What indicates they’ve given google anything other than a truckload of cash? There’s zero data sharing in the arrangement and the stuff is running on apple devices and in Apples Private Compute.

Not even Apple has access to it, by design.

Yes, but you get less risk in other areas. Google is a long standing publicly traded company. Apple knows that they know their stuff, and that they’re gonna stick around. Anthropic and openAI are new kids on the block when it comes to software as a whole, and that’s a risk.

They already have a very codependent relationship because of their revenue share over putting Google search up front in iPhones so I doubt either party would put that at risk.

Apple and Google have been dealing with each other for quite a long time. My guess is that they want to replicate the relationship they have with Safari, where Apple provides the users and Google provides the search engine (and money).

Last year the announced they were working with OpenAI. It looks like this went nowhere, so it's not really surprising to see them try someone else.

A large portion of Apple's screens come from Samsung. Once a company is large enough, growing your business through supporting a competitor of another group at the company could be seen as a win-win.

They're also kind of in the same bucket regarding regulators, which might be something they're keeping an eye on regarding AI integrations.