I was involved in three efforts to commercialize foundation models before they were ready in the 2010s so I have a good picture of how progress works at this sort of thing and the pace a lot of the industry has been talking about is unrealistic: like people were disappointed with the rate of development of Apple Intelligence but it's actually progressed at about the rate I expected.
I mean, Apple Intelligence has been a boondoggle. Siri has been consistently 3+ years behind in capabilities compared to even open source equivalents.
Feels less like the pace of foundation model development and more so a specific failure of one organization to do something important.
That seems to be because Apple's AI division sucks. OpenAI came in 2018 and chatGPT 2.0 was already way better than anything Apple ever did.