Especially if you’re Apple and your expertise and reputation is in making privacy conscious devices and cloud services that are exceptionally user friendly.

Then you go to the AI labs and say, “We see you’ve spent a trillion dollars on that model… we’ll write you a check today to let us run it how we want.”

Skips the ugly horse race and massive risk while focusing on what they do better than anyone.

And they’re the only ones who have cultivated the trust with normal people to be able to say, “We now have the only AI service that can safely reference your personal info without giving it all to strangers.”

They could possibly end up the second biggest winners in this insane hype cycle… without having had to compete on making a sota model.