How does your theory explain that Apple developed Private Cloud Comunting to move LLM workloads to the cloud, WhatsApp did the same a while ago and recently Google did the same?

To me it sounds more that they don’t think they could sell LLMs without privacy and they put a lot of effort to try to combine the two.

For Apple one might say that privacy is marketing but surely nobody will say that for Meta and Google

The clue is in the last paragraph. These companies have made an attempt at changing the discourse around what privacy is. What they market as privacy to us, is at its core a matter of controlling the data flows. Ultimately their revenue depends on us not leaving their ecosystem which requires barriers/moats to help enable their goals. Of course they have to call it that.

Privacy is about people controlling their data, which includes the ability for you as a user having a say in where your data is sent, used, and processed. All implementations mentioned above fail here.