I dunno, my take is that Apple isn’t outsourcing intelligence rather it’s outsourcing the most expensive, least defensible layer.

Down the road Apple has an advantage here in a super large training data set that includes messages, mail, photos, calendar, health, app usage, location, purchases, voice, biometrics, and you behaviour over YEARS.

Let's check back in 5 years and see if Apple is still using Gemini or if Apple distills, trains and specializes until they have completed building a model-agnostic intelligence substrate.