> provided Siri improves meaningfully

Not a high bar…

That said, Apple is likely to end up training their own model, sooner or later. They are already in the process of building out a bunch of data centers, and I think they have even designed in-house servers.

Remember when iPhone maps were Google Maps? Apple Maps have been steadily improving, to the point they are as good as, if not better than, Google Maps, in many areas (like around here. I recently had a friend send me a GM link to a destination, and the phone used GM for directions. It was much worse than Apple Maps. After a few wrong turns, I pulled over, fed the destination into Apple Maps, and completed the journey).