If capable humanoid robots are really closer than most people think, I'd be surprised if Apple isn't exploring them. That may be the counterexample to "AI is not a product": a physical AI product where hardware, sensors, UX, privacy, and integration matter as much as the model.

In that case the robot as a whole is the product and the model is just a part of the technology making it possible.

That’s the thing; the LLM itself - the chat window - can’t be the whole product for an industry. It’s a technology that you build things with.