>If you are a consumer and you have a Mac or an iPhone, what do you need from AI that Apple's new offering won't provide? Why would you pay for ChatGPT, or even tolerate its inevitably increasingly desperate ad placements?

Probably the same reason the Gemini app is still well behind ChatGPT in consumer usage and adoption despite being preinstalled on android phones worldwide ? Why are people using GPT on Windows. There's even a copilot button on new keyboards!

Or maybe its the same reason Microsoft Edge is not the most popular Windows browser ? Maybe its the same reason Instagram threads did not even dent Tiktok ?

You are asking the question the wrong way around. People use and like what they like and have a strong preference to continue doing so.

This is just human behaviour. You don't need mind blowing moat. You begin to have problems only when:

- Users are constantly using your product unsatisifed.

- There's a competitor(s) with a significantly better offering that people are talking about.

Will Apple's offering be providing any meaningful/significant benefit over just using GPT ? If not, don't expect any miracles.

> Will Apple's offering be providing any meaningful/significant benefit over just using GPT ? If not, don't expect any miracles.

Judging by the announcements today about its integration into the OSes? They are offering useful things ChatGPT cannot offer unless they write an "everything app".

One can (maybe should) make the argument that this is the browser monopoly again, but given that the USA has seemingly no intention of ever litigating that question again even if the EU does, there are clearly features here that OpenAI is effectively locked out of offering.