They're in an interesting spot with AI, any rival has to run behind Siri to do the same things but they're not guaranteed a 30% piece of their revenue anymore, they're leaning on Google for datacenters so there's a real cost for usage but they're not yet worth paying to use.

> better integrated with its technology than the competition

And even this is looking more like short-term relief than a lasting advantage, and in a lot of countries they've already exhausted that option.