It's a crowded field and Apple has almost no expertise in AI, but hopefully they can find some angle that makes use of their massive locked-in customer base and huge piles of cash.

I'm not sure about "no" expertise in AI. A lot of their AI work has been in efficiency and getting models running on the fanless rectangles everyone has in their pockets. Same for Google. They just don't seem to be interested in developing big, expensive frontier models. They've leaked CLAUDE.md in software releases a lot, so for internal development it seems they're fine paying Claude API prices while Anthropic burns piles of cash on training and advancement.

What Apple needs to accomplish with AI, given their lack of a home-grown frontier model, hasn’t been done, at scale and with refinement, by any company anywhere, except maybe Perplexity. They’re struggling to refine a unified consumer AI platform that is built as an abstraction layer.