I like this prediction. Apple Maps version 1 was a huge flop and Siri’s capabilities have been quite conservative despite their investment, and despite Apple ge

I like this prediction. Apple Maps version 1 was a huge flop and Siri’s capabilities have been quite conservative despite their investment, and despite Apple getting caught recording users to try to improve it. It makes a lot of sense for Apple to deploy hardware and small on-device LLMs as extremely overpowered “routing” modules that do basic things locally and then farm out other things to a cloud partner. This also fits in well with OpenAI allegedly launching some sort of assistant Monday, so then Apple can point to it if it does well (and integrate it) or at the last minute fall back to Google if OpenAI flops. I wonder if Tim Apple models the Google search deal ending in the next 2-3years, and if there’s a contingency in case chat-based interfaces flop. Given how the car got canned, it would be surprising to see Apple try to make their own GPT-5 / search engine, so the 5-7 year plan must be to remain largely dependent on Google and Microsoft (and to keep Facebook out of the party).