a) Apple already reaches out to ChatGPT (and soon to be others) for the full LLM experience. And there isn’t much benefit to be had from building their own comp

a) Apple already reaches out to ChatGPT (and soon to be others) for the full LLM experience. And there isn’t much benefit to be had from building their own competitor. b) Privacy is essential if you want to an LLM to interact with you with private information. You can’t just upload unencrypted photos, messages, health data etc to the cloud where it will be accessible by any government with a search warrant. And so it does makes sense to keep it all private and encrypted on device or used in private but restricted compute. c) Hype is very much coming out of the AI space and so I don’t see the market punishing Apple for not doing more. If anything they should’ve done nothing rather than released the technically impressive but largely useless Apple Intelligence product.