Earlier quoted context omitted.
I think you're missing a fundamental reason: adding AI functionality into products is simply easier. That is, these companies are largely not doing the hard part, which is creating and training these models in the first place. The examples you gave of of cloud and iPhone have both huge capital barriers to entry, and in iPhones case other phone companies just didn't have the unique design talent combination of Jobs an…
>That is, these companies are largely not doing the hard part, which is creating and training these models in the first place. fyi, for Adobe Firefly, we are training or models. From the FAQ: "What was the training data for Firefly? Firefly was trained on Adobe Stock images, openly licensed content and public domain content, where copyright has expired." https://firefly.adobe.com/faq (I work for Adobe)
Fine tuning Stable Diffusion with your own images is way easier than creating Stable Diffusion in the first place.
If you're creating your own I stand corrected and that's some serious investment.