Feels like the same consolidation cycle we saw with mobile apps and browsers are playing out here. The winners aren’t necessarily those with the best models, but those who already control the surface where people live their digital lives. Google injects AI Overviews directly into search, X pushes Grok into the feed, Apple wraps "intelligence" into Maps and on-device workflows, and Microsoft is quietly doing the same…
One of them isnt the same as others (hint: It is Apple). The only thing Apple is doing with Maps is, is adding ads https://www.macrumors.com/2025/10/26/apple-moving-ahead-with...