Earlier quoted context omitted.
I see it differently… Apple has chosen to treat the model as a commodity. By making Gemini an implementation detail, they leave the door open to swap it out for Anthropic or OpenAI without end-users even knowing or caring. So I think they're creating leverage in any future negotiation.
It’s a bit like when Steve Jobs turned down acquiring Dropbox telling them they’re just a feature, not a product
(Ok so $110b is all services revenue not just icloud, but icloud’s a solid chunk of that)