Earlier quoted context omitted.
Apple doesn’t have to win developer trust or build an AI platform. They just have to build a compelling consumer product that can only function with AI, and they are better equipped to do that than Google or Microsoft. It remains to be seen if OpenAI will go that route instead of a business built on training and providing access to foundational models.
Yes, this is the most important point and I think somehow least present in even discussions here: the technical question of who produces the best/cheapest LLM/future architecture is considerably less important than who, if anyone, creates a fundamentally new and dominant consumer experience built on AI. Most of the existing players (Google, Meta) would of course prefer that nobody produces such a newly dominant parad…
In the end one company will build AGI or super AGI that can do the function of any existing software even games, with any interface even VR, or no interface at all - just return deliverables like a tax return. The evolution might be, give me an easier but similar QuickBooks UI for accounting to just do my taxes, the company who gets here first could essentially put all other software companies out of business, especially SaaS businesses.
The first company to get there will basically be a corporate singularity and no other company will be able to catch up to them.