Apple Does Not Want Google Gemini To Be On The iPhone — They Just Want To Get Back In The Game.

🌈 Abstract

The article discusses the potential partnership between Google and Apple, and how it may impact the future of the iPhone and the AI landscape.

🙋 Q&A

[01] Google's AI Efforts

1. What are the key events and challenges Google has faced in its AI efforts?

• Google has been doing the same thing for 26 years, then a new startup (OpenAI) gets all the attention
• The media brands OpenAI as the AI company of the future, and Microsoft decides to incubate it
• This causes investors to freak out and leave Google to invest in Microsoft
• Google then desperately launches Bard and Gemini to participate in the AI conversation, but the average consumer doesn't see a significant difference between these and other AI models like ChatGPT

2. How has the growing need for AI chips impacted the market?

• The market added $1.8 trillion to Nvidia's market cap, as the pioneer in making AI chips
• This left Google and OpenAI behind, as Nvidia became the new hype in the AI space

[02] Apple's Approach to AI

1. How has Apple's approach to AI differed from the market's expectations?

• Apple has been focused on its mixed reality headset project, while the world was excited about the rise of AI
• This caused people to pour money out of Apple and into Nvidia and Microsoft, as they were seen as more AI-focused companies
• Apple was stubborn in this sense, but eventually had to announce that they are working on AI to please the market

2. What strategic move did Apple consider to position itself in the AI landscape?

• Apple considered ditching its Apple Car project and instead focusing on AI as a "grand gesture" to show the world they are serious about it
• They also considered partnering with Google as an "arranged marriage" to demonstrate their involvement in AI, even though this may not be a practical long-term solution

[03] The Potential Google-Apple Partnership

1. Why is the proposed Google-Apple partnership unlikely to succeed in the long run?

• The core products of Google and Apple are accepted by different user bases (Android vs. iOS), and putting Google's Gemini on the iPhone is not compatible with Apple's long-term AI vision
• Strategically, it may be a win-win, but practically, it probably won't happen, as Apple is unlikely to hand over control of the phone market's AI dominance to Google.