> i don’t think they need to win the on device market.
The second Apple comes out with strong on-device AI - and it very much looks like they will - Google will have to respond on Android. They can't just sit and pray that e.g. Samsung makes a competitive chip for this purpose.
The second Apple comes out with strong on-device AI - and it very much looks like they will - Google will have to respond on Android. They can't just sit and pray that e.g. Samsung makes a competitive chip for this purpose.