People read the Gemini-Siri integration as Apple's capitulation—a white flag raised in the face of losing AI infrastructure battle.
But is it really?
In this piece of deeply researched analysis, I show how Apple's license of Gemini cost it fractions of a penny per response and less than a $1/iPhone/year.
Running on Peter Thiel's thesis—Competition is for losers—I then show how this is just the latest in Apple's Interface Monopoly Playbook.
Site contains 14-deep dives across Apple's various interface monopolies. Worth a read for understanding why competition is for losers.
Note—posted this late at like 1AM and couldn't figure how to delete it.
But is it really?
In this piece of deeply researched analysis, I show how Apple's license of Gemini cost it fractions of a penny per response and less than a $1/iPhone/year.
Running on Peter Thiel's thesis—Competition is for losers—I then show how this is just the latest in Apple's Interface Monopoly Playbook.
Site contains 14-deep dives across Apple's various interface monopolies. Worth a read for understanding why competition is for losers.
Note—posted this late at like 1AM and couldn't figure how to delete it.