Jun. 6 at 8:21 PM
The interesting question for
$AAPL isn't hardware anymore. It's who controls the AI layer.
If Siri increasingly relies on outside models like Gemini, the long-term debate becomes whether Apple owns the customer relationship or simply owns the device. In an AI-first world, the interface matters, but so does the intelligence behind it.
$GOOG doesn't need to sell more phones to benefit. If its models become deeply embedded across billions of devices, it gains influence over user behavior, search, and software usage. That's the strategic battle I'm watching
