This week, Apple made a decision that signals where AI value is heading. It has implications for every business thinking about their AI strategy.
Instead of building its own foundation models, Apple confirmed a multi-year agreement to use Google's Gemini models as the default intelligence layer.
Apple has the talent, capital, and data to build its own models. It chose not to.
For Google, the deal strengthens Gemini's position at global scale. This isn't just a partnership. It's a platform shift. And it raises a question worth considering for anyone shaping their AI strategy.
Top stories this week:
- Apple licenses AI models instead of building them
- Google’s Gemini gains unprecedented global scale
- AI models move toward commodity status
- Integration and experience become the defensible layer
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