A loser in this is Perplexity. I’ve never understood the thesis of Apple purchasing them: whether or not you enjoy their product, I see nothing defensible or interesting and suspect they’re among the most overvalued AI startup.
Nonetheless, I’d bet Apple will do more of what’s worked: partner with Google to solve something core that they’re not great at. I’d take a deeply integrated Gemini on the iPhone over Siri any day of the week!
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