Apple bets big that AI models will become commodities; may offer hot-swappable Siri

As Apple integrates more AI features across its ecosystem (like Apple Intelligence), the company appears to be positioning itself around the idea that foundational AI models will increasingly become commoditized — much like other tech components — shifting value toward integration, user experience, privacy, and on-device capabilities rather than owning the most advanced raw model. This piece explores Apple’s strategic wager in the rapidly evolving AI landscape.
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