Makes me assume the negotiations thus far between Google and Apple haven't been going great. Apple will be well aware that Microsoft is propping up OpenAI, that ChatGPT uses Bing to search, that Gemini is much safer/more woke etc.Apple made a smart move during their presentation, in my opinion. They showcased all new systems without the AI Stuff first (never even said it once) and then after that the AI Stuff. For me that seems like they still develope their systems without deep AI integration in mind and just put the whole AI thing on top of that, while still maintaining the impression it is deep embedded. I bet you can disable it entirely and never notice a thing.
Additionally, Google pays Apple a substantial amount of money to remain the default search engine on iPhones. Naturally, Google wants this "arrangement" to extend to AI features as well.
OpenAI has a habit of not exactly operating in a sustainable manner. I guess their deal with Apple are not terms Google would ever find acceptable.