Apple is dead since it's completely lost the AI competition.
Anyone who understands even a little about progress, business, marketing, innovation, and transhumanism will know that it's a fact since 2023.
Even Midjourney, Adobe and OpenAI which belong to the strongest pioneers are lost now and will not be able to catch up anymore.
Google has Maps, Photos, Youtube and more data than anyone else.
We don't "google it" or "photoshop it" anymore, it's all done with a prompt since End of 2025.
Google = AI, and very soon there will be a new unique word for this company and the way we live digitally.
Your post is fantastic and sounds like hyperbole but I 100% agree with you.
What we have with the Gemini deal is a situation to Apple becoming something like Samsung.
Ie where it has great hardware but on the software side, it has become so far behind that it has to use android & then it writes its own UI, launcher and apps on top of it, with Apple fans still counting this as a ‘win’.
Maybe agi upper intelligence is going to happen in the next decade. Maybe not.
But it’s clear that the following is going to happen & is happening:
- agentic business solutions & agentic e-commerce.
- ai’s which understand the physical environment as good or near enough as good thus unlocking sci fi robotics that can work in manufacturing and in in the public environment. Oh and be self driving vehicles.
- ais which are so advanced that they research medical and other scientific issues etc.
Obviously a lot of this is already happening.
And whoever has an ai which can do all of this, will become an industrial powerhouse operating across many sectors and will make a $4tn market cap valuation seem like peanuts.
Hint: the US companies who are going to be major players in the above are Google, nvidia Amazon (& m a y b e the musk group of companies, as they own major components of the secret sauce which they keep on making better and better.
Not Apple.
Finally, it’s annoying that I keep on reading this as Apple ‘winning’ over Google.
Google likely gets money for this, likely reducing their search engine bill to Apple and increasing the amount of GCS capacity that Apple buys from Google.
Google also stops OpenAI from being on the iPhone.
Gemini will now be powering the ai assistant on every major non Chinese owned smartphone brand.
So Apple has got a short term victory. But it’s going to be a miracle if they win the war.