Apple is so far behind on everyday AI (thanks Eddy Cue), that Anthropic, Open AI, and Gemini have completely run away with the prize. And unlike a slightly different phone, camera, battery, app, screen, laptop, etc, Apple can't even begin to differentiate or sell benefits of any AI they may possible conjure up last minute.
So this is just a game of who will Apple pay most for AI integration, and how much will Apple charge us for it. I will continue to evolve my AI use without Apple's direct contribution to it. It's sad to see Apple amazing hardware and chips get underutilized alongside Apple's long-running AI failures. This waitlist is just a gimmick that attempts to sell the notion that there's excess demand, some constraint, or even a coherent strategy.