My guess is that Apple might have underestimated how much buzz this whole AI business would make.
I think Apple thought, as usual, “Let’s wait and see how this AI is gonna take on and then work to implement it on our side.”
Now Apple are actually “late for the party”, as there are quite a few working AI tools right now, while Apple’s AI employees are being poached and Siri still struggles with setting timers in OS 26 betas, despite her mesmerising glow.
What will Apple do now? Ideally make a good deal with the best current AI solution provider, so they can “relax” and focus on fixing Siri first. Once this is done, they can move on with working on their own AI models, even though it could be very tough, considering Meta’s recent activity and a sheer speed of development.