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Apple agreed to pay Google around $1 billion a year to run a custom version of Gemini inside its rebuilt Siri. By Bloomberg's estimate, the model is roughly 8x smarter than anything Apple had built in-house.
So I went back through Apple's entire paper trail: the court settlements, the patent filings, the deal terms, and the org chart, and buried in all of it is what I believe is Apple's five-phase plan to win the AI race.
It's a move Apple has run before. The last time, in 1996, the company was twelve weeks from running out of cash, and the checks it wrote bought the next twenty-five years.
We get into the $250 million Siri settlement, the NeXT acquisition that brought Steve Jobs back, the 1997 Microsoft lifeline, the new Siri AI shipping in iOS 27, the MacBook Neo built as a machine for local AI, the Apple / Google Gemini licensing deal, and how John Ternus spent the last six years slowly being handed the keys at Apple in plain sight.
I also break down the strangest part of the whole deal between Apple and Google and why it’s the single biggest risk in Apple's entire AI strategy…
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