GOOGL directional thesis
Google's AI quietly becomes the brain inside Siri across two billion iPhones, pulling in roughly a billion a year and stamping Gemini as the model big tech rents when it cannot build its own.
“Well, I think that effectively they don't want to talk about the fact that it's Gemini technology that's going to be Siri. Right. And they're not going to call that Gemini. They're not going to— you know, they've gotten that announcement out of the way. And that's, that's Apple's foundation models. And if you don't have a Google account or don't use a Google account and don't want to use Gemini, you'll never encounter the word Gemini.”45:46claim_id
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