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Bingo. They see this as the future commodity it will be. Customers will choose AI providers much way they choose a car: taste, price, a few other factors.

And to your point, Google has a massive balance sheet, produces their own AI chips, and is not going anywhere anytime soon.

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People are not even going to choose their AI providers in the future, it's going to be a part of some other product.
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I could totally see that
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Google was the right choice stability and it only cost Apple $1 billion per year that’s pretty much of a no-brainer, and with Apple’s history, they probably will use Gemini for as long as they need it and then use their own model in time.
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And Apple already has a $20B search partnership with Google they can build on.
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fair and square, indeed
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I’ll just put this link here: https://killedbygoogle.com/
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I am familiar what Google has killed before, but a contract with Apple is not something they'll throw out of the window for no reasons.
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I may be jaded, but I do not trust Google for product offering stability. Obviously, Apple is a way bigger fish.
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It's not a popular opinion on HN but Google is actually super stable from a B2B perspective. Even app engine (2008) is still kicking.
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