Apple and Google: "If you can't beat them, rent their AI"
The historic rivalry has taken a break for profit.

Apple confirmed today that the brain of the new Siri will be Google Gemini. It admitted that the rival's technology is "the most capable" and decided to pay to use it, rather than continue losing the race.

For OpenAI, it's a disaster: ChatGPT lost its spot on the world's most valuable screen.

Understand the trillion-dollar game!

2️⃣ The Agreement

Apple today confirmed a multi-year partnership with Google.

The new "Apple Foundation Models" will use the Gemini infrastructure and models.

Basically: the AI brain in the iPhone will be Google's, not ChatGPT's.

3️⃣ The Loss of the "Most Valuable Screen"

OpenAI lost the world's most coveted asset: the iPhone's home screen.

While Gemini will be native and accessible by voice at any time, ChatGPT remains "just another app" that the user needs to download and remember to open.

The friction barrier is now enormous for OpenAI.

4️⃣ The Humiliating "Endorsement"

Apple's statement was a hard blow to the reputation of the competition.

In the statement, the company said:

"After careful evaluation, we have determined that Google's technology provides the most capable foundation..."

Apple publicly validated that, for them, Gemini is superior, scalable, and more reliable than GPT.

5️⃣ The Privacy Factor (New)
The scam is also corporate.

It is speculated that Apple preferred Google's architecture for compliance and data security reasons.

If this narrative holds up, OpenAI will have difficulty closing "Enterprise" contracts with large companies, which tend to blindly follow Apple's security standards.

6️⃣ Strategic Isolation (New)
The chessboard landscape has changed:

👑 Google: Dominates Android (their own) and now AI on iOS (via partnership). Controls almost 100% of the global mobile market.

⚠️ OpenAI: Cornered, without its own operating system.

This explains the rumors of Sam Altman seeking Jony Ive to create urgent hardware. Without a device, they became hostages.

7️⃣ The Game Changer

Until 2024, Google was seen as the "sleeping giant."

Today, the game has changed.

With Gemini 3, TPUs, and this deal, Google surpassed Apple in market value last week, reaching $4 trillion.

8️⃣ Where Did Apple Go Wrong?

Apple implicitly admitted that it fell behind. It had to "rent" the brains of its biggest rival because it couldn't develop something proprietary in time.

It's an admission of technological defeat, but a victory of pragmatism for the shareholder.

9️⃣ The Risk of the "Black Box" OpenAI
Here's the real danger.

OpenAI is not publicly traded, so no one has access to its real financial numbers.

What we do know is frightening:

• Hidden Debt: The company has investment commitments totaling trillions of dollars (estimated at US$1.4 trillion over 8 years).

• User Exodus: ChatGPT lost about 20% of its market share in just 12 months.

If OpenAI goes bankrupt due to lack of cash, the default could generate a systemic shock in the chip and cloud industry.