Apple, Generative AI and the iPhone Revenues
Numerous applications and services now incorporate AI features. For instance, consider Notion Q&A or Raycast AI. Companies view this as an opportunity to boost revenue by offering these additional features for a fee. However, I recently pondered the possibility that if Apple integrates generative AI into Siri, as rumored for iOS 18, they may not charge for it. This could give Apple a significant advantage, as the revenue from iPhone sales could cover the associated costs. This could become an enormous advantage for Apple.