People don't get that Apple would need an enormous data center buildout to provide a good AI experience on their millions of deployed devices. Google is in the exascale datacenter buildout business, while Apple isn't.
The argument can be made that when people search Google they know they are using Google but when they use Siri they assume that their data is not going to Google. I think this is more likely to be solved contractually than having Gemini running on a datacenter full of M5 Ultra servers.
