Apple and Google Make Gemini Models Deal Official, Apple’s Optionality, Revisiting Apple’s (AI) Long Game

Today's Above Avalon Daily update includes the following stories:

• Apple and Google Make Gemini Models Deal Official

• Apple’s Optionality

• Revisiting Apple’s (AI) Long Game

We kick things off with Neil’s thoughts on Apple and Google announcing a deal regarding Apple Foundation models being based on Gemini models. The discussion then turns to how the deal provides Apple optionality when thinking about longer-term implications. We conclude by going over Apple’s (AI) long game.

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