Comment by paxys

The options for a company in their position are:

1. Sit out and buy the tech you need from competitors.

2. Spend to the tune of ~$100B+ in infra and talent, with no guarantee that the effort will be successful.

Meta picked option 2, but Apple has always had great success with 1 (search partnership with Google, hardware partnerships with Samsung etc.) so they are applying the same philosophy to AI as well. Their core competency is building consumer devices, and they are happy to outsource everything else.