Apple’s decision to have Google power the next generation of Apple Intelligence is the clearest signal yet that the foundation model race is entering a new phase defined by alliances, tradeoffs, and positioning rather than raw model capability. This episode looks at how Apple, Google, OpenAI, Anthropic, and Meta are each staking out roles across assistants, healthcare, commerce, and infrastructure, and why the real competition is shifting toward distribution, integration layers, and control points. From Siri and Gemini to Claude’s healthcare push, agentic shopping standards, and Meta’s energy-backed compute expansion, the throughline is a rapidly consolidating AI landscape where every move is about who gets to be the default layer.

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