Apple just rented its brain.
At WWDC this week, the company that owns every layer of its stack, the chip, the OS, the store, the cable, did the one thing you'd assume it never would. It built the new Siri on Google's Gemini, distilled it into its own models, and put it on a billion phones.
The same week, the largest prediction market on which company has the best AI model gave Google an 8% chance. Anthropic sat at 90. Apple didn't rent the best model. It rented one that was good enough, available, and willing to sign. That's the strategy, not a slip.
The model is becoming a commodity. A new frontier one lands every few months, and they get more interchangeable by the week. What you can't rent is everything around it: a privacy boundary outsiders can verify, the logic deciding what runs on the phone versus the cloud, and a billion devices people already carry. Apple rented the engine and built the car.
For most people, this iPhone is where they'll meet real AI for the first time. Not a separate app they had to go find. The assistant in their hand, doing the thing they wanted done. The brain underneath will be a commodity they never see.
The question I can't answer yet: is Apple's wrapper a real moat, or a beautiful interface over a rented model? On day one, the reporting can't even agree how much of this is Google. We find out the first time Google ships something Apple can't distill its way around.
Rent the brain. Own the car. Just make sure it's one only you could build.