I think what they're getting at is that the platform owners have power because they can actually leverage the data that users give them to be useful tools to those users.

I would contrast this with the trend over the last year of just adding a chatbot to every app, or Recall being just a spicy History function. It's AI without doing anything useful.

I take it as 3rd party alternatives will have a much harder time because they have to ask the user to share their data with them. Apple / Google already have that established relationship and 3rd parties will unlikely have the level of integration and simplicity that the platformers can deliver.

Apple owns the platform. The user owns the device that embodies the platform.

Apple owns the software platform. Can I run my non-Apple Intelligence software on the data in "my" iPhone?

>Private Cloud Compute

But it runs in their cloud.