30초 요약
In March 2024, Matthew Berman reacts to reporting that Apple was discussing using Google Gemini for iPhone AI features and questions why Apple would seek a partner. At the time, the talks were reported rather than confirmed. In January 2026, Apple and Google announced a multi-year collaboration on Apple Foundation Models based on Gemini technology; in June, Apple described models custom-built with Google for its next generation of Apple Intelligence.
- 1Reported negotiationsThe 2024 report said Apple and Google were discussing Gemini-powered iPhone features; no deal was final at that time.
- 2Berman questions the strategyHe asks why Apple would seek outside models given its resources, while offering his own view that model training is relatively manageable.
- 3A later partnershipIn January 2026 the companies announced a multi-year collaboration on foundation models for future Apple Intelligence, including a more personalized Siri.
핵심 정리
- The March 2024 report described negotiations about some future iPhone AI features, not a finalized deal.
- Berman questioned why Apple would partner given its chips, money and talent; his view of training costs is an opinion, not an established cost estimate.
- In January 2026 Apple and Google announced that future Apple Foundation Models would be based on Gemini models and cloud technology.
- Apple’s June 2026 research describes a family of models custom-built with Google, including on-device and Private Cloud Compute models.
챕터별로 다듬은 전문 읽기
The reported talks and a later development
Berman reacts to reports of Apple and Google discussing iPhone AI features. The companies later announced a model collaboration, distinct from an agreement confirmed in 2024.
Apple is reportedly in talks with Google about using its AI for new iPhone features. The [March 2024 report](https://finance.yahoo.com/news/1-apple-talks-let-googles-054100258.html), citing Bloomberg, described negotiations and said terms and implementation had not been finalized. It did not establish a completed deal or that all of Siri would run on Gemini.
That sounds strange to me: Apple has strong chips, money and talent, so why not make its own AI? I think training a model does not take that much, although training and deploying a competitive model can involve substantial compute, data, engineering and safety work. The video offers my question and opinion, not evidence of Apple’s internal reasons.
Later update: in [January 2026 Apple and Google announced](https://blog.google/company-news/inside-google/company-announcements/joint-statement-google-apple/) a multi-year collaboration under which the next Apple Foundation Models would be based on Gemini models and cloud technology, for future Apple Intelligence features including a more personalized Siri. In [June 2026 Apple described](https://machinelearning.apple.com/research/introducing-third-generation-of-apple-foundation-models) a model family custom-built with Google for on-device and Private Cloud Compute use. Those later announcements should not be mistaken for a confirmed agreement at the time of the 2024 video.
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