That could very well be true, but I also think it could change faster than people realize. Or that Apple has the ability to compartmentalize (kind of like how Apple can advocate for USB C adoption in some areas and fight it in others).

I'm not saying this to trash Apple - I think it's true of any corporation. If Apple starts losing revenue in 5 years because their LLM isn't good enough because they don't have enough data, they are still going to take it and have some reason justifying why theirs is privacy focused and everyone else is not.