I feel like, today, most of the other LLM providers can do what "Apple Intelligence" promised - it'll link with my email/calendar/etc and it can find stuff I ask with a fuzzy search.

That said, I don't really use this functionality all that often, because it didn't really (effortlessly) solve a big need for me. Apple sitting out LLMs means they didn't build this competency along the way, even when the technology is now proven.

I think the same thing is true was VR - except Apple did invest heavily in it and bring a product to market. Maybe we won't see anything big for a while, and Silicon Valley becomes the next Detroit.