Discussion on Siri AI's development and censorship issues

On the table stakes kind of setup. Right. It makes sure that you're not too far behind everybody else. And I am curious by the way on this topic point, because Siri AI is underpinned at this point as it's being rebuilt by Google Gemini models right in in the US and internationally. It's going to be Alibaba and Baidu who underpin it in China. So do you see there being much of a divergence between them because of different bases? Let me jump in there. So the models that actually run on the phone for Apple Intelligence in China, it's the same models that power Apple Intelligence 1.0 in the US so it's Apple foundation models. We're not at the 2.0 version with the Google Gemini and they haven't replaced the underlying Apple models with Alibaba or Baidu models. What they've done is there's an additional layer, I call it the censorship engine, where Alibaba is sort of a layer in there. And as the Apple models get updated in the background, Alibaba processes that sends it to the Chinese government so their division specific to these AI model regulations for approval over a number of hours and they go back and forth on that. And then the Chinese government can also send down to Alibaba that they have to make adjustments to the on device Apple models. And then Alibaba also can plug in for things like writing tools, more Chinese localization types of things. So it's really the same experience that you get in the US but localized to China to meet their censorship needs in order for Apple to be able to operate that there. Now because the 2.0 version and Siri AI are built on top of Gemini models and Google is obviously banned in China, Apple's going to figure out need to figure out some solution there and we'll see what they end up doing to get these features to market. But my belief is that they're going to get the 2.0 Apple Intelligence features, things like better photo editing, better Genmoji into China at some point in 2027. But getting Siri AI there is going to be a little bit more difficult to figure out. That's a bit more longer term as it is in the European Union. Just to clarify, China will say they haven't banked Google. Google itself has pulled out its consumer facing services. It still does business with people within China to sell Google Ads and such things. So presumably they'll figure out a way to do it. But it does add that extra layer. I'm starting to worry about things like battery life. Actually, if you're going to run AI models on top of AI models. But like I say, Mark, we're still waiting for 2.0.