Apple and Meta Explore AGI Collaboration: In the Age of AI, Can Rivals Become Allies?

On June 23, reports emerged that Meta Platforms, the parent company of Facebook, is in talks with Apple to potentially collaborate on artificial intelligence. The goal is to integrate Meta's generative AI models into Apple's newly launched "Apple Intelligence" system. While Apple has created its own smaller AI models, it is actively seeking partnerships for more complex and specialized applications.

At the Worldwide Developers Conference (WWDC) on June 11, Apple unveiled "Apple Intelligence" and named OpenAI's ChatGPT as its first partner. Apple CEO Tim Cook also expressed interest in integrating Google's Gemini into the system. Beyond Google and Meta, AI startups like Anthropic and Perplexity are reportedly in discussions with Apple to include their generative AI models in "Apple Intelligence." Furthermore, Apple is likely to engage with AI companies from other countries, including China.

If Apple secures partnerships beyond OpenAI, users will have the option to switch between external AI models and Apple's internal systems. While both Meta and Anthropic declined to comment on these negotiations, Apple did not provide an immediate response. According to reports, these discussions are still in the early stages and may not lead to concrete agreements. Nonetheless, this collaboration signifies a shift in the AI landscape where once-competing tech giants like Apple and Meta may join forces.

Meta and other generative AI firms aim to leverage Apple’s extensive distribution channels for broader reach. They could offer premium subscription services through "Apple Intelligence," allowing Apple to share in the revenue from subscriptions on its devices. Analysts estimate that 10% to 20% of Apple users could opt for premium AI subscriptions, potentially generating billions in revenue for AI companies that successfully integrate with Apple’s platform.

However, uncertainty surrounds the launch of "Apple Intelligence." On June 21, Apple announced it would delay the rollout of new AI technologies—including "Apple Intelligence"—to users in the European Union due to the Digital Markets Act (DMA). This legislation mandates that Apple allow rival products and services to operate on its devices, which Apple believes could undermine product integrity, user privacy, and data security.