According to media reports, Apple rejected Meta's proposed collaboration to integrate AI chatbots a few months ago. According to insiders, the two companies only had brief talks in March. Due to dissatisfaction with Meta's privacy policy, Apple decided not to further discuss and instead chose to cooperate with OpenAI and Alphabet.

Apple believes that ChatGPT has an advantage over Meta's Llama, and Google's previous collaboration with Apple on the Safari browser has laid the foundation for future Gemini applications on Apple devices. The reason why Apple is considering integrating multiple Large Language Models (LLMs) is based on the belief that consumers will want to have the right to choose, just like how Apple devices currently have options for Google, Bing, and multiple browsers.

Apple is also currently in negotiations with AI startup Antitopic, considering their chatbot as one of the options.

The existing agreement between Apple and OpenAI does not involve monetary transactions, but will allow customers who pay ChatGPT subscription fees to access their subscription services within the iOS operating system, which may generate revenue for OpenAI and Apple will also earn commissions from it.

Apple used to have a friendly relationship with Meta, but as competition intensifies in areas such as AI, home devices, and VR headsets, the relationship between the two companies has become tense, which may also be one of the key reasons for the failure of negotiations on the cooperation plan between the two companies.

Apple has chosen to collaborate with OpenAI and Google, demonstrating its high standards for AI technology and emphasis on privacy. This move can not only enhance the competitiveness of its AI products, but also generate additional revenue through the commission model of the app store.

Moreover, Apple is currently the brand with the most handheld device users, while ChatGPT is currently the chatbot with the most users. The cooperation between the two companies is beneficial for the stock prices of Apple and Microsoft, which holds nearly half of the OpenAI shares. The cooperation between the two leading industries will have a multiplier effect, consolidating each other's leading position in the market.