Having worked at Apple I can assure you it's not just spin. It's nigh on impossible to get permission to even compare your data with another service inside of Apple and even if you do get permission the user ids and everything are completely different so theres no way to match up users. Honestly its kind of ridiculous the lengths they go to and makes development an absolute PITA.
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.
