Google has a massive mobile opportunity, and it's partly thanks to Apple
1. Google's recent AI announcements are viewed as a threat to Apple's market. 2. Apple's AI developments lag behind Google's, widening the competitive gap. 3. Google's strong partnerships, like with Samsung, enhance its AI reach globally. 4. The shift from hardware to software focuses reveals Apple's vulnerabilities. 5. Google's advancements pose risks of user switches from iOS to Android.