I think there's a lot of false assumptions in that assertion:
- that a bunch of users won't jump ship if Apple stagnates for 5 years
- that a product based on a model with Q12026 SoTA performance would be competitive with products using 2031's models.
- that just having access to good (by 2025/2026 standards) models is the big thing that Apple needs in order for Apple Intelligence to finally be useful.
On that last point, I think the OS/app-level features are almost more important than the model itself. If the model can't _do_ anything, it doesn't really matter how intelligent it is. If Apple sits on their laurels for 5 years, would their OS, built-in apps, and 3rd-party apps have all the hooks needed for a useful AI product?
> - that a bunch of users won't jump ship if Apple stagnates for 5 years
This is the most unlikely proposition, given how Apple has managed to be a decade behind and still very profitable.
Besides that, having a Claw-like AI with full access to your phone is surely a recipe for disaster. IMO Apple is being justifiably cautious in staying an spectator, looking busy, and waiting to make a deal with the winner of the chatbot wars.