I am the Vice President of Apple Intelligence, and this week I stood on a stage and introduced you to Apple Foundation Models, which I named, which is the part I built. The models are Gemini. They are Google's. We did not make them. I want to be precise, because precision is a value here: we made the words "Apple Foundation Models," and we made them in San Francisco, on a Mac. Here is what I actually shipped. A system orchestrator. It is a layer that sits on top of Google's brain and decides which of Google's thoughts to show you, and in which app, and with which font. I orchestrate. The intelligence is rented. I am the conductor of an orchestra I do not own, playing music I did not write, and I walked out for the bow. For ten years we told you the magic was that we made the whole thing. The silicon, the software, the soul. On your device. Yours. This year the soul is a vendor relationship, and I said the word "seamless" and you applauded, because the word still works even after the thing it described left the building. We reportedly pay Google about a billion dollars a year for the brain. I have a budget line for it. The line does not say "brain." It says "foundation services." I named that too. And the privacy promise, I kept it, word for word, the same sentence as last year. Your data is used only for the task. Google does not see your request. Outside experts can verify our guarantees at any time. I can recite it in my sleep. I recited it over a model I did not build, about a partner I will not name on the slide, and every clause was technically true, which is the only kind of true we ship. Someone in the keynote row asked me, quietly, "so what did Apple make." I said: the experience. He asked again. I said: the orchestration. He asked a third time. I told him that question was not aligned with the roadmap, and he stopped asking, and I gave him a lanyard. We did not build the intelligence. We built the sentence that says we did. And you bought the phone that says it out loud.