Tim’s overall message to Google was “I imagine us as being able to be deep deep partners; deeply connected where our services end and yours begin and sees no natural impediment to us doing more together. Knows there is a past but doesn’t feel encumbered by it and wants to figure out how we work more deeply together. (and share information better - he stressed this a few times)
So this means Apple is having a hard time figuring out the AI stuff and they realize they actually DO need all of that user data from Google. Gonna be funny when Apple starts slowly backing off of the privacy marketing shtick.