Maybe: “ok I’m lazy, the app is preinstalled on my phone and it’s free, there are some ads but ok”

Isn't that the 'bull case' for Gemini?

Have the same feeling, they have Gemma-3 that is preparing to be on-device stuff, and getting deployed on iPhone if I understand it right.

Then it can be something along the lines of "subscribe to Google XXX or Apple +++ and have 'unlimited' cloud requests"