They couldn't deliver because they are not a startup and thus have something to lose in a way that OpenAI/Anthropic don't. If Siri starts telling people to self-destruct themselves it would be a major PR disaster, whereas Apple Intelligence being late is not. Arguably the technology they needed (strong guardrails) didn't really exist at the time and the extra couple of years is what made the difference.
Are you saying that Google is a startup?
Google doesn't care about reputation the way Apple does. People are used to Google shipping broken features and shutting down products when they don't immediately sell. Apple is a premium brand and it's expected to be more stable, and to deliver solutions that actually work.
Yeah, that's exactly why Apple is paying money to Google now to fix the shitshow that is Siri
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