He states here, and again later in the call, that AI daily usage limits will be tied to a user's iCloud+ subscription tier. Apple has also confirmed that iCloud+ tiers will determine how much AI video recognition functionality users will get in their Apple Home. iCloud+ will provide more usage tokens to usersUsers will have to pay more to get more AI tokens. AI driving services growthAs Cook said, Apple will evaluate compute costs versus iCloud+ subscription rates to see how things balance. Things could evolve quickly in the coming months and years, and while Apple AI usage is limited today, it won't always be.