Apple to Let Users Choose Rival AI Models

Summary

Mark Gurman discusses Apple's plan to let users choose rival AI models like ChatGPT, Gemini, and Claude on iPhones, building on existing partnerships. He notes that in the short term this is great for customers, but Apple must improve its own AI models in the long run to avoid reliance on third parties. The revamped Siri using Google Gemini models is expected at WWDC in June and rollout in September.

• Apple will allow users to select outside AI services to power features on iPhones.
• Existing partnerships include ChatGPT and Google Gemini for Siri.
• Apple's own AI capabilities are considered behind competitors.
• Short-term, the optionality is positive for customers and hardware sales.
• Long-term, Apple needs to develop frontier AI to support future hardware products.
• Revamped Siri based on Google Gemini is expected at WWDC in June.
• Rollout is planned for September; delays could be problematic.