Apple to Announce Reconstructed AI Siri at WWDC
Apple plans to officially release the restructured AI-driven Siri at tomorrow's WWDC conference, following an internal crisis meeting that has prompted collaboration with Google Gemini and leadership adjustments.
The new Siri will shift from a chat assistant to a more capable agent, supporting complex task handling and launching a standalone ChatGPT-like application. Tim Cook is personally involved to reverse the lag behind OpenAI and Google.
Market dynamics indicate that developer and user demand for intelligent agents is driving Apple’s capital shift from hardware ecosystems to AI integration. Event-driven factors show that subscription and ecosystem revenue are flowing from traditional Siri to the Gemini-powered new version, benefiting Apple users and Google partners, while putting pressure on the internally lagging AI team and competitor product lines.
Source: Public Information
ABAB AI Insight
Apple's Siri has undergone multiple iterations since its launch in 2011 but has consistently lagged behind. The previous underperformance of Apple Intelligence triggered a crisis meeting in early 2025, leading to the marginalization of John Giannandrea and the introduction of the external Gemini model, with Mike Rockwell taking over, continuing Cook's tradition of personally intervening in key products.
In terms of capital flow, Apple is channeling resources towards Google licensing and the reconstruction of Siri, aiming to quickly enhance functionality through the WWDC release and deliver AI results before Cook potentially hands over leadership. The motivation is to regain user trust and maintain ecosystem stickiness in the agent era.
Similar to the early introduction of Siri, which lagged behind Alexa and Google Assistant for a long time, Apple’s AI is currently in a transitional phase from closed self-development to open collaboration and rapid agent execution.
Essentially, this represents a technological replacement, where the underlying Gemini model and agent capabilities replace Apple’s slow internal development. Mechanically, it shifts capital from closed teams to cross-company integration, accelerating Siri's transformation from a passive chat tool to an active execution tool in the industry chain.
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While internal self-development may seem to provide control, it is the external top models that serve as levers for a quick turnaround in a crisis. Selling hardware ecosystems takes time, while selling agent integration attracts users; the top product strength comes after Tim Cook's overturned decisions. The company lacks resources, but it needs the determination to acknowledge its lagging execution; the winners will reshape AI competition pricing power through external replacements.