Big Technology Podcast

Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler

100 snips
Jul 7, 2025
M.G. Siegler, author of Spyglass and a keen observer of Big Tech strategies, joins the conversation about AI and its impact on major companies. He explores Apple's potential partnership with Anthropic for Siri's upgrade, promoting a compelling discussion on privacy versus innovation. The talk shifts to Meta's ambitious but uncertain journey toward superintelligence and the intriguing rise of AI browsers like Dia. Siegler also touches on the political dynamics surrounding Elon Musk's intentions for a third party and implications in the electric vehicle market.
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INSIGHT

Apple Eyes AI Brain Swap

  • Apple seriously considers replacing Siri's brain with Anthropic or OpenAI's AI to catch up with competitors.
  • Siri has lagged years behind, failing simple factual queries and needing a major overhaul.
INSIGHT

Apple's Bold Move to Replace Siri's Brain with Anthropic's AI

Apple is seriously considering outsourcing Siri's core intelligence to Anthropic or OpenAI, with Anthropic's Claude currently leading as the preferred partner.

The reasoning is clear: Siri has lagged behind in providing accurate, timely answers, which risks losing users to better AI experiences like ChatGPT.

Anthropic's safety-first, privacy-focused approach aligns well with Apple's values, despite its voice technology still maturing compared to OpenAI's, making it more appealing for integration.

Apple faces significant challenges including high costs—Anthropic reportedly demands a multibillion-dollar annual fee—and server capacity issues that could strain Anthropic's current infrastructure if usage spikes dramatically.

A strategic approach may be outsourcing the intelligence temporarily while Apple rebuilds its own systems internally, securing breathing room and controlling the long-term user experience.

INSIGHT

Privacy Drives Apple's Caution

  • Apple fears trusting third-party AI due to privacy and control concerns.
  • Guarding Siri's user data and experience integrity is paramount, complicating outsourcing decisions.
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