Everyday AI Podcast – An AI and ChatGPT Podcast

Ep 651: Apple’s $1 billion bailout: Why Siri needs Gemini’s AI Brains

46 snips
Nov 11, 2025
Apple's billion-dollar deal with Google indicates a major AI misstep, as they turn to the Gemini model to revamp Siri. The discussion dives into Apple's struggles with generative AI, including challenges like data gaps and talent shortages. Questions arise about data privacy and the effectiveness of the Gemini-powered Siri in handling complex voice commands. Will this partnership secure Apple's competitive edge or just buy time? The stakes are high, with potential market cap implications depending on their AI strategy.
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INSIGHT

Apple Pays For AI It Couldn’t Build

  • Apple licensed a customized 1.2T-parameter Gemini model because Siri's internally built generative AI repeatedly failed.
  • Jordan Wilson calls the $1B/year deal a public surrender that buys short-term relevance for Apple.
ADVICE

Use Partnerships As A Short‑Term Bridge

  • Consider white‑label model partnerships as a pragmatic bridge when internal capabilities lag.
  • Use short‑term licensing to deliver visible product upgrades while rebuilding core systems.
INSIGHT

Three Structural Causes Of Apple's AI Failure

  • Jordan lists three core reasons Apple failed at generative AI: lack of user data, talent drain, and corporate arrogance.
  • He argues these structural gaps make it unlikely Apple can catch up to OpenAI and Google.
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