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Apple to Pay Google $1B for Siri's AI Upgrade

Nov 14, 2025
The hosts dive into Apple's bold $1 billion deal with Google to enhance Siri using Gemini AI. They explore why Apple opted for Google over other AI vendors and the implications for both companies. The discussion covers the technical details of Gemini's impressive model size compared to Siri's current capabilities, and the strategic benefits for Google. Concerns about privacy and on-device processing are raised, alongside the potential impact on consumer perception. The episode wraps up with thoughts on how this deal could reshape AI in everyday devices.
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INSIGHT

Apple Paying Google For Gemini

  • Apple plans to pay Google ~$1B/year to use a custom 1.5T-parameter Gemini model to power Siri starting in 2026.
  • Hosts view the move as pragmatic but embarrassing, since Apple could have pursued on-device or open-source alternatives.
INSIGHT

Gemini Won The Contract

  • Google beat OpenAI and Anthropic to supply Apple, reportedly because Anthropic priced too high.
  • The custom Gemini is ~1.5 trillion parameters, vastly larger than current Siri models.
INSIGHT

Gemini Gains Massive User Exposure

  • The deal massively increases Gemini's potential weekly active users by routing Siri traffic through Google's model.
  • That scale helps Google showcase Gemini's real-world performance and adoption metrics.
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