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Siri Needs an App, Apple Preps for Post-Cook, Scott Nolan Truth Nuke | Shervin Pishevar, Horacio Rozanski, Glenn Fogel, JD Ross, Nick Fleisher, Rob Slaughter, Sajith Wickramasekara

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Jan 13, 2026
Shervin Pishevar, an Iranian-American entrepreneur and venture capitalist, shares insights on the courage of protesters in Iran and the vital role of technologies like Starlink in supporting their fight for freedom. Horacio Rozanski, CEO of Booz Allen Hamilton, discusses the integration of AI and cybersecurity in government missions. Glenn Fogel, CEO of Booking Holdings, dives into the concept of agentic commerce and how AI is reshaping the travel industry. Other guests like J.D. Ross and Nick Fleisher talk about modernizing insurance and legal workflows through innovative tech solutions.
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INSIGHT

Siri Needs An App

  • Siri's OS integration limited its UX; a dedicated Siri app would enable persistent chat, history, and richer agentic commerce features.
  • John Coogan argues Gemini under Siri will monetize queries and eventually flip the current payments dynamic between Apple and Google.
INSIGHT

Apple-Google AI Deal Signals Monetization Flip

  • Apple picked Gemini after a blind test and will likely route LLM queries to Google initially while planning on-device models later.
  • The deal signals an eventual flip where LLM query routing becomes a monetizable channel with affiliate/transaction fees.
ADVICE

Prioritize Model Integration Over UI Vanity

  • Use agentic hooks into the OS to enable tasks like desktop cleanup and cross-app workflows; platform integrations matter more than standalone UIs.
  • Prioritize model implementation, speed, and OS APIs before polishing optional app surfaces, says Tyler.
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