Bloomberg Intelligence Apple Weighs Using Anthropic and OpenAI to Power Siri
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Jul 1, 2025 In this conversation, Stamatis Tsantanis, Chairman and CEO of Synergy Maritime and United Maritime Corporation, shares insights on how geopolitical tensions affect the global shipping industry. He discusses the challenges of re-routing fleets and managing tariffs, illustrating the resilience of shipping amidst instability. The dialogue also touches on Apple’s potential shift towards integrating AI technologies from Anthropic and OpenAI for Siri, highlighting how this could reshape user experience and competitive dynamics in tech.
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Apple's AI Strategy Shift
- Apple might sideline its in-house AI models and use external AI like Anthropic or OpenAI for Siri.
- This marks a major strategic shift as Apple underinvested compared to hyperscalers in AI development.
Apple's AI Investment Gap
- Apple has underinvested in AI, spending $10B versus $80B by competitors.
- They are partnering with Anthropic or OpenAI to catch up on generative AI capabilities for Siri.
Apple's Multi-Partner AI Approach
- Apple wants multiple AI partners, not to depend on just one like OpenAI or Anthropic.
- This diversification helps them avoid antitrust complications with Google and broadens AI capabilities.