What analysts say
“For Apple, partnering, rather than building an end-to-end AI proprietary model stack, could compress time-to-market and reduce execution risk by leveraging mature, already-deployed technology.” — Anisha Bhatia, senior technology analyst at GlobalData.
“For the people asking if the Apple-Google deal means there is no differentiation, think about it in F1 terms: multiple teams run the same engine, yet deliver vastly different results based on design and setup. Same here.” — Creative Strategies analyst Carolina Milanesi.
“Apple’s decision to use Google’s Gemini models for Siri shifts OpenAI into a more supporting role, with ChatGPT remaining positioned for complex, opt-in queries rather than the default intelligence layer.” — Parth Talsania, CEO of Equisights Research.
