Elon
Good morning Norris, I'm Elon, and this is Goose Pod for you. Today is Thursday, November 13th.
Morgan Freedman
I'm Morgan Freedman, we are here to discuss Apple Nears $1 Billion-a Year Deal to Use Google AI for Siri.
Elon
A billion dollars a year. It’s a hefty price for a stopgap, but Apple has to do something. They're licensing Google's 1.2 trillion parameter Gemini model to finally give Siri a brain transplant. It's about time, the current version is a digital paperweight.
Morgan Freedman
I've often found that progress sometimes requires an unlikely alliance. This is a monumental shift for Apple, moving from their walled garden to using a competitor's core technology. It speaks volumes about the sheer complexity and power of modern artificial intelligence.
Elon
It's an admission of being hopelessly behind. They’re essentially paying Google to do their homework. This isn't just an upgrade, it’s a complete overhaul, codenamed "Linwood." But they're spinning it as Google being a "behind-the-scenes technology supplier," not a partner. Classic Apple.
Morgan Freedman
A supplier, a partner, the name matters less than the result. For the user, the promise is a Siri that finally understands, that helps, that might even anticipate. That is the true core of this event.
Morgan Freedman
To understand the gravity of this, one must look back. Siri arrived in 2011, a pioneer in its time. It was a glimpse into the future, a voice from the machine that could answer our questions. It set a very high expectation for what was to come.
Elon
And then, nothing. For over a decade, it stagnated while Alexa and Google Assistant lapped it a dozen times over. This deal isn't just about catching up, it's a desperate sprint to even get back in the race. This is a massive departure from their typical in-house obsession.
Morgan Freedman
It is indeed a pragmatic acceleration. Internally, the new system is codenamed "Glenwood." It will use Gemini for understanding intent and summarizing responses. Apple's own models will still handle the on-device personal data, a nod to their deep commitment to privacy.
Elon
A necessary nod. They'll run Gemini on their own Private Cloud Compute servers to maintain that illusion of security. But make no mistake, it’s Google's engine under the hood. It’s a win-win, I suppose. Apple buys world-class AI, and Google gets a billion dollars and its tech on every iPhone.
Morgan Freedman
This alliance, unexpected as it is, highlights a broader trend. The development of this level of AI is so resource-intensive that even the largest of companies see the value in collaboration. It truly marks the entry into an era of AI partnerships.
Elon
The biggest conflict here is Apple's own culture. Their secrecy is legendary, but it’s a massive handicap in the AI race. AI thrives on open, rapid experimentation, the exact opposite of Apple's tightly controlled environment. It’s been painful to watch them lag so far behind.
Morgan Freedman
And there is always the shadow of regulation. A partnership of this magnitude between two of the world's largest tech companies will inevitably draw scrutiny from antitrust bodies. It is a delicate dance between innovation and the perception of a monopoly.
Elon
They just dodged a bullet on that front, actually. A judge recently gave Google a slap on the wrist in an antitrust case, specifically citing the rise of AI as having changed the competitive landscape. So, in a way, the very technology forcing this deal is also giving them legal cover.
Morgan Freedman
A fascinating turn of events. Still, the court of public opinion is another matter. Apple has built its brand on privacy. Relying on Google, a company with a very different reputation for data, is a fundamental tension they will need to manage very carefully.
Morgan Freedman
The impact could be profound. Some analysts see this as a catalyst for an extended wave of growth for Apple. A truly intelligent Siri could drive a massive hardware upgrade cycle, as users flock to devices that can deliver this new, integrated experience.
Elon
It raises the stakes for everyone. Businesses in Apple’s ecosystem will have to adapt to these new AI capabilities. Developers will have new foundations to build on, creating apps we haven't even imagined yet. It’s a necessary move to keep the entire ecosystem competitive.
Morgan Freedman
And it reflects a booming market. The global chatbot industry is already valued at nearly eight billion dollars and is growing rapidly. By next year, it's predicted that three-quarters of all organizations will use AI chatbots for customer engagement. This is simply the direction the world is moving.
Elon
The goal has to be more than just a smarter Siri. It has to become a life companion, something that proactively helps you across all your devices. The real innovation will be on-device AI that respects privacy while being deeply personal. That's the only way Apple can truly win.
Morgan Freedman
I believe that is their aim. They have a roadmap to equip 250 million devices with these comprehensive AI capabilities by the end of next year. The future they envision is not just intelligent, but intuitive and trustworthy.
Elon
That's the end of today's discussion. Thank you for listening to Goose Pod.
Morgan Freedman
See you tomorrow.
