Apple(US:AAPL) 3 6 Ke·2025-05-28 23:56Core Viewpoint - Apple is planning to introduce third-party voice assistants for EU users, potentially allowing options like Amazon Alexa and Google Assistant alongside Siri, as part of its AI strategy [1][3]. Group 1: AI Strategy and Internal Culture - Apple's internal culture has created significant resistance that impacts the implementation of its AI strategy [5]. - Prior to the emergence of OpenAI's ChatGPT, Apple executives, led by Craig Federighi, did not view AI as a core capability for PCs or mobile devices, resulting in a lack of urgency in AI development [6]. - Apple's product development philosophy emphasizes using mature technologies, which can slow down product iteration, particularly in the fast-paced AI sector [8]. Group 2: Siri Development Challenges - The development of a personalized Siri has faced delays, leading to integration issues between the old and new versions of Siri [10]. - Apple has allowed engineers to use third-party large language models to expedite the development of Siri, but this has not significantly improved user experience [10][13]. - The failure to deliver a personalized Siri has led to consumer complaints of "false advertising," particularly from those who purchased the iPhone 16 series expecting an AI-driven experience [13]. Group 3: Third-Party Voice Assistants as a Solution - Introducing third-party voice assistants like Amazon Alexa and Google Assistant could effectively address the immediate need for advanced AI capabilities, as these platforms have already undergone significant upgrades [15]. - Both Amazon Alexa and the new Google Assistant can perform complex tasks and offer personalized interactions, which Apple's current Siri cannot match [17]. - The EU's regulatory environment encourages Apple to open its ecosystem to third-party voice assistants, aligning with both user needs and compliance requirements [17].