Apple(US:AAPL) Huan Qiu Wang·2025-07-01 06:08Core Viewpoint - Apple is considering a shift in its artificial intelligence strategy, potentially abandoning its in-house model development in favor of partnerships with Anthropic and OpenAI for enhancing Siri's capabilities [1][4]. Group 1: AI Strategy Shift - Apple is reportedly planning to forgo its original plan to upgrade Siri with its own "Apple Foundation Models" by 2026, opting instead to explore the integration of external large language models [1]. - Discussions with Anthropic and OpenAI are underway, focusing on training specialized model versions compatible with Apple's cloud infrastructure to enhance user privacy [1][4]. Group 2: Testing and Negotiations - Siri's head, Mike Rockwell, is leading the testing of external models, with results indicating that Anthropic's Claude model outperforms ChatGPT [4]. - Apple’s VP of enterprise development, Adrian Perica, has initiated negotiations with Anthropic, which has proposed licensing fees in the range of hundreds of millions of dollars annually, increasing each year [4]. Group 3: Internal Development and Team Impact - The internal "LLM Siri" project, led by AI head John Giannandrea, is still progressing but at a slow pace, with a team of about 100 people [4]. - The strategy shift has led to significant impacts on Apple's AI team, including the departure of top engineers and potential resignations from the team behind the open-source AI framework MLX [4]. Group 4: Talent Competition - Apple faces intense competition for AI talent, with reports indicating that salaries offered by Meta and OpenAI may exceed Apple's by more than double [5]. - If the collaboration with Siri is successful, Apple may increasingly rely on third-party partnerships for future functionalities, potentially complicating the situation for its AI team [5].