Xin Lang Ke Ji·2025-11-06 23:13Core Insights - Apple is set to launch an AI version of Siri, utilizing Google's custom Gemini AI model, after multiple delays, reflecting Apple's struggles in the AI era [3][8][10] - Apple will pay approximately $1 billion annually to Google for the Gemini model, which will be integrated into Siri and is expected to be released in spring 2024 [3][4][5] - The new AI Siri will operate on Apple's private cloud servers, ensuring user data privacy by not sharing data with Google [4][16] Financial Implications - Apple's revenue for the previous year was nearly $400 billion, with profits close to $100 billion, making the $1 billion expenditure for the AI model relatively minor [4][5] - Google pays Apple $20 billion annually to remain the default search engine on Safari, highlighting the financial interdependence between the two companies [4] Technological Developments - The Gemini model will utilize 1.2 trillion parameters, significantly surpassing the 150 billion parameters of Apple's current internal model [5][16] - Apple is also developing its own 1 trillion parameter model, although there is no clear timeline for its release [7][13] Competitive Landscape - Apple has fallen behind competitors like Google and Microsoft in the AI space, with concerns about its ability to compete effectively in the AI-driven market [9][10][11] - The delay in launching the AI-enhanced Siri has led to investor disappointment and concerns about Apple's future growth [10][11][19] Strategic Challenges - Apple's focus on user privacy has limited its ability to gather training data, putting it at a disadvantage compared to competitors who leverage cloud-based AI models [16][17] - Internal leadership changes and a lack of clear direction in AI strategy have contributed to the slow progress of Apple's AI initiatives [18][19]