Core Insights - Apple, once a leader in AI with Siri, is now perceived as lagging behind in the era of large AI models, particularly after the lackluster updates presented at WWDC 2025, leading to a significant drop in stock price from $205 to $196 over five days [3][4][10] - The company is reportedly advancing three main AI projects: Siri 2.0, Knowledge chatbot, and a background assistant called Copilot, which aims to enhance user experience through proactive assistance [3][4][6] Group 1: AI Projects Overview - Siri 2.0 is the primary focus of Apple's AI initiatives, aiming to improve the existing voice assistant capabilities [4] - Knowledge is a web-based AI Q&A service, described as a simplified version of Siri, utilizing data from Safari, NewsKit, and Apple Maps, and is led by former Siri head Robby Walker [5][6] - Copilot is designed as a proactive assistant that anticipates user needs based on various data inputs, aiming to integrate seamlessly across Apple's ecosystem [6][7] Group 2: Challenges and Strategic Considerations - Apple's AI development has faced delays, particularly with the Apple Intelligence project, which has not met user expectations, raising concerns about the company's ability to deliver on its AI promises [8][10] - The company's stringent privacy and data security requirements have hindered the progress of its AI models, leading to reliance on external solutions like OpenAI's ChatGPT for initial functionalities [10][11] - The disparity between cloud and edge computing capabilities poses a significant challenge for Apple in delivering a competitive AI experience, necessitating deep optimization of its AI models [11][13]