Google Gemini Could Be the Ceiling on Apple's AI Ambitions

Apple analyst Ming-Chi Kuo says the real test of today's WWDC keynote is whether Apple can deliver better AI experiences than Google using the same Gemini models. Apple is using Google's Gemini to underpin the revamped version of Siri and new Apple Intelligence features. The key takeaway from WWDC, Kuo argues in a new post on X, will not be the short-term market reaction after the event. It will be whether Apple, using the same Gemini models, can deliver better AI applications, agentic work...