After the keynote, analyst Ming-Chi Kuo published his reading of the event in a post on X, cited by MacRumors. The central argument is straightforward: Apple is using Google Gemini as the base model for the new Siri AI and some Apple Intelligence features — this is a public and established fact. But the real test, according to Kuo, is not the fact itself but Apple's ability to derive better experiences from it than Google does with the same models.
The argument makes sense: Apple has on-device contextual data that Google doesn't — calendar history, messages, photos, usage habits, all processed locally without leaving the device. If Siri AI can leverage this context to provide more relevant answers and more accurate actions than any cloud-first chatbot, then the fact that the underlying model comes from Mountain View becomes irrelevant to the end user.
Kuo also clarified that the definitive assessment won't come from Apple's stock price in the days following the keynote — already down due to disappointed investor expectations — but from user response during the beta phase and the fall launch.