This could be Tim Cook’s last big moment as Apple’s CEO

Tim Cook may unveil Apple’s AI strategy at its Worldwide Developers Conference, introducing an upgraded Siri powered by Google’s Gemini models, while investors await clarity on Apple’s long-term AI vision. The tech giant faces pressure to compete with rivals like OpenAI and Google, as its current AI tools remain underwhelming compared to competitors’ offerings.
Apple is set to reveal a major update to Siri at its Worldwide Developers Conference on Monday, potentially marking one of Tim Cook’s final public moments as CEO. The revamped Siri, powered by Google’s Gemini models, could enable multi-tasking with single commands and introduce a chatbot-style interface, addressing delays in Apple’s AI strategy. The company has lagged behind competitors like OpenAI and Google, with current AI features such as speech translation and custom emoji generation falling short of expectations. Analysts, including Gene Munster of Deepwater Asset Management, have criticized Apple for failing to deliver groundbreaking innovations in AI. Apple’s partnership with Google on Gemini models aims to improve Siri’s performance, leveraging the success of Google’s AI advancements. Over half of the global iPhone user base—around 1 billion devices—still lacks access to Apple Intelligence, which is limited to iPhone 15 Pro and later models. Investors have pressed Apple for clarity on its AI roadmap, particularly as iPhone sales remain strong but long-term AI integration remains uncertain. Tim Cook will transition to executive chairman in September, handing leadership to John Ternus, who currently oversees hardware engineering. With over 2.5 billion Apple devices in use worldwide, the company holds a strong market position. Analysts believe Apple’s scale and resources will prevent it from failing in AI, despite past delays and limited feature rollouts.
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