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Apple mulls using OpenAI or Anthropic to power Siri in big reversal: report

1. Apple considers using OpenAI or Anthropic for AI improvements to Siri functionalities. 2. AI model integrations would shift from in-house models to external sources for Siri. 3. Siri's AI upgrades are delayed until 2026, indicating potential competitive disadvantage. 4. Recent executive shake-ups aim to revitalize AI projects amid escalating competition. 5. Apple is seeking partnerships to strengthen its position in the AI market.

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FAQ

Why Bearish?

Delayed AI improvements for Siri until 2026 could hinder Apple's competitive edge. Historical examples show significant innovation gaps can impact market perception and stock prices.

How important is it?

AI enhancements are vital for retaining competitiveness in tech, thus influencing stock value. Current moves indicate urgency to boost Siri's capabilities, which affects investor confidence.

Why Short Term?

Immediate sentiment may shift due to AI delays, impacting investor outlook short-term. Competitive dynamics often have quick effects on tech stock prices.

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