1. Apple may integrate OpenAI and Anthropic AI tech for Siri's update. 2. Apple's in-house AI project, 'LLM Siri', is ongoing but delayed. 3. Siri's AI launch postponed to 2026 or later due to technical challenges. 4. Apple lags behind competitors like Google and OpenAI in AI development.
The delay in Siri's AI capabilities may erode market confidence in Apple's innovation, similar to prior delays seen with product launches affecting stock performance negatively.
The integration with OpenAI and Anthropic signifies a strategic shift for Apple, impacting future growth and investor perception of its competitive position.
Immediate investor sentiment may react negatively to the delays, impacting stock price in the near future, akin to past reactions during product rollout delays.