Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake

**Alex Kantrowitz** (0:00)
Everyone's making a super app. Who's in the best position? Has Apple already won consumer AI?
And does automation ruining the World Cup show that even if AI makes things worse, we still can't help ourselves? That's coming up with MG. Siegler right after this.
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**Alex Kantrowitz** (1:40)
Welcome to Big Technology Podcast. It's the first Monday of the month, and so we are joined, as always, by MG. Siegler in his first Monday of the month appearance here on Big Technology Podcast. We have so much to speak about with you today, including the latest on the Super App Battle, whether Apple's victory in Consumer AI is complete, total and unimpeachable, and whether the World Cup is ruining soccer with automation and its replay. So MG., it's great to see you again. Welcome back.

**M.G. Siegler** (2:10)
Thank you, Alex. Excited to talk sports. Never, rarely get to do that. That'll be exciting.

**Alex Kantrowitz** (2:15)
Well, it's interesting because Marty Swant, who writes for Big Technology on Mondays, wrote to me, and he's like, I wish we could write about the World Cup. And I was like, of course, we should write about it.
It is like AI or automation, whatever the technology label you want to apply to is destroying these games. And so we'll have a piece out on that. And I think you and I will have some interesting conversations about it, especially since you have Norwegian blood, which I just learned.

**M.G. Siegler** (2:42)
And I live in England and oh boy, this week is going to be interesting. At 10 PM it's on this time. Last night's game was on, you know, in England time it ended up being what, 2 AM because it was delayed. But this coming one against Norway will be 10 PM. The pubs will be crazy. It'll be awesome.

**Alex Kantrowitz** (3:03)
So if Norway wins, given that you have Norwegian blood and you live in England, do you row with one hand or how does the celebration work?
Okay. So folks, that's just a preview of what's to come. Let's talk about the summer of super apps, as you're calling it, MG. So first of all, a little news that we covered a little bit on the Friday show, but I think we should spend some more attention on is that Microsoft is now merging its consumer and enterprise co-pilot apps into a new unified app that will feature AI coding tools and new AI agents that customers would need to pay extra for. That is according to the information. I'll just read this brief note from Spyglass that I think will kick us off into it. You wrote, I am shocked, shocked, that the strategy of having 17 different versions of co-pilot across 17 different surfaces, including, yes, services with a capital S, hasn't worked out for Microsoft. Delivering one co-pilot is obviously the right approach and messaging, and yes, that puts Microsoft in the camp with Meta, X, Coinbase, Airbnb, Uber, Snap, Spotify, even Disney is going all in after the elusive super app concept, and assuming the timeline above is right, they'll be in a foot race to get their take out the door with who else, OpenAI. So, I mean, let's just start broad here, MG. I mean, it seems like if you think about it, we talked about this a little bit on Friday, but Microsoft, Google, OpenAI, Anthropic, Meta, anyone with an AI play is trying to make their own super app, which is basically an AI interface for all computing that you would do, whether that's on your computer or on the web.