Will Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI

**Alex Kantrowitz** (0:00)
Will Apple finally get AI right at WWDC? Anthropic is worried about runaway AI improvement, and Microsoft and OpenAI, once partners, are in head-on competition. That's coming up on a Big Technology Podcast Friday edition right after this. I'm just back from ServiceNow's Knowledge 2026 in Las Vegas, and the conversations I had there are ones you're going to want to hear. I sat down with their president and CPO Amit Zaveri on the platform strategy powering Enterprise AI, Chief People and AI Enablement Officer Jackie Canney, and Chief Digital Information Officer Kelly Romack on what AI really means for the workforce, the technical leaders behind ServiceNow's NVIDIA partnership on shipping AI at scale, and Ulta Beauty on deploying ServiceNow's technology across 1300 stores. If you want to know where Enterprise AI is actually headed, not the hype, but the real story, you can find these videos on my YouTube channel, search Alex Kantrowitz on YouTube. Depending on who you ask, between 80% and 95% of Enterprise AI projects fail. To get AI to work for you, you don't need more tokens, you need better people. A board pairs powerful proprietary tools with senior engineers who've seen it all. That combination means your project doesn't stall, doesn't drift and doesn't fall, it ships. Whether you're a startup that needs to get to market or an enterprise with complex legacy challenges, a board delivers exactly what your business needs fast. A board is your partner for AI transformation. Visit aboard.com and let's build something together. Welcome to Big Technology Podcast Friday Edition, where we break down the news in our traditional cool headed and nuanced format. We have a lot of news to break down for you this week, including a full preview of seemingly everything that's going to happen at WWDC, Apple's big cornerstone event coming on Monday. We also have news that Anthropic is worried about runaway AI improvement. I'm sure Ranjan is going to buy that hook line and sinker, and then we're also going to talk about Microsoft and OpenAI.
Once partner is now competing head on. Joining us as always on Fridays, do it as Ranjan Roy of margins. Ranjan, good to see you.

**Ranjan Roy** (2:01)
You already got me there, hook line and sinker.

**Alex Kantrowitz** (2:04)
I was pasting that story into our document, and I was with every paragraph anticipating your reaction, saying that it's marketing. So we'll have an interesting segment coming up.

**Ranjan Roy** (2:16)
Our prep doc is just one long opportunity for you to trigger me, Alex.

**Alex Kantrowitz** (2:21)
Starting with Siri. Starting with Siri, then go to Anthropic, and then I don't know where you stand on Microsoft, OpenAI. All right, but let's build some tension here. It's going to be an exciting final segment.

**Ranjan Roy** (2:32)
Let's build the tension here.

**Alex Kantrowitz** (2:33)
Legendary debate. Okay, but seriously, we should talk about the Siri thing.
I'm actually, so I'm about to fly out to San Francisco for, well, I thought it was going to be WWDC. It looks like I am on the band list this year, but anyway.

**Ranjan Roy** (2:48)
Wait, really?

**Alex Kantrowitz** (2:49)
I'll be in proximity if nothing else.

**Ranjan Roy** (2:52)
Wait, wait, hold on. I'm trying to remember. Did you go last year where you were already disengaged?

**Alex Kantrowitz** (2:57)
I have been, yes. I've been to WWDC at least the last two years. So, this year, no luck.
No luck, but I'm going to, it's not Tim anymore, it's John.

**Ranjan Roy** (3:10)
Tarnas, Tarnas.

**Alex Kantrowitz** (3:12)
All right, I'm going to cross my fingers and maybe I'll get in and have a report from you, for you from the ground then. But you know what? Maybe you don't even need to be in Cupertino to get the WWDC run down because it looks like Mark Gurman has like every detail of what Apple is about to announce. And we're going to run through all the big announcements that Apple is going to make at WWDC and give you our perspective on it. And I'll start off saying that I read this and left immediately extremely optimistic about where Apple is heading. It seems like the company is finally understanding the way that it can use artificial intelligence in its products and the fact that it doesn't need to build everything. And let me start with before we get into the actual announcements, Ranjan, if you will, let me start just with the context here for Apple. Because while we've said that WWDC and the AI work that they're doing is the most important thing the company can do at this moment, at least in the near term, it hasn't been the case, right? Company is surging right now on the back of iPhone 17 sales. It did $140 plus billion in the first quarter, which is sort of the traditional Q4 for everybody else. $111 billion in the most recent quarter. Its stock is up 56% over the past year, and this is all pre-AI.