WWDC 2026: Siri on Gemini, a Foldable iPhone, and Cook's Last Keynote

**SPEAKER_1** (0:00)
No one goes to Hanks for his spreadsheets. They go for a darn good pizza. Lately though, the shop's been quiet. So Hanks decides to bring back the $1 slice. He asks Copilot in Microsoft Excel to look at his sales and costs and help him see if he can afford it. Copilot shows Hanks where the money's going and which little extras make the dollar slice work. Now Hanks has a line out the door. Hanks makes the pizza, Copilot handles the spreadsheets. Learn more at m365copilot.com/work.

**SPEAKER_2** (0:33)
New markdowns up to 70 percent off are at Nordstrom Rack Stores now.
Stock up and save big on shoes, tops, dresses, accessories and more must-haves for summer. Join the Nordy Club to unlock exclusive discounts, shop new arrivals first and more. Plus buy online and pick up at your favorite rack store for free. Great brands, great prices. That's why you rack.

**SPEAKER_3** (0:58)
Ready to soundtrack your summer? With Red Bull Summer All Day Play, you choose a playlist that fits your summer vibe the best. Are you a festival fanatic, a deep end DJ, a road dog or a trail mixer? Just add a song to your chosen playlist and put your summer on track.
Red Bull Summer All Day Play. Red Bull gives you wings.
Visit redbull.com/brightsummerahead to learn more. See you this summer.

**SPEAKER_4** (1:24)
Apple is officially renting its artificial intelligence from Google. They're integrating Gemini models directly into Siri AI, right as Tim Cook hands the CEO title to John Ternus, the head of hardware engineering.

**SPEAKER_5** (1:37)
Yeah, which is a stark contrast when you think about it. I mean, a company that built its entire identity on controlling every single piece of the user experience. Hardware, software, services couldn't build the intelligence it needed internally, so they're outsourcing their core reasoning to a primary competitor.

**SPEAKER_4** (1:55)
Right. So if Apple is giving up ground on AI infrastructure, we have to figure out what exact piece of the ecosystem they're quietly trying to make inescapable. Because they're retreating on pure software intelligence, but they're aggressively locking down physical hardware and deeply personal data.

**SPEAKER_5** (2:12)
Well, the succession plan gives you a pretty clear lens on that strategy. Tim Cook stepping down and John Ternus taking over, that tells a very specific story. Ternus is a long time hardware veteran.

**SPEAKER_4** (2:22)
Yeah, head of hardware engineering.

**SPEAKER_5** (2:23)
Yeah, exactly. He is the person responsible for the physical objects you hold in your hand. The tactile feel of the aluminum, the thermal constraints of the silicon.
He's a hardware guy.

**SPEAKER_4** (2:34)
We have to look at the Gemini integration alongside that promotion, because Apple's new Siri AI relies entirely on Google's Gemini family of models for broad world knowledge and advanced reasoning.

**SPEAKER_5** (2:46)
Right.

**SPEAKER_4** (2:47)
I mean, Apple has virtually unlimited resources, an abundance of cash, top tier talent.
Despite all of that, they failed to build a competitive internal model. They actually went to a rival to supply the brain for their flagship interface.

**SPEAKER_5** (3:02)
Promoting a hardware executive when the entire tech industry is completely focused on artificial intelligence, it tells a specific story about corporate culture. There's this concept called the gravity of success.

**SPEAKER_4** (3:12)
Like a black hole.

**SPEAKER_5** (3:13)
Yeah, exactly like a black hole. The more successful a company is with a specific product or a specific way of working, the denser its mass becomes. It pulls everything toward that center. So the higher an organization builds, the harder it is to believe the rules of the game have altered.
Apple's absolute success with hardware control and closed ecosystems essentially blinded them to the necessity of building an internal AI model from the ground up.

**SPEAKER_4** (3:37)
Because they operated under the assumption that the old playbook would just work for generative models.

**SPEAKER_5** (3:42)
Yeah, the old playbook of secrecy, tightly controlled multi-year development cycles, you know, hardware gated feature releases.

**SPEAKER_4** (3:49)
Which does not map on to training large language models at all. That requires massive chaotic data ingestion, continuous open source iteration.

**SPEAKER_5** (3:58)
And a culture of publishing research to actually attract top machine learning engineers, which Apple notoriously didn't do for years.

**SPEAKER_4** (4:05)
Right. And John Ternus, I mean, he's a brilliant executive. He's an Apple veteran who guided the Mac through the transition to Apple Silicon. He understands supply chains and manufacturing tolerances better than anyone.

**SPEAKER_5** (4:17)
But he is not an AI leader. He's not a software architect. He's not someone coming from outside the gravitational field of Apple's hardware dominance. He is the gravitational field. They promoted the physical embodiment of their past success.
The culture that built the iPhone worked perfectly right up until it didn't serve the current computing paradigm. They spent over a decade with the original iteration of Siri, and they just reached a point where they no longer possess the internal capability to build what the product needed to be.