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cover of episode Apple Weighs Using Outside AI to Power Siri in Major Shift

Apple Weighs Using Outside AI to Power Siri in Major Shift

2025/6/30
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Bloomberg Businessweek
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E
Ed Price
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Erik Wasson
M
Mark Gurman
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Trish Damkroger
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Mark Gurman: 苹果公司的人工智能战略最初侧重于内部模型，但很快意识到这些模型在与ChatGPT等竞争对手相比表现不佳。因此，苹果正在考虑转向使用第三方模型，如Anthropic的Claude或OpenAI的ChatGPT，来为Siri提供支持。Siri目前的表现并不理想，苹果希望通过采用外部AI技术，能够更快地推出新功能，并提升Siri的整体吸引力。如果苹果最终决定这样做，将标志着其在人工智能领域迈出重要一步，成为一个真正的参与者。苹果公司对下一代消费者尤为关注，因为他们可能会因为苹果在人工智能领域的滞后而选择其他生态系统。苹果过去也曾在类似情况下选择与外部公司合作，例如在5G技术转型时与Qualcomm的合作。苹果可能会采取类似的策略，与AI公司合作的同时，继续秘密研发替代方案。目前，苹果内部也在进行一个新的Siri LLM项目，该项目使用内部模型，并且正在评估使用Anthropic、OpenAI或Apple Foundation模型来改进Siri的可能性。在众多AI公司中，Anthropic和OpenAI被认为是领先者，而苹果内部似乎更倾向于Anthropic的技术，但Anthropic的要价较高，因此苹果也在考虑与OpenAI合作。 Mark Gurman: 我认为苹果公司面临着一个关键的战略选择。他们最初的计划是依靠内部开发的人工智能模型来驱动Siri，但现实表明，这些模型在性能上无法与市场上的领先者竞争。因此，苹果不得不考虑转向外部寻求解决方案。这是一个明智的举措，因为它可以帮助苹果更快地推出更具竞争力的新功能，并避免在快速发展的人工智能领域落后。然而，这也意味着苹果需要放弃一部分对核心技术的控制权，这对于一家一直以来都强调自主研发的公司来说，无疑是一个艰难的决定。尽管如此，我认为苹果最终会选择与外部合作伙伴合作，并在未来某个时候，当他们自己的模型足够成熟时，再将技术转移回内部。这是一个务实的选择，可以确保苹果在人工智能领域保持竞争力，并最终为用户提供更好的产品体验。

Deep Dive

Shownotes Transcript

Watch Bloomberg Businessweek Daily every day on YouTube: http://bit.ly/3vTiACF).Apple Inc. is considering using artificial intelligence technology from Anthropic PBC or OpenAI to power a new version of Siri, sidelining its own in-house models in a potentially blockbuster move aimed at turning around its flailing AI effort.The iPhone maker has talked with both companies about using their large language models for Siri, according to people familiar with the discussions. It has asked them to train versions of their models that could run on Apple’s cloud infrastructure for testing, said the people, who asked not to be identified discussing private deliberations.If Apple ultimately moves forward, it would represent a monumental reversal. The company currently powers most of its AI features with homegrown technology that it calls Apple Foundation Models and had been planning a new version of its voice assistant that runs on that technology for 2026. A switch to Anthropic’s Claude or OpenAI’s ChatGPT models for Siri would be an acknowledgment that the company is struggling to compete in generative AI — the most important new technology in decades. Apple already allows ChatGPT to answer web-based search queries in Siri, but the assistant itself is powered by Apple.Today's show features:

  • Bloomberg News Managing Editor for Global Consumer Tech Mark Gurman on Apple considering using artificial intelligence technology from Anthropic PBC or OpenAI to power a new version of Siri
  • Ed Price, Senior Non-Resident Fellow at New York University and former British trade official on the latest from Ukraine and expectations for ongoing US trade negotiations
  • Trish Damkroger, Chief Product Officer, SVP & General Manger of High Performance Computing and AI of HPE
  • Bloomberg News Congressional Reporter Erik Wasson on the latest tax bill negotiations within the US Senate

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