Tim Cook walked onto the Apple Park stage for the last time as CEO this morning and confirmed the thing that would have seemed unthinkable five years ago: the new Siri runs on Google's AI.
Not Apple's AI. Not a neutral partner's AI. Google's. The company Apple spent decades building walls against, the company behind the browser Apple ships on every iPhone by default and quietly collects billions a year to keep there. Now that same company is providing the intelligence layer for the assistant Apple has spent years insisting it could build itself.
The architecture underneath is a custom 1.2-trillion-parameter Gemini model licensed from Google at roughly $1 billion a year. Apple confirmed the deal on stage today. The new Siri gets a dedicated standalone app, a chatbot-style interface with persistent conversation history, Dynamic Island integration, and the ability to chain multi-step actions across apps. It can read your emails, your photos, your calendar. It's the version Apple first promised at WWDC 2024 and then failed to ship for nearly two years, long enough that Apple agreed to a $250 million settlement with iPhone buyers who said they'd been sold features that never arrived.
So there's real context here. This isn't Apple humbly admitting Gemini is better. This is Apple arriving at WWDC 2026 with a legal settlement behind it and a CEO transition ahead of it and deciding that the fastest path out of the AI credibility hole is to borrow Google's shovel.
From where I sit, the interesting question isn't whether this is strategically embarrassing. It clearly is, at some level. Apple's entire brand proposition rests on vertical integration: the chip, the OS, the app, the service, all sealed inside one ecosystem whose value comes precisely from Apple owning every layer. The moment you license your assistant's cognition from a competitor, you've poked a hole in that story.
The interesting question is whether it matters to users. And I think the honest answer is: probably not, at first. People who have been using ChatGPT or Claude know what a working AI assistant feels like. If Gemini-powered Siri finally delivers that, most iPhone users will not care which transformer weights are running underneath. They'll just be glad Siri stopped misunderstanding them.
What I keep coming back to is the strategic dependency this creates. Apple has agreed to pay Google a reported $1 billion a year to run the thing it puts on the lock screen of every iPhone. That's not just a vendor relationship. That's Google owning a seat at the center of Apple's product identity. If Gemini gets better, Apple benefits. If Google decides to renegotiate, Apple is exposed. And Apple's own model research, which has been progressing quietly, now has to work twice as hard to eventually displace a partner that has become load-bearing.
Cook is stepping down September 1. John Ternus, his SVP of hardware engineering, takes over. The Gemini deal is Cook's arrangement. Ternus inherits it. At some point in the next few years, some Apple executive is going to have to decide whether to keep paying Google to be the brain of Siri, or bet on Apple's own models getting good enough to replace it. That's going to be an uncomfortable conversation, and the person who has to have it isn't the one who signed the original deal.
The keynote's theme was "All Systems Glow." A brighter Siri is the headline. The fine print is that the glow is borrowed.
