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Trump's AI Stake, SpaceX's IPO Froth, and Apple's Siri Overhaul
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Apple's Siri Overhaul: Google Gemini, Three-Tier Routing, and a Missed Decade
At 58:55 · chapter starts 56:00
As Apple's WWDC approaches — the last under Tim Cook before he hands over to John Ternus — the company is announcing a fundamental Siri overhaul. Kara opens by confessing that Siri failed to call her contact Amanda on a basic walk down a Manhattan street this morning. Scott fills in the technical details: the rebuilt Siri runs on a custom 1.2 trillion parameter Gemini model, [1] — Scott Galloway "Siri Gemini model parameters: The rebuilt Siri runs on a custom 1.2 trillion parameter Gemini model under a deal worth approximately $1 bil…" 56:58 the deal is worth approximately $1 billion a year to Google, and it uses a three-tier routing system — on-device for simple queries, Apple's private cloud for moderate ones, and Google's NVIDIA B200 GPUs for heavy reasoning. New features include multi-step commands, persistent iCloud-synced conversation history, and on-screen awareness. It launches as a standalone app for the first time, after two previous delays. Both hosts are withering: Apple surrendered search to Google and is now surrendering AI in the same direction. Scott notes the irony that Siri is accidentally activated on iPhones ten times a day, making it statistically the most accessible AI in history, and yet Apple has spectacularly failed to leverage it. He wonders aloud whether 'Siri' as a brand name is now so associated with failure that it needs to be retired entirely. Kara trusts Apple on privacy but calls the product incompetent.
Apple's rebuilt Siri runs on a 1.2 trillion parameter Google Gemini model via a deal worth about $1 billion a year to Google. Scott Galloway and Kara Swisher agree it's overdue and possibly too late — and wonder if Siri needs a full rebrand because the name has become synonymous with failure.
The rebuilt Siri runs on a custom 1.2 trillion parameter Gemini model under a deal worth approximately $1 billion a year to Google.
