On Tuesday, Deepwater Asset Management’s Gene Munster highlighted that Apple Inc. (NASDAQ:AAPL) switching from OpenAI’s ChatGPT to Alphabet Inc.’s (NASDAQ:GOOG, GOOGL) Gemini heightens the chances of success for Siri. He commended Apple CEO Tim Cook for addressing Siri’s issues, suggesting the new direction signifies a serious commitment to enhancing Apple Intelligence. Munster predicts this strategic shift, away from GPT, positions the new Siri for success upon its anticipated launch in April 2024. Meanwhile, Tesla’s CEO Elon Musk criticized the partnership, expressing concerns over Google’s potential leverage given its dominance in the Android and Chrome ecosystems. In a shift in Apple’s leadership, John Giannandrea, who led Apple’s AI initiatives, will transition to an advisory role, with Amar Subramanya stepping in, who also contributed to Gemini. Analysts, including Wedbush’s Dan Ives, view this partnership as a significant catalyst for Apple’s AI future, especially as Alphabet’s market value surpasses Apple’s.
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