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Apple rented its way into AI: the Gemini/Siri economics

09 Jun 2026

Apple rented its way into AI: the Gemini/Siri economics

Apple spent two years looking like it was losing the AI race. It may simply have been running a different one. This week, at its developer conference, Apple took the stage and unveiled a rebuilt Siri AI to the usual applause. Smarter, more conversational, and finally closer to the assistant it promi

AI strategy build vs buy Apple Gemini compute economics
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