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Elon Musk says Apple and Google's Gemini deal “seems like an unreasonable concentration of power for Google, given that [they] also have Android and Chrome”

Elon Musk today expressed concern about Apple and Google partnering on a more personalized version of Siri powered by Google's generative AI platform Gemini.

MacRumors Joe Rossignol

Discussion

  • @elonmusk Elon Musk on x
    @NewsFromGoogle This seems like an unreasonable concentration of power for Google, given that the also have Android and Chrome
  • @jobhakdi Jo Bhakdi on x
    If you add up the user base and distribution power between Google and Apple, it's probably above 50% of all humans and probably above 80% of all humans who are reasonably partaking in civilization. Definitely a huge concentration of power. It will require
  • @marcodotio @marcodotio on x
    @elonmusk @NewsFromGoogle Spot on. Google already dominates search, Android, Chrome—now powering Apple Intelligence too? This is dangerous monopoly territory. Real antitrust action needed before one company controls all AI gateways.
  • @leehepner Lee Hepner on x
    It's remarkable that this isn't squarely prohibited by the Google Search remedy. The only difference is Google's Search monopoly was undeniable, whereas people seem to believe there will always be robust competition in AI cloud and foundation model markets.
  • @leehepner Lee Hepner on x
    How is this different than Google wrapping Search (data/underlying models) in Apple's Safari browser? Didn't the Justice Department *just* win a historic antitrust trial about this? A pox on the apologists. A weak remedy leaves the public having won the battle and lost the war. […
  • @loudmouthjulia Julia Alexander on x
    Planet Google. I have a feeling both Meta's social media antitrust case and Google's search monopoly case will go down as two of the most important decisions as we head into this next computing era.
  • @brandenflasch Branden Flasch on x
    sore loser - no way would Apple associate with Grok
  • @yoda Drew Olanoff on x
    boo frickin hoo
  • @susanlitv Susan Li on x
    Google's been partnering with Apple for over 23 years... With Google paying Apple to be the default search engine since 2005... now worth $20B a year The entrenched relationship makes sense that it crosses over to #AI Interesting there wasn't as much monopoly concerns back then w…
  • @calebfranzen Caleb Franzen on x
    Beating competition through innovation tends to produce concentration. If anyone understands that, it should be Musk.
  • @daniloc.xyz @daniloc.xyz on bluesky
    sorry they don't want your pervert robot bro [embedded post]
  • r/apple r on reddit
    Elon Musk Reacts to Apple and Google Teaming on Gemini-Powered Siri
  • @mingchikuo @mingchikuo on x
    A quick take on the Apple-Google AI partnership I was on the MM Podcast about a month and a half ago, where we talked about the Apple-Google AI partnership. Here are the main takeaways from that part of the conversation (from ~38:50 to 45:20). I've lightly edited the text below
  • @zephyr_z9 @zephyr_z9 on x
    “Apple's in-house AI server chips are expected to enter mass production in 2H26, with its own data centers planned to come online in 2027. This likely means Apple's demand for on-device AI could start to grow more meaningfully from 2027 onward.” Very important point
  • @munster_gene Gene Munster on x
    Odds of new Siri succeeding just went up.  It's official, $AAPL going with Gemini is important because it means the new Siri, aka the new Apple Intelligence, has a higher probability of success when it launches this spring (my guess is April).  The shift away from GPT, and to a l…
  • @markgurman Mark Gurman on x
    It was $25 million a year (before stock gains) for 8 years. And they just got rid of him and hired the guy who helped build Gemini at Google.
  • @caro_milanesi Carolina Milanesi on x
    For the people asking if the Apple Google deal means there is no differentiation, think about it in F1 terms: multiple teams run the same engine, yet deliver vastly different results based on design and setup. Same here
  • @benjamindekr Benjamin De Kraker on x
    So Gemini will run Apple devices and Gemini will run Android devices And OpenAI will run............. an unproduced hardware device that so far is rumored to be either an earbud or a pen-thing?
  • @ns123abc Nik on x
    >Apple Foundation Models will be based on Google's Gemini models and cloud technology Google WON . [image]
  • @briantong Brian Tong on x
    Apple just announced that Google Gemini will power the next generation of Siri. “After careful evaluation, we determined that Google's technology provides the most capable foundation for Apple Foundation Models and we're excited about the innovative new experiences it will
  • @alexeheath Alex Heath on x
    Sources: Google wants Gemini in iOS like ChatGPT - Today's model partnership is just the beginning, as Google hopes it's the first step to getting a deeper, product-facing integration like OpenAI enjoys on Apple devices - Apple ran a blind test to determine which model provider
  • @nickadobos Nick Dobos on x
    OpenAI's evaluation just got halved btw. Huge loss.
  • @bindureddy Bindu Reddy on x
    Apple throws in the towel and says it will use Gemini for Apple Intelligence One less player in the foundation model space The big question - Will Meta throw in the towel and start using Gemini or OpenAI? 🤔
  • @caro_milanesi Carolina Milanesi on x
    This Apple-Google deal felt inevitable.  Gemini has quickly shown it can compete at the top tier of multimodal AI and serve as the foundation for a revamped Siri.  But just as important is the business reality: @Apple and @Google have history, and familiarity counts.  And let's b…
  • @rjonesy Ryan Jones on x
    Just imagine if Siri suddenly works well in April. 😍
  • @signulll @signulll on x
    there was zero chance apple would ever leverage openai long term on ios.  calling out apple likely didn't help either.  oh & openai choosing to compete with everyone simultaneously (platforms, apps, infra, media, search, assistants) is either: - messianic confidence - or classic …
  • @sarahpereztc Sarah Perez on x
    You got your chocolate in my peanut butter!
  • @royalhansen @royalhansen on x
    Wow, that is a pretty good endorsement ...
  • @chrisjbakke Chris Bakke on x
    Dream Job Alert: Being the VP of Siri at Apple, collecting $20M TC for like 15 years, and then just handing the keys over to Gemini.
  • @yuchenj_uw Yuchen Jin on x
    Apple spent years stuck on one question for Siri: LLMs running on the cloud or privacy-first on-device small models?  In the end, Apple picked Google's Gemini to power Siri.  It makes sense: - Gemini leads in multimodality - OpenAI's device + personalized ChatGPT are direct compe…
  • @deredleritt3r Prinz on x
    >a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models This seems to imply that Apple has agreed not to use its own foundation models in its ecosystem for the next few years. What a disaster if true.
  • @jeffdean Jeff Dean on x
    I'm excited to see us partner with Apple to bring Gemini models to Apple users, powering Apple Intelligence features!
  • @scobleizer Robert Scoble on x
    Here's more analysis on the Apple and Google deal to make a new kind of Siri, after I had a cup of coffee.  This is what OpenAI is doing: they're making a variety of new products and going after Apple.  Apple didn't want to give OpenAI any more data to help a potential new compet…
  • @jimcramer Jim Cramer on x
    This Apple google partnership is very strong.. Google pays little and Siri gets better. Both stocks should be higher
  • @danielnewmanuv Daniel Newman on x
    $GOOGL winning the exclusive with $AAPL is a massive win for Google. Still not sure what it says about Apple tho. However, I do think 26 is the year Apple gets its AI ‘sh!t’ together. Finally.
  • @patrickmoorhead Patrick Moorhead on x
    A pragmatic decision by $AAPL as the company was ill-prepared and underinvested in agentic AI. Bravo $GOOG I wonder what the terms were.
  • @stephenrobles Stephen Robles on x
    Very curious what this means for Shortcuts and the ChatGPT integration. Will we be able to use Gemini natively in Apple Intelligence Shortcuts actions like ChatGPT now, or will the “Private Cloud Compute” just change to being powered by Gemini in the background... 🤔🤔🤔
  • @thenanyu Nan Yu on x
    The funniest possible thing that could happen is if Apple drops Gemini into Siri and has an AI first phone before Android does
  • @scobleizer Robert Scoble on x
    Now official that Apple is going to use Google to improve Siri. This makes sense because OpenAI is trying to become a products company. In other words, OpenAI is going after Apple, and it would make no sense for Apple to help a new competitor.
  • @shakeelhashim Shakeel on x
    This has been rumored for a while so I'm not surprised — but I would love to know how Apple came to this decision (especially vs Anthropic). There are so many reasons not to do a partnership with Google given how much they compete in other areas — this seems like a guaranteed
  • @benbajarin Ben Bajarin on x
    Confidence in Apple's execution in AI is now much higher. We still expect it's a fully custom model; we also know Apple uses TPUs, so it makes sense, and the customer will likely never know it's Google. https://9to5mac.com/... [image]
  • @trungtphan Trung Phan on x
    Apple is finally fixing Siri by partnering with Google's Gemini AI model. All it took was 15 years, a blown first-mover advantage, an existential competitive threat in AI and this Larry David rant from the final season of “Curb Your Enthusiasm”. [video]
  • @ns123abc Nik on x
    🚨🚨🚨BREAKING: Apple has officially chosen Google's Gemini to power Apple Intelligence “After careful evaluation, we determined that Google's technology provides the most capable foundation for Apple Foundation Models” it's so fucking over for @sama [image]
  • @munster_gene Gene Munster on x
    Nice call Dan on the Apple+Gemini combo. You've been saying that for months and now it's official.
  • @edludlow Ed Ludlow on x
    Bloomberg/@markgurman had reported in November that Apple was getting close on a deal to pay Google $1billion/year for a model (1.2tn parameter) to power Siri. The model would handle Siri's summarizer and planner functions
  • @lorak Lora Kolodny on bluesky
    A seemingly jealous Elon Musk posted on cue after this news:  —  www.cnbc.com/2026/01/12/a...  (see screenshot below)
  • @glenngabe Glenn Gabe on bluesky
    Huge and “It's unclear what the Apple/Google partnership means for the ChatGPT integration in the future.”  -> Apple announces a multi-year deal to use Google's Gemini to power new Siri features later in 2026, saying Google's tech “provides the most capable foundation”
  • @bdsams.com Brad Sams on bluesky
    Apple picks Google Gemini to backbone Siri because it has the best technology for it.  —  Absolutely not because Google has been paying Apple billions per year for default search status.  [embedded post]
  • @dankim.com Dan Kim on bluesky
    Apple had a real chance to distinguish themselves as not another bullshit AI follower, to pushback on the brittle narrative.  And so of course they decided to hand the keys to Google [embedded post]
  • @stevekovach Steve Kovach on bluesky
    Big win for Google, big loss for OpenAI.  —  Apple previously said OpenAI had the “best” AI system with ChatGPT, which is why Apple integrated it with Siri.  But the Siri-ChatGPT experience is... um... suboptimal.  —  So now it's Google's turn.  —  www.cnbc.com/2026/01/12/a...
  • r/ios r on reddit
    Apple picks Google's Gemini AI for its big Siri upgrade
  • r/singularity r on reddit
    Report: Apple chooses Google's Gemini to run next version of Siri
  • r/apple r on reddit
    Apple picks Google's Gemini to run AI-powered Siri coming this year
  • r/technology r on reddit
    Apple picks Google's Gemini to run AI-powered Siri coming this year
  • @newsfromgoogle @newsfromgoogle on x
    Joint Statement: Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology.  These models will help power future Apple Intelligence features, including a mo…
  • @neilcybart Neil Cybart on x
    Here's the official statement (in full) from Apple and Google regarding their new Gemini partnership.  Already seeing plenty of misinformation flying around.  Few quick things: 1) Apple Foundation Models for Apple Intelligence powered features will be based on Gemini models.  Mor…
  • @eighthdayarts @eighthdayarts on bluesky
    Don't and won't use Gemini, Siri, or Apple Intelligence.  Never have, never will.  [embedded post]
  • @uzionmain @uzionmain on bluesky
    This is extremely, extremely, extremely, extremely funny. blog.google/company-news...
  • r/google r on reddit
    Joint statement from Google and Apple
  • r/technology r on reddit
    Apple, Google strike Gemini deal for revamped Siri in major win for Alphabet
  • r/Applelntelligence r on reddit
    Google Gemini Partnership With Apple Will Go Beyond Siri Revamp