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Chronicles

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Gurman: internal development at Apple “runs on Anthropic at this point” and Apple wanted to rebuild Siri around Claude but Anthropic “wanted a ton of money”

Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. “Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and [video]

@tbpn

Context & Ripple Effects

Apple's reported use of Anthropic for internal product work extends an earlier effort to use Claude in Xcode for coding, editing and testing, while a later external-model review reportedly found Anthropic's technology the strongest candidate for Siri. Apple's planned Claude-based Xcode work and the internal evaluation of outside Siri models therefore point to a long-running dependence on external model capability.

The reported decision to proceed with Gemini for Siri puts a commercial boundary around that technical preference: Apple can use Anthropic internally while selecting Google for the consumer-facing assistant after Claude's terms reportedly proved too expensive.

First-order effects

  • Apple reportedly splits its AI stack: Anthropic supports internal development workflows, while Google Gemini is the chosen partner for the Siri integration.
  • Anthropic forgoes a potentially central Siri deployment despite its models reportedly performing well in Apple's evaluation; Google gains the prominent customer-facing role.

Second-order effects

  • Model vendors gain leverage when their systems are embedded in a customer's engineering workflows, but a high-stakes consumer deployment still depends on price and commercial terms, not model quality alone.
  • Apple's dual-vendor approach reduces reliance on a single external model supplier while increasing the integration burden of maintaining distinct internal and consumer AI paths.

Third-order effects

  • If this pattern persists, major device platforms may become multi-model orchestrators: selecting providers by workload, economics and deployment requirements rather than committing their entire AI strategy to one lab.
  • The bargaining power in foundation models may increasingly shift toward vendors that can prove both technical advantage and terms acceptable for large-scale consumer distribution.

The trend: This is one example of large technology platforms turning foundation models into a strategically sourced, multi-vendor layer across internal tools and consumer products.

Discussion

  • @rustybrick Barry Schwartz on x
    Apple is using Anthropic/Claude and was planning on using them but went with Google Gemini later - interesting...
  • @tbpn @tbpn on x
    Bloomberg's @markgurman says hiring John Giannandrea to lead Apple's AI team has been the biggest mistake of Tim Cook's career at Apple: “In 2018, they hired John Giannandrea. He was this high flyer at Google. He ran AI in search, and Apple thought they would hire this guy and [v…
  • @tbpn @tbpn on x
    Bloomberg's @markgurman says iOS and the App Store are already legacy features, and that AI agents are the future of Apple's software: “The AI agent-ification of iOS is happening.” “Apps are the past. AI agents are already here, and that's the move forward.” “AI agents are [video…
  • @tbpn @tbpn on x
    .@markgurman explains why John Ternus is the “only guy” that could become the next CEO of Apple: “All signs are turning towards Ternus.” “Ternus is 50. Everyone else on the Apple executive team is late 50s through their mid 60s. Turning 66 this year, in the case of Tim Cook. [vid…
  • @tbpn @tbpn on x
    Bloomberg's @markgurman thinks it's inevitable Apple will release smart glasses, and that when it does, it will “destroy” Meta's Ray-Ban Displays: “When [smart glasses] started to gain a little bit of steam in 2022-2023, that's when [Apple] started taking a very hard look at it, …
  • @saradietschy @saradietschy on x
    Apple & Anthropic always had/have similar energy Big L on Anthropic's part for fumbling the siri negotiation. Big L on Apple for not just buying Anthropic.
  • @vnchocotaco @vnchocotaco on x
    That former AI head should have accepted and purchased Anthropic back then. Tim Cook was prepared to sign off on billions of dollars for the acquisition.
  • @firstadopter Tae Kim on x
    Wat. Apple went with the inferior AI for iPhone over “several billion dollars” when the company makes $120 billion in profit per year? That seems myopic.