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]
The new report separates Apple’s internal AI tooling from its consumer-facing model choice: an earlier Claude-powered Xcode effort pointed to Anthropic’s role in development workflows, even as Siri’s architecture moved toward Google.
First-order effects
Apple’s product-development teams remain reliant on Anthropic technology, according to the report, giving Claude a substantial internal role without making it Siri’s foundation model.
Anthropic’s reported pricing demand prevented a Claude-centered Siri rebuild; Google Gemini instead gains the visible Siri integration path.
Second-order effects
Apple must operate a multi-vendor AI stack: Anthropic for internal development work and Google for Siri-related foundation models, increasing the importance of model evaluation and integration layers.
The outcome strengthens the bargaining position of leading model providers: demonstrated internal usefulness does not guarantee a consumer deployment when commercial terms differ.
Third-order effects
If this pattern persists, frontier-model competition will be decided less by a single exclusive platform win than by vendors occupying distinct layers of an enterprise’s AI stack—internal coding, product development, and consumer features.
Large platform companies may increasingly treat proprietary models as leverage in negotiations while selectively sourcing external models where capability or time-to-market warrants it.
The trend: Major platforms are moving toward multi-model AI stacks, matching different external models to internal workflows and consumer products rather than standardizing on one supplier.
Anthropic's pricing strategy just told you exactly how they view the consumer AI market: they don't want it. Anthropic asked Apple for several billion dollars a year with annual price increases that doubled over three years. Google offered $1 billion flat. That $500M+ annual gap
@tbpn @markgurman So Anthropic understood the leverage they had, but they did not understand that Google is now positioned to light money on fire (or leave it on the table in this instance)—for multiple years—in order to capture market share.
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.
Breaking 🚨 Prominent Apple leaker Mark Gurman says Apple wanted to build Siri around Claude & mentions Apple has built many custom tools, and essentially “runs on Anthropic” but said Anthropic wanted too much money and were going to double the bill on Apple every year for the [im…
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.
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.
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Mark Gurman: “Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple is doing internally in terms of product development …
Mark Gurman: “Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple is doing internally in terms of product development …
Mark Gurman: “Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple is doing internally in terms of product development …