Reports of Apple’s potential partnership with Google’s Gemini sparked optimism among some Wall Street analysts, suggesting the iPhone maker was ramping up its AI offerings for customers. However, Richard Windsor, founder of Radio Free Mobile, argues that such a collaboration would hasten Apple’s fall in the AI race.
Christine Ji for MarketWatch:
The idea that Apple would team up with Google to revamp Siri “is an indication of a worsening position,” Windsor wrote in a note Tuesday, as the partnership would likely erode Apple’s brand image and its emphasis on data security.
Apple is facing a lose-lose situation, Windsor believes. If Apple keeps Siri as is, it maintains its brand value but would be unable to compete with Google’s Android phones in a scenario where AI agents on smartphones become a common phenomenon.
However, if Apple pursues a Gemini partnership, it risks lagging behind in the AI race as well, “because a customized version of Gemini will always be somewhat behind the state of the art, given the time that will be required to take the latest flagship model and customize it,” according to Windsor…
[T]he best path forward for Apple to preserve data privacy and enhance its AI capabilities would be to pursue an acquisition of an existing AI platform, Windsor believes.
MacDailyNews Take: As we wrote last Friday:
The issues are: Google’s Gemini is not the best and everyone knows it, Google has a poor reputation for privacy that will tarnish Apple’s, and Google, hello, ripped off the iPhone with Android. Enough with the Google, Apple!
If you’re going to with an external AI partner, why not choose the smartest one? We find xAI’s Grok to be more accurate and useful than Google’s Gemini, ChatGPT, and the rest. – MacDailyNews, July 21, 2025
Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you!
Support MacDailyNews at no extra cost to you by using this link to shop at Amazon.
The post Partnering with Google’s Gemini could make Apple’s AI problem even worse appeared first on MacDailyNews.
