On Tuesday, Deepwater Asset Management’s managing partner Gene Munster said that Apple Inc.’s (NASDAQ:AAPL) switch from OpenAI’s ChatGPT to Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google Gemini gives Siri a much stronger chance of success.
Munster took to X and said, “Odds of new Siri succeeding just went up,” while praising Apple CEO Tim Cook for turning long-standing Siri shortcomings into an opportunity for future device and services growth. “Nice job, Tim Cook.”
Munster said Apple’s move away from GPT — and more broadly, from its reliance on OpenAI — in favor of Google’s Gemini signals that the company is taking a more serious approach to fixing Apple Intelligence.
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He added that while GPT is a highly capable model,…