Twelve dimensions across seven providers. Re-graded as announcements land, with the market's reaction shown alongside.
Platform leverage · updated 2026-06-01
App Intents and the Foundation Models framework are promising but early and constrained.
Breadth, quality, and economics of the APIs developers build on. Tool use, structured output, fine-tuning, embeddings, agent frameworks: the leverage that turns a model into a platform.
SiriKit's deprecation makes App Intents the sole path for Siri to call into third-party apps; adoption is make-or-break.
Wedbush's Dan Ives sets a Street-high $400 target, betting the AI reveal unlocks the developer ecosystem.
Developer hesitation over App Intents integration and fee uncertainty that could limit Siri's action ecosystem.
Official framing of WWDC 2026 around AI advancements, developer tools, and platform updates.
A ~3B on-device model with 2-bit quantization and a Swift Foundation Models framework opening generation to apps.