Agent Platform Scorecard

Who is building the agent operating system?

Twelve dimensions. Seven providers. Re-graded as announcements land — with the market's reaction alongside.

When a keynote runs, we grade it in real time: each announcement gets a plain-English read from an agent and control-plane perspective, the affected scorecard cells move, and — where there's a public ticker — we note how the market reacted. The market is a second opinion: a real-time vote on whether investors believe the announcement matters.

WWDC 2026

live nowApple · 2026-06-084 graded

Apple's developer keynote is the single most consequential event on this scorecard's calendar. Apple enters with the widest gap between its assets (on-device silicon, personal context, distribution) and its assistant capability. The question is whether this is the year App Intents, a rebuilt Siri, and a real model strategy turn latent platform power into actual agent capability — or another year of catch-up.

Meta Connect 2026

upcomingMeta · 2026-09-17watching

Connect is where Meta's ambient-AI thesis shows up: the next Llama, Meta AI across the app family, and the Ray-Ban / AR glasses as an on-device agent surface. Watch on-device AI, conversational UX, and whether open weights translate into a coherent platform play.

Latest graded announcements

  1. Google

    Gemini becomes the brain of a billion iPhones

    The flip side of Apple’s concession is a landmark distribution win for Google. Gemini will power Siri’s frontier reasoning across Apple’s installed base — extending Gemini’s reach into the one large ecosystem Google could never touch, and reinforcing its position as the model everyone else builds on.

    Third-Party Integrations7→8▲+1
    source: MacRumors: Gemini-powered Siri
  2. Apple

    Apple concedes the frontier: Siri’s hard reasoning runs on Google Gemini

    Apple confirmed that Siri’s most demanding reasoning is powered by Google’s Gemini models. Pragmatically it is the fastest route to a capable assistant — and precisely why it does NOT lift Apple’s Model Strategy grade. Renting frontier intelligence from a direct competitor is the clearest possible statement that Apple does not own its model destiny. Intelligence up (graded above); independence unchanged, so Model Strategy holds at 4.

    source: MacRumors: Gemini-powered Siri
  3. Apple

    Siri gains personal context and acts across apps

    Siri can now pull in information from your phone — Messages, and deeper AI woven through Photos and Mail — and understand what apps can do. This finally activates the latent advantage that always separated Apple: the device already knows you. It is the clearest step yet toward real cross-app orchestration via App Intents, and the single most MyAGI-relevant thing Apple announced.

    Personal Context7→8▲+1Cross-App Actions5→6▲+1MyAGI Alignment4→5▲+1
    source: CNBC live updates
  4. Apple

    Siri, rebuilt: conversational and “profoundly more capable”

    “Siri is now a profoundly more capable assistant — more conversational, so you can go back and forth like never before and get detailed, engaging answers.”

    The personal-context Siri Apple promised back in 2024 finally ships in iOS 27, with a new, customizable expressive voice and a major jump in system-wide dictation accuracy. It is the most consequential Siri change in a decade — though the real-world quality only proves out as iOS 27 reaches devices this fall, so we move the grades with a verification caveat rather than to the top of the field.

    Assistant Intelligence4→6▲+2Conversational UX4→6▲+2Agent Capability4→5▲+1
    AAPL▲ +0.4%intradayA shrug, not a pop — the market had largely priced a Siri overhaul in.
    source: Engadget liveblog