Twelve dimensions across seven providers. Re-graded as announcements land, with the market's reaction shown alongside.
Apple · 2026-06-08 to 2026-06-12 · Apple Park, Cupertino
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.
Watching AAPL for the market's read on the keynote.AAPL▲ +0.4%keynote day
Does the rebuilt Siri close the reasoning gap, and what model powers it: in-house, partner (Gemini/Claude/GPT), or both?
Can Siri actually complete multi-step tasks across apps, or is it still single-shot assistance?
Does App Intents get the upgrade that turns it into a true cross-app action layer, the sleeping giant of this scorecard?
How far does the Foundation Models framework open up on-device and Private Cloud Compute inference to third-party developers?
Does Apple commit to a coherent model ladder, and does it concede frontier reasoning to a partner?
Does Apple articulate anything resembling an agent operating system, with permissions, memory, and revocable execution across the device?
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.
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 SiriSiri 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.
“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.
Day-of preview of the conversational Siri revamp, Gemini backing, and cross-app multi-step capabilities in iOS 27.
Real-time keynote liveblog covering the rebuilt Siri, Apple Intelligence architecture, and iOS 27 reveals.
Live coverage of the Gemini-powered Siri reveal in Tim Cook's final WWDC as CEO, framed for investors.
The redesigned Dynamic Island Siri, on-screen awareness, standalone app, and iCloud-synced conversations.
Comprehensive guide to the Gemini-backed Siri, personal context, onscreen awareness, and assistant Extensions.
Explains the three-tier routing (on-device, Private Cloud Compute, Gemini on Google cloud) and its privacy tensions.
SiriKit's deprecation makes App Intents the sole path for Siri to call into third-party apps; adoption is make-or-break.
Ming-Chi Kuo's thesis that Apple's ecosystem and UI could beat Google's own Gemini delivery, but Gemini sets the ceiling.
Wedbush's Dan Ives sets a Street-high $400 target, betting the AI reveal unlocks the developer ecosystem.
Market preview citing Goldman ($340) and JPMorgan; argues Apple's edge is controlling AI distribution to 2B+ devices.
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.
Google Cloud CEO Thomas Kurian publicly confirms the Gemini-powered Siri partnership at Google Cloud Next.
The multi-year, ~$1B/year non-exclusive deal for Gemini models to back Apple Foundation Models and Siri.
Analyzes the partnership in which custom Gemini models power a rebuilt Siri, a landmark distribution win for Google.
Gruber argues Apple should pick the best model regardless of vendor, but flags the branding contradiction.
A ~3B on-device model with 2-bit quantization and a Swift Foundation Models framework opening generation to apps.
How Apple, Google, Meta, Microsoft, and Amazon are differently positioned across infrastructure, models, and distribution.