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Apple Eyes Paid Features for Siri AI in Tim Cook's Final Earnings Call as CEO

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In Tim Cook's final earnings call as CEO of Apple, he discussed the potential paywalled limits for the upcoming Siri AI upgrade. Although plans are not finalized, they foresee offering more compute capabilities through iCloud+ subscriptions for users who require extensive Siri AI functionalities.

  • Siri AI is now part of the iOS 27 beta and is expected to release broadly in the fall.
  • This method mirrors other AI providers like Anthropic and OpenAI, offering basic free versions with options to upgrade.
  • The AI overhaul was delayed, leading Apple to license a Gemini model from Google and pay $250 million to settle a lawsuit over misleading marketing for the iPhone 16's AI features.

With John Ternus succeeding Cook, he inherits the challenge amid a hardware industry grappling with a RAM shortage. This shortage has pressured Apple and competitors like Meta, Samsung, Microsoft, and Sony to increase prices on various devices. Despite Apple's recent price hikes on Macs and iPads, iPhone pricing remains unchanged.