Apple reportedly made a ChatGPT-clone to test Siri's new capabilities

Apple is reportedly accelerating its AI development for Siri, utilizing an internal ChatGPT-like app, "Veritas," to test advanced functionalities such as personalized data search and in-app actions. This indicates significant progress on the previously delayed Siri update, with the full "Apple Intelligence" vision, integrating Apple's own AI and third-party models, now expected in 2026. The company is reportedly nearing a partnership with Google for these external AI models, a strategic decision that could impact its competitive landscape and future operational costs.

Analysis

Apple is reportedly making tangible progress on its delayed "Apple Intelligence" initiative by using an internal, ChatGPT-like application named "Veritas" to test advanced Siri capabilities. This development suggests the project has reached a more advanced stage after the initial features were seen as underwhelming and a more comprehensive update was delayed. The full vision, which includes functionalities like searching personal on-device data and performing in-app actions, is now slated for a 2026 release. Critically, this will be achieved through a hybrid strategy combining Apple's proprietary models with a third-party model. The report indicates a strategic pivot towards a partnership with Google, a direct competitor, after previously considering OpenAI and Anthropic. This reliance on an external partner underscores the challenges Apple faces in developing cutting-edge AI in-house and has significant implications for its competitive positioning, cost structure, and its core value proposition of privacy and seamless integration.

Key Decisions for Investors

• For AAPL investors, the progress on Siri is a necessary step, but the 2026 timeline and potential reliance on Google suggest any material impact is distant; monitor for official partnership announcements and terms, which will dictate future margins and competitive dynamics.
• A confirmed partnership would be a significant validation for Google's AI model leadership, potentially creating a substantial new revenue stream and reinforcing its position as a key technology provider even to its main competitors.
• Investors should weigh the strategic risk for Apple in becoming dependent on a competitor for a core feature, as this could cede ground in the AI race and create long-term platform vulnerabilities.
• Given the extended timeline to 2026 and the unconfirmed nature of the Google partnership, this news serves as an incremental update rather than a thesis-changing event, warranting observation over immediate portfolio action.