Report: Apple Has Developed an Internal ChatGPT-Like Tool for Testing Siri Features

Apple is internally developing an advanced AI app, reportedly named 'Veritas,' which functions similarly to OpenAI's ChatGPT to test new features for Siri, including complex searches and actions, as part of an overhaul now delayed until Spring 2026. This initiative underscores Apple's significant investment in generative AI, even as it navigates competitive pressures in the AI space and has faced a 'lackluster' public response to its 'Apple Intelligence' features, suggesting a strategic, yet cautious, approach to its AI roadmap.

Analysis

Apple's internal development of a generative AI application, reportedly named 'Veritas,' aims to test advanced features for a major Siri overhaul. However, this initiative is overshadowed by the significant delay of the Siri upgrade until Spring 2026, a timeline that places Apple further behind in the fast-moving AI race. The report highlights the company's struggle to keep pace with rivals such as Google and Meta, a view corroborated by the 'lackluster' market response to its recently announced 'Apple Intelligence' features and the highly negative sentiment score (-0.7) associated with this news for AAPL. While the Veritas project signals ongoing investment in proprietary AI, persistent rumors of licensing Google's Gemini AI introduce uncertainty about Apple's strategic conviction and execution capabilities, suggesting it may be hedging against further internal delays. The positive sentiment assigned to GOOGL and META reflects the market's perception that Apple's challenges create a sustained competitive opening for its peers.

Key Decisions for Investors

• Investors in Apple (AAPL) should closely monitor the company's AI execution risk, as the delayed Siri overhaul to Spring 2026 creates a significant product gap that could erode its ecosystem's competitive edge against rivals.
• The potential licensing of Google's (GOOGL) Gemini technology represents a critical strategic pivot; confirmation of such a deal would signal a significant concession by Apple and could be interpreted as a near-term positive for GOOGL but a long-term negative for Apple's proprietary AI ambitions.
• Consider the relative positioning within the tech sector, as Apple's difficulties in the generative AI space, reflected in the negative sentiment, may continue to provide a competitive advantage and positive sentiment tailwind for leaders like Google and Meta.