Candice Housman
06-08

$Apple(AAPL)$ There was a behind-the-scenes shakeup at Apple in early 2025 after Apple Intelligence underperformed and Siri delays piled up.

Key moves included John Giannandrea being stripped of AI duties, Siri being handed to Vision Pro lead Mike Rockwell, and Apple striking a deal with Google to power Siri with Gemini and Google Cloud.

Tim Cook got unusually hands-on, personally directing AI features.

This Monday at WWDC, we saw the payoff: a rebuilt Siri plus a standalone ChatGPT-style app. This is one of Cook's last major product resets before John Ternus takes over.

This could be a catalyst for AI sentiment on AAPL.

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