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Gurman Reveals Ternus Urged Federighi to Accelerate AI Business Development

13 reports5 discussions18 story updatesUpdated Nov 10 15:48

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Tech reporter Mark Gurman disclosed that Apple CEO John Ternus, in a closed-door meeting, pressured software chief Craig Federighi, demanding that Apple adopt a bolder AI strategy and turn Siri into an AI agent capable of autonomously executing tasks. Gurman said Apple could launch a new version of Siri with agentic capabilities as early as next year, taking on competitors such as ChatGPT Dots, Meta Muse, and Grok. Speaking on an earnings call, Ternus said Siri currently remains primarily focused on responding to user requests, but its orchestrator-driven architecture leaves room to expand agentic capabilities. Other reports say Ternus has asked the software team to quickly move beyond the stage of making only necessary improvements to Siri, and to consider launching a new version of Siri with agentic capabilities as early as 2027; Mike Rockwell, who leads Siri AI development, is still considering resigning.

AI-generated from public reports

Latest development · Report

Apple's new CEO Ternus is dissatisfied with AI progress and demands the software team move beyond the Siri patch-up phase

Developments

1 confirmed developments

  1. Gurman reveals Ternus urged Federighi to accelerate AI business development

    Source:East Money

Reports and discussion timeline

Browse reports and discussion by time. Their evidence levels remain distinct.

Nov 10

  1. East Money

    Apple's new CEO Ternus is dissatisfied with AI progress and demands the software team move beyond the Siri patch-up phase

    At a closed-door meeting, Apple's new CEO Ternus expressed dissatisfaction with AI progress, demanding that the software team quickly move beyond the phase of merely making necessary improvements to Siri, and consider launching a new version of Siri with agentic capabilities as early as 2027. Apple's capital expenditure for fiscal year 2026 is only $9.041 billion, down about 29% year-over-year, while R&D expenses are $45.765 billion, up about 32% year-over-year, with AI investment mainly going into R&D rather than data centers. Apple Intelligence for the China market was officially announced on October 31 to integrate Alibaba's Tongyi Qianwen, with the first batch of about 18 features rolling out with iOS 27.3 in December, but not including Siri AI.

  2. East MoneyRelated discussion

    East Money joined this discussion

    This post contributes to heat; it is not a formal report or confirmed fact.

  3. Cailian Press

    Apple rises about 29% this year, becoming the most resilient of the Magnificent Seven; Ternus demands stepped-up AI investment

    As of the November 10 close, Apple has gained about 29% this year, the only member of the Magnificent Seven US tech giants to significantly outperform the S&P 500; over the same period Nvidia fell about 6%, Meta and Google fell about 3% and 8% respectively, and Tesla dropped more than 20%. Apple's fiscal 2026 capital expenditure is only $9.04 billion, down 29% year on year, while Amazon, Alphabet, Microsoft and Meta together spent $201.9 billion on capex in Q3, and Alphabet and Meta's free cash flow turned negative. New CEO Ternus expressed dissatisfaction with AI progress at a closed-door meeting, demanding the software team go beyond merely patching Siri; Apple could launch a new version of Siri with agentic capabilities as early as 2027.

  4. Cailian PressRelated discussion

    Cailian Press joined this discussion

    This post contributes to heat; it is not a formal report or confirmed fact.

Nov 9

  1. 9to5Mac

    Apple's accelerated push toward an agentic Siri will bring three major risks

    Reports say Apple plans to give Siri more agentic capabilities as early as next year, and that CEO John Ternus is pushing Craig Federighi to speed up software development; the author believes these two things are likely related. The article lists three major risks: task execution failures, completing tasks in inappropriate ways, and endangering privacy, and cites the case of Claude Code leaking more than 2,000 real keys on GitHub. The author argues that Apple should prioritize security and privacy rather than chasing the speed of the AI race.

  2. Leikeji

    Apple's new CEO Ternus pressures Federighi, demanding Siri be built into an AI agent

    At an internal closed-door meeting, Apple's new CEO John Ternus pressured software chief Federighi, demanding that the software team build Siri into an AI agent with autonomous execution capabilities, benchmarking against mature products such as ChatGPT Dots and Meta Muse. The plan faces a dual internal test, and Apple also needs to strike a balance between privacy protection and AI data training.

  3. English text is being prepared.Related discussion

    English text is being prepared. joined this discussion

    This post contributes to heat; it is not a formal report or confirmed fact.

  4. Testing Catalog

    TestingCatalog November 9 AI Daily Brief: OpenAI, Anthropic, Google Updates

    The TestingCatalog November 9 AI Daily Brief rounds up updates from multiple companies: On the OpenAI side, Dots can read login verification codes from linked email inboxes and fill them in automatically, and the stealth model Wyvern with a 1M context was spotted in Devin; Anthropic, according to an FT report, secured an order for gas generators worth about $3.4 billion, corresponding to 1.7GW of data center power; Google is testing the next-generation Gemini agent for Gemini Enterprise, and the early checkpoint Krypton-a is said to outperform Carbon and Argon in coding demos.

  5. East Money

    Apple CEO Ternus demands bold AI push, driving Siri's transformation into autonomous agents

    According to media reports, Apple CEO John Ternus pressured software chief Craig Federighi in a closed-door meeting, demanding that Apple take a bolder approach to its AI strategy and turn Siri into an AI agent capable of executing tasks autonomously. Tech journalist Mark Gurman said Apple could launch a new version of Siri with agentic capabilities as early as next year, competing with rivals such as ChatGPT Dots, Meta Muse, and Grok. On an earnings call, Ternus said Siri currently remains primarily focused on responding to user requests, but its orchestrator-driven architecture leaves room for expanding agent capabilities; Mike Rockwell, who leads Siri AI development, is still considering resigning.

  6. Cailian Press

    Apple CEO Ternus demands bold AI push, driving Siri's transformation into autonomous agents

    At a closed-door meeting, Apple CEO John Ternus urged software chief Craig Federighi to "move quickly beyond the stage of only making necessary improvements to Siri" and turn Siri into an AI agent capable of executing tasks autonomously. Currently, Siri still primarily responds to user requests, and its orchestrator-driven architecture leaves room for expanding agent capabilities. Tech journalist Gurman said Apple could launch a new version of Siri with agentic capabilities as early as next year, competing with rivals such as ChatGPT Dots, Meta Muse, and Grok.

  7. IT Home · Artificial Intelligence

    Gurman: Apple to launch an autonomous agentic Siri as early as next year, proactively completing tasks on users' behalf

    Bloomberg reporter Mark Gurman reports that Apple plans to launch an autonomous, agentic Siri as early as next year, with the goal of shifting from responding to commands to proactively managing tasks and completing transactions on behalf of users, in order to compete with ChatGPT Dots, Meta Muse, and Grok. Gurman said that Dots, Muse, and Grok can track goals, determine the next step, and continuously pursue goals without requiring users to initiate each step; Apple ultimately hopes to move in this direction. Apple's new CEO John Ternus has urged software engineering chief Craig Federighi to accelerate the development of the AI business.

  8. IT Home · AIRelated discussion

    IT Home · AI joined this discussion

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  9. Phoenix Technology

    Gurman: Apple to make Siri more like an agent as early as next year

    Bloomberg reporter Mark Gurman said that Apple may make Siri's functionality "more like an agent" as early as next year, able to continuously track goals and advance established tasks. Gurman said that Dots, Muse, and Grok can already continuously track goals, determine the next step, and advance tasks, and that Apple ultimately hopes to move in this direction as well. He also said that Apple CEO John Ternus asked software engineering chief Craig Federighi at a closed-door meeting to "speed up" the software roadmap and quickly move beyond the stage of only making necessary improvements to Siri.

  10. The Verge AI

    Bloomberg says Apple is accelerating Siri's agentic evolution, iOS 27.3 will gain first-party app control capabilities

    Bloomberg reporter Mark Gurman says Apple is accelerating its Siri roadmap with the goal of building an AI agent that can compete with OpenAI's Dots and Meta's Muse. Two recent improvements include: giving Siri fine-grained control over Apple's first-party apps, such as rotating and cropping images in Photos and organizing Safari tabs, expected to launch with iOS 27.3; and the ability to connect to third-party apps, expected to arrive next spring, allowing users to place orders via Grubhub or book reservations through OpenTable. Apple also plans to have Siri take on persistent tasks rather than just single operations.

  11. MacRumors Apple Intelligence

    Rumor: Siri AI to become more agent-like as early as next year

    Mark Gurman says Apple ultimately wants Siri to be able to continuously track goals and autonomously advance tasks like OpenAI's Dots, Meta's Muse, and Grok, and believes it could make Siri more agent-like as early as next year. He also says Apple CEO John Ternus asked software engineering chief Craig Federighi at a closed-door meeting to accelerate the software roadmap and stop limiting work to necessary Siri improvements.

Nov 8

  1. 9to5Mac

    Report: Apple's new CEO John Ternus pressures Craig Federighi to accelerate software engineering

    Bloomberg's Mark Gurman reports that Apple's new CEO John Ternus, in a closed-door meeting, asked software chief Craig Federighi to accelerate the software roadmap, no longer settling merely for making necessary improvements to Siri, and wants him to embrace AI with the same urgency as competitors. Federighi also serves as Apple's AI chief; his hands-on management style is seen by some employees as limiting the team's influence, and he typically plans only 12-18 months ahead. In addition, Vision Pro and Siri AI chief Mike Rockwell is still seriously considering stepping down next year as vice president of Siri engineering or leaving Apple.

  2. Sina Tech

    Gurman: Apple's new CEO Ternus urges software chief Federighi to boldly advance AI

    Bloomberg reporter Mark Gurman disclosed in the "Power On" newsletter that Apple's new CEO John Ternus has urged software engineering chief Craig Federighi to accelerate the company's AI business development and adopt a bolder strategy, with the goal of upgrading Siri into an AI agent capable of autonomously completing tasks for users. The report said Federighi is accustomed to personally participating in major decisions and prefers to make plans only for the next 12 to 18 months, which conflicts with the hardware division's approach of planning years in advance; coordinating the planning approaches of the two divisions will be an important task for Ternus.

  3. Mark GurmanRelated discussion

    Mark Gurman joined this discussion

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