Stratechery: 'The iPhone's Last Stand' on a Good-Enough Siri

Stratechery·medium signal

Ben Thompson argues Apple's revamped Siri 'isn't state of the art, but as long as it works — and it appears it does — it's good enough for the consumer market.' The piece frames Apple's Gemini-powered pivot as defensive, trading AI leadership for retention of the iPhone install base. It's the sharpest strategic read on why Apple chose to outsource its model layer rather than catch up.