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Apple’s hardware for AI wearables is ready, but its software, Siri, is a significant bottleneck. This gap suggests a potential opportunity for third-party AI providers to license their models to Apple.

Impact: AI companies like Google or OpenAI could secure a massive distribution channel by powering Apple’s AI features, creating a new revenue stream and strategic partnership.

— from Apple AI Hardware, Chip Sovereignty, and Political Risk · Pivot· May 12, 2026