Apples Misses the AI Boat Again

December 4, 2025

green-dino_thumbAnother dinobaby post. No AI unless it is an image. This dinobaby is not Grandma Moses, just Grandpa Arnold.

Apple and Telegram have a characteristic in common. Both did not recognize the AI boomlet that began in 2020 or so. Apple was thinking about Granny scarfs that could hold an iPhone and working out ways to cope with its dependence on Chinese manufacturing. Telegram was struggling with the US legal system and trying to create a programming language that a mere human could use to code a distributed application.

Apple’s ship has sailed, and it may dock at Google’s Gemini private island or it could decide to purchase an isolated chunk of real estate and build its de-perplexing AI system at that location.

image

Thanks, MidJourney. Good enough.

I thought about missing a boat or a train. The reason? I read “Apple AI Chief John Giannandrea Retiring After Siri Delays.” I simply don’t know who has been responsible for Apple AI. Siri did not work when I looked at it on my wife’s iPhone many years ago. Apparently it doesn’t work today. Could that be a factor in the leadership changes at the Tim Apple outfit?

The write up states:

Giannandrea will serve as an advisor between now and 2026, with former Microsoft AI researcher Amar Subramanya set to take over as vice president of AI. Subramanya will report to Apple engineering chief Craig Federighi, and will lead Apple Foundation Models, ML research, and AI Safety and Evaluation. Subramanya was previously corporate vice president of AI at Microsoft, and before that, he spent 16 years at Google.

Apple will probably have a person who knows some people to call at Softie and Google headquarters. However, when will the next AI boat arrive. Apple excelled at announcing AI, but no boat arrived. Telegram has an excuse; for example, our owner Pavel Durov has been embroiled in legal hassles and arm wrestling with the reality that developing complex applications for the Telegram platform is too difficult. One would have thought that Apple could have figured out a way to improve Siri, but it apparently was lost in a reality distortion field. Telegram didn’t because Pavel Durov was in jail in Paris, then confined to the country, and had to report to the French judiciary like a truant school boy. Apple just failed.

The write up says:

Giannandrea’s departure comes after Apple’s major iOS 18 Siri failure. Apple introduced a smarter, “?Apple Intelligence?” version of ?Siri? at WWDC 2024, and advertised the functionality when marketing the iPhone 16. In early 2025, Apple announced that it would not be able to release the promised version of ?Siri? as planned, and updates were delayed until spring 2026. An exodus of Apple’s AI team followed as Apple scrambled to improve ?Siri? and deliver on features like personal context, onscreen awareness, and improved app integration. Apple is now rumored to be partnering with Google for a more advanced version of ?Siri? and other ?Apple Intelligence? features that are set to come out next year.

My hunch is that grafting AI into the bizarro world of the iPhone and other Apple computing devices may be a challenge. Telegram’s solution is to not do hardware. Apple is now an outfit distinguishing itself by missing the boat. When does the next one arrive?

Stephen E Arnold, December 4, 2025

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