The AI Daily Brief: Artificial Intelligence News and Analysis - Google to Officially Power Apple AI Siri
Episode Date: January 13, 2026Apple’s decision to have Google power the next generation of Apple Intelligence is the clearest signal yet that the foundation model race is entering a new phase defined by alliances, tradeoffs, and... positioning rather than raw model capability. This episode looks at how Apple, Google, OpenAI, Anthropic, and Meta are each staking out roles across assistants, healthcare, commerce, and infrastructure, and why the real competition is shifting toward distribution, integration layers, and control points. From Siri and Gemini to Claude’s healthcare push, agentic shopping standards, and Meta’s energy-backed compute expansion, the throughline is a rapidly consolidating AI landscape where every move is about who gets to be the default layer. Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsZencoder - From vibe coding to AI-first engineering - http://zencoder.ai/zenflowOptimizely Opal - The agent orchestration platform build for marketers - https://www.optimizely.com/theaidailybriefAssemblyAI - The best way to build Voice AI apps. https://assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai
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Today on the AI Daily Brief, we're talking about all of the big moves and jockeying for positioning between the foundation model labs,
with the headliner being that Apple has made it official, and Google will power Apple's AI models.
Before that in the headlines, well, more jockeying for positioning, but on a slightly different level.
The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI.
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And with that out of the way, let's dive into today's episode.
Welcome back to the AI Daily Brief Headlines edition.
All the daily AI news you need in around five minutes, although today it is a little jam
pack to kick off the second full work week in January.
As I said in the intro, you can feel all of the different labs right now.
really jostling for position. At this point, with the possible exception of people's affinity
for Opus 4-5 and Claude as a coding partner, there is incredible parity across the major
foundation labs, and a lot of why people are using different models really comes down to personal
choice. It makes sense, then, as the different labs add new product and interface layers
around specific use cases, that other labs are thinking in similar terms. Last week, we got a number
of announcements from OpenAI around their strategy for health and health care, and Anthropic is following
them into that space. In a blog post on Sunday, Anthropic announced the launch of Claude for Healthcare.
They describe it as a set of tools and resources that allow healthcare providers, payers, and
consumers to use Claude for medical purposes through Hipparety products. Now, they're actually
positioning it as an expansion of the Cloud for Life Sciences product suite that they announced
back in October. Cloud for Life Sciences was designed as a product research partner for
scientists and clinicians. So this is a sort of industry and process complement to that that's a
little bit more focused on the consumers of healthcare as well as the providers of health care.
Similar to OpenAI's product, Anthropic will allow users to share medical records and data
from fitness apps to inform health-related conversations. And in addition to data connectivity,
Anthropic is launching a range of new connectors for industry standard databases in the
healthcare industry. Connectors, for those unfamiliar, are Claude's way of getting access to
external information that can inform how the chatbot interacts with certain queries.
The new connectors cover a wide range of functions including insurance, diagnosis, and research,
with Anthropic hoping to speed up numerous healthcare workflows.
Eric Cotterer Abrams, the head of life sciences at Anthropics said,
When navigating through health systems and health situations, you often have this feeling that you're sort of alone,
and that you're tying together all this data from these different sources, stuff about your health and your medical records,
and you're on the phone all the time.
I'm really excited about getting to the world where Claude can just take care of that.
He added that the goal is to use Claude as the, quote, orchestrator and to be able to navigate the whole thing and simplify it for you.
Now, while people have a sense, especially in the AI space, of Anthropic and Claude being super focused on the enterprise context and on things like coding,
Koji Kubota argues that this move actually feels on brand for them.
Koji writes, Anthropic isn't talking about diagnosis or treatment.
What it is going after instead is the complexity around health care, scattered medical records, insurance rules, and systems that are hard for patients to navigate.
Seen this way, this is not an AI trying to practice medicine.
It looks more like an attempt to become an organizing layer underneath it.
Now, as you'll see in our main episode today, this idea of using Claude, as Eric put it,
the orchestrator, and for using it as an orchestrator for not just coding purposes,
is going to be a theme that I think we're seeing more of.
Ultimately, there is absolutely no denying that everything in and around health is, A, a major consumer of everyone's time,
B, something that basically no one enjoys as it's currently organized, and C, something we're having
access to platforms that are incredibly good at absorbing and interacting with huge amounts of information
at once is likely to be very valuable.
One really interesting story of someone showing the power of AI, and specifically Claude,
when it comes to health, comes from Shopify's CEO Toby Luckke.
He wrote, my annual MRI scan gives me a USB stick with the data, but you need this commercial
window software to open it.
Ran Claude on the stick and asked it to make me an HTML database.
based viewer tool, and it looks way better. One more prompt than it annotates everything with the
findings. Now, Toby from here articulated something which I am increasingly finding as well,
when he writes, by the way, this is a good example of what I meant with reflexivity reaching for
AI. You tinker with A for a while and you just reach for this. This was an obvious thing to try
when I saw I needed to use Windows and was on my Mac. You want to train your brain on this intuition.
Now, staying on the healthcare theme, Google, on the other hand, is winding down their support of
health-related AI queries. Specifically, Google AI overviews will no longer offer AI-generated
summaries for certain health-related searches. The decision comes shortly after an investigative
piece in The Guardian found that AI overviews were presenting incorrect health advice. The article
highlighted advice that people with pancreatic cancer should avoid high-fat foods, which experts
said was the opposite of what should be recommended. In another example, AI overviews made an error
enlisting the normal range of liver function tests, which could lead people with severe liver
failure to think they were perfectly healthy. Google said that,
that they don't comment on individual search results, but that they have taken steps to make
broad improvements in the area. However, they noted their internal team of clinicians reviewed the
searches highlighted by the Guardian and found that, quote, in many instances, the information was not
inaccurate and was also supported by high-quality websites. Vanessa Hebditch, the director of communications
and policy at the British Liver Trust, told the Guardian that the removal was good news,
but that, quote, our bigger concern with all this is that it is nitpicking a single search result,
and Google can just shut off the AI overviews for that, but it's not tackling the bigger issues of
AI overviews for health. Now, I think that this actually shows something interesting about consumer
expectations and different forms of information dissemination. In the past for Google, sure, people
wanted Google's search to index the best, most accurate results, but if someone searched for
something on Google, and then they ended up on a website with inaccurate results, Google didn't
get the primary blame for that. It was, of course, the website that had the faulty information that
was the primary culprit. Now, however, because Google's AI is in charge of curating accurate,
and then reprinting that, it becomes Google's problem, even if the root cause is the same
garbage information that informs the AI overview. There's also another interesting phenomenon,
which is a little bit beyond the scope of this particular episode to deal with, which is the
differentiated expectation of AI information to always be accurate, as opposed to some base
understanding that information on the internet is not always going to be accurate. And I think,
finally, there's a whole additional issue of the difference between what Google is doing
to serve accurate information when it's in the context of Gemini, as opposed to their AI
overviews, which I think are going to have very different expectations and very different challenges.
Now, staying on the theme of Google and all the labs figuring out their strategies in a handful of
fundamental areas, Google has launched their new Agentic Shopping Standard.
The standard, which is called the Universal Commerce Protocol or UCP, was developed in collaboration
with retail partners including Shopify, Etsy, Walmart, and Target.
MasterCard and Visa also had input from the payment side of the program.
The general idea is to have a standardized way for shopping agents to gather information about products and navigate the checkout process, ensuring everything is completely interoperable.
The protocol is completely open source and non-proprietary, so it can be used by everyone that's building in the space.
Alongside the protocol, Google released a new set of tools to help merchants integrate with UCP.
Grocery chain Kroger is already building with the tools, with Chief Digital Officer Yale Cassette commenting,
things are moving at a pace that if you're not already deep into AI agents, you're probably creating a competitive barrier or disadvantage.
Finally, Google announced plans to experiment with advertising within their AI experience.
Advertisers will be able to present exclusive offers to users shopping with Google's AI mode.
Now, these are not sponsored ad placements.
Instead, they allow retailers to give AI shoppers a unique deal.
Yidja Shrinivasin, Google's VP of Ads in Commerce said,
it's a new concept that moves beyond our traditional search ads model.
It essentially gives retailers the flexibility to deliver value to people shopping in AI mode,
whether that's a lower price, a special bundle, or free shipping.
In the moment, it matters most to just close the sale.
Wrote Google CEOs in Darpichai,
AI agents will be a big part of how we shop in the not-so-distant future.
To help lay the groundwork, we partnered with Shopify, Etsy Wayfair, Target, and Walmart
to create the universal commerce protocol,
a new open standard for agents and systems to talk to each other across every step of the shopping journey.
And coming soon, UCP will power native checkout so you can buy directly on AI mode with the Gemini app.
I continue to think that agentic shopping and commerce is going to be one of the most ubiquitous AI developments of 20.
Now, moving over to a different aspect of Foundation Lab competition, Anthropic has banned
XAI from accessing their models as part of a broader crackdown on unauthorized use of Claude
Code. Kylie Robeson of Core Memory reported that XAI researchers were abruptly cut off from
using Anthropic models within cursor last week. XAI co-founder Tony Wu told staff that he'd been
told this is a new policy Anthropic is enforcing for all of their competitors.
In a Slack message, Wu wrote, this is both good and bad news. We will get to the
get a hit on productivity, but it really pushes us to develop our own coding product and models.
We're at a time in which AI is now a critical technology for our own productivity.
This coming year is going to be really wildly exciting for all of us.
The team is rapidly developing our own models and product.
We will have something to share with everyone soon.
In the meantime, you may still try all different kinds of models in Grok Build.
Elon Musk had, by the way, nodded to progress earlier in the week, posting,
major upgrade to Grok Code coming next month.
It will one-shot many complex coding tasks.
Simultaneously, Anthropic implemented a new set of technical controls to prevent third-party
applications from spoofing clod code to gain access to more favorable usage limits.
The change affected multiple services, most notably popular open source coding agent open code.
The lengthy discussion on Hacker News used the analogy of a buffet, noting that Alicart API
pricing could be as much as $1,000 a month for heavy users.
One commentator wrote,
Everything about this is ridiculous and it's all Anthropics' fault.
Anthropics shouldn't have an all-you-can-eat plan for $200,
when their pay-as-you-go plan would cost more than $1,000 for comparable usage.
Their subscription plans should just sell you API credits at like 20% off.
Others thought this crackdown was inevitable, with programmer Andrew Remnick writing,
Anthropic just reminded us that they are, in fact, a corporation.
They are now actively blocking OSS harnesses from using quad subscriptions.
This is why I keep harping on the importance of building for independence from a single provider.
Let's not forget that their incentives are not fully aligned with customers,
and we need to actively build for provider independence and open source.
Going back to the buffet analogy, however, some found the move pretty justified.
Berkeley student Ayosh posted,
I understand where Anthropic was coming from for the open code stuff.
It's like bringing Tupperware containers to the all-you-can-eat buffet.
Ultimately, whatever you think of the situation,
it is clear that Opus 4.5 tokens are just about the Hottesai Commodity right now,
which gives Anthropic a lot of power in the space.
Honestly, we have even more that we could get into in this headlines,
including some news about forthcoming models,
but for now, that is where we're going to wrap the headlines.
Next up, the main episode.
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Welcome back to the AI Daily Brief.
One of the things to know about this show is that given
how fast-moving this industry is, it is very often the case that I make last-minute
pivots to change what I'm covering on any given show. Today, I was fully planning on covering
Anthropics' new Claude Co-worker, basically Claude Code code but for everything that's not
code. Given how much Claude code has been on people's minds for non-Claude-code use cases,
after I got a little advance notice that this was coming, it seemed like a very obvious focus.
As it turns out, I just wanted to do it a little bit more in-depth than I would have been able to
this afternoon after it was announced.
And so instead we're pivoting
and we're going to stay on the same theme
that we started in the headlines,
which is the competition and jockeying
for position among the big players.
Now, if the jockeying and competition
that we heard about in the first part of the episode
in the headlines was little skirmishes,
the news that we're talking about in the main episode
is the big stuff.
And the main story is that after a decade
of complaining and internet memes
and even Larry David yelling at Siri,
swearing at it and smashing it against his car
an utter frustration in one of the most relatable moments of curbier enthusiasm, Apple is finally
going to fix Siri, and more broadly, it seems, maybe take AI seriously, and they're going to do
so with Google as their partner. Now, this has been rumored for a while, but it became official
today. The company's released a short two-paragraph joint statement in which they said,
Apple and Google have entered into a multi-year collaboration under which the next generation
of Apple Foundation models will be based on Google's Gemini models in cloud technology. These models will
help power future Apple intelligence features, including a more personalized Siri coming this year.
After careful evaluation, Apple determined that Google's AI technology provides the most
capable foundation for Apple Foundation models and is excited about the innovative experiences
it will unlock for Apple users. Apple Intelligence will continue to run on Apple devices and private
cloud compute while maintaining Apple's industry-leading privacy standards.
Reuters called it a major win for Alphabet, writing that the deal marks a major vote of confidence
for them. As they point out, while Google's technology already drives much of Samsung's Galaxy
AI, the Siri deal unlocks a large market with Apple's install base of more than 2 billion
active devices. The saga of Siri has been a long one. As the Verge wrote, Apple spent most of the
past year working on an AI-upgraded version of Siri, but just couldn't get it there. Now,
as part of those efforts, Bloomberg reported that Apple also considered using a custom version of Gemini
for AI-powered features in Siri, and of course, along the way, we got a big shake-up in Apple's AI team.
specifically their head of AI, John G. and Andrea, stepped down last month, paving the way for this big news to kick off the year.
Now, for many, the focus on the news was as much about what it said negatively about OpenAI,
as much as it did say positively about Google.
Reuters quoted Parth Talsania, the CEO of Equicite's research, who said,
Apple's decision to use Google's Gemini models for Siri shifts OpenAI into a more supporting role,
with ChatGPT remained positioned for complex opt-in queries rather than the default intelligence layer.
The Verge reports that Apple had also explored working with Anthropic and perplexity,
and Apple has always said that they plan to launch more integrations with more AI companies over time.
Yu Chen Jin thought the deal made sense, writing, Gemini leads in multimodality,
and OpenAI's device and personalized chat GPT are direct competitors of Apple.
Benjamin DeKracker says,
OpenAI does seem very Apple-coded.
Google obviously does not, polar opposites really.
So how did OpenAI blow the Apple deal so badly?
Yet others think it's the fact that OpenAI is a little.
a little bit too close to Apple for comfort that made this deal happen the way that it did.
Robert Scoble writes, this makes sense because OpenAI is trying to become a product's company.
In other words, OpenAI is going after Apple, and it would make no sense for Apple to help a new
competitor.
In a longer post, he expanded on those thoughts.
He wrote, OpenAI is making a variety of new products and going after Apple.
Apple didn't want to give OpenAI any more data to help a potential new competitor.
The real problem for this Open AI effort is that we're about to move to glasses.
People don't believe me that we're about to move to glasses, but you should because I just got back from CES and there was a ton of glasses there.
For OpenAI to really get somewhere, they need to add a camera to an earphone.
While I don't see that in this latest report, I wouldn't be shocked to see a camera show up somewhere eventually.
It's cameras that add understanding of the real world, which can lead to many new features that Apple's current AirPods can't match.
I believe Apple is developing such a product to go with their glasses, which makes a lot of sense.
Also, Google's AI models are better at multimodality.
This means they can use cameras in a much better way than even OpenAI.
models can. This is why in Silicon Valley robotic companies, a lot of them use Google Gemini,
because robots need multimodality. Apple's glasses, which are expected in 2027, have some significant
advantages over the others. First, they have eye sensors in them so it knows where the user is looking.
It can also tell what the user is touching, holding, or gesturing towards. This new capability
will give Siri a significant parlor trick. It will let Siri answer questions that no other search
engine has been able to answer before. And he goes on from that, and basically the whole
argument amounts to the fact that as AI becomes embodied, OpenAI and Apple are just on an
absolute collision course that makes a collaboration extremely difficult. Certainly the fact that
Open AI went and tapped a huge number of Apple staffers, most notably Johnny I, shows that there is
some similar DNA in the companies that may well amount for why they were too close to make it work.
Now, another dimension of the conversation is about the privacy dimension. Max Weinbach writes,
remember, this is Gemini technology, but as they said, it still runs on private cloud compute.
That means Apple's silicon and Apple's hardware, not Google.
Google is just licensing the technology to Apple.
Uchen Jin also does note, however, that he doesn't think that a future Apple-only model is a foregone conclusion.
He writes,
I don't think Apple is giving up building its own foundation models.
They've spent billions on GPUs, hired many AI researchers,
and have the iPhone as a massive distribution channel.
Once they've collected enough data via the new Gemini-powered series,
switching to Apple's own models, is always an option.
Now, for others outside the privacy question,
there was a competitiveness question.
Rasser X writes,
this is deeply concerning.
Google has long pushed towards monopoly power
and in search they effectively already are.
With Android, Chrome, and now Apple's foundation models,
this concentration of power demands serious antitrust scrutiny.
Elon Musk agreed,
responding to the news from Google Post on X where he wrote,
this seems like an unreasonable concentration of power for Google
given that it also has Android and Chrome.
Lee Hepner writes,
How is this different than Google wrapping search data
and underlying models in Apple Safari browser?
Didn't the Justice Department just win a historic antitrust trial about this?
Still, mostly people are just looking at this as a huge win for Google.
Prince writes, this seems to imply that Apple has agreed not to use its own foundation models
in its ecosystem for the next few years.
What a disaster, if true.
Although as Dan McIterer writes,
loving this as an iPhone owner,
can't wait to get actually good Siri.
Tim Haltersson writes,
Apple giving up in the AI race and giving Google a massive distribution advantage.
Jim Kramer summed up the market's feelings when he,
he wrote, the Apple Google partnership is very strong. Google pays little and Siri gets better.
Both stocks should be higher. Jim is frequently known as something of a counter signal, but in this
case, I think he's right, and I think it is just one more piece of evidence supporting my and many
other people's prediction that at some point in 2026, before the year is done, Alphabet will be
the biggest company by market cap on the planet. Josh Woodward of Google did also note that
Nanobanana Pro has now crossed a billion images created in Gemini app in just 53 days of the model being out.
That's pretty cool, but given that about 900 million of those were me, I was a little bit less impressed.
Now, if the Google Apple News was the biggest in some ways, there was also still some very big news out of meta as well.
First of all, they announced that they were expanding their nuclear strategy with three new power deals.
Vistra has contracted to supply capacity from their existing power plants,
while small nuclear reactor startups, Oklo and Terra Power have signed agreements to build multiple reactors.
The Vistra deal is expected to deliver 2.1 gigawatts of power from a pair of plants in Ohio,
where Meta is building their Prometheus supercluster,
and overall the three deals are expected to deliver 6.6 gigawatts for Meta's data centers by 2035.
At the moment, most of the large data center projects are one gigawatt scale,
so these deals set Meta up to significantly expand their footprint.
The new deal adds to Meta's 2025 agreement with Constellation Energy to extend the life
of an Illinois power plant.
Meta's chief global affairs officer Joel Kaplan called the deals one of the most
significant corporate purchasers of nuclear energy in American history.
He added,
state-of-the-art data centers and AI infrastructure are essential to securing America's position
as a global leader in AI. Meadow was also careful to address the growing negative sentiment around
data centers driving up the cost of electricity, saying that they will, quote, pay the full
costs for energy used by our data centers so consumers don't bear these expenses.
Patient investor writes, my opinion, this is big tech telling the market they want firm power
for the next decade, not just more chips. Abu writes, we're shifting from compute constrained to
energy constrained. If you don't control the power, you don't control the model. And that got us to
our second announcement from Meta. Earlier on Monday, Zuck posted, today we're establishing a new top-level
initiative called Meta compute. Meta is planning to build tens of gigawatts this decade and hundreds
of gigawatts or more over time. How we engineer, invest, and partner to build this infrastructure
will become a strategic advantage. The effort will be led by Santos-Genartan and Daniel Gross.
Sanchoche will continue to lead our technical architecture, software stack, silicon program,
developer productivity, and building and operating our global data center fleet and network.
Daniel will lead a new group responsible for long-term capacity strategy, supplier partnerships,
industry analysis, planning, and business modeling.
They will work closely with Dina Powell McCormick, who just joined META as president and vice chairman
to work on partnering with governments and sovereigns to build, deploy, invest in, and finance
meta's infrastructure.
In their Wyatt Matter section, Axios wrote,
the announcement, coming shortly after the firm named prominent banking executive
and former Republican official Dina Powell McCormick as president,
suggests Zuckerberg sees META's ability to build out AI infrastructure
as a strategic long-term advantage over its big tech peers.
Right, to admit, so Zuck's going after GCP, AWS, and Azure now?
Makes sense, all this extra compute can easily monetize it with the seeming, unrelenting demand.
Meta becomes a cloud play?
We'll love to see if that's exactly how it plays out,
but it certainly seems like the big cloud provider's just got a new player,
in the space. So like I said, quite a bit of strategic repositioning on this Monday. For now,
that is going to do it for today's AI Daily Brief. Like I said, tomorrow we will dive deep into the new
Claude Co-Work product, which again is Claude Code for everything that's not code, and I am super
excited for that. For now, I appreciate you listening or watching as always. Until next time,
peace.