Episode summary
Apple Is Overhauling Siri as Part of Major iOS27 Changes | Bloomberg Businessweek
Bloomberg Businessweek Daily
· · 35 min · Hosts: Carol Massar, Tim Stenovec, Matt Miller, Alexis Christoforous · Guests: Mark Gurman, Jay Chaudhry, Kevin Tynan, Albert Douer
Summary
Apple’s next software cycle is expected to center on a major Siri overhaul built into iOS 27, iPadOS and macOS. A guest says Apple is finally taking AI seriously, with new Siri features including access to personal data, calendar actions through third-party apps, a chatbot-style interface, and even a built-in AI web search engine designed to compete with Perplexity. The guest also says Apple’s advantage is its app ecosystem and the user data already inside its devices, which should make the assistant more useful than current standalone chatbots.
The guest expects Apple to present the redesign at its June 8 Worldwide Developers Conference, and says the company is not likely to charge a Siri subscription at launch. The operating system update is also described as broader than Siri, with AI photo editing, a customizable camera app, and new Wallet features that can turn QR codes or physical cards into digital passes.
The episode also briefly covers Zscaler’s revenue outlook and AI security strategy, Ferrari’s new electric car as a compliance move, and UBQ’s plastic alternatives made from waste. Across those segments, the recurring argument is that major companies are using AI, regulation and supply-chain pressure to justify new products, even when the market initially questions the timing or economics.
Key takeaways
- A guest says Apple’s Siri overhaul will be the centerpiece of iOS 27, with AI tied directly to personal data, apps and web search.
- The guest says Apple is unlikely to charge for Siri at launch, but may eventually monetize the feature after users get used to it.
- The guest says Apple’s biggest AI advantage is its device ecosystem and user data, which should let Siri work more deeply than standalone chatbots.
- A guest says Zscaler’s growth story is intact despite the stock drop, because enterprises are demanding more zero-trust security as AI agents spread.
- A guest says Ferrari’s new EV is mainly a regulatory compliance vehicle, not a pure enthusiast product.
- A guest says UBQ can make plastic alternatives from waste at about half the price of plastic and is benefiting from supply-chain disruptions.
Notable quotes
“Apple's finally going to take AI seriously. They're going to embed the technology across the new iOS being introduced in June and being released in September”
“So, it's going to be a much upgraded voice assistant doing the things that we've wanted it to do for the last 15 years that it's been unable to do”
“I don't anticipate there being a Siri subscription for this chatbot. This is going to be a feature as part of owning an iPhone or an Apple device”
“The underlying models have been developed by Google's Gemini team. So you know they work well”
“the advantage that Apple has is they have the app ecosystem around them and they have the ability to plug into any third-party AI agent they'd like as well”
How the episode opens
Bloomberg audio studios podcasts radio news. — This is Bloomberg Business Week daily reporting from the magazine that helps global leaders stay ahead with insight on the people — Companies and trends shaping today's complex economy plus global business finance and tech news as it happens the Bloomberg Business Week daily podcast with Carol master and Tim stenevik on Bloomberg radio.
I'm always so jealous of the Bloomberg Business Week anchors Tim and Carol we're filling in for them. I'm Matt Miller this is Alexis christoforus because they get to talk to Mark Gurman. I feel like every day he comes on this program he never comes on my show which is Bloomberg open interest weekdays from 9 to 11.
Mark Gurman joins us now. He knows everything and more about Apple and Mark I love your preview of what they're going to finally do with Siri. I guess there's a dynamic Island on my phone that's going to be somehow useful here.
Can you explain to us how Apple is going to bring AI into the iPhone?
So Apple's finally going to take AI seriously. They're going to embed the technology across the new iOS being introduced in June and being released in September and the centerpiece of that is an overhauled version of Siri. The underlying models have been developed by Google's Gemini team.
So you know they work well. Obviously Gemini has been hugely successful for Google over the past several months and they're very competitive with chat GPT and Claude at this point after being a little bit behind initially. Other new features as part of this new Siri the ability to tap into your personal data.
So you can ask it to look up text messages you've had in the past.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- siri overhaul
- ios 27
- wwdc june 8
- ai assistant
- cybersecurity revenue forecast
Companies and tickers mentioned
- AAPL
- ZS
- RACE
- Apple Inc.
- Zscaler
- Ferrari
- The Presidio Group
- UBQ
Watch the episode
Watch “Apple Is Overhauling Siri as Part of Major iOS27 Changes | Bloomberg Businessweek” on YouTube
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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