Apple Continues to Signal Importance of AI

By Gene Munster of Loup Ventures

• Yesterday, Techcrunch reported that Apple’s head of AI, John Giannandrea, will take responsibility for Siri from Craig Federighi.
• This formalizes our April expectation that Apple’s voice program should be moved into its AI group.
• Voice is currently one of the most tangible AI use cases and, under Giannandrea, will increasingly be added to Apple products.
• Separately, Giannandrea will be reporting directly to Tim Cook, further evidence of the growing importance of AI at Apple.
• While these moves are encouraging, we still believe Google has a comfortable lead in the usability of its AI, evidenced by our testing of Google Assistant, Siri, Cortana, and Alexa.
• Loup will be publishing its biannual review of these digital assistants this month with updated performance numbers and commentary on their progress.

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