Apple just outsourced the future of Siri to Google

Today, we’re looking at a major step in Google’s $32B push to dominate enterprise cloud security, that marks the start of a new arms race in AI-era cybersecurity. Also looking at Apple’s quiet but radical shift in AI strategy of paying Google $1 billion a year to power Siri with its ultra-scale models.

In today’s post:

• Apple's $1 Billion AI Bet on Google

• Google’s $32B security play just got the green light

• Self-driving giants stall on IPO debut

What’s Trending Today

STRATEGY

Apple’s AI strategy is now Google's business

Apple is close to striking a $1 billion-a-year deal with Google. The goal? Upgrade Siri using Google's massive 1.2 trillion parameter AI model.

Here’s everything you need to know:

• Siri has long lagged behind newer voice assistants like ChatGPT and Alexa.

• Apple’s “Apple Intelligence” push needs industrial-strength AI and fast.

• Instead of building from scratch, Apple is licensing Google’s tech.

• That includes a powerful model developed by Google DeepMind, running behind the scenes.

• The deal highlights a quiet truth: Apple’s AI future may depend on competitors.

• This is Apple playing catch-up in a space it once led.

• Google wins too: it gets recurring revenue and embeds itself into Apple’s core products.

For years, Apple has sold a story of full-stack control, hardware, software, services. But AI has changed the rules. Speed matters more than ownership. In partnering with Google, Apple is admitting it can’t go it alone and that might be the smartest thing it’s done in years.

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POLICY

Wiz clears antitrust Google’s biggest AI-era bet moves ahead

The DOJ has approved Google’s $32 billion acquisition of cloud security firm Wiz. It’s not closed yet, but this was the biggest hurdle.

Here’s everything you need to know:

• Google first approached Wiz in 2024 with a $23B offer; Wiz said no.

• A year later, the two returned to the table at $32B and shook hands.

• The DOJ’s approval signals less scrutiny than expected for cloud security M&A.

• Wiz CEO Assaf Rappaport believes they walked away at the right time and won.

• The deal helps Google catch up to AWS and Microsoft in enterprise cloud security.

• It also shows Big Tech is still happy to buy growth when the product is proven.

• The acquisition is expected to officially close in early 2026.

This is more than a big number. It’s a signal that cloud security is now table stakes in the AI era. Wiz built fast, refused too early, and made Google pay a premium. The lesson? Don’t sell early if your growth curve is still steep even when the buyer is one of the biggest names in tech

PARTNERSHIP

Pony AI and WeRide go public and tumble

Two of China’s top autonomous vehicle firms, Pony.ai and WeRide, just listed in Hong Kong. Both stocks dropped fast 14% and 12% on day one.

Here’s everything you need to know:

• Pony.ai raised about $860 million; WeRide raised $305 million in their IPOs.

• The listings are part of a dual strategy: hedge U.S. tensions and chase global capital.

• But investor confidence is shaky especially with geopolitical headwinds.

• Accusations of misinformation between the firms also surfaced pre-IPO.

• Both companies are burning cash to scale Level 4 autonomy (no human oversight).

• They’re eyeing Uber partnerships, but U.S. regulatory roadblocks are growing.

• Expansion into Europe, the Middle East, and Singapore is still in early stages.

This isn’t just about market dips. It’s a signal that autonomous driving, while still hot, is becoming a political and capital-intensive arms race. Pony.ai and WeRide can build the tech but whether they win globally may depend more on diplomacy than data.

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