The more I see of the new Siri, the more ChatGPT starts looking like Humane: an ephemeral market sandbar.
It's a crazy thought, but if Siri can actually look up things, do basic tasks, and integrate seamlessly with your personal data...90% of the day-to-day consumer use case for standalone chatbots is gone.
Why would I endure the friction of switching to a third-party app when native, system-wide functionality is available? Not to mention it's *augmented* functionality by virtue of its privileged, private access to your personal and communication data.
I don't think we should underestimate what a significant impact this will have on AI-specific companies.
Beyond a baseline capability threshold, chatbots are only as valuable as the data they have access to.
By providing users a way to *securely* leverage their entire library of personal data, Apple effectively makes Siri the best chatbot on the market. It just instantly kills everything else.
The value of an AI-specific company then essentially collapses to the top-end implementations of their models that expose their uniquely jagged cutting edges—most notably enterprise contracts and agentic coding.
For a company like OpenAI which derives a significant amount of its value from ChatGPT, it's no wonder why they are pushing so hard to grow Codex. Or why they are considering this "super app" ChatGPT x Codex amalgamation.
I was a bit confused by that before; why would you want to mess up such a good thing in ChatGPT by conflating it with a totally different use case?
Well, it might be because they see the writing on the wall and are trying to convert as many ChatGPT users into Codex users before it's too late. They may not be "copying Anthropic" after all...this could be them fighting for survival.
We still have to fully put Siri through its paces and see how its full profile stacks up against ChatGPT or other chatbots, but even if this iteration doesn't fully get there, it seems like only a matter of time until Siri and other OS-level implementations eat the chatbot market.
I did something I never thought I would, I reached out to Siri instead of ChatGPT and honestly it was better and gave me an excellent output with less text which was to the point 🤯