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AI · Jennifer Mossalgue2026-11-04 19:07

Apple cracks the door open to Siri AI

62/ 100China
AIAppleVoice AssistantsApp Ecosystem

Summary

Apple has released a developer preview of its rebuilt Siri AI, letting apps of any kind build their own actions into the assistant and teach it multi-step jobs through new skills, a rare crack in its walled garden. The catch is timing: developers can only test with internal users for now, App Store submissions start in spring, and Apple's rules for developers will come later, so iPhone users will feel nothing yet. The same betas bring China its first Apple Intelligence tools, minus Siri AI. The newsletter's judgement is that the opening matters, but leaves the work to developers while Siri still feels generations behind frontier labs.

Highlights

  • Apple just opened up building on its Siri AI to all developers, something the notoriously closed-off ecosystem rarely allows.
  • Developers can now add their own actions instead of just Apple’s initial preset list of options, and teach Siri multi-step jobs through new “skills.”
  • Apple letting any app build into Siri is a real crack in its walled garden, which is a big deal.

Contrarian Viewpoints

  • This is a developer preview, not a product launch: with App Store availability months away and rules still unwritten, near-term user impact is nil.
  • Opening the platform shifts the burden to developers and does not by itself close Siri's gap with frontier labs in areas such as computer use.

Investment Implications