In his note to clients, the technology analyst says, “We think Tim and his team are running around speaking to rivals because they are channeling their “inner Steve persuasion skills.” He adds that Apple is talking with Google, Open AI, and others about having their AI models accessible to iPhone users via an App Store that can take advantage of AI offerings from third-parties. “Tim knows how to do this,” Reitzes said.
The analyst says that during WWDC Apple will “lay the groundwork” for the new App Store and explain how users will be able to buy AI apps from the new App Store including, as we already stated, some developed by Apple itself. In that new App Store, we might find an AI app that will replace the current version of Siri. He adds that Apple’s second-largest business segment, Services, could see improved results from the new AI App Store, and he also suspects that we will see a “huge upgrade cycle” for the iPhone in 2025. That year, according to Reitzes, will see Apple optimize both the iPhone software and the silicon for AI.
