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Just as Apple picks up momentum at adding AI across their products, the goalposts are changing, now focused on the personalized bot. Thats what I’ll be listening for on their September earnings call on Nov 2, moving from AI powered chat experience to a Muse and Grok bot competitor.

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$AAPL gets test approval for AI powered Siri in China. This is a big step forward. I expected this milestone mid 2027. Now the question is when will it move from testing to general availability. My guess is the first half of 2027. Keep in mind, testing doesn’t mean general availability. Just over a year ago, Tesla got “approval for testing” on FSD in China, and so far it’s been crickets on that front

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Library as of 2026-10-19