Apple could be the biggest winner in AI. Here’s why.
In a new Yahoo Finance interview, Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, made a compelling case: Apple stands poised to emerge as the biggest winner in the artificial intelligence revolution — not necessarily by developing cutting-edge foundational models, but by leveraging its unparalleled integration with users’ personal data and devices.
The conversation comes amid excitement over Apple’s “new and improved Siri,” but Gerber remains measured. “The proof is in the pudding,” he notes. While he appreciates the presentations, he’s waiting for Siri to actually deliver intelligent, actionable results in daily life. Yet he sees massive potential beyond just voice assistant upgrades.
Apple’s strength lies in its deep knowledge of its users. Unlike competitors whose AI might scrape public web data, Apple’s devices already hold intimate details: contacts, photos, text messages, and even more private areas of your phone. This positions Apple to create truly personalized AI agents that don’t just provide information — they take real actions.
Gerber paints a vivid picture:
• “Book that restaurant at Baltaire for me… see if it’s available on Tuesday, but actually book it.”
• Apple could use the apps on your phone on your behalf.
• It unlocks productivity in ways no other device can, turning your iPhone from a passive tool into an active life assistant.
This “on-device” and ecosystem advantage could prove more valuable than raw model performance. Apple doesn’t need to win the foundational AI race (think OpenAI, xAI, Google, etc.) if it excels at applying AI intelligently within its walled garden.
When asked how many users might upgrade for the enhanced Siri, Gerber’s response was emphatic: “If it works, 100% of the people.” He envisions scenarios like automatically creating personalized videos from family vacation photos — the kind of delightful, practical feature that makes older devices feel obsolete.
This could drive a major refresh cycle for iPhones and other Apple products, boosting hardware sales while deepening user lock-in.
Apple’s strategy isn’t about flashy new models — it’s about seamless integration and agency. By turning AI into a proactive partner that knows you intimately, but respects your privacy, and acts within your trusted apps, Apple could dominate consumer AI without bearing the full cost or risk of building everything from scratch.
The coming months will test whether Siri finally delivers on its promises. We believe it does, and analysts like Ross Gerber will be proven right: In the AI era, the company that best understands you could win it all.
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Source link: https://macdailynews.com/2026/06/09/apple-could-be-the-biggest-winner-in-ai-heres-why/