Two questions on the call related to personalized agents. Ternus dodged the questions. I wanted to hear him say they'll …
Two questions on the call related to personalized agents. Ternus dodged the questions. I wanted to hear him say they'll change how consumers use tech.
My take: It's clear they don't want to talk about personalized agents. They're the biggest risk to the Apple ecosystem. Today, about 20m people worldwide use personalized agents (Muse, Grok Bot, Dot). In a few years, it will likely be billions a day.The first question: The question was: What do personalized agents mean for the Services business? Ternus says “they are excited about Siri AI” and that the project is request-based today, with “room to expand capabilities.” He wants users' security and privacy protected.The second question: Ternus underscores that the iPhone is your personal hub and Siri can access that in a secure and private way. He says they will continue to push on that, and they feel good about it. $Apple(AAPL.US)Source: Gene Munster
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