By Gene Munster of Loup Ventures

• Yesterday, Techcrunch reported that Apple’s head of AI, John Giannandrea, will take responsibility for Siri from Craig Federighi.
• This formalizes our April expectation that Apple’s voice program should be moved into its AI group.
• Voice is currently one of the most tangible AI use cases and, under Giannandrea, will increasingly be added to Apple products.
• Separately, Giannandrea will be reporting directly to Tim Cook, further evidence of the growing importance of AI at Apple.
• While these moves are encouraging, we still believe Google has a comfortable lead in the usability of its AI, evidenced by our testing of Google Assistant, Siri, Cortana, and Alexa.
• Loup will be publishing its biannual review of these digital assistants this month with updated performance numbers and commentary on their progress.

Disclaimer: We actively write about the themes in which we invest: virtual reality, augmented reality, artificial intelligence, and robotics. From time to time, we will write about companies that are in our portfolio. Content on this site including opinions on specific themes in technology, market estimates, and estimates and commentary regarding publicly traded or private companies is not intended for use in making investment decisions. We hold no obligation to update any of our projections. We express no warranties about any estimates or opinions we make.

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