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Moor Insights & Strategy

Broadcom Mainframe Software Analyst Summit: Meeting Enterprise AI At The Customer's Pace The Claude-ification Effect - Does Microsoft Copilot Cowork Offer Something New? MI&S Weekly Analyst Insights — Week Ending June 12, 2026 RESEARCH NOTE: Computex 2026 Shows How Infrastructure Fragments as AI Scales Is SAP's AI Transformation the Future of SaaS? - Pulse Brief OpenAI Flexes Enterprise Ambitions With Colin Fleming As Business CMO RESEARCH NOTE: Rayfin Turns Microsoft Fabric Into a Runtime for Agent-Built Apps RESEARCH NOTE: Google I/O 2026 — More Details on AI and AR Glasses, Including Project Aura BROADCAST ANALYSIS: Patrick Moorhead Discusses the AI Market, Semiconductors, SpaceX, and Big IPOs on The Street, June 10, 2026 At Cisco Live 2026, Cisco Bets The Network Is The AI Platform MI&S Weekly Analyst Insights — Week Ending June 5, 2026 BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Computex, China Trade Restrictions, and Berkshire’s Google Investment on CNBC Asia, June 1, 2026 RESEARCH NOTE: Dell Makes Its Case for Owning the Enterprise AI Stack Microsoft Work Trend Index 2026 Shows AI Productivity Is Not Enough Huawei's Chip Claims, SpaceX IPO Insights, Network X, Starcloud, AT&T & Amazon Leo Updates RESEARCH NOTE: Can Intel Wildcat Lake Challenge Apple’s MacBook Neo and Make Cheap PCs Great Again? ANALYST INSIGHT: Tenstorrent Is Disrupting the Inference Market MI&S Weekly Analyst Insights — Week Ending May 29, 2026 RESEARCH NOTE: Panasonic TOUGHBOOK 56 Brings Much-Needed Updates to the Rugged Form Factor RESEARCH NOTE: Amazon’s Acquisition of Globalstar Accelerates Amazon Leo Ambitions RESEARCH NOTE: IBM Turns Sovereignty Into a Product ANALYST INSIGHT: Mission-Critical ERP Needs Mission-Critical Agents RESEARCH NOTE: Cadence Leans into EDA Super Agents at Cadence LIVE 2026 MI&S Weekly Analyst Insights — Week Ending May 22, 2026 RESEARCH NOTE: Distance Technologies Partners on Kia Vision Meta Turismo Concept Car Retail AI Requires a Fundamentally Different Approach to Implementation — Research Brief BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on CNBC, May 20, 2026 Enterprises Need To Be Careful Before They Go All-In On Anthropic RESEARCH NOTE: AT&T, T-Mobile, and Verizon Create Unprecedented Joint Venture for D2D Satellite Simplicity MI&S Weekly Analyst Insights — Week Ending May 15, 2026
Apple WWDC 2026 - Resetting Siri, OS Improvements, and Pa...
Anshel Sag · 2026-06-09 · via Moor Insights & Strategy
Image Credit Apple

Apple’s WWDC 2026 developer conference focused heavily on key operating system improvements, parental controls, and, of course, Apple Intelligence with Siri AI.

Performance Improvements

There are lots of new operating system speed and responsiveness improvements, as well as a Liquid Glass interface slider for configurable transparency. Apple says apps will launch 30% faster, photos will load 70% faster, and AirDrops will happen 70% faster. I believe this is an effort to counter the adage that Apple OS updates slow down old phones rather than speed them up. Apple also announced that the new version of macOS will be called Golden Gate and will include all the new Apple Intelligence updates.

Parental Controls

Apple also introduced Child Accounts, which give parents considerably more controls through features including Ask to Browse, Contact Approvals, and Ask to Buy Context. I believe this is Apple trying to get ahead of growing regulations on children’s access to adult content and the broader internet, and any apps that might be questionable for kids.

Compelling New Features

One of the coolest new features Apple announced was Spatial Reframing, which borrows from the Apple Vision Pro headset and creates a Gaussian splat that lets you reframe the shot, then uses a vision model to generate a new image from that perspective, giving you a better angle. Even more reasons for Apple to continue to invest in visionOS.

The New Apple Intelligence

The much-awaited Siri AI appears to deliver many of the features Apple initially promised with Apple Intelligence, supported by new foundational models built in partnership with Google. I believe that Apple will finally deliver the experience that it promised two years ago, and that it will deliver meaningful improvement to users’ daily lives. Especially with personal context and memory, it seems odd, but Android and Pixel still don’t really access your text messages when you need it to. Apple’s on-device focus, bolstered by Private Cloud Compute, sets it apart from other AI approaches and aligns with the company’s overall privacy focus.

Apple says the new Siri experience is “most powerful” on the latest-generation iPhones, the M4 on iPad, and the M3 on Mac, with 12GB of RAM on Mac and iPad. Apple also took a dig at regulators, stating that the new Siri AI wouldn’t be available in the EU or China until regulatory environments there improve.

Final Note

I believe that Apple is finally catching up in the AI space, but still has plenty of work to do. The regulatory environment is one of the most challenging aspects of Apple’s rollout, and the hardware limitations are quite considerable, too. Apple’s competitors won’t stand still, especially as more companies in the AI space enter the hardware market. It will be interesting to see if Apple’s approach finally pays off and whether being behind really hurts it at all.