Apple to Revamp Siri with Google Gemini, Eyeing AI Agent App Store

The integration of Google's Gemini into Siri and the planned AI agent App Store signal Apple's strategic push into advanced AI functionalities. For streaming, this could reshape content discovery, interaction, and monetization within the Apple ecosystem, especially with AI agents potentially offering new pathways for content delivery. The industry should monitor how these AI agent integrations balance developer opportunities with Apple’s platform control, particularly regarding potential future commission structures, as this will dictate how third-party services engage with the revamped ecosystem.

Apple is actively engaging developers to integrate their applications with the new Siri and Apple Intelligence features ahead of WWDC 2026, as reported by MacRumors in May 2026. However, some developers express hesitation due to concerns over potential future commission fees on these integrations. While Apple has indicated it will not charge commissions during the initial phases, it has not ruled out implementing them later, according to The Information in May 2026. This has implications for major players like Baidu, Alibaba, and Tencent, with whom Apple has held discussions regarding Siri integration. Separately, WinBuzzer noted in May 2026 that Apple is carefully weighing how AI agent apps will fit within its App Store review system, given the conflict with existing rules that restrict post-review code and feature changes. This suggests Apple is working to balance its security and privacy standards with the rising demand for more dynamic AI functionalities. The company's intention to allow users to select from multiple chatbots for Siri, potentially including models from Anthropic or Google for features like Image Playground, was also highlighted by MacRumors in May 2026, indicating a broader strategy than just a single AI partner.