'They Don't Want to Talk About It': Top Analyst Says Apple Has a Siri Problem in an Era of Personalized Agents

Apple Inc.(NASDAQ:AAPL) may be delivering strong hardware sales, but its strategy for the next wave of artificial intelligence is raising questions as personalized AI agents threaten to reshape how consumers interact with technology. Gene Munster Sees AI Agents As Biggest Threat to Apple Ecosystem Deepwater Asset Management managing partner Gene Munster believes personalized AI agents could become a major threat to Apple's tightly integrated hardware and services ecosystem. In a post on X, Munster said he was disappointed with CEO John Ternus' responses to two questions about personalized agents during Apple's earnings call.