The Six Five with Patrick Moorhead and Daniel Newman · 2026-06-15 · 1h 5m
Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate.
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