Many years ago, there was a commercial on the Super Bowl of a man throwing a javelin at a computer. The computer represented IBM or the establishment. The man throwing the javelin represented Apple or independence or non-establishment. IBM and Apple should never meet, but things change.

In an article by Zaheer Kachwala and Aditya Soni of Reuters, Apple will use Google’s Gemini models for its revamped Siri coming later this year under a multiyear deal that deepens the tech giaints’ alliance in the AI race and bolsters Alphabet’s position against OpenAI.

Google’s technology already drives much of Samsung Galaxy AI, the Siri deal unlocks a large Apple base of 2 billion active users.

Gemini and OpenAI were bidding on the same contract. OpenAI owns ChapGPT which was rolled out to Apple’s Siri in late 2024.

The latest agreement builds on a years-long partnership that makes Google the default search engine on Apple devices- a lucrative arrangement that drives traffic for Google which generating tens of billions in annual revenue for Apple.

Linking to dividend paying stocks, while brands try to give each of us an image of who we want to be or are, the reality is we are all interconnected behind the scenes. Thise interconnection is often outside of the limelight but where money is made. The consistent, the dependable, the profit making for investors. When you find them, you can hold onto the companies for a long period of time. In the words of Jim Cramer of Mad Money, hold them do not trade them.

There are more questions than answers, till the next time – to raising questions.