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Apple said to debut Gemini-powered Siri in Feb., but “fully reimagined” chatbot in Jun.

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Top stories today:

  1. Apple said to debut Gemini-powered Siri in Feb.
  2. TikTok updates U.S. privacy policy to allow precise location tracking
  3. Recursive, led by Richard Socher, said to be in talks at $4B valuation
  4. Ledger said to tap bankers for $4B+ U.S. IPO as soon as 2026
  5. Synthesia raises $200M at $4B valuation for enterprise AI video
  6. Gold tops $5K/oz, up 1,500%+ this century as rally hits $5,111

0. Data and calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).

All times are ET.

Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):

1. Apple said to debut Gemini-powered Siri in Feb., but “fully reimagined” chatbot in Jun.

  • The personalized Siri will reportedly be based on Gemini-backed Apple Foundation Models v10.

    • ~1.2T parameters.

  • WWDC: the revamped Siri will debut in iOS 27 and iPadOS 27, arriving in beta this summer.

    • The new Siri will reportedly be conversational, context-aware, and able to sustain back-and-forth dialogue.

    • Will rely on Gemini-powered Apple Foundation Models v11, competitive with Gemini 3.

  • Google’s cloud infra and TPUs may run the new Siri.

  • H1 2026: new MacBook Pro, Air, and Mac Studio models are expected with spec bumps.

  • 2026-end: a revamped MacBook Pro with OLED display and touch support is expected.

2. TikTok updates U.S. privacy policy to allow precise location tracking amid ownership shift

Representational image generated using ChatGPT.

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4. Recursive, led by Richard Socher, said to be in talks at $4B valuation

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