Apple Siri's Gemini Integration and Google's Universal Commerce Protocol: A Strategic Analysis
Published:Jan 13, 2026 11:00
•1 min read
•Stratechery
Analysis
The Apple and Google deal, leveraging Gemini, signifies a significant shift in AI ecosystem dynamics, potentially challenging existing market dominance. Google's implementation of the Universal Commerce Protocol further strengthens its strategic position by creating a new standard for online transactions. This move allows Google to maintain control over user data and financial flows.
Key Takeaways
- •Apple has officially integrated Google's Gemini into Siri.
- •Google is implementing the Universal Commerce Protocol.
- •These moves impact the competitive landscape of AI and online commerce.
Reference
“The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic playbook with Universal Commerce Protocol.”