Written by: Fang Dao

Apple is redefining Siri.

According to market information, Apple plans to open interfaces for third-party AI assistants in iOS 27. This change appears to be an expansion of functionality, but in essence, it is a rewrite of the entry structure.

For the past decade, Siri has always operated within a closed system.

Users make requests, the system parses and executes them, the capability path is singular, and control is centralized. This "vertical integration" model aligns closely with the App Store era: capabilities are provided by the platform, and traffic is distributed by the platform. Now, this structure is starting to loosen.

Siri is transforming from an "executor" to an "orchestrator."

When users make a request, the system no longer only calls on its own models but rather selects among multiple models. Different tasks are distributed to different AI capabilities. In an engineering context, this is closer to an AI Orchestrator rather than a simple router.

It not only decides the calling path but also needs to handle contextual states, cross-application logic, and privacy boundaries. This layer is built on Apple's own Foundation Models and Private Cloud Compute.

This change shifts competition from "capability provision" to "capability scheduling."

As model capabilities become homogenized, point performance no longer constitutes an absolute barrier. The real difference begins to manifest in the relationships of calls. Whoever controls the request entry controls the distribution rights.

From a business structure perspective, this step is equally critical.

Opening interfaces does not mean relinquishing control; on the contrary, it is an upgrade in the way control is exercised. In a closed system, Apple controls the capabilities themselves; in an open system, Apple controls the distribution of those capabilities.

This allows it to replicate the logic of the "Apple Tax":

• Users call third-party AI services

• The platform completes distribution and settlement

• The platform extracts revenue sharing

From the App Store to the potential "Agent Store", the revenue model has not disappeared, but rather migrated.

Regulatory factors are also significant.

The EU's Digital Markets Act (DMA) continues to require platforms to open interfaces and reduce closure. Apple's adjustment is both a technical choice and an institutional response. Between compliance pressure and technological trends, openness has become an inevitable path.

From an industry perspective, this change marks the end of a phase. The core of the mobile internet is "application distribution." Whereas the core of the AI era is shifting towards "capability scheduling."

A new structure is forming:

• Models provide capabilities

• Platforms control entry

• Systems complete scheduling

• Users only perceive the results

In this system, the boundaries of applications begin to blur, the importance of interfaces decreases, and the calling path becomes the new core. This signifies that the operating system is undergoing an abstract upgrade. It is no longer just about running applications, but about orchestrating capabilities.

The openness of Siri is not just a product adjustment. It signifies:

• Entry, from interface, becomes system

• Competition, from model, shifts to scheduling

• Power, from capability, shifts to distribution

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