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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].

First, Apple has landed on Google’s Gemini for Siri – putting a capstone on a key decision that’s set to shape how consumers will use AI in their everyday lives. If you have an iPhone, you can finally let yourself wonder: “What if Siri was actually really good?”

Next, the current hot set of AI use cases seems to be oriented around healthcare. The past couple weeks have seen launches of OpenAI for Healthcare, Claude for Healthcare, and Google’s open medical model MedGemma 1.5, among others.

Finally, Walmart is expanding its drone delivery to a total of 270+ stores by 2027, covering 40M people. With a key regulatory change coming down the pipe this year, drone delivery is set to pick up steam. Players are aiming for an eventual cost of $1-2 per package at scale.

Enjoy.

Tam

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