194: Should Apple Be Worried About Gemini Intelligence?

On this week's episode of The MacRumors Show, we discuss Google's latest wave of announcements for Android and Gemini, the newly announced Fitbit Air, and Apple Watch Series 12 rumors.

The centerpiece of Google's announcements this week was Gemini Intelligence, Google's new umbrella platform for AI across phones, watches, cars, and laptops. Its headline capability is cross-app automation: users can photograph an event flyer and ask Gemini to find tickets on Expedia, or pull up a grocery list and have it build a cart in a shopping app. A companion feature called Create My Widget lets users describe a home screen widget in natural language and have Gemini generate it, drawing from Gmail and Calendar to build a personalized dashboard.

Google also unveiled the Googlebook, a new laptop category designed from the ground up around Gemini with partners including Acer, Asus, Dell, HP, and Lenovo arriving this fall. Gemini in Chrome for Android gained an agentic browsing layer rolling out end of June, and Android Auto received AI-generated contextual replies and DoorDash voice ordering. A Meta partnership brings Ultra HDR, native stabilization, and night mode to Instagram on Android flagship devices.

In January, Apple and Google announced a partnership under which Gemini would power the next generation of Apple Foundation Models, including a more personalized Siri expected this year. Apple's equivalent cross-app ‌Siri‌ actions were announced at WWDC 2024 but have not yet shipped; Gemini Intelligence is rolling out this summer using the same underlying technology.

Google also unveiled the Fitbit Air this week, a screenless fitness tracker priced at $99 that ships on May 26. The device weighs just 12 grams with the band and tracks heart rate, AFib, HRV, SpO2, and sleep stages in a pill-shaped pebble with no display, no buttons, and no notifications. Battery life lasts for seven days, with a five-minute fast charge delivering a full day of use. A Stephen Curry Special Edition is priced at $129, with core tracking free and Google Health Premium adding an AI Coach for $9.99 per month after a three-month trial.

The launch accompanies a broader rebrand. The Fitbit app becomes Google Health on May 19, with Google Fit folded in, Apple Health data supported on iOS, and APIs for Garmin, Whoop, and Oura. Bloomberg's Mark Gurman reported earlier this year that Apple has scaled back a comparable Health+ coaching service, with the feature now unlikely to launch. The Apple Watch SE starts at $249 and requires daily charging, and the Fitbit Air's $99 price with no mandatory subscription addresses a segment Apple does not cover.

We also discuss the Apple Watch Series 12, which is shaping up to be an incremental upgrade. Bloomberg's Mark Gurmansaid in March that he does not expect any major design changes, and a significant redesign is now not expected until 2028.
The leaker known as Instant Digital said this week that Touch ID, which appeared in leaked Apple code last year, has been deprioritized in favor of battery life improvements. DigiTimes previously reported an eight-sensor array on the back of at least one 2026 model, though blood pressure monitoring is said to be further out. A new chip is expected, with leaked code indicating a meaningful upgrade from the S10 used across the last three series, and watchOS 27 will be previewed at WWDC on June 8.

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