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7 rumored iPhone 17 features Android already has

7 rumored iPhone 17 features Android already has

The iPhone 17 is coming in just a few weeks, and rumors have been circulating all summer. Alongside the usual models like the iPhone 17 and iPhone 17 Pro models, Apple is also potentially bringing a slimmer phone to the party, as well as a new version of its FineWoven accessories. With all of that said, how many of the iPhone 17’s rumored features are actually new to the market?

It’s a tale that dates back well over a decade. Android phones have regularly beaten the iPhone to new features. I remember being a young tech blogger talking about how the iPhone 6 came with NFC, a feature that Android phones had included since the release of the Samsung Nexus S a few years earlier. 

Since this theme has been present in the iOS versus Android debate for as long as most of us can remember, let’s review the rumored features of the iPhone 17 and see which ones have already been on the market as Android phones. 

The iPhone 17 Air

One of the big rumors this year is that Apple will introduce a slimmer iPhone 17 alongside the rest of the lineup. Should the rumors pan out, the phone will be called the iPhone 17 Air, and it’ll be the thinnest iPhone that Apple has ever made. Leaked photos of the device show that it’s about as thin as its buttons, which is a turn from phones remaining thicker to accommodate larger batteries. 

The thing is, Samsung already did this, and very recently. The Korean tech giant released the Galaxy S25 Edge earlier this year, which is essentially a Galaxy S25 but made as thin as possible. It is barely thicker than its own buttons as well, and when viewed side by side, the design is pretty similar all around. Score one for Android phones. 

A wider camera bump

Another design change potentially coming is a camera bump that spans most of the width of the phone’s back. It’s part of several design changes that are rumored to happen, including the iPhone going back to an aluminum frame instead of a titanium frame (which, consequently, was a design borrowed by Samsung). This is backed up by case renders of the iPhone 17.


Credit: Zain bin Awais/Mashable

If you squint a little, you can see that this is something already found on the Google Pixel 9. In Apple’s defense, the Pixel’s version is more curved than rectangular, like the iPhone 17’s camera bump is rumored to be. However, the idea of it spanning most of the back of the device has been done by several Android phones in the past, with the Pixel 9 being the most recent example. 

Vapor chamber cooling

Another rumor swirling around is that the iPhone 17 is finally upping its thermal game by introducing vapor chamber cooling. The premise is pretty simple and leverages the cooling benefits of liquids changing phases. Water heats up, evaporates, moves to the cooler end of the chamber, where it cools down, turns back into a liquid, and returns to gather more heat. It’s quite effective. 

Mashable Light Speed

Android phones have been using vapor chamber cooling for almost a decade. The Razer Phone 2 is largely considered the first phone to do it all the way back in 2018. Since then, Samsung and other OEMs have introduced the technology, and Samsung still uses it to this day. Interestingly, the Pixel 10 just introduced it as part of its lineup, so it beat Apple by a month. 

120 Hz displays on every model

In prior years, Apple reserved its 120 Hz refresh rate ProMotion display for the iPhone Pro models. This year, it’s rumored that the entire lineup is finally getting high refresh rate displays, unifying the lineup, which includes the iPhone 17 Air model. It’ll be the first time that every iPhone in a generation has had the same refresh rate since the entire iPhone 12 lineup featured 60 Hz displays. 

Android phones beat the iPhone to higher resolution displays by four years (2017’s Razer Phone versus 2021’s iPhone 13 Pro). However, Android OEMs have been stashing the tech in entire lineups since at least the Galaxy S20 series in 2020. Even Google does this with its lower-end Pixel phones, with the Pixel 9a housing a refresh rate of 120 Hz like its more expensive siblings. 

12GB of RAM, finally

Apple received praise for upgrading the iPhone 16 to 8GB of RAM from the 6GB of RAM in the iPhone 15. Rumor has it that the iPhone 17 will come with a 50 percent bump to 12GB of RAM, making it the most ever in an iPhone. This is no doubt thanks to Apple Intelligence, which requires more hardware than most other stuff you do on a smartphone, so Apple is beefing up its specs to make sure all the iOS 26 AI features work correctly. 

Android phones have had 12GB RAM or even more for quite some time. Samsung has been doing this for years, even offering 16GB of RAM in the Galaxy S21 Ultra before backing it down to 12GB on future models. Google and other phone makers have also done with the Pixel, sporting 12GB of RAM since last year’s Pixel 9, and some Chinese phones are ramping it up to 24GB or beyond. 

A larger battery capacity

Modern iPhones have become much more competitive in terms of battery life. The iPhone 16 Pro Max came with the largest battery ever housed in an iPhone, at 4,685 mAh. One of the rumors for 2025’s iPhone 17 is that the Pro Max is being made slightly thicker to accommodate a battery that hits the 5,000 mAh barrier for the first time in iPhone history. 

Here’s the thing: Android phone makers have been doing that for years now. The Samsung Galaxy S20 Ultra was among the first, released in 2020. Plenty of Android phones have met or exceeded 5,000 mAh in the years since. It’s nice to see Apple bringing its phones up to par with the competition, and we hope they keep doing so in this arena, so battery life gets longer. 

A fully refreshed design with iOS 26

clips from wwdc


Credit: Zooey Liao; Apple

Apple is notoriously slow at overhauling iOS. The last time Cupertino had a major visual overhaul was when it released iOS 7 in 2013, which introduced a flatter, more modern design. While iOS 26 has its fans and detractors, there’s no doubt that it is bringing a very different look to the iPhone 17 and prior models that can support the updates. 

Since 2013, Android has had a few major design overhauls, including Material Design (2014), Material You (2021), and Material 3 Expressive (2025). This doesn’t matter too much, since designs are very subjective in general, but Android fans have had a lot more fun with large new design elements over the last decade and some change than iOS users have. 

Ultimately, it’s okay

Just because Android has beaten the iPhone to the punch doesn’t mean the iPhone 17 is going to be a bad phone. Apple’s optimizations are legendary, and we have no doubt that the iPhone 17 will be among the top smartphones released all year and into 2026. Even so, it’s good to know that Android phones still have a position in the market as being the first to have something. So, if you want a larger battery, more RAM, or phones that exceed 120 Hz refresh rates, you’ll need to shop for Android.

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Parents want one thing, and one thing only, out of AI: to add a list of soccer games or “spirit week” theme days from an email or a poorly formatted flyer onto their calendar in one shot. And I have good news for parents with iPhones — the new Siri can finally do this.

After stumbling through its first launch of an AI-imbued Siri, Apple is trying again. The newly upgraded Siri AI can chat with you about what might be killing the roses in your yard, put together a shopping list for the hardware store, and set a reminder to lay down some compost in that flower bed. It can reference information in your email and calendar to make its recommendations or provide an actually helpful answer to the question: “When should I leave for the airport?” And yes, it can even add a list of events from an email to your calendar. I tried all of these scenarios out for myself and I saw it happen. AI Siri is for real this time.

This is like, baby’s first AI assistant stuff, but it’s huge that it actually works.

Honestly Bun Mee is my go-to, so this is a good call.

But it’s also a pretty basic set of features for an AI assistant in 2026, particularly if you compare it to what Gemini has been doing on Android for the past couple of years. Google’s chatbot has been able to add multiple calendar events from a screenshot for at least a year at this point. It’s been diagnosing plant problems and scheduling maintenance reminders for months now, if not longer. New Siri is built on Gemini models, so it makes a lot of sense that the first iteration of Siri AI feels a little bit “Gemini, circa 2025.”

Siri AI has its own flavor, though. Apple has a lot of proprietary stuff going on under the hood and in the cloud. It draws from an on-device pool of data that’s gleaned from things like email and messages. This information is indexed so Siri can tap into the relevant bits when needed. Prompts that can’t be handled fully on device are sent to Apple’s Private Cloud Compute with only the relevant pieces of personal data attached. Gemini handles personal context differently; you opt into sharing your Gmail or calendar, and then it’ll go directly to those sources to get the information when needed.

Siri AI working well depends a lot on the AI understanding context. So far, it’s doing pretty well. I asked it when I needed to return some camera gear I rented for WWDC, and it found the information from a calendar event I’d made and in an email (it’s due back Friday, for the record). Likewise, prompting it with something like “add these events to my calendar” will consistently trigger it to reference the information on my screen. So far, so good.

I couldn’t get Siri to engage in any shenanigans — I didn’t exactly stress test it, but the guardrails were strong enough to return a curt “I can’t help you with that” to a shady prompt. Fair. As a conversationalist, new Siri also seems a bit more dispassionate than Gemini. I gave them both the same prompt asking why the flowers in front of my house seemed to be wilting. They both gave wordy responses with a lot of possible causes, but Gemini’s started with “That is incredibly frustrating…” where Siri was more direct and got right into diagnosing the situation.

Siri AI’s response to my question gets to the point quicker.

Gemini sends its sympathies.

The new Siri handled my follow-up requests well, too. I asked it to recommend a garden center “near home” and it came up with a good suggestion. It also created a new reminder list with some checklist items for my garden rehab project and added a calendar event, all from a single prompt. Pretty basic stuff, but this is Siri. The fact that it works at all is a step forward that’s been years in the making.

New Siri pops up in a lot of places on the iPhone. I’ve gotten into the habit of swiping down on the homescreen and using search to get to apps, and every time I do there’s a big prompt to “search or ask” with a glowing, blinking cursor. Long pressing the wake button summons Siri from the Dynamic Island now, too, rather than presenting it as a glowing border around the screen. The changes all add up to a subtle feeling that you’re never very far away from Siri.

The changes all add up to a subtle feeling that you’re never very far away from Siri

This iteration of Siri feels like the AI assistant you’d build if you knew you couldn’t screw it up. It supports a pretty basic set of features — it’s not out here DoorDashing your burritos for you — but it actually does what’s advertised. For the company that made big promises of Siri two years ago that never materialized, that’s a big deal. “It works” and “It will actually ship to customers” are the two targets that Apple couldn’t miss here. It’s only in a developer beta now, but it’s realer than the first AI Siri we were shown at WWDC ever was. Apple needs this version of Siri to earn back trust. And based on what I’ve seen so far, this looks like a small step toward getting that trust back.

Photography by Allison Johnson / The Verge

Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates.
#Siri #worksAI,Apple,Hands-on,Reviews,Tech,WWDC 2026">I tried Siri AI, and so far it actually worksParents want one thing, and one thing only, out of AI: to add a list of soccer games or “spirit week” theme days from an email or a poorly formatted flyer onto their calendar in one shot. And I have good news for parents with iPhones — the new Siri can finally do this.After stumbling through its first launch of an AI-imbued Siri, Apple is trying again. The newly upgraded Siri AI can chat with you about what might be killing the roses in your yard, put together a shopping list for the hardware store, and set a reminder to lay down some compost in that flower bed. It can reference information in your email and calendar to make its recommendations or provide an actually helpful answer to the question: “When should I leave for the airport?” And yes, it can even add a list of events from an email to your calendar. I tried all of these scenarios out for myself and I saw it happen. AI Siri is for real this time.This is like, baby’s first AI assistant stuff, but it’s huge that it actually works.Honestly Bun Mee is my go-to, so this is a good call.But it’s also a pretty basic set of features for an AI assistant in 2026, particularly if you compare it to what Gemini has been doing on Android for the past couple of years. Google’s chatbot has been able to add multiple calendar events from a screenshot for at least a year at this point. It’s been diagnosing plant problems and scheduling maintenance reminders for months now, if not longer. New Siri is built on Gemini models, so it makes a lot of sense that the first iteration of Siri AI feels a little bit “Gemini, circa 2025.”Siri AI has its own flavor, though. Apple has a lot of proprietary stuff going on under the hood and in the cloud. It draws from an on-device pool of data that’s gleaned from things like email and messages. This information is indexed so Siri can tap into the relevant bits when needed. Prompts that can’t be handled fully on device are sent to Apple’s Private Cloud Compute with only the relevant pieces of personal data attached. Gemini handles personal context differently; you opt into sharing your Gmail or calendar, and then it’ll go directly to those sources to get the information when needed.Siri AI working well depends a lot on the AI understanding context. So far, it’s doing pretty well. I asked it when I needed to return some camera gear I rented for WWDC, and it found the information from a calendar event I’d made and in an email (it’s due back Friday, for the record). Likewise, prompting it with something like “add these events to my calendar” will consistently trigger it to reference the information on my screen. So far, so good.I couldn’t get Siri to engage in any shenanigans — I didn’t exactly stress test it, but the guardrails were strong enough to return a curt “I can’t help you with that” to a shady prompt. Fair. As a conversationalist, new Siri also seems a bit more dispassionate than Gemini. I gave them both the same prompt asking why the flowers in front of my house seemed to be wilting. They both gave wordy responses with a lot of possible causes, but Gemini’s started with “That is incredibly frustrating…” where Siri was more direct and got right into diagnosing the situation.Siri AI’s response to my question gets to the point quicker.Gemini sends its sympathies. The new Siri handled my follow-up requests well, too. I asked it to recommend a garden center “near home” and it came up with a good suggestion. It also created a new reminder list with some checklist items for my garden rehab project and added a calendar event, all from a single prompt. Pretty basic stuff, but this is Siri. The fact that it works at all is a step forward that’s been years in the making.New Siri pops up in a lot of places on the iPhone. I’ve gotten into the habit of swiping down on the homescreen and using search to get to apps, and every time I do there’s a big prompt to “search or ask” with a glowing, blinking cursor. Long pressing the wake button summons Siri from the Dynamic Island now, too, rather than presenting it as a glowing border around the screen. The changes all add up to a subtle feeling that you’re never very far away from Siri.The changes all add up to a subtle feeling that you’re never very far away from SiriThis iteration of Siri feels like the AI assistant you’d build if you knew you couldn’t screw it up. It supports a pretty basic set of features — it’s not out here DoorDashing your burritos for you — but it actually does what’s advertised. For the company that made big promises of Siri two years ago that never materialized, that’s a big deal. “It works” and “It will actually ship to customers” are the two targets that Apple couldn’t miss here. It’s only in a developer beta now, but it’s realer than the first AI Siri we were shown at WWDC ever was. Apple needs this version of Siri to earn back trust. And based on what I’ve seen so far, this looks like a small step toward getting that trust back.Photography by Allison Johnson / The VergeFollow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates.Allison JohnsonCloseAllison JohnsonPosts from this author will be added to your daily email digest and your homepage feed.FollowFollowSee All by Allison JohnsonAICloseAIPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All AIAppleCloseApplePosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All AppleHands-onCloseHands-onPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All Hands-onReviewsCloseReviewsPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All ReviewsTechCloseTechPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All TechWWDC 2026CloseWWDC 2026Posts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All WWDC 2026#Siri #worksAI,Apple,Hands-on,Reviews,Tech,WWDC 2026

onto their calendar in one shot. And I have good news for parents with iPhones — the new Siri can finally do this.

After stumbling through its first launch of an AI-imbued Siri, Apple is trying again. The newly upgraded Siri AI can chat with you about what might be killing the roses in your yard, put together a shopping list for the hardware store, and set a reminder to lay down some compost in that flower bed. It can reference information in your email and calendar to make its recommendations or provide an actually helpful answer to the question: “When should I leave for the airport?” And yes, it can even add a list of events from an email to your calendar. I tried all of these scenarios out for myself and I saw it happen. AI Siri is for real this time.

This is like, baby’s first AI assistant stuff, but it’s huge that it actually works.

Honestly Bun Mee is my go-to, so this is a good call.

But it’s also a pretty basic set of features for an AI assistant in 2026, particularly if you compare it to what Gemini has been doing on Android for the past couple of years. Google’s chatbot has been able to add multiple calendar events from a screenshot for at least a year at this point. It’s been diagnosing plant problems and scheduling maintenance reminders for months now, if not longer. New Siri is built on Gemini models, so it makes a lot of sense that the first iteration of Siri AI feels a little bit “Gemini, circa 2025.”

Siri AI has its own flavor, though. Apple has a lot of proprietary stuff going on under the hood and in the cloud. It draws from an on-device pool of data that’s gleaned from things like email and messages. This information is indexed so Siri can tap into the relevant bits when needed. Prompts that can’t be handled fully on device are sent to Apple’s Private Cloud Compute with only the relevant pieces of personal data attached. Gemini handles personal context differently; you opt into sharing your Gmail or calendar, and then it’ll go directly to those sources to get the information when needed.

Siri AI working well depends a lot on the AI understanding context. So far, it’s doing pretty well. I asked it when I needed to return some camera gear I rented for WWDC, and it found the information from a calendar event I’d made and in an email (it’s due back Friday, for the record). Likewise, prompting it with something like “add these events to my calendar” will consistently trigger it to reference the information on my screen. So far, so good.

I couldn’t get Siri to engage in any shenanigans — I didn’t exactly stress test it, but the guardrails were strong enough to return a curt “I can’t help you with that” to a shady prompt. Fair. As a conversationalist, new Siri also seems a bit more dispassionate than Gemini. I gave them both the same prompt asking why the flowers in front of my house seemed to be wilting. They both gave wordy responses with a lot of possible causes, but Gemini’s started with “That is incredibly frustrating…” where Siri was more direct and got right into diagnosing the situation.

Siri AI’s response to my question gets to the point quicker.

Gemini sends its sympathies.

The new Siri handled my follow-up requests well, too. I asked it to recommend a garden center “near home” and it came up with a good suggestion. It also created a new reminder list with some checklist items for my garden rehab project and added a calendar event, all from a single prompt. Pretty basic stuff, but this is Siri. The fact that it works at all is a step forward that’s been years in the making.

New Siri pops up in a lot of places on the iPhone. I’ve gotten into the habit of swiping down on the homescreen and using search to get to apps, and every time I do there’s a big prompt to “search or ask” with a glowing, blinking cursor. Long pressing the wake button summons Siri from the Dynamic Island now, too, rather than presenting it as a glowing border around the screen. The changes all add up to a subtle feeling that you’re never very far away from Siri.

The changes all add up to a subtle feeling that you’re never very far away from Siri

This iteration of Siri feels like the AI assistant you’d build if you knew you couldn’t screw it up. It supports a pretty basic set of features — it’s not out here DoorDashing your burritos for you — but it actually does what’s advertised. For the company that made big promises of Siri two years ago that never materialized, that’s a big deal. “It works” and “It will actually ship to customers” are the two targets that Apple couldn’t miss here. It’s only in a developer beta now, but it’s realer than the first AI Siri we were shown at WWDC ever was. Apple needs this version of Siri to earn back trust. And based on what I’ve seen so far, this looks like a small step toward getting that trust back.

Photography by Allison Johnson / The Verge

Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates.

#Siri #worksAI,Apple,Hands-on,Reviews,Tech,WWDC 2026">I tried Siri AI, and so far it actually works

Parents want one thing, and one thing only, out of AI: to add a list of soccer games or “spirit week” theme days from an email or a poorly formatted flyer onto their calendar in one shot. And I have good news for parents with iPhones — the new Siri can finally do this.

After stumbling through its first launch of an AI-imbued Siri, Apple is trying again. The newly upgraded Siri AI can chat with you about what might be killing the roses in your yard, put together a shopping list for the hardware store, and set a reminder to lay down some compost in that flower bed. It can reference information in your email and calendar to make its recommendations or provide an actually helpful answer to the question: “When should I leave for the airport?” And yes, it can even add a list of events from an email to your calendar. I tried all of these scenarios out for myself and I saw it happen. AI Siri is for real this time.

This is like, baby’s first AI assistant stuff, but it’s huge that it actually works.

Honestly Bun Mee is my go-to, so this is a good call.

But it’s also a pretty basic set of features for an AI assistant in 2026, particularly if you compare it to what Gemini has been doing on Android for the past couple of years. Google’s chatbot has been able to add multiple calendar events from a screenshot for at least a year at this point. It’s been diagnosing plant problems and scheduling maintenance reminders for months now, if not longer. New Siri is built on Gemini models, so it makes a lot of sense that the first iteration of Siri AI feels a little bit “Gemini, circa 2025.”

Siri AI has its own flavor, though. Apple has a lot of proprietary stuff going on under the hood and in the cloud. It draws from an on-device pool of data that’s gleaned from things like email and messages. This information is indexed so Siri can tap into the relevant bits when needed. Prompts that can’t be handled fully on device are sent to Apple’s Private Cloud Compute with only the relevant pieces of personal data attached. Gemini handles personal context differently; you opt into sharing your Gmail or calendar, and then it’ll go directly to those sources to get the information when needed.

Siri AI working well depends a lot on the AI understanding context. So far, it’s doing pretty well. I asked it when I needed to return some camera gear I rented for WWDC, and it found the information from a calendar event I’d made and in an email (it’s due back Friday, for the record). Likewise, prompting it with something like “add these events to my calendar” will consistently trigger it to reference the information on my screen. So far, so good.

I couldn’t get Siri to engage in any shenanigans — I didn’t exactly stress test it, but the guardrails were strong enough to return a curt “I can’t help you with that” to a shady prompt. Fair. As a conversationalist, new Siri also seems a bit more dispassionate than Gemini. I gave them both the same prompt asking why the flowers in front of my house seemed to be wilting. They both gave wordy responses with a lot of possible causes, but Gemini’s started with “That is incredibly frustrating…” where Siri was more direct and got right into diagnosing the situation.

Siri AI’s response to my question gets to the point quicker.

Gemini sends its sympathies.

The new Siri handled my follow-up requests well, too. I asked it to recommend a garden center “near home” and it came up with a good suggestion. It also created a new reminder list with some checklist items for my garden rehab project and added a calendar event, all from a single prompt. Pretty basic stuff, but this is Siri. The fact that it works at all is a step forward that’s been years in the making.

New Siri pops up in a lot of places on the iPhone. I’ve gotten into the habit of swiping down on the homescreen and using search to get to apps, and every time I do there’s a big prompt to “search or ask” with a glowing, blinking cursor. Long pressing the wake button summons Siri from the Dynamic Island now, too, rather than presenting it as a glowing border around the screen. The changes all add up to a subtle feeling that you’re never very far away from Siri.

The changes all add up to a subtle feeling that you’re never very far away from Siri

This iteration of Siri feels like the AI assistant you’d build if you knew you couldn’t screw it up. It supports a pretty basic set of features — it’s not out here DoorDashing your burritos for you — but it actually does what’s advertised. For the company that made big promises of Siri two years ago that never materialized, that’s a big deal. “It works” and “It will actually ship to customers” are the two targets that Apple couldn’t miss here. It’s only in a developer beta now, but it’s realer than the first AI Siri we were shown at WWDC ever was. Apple needs this version of Siri to earn back trust. And based on what I’ve seen so far, this looks like a small step toward getting that trust back.

Photography by Allison Johnson / The Verge

Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates.
#Siri #worksAI,Apple,Hands-on,Reviews,Tech,WWDC 2026
Google just made its budget AI subscription plan a lot more budget-friendly, bringing a price war that’s been brewing in emerging markets squarely to American consumers.

The company announced Monday that it is cutting the monthly price of Google AI Plus from $7.99 to $4.99 — while doubling the storage included at that tier, from 200 gigabytes to 400 gigabytes.

Vikas Kansal, product lead for Gemini AI subscriptions, said on X that the storage updates would roll out to users over the next several days.

Google AI Plus launched in January as the most affordable paid AI subscription in the U.S. market, aimed at individual users and students rather than enterprise customers. Apparently that wasn’t cheap enough.

It includes a decent feature set, too, including video generation via Omni Flash; the creative studio Google Flow; and NotebookLM, Google’s AI research assistant. For heavier users, Google also offers AI Pro and AI Ultra at higher price points and usage limits.

The price cut is worth indexing on for reasons beyond Google’s own product roadmap. Subscription pricing hasn’t yet been a key battleground among AI providers in the U.S. But that’s changing in real time, suggests Chi-Hua Chien, co-founder and managing partner at consumer-focused venture firm Goodwater Capital; he sees Monday’s announcement as the next salvo in the commoditization era for AI infrastructure, pointing to Google’s structural advantages — vertical integration, distribution, the ability to bundle — as precisely the kind of force that’s likely to erode margins for purer-play AI providers over time.

The historical parallel he reaches for is instructive. “If you look at the web era, the infrastructure companies were Microsoft, Cisco, Oracle, Northern Telecom, Lucent, Akamai, Equinix,” he told TechCrunch. “A lot of those companies survived for a period of time but aren’t worth a lot today.” The reason, he said, is that during every big tech shift — from PC to web to mobile — the infrastructure players “get commoditized very aggressively because the end customer doesn’t think, ‘Ooh, are my bits moving on Cisco networking equipment?’ They’re just thinking, ‘How do I move my bits as cheaply as possible?’”

He sees the same dynamic coming in the not-too-distant future for today’s AI infrastructure layer — including the frontier model providers themselves.

“My prediction for a lot of these infrastructure companies — and when I say infrastructure, I mean an OpenAI or an Anthropic, or the backend components, energy, chips, hosting — there will be a period of time when these companies are valuable,” he said. “But over time, you will see them get increasingly commoditized.”

It’s certainly something that a bigger pool of investors will be pondering soon. Both OpenAI and Anthropic have filed confidentially to go public, and their ability to command premium valuations may soon be tested by exactly the kind of price competition Chien is describing.

That competition has been building for nearly a year in markets like India, one of the fastest-growing AI user bases in the world. OpenAI drew first blood there in August of last year, launching ChatGPT Go at roughly $4.60 a month — a fraction of its standard $20 Plus plan. Google followed in December with a sub-$5 AI Plus plan of its own for Indian users.

Monday’s announcement suggests the same logic that drove those emerging-market moves — undercut, bundle, and capture users before rivals do — has now crossed over to the U.S. market.

Anthropic, notably, hasn’t followed. Unlike OpenAI and Google, it has yet to introduce localized pricing for India or a budget tier anywhere, a move that may become harder to avoid as its rivals keep slashing prices.

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#Google #fired #warning #shot #subscription #price #wars #TechCrunchAI,google ai,Google AI Plus">Google just fired a warning shot in the AI subscription price wars | TechCrunch
Google just made its budget AI subscription plan a lot more budget-friendly, bringing a price war that’s been brewing in emerging markets squarely to American consumers.

The company announced Monday that it is cutting the monthly price of Google AI Plus from .99 to .99 — while doubling the storage included at that tier, from 200 gigabytes to 400 gigabytes.







Vikas Kansal, product lead for Gemini AI subscriptions, said on X that the storage updates would roll out to users over the next several days.

Google AI Plus launched in January as the most affordable paid AI subscription in the U.S. market, aimed at individual users and students rather than enterprise customers. Apparently that wasn’t cheap enough. 

It includes a decent feature set, too, including video generation via Omni Flash; the creative studio Google Flow; and NotebookLM, Google’s AI research assistant. For heavier users, Google also offers AI Pro and AI Ultra at higher price points and usage limits.

The price cut is worth indexing on for reasons beyond Google’s own product roadmap. Subscription pricing hasn’t yet been a key battleground among AI providers in the U.S. But that’s changing in real time, suggests Chi-Hua Chien, co-founder and managing partner at consumer-focused venture firm Goodwater Capital; he sees Monday’s announcement as the next salvo in the commoditization era for AI infrastructure, pointing to Google’s structural advantages — vertical integration, distribution, the ability to bundle — as precisely the kind of force that’s likely to erode margins for purer-play AI providers over time.

The historical parallel he reaches for is instructive. “If you look at the web era, the infrastructure companies were Microsoft, Cisco, Oracle, Northern Telecom, Lucent, Akamai, Equinix,” he told TechCrunch. “A lot of those companies survived for a period of time but aren’t worth a lot today.” The reason, he said, is that during every big tech shift — from PC to web to mobile — the infrastructure players “get commoditized very aggressively because the end customer doesn’t think, ‘Ooh, are my bits moving on Cisco networking equipment?’ They’re just thinking, ‘How do I move my bits as cheaply as possible?’”


He sees the same dynamic coming in the not-too-distant future for today’s AI infrastructure layer — including the frontier model providers themselves.

“My prediction for a lot of these infrastructure companies — and when I say infrastructure, I mean an OpenAI or an Anthropic, or the backend components, energy, chips, hosting — there will be a period of time when these companies are valuable,” he said. “But over time, you will see them get increasingly commoditized.”

It’s certainly something that a bigger pool of investors will be pondering soon. Both OpenAI and Anthropic have filed confidentially to go public, and their ability to command premium valuations may soon be tested by exactly the kind of price competition Chien is describing.







That competition has been building for nearly a year in markets like India, one of the fastest-growing AI user bases in the world. OpenAI drew first blood there in August of last year, launching ChatGPT Go at roughly .60 a month — a fraction of its standard  Plus plan. Google followed in December with a sub- AI Plus plan of its own for Indian users. 

Monday’s announcement suggests the same logic that drove those emerging-market moves — undercut, bundle, and capture users before rivals do — has now crossed over to the U.S. market.

Anthropic, notably, hasn’t followed. Unlike OpenAI and Google, it has yet to introduce localized pricing for India or a budget tier anywhere, a move that may become harder to avoid as its rivals keep slashing prices.


When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.#Google #fired #warning #shot #subscription #price #wars #TechCrunchAI,google ai,Google AI Plus

said on X that the storage updates would roll out to users over the next several days.

Google AI Plus launched in January as the most affordable paid AI subscription in the U.S. market, aimed at individual users and students rather than enterprise customers. Apparently that wasn’t cheap enough.

It includes a decent feature set, too, including video generation via Omni Flash; the creative studio Google Flow; and NotebookLM, Google’s AI research assistant. For heavier users, Google also offers AI Pro and AI Ultra at higher price points and usage limits.

The price cut is worth indexing on for reasons beyond Google’s own product roadmap. Subscription pricing hasn’t yet been a key battleground among AI providers in the U.S. But that’s changing in real time, suggests Chi-Hua Chien, co-founder and managing partner at consumer-focused venture firm Goodwater Capital; he sees Monday’s announcement as the next salvo in the commoditization era for AI infrastructure, pointing to Google’s structural advantages — vertical integration, distribution, the ability to bundle — as precisely the kind of force that’s likely to erode margins for purer-play AI providers over time.

The historical parallel he reaches for is instructive. “If you look at the web era, the infrastructure companies were Microsoft, Cisco, Oracle, Northern Telecom, Lucent, Akamai, Equinix,” he told TechCrunch. “A lot of those companies survived for a period of time but aren’t worth a lot today.” The reason, he said, is that during every big tech shift — from PC to web to mobile — the infrastructure players “get commoditized very aggressively because the end customer doesn’t think, ‘Ooh, are my bits moving on Cisco networking equipment?’ They’re just thinking, ‘How do I move my bits as cheaply as possible?’”

He sees the same dynamic coming in the not-too-distant future for today’s AI infrastructure layer — including the frontier model providers themselves.

“My prediction for a lot of these infrastructure companies — and when I say infrastructure, I mean an OpenAI or an Anthropic, or the backend components, energy, chips, hosting — there will be a period of time when these companies are valuable,” he said. “But over time, you will see them get increasingly commoditized.”

It’s certainly something that a bigger pool of investors will be pondering soon. Both OpenAI and Anthropic have filed confidentially to go public, and their ability to command premium valuations may soon be tested by exactly the kind of price competition Chien is describing.

That competition has been building for nearly a year in markets like India, one of the fastest-growing AI user bases in the world. OpenAI drew first blood there in August of last year, launching ChatGPT Go at roughly $4.60 a month — a fraction of its standard $20 Plus plan. Google followed in December with a sub-$5 AI Plus plan of its own for Indian users.

Monday’s announcement suggests the same logic that drove those emerging-market moves — undercut, bundle, and capture users before rivals do — has now crossed over to the U.S. market.

Anthropic, notably, hasn’t followed. Unlike OpenAI and Google, it has yet to introduce localized pricing for India or a budget tier anywhere, a move that may become harder to avoid as its rivals keep slashing prices.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

#Google #fired #warning #shot #subscription #price #wars #TechCrunchAI,google ai,Google AI Plus">Google just fired a warning shot in the AI subscription price wars | TechCrunch

Google just made its budget AI subscription plan a lot more budget-friendly, bringing a price war that’s been brewing in emerging markets squarely to American consumers.

The company announced Monday that it is cutting the monthly price of Google AI Plus from $7.99 to $4.99 — while doubling the storage included at that tier, from 200 gigabytes to 400 gigabytes.

Vikas Kansal, product lead for Gemini AI subscriptions, said on X that the storage updates would roll out to users over the next several days.

Google AI Plus launched in January as the most affordable paid AI subscription in the U.S. market, aimed at individual users and students rather than enterprise customers. Apparently that wasn’t cheap enough.

It includes a decent feature set, too, including video generation via Omni Flash; the creative studio Google Flow; and NotebookLM, Google’s AI research assistant. For heavier users, Google also offers AI Pro and AI Ultra at higher price points and usage limits.

The price cut is worth indexing on for reasons beyond Google’s own product roadmap. Subscription pricing hasn’t yet been a key battleground among AI providers in the U.S. But that’s changing in real time, suggests Chi-Hua Chien, co-founder and managing partner at consumer-focused venture firm Goodwater Capital; he sees Monday’s announcement as the next salvo in the commoditization era for AI infrastructure, pointing to Google’s structural advantages — vertical integration, distribution, the ability to bundle — as precisely the kind of force that’s likely to erode margins for purer-play AI providers over time.

The historical parallel he reaches for is instructive. “If you look at the web era, the infrastructure companies were Microsoft, Cisco, Oracle, Northern Telecom, Lucent, Akamai, Equinix,” he told TechCrunch. “A lot of those companies survived for a period of time but aren’t worth a lot today.” The reason, he said, is that during every big tech shift — from PC to web to mobile — the infrastructure players “get commoditized very aggressively because the end customer doesn’t think, ‘Ooh, are my bits moving on Cisco networking equipment?’ They’re just thinking, ‘How do I move my bits as cheaply as possible?’”

He sees the same dynamic coming in the not-too-distant future for today’s AI infrastructure layer — including the frontier model providers themselves.

“My prediction for a lot of these infrastructure companies — and when I say infrastructure, I mean an OpenAI or an Anthropic, or the backend components, energy, chips, hosting — there will be a period of time when these companies are valuable,” he said. “But over time, you will see them get increasingly commoditized.”

It’s certainly something that a bigger pool of investors will be pondering soon. Both OpenAI and Anthropic have filed confidentially to go public, and their ability to command premium valuations may soon be tested by exactly the kind of price competition Chien is describing.

That competition has been building for nearly a year in markets like India, one of the fastest-growing AI user bases in the world. OpenAI drew first blood there in August of last year, launching ChatGPT Go at roughly $4.60 a month — a fraction of its standard $20 Plus plan. Google followed in December with a sub-$5 AI Plus plan of its own for Indian users.

Monday’s announcement suggests the same logic that drove those emerging-market moves — undercut, bundle, and capture users before rivals do — has now crossed over to the U.S. market.

Anthropic, notably, hasn’t followed. Unlike OpenAI and Google, it has yet to introduce localized pricing for India or a budget tier anywhere, a move that may become harder to avoid as its rivals keep slashing prices.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

#Google #fired #warning #shot #subscription #price #wars #TechCrunchAI,google ai,Google AI Plus

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