Maverick Partners

WWDC 2025: A “Liquid Glass” Future, But Is Apple’s AI Keeping Pace?

Apple’s Worldwide Developers Conference (WWDC) 2025 has wrapped up, leaving developers and consumers with a fresh look at the company’s software future. While hardware announcements were conspicuously absent this year, the focus was firmly on a striking new design language, significant operating system updates, and a continued, albeit cautious, push into the AI frontier.

Major Operating System Overhauls and the “Liquid Glass” Era

The biggest visual shift came with the unveiling of “Liquid Glass,” a design aesthetic that permeates all of Apple’s major operating systems: iOS 26, iPadOS 26, macOS Tahoe 26, watchOS 26, and tvOS 26. This marks the first major visual redesign since iOS 7 in 2013, bringing a cohesive, translucent, and fluid feel across devices, drawing inspiration from the Vision Pro’s spatial interface. Expect more rounded elements, transparent tabs, and dynamic movement that reacts to user interaction.

Beyond the aesthetic, the operating systems received notable functional upgrades:

  • iOS 26: The iPhone’s OS gets a streamlined Camera and Phone app, with a unified communication layout. Live Translation, powered by Apple Intelligence, is a standout feature for real-time translation in Messages, FaceTime, and phone calls.
  • iPadOS 26: Perhaps the most welcome changes landed on the iPad. A new windowing system, reminiscent of macOS, allows for true resizable and tileable windows, greatly enhancing multitasking capabilities. The Files app also received significant improvements, and the Preview app from Mac is now available on iPad.
  • macOS Tahoe 26: The Mac’s OS adopts the Liquid Glass design and sees deeper iPhone integration, including the Phone app arriving on macOS for calls and voicemails. Spotlight is also becoming more intelligent, and the Games app is coming to Mac for a more unified gaming experience across platforms.
  • watchOS 26: Apple Watch users can look forward to “Workout Buddy,” an AI-generated voice that provides personalized encouragement and data points during workouts.
  • visionOS 26: Updates include new spatial scenes and expanded support for 180-degree, 360-degree, and wide field-of-view content.

One notable change across the board is Apple’s new naming scheme, shifting to year-based numbering (e.g., iOS 26) instead of version numbers, aiming for greater consistency.

Hardware: A Quiet WWDC

Unlike some past WWDCs, this year’s event was devoid of major hardware reveals. While whispers of an iPhone 17 and other devices continue, Apple clearly reserved those announcements for future events, focusing solely on the software experience.

The AI Race: Where Apple is Winning and Losing

Artificial Intelligence was, as expected, a significant theme, but Apple’s approach continues to be one of caution and privacy-first integration.

Where Apple is Winning:

  • On-Device AI and Privacy: Apple continues to emphasize on-device processing for its Apple Intelligence features, promising greater privacy as user data isn’t sent to the cloud for training. This resonates with growing consumer concerns about data privacy.
  • Seamless Integration: Features like Live Translation, Visual Intelligence (which can now search screenshot content), and the AI-powered Workout Buddy are deeply integrated into the core operating systems, offering practical, “just works” experiences.
  • Developer Access: Apple is opening up its on-device large language model (LLM) to third-party developers, allowing them to integrate Apple Intelligence into their apps. This could foster a rich ecosystem of AI-powered features.
  • Refinement over Revolution: While some might see it as a loss, Apple’s focus on refining existing AI capabilities and making them truly useful rather than launching flashy, potentially buggy, generative AI tools could be a long-term win for user satisfaction.

Where Apple is Losing (or Lagging):

  • Generative AI Prowess: Compared to competitors like Google and Microsoft, Apple’s generative AI capabilities, particularly in areas like text and image generation (beyond basic Genmoji), appear less advanced. While Apple did announce ChatGPT’s image-generation capabilities coming to Image Playground, the direct integration of a more robust generative AI assistant like Google’s Gemini or Microsoft’s Copilot remains somewhat behind the curve.
  • Siri’s Evolution: The much-anticipated overhaul of Siri’s AI capabilities was largely absent, with Apple admitting that this work needs more time. This is a significant area where Apple faces stiff competition from more capable AI assistants.
  • Investor Sentiment: The stock market reaction to WWDC 2025 was reportedly subdued, with Apple’s stock seeing a slight dip. Some analysts suggest this reflects investor concerns about Apple’s slower pace in the AI race compared to its aggressive rivals.

Competitive Landscape

Apple’s approach contrasts sharply with its major competitors. Google continues to push the boundaries of generative AI with its Gemini models, integrating them across its Android ecosystem and services with ambitious new features. Microsoft, with its Copilot AI, is aggressively embedding generative AI into Windows and its productivity suite, showcasing powerful on-screen awareness and content creation capabilities.

While Google and Microsoft are prioritizing broad, transformative AI applications, often cloud-based, Apple is taking a more measured, privacy-focused, and on-device approach. The question remains whether Apple’s “slow and steady” wins the AI race, or if it risks falling too far behind in a rapidly evolving landscape.