Interestingly, Apple will Sherlock the pants off of OpenAI and Anthropic once they release Siri+. At least for B2C.

I keep seeing people using Sherlock as a verb and I fear I am not hanging around in the same Twitter circles.

They'll Sherlock part of it, but I don't think Apple's subscription will be seen as a threat to Codex or Claude Code.

The current B2C market is mostly comprised of power users, which will probably not be substantially displaced with a Siri update.