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Apple
The more I think about it, the more I suspect there is zero threat to Google.

Google doesn't make money by getting you to go to their website and do a search (they might get SOME money that way, if you click on any of the ads). I think they mostly make money by selling their search engine to people who need to do searches, which likely includes Siri. Google sells API keys and those keys cost money based on usage. A worldwide product like Siri that employed Google searches would be paying Google a pretty penny.

So if you need to book a flight and use Siri rather than Google, I'm not sure this is costing Google anything. Google isn't exactly losing money just because I type "expedia.com" in my browser, either. And unless Siri has an API that competes directly with Google APIs, I doubt Google even looks at them as a competitor.
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