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APPLE INTELLIGENCE
(Apple)

Apple AI was MIA at iPhone event

A year and a half into a bungled rollout of AI into Apple’s products, Apple Intelligence was barely mentioned at the “Awe Dropping” event.

Yesterdays Awe Dropping Apple launch event, which rolled out the refreshed iPhone, the new iPhone Air, and Apple Watch lineup, included plenty of the usual hallmarks of an slickly produced Apple launch. That included leaps in performance, increased “NITS,” and cool-sounding features like fusion cameras and vapor chambers.

But compared to last years iPhone 16 event, there was a whole lot less talk about Apples grand plan for AI: Apple Intelligence.

A lot has happened since then, so let’s review how we got here.

A Siri-ous stumble

First announced at Apples Worldwide Developer Conference (WWDC) in June 2024, the company showed some compelling demos of how an Apple Intelligence-enhanced Siri could dig through your apps to surface the information you needed — features that the company said would be rolled out over the next year.”

The plan showed generative-AI writing tools sprinkled throughout different apps, along with less useful features like an Image Playground and Genmoji. There was an integration with ChatGPT (which seemed a little tacked-on), and Apple promised that all of this AI would keep your information private. 

A few months later, in September 2024s Glowtime Apple event, it became clear that only some of these new features would be available when the iPhone 16 was released with iOS 18. In the following months, despite a huge amount of hype and marketing around Apple Intelligence, it failed to move phones.

In March 2025, in what may go down as one of the companys most consequential stumbles, Apple announced that it couldnt deliver on the most impressive AI features it promised in its launch event, such as the superpowered AI Siri. Apple spokesperson Jacqueline Roy told Daring Fireball: 

It’s going to take us longer than we thought to deliver on these features and we anticipate rolling them out in the coming year.

Apple watchers were hopeful that they would get an update on Apple Intelligence at Apples June 2025 WWDC, but it underwhelmed

Awe Drop

The video of this week’s event featured 11 mentions of Apple Intelligence, but execs made no mention of the missing features. The few mentions highlighted features that Apple had framed as part of Apple Intelligence. 

  • Live audio translation: The feature that might have the greatest impact on the most number of users came during the announcement of the AirPods 3 — live audio translation. Described as powered by Apple Intelligence, the feature stood out among the few mentions of AI during the event. The feature can show translated speech on the users phone or spoken into the users ear, and can be used for two people in a conversation.

  • Workout Buddy: A previously announced AI-powered feature that combines health and exercise data to feed the user encouraging prompts while working out was featured as part of the Apple Watch and the new AirPods Pro 3. 

Mostly, Apple Intelligence was mentioned in the context of iOS 26, due to launch later this month with modest AI features like translation, transcription, and summarization. 

So… whats the plan?

The whole Apple Intelligence fiasco appears to have been extremely chaotic for Apple.

Apple has lost some key AI leaders to Meta’s Superintelligence Labs, leadership of the AI team has been reshuffled, its reportedly considering using Gemini, Anthropic, or ChatGPT to power Siri, and there were even reports that the company might hit the reset button and just buy Mistral AI or Perplexity

Officially, Apple hasnt announced a date for delivering on its promised Siri upgrade, but Bloomberg reported that internally, Apple is targeting spring 2026 to roll out the improved voice assistant and advanced AI features as an incremental update to iOS 26.

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Trump AI executive order is a “major win” for Open AI, Google, Microsoft, and Meta, says Ives

President Trump’s new executive order aiming to keep states from enacting AI laws that inhibit US “global AI dominance” is a “major win” for OpenAI, Google, Microsoft, and Meta, according to Wedbush Securities analyst Dan Ives. Big Tech companies have collectively plowed hundreds of billions into the technology, while seeing massive stock price gains, and Ives believes they stand to gain much more.

“Given that there have been over 1,000 AI laws proposed at the state level, this was a necessary move by the Trump Administration to keep the US out in front for the AI Revolution over China,” Ives wrote, adding that state-by-state regulation “would have crushed US AI startup culture.” The presidential order would withhold federal funds from states that put in place onerous AI regulations.

This morning, Whitehouse AI adviser Sriram Krishnan said in a CNBC interview that he’d be working with Congress on a single national framework for AI.

Despite Ives’ rosy read-through on the order, with the exception of Nvidia, which jumped on a report of boosted Chinese demand, many AI stocks are in the red early today. The VanEck Semiconductor ETF is down nearly 1% premarket, as the AI trade struggles thanks to underwhelming earnings results from Oracle earlier this week.

“Given that there have been over 1,000 AI laws proposed at the state level, this was a necessary move by the Trump Administration to keep the US out in front for the AI Revolution over China,” Ives wrote, adding that state-by-state regulation “would have crushed US AI startup culture.” The presidential order would withhold federal funds from states that put in place onerous AI regulations.

This morning, Whitehouse AI adviser Sriram Krishnan said in a CNBC interview that he’d be working with Congress on a single national framework for AI.

Despite Ives’ rosy read-through on the order, with the exception of Nvidia, which jumped on a report of boosted Chinese demand, many AI stocks are in the red early today. The VanEck Semiconductor ETF is down nearly 1% premarket, as the AI trade struggles thanks to underwhelming earnings results from Oracle earlier this week.

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Epic scores two victories as “Fortnite” returns to Google Play and appeals court keeps injunction against Apple

“Fortnite” maker Epic Games notched two wins Thursday in its drawn-out battle against Big Tech’s app stores. “Fortnite” returned to the Google Play app store in the US, Reuters reports, as Epic continues working with Google to secure court approval for their settlement.

Meanwhile, a US appeals court partly reversed sanctions against Apple in Epic’s antitrust case, calling parts of the order overly broad, but upheld the contempt finding and left a sweeping injunction in place — keeping pressure on Apple to allow developers to steer users to outside payment options and reduce its tight control over how apps can communicate and monetize on iOS.

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Jon Keegan

Report: AI-powered toys tell kids where to find matches, parrot Chinese government propaganda

You may want to think twice before buying your kids a fancy AI-powered plush toy.

A new report from NBC News found that several AI-powered kids toys could easily be steered to dangerous as well as sexually explicit conversations in a shocking demonstration of the loose safety guardrails in this novel category of consumer electronics.

A report out by the Public Interest Research Group details what researchers found when they tested five AI-powered toys for kids bought from Amazon. Some of the toys offered instructions on where to find matches and how to start fires.

NBC News also bought some of these toys and found they parroted Chinese government propaganda and gave instructions for how to sharpen knives. Some of the toys also discussed inappropriate topics for kids, like sexual kinks.

The category of AI-powered kids toys is under scrutiny as major AI companies like OpenAI have announced partnerships with toy manufacturers like Mattel (which has yet to release an AI-powered toy).

A report out by the Public Interest Research Group details what researchers found when they tested five AI-powered toys for kids bought from Amazon. Some of the toys offered instructions on where to find matches and how to start fires.

NBC News also bought some of these toys and found they parroted Chinese government propaganda and gave instructions for how to sharpen knives. Some of the toys also discussed inappropriate topics for kids, like sexual kinks.

The category of AI-powered kids toys is under scrutiny as major AI companies like OpenAI have announced partnerships with toy manufacturers like Mattel (which has yet to release an AI-powered toy).

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Jon Keegan

OpenAI releases GPT-5.2, the “best model yet for real-world, professional use”

After feeling the heat from Google’s recent launch of its powerful Gemini 3 model, OpenAI’s response to its “code red” has been released, reportedly on an accelerated schedule to keep up with the competition.

The company’s new flagship model, GPT-5.2, is out, and the company is calling it “the most capable model series yet for professional knowledge work.”

OpenAI CEO Sam Altman called it the “smartest generally-available model in the world” and shared benchmarks that showed it achieving higher scores than Gemini 3 Pro and Anthopic’s Claude Opus 4.5 in some software engineering tests and abstract reasoning, math, and science problems.

In a press release announcing the new model, the company said: “Overall, GPT‑5.2 brings significant improvements in general intelligence, long-context understanding, agentic tool-calling, and vision — making it better at executing complex, real-world tasks end-to-end than any previous model.”

OpenAI CEO Sam Altman called it the “smartest generally-available model in the world” and shared benchmarks that showed it achieving higher scores than Gemini 3 Pro and Anthopic’s Claude Opus 4.5 in some software engineering tests and abstract reasoning, math, and science problems.

In a press release announcing the new model, the company said: “Overall, GPT‑5.2 brings significant improvements in general intelligence, long-context understanding, agentic tool-calling, and vision — making it better at executing complex, real-world tasks end-to-end than any previous model.”

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