… Two months ago, the firm behind Starlink absorbed xAI , which includes Twitter-turned-X. Now SpaceX is eyeing Cursor, a competitor to Claude Code and OpenAI’s Codex. Cursor has been popular with software engineers who code with AI on the Mac. …
… What Apple does have that the other AI players don’t is a dominant position making devices. However fancy OpenAI, Google, Anthropic and xAI make their chatbots, iPhones are still a primary way to deliver them to consumers. …
… Along the way, Amazon could gain a wealth of new data about users only available through mobile phones combined with purchase history and content preferences. Amazon famously failed to leave its mark in the phone world in the mid 2010s. …
… Potential drivers include supporting a year-end IPO narrative and intensifying competition in AI agent phones. …
… In what’s probably no coincidence, OpenAI CEO Sam Altman posted the following on X yesterday : While OpenAI clearly believed at one point that it could disrupt the iPhone with its first AI devices, perhaps it now sees the smartphone as central to AI uses for many years to come. …
… 260 million is a reasonable assumption for the current installed base, and a doubling of the Mac user base is certainly a worthy and achievable goal over the next decade. 9to5Mac’s Take I’d normally be skeptical of any claims that Apple was willing to prioritize growth over margin. …
… I always verify claimed facts by checking out the source links it provides, but I find it really helpful for things like brainstorming ideas. Third, competition between AI chatbots is one of the main things driving improvements to them. …
… However, competition is a good thing for everyone, providing incentive for Apple to keep pushing the boundaries. It sounds like the Nvidia chip might provide even more pressure on the AI front. …
Google defends its Safari deal with Apple in antitrust ruling appeal Marcus Mendes | May 22 2026 - 3:58 pm PT | May 22 2026 - 3:58 pm PT In a filing made today appealing the antitrust ruling against its search business, Google argues that its long-running deal with Apple reflects lawful competition… …
Ex-Apple engineers create an AI button that looks like an iPod Shuffle – but can’t explain why Ben Lovejoy | Apr 9 2026 - 4:37 am PT | Apr 9 2026 - 4:37 am PT I said a couple of years ago that AI hardware devices were like trying to invent the iPod after the iPhone. …