Category
Consumer AI
Scale, devices, and the product leaders. 3 pieces.
The Signal Brief: Saturday's Swarms, Successions, and Scrutiny
A hardware engineer's debut keynote as Apple's chief executive, a lone attacker's AI-agent swarm breaching 395 organizations in a day, and Washington's scrutiny of Nvidia's Groq deal show trust becoming the industry's scarcest currency.
Apple's Engineer-in-Chief Makes His Case
John Ternus staked his first keynote as Apple's chief executive on a foldable iPhone and a doubled Neural Engine, betting that hardware built around intelligence answers the question his board asked him to solve.
Consumer AI at Scale
ChatGPT crossed 900 million weekly users and started running ads while Apple ceded Siri's rebuild to a rival's model, showing three different theories of who owns the AI relationship once assistants graduate from answering into deciding.