The Archive

From Apple's repeatedly delayed Siri AI to OpenAI's messy 'super app' launch, here's a look at the AI projects that shut down or missed expectations.

OpenAI launches ads in ChatGPT; Amazon integrates ads; Walmart accepts Apple Pay—commentary on commercialization and platform friction.

Glass Imaging was founded by a pair of former Apple engineers who previously led the team that developed Apple's Portrait Mode.

Musk stops attacking Apple over ChatGPT integration but not OpenAI.

This is also the last version of macOS to support Rosetta for Intel apps.

Apple’s long-delayed Siri overhaul is finally here with iOS 27, and it changes how useful the assistant feels day to day

Thanks to the launch of iOS 27, Daydream's app now includes features that can turn saved outfit photos into shoppable results and search for products through Siri without opening the app.

Stratechery opinion on Apple's hardware-software integration strategy and potential AI limitations in app-centric design.

At Wednesday's iPhone Duo launch event, Apple announced a handful of new Siri AI Audio Intelligence features, including Siri Recap, Live Rewind, Sound Recognition, and Music Recognition. Alongside its announcement, Apple released a document laying out how it plans to balance AI "ambient listening" and users' privacy. It says the raw audio from the new features "is handled within dedicated hardware, is not saved as a file, and is not accessible to the operating system, apps, or Apple." Apple explains that Audio Intelligence relies on the Secure Exclave in the S11 chip that powers the new Apple...

Apple says its new watches won’t save raw audio, but features that can transcribe recent speech and summarize ambient conversations raise new questions about consent, privacy, and how people behave when they know they could always be recorded.

The main event was the tech giant's highly anticipated first foldable phone, the iPhone Duo.

Apple is launching a new way to prove that the picture you took isn't manipulated by AI. A new feature, called "Reference Image," will arrive with the iPhone 18 Pro lineup later this month and is supposed to use the device's new camera sensor to "sign every pixel it sees." The iPhone 18 Pro and Pro Max will only authenticate photos when placed into Reference mode. Once the camera captures signed sensor data, Apple says its Private Cloud Compute will develop it "into an unalterable reference image" that can be viewed in the Photos app. You'll be able to compare the reference image with other v...

Apple says it used AI and 3D printing in the manufacturing process for its long-awaited foldable phone.

The update uses Apple Intelligence to make better sense of your health data.

Apple introduced Apple Reference Image to help users determine whether photos have been edited, including alterations made by AI.

The company also argued that its on-device models offer consumers more privacy.

As it grapples with a bevy of lawsuits, Suno said its new model, Suno v6, is not trained using music it used to train previous versions of the AI model.

Stratechery weekly digest covering market dynamics, Apple strategy, and societal friction trends; no AI-specific technical content.

It’s officially the Ternus era at Apple. Tim Cook stepped down as CEO this week, handing the company to former hardware chief John Ternus, whose first memo promised a “huge launch next week” — timing that puts Apple’s next iPhone event on his desk before he’s even settled in. Cook isn’t going far, though: he’s staying on as Executive Chairman, focused on the kind of policy […]

Apple is pushing for "expedited discovery" in its legal battle against OpenAI over concerns the company is actively destroying evidence, as reported earlier by Bloomberg. In a filing on Monday, Apple alleges OpenAI only just handed over a MacBook used by a former employee at the center of the lawsuit, which contained discussions about "destroying the types of forensic data Apple needs." This is the latest development in Apple's lawsuit against OpenAI, which accuses the ChatGPT-maker of stealing trade secrets to build an AI device. The lawsuit revolves around three former Apple employees who r...

Apple says it has evidence that a former employee destroyed evidence of data theft after learning he was under investigation.

Hot Chips conference features hardware announcements: OpenAI Jalapeño, Cerebras CS-5, Groq 3 LPX, Apple M6.

Nvidia's predicting it will pull in $108 billion in revenue within just a few months. It wouldn't be the first company to rake in over $100 billion in quarterly revenue - Amazon, Apple, and Alphabet have repeatedly reached the milestone. Nvidia said in its latest earnings report that it brought in a record $96.2 billion in overall revenue in the past quarter, a jump of over $10 billion from the previous quarter. Its data center revenue alone more than doubled year-over-year to a record $89 billion, and the company's profits more than doubled to $59.7 billion. Nvidia's "edge computing" categor...

Apple updates Mac Mini/Studio with AI capabilities; OpenAI's Jalapeño hardware signals competition pressure on Nvidia's dominance.

Folks have been daisy-chaining Macs for AI—this refresh keeps that in mind.

Stratechery weekly digest covering Apple EU compliance, Truth Social, and sports entertainment—no AI content.

Ever wanted someone else to do your texting for you? ChatGPT is being offered up as an automated text scribe via a new Apple Messages integration.

OpenAI has had a hell of a year. The company spent months battling former co-founder Elon Musk in a sensational jury trial, was hit with a high-profile trade secrets lawsuit from Apple, and faced widespread scrutiny after an unreleased model hacked another AI company. As it prepares for an IPO, a steady string of executives have departed, including some of the company's biggest names. Throughout it all, one person has quietly amassed power: Greg Brockman. Brockman is currently OpenAI's president and co-founder. He's helped lead OpenAI since its inception, described as an "engineering workhors...

Apple settles EU antitrust case on App Store fees and ATT rules; Stratechery commentary on regulatory outcomes.

Apple’s leaked camera-equipped AirPods might avoid the privacy pitfalls of other AI wearables by preventing users from recording photos and videos.