Tech
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.

More Tech

See all Tech
tech

OpenAI’s models are officially coming to Amazon

Amazon is finally getting in on the hottest ticket in tech.

After Microsoft announced yesterday that it has agreed to give up its exclusive rights to sell OpenAI’s models, Amazon, as expected, will start offering them to customers — something Amazon Web Services CEO Matt Garman says users have been asking for “for a really long time.” Some models are available now in preview, and the most powerful GPT versions will show up “in the coming weeks.”

This is a big shift in the AI cloud wars. Microsoft’s early bet on OpenAI gave Azure an edge by locking up the most in-demand models. Now that exclusivity is gone, Amazon and other competitors can finally offer them too, closing a key gap and competing more directly for AI customers.

This is a big shift in the AI cloud wars. Microsoft’s early bet on OpenAI gave Azure an edge by locking up the most in-demand models. Now that exclusivity is gone, Amazon and other competitors can finally offer them too, closing a key gap and competing more directly for AI customers.

tech

Ship-tracking app surges as Iran war continues

As Middle East peace talks stretch on, with Tehran reportedly offering to reopen the Strait of Hormuz if the US lifts its blockade and the war ends, the owner of shipping intelligence platform MarineTraffic revealed that the app has gained millions of new users since the conflict began.

MarineTraffic’s user count jumped to 8.5 million this April, up from 3.5 million a year ago, the cofounder of its parent company, Kpler, said in an interview with the Financial Times. Paid subscribers, often workers within companies and governments looking for more data on supply chains and commodities trading, rose 11,000 in the same period.

Kpler, which also owns shipping intelligence platform FleetMon, draws its data from a range of sources, including the Automatic Identification System, satellites, and more than 500 people on-site, like port terminal operators.

Per Appfigures data, MarineTraffic is estimated to have raked in almost $1 million across March and April in app revenue (through April 27), more than double the ~$346,500 from the same months last year. Across the full year, Kpler expects to earn between $300 million and $400 million in annual recurring revenues.

tech
Tom Jones

Google will supply AI models to Pentagon in classified deal, per The Information

Google has become the latest tech company to ink an agreement to supply the Department of Defense (War) with AI, having reportedly closed a classified deal that allows the Pentagon to use its AI for “any lawful government purpose,” according to The Information.

The Information initially reported talks between the Alphabet-owned company and the US government around two weeks ago, following the messy breakdown of the relationship between Anthropic and the Trump administration — and the rushed OpenAI deal that took its place.

The move has reportedly sparked opposition among Google employees, with The Washington Post reporting that over 600 workers signed a letter to CEO Sundar Pichai to ask him to bar the Defense Department from using the company’s AI models for any classified work.

The Information initially reported talks between the Alphabet-owned company and the US government around two weeks ago, following the messy breakdown of the relationship between Anthropic and the Trump administration — and the rushed OpenAI deal that took its place.

The move has reportedly sparked opposition among Google employees, with The Washington Post reporting that over 600 workers signed a letter to CEO Sundar Pichai to ask him to bar the Defense Department from using the company’s AI models for any classified work.

Latest Stories

Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, Robinhood Derivatives, LLC, or Robinhood Money, LLC. Futures and event contracts are offered through Robinhood Derivatives, LLC.