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Apple of my Eye

Apple’s latest phone is betting on looks, while Google looks inward

Apple gets a hardware upgrade. Google gets a software overhaul.

Rani Molla

During Apple’s iPhone 17 event on September 9, the company is expected to release the first of three major hardware upgrades to its flagship device, starting with a skinny iPhone Air without many AI upgrades.

(For a full list of what Apple is expected to show at the event, check Mark Gurman’s coverage at Bloomberg.)

Apple’s first major physical iPhone changes in years put it in sharp contrast with Google, which at its phone event last month debuted a Pixel 10 that looked pretty much like the Pixel 9. The real changes for Google’s phone are under the hood, as the device leverages AI in ways Apple has only advertised, proactively fetching information and displaying it when you need it. A number of reviews are in and the AI upgrades have been mostly well received so far.

It’s not that Apple doesn’t want to work on its inner iPhone, but rather that it has mostly failed to bring the AI upgrades it promised last year to fruition and has been struggling ever since.

Apple is certainly hoping to course-correct its AI efforts by promising an even better revamped AI Siri this spring. But to do so, it appears that Apple is... relying on Google. Earlier this week, Apple’s stock rose on news that it was working on its own ChatGPT competitor, but it may be relying on Google’s AI technology to do so.

Despite its missteps, however, Apple has a major advantage in this situation in that it has a much bigger, notably locked-in customer base that will be difficult to chip away.

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Google testing Gemini app for Mac, aims to compete with Claude Cowork and Codex

Bloomberg reports that Google is testing a new version of its Gemini AI app that runs on Apple’s Mac computers.

Currently both OpenAI’s Codex and Anthropic’s Claude have Mac apps, which allow for deeper AI automation with files on the computer.

Google is testing a feature called Desktop Intelligence, which grants Gemini access to the items on the user’s screen, according to the report. The app is currently in beta testing.

Google is testing a feature called Desktop Intelligence, which grants Gemini access to the items on the user’s screen, according to the report. The app is currently in beta testing.

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Bezos seeks $100 billion for AI-enhanced manufacturing fund, WSJ reports

Amazon founder Jeff Bezos is seeking to raise a $100 billion fund that would purchase manufacturing companies and use AI to automate their work processes, according to a new report from The Wall Street Journal.

The fund would use technology from Project Prometheus, where Bezos was recently named co-CEO. The startup aims to apply the latest generative-AI breakthroughs to reinvent industrial manufacturing.

The $100 billion fund would be used to buy existing manufacturing businesses to transform, per the report.

Bezos has reportedly met with the heads of sovereign wealth funds in the Middle East and recently traveled to Singapore as part of the fundraising effort.

The $100 billion fund would be used to buy existing manufacturing businesses to transform, per the report.

Bezos has reportedly met with the heads of sovereign wealth funds in the Middle East and recently traveled to Singapore as part of the fundraising effort.

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OpenAI acquires Astral, adding talent to Codex team

OpenAI has acquired open-source Python tool developer Astral, bringing aboard additional coding talent for its Codex team.

The company said the acquisition will help Codex “expand beyond coding” by helping address a wider range of development tasks, such as planning, testing, and code maintenance.

OpenAI said Codex has seen “3x user growth and 5x usage increase” since the start of 2026, and has over 2 million weekly active users.

Software development is emerging as one of the key battlegrounds where OpenAI is competing for market share with Anthropic, which has been enjoying success with its Claude Code product.

OpenAI said it will continue to support Astral’s open-source software projects.

OpenAI said Codex has seen “3x user growth and 5x usage increase” since the start of 2026, and has over 2 million weekly active users.

Software development is emerging as one of the key battlegrounds where OpenAI is competing for market share with Anthropic, which has been enjoying success with its Claude Code product.

OpenAI said it will continue to support Astral’s open-source software projects.

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Elon Musk gives an estimate for Tesla’s AI6 chip timeline... while the AI5 is still unfinished

Tesla CEO Elon Musk said yesterday that the company’s AI6 chip could, with “some luck and acceleration using AI,” be finalized and sent to manufacturing by December. For those paying attention, Tesla hasn’t confirmed that its previous chip, the AI5, has reached tape-out, with Musk saying only that the design is in “good shape” and “almost done.” Still, Musk is already talking about subsequent chips AI6, AI7, AI8, and beyond.

Here’s a roundup of when these chips are expected, what they’re supposed to do, and what Musk himself has said about them.

While the AI5 and AI6 will be made by TSMC and Samsung, respectively, Musk has said Tesla eventually aims to manufacture its future AI chips at Tesla’s upcoming Terafab factory in Austin.

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NHTSA expands Tesla FSD probe, focusing on whether system can detect when cameras can’t see the road

The National Highway Traffic Safety Administration said it is expanding its probe into Tesla’s Full Self-Driving system into an engineering analysis covering about 3.2 million Teslas, a majority of its vehicles that are on the road in the US, Reuters reports.

The agency is focusing on Tesla’s “degradation detection system,” which is meant to recognize when its camera-based technology cannot reliably perceive the road and prompt drivers to intervene:

“Available incident data raise concerns that Tesla’s degradation detection system, both as originally deployed and later updated, fails to detect and/or warn the driver appropriately under degraded visibility conditions such as glare and airborne obscurants. In the crashes that ODI has reviewed, the system did not detect common roadway conditions that impaired camera visibility and/or provide alerts when camera performance had deteriorated until immediately before the crash occurred.”

Tesla CEO Elon Musk has long argued that the company’s self-driving approach does not require the expensive lidar sensors used by rivals such as Waymo.

The agency is focusing on Tesla’s “degradation detection system,” which is meant to recognize when its camera-based technology cannot reliably perceive the road and prompt drivers to intervene:

“Available incident data raise concerns that Tesla’s degradation detection system, both as originally deployed and later updated, fails to detect and/or warn the driver appropriately under degraded visibility conditions such as glare and airborne obscurants. In the crashes that ODI has reviewed, the system did not detect common roadway conditions that impaired camera visibility and/or provide alerts when camera performance had deteriorated until immediately before the crash occurred.”

Tesla CEO Elon Musk has long argued that the company’s self-driving approach does not require the expensive lidar sensors used by rivals such as Waymo.

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