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Google shows off AI features Apple failed to deliver

AI features are front and center for Google’s new phones.

Rani Molla

At its annual hardware event, Google debuted a slate of new gadgets including its Pixel 10 smartphones. While they included features like foldable screens, faster chips, and incrementally better cameras, the main selling point was the deeper integration of its AI assistant Gemini.

From early reviews, it seems that Google’s AI is succeeding where Apple and its Siri failed: using contextual information from your phone and apps to actually be useful. That comes in the form of “Magic Cue,” a feature meant to proactively fetch information and display it when you need it.

The Wall Street Journal’s Nicole Nguyen:

[Pixel 10] dressed me in an AI-generated blazer right in the camera app. A convincing clone of my voice fluently discussed lunch in German, which I don’t speak. When I called United customer service, flight reservation information automatically appeared on screen.

The Verge’s Allison Johnson:

If a friend texts to ask for the address of the Airbnb you’re sharing, in theory, Magic Cue will grab the address from your email and suggest it above the keyboard without any input from you. You’ll be able to tap and check the email for yourself, or paste it straight into the conversation. If it recognizes that you’re calling the number of a business listed on an email, like an airline you’ve already booked a flight with, it can surface relevant details in the phone app, like your confirmation number. It looks like a kind of turbo-charged autofill for everything.

Bloomberg’s Chris Welch:

If you call a hotel where you’ve already made reservations, for example, the Pixel 10’s phone app will helpfully display those details without making you go hunting for them. If a friend texts you asking for a reminder of where you’ve booked dinner, the Messages app will pull info from Gmail, Google Calendar and other apps to suggest automatic replies with the right details. If someone requests photos from a recent trip, Magic Cue will automatically surface the right images in Google Photos.

In a recent ad for its upcoming Pixel 10, Google razzed Apple, which has a much bigger hold over the US smartphone market, over its Siri failure. “If you buy a new phone because of a feature that’s coming soon, but it’s been coming soon for a full year, you could change your definition of soon,” the voice-over says. “Or you could just change your phone.” Apple’s revamped AI Siri isn’t expected to be out until spring of 2026, and behind the scenes, engineers are struggling.

Of course, how these AI tools work in demos and limited trials for reporters will likely vary from the wide-ranging use cases the devices will encounter in the hands of the public come August 28.

Both Google’s and Apple’s stocks are down today as part of a larger tech-led sell-off.

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Meta considering a stand-alone TV app as it leans into Instagram videos

Meta is considering building a dedicated TV app to expand the reach of Instagram’s video content, according to comments by Adam Mosseri, head of Instagram, at a Bloomberg conference.

Instagram has 3 billion monthly users and is leaning into its Reels vertical videos, which puts it head-to-head with TikTok. Mosseri told Bloomberg:

“If behavior [and] the consumption of these platforms is moving to TV, then we need to move to TV, too.”

A move to living room screens could let Meta compete against Alphabet’s YouTube, but adapting vertical videos to TV could prove challenging.

“If behavior [and] the consumption of these platforms is moving to TV, then we need to move to TV, too.”

A move to living room screens could let Meta compete against Alphabet’s YouTube, but adapting vertical videos to TV could prove challenging.

tech

Nvidia backs Reflection AI in $2 billion fundraising round

When DeepSeek R1 was released at the end of last year, it shook the AI world to its core.

The scrappy Chinese startup developed a competitive open-weights reasoning model that bested several state-of-the-art models from OpenAI and Google in several benchmarks.

The release caused the industry to question its bet on massive AI infrastructure over clever engineering done with constrained resources.

American startup Reflection AI thinks the West needs its own DeepSeek, and plans on being the company to build it.

On Thursday, Reflection AI announced it had raised $2 billion at an $8 billion valuation, with Nvidia leading the fundraising round with an $800 million investment.

Reflection does not appear to have developed a frontier-scale model yet, but has built the software needed to train one. A $2 billion cash infusion will certainly help with the company’s training costs, but by comparison, DeepSeek’s R1 model was trained for only $249,000.

The release caused the industry to question its bet on massive AI infrastructure over clever engineering done with constrained resources.

American startup Reflection AI thinks the West needs its own DeepSeek, and plans on being the company to build it.

On Thursday, Reflection AI announced it had raised $2 billion at an $8 billion valuation, with Nvidia leading the fundraising round with an $800 million investment.

Reflection does not appear to have developed a frontier-scale model yet, but has built the software needed to train one. A $2 billion cash infusion will certainly help with the company’s training costs, but by comparison, DeepSeek’s R1 model was trained for only $249,000.

tech

Nvidia’s Jensen Huang throws shade at OpenAI-AMD deal

In an interview on CNBC yesterday, Nvidia CEO Jensen Huang threw some shade at the recently announced megadeal between competitor Advanced Micro Devices and its partner, OpenAI.

The unusual deal calls for AMD to sell multiple generations of its GPUs to OpenAI, totaling 6 gigawatts of computing power, in exchange for stock warrants for OpenAI to buy about 10% of the company.

When asked about the deal, Huang said:

“Yeah, I saw the deal. It’s imaginative, it’s unique and surprising. Considering they were so excited about their next-generation product, I’m surprised that they would give away 10% of the company before they even built it.”

The move diversifies part of OpenAI’s GPU supply chain away from Nvidia, which supplies the vast majority of GPUs for hyperscalers today.

When asked about the deal, Huang said:

“Yeah, I saw the deal. It’s imaginative, it’s unique and surprising. Considering they were so excited about their next-generation product, I’m surprised that they would give away 10% of the company before they even built it.”

The move diversifies part of OpenAI’s GPU supply chain away from Nvidia, which supplies the vast majority of GPUs for hyperscalers today.

0.6%

The Washington Post’s Geoffrey Fowler tracked prices before and during Amazon’s recent “Prime Big Deal Days” and found the savings to be paltry: on a group of nearly 50 products he’d bought on Amazon over the past six months, he would have saved just 0.6% if he’d bought them during Amazon’s high-profile sale. And those savings, Fowler points out, don’t factor in the annual $139 Prime membership fee.

In a number of cases, some big-ticket items like TVs were actually more expensive during the e-commerce giant’s much-hyped discount days than they are normally.

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