Tech
tech
Rani Molla

Pichai: Google wants to put its AI on Apple iPhones this year

Google hopes to reach a deal to get its Gemini AI onto iPhones this year, according to a Reuters report of CEO Sundar Pichai’s testimony during Google’s antitrust case today, where the court is trying to decide how best to fix Google’s search monopoly. The Information reported that Pichai had at least a “couple” of discussions about doing so last year. Apple SVP Craig Federighi hinted at last year’s developer conference that Gemini might eventually be added to the iPhone as an AI option.

Apple is considered far behind its peers in the AI space and has had to delay a number of features, including an updated Siri on its latest AI phones. To help make up for lost time (and to bypass regulation in China), the company has partnered with a number of AI companies, including OpenAI, Alibaba, and Baidu.

How it currently works is if you ask Siri a question and Apple’s own AI models can’t answer, it offers users the ability to ask ChatGPT instead. It’s a clunky, bifurcated system that leaves much to be desired. We’ll see if a partnership with Google can help that.

Of course, one way the Department of Justice hopes to fix Google’s monopoly is by prohibiting it from paying companies like Apple to be the default search engine on its phones, a deal that snagged Apple $20 billion in 2022. If this is a situation where Google pays to be the default AI, would it be any different?

Apple is considered far behind its peers in the AI space and has had to delay a number of features, including an updated Siri on its latest AI phones. To help make up for lost time (and to bypass regulation in China), the company has partnered with a number of AI companies, including OpenAI, Alibaba, and Baidu.

How it currently works is if you ask Siri a question and Apple’s own AI models can’t answer, it offers users the ability to ask ChatGPT instead. It’s a clunky, bifurcated system that leaves much to be desired. We’ll see if a partnership with Google can help that.

Of course, one way the Department of Justice hopes to fix Google’s monopoly is by prohibiting it from paying companies like Apple to be the default search engine on its phones, a deal that snagged Apple $20 billion in 2022. If this is a situation where Google pays to be the default AI, would it be any different?

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tech
Jon Keegan

Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

tech
Rani Molla

Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways CEO Elon Musk is considering breaking with IPO norms:

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

tech
Rani Molla

Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first-quarter earnings next month, Tesla released its own company-compiled Wall Street consensus estimate for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations, as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders think Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

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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.