Mark Gurman reports Ternus's biggest challenge as CEO is reshaping Apple's leadership team — the same executives who've run the company for decades — with AI direction, hardware roadmap, and executive…
September 1st is Tim Cook's official last day as Apple CEO — John Ternus takes the role tomorrow. Cook's AI legacy is defined by a three-year wait that produced rebuilt Siri AI at one-billion-iPhone…
Anthropic made Sonnet 5 pricing permanent at $2/$10 on August 11th — the September 1st cliff we've been warning about for weeks isn't coming. We cover the correction, the tokenizer caveat that still…
Oracle's most significant earnings ever: cloud infrastructure up 121%, $664B in remaining performance obligations, 300,000 GPUs delivered tripling prior-quarter capacity. The demand side is confirming…
OpenAI's 99.9% ARC-AGI-3 score versus the independent 62.7% under neutral methodology. Artificial Analysis puts Astra at 61.2 — tied with Sol, behind Fable 5.1 at 65.7. The real advances:…
OpenAI released GPT-6 Astra on September 4th and declared the AGI era has begun, claiming professional-level performance across software engineering, math, science, and strategy simultaneously. We…
Nvidia signed a definitive deal to acquire Hugging Face — the GitHub of machine learning, 1M+ models, 3B downloads — for $12.9 billion, closing H1 2027. The company that makes the chips now owns the…
A federal court found the Pentagon's supply chain risk designation of Anthropic illegal — but the Defense Department is reportedly continuing migration anyway, targeting September 30th. We cover what…
Clay's Wellington-led raise at $7 billion more than doubles last summer's $3.1B valuation — proof that AI application companies with measurable sales and marketing ROI can command premium valuations…
Two FOIA and intelligence disclosures on the same day: the NSA, CISA, and FBI named six Chinese AI labs for systematic distillation attacks since 2024. The Intercept revealed all four major US labs…
