Google launched vibe coding tools in October while usage data showed the market had already peaked and crashed. AI code generation works for simple demos but breaks on complex projects—a training distribution wall platforms can't market around.
Qualcomm's stock jumped 11% on inference chips that won't ship until 2026. The company landed a Saudi buyer but still needs a Western hyperscaler. With Nvidia and AMD shipping today, the question is whether a two-year runway leaves room to catch up.
China restarted robotaxi permits and its companies are racing into Dubai, Abu Dhabi, and Singapore. Cost matters: Baidu builds vehicles for $29,000 using EV supply chains while US firms refine premium markets at home. Strategy follows economics.
Apple's AI undergoes a reboot as Vision Pro's Rockwell takes the helm, aiming to resolve Siri's ongoing issues.
Apple is overhauling its executive ranks to salvage its floundering AI strategy, according to Bloomberg's Mark Gurman. CEO Tim Cook has lost confidence in AI head John Giannandrea and is bringing in Vision Pro creator Mike Rockwell to lead Siri development.
Rockwell will report to software chief Craig Federighi, completely removing Siri from Giannandrea's control. The changes follow Apple's secretive "Top 100" leadership summit where AI strategy dominated discussions.
The shake-up addresses a painful reality: Apple's AI technology trails competitors badly. Apple Intelligence arrived late and disappointed users despite being the iPhone 16's main selling point.
Rockwell brings proven technical chops and product delivery experience to the role. He engineered the Vision Pro headset – a technical marvel if not a commercial hit. Giannandrea, a former Google AI star hired in 2018, will remain at Apple despite the effective demotion.
The Siri crisis reached a breaking point when promised AI features were repeatedly delayed. Siri boss Robby Walker recently told staff the delays were "ugly" and potentially "embarrassing." Apple has already deployed troubleshooters from Rockwell's team to assess the damage.
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Bloomberg: Apple Shuffles AI Executive Ranks in Bid to Turn Around Siri
Qualcomm's stock jumped 11% on inference chips that won't ship until 2026. The company landed a Saudi buyer but still needs a Western hyperscaler. With Nvidia and AMD shipping today, the question is whether a two-year runway leaves room to catch up.
China restarted robotaxi permits and its companies are racing into Dubai, Abu Dhabi, and Singapore. Cost matters: Baidu builds vehicles for $29,000 using EV supply chains while US firms refine premium markets at home. Strategy follows economics.
Microsoft buried OpenAI losses in a $4.7B catch-all line without disclosing stake size, fair value, or revenue mechanics—despite a partner now worth $500B. Investors can't map exposure or returns. The gaps are fixable and overdue.
OpenAI's company knowledge mode connects workplace apps to ChatGPT—but the real test is whether enterprises will expose their entire institutional memory to AI. The feature points toward governed knowledge bases, yet arrives with manual toggles and gaps Microsoft solved months ago.
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