John Ternus says Apple doesn't "want
John Ternus says Apple doesn't "want to ship AI for AI's sake" and that Tim Cook is "available to help wherever I ask" on policy; Ternus has yet to meet Trump
TL;DRApple's new leader wants thoughtful AI, not rushed features; Cook backs him.
Why it matters: Signals Apple's AI strategy differs from competitors; policy influence under new administration unclear.
When talking about local inference, Sam Altman says supply-constrained
TL;DRAltman argues data centers should get scarce DRAM instead of PCs running local AI models.
S&P downgraded Meta's outlook from stable
TL;DRS&P downgraded Meta's outlook due to massive spending and poor cash flow.
Latest
Anthropic says a malicious actor used access
Someone published a fake Claude extension on Cursor's marketplace without Anthropic's involvement.
As AI models commoditize, lasting wealth will accrue
AI profits will flow to infrastructure controllers, not model makers, as AI becomes a commodity.
OpenAI’s Altman Meets Samsung Executives
Altman visited Samsung to secure chip supplies as AI demand strains global capacity.
neoclouds CoreWeave, Nebius, and Nscale have effectively been shut out
AI infrastructure startups losing easy access to bond financing as lenders tighten requirements.
[AINews] Google admits AI Mode hurts Search revenue; -15% $500B drop
Google's AI search features reduced ad revenue by $500B, threatening its core business.
Pile-ins, payouts, and pacing pressure: the investors behind the VCs
Venture capital backers are generally happy with their VC fund investments.
OpenAI Funding Target Cut by $10 Billion
OpenAI lowered its funding goal by $10B amid AI market downturn and Anthropic competition.
Cisco Gives Engineer Unlimited AI Tokens To Rewrite Legacy Code
2Cisco gave engineers unlimited AI tokens to modernize old code using AI tools.
Tell HN: Scribd Breached
Scribd suffered a security breach affecting multiple platforms including SlideShare and Everand.