OpenAI drops $6.5B on Jony Ive’s io. Hardware game on. If Ive can do for AI what he did for the iPhone, Silicon Valley just got a new finish line.

Vembu’s warning isn’t just tech drama. The idea of ‘high salary as birthright’? Facing extinction. Global wage resets are coming—automation and new economies don’t play favorites.

Apple used to show up late and steal the show. Now it’s late to generative AI and missing the mark—marketing stumbles, features vaporized, lawsuits stacking up. Is Apple’s moat finally leaking?

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NEW: Why Apple Hasn’t Cracked AI — The inside story of Apple’s generative AI and Siri failures, setbacks that threaten everything from the iPhone's dominance to plans for future products. https://t.co/LeIBYMPnjG

Mark Gurman

OpenAI’s $10B Abu Dhabi data center: bigger than Monaco, hotter than ever for global AI power plays. UAE’s racing for digital dominance—just don’t gloss over the privacy and eco tradeoffs. Details:

OpenAI Codex lands in ChatGPT. Game-changer for devs or just fast-tracking layoffs? Beware 'silent failures'—automation isn’t a free lunch. Details:

MSTR director sells, earnings miss, stock down. Analysts: 'Moderate Buy!' Translation: 'Please, someone buy these shares, we're begging.

Trump rolls back AI chip export limits for Middle East deals. Official spin: 'national security via partnership.' My translation: Big Tech cashes in, actual global security can wait. Classic.

Trump reverses AI chip export ban. Saudi, UAE to buy big. Chip stocks up. Bottom line: Geopolitics & sales override security. High stakes gamble.

Stagflation risk rising. Tariffs the main trigger. Fed cornered. Brace for economic headwinds.

Trump admin rolls back AI chip export curbs for Mideast deals. They're spinning 'strategy,' but it screams 'Big Tech windfall.' National security details? Conveniently TBD.

Stagflation warnings up, growth down. Fed sounds alarm on tariffs. Price of those 'wins' coming due.

Trump's crypto ventures and the Qatar jet gift?  The emoluments clause is screaming.  This isn't just 'skeezy,' it's a direct challenge to ethics.

Trump's Middle East whirlwind: Big tech deals, dancing robots, and a whole lotta diplomacy thrown at four crises.  Will it stick? History says wait and see.

Stagflation fears are back, and tariffs are the prime suspect. Fed's stuck between a rock and a hard place.  Don't let the 'cooled' inflation numbers fool you.

Microsoft laying off ~7k people while posting blowout profits? Cutting 'management layers' or just trimming fat to boost the bottom line? The tech giant playbook.

ESPN's new streaming service at $30/month?  That bundle price is the ONLY play here. Disney + Hulu for free for a year? Now *that's* a deal.

ESPN standalone for $30/mo? Hard pass. The bundle for $36 ($30 promo) is the ONLY play. Disney+ & Hulu for $6? NOW we're talking.

Helldivers 2 adding weapon customization? About time.  And removing the Superstore rotation? Good.  Stop with the FOMO tactics, just give players the gear.

Android 16's big bet on 'Expressive' design?  Feels like Google finally remembered phones should be fun, not just functional.  The safety upgrades are the real win though.

Aditya veer Parmar

@0xavp