Apple is overhauling its AI and software to support a new hardware roadmap, including a foldable iPhone. The company is partnering with Google and OpenAI to bridge its current capabilities gap, focusing on practical, mass-market consumer features rather than cutting-edge AI leadership for now.
The AI boom is creating a massive projected power bottleneck, leading tech hyperscalers to make strategic investments in nuclear energy. Companies like NanoNuclear are pursuing commercial licensing for microreactors to provide off-grid, baseload power directly to data centers, bypassing grid infrastructure limitations.
The episode highlights a dual government challenge: the need for proactive policy to manage AI's impact on the labor force, and the simultaneous dismantling of critical scientific infrastructure. While leaders call for new worker safety nets, the government is also removing ocean buoys essential for climate data, creating a contradiction between preparing for future risks and undermining the data needed to do so.
The European Union's Digital Markets Act (DMA) is presented as a significant obstacle for Apple, preventing the rollout of its new AI features in the region. This regulation is criticized for stifling innovation and harming both consumers who lose access to features and developers who cannot build on new platforms.
Keep pulling the thread on Bloomberg Businessweek Weekend.