4. Apple finalizes $1B/year deal with Google for the new Siri Apple will use a custom Gemini model (1.2T parameters) for Siri’s reboot, focusing on summarization, reasoning, and privacy-preserving cloud compute.
MARKET TRENDS
-

Perplexity becomes Snapchat’s default AI search engine
By
–
3. Perplexity strikes $400M deal with Snapchat Snapchat named Perplexity its default AI search engine starting 2026. The partnership combines cash and equity, and Snap’s shares surged 24% on the news.
-

AI Drama: Altman Ouster Memo, Snapchat Deal, China Ban
By
–
It’s been another wild week in AI – OpenAI co-founder’s 52-page memo to oust Sam Altman
– Perplexity signs $400M deal with Snapchat
– China bans U.S. chips
– Tesla approve Elon Musk’s $1T package
– Michael Burry bets $1B against AI Here’s everything you need to know -
Meta’s Bug Issues Impact Performance Beyond Andromeda
By
–
Meta is a bug filled mess that has impacted us immensely. Andromeda is not the reason though for everyone’s performance declines as so may keep pushing.
-

ARC AGI 2 Kaggle Competition Results At Remarkable Cost Efficiency
By
–
Con un ojo puesto en los resultados de la competición de Kaggle de ARC AGI 2. Fuera de deadline por aquí están reportando unos resultados sorprendentes a un coste por tarea bastante alucinante, 2 órdenes de magnitud por debajo del líder.
-
AI Efficiency: Where is competitive differentiation now?
By
–
𝐈𝐟 𝐞𝐯𝐞𝐫𝐲 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐨𝐫 𝐜𝐚𝐧 𝐚𝐜𝐡𝐢𝐞𝐯𝐞 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞 𝐗% 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐛𝐨𝐨𝐬𝐭 𝐮𝐬𝐢𝐧𝐠 𝐀𝐈, 𝐰𝐡𝐞𝐫𝐞 𝐢𝐬 𝐭𝐡𝐞 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭𝐢𝐚𝐭𝐢𝐨𝐧?
-
AI Becomes Core of Energy’s Future at ADIPEC2025
By
–
“AI is no longer a side project — it’s the core of energy’s future.” Day 2 of #ADIPEC2025 put tech and intelligence in the spotlight: AI mobility with Laika Project Stargate by G42 Digitalisation shaping new energy leadership
#EnergyIntelligenceImpact #ADNOC #AI -
Which single tech stock deserves your long-term investment?
By
–
If you could only pick one tech stock to hold long-term, which one would you choose? I’d go with Google, but I’m curious what everyone else thinks.
-

Google Will Reach AGI First Says Industry Observer
By
–
i am now convinced that Google will get to AGI first
-
AI Strategy: Deep and Narrow Focus Over Marginal Efficiency Gains
By
–
𝐈𝐟 𝐞𝐯𝐞𝐫𝐲 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐨𝐫 𝐜𝐚𝐧 𝐚𝐜𝐡𝐢𝐞𝐯𝐞 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞 𝐗% 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐛𝐨𝐨𝐬𝐭 𝐮𝐬𝐢𝐧𝐠 𝐀𝐈, 𝐰𝐡𝐞𝐫𝐞 𝐢𝐬 𝐭𝐡𝐞 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭𝐢𝐚𝐭𝐢𝐨𝐧? Stop Chasing Marginal Gains: Why Your AI Strategy Needs to Go *Deep and Narrow*
