Apple hinted Thursday that heavy users of its revamped Siri may have to pay for access. Why it matters: It's the first time that Apple has confirmed it will charge for the new AI -powered voice assistant. What they're saying: In a conference call to discuss Apple's most recent quarterly earnings , CEO Tim Cook said Apple is still developing its plan to address the higher computing costs that will come with the improved voice assistant. - "We do believe there will be people that want to use it a lot, and so we will have some kind of upgrade possibilities on iCloud+," Cook said during a call to discuss Apple's most recent quarterly earnings . - Apple has also said that users will need a paid iCloud subscription to take advantage of a new…
Apple is finally delivering the conversational and context-aware AI that it promised two years ago . Its rivals have already moved on to agents. Why it matters: OpenAI, Anthropic, Google and other AI companies are pushing beyond chatbots toward agentic tools that can write code, search through complex file structures, use apps and handle workplace tasks. Driving the news: At its annual developers conference Monday, Apple announced that its long-delayed Siri overhaul will arrive this fall, built through Apple's partnership with Google . - Apple says its new conversational assistant is "profoundly more capable" and includes greater "personal context understanding" that can surface relevant information from texts, emails, photos, and more.…
OpenAI's revised Microsoft pact lets it sell AI models across multiple clouds, enabling a likely expansion with Amazon and broader enterprise distribution. Why it matters: The shift ends OpenAI's effective cloud exclusivity, widening its reach to customers using AWS, Google Cloud or others — and intensifying AI platform competition. Driving the news: A rewritten deal frees OpenAI to sell through any cloud, caps Microsoft's cut of OpenAI revenue and scraps a controversial provision that would have changed the companies' business relationship once artificial general intelligence (AGI) was achieved. Zoom in: Amazon and OpenAI are poised to quickly capitalize on the change. - "We're excited to make OpenAI's models available directly to…
Cybersecurity companies aren't likely to face the same dramatic, AI-induced apocalypse that's hit the software industry over the last month, analysts say. Why it matters: Investors are panicking and security executives are now on the defensive. But insiders don't see this as a total identity crisis for the industry. Driving the news: Anthropic on Friday announced its new Claude Code Security product, which can automatically scan codebases for vulnerabilities and suggest patches. The news caused shares of several major cyber companies to tumble. - "The Global X Cybersecurity ETF fell 4.9% and closed at its lowest since November 2023" on Friday, according to Bloomberg . - As of Monday, CrowdStrike shares have fallen 11%. Cloudflare took…