The Business Times
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Dave Lee

If there is one thing of any value to take from the trial, it is the ever-darkening cloud over Sam Altman’s suitability as a custodian of one of the most important companies in the world.

Altman ‘won’ the Musk trial but may have lost Wall Street

In Trump's second administration, tech CEOs follow the president around the world, turn up at his photo ops and hand out golden tokens of affection, the writer notes.
THE BOTTOM LINE

The ‘tech left’ is different this time

Apple CEO Tim Cook is nearing retirement age and reportedly laying the groundwork for an orderly departure.

Apple’s talent exodus complicates Cook’s eventual exit

As the AI race intensifies, it has become hard for Microsoft and OpenAI to be both partners and competitors at the same time.

OpenAI and Microsoft are avoiding a messy break-up

What matters most for the future of the iPhone is that its AI functions work and are useful.

Apple’s Plan B for AI is actually pretty great

GPT-5 was so poorly received by some ChatGPT diehards that OpenAI was forced into an embarrassing rollback, making older models available again. CEO Sam Altman’s claim that GPT-5 was like talking to a “PhD-level” expert quickly became a joke.

Is the AI winter finally upon us?

The only reason an AI company such as Perplexity would be interested in buying Chrome, at a cost that is double its existing value, would be to use the browser for anti-competitive ends, says the writer.

Perplexity’s bid for Google Chrome is mostly mischief

US tariffs are expected to cost Apple US$1.1 billion this quarter, CEO Tim Cook says.
THE BROAD VIEW

Apple and Cook get a boost – and breather – from iPhone sales

Scale AI founder Alexandr Wang is going to join Meta as a top executive tasked with running a crack team to build an AI superintelligence, sitting next to Meta's Mark Zuckerberg (above) at its headquarters.

Meta gets out its chequebook to catch up in the AI race

Microsoft’s cloud revenue was up 20% compared with last year, much of the boost attributed to the Azure platform and AI use within that.
THE BOTTOM LINE

AI spending is the only certainty in Silicon Valley right now

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