Intel has a new boss and they seem to want to double down on the Foundry strategy. Meta is testing community notes. Sonos is abandoning its big streaming video hardware project. Is Adobe falling behind in AI? Is Oracle the leader to take over TikTok US? And why is John Gruber so mad at Apple?

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Links:

• Intel appoints chip industry veteran Lip-Bu Tan as CEO (Reuters)
• Intel CEO Signals That He’ll Stick With Contentious Foundry Plan (Bloomberg)
• Meta unveils new community notes program; will not apply distribution penalties nor limit flow of information (Fox News)
• Sonos has canceled its streaming video player (The Verge)
• Microsoft’s new Xbox Copilot will act as an AI gaming coach (The Verge)
• Adobe shares drop 13% as concerns about AI growth overshadow better-than-expected results (CNBC)
• Oracle Is Leading Contender to Help Run TikTok in New Deal (The Information)
• Something Is Rotten in the State of Cupertino (Daring Fireball)

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Niantic officially sells to that Saudi-owned game developer. iRobot says it might not be alive in about 12 months time. Sam Altman believes he has an AI that can write believable fiction. Is the cavalry coming to save Intel? And why can’t we create a true AI Einstein in a data center?

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Links:

• Pokémon Go developer Niantic to sell gaming business to Saudi group (The Verge)
• Saudi-owned Scopely buys Pokémon Go in $3.5bn gaming deal (FT)
• One-Time Amazon Takeover Target iRobot Warns Doubt on Future (Bloomberg)
• Google calls Gemma 3 the most powerful AI model you can run on one GPU (TheVerge)
• Sam Altman says OpenAI has trained a fiction writing AI model that’s actually decent (SiliconAngle)
• Google changes Chrome extension policies following the Honey link scandal (TheVerge)
• Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say (Reuters)
• Hugging Face’s chief science officer worries AI is becoming ‘yes-men on servers’ (TheVerge)

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Are we about to get the biggest overhaul of iOS since 2013? Is inference the way that everybody is going to eat Nvidia’s lunch? Exactly how much to AI search engines get it wrong? Why is the global smartwatch market shrinking? And apparently the new Mac Studios are the thing you want to get, if you can afford it!

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Links:

• Apple Readies Dramatic Software Overhaul for iPhone, iPad and Mac (Bloomberg)
• Exclusive: Meta begins testing its first in-house AI training chip (Reuters)
• How ‘inference’ is driving competition to Nvidia’s AI chip dominance (FT)
• Sony is experimenting with AI-powered PlayStation characters (The Verge)
• AI Search Has A Citation Problem (CJR)
• Global Smartwatch Shipments in 2024: Market Declines for First Time, China Leads for First Time (Counterpoint Research)
• Apple Mac Studio (Early 2025) Review: Renewed vigor with M4 Max and M3 Ultra (Tom's Hardware)
• Apple Mac Studio (M3 Ultra) first look: a weekend with an $8,000 powerhouse (The Verge)

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