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Showing posts from July, 2026

Meta says AI is making it easier to build new apps — and more are coming

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  Meta is using AI to quickly launch apps, and more are on the way. During this week’s second-quarter earnings call, Meta CEO Mark Zuckerberg said the social giant has new apps in the works, following a recent spate of other launches that included an app for Marketplace sellers , one for Facebook Groups , a vibe-coded gaming app , a new photos app from Instagram , and an experiment involving AI bedtime stories. Meta has spent years trying and failing to produce new, stand-alone social apps to complement its core platforms. Now, the company says that large language models (LLMs) make it possible to ship software faster, allowing it to test new ideas at a quicker pace. “I’m … excited about how AI is helping our teams speed up product development,” Zuckerberg told investors on Wednesday’s call. “Earlier this year, we shipped Instagram Instants. We also just launched Forum, a stand-alone Groups app, and Seller, a stand-alone Marketplace app. I expect it to become a lot easier to ship ...

Zuckerberg says Meta’s enterprise AI opportunity extends beyond agents

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  In June, Meta entered the enterprise AI market with a new AI agent aimed at businesses, to help with customer service, support, and other daily operations. But the tech giant’s enterprise AI ambitions are much more expansive, Meta CEO Mark Zuckerberg told investors on Wednesday’s second-quarter earnings call. “We see a large enterprise opportunity to sell to businesses, including APIs, business agents, potentially selling compute directly, and other services that we’re building for large customers,” Zuckerberg said. These additions could potentially position the business to create new revenue streams beyond advertising, which drives the bulk of its business, and subscriptions, which contribute a smaller share. Initially, the company will focus on the opportunity to serve its existing base of advertisers by offering AI agents that work across messaging apps and elsewhere. These allow businesses to interact with their own customers through an AI interface. “And, just like the ad s...

Mark Zuckerberg predicts that billions of people will have personal AI agents in five years

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  Meta founder and CEO Mark Zuckerberg is trying to sell investors on his prediction for the future — one where billions of people will have their own personal AI agents in the next five years. (Let’s hope that future also comes with data centers efficient enough to power all those agents — without triggering a fresh wave of climate disasters.) “I think that it’s extremely unlikely if you look out five years from now, for example — whatever period of time you want — that you don’t have billions of people with a personal agent that understands your goals and that is just working on your behalf 24/7 to achieve your goals in whatever the domain is that you care about,” Zuckerberg said on Wednesday’s quarterly earnings call with investors. He added that he could see people using these agents to help them with their finances, health, interpersonal relationships, and household management. “As we move toward a future where we’re all interacting with multiple agents, I think that WhatsApp ...

Samsung expects memory shortage to worsen through 2027 and last until 2028

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  The ongoing shortage of RAM chips is not only expected to persist into the next year, but will likely intensify in 2027, with tight supply conditions lasting until at least 2028, according to Samsung, which manufactures and supplies roughly a third of the world’s memory chips. Samsung said in its Q2 earnings call that frontier AI labs, desperate to obtain access to memory infrastructure, have been “sharing their medium- to long-term demand forecasts” directly with the Korean tech giant to secure future supply. The high demand enables Samsung to prioritize customers willing to sign long-term contracts. This multi-year visibility will allow the company to install equipment and ramp up production without worrying that demand will dry up, helping it avoid the memory industry’s historical boom-and-bust cycles. Memory shortages driven by the AI boom have also pushed up chip prices in recent months. This has been a double-edged sword for Samsung: While sales at its semiconductor unit hi...

Google says it fixed more Chrome bugs in June than over the past two years, thanks to AI

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  With help from its internal AI tools, Google says it has patched more security flaws in its Chrome browser in the last month than in the past two years combined. The tech giant announced on Thursday that it has fixed a whopping 1,072 security bugs in the last two versions of Chrome, both released in June. That is more than the number of bugs patched in the previous 23 versions released over the last two years, which totaled 1,036 fixes. Ever since the advent of LLMs, cybersecurity experts have warned that AI-powered systems would find an increasingly and exponentially enormous amount of bugs, forcing defenders to also use AI to get ahead of malicious hackers.  That prediction is starting to come true, and it’s backed by real data.  A chart published by Google, which the company revealed as part of a white paper on the company’s efforts to use AI to find flaws and patch them faster, shows the exponential increase. For context, Chrome’s 126 was released in June 2024, wh...

Apple says gaming slowdown and App Store changes hurt services growth

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  Apple says it has now topped 1.5 billion subscribers for its services business, up from 1 billion in January 2025. However, this segment of Apple’s business, which includes the Apple Store, AppleCare, music, video, and cloud services, was the only miss in what was otherwise a record-breaking quarter for the company’s hardware sales. In Apple’s fiscal third quarter, the company reported $30.74 billion in services revenue, falling short of the $31.22 billion Wall Street analysts had expected . Combined with a miss in China , Apple’s stock tumbled over 4% in after-hours trading. When asked to dive into what led to the decline in services revenue, Apple CFO Kevan Parekh pointed to several factors. Most notable, however, were the impacts on Apple’s cash cow, the App Store. One factor contributing to the App Store’s performance in the quarter was a slowdown in mobile gaming. It also called out the App Store business model changes in certain countries, including the U.S . The latter i...

Apple stockpiles inventory as it braces for ‘significant supply constraints’

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  As the generative AI boom drives steep demand for hardware components, Apple and other hardware makers are facing what outgoing CEO Tim Cook calls “a hundred-year flood [on] memory pricing,” which is severely impacting the cost of producing iPhones, MacBooks, and other devices. Apple described its recent earnings report as its “strongest June quarter ever,” with iPhone and Mac sales performing better than expected, growing 22% and 29%, respectively, year-over-year. Yet the company is bracing for memory shortages, known as RAMageddon , to get even worse. Apple’s biggest challenge is securing the advanced memory nodes used in its Apple silicon chips, which power the A-Series and M-Series processors used in iPhones and Macs. “We continue to expect high levels of demand. However, with less flexibility in supply chain, we expect the impact from the supply constraints to increase significantly sequentially,” Cook said on Apple’s quarterly earnings call. “We’re seeing some very signi...

Siri AI could come with a paywall for power users

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  In his final earnings call as CEO of Apple, Tim Cook said that the company’s long-awaited Siri AI upgrade could come with some paywalled limits. While Cook conceded that these plans are not set in stone, he envisions users being able to buy more compute for Siri AI via its existing iCloud+ subscriptions, which offer extended cloud storage. “We do believe there will be people that want to use [Siri AI] a lot, and so we will have some kind of upgrade possibilities on iCloud+, where people can buy up the stack on iCloud+, and we’ll see how the pickup for that is,” Cook said on Thursday. “But we could not be more excited about where [Siri AI] is.” Most other AI providers like Anthropic and OpenAI operate similarly, offering a limited free version to consumers with the option of upgrading to support more usage. The new-and-improved Siri AI is available in the iOS 27 beta, and is planned to roll out more broadly this fall. As longtime Senior Vice President of Hardware Engineering ...