/Dispatch #92
John Ternus takes over as Apple CEO in September, inheriting a $4 trillion company lagging in AI. With Siri overhaul delayed three times since 2024 and Apple's models trailing year-old competitors, the hardware engineering veteran must balance Apple's tradition of control with the AI era's demand for speed and openness.

SpaceX announced a partnership with Cursor to develop AI coding tools, with a surprising twist: an option to buy the AI coding startup for $60 billion later this year, positioning SpaceX to compete ahead of its IPO.




+26Meta will monitor US employees' keystrokes, mouse movements, and screenshots to generate training data for AI agents that can navigate computers. CTO Andrew Bosworth told protesting workers there's no opt-out on work laptops, sparking outcry as the company cuts 8,000 jobs while spending $135 billion on AI.




+29Anthropic released Claude Design, an AI tool that creates slides, prototypes, and pitch decks from text prompts. Powered by the new Opus 4.7 model, it reads company codebases to apply custom design systems automatically. Figma's stock dropped 7% on the news.




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