# Apple > Markdown twin of https://roboterminal.app/companies/apple · https://roboterminal.app/companies/apple.md ## On shared sources - [OpenAI](https://roboterminal.app/companies/openai) (14) - [Google](https://roboterminal.app/companies/google) (11) - [Anthropic](https://roboterminal.app/companies/anthropic) (8) - [NVIDIA](https://roboterminal.app/companies/nvidia) (8) - [Microsoft](https://roboterminal.app/companies/microsoft) (6) - [Periodic Labs](https://roboterminal.app/companies/periodic-labs) (5) - [UMI](https://roboterminal.app/companies/umi) (5) - [a16z](https://roboterminal.app/companies/a16z) (4) - [Meta](https://roboterminal.app/companies/meta) (4) - [Amazon](https://roboterminal.app/companies/amazon) (3) - [AMD](https://roboterminal.app/companies/amd) (3) - [Hugging Face](https://roboterminal.app/companies/hugging-face) (3) - [Intel](https://roboterminal.app/companies/intel) (3) - [Xiaomi](https://roboterminal.app/companies/xiaomi) (3) - [CXMT](https://roboterminal.app/companies/cxmt) (2) - [Dyna Robotics](https://roboterminal.app/companies/dyna-robotics) (2) - [Micron](https://roboterminal.app/companies/micron) (2) - [PwC](https://roboterminal.app/companies/pwc) (2) - [Samsung](https://roboterminal.app/companies/samsung) (2) - [Tesla](https://roboterminal.app/companies/tesla) (2) - [Alibaba](https://roboterminal.app/companies/alibaba) (1) - [ASML](https://roboterminal.app/companies/asml) (1) - [Asus](https://roboterminal.app/companies/asus) (1) - [BMW](https://roboterminal.app/companies/bmw) (1) - [Counterpoint](https://roboterminal.app/companies/counterpoint) (1) - [DeepSeek](https://roboterminal.app/companies/deepseek) (1) - [Dell](https://roboterminal.app/companies/dell) (1) - [Dimensional](https://roboterminal.app/companies/dimensional) (1) - [Din Tai Fung](https://roboterminal.app/companies/din-tai-fung) (1) - [Figure_robot](https://roboterminal.app/companies/figure) (1) - [Ford](https://roboterminal.app/companies/ford) (1) - [GitHub](https://roboterminal.app/companies/github) (1) - [Glass Imaging](https://roboterminal.app/companies/glass-imaging) (1) - [GM](https://roboterminal.app/companies/gm) (1) - [Honda](https://roboterminal.app/companies/honda) (1) - [Huawei](https://roboterminal.app/companies/huawei) (1) - [IBM](https://roboterminal.app/companies/ibm) (1) - [iRobot](https://roboterminal.app/companies/irobot) (1) - [Kioxia](https://roboterminal.app/companies/kioxia) (1) - [lightberry](https://roboterminal.app/companies/lightberry) (1) - [Liquid AI](https://roboterminal.app/companies/liquid-ai) (1) - [LM Studio](https://roboterminal.app/companies/lm-studio) (1) - [Lyte](https://roboterminal.app/companies/lyte) (1) - [Maven Robotics](https://roboterminal.app/companies/maven) (1) - [Maverick Silicon](https://roboterminal.app/companies/maverick-silicon) (1) - [Ollama](https://roboterminal.app/companies/ollama) (1) - [Perplexity](https://roboterminal.app/companies/perplexity) (1) - [Qualcomm](https://roboterminal.app/companies/qualcomm) (1) - [RealSense](https://roboterminal.app/companies/realsense) (1) - [RoboStrategy](https://roboterminal.app/companies/robostrategy) (1) - [SK Hynix](https://roboterminal.app/companies/sk-hynix) (1) - [Texas Instruments](https://roboterminal.app/companies/texas-instruments) (1) - [Toyota](https://roboterminal.app/companies/toyota) (1) - [TSMC](https://roboterminal.app/companies/tsmc) (1) - [UBS](https://roboterminal.app/companies/ubs) (1) - [Vine Ventures](https://roboterminal.app/companies/vine-ventures) (1) - [xAI](https://roboterminal.app/companies/xai) (1) - [XTX Markets](https://roboterminal.app/companies/xtx-markets) (1) ## Pulse - [@Newsforce on X](https://x.com/Newsforce/status/2113075401798897958) 🇫🇷 iPhones stolen during France's riots are reportedly displaying warnings that they have been remotely disabled and are being tracked. The messages tell looters that authorities will be alerted and… - [@michellelsun on X](https://x.com/michellelsun/status/2112967195232023038) appreciate @pronounced_kyle's framing of "read" "write" access between digital and physical worlds. One of the fundamental challenges for automating manufacturing is to solve for the digital-to-physic… - [@a16z on X](https://x.com/a16z/status/2112675339298349279) Ekin Dogus Cubuk of @periodiclabs on why AI has to learn from the physical world, and building their own lab to close that loop: "One of the more fundamental ways of making things around us is powder … - [@a16z on X](https://x.com/a16z/status/2112665201170604185) AI models are getting close to designing hardware better than humans, and that shifts where the hard problems are: - Better simulation, so physical builds become confirmation instead of experiments - … - [@a16z on X](https://x.com/a16z/status/2112655271042650544) "It took me three months to design it, but it's nine months until I can actually start to use it." Former Intel CEO Pat Gelsinger on the manufacturing bottleneck between designing hardware with AI and… - [@a16z on X](https://x.com/a16z/status/2112645028829069593) For AI to become a superhuman hardware engineer, it has to learn from the physical world, and real-world data is hard to get: - It's non-uniform and constantly changing - It's sparse: you can't measur… - [@Scobleizer on X](https://x.com/Scobleizer/status/2111136765163839690) Emotional the next morning. I'm in my Model 3. I haven't been looking at the road; I've been looking at videos, reading X, and trying to catch up on AI. I'm heading to a humanoid robotics conference i… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111087004440256682) Apple's first foldable iPhone is officially here, and it is the MOST expensive iPhone ever made. Preorders for the iPhone Duo opened this morning at $1,999, with first deliveries and in store availabi… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111041215596748820) Global smartphone shipments just had their WORST quarter on record. IDC says shipments fell about 22% in Q3 to 255.3 million units. Memory costs driven by AI demand are crushing phone makers. Chinese … - [@pequityresearch on X](https://x.com/pequityresearch/status/2109377748263387545) Lead times for the iPhone 18 have been softening, with a decline of 7 days in the US. $AAPL https://t.co/XmvPQ64rA1 - [@stretchcloud on X](https://x.com/stretchcloud/status/2107998158508917177) $2,599 buys a Windows laptop that Microsoft says renders AI images 4.3 times faster than a 16 inch MacBook Pro on M5 Pro. The marketing is aimed squarely at Apple. The architecture underneath is aimed… - [@chrismatthieu on X](https://x.com/chrismatthieu/status/2107947128572301644) Hacking on Jeff Hykin's (@dimensionalos) Depth2Depth project which uses DepthAnything AI to fuse perfect @RealSenseai depth maps! Here's his repo: https://t.co/1LOfGtjte0 I forked his repo to add a li… - [@thenewsink on X](https://x.com/thenewsink/status/2107908819418534002) Microsoft Brings Powerful AI Directly to PCs https://t.co/t1sWe16biq - [@pequityresearch on X](https://x.com/pequityresearch/status/2107630777563525248) Expert Call: Memory - Key Takeaways > Contracts are moving from flexible 2–3 year terms to 5yr+ take-or-pay structures with upfront deposits and price floors/ceilings, prioritizing downside protection… - [@smsehy on X](https://x.com/smsehy/status/2107368982588321964) Capital only buys the cleanroom. Advanced lithography and deposition tools get a fab to the starting line. Sustained wafer yield comes down to the process engineers on the floor managing drift. https:… - [@CyberRobooo on X](https://x.com/CyberRobooo/status/2105186253331382739) Holy... it’s just like a human laundry worker,whole-body loco-manipulation ,efficiency is truly impressive. This is Taku, the general-purpose humanoid robot just unveiled by Dyna . It features an Appl… - [@randallmbriggs on X](https://x.com/randallmbriggs/status/2104991501386469885) Great perspective on wheeled-base humanoids! I definitely agree that in the short term wheels make sense for passive stability and safety in a lot of applications for businesses. But I would argue tha… - [@IlirAliu_ on X](https://x.com/IlirAliu_/status/2104844125983936669) Apple-like aesthetic... And everyone is going crazy. Not me. Idgaf. You know what's interesting? @DynaRobotics's CEO, @Lindon_Gao basically said the hardware is the least interesting part. Look at wha… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2103981278802665760) A Century of Innovation (1926–2026) 2026 — 🇺🇸 Agentic AI: Systems that don't just think, but act autonomously. 2026 — 🇨🇳 Humanoid robots: Humanoid robots move from research labs into workplaces an… - [@stretchcloud on X](https://x.com/stretchcloud/status/2102108852263010400) Quantization crossed a line this week that's easy to miss if you're not building with local models. Compressing a model used to mean trading accuracy for size. Now it sometimes means neither. Vik at M… - [@stretchcloud on X](https://x.com/stretchcloud/status/2102095011093565621) The part of the LLM stack nobody budgets time for just got a rewrite, and the numbers are bigger than I expected. Hugging Face shipped a release candidate for tokenizers v1: across the ten model famil… - [@stretchcloud on X](https://x.com/stretchcloud/status/2102089977979080837) The shift I keep waiting for is local inference leaving the hobbyist corner, and this week I think I watched it happen. What used to mean a terminal window and a quantized model file on your laptop ju… - [@stretchcloud on X](https://x.com/stretchcloud/status/2101944528592584830) Apple shipped something small this cycle that I think matters more than another point release of a frontier model: macOS 27 now includes an fm command in the terminal, putting Apple's on-device model … - [@stretchcloud on X](https://x.com/stretchcloud/status/2101823732125757463) Every agent re-read of a page costs tokens.When an agent fans out into sub-agents, each one needs web data. The naive approach: each sub-agent calls the page, feeds it to the model, extracts what it n… - [@Scobleizer on X](https://x.com/Scobleizer/status/2101447005226864786) Got a robot running? @innate_bot founder @ax_pey shows his. I said last week that it is the Apple II of robots. Says it is more like Apple I with their Apple II in labs. https://t.co/0hvSctVkqg - [@pequityresearch on X](https://x.com/pequityresearch/status/2100820815914615228) Piper Sandler: All the big customers (i.e. Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, Qualcomm etc) are evaluating Intel's 14A process as companies look for alternative foundry/packaging su… - [@Scobleizer on X](https://x.com/Scobleizer/status/2100772644765495680) I just had dinner with a team that is making new AI glasses, and they just blow away everything else I've seen on the market. For all day wearing. No cameras, no displays, all AI: a pair of glasses th… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100739238870315406) According to Damnang, an Apple employee told him that the company has been preparing for an AI data center push for a few years now. Could be why they have been holding all of their FCF while other te… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2099937513276059989) Apple raised prices by $100 on four iPhones already on sale. Same hardware. Same storage. Cook says Apple raised prices reluctantly amid a “100-year flood” in memory costs. Even Apple’s buying power h… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2099808143274324119) Top stories in AI today: - Trump, Beijing both shoot down the AI slowdown - Apple finally starts shipping Siri AI upgrade - Make any complex topic click with an ELI5 skill - Microsoft AI drafts the ru… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099600322746540418) OpenAI is building a camera company. Glass Imaging shipped GlassAI, a Neural ISP that brings DSLR-level image quality to smartphone cameras using AI at the signal processing level. Founded by former A… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2099554848341475611) NEW: Apple released Siri AI today, its rebuilt assistant running on Apple Foundation Models developed with Google's Gemini. Some of the new features: - Personal context across Messages, Mail, and Phot… - [@Scobleizer on X](https://x.com/Scobleizer/status/2098464855984578581) I won’t wear these to the bars, the nightclubs, the shopping malls. We might wear them to a park to play some games, but these are computing devices. What do they do? Let you experience the holodeck. … - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2098419134451098096) Top stories in tech today: - Apple Watch to listen and take notes - Air taxis are taking off in Texas - Apple’s foldable iPhone lands at $1,999 - California cracks down on addictive tech for kids http… - [@ricci_nov on X](https://x.com/ricci_nov/status/2098154918788157513) Apple, the industry's toughest price negotiator, has reportedly traded pricing leverage for volume guarantees in a long-term NAND deal, per DigiTimes; Kioxia is tipped as the counterparty and is itsel… - [@MParekh on X](https://x.com/MParekh/status/2098153296351351009) ‘Not So Fast’ in AI. OpenAI, Anthropic & the AI Economy. ARD #160 ...OpenAI’s price cuts vs Anthropic’s IPO. AI doom ahead of the IPOs. AI Impact on Economy. Apple’s listening Watch. $AAPL Full writeu… - [@MParekh on X](https://x.com/MParekh/status/2098082424089428100) 'Not So Fast' in AI: OpenAI Price War, Anthropic Doom Talk, 4.7% Math & Apple Watch | ARD #160 AI Ramblings Daily podcast #160 in AI-RTZ. $AAPL YouTube link with source notes: https://t.co/VSK2Lbc6KA - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2098078041356263631) JUST IN: @mavenrobotics just emerged from stealth with $100M raised, and the founding story is one of the best I've heard in robotics. In 2024, CEO @hamzaderbas had a cartoon of a robot and a team of … - [@MParekh on X](https://x.com/MParekh/status/2097823960792510507) ‘Beyond the Moon’ in AI. PwC, Google, OpenAI & Apple. ARD #159 ...PwC’s $31.6T by 2050. Google’s €13B in Finland. OpenAI’s Navier-Stokes Math proof, credit fight. Apple’s $1,999 Duo. $AAPL $GOOG Full … - [@MParekh on X](https://x.com/MParekh/status/2097809585100685314) 'Beyond the Moon' in AI: PwC's $31T, Google's Finland, OpenAI's Proof & Apple's Duo | ARD #159 AI Ramblings Daily podcast #159 on AI-RTZ $AAPL $GOOG YouTube link with show notes: https://t.co/vcR3u0To… - [@Newsforce on X](https://x.com/Newsforce/status/2097739147733516708) 🇺🇸 BREAKING: Apple has unveiled the iPhone 18 Pro and Pro Max, its most powerful phones yet, with a major focus on AI. The new A20 Pro chip promises faster AI performance and up to 40% better graphi… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097364237538808092) CXMT took 10% of the global DRAM market in Q2, up from 4% a year earlier, per Counterpoint. Xiaomi's next flagship uses its mobile memory; Apple has been testing CXMT parts in iPhones and MacBooks, pe… - [@MParekh on X](https://x.com/MParekh/status/2097189179423670442) AI: China’s CXMT’s #4 HBM rank, & Apple iPhone bid. AI-RTZ #1203 ...10% of global DRAM already, Xiaomi’s flagship in, Apple in the wings, & closing in on the HBM oligopoly of three. https://t.co/qAGmH… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2096940710008066356) Huawei unveils first-ever smartphone powered by Tau Scaling Law-based Kirin chip Coming just ahead of new models from Apple and Xiaomi, the device highlights a fierce battle in the high-end foldable m… - [@tchsignal on X](https://x.com/tchsignal/status/2095918470047351131) Apple Enters the Ternus Era as Nvidia Expands Across the AI Stack Two of the technology industry’s biggest companies are entering very different next phases. John Ternus became Apple CEO on September … - [@MParekh on X](https://x.com/MParekh/status/2095609963909648525) ‘Nothing to See Here’ in AI, Says DC. Anthropic, OpenAI & Google. ARD #155 ...Commerce clears Anthropic. DOJ backs OpenAI on fair use. Google keeps its ad stack. Ternus up next at Apple Sep 9. AI Ramb… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095294198886903921) The hybrid compute pattern is getting serious. Perplexity just open-sourced Lily, the local inference engine powering their Mac hybrid compute feature, and the architecture choices are worth understan… - [Former Apple Engineers’ Physical AI Startup Lyte Raises $165M At $1.6B Valuation](https://news.crunchbase.com/venture/robotics-ai-startup-lyte-seriesc-raise-maverick) Lyte, a physical AI startup building sensing and perception technology for robots, has raised a Maverick Silicon-led $165 million Series C funding at a $1.6 billion post-money valuation. - [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2094550665372840447) Apple claims in a new court filing that @OpenAI is actively destroying crucial evidence in trade secrets case. Apple's lawyers say an initial forensic analysis of an Apple-issued MacBook used by a for… - [Ali Attar on X: "HELLO @Apple @Figure_robot, MEET @lightberry 👋" / X](https://x.com/aliattar/status/2092720885925024087) Post Log in Sign up Post Ali Attar on X: "HELLO @Apple @Figure\robot, MEET @lightberry 👋" - Ali Attar @aliattar HELLO @Apple @Figure\robot, MEET @lightberry 👋 View media 5:08 PM · Aug 26, 2026911Vie… --- Source: Roboterminal · https://roboterminal.app/companies/apple.md