AI morning brief - 2025-06-10

Episode Summary:Apple has put itself back in the AI spotlight, unveiling a deepened partnership with OpenAI at its annual Worldwide Developers Conference. The company’s next-generation operating systems—including iOS 26, macOS 26, and visionOS 26—will feature new ChatGPT-powered capabilities. While bold upgrades to Siri are still pending, Apple is moving toward a more subtle, Google-style infusion of generative AI. This marks a shift in the tech giant’s approach and demonstrates the rapidly changing alliances shaping the future of artificial intelligence.Key Stories and Topics:Apple Expands ChatGPT Deal and Mimics Google in AI ComebackAt WWDC 2025, Apple announced it will significantly expand its partnership with OpenAI, bringing ChatGPT-powered features directly into its core operating systems in the fall. While specifics are under wraps, the company made clear its intention to stage a quieter, more invisible AI revolution—infusing daily device use with AI capabilities that enhance rather than overwhelm. Rather than an all-new Siri, users will see a gradual, pervasive upgrade across Apple’s ecosystem. This development highlights shifting tech alliances and Apple’s willingness to collaborate externally in the AI arms race.Source: https://www.bloomberg.com/news/articles/2025-06-09/apple-aapl-expands-chatgpt-deal-and-mimics-google-googl-in-ai-comeback-bidMexico’s Coppel Commits $4.2 Billion to E-Commerce ExpansionGrupo Coppel, Mexico’s largest private retailer, revealed its intention to invest $4.2 billion over five years to double online transactions and add new physical stores. This strategy underscores the increasing importance of omnichannel retail and the integration of robust, scalable data-driven commerce platforms for large enterprises.Source: https://www.bloomberg.com/news/articles/2025-06-09/mexico-s-coppel-to-invest-4-2-billion-in-e-commerce-new-storesOpenAI Breaks $10 Billion Annual Recurring Revenue MilestoneOpenAI’s annual recurring revenue has surpassed $10 billion, fueled by enterprise adoption of generative AI tools—particularly ChatGPT. This milestone signals mainstream business confidence in AI solutions and marks a turning point for industry-wide adoptions of AI-driven technology in daily operations.Source: https://qz.com/openai-10-billion-annual-recurring-revenue-chatgpt-1851784131Apple’s Siri Upgrades Delayed Amid Intense AI CompetitionThough much-anticipated Siri upgrades were expected at this year’s WWDC, Apple chose to postpone major changes, citing the need to further refine context-aware and personalized experiences. The delay highlights the pressure tech companies face as conversational AI becomes essential for seamless digital experiences and retail engagement.Source: https://www.theverge.com/apple/682984/apple-punts-on-siri-updates-as-it-struggles-to-keep-up-in-the-ai-raceAdditional Points of Interest:- Amazon announced a $20 billion investment in expanding AI and cloud infrastructure in Pennsylvania, signaling growing capital flows into enterprise AI resources.- RSM will invest $1 billion to integrate AI into its client service platforms, highlighting broader consulting and business transformation trends.- Swedish startup Lovable is in talks for a funding round valuing the company at $1.5 billion, illustrating Europe’s ambitions in AI-driven software automation.- Apple’s latest Xcode brings direct ChatGPT and AI integrations to coding workflows, aiming to boost developer productivity.- New research shows marketing teams are still exploring AI’s potential in personalization and operational gains, with predictions that AI-based shopping assistants will transform e-commerce experiences.- In the UK, the high-profile copyright lawsuit between Getty Images and Stability AI could set important precedents for how generative models can use copyrighted data for training.If you enjoyed this episode, consider subscribing for daily updates and sharing your feedback. For further read