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Markets2026-07-25 · source-backed
Cognition acquired The Interaction Company of California, maker of the messaging-native assistant Poke, in a deal valuing it in the low nine figures. Poke launched March 2026 across iMessage, SMS, Telegram and WhatsApp, processed over 100 million messages in three months, and became the first AI agent approved for Apple's Messages for Business in June. Co-founder Marvin von Hagen floated Poke eventually orchestrating multiple Devin sessions and carrying memory across them. Read this next to Claire Vo's intelligence-overhang argument: two independent parties concluding within a week that personality and interaction are the contested axis.
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Apple filed a 41-page complaint July 10 in the Northern District of California against OpenAI, its hardware subsidiary io Products, Chief Hardware Officer (ex-Apple VP) Tang Tan, and former engineer Chang Liu, alleging systematic theft of on-device AI and silicon trade secrets...
SpaceXAI released Grok 4.5 on July 8, and for once the vendor hype and the third-party numbers point roughly the same direction. Musk called it "roughly comparable to Opus 4.7, but much faster." Priced at $2 per million input tokens and $6 per million output, that's over 60% b...
Bloomberg reports the new valuation is predicated on hitting $1B annualized, up from a $492M run rate in May, with usage growing 50% month-over-month and Mercedes-Benz, NASA and Goldman Sachs as enterprise customers. Scott Wu positions Devin at "long-tail grunt-work that many...
On Apple's fiscal Q3 call, Cook said the LLM-powered Siri rebuild will have paid tiers: "there will be people that want to use it a lot, and so we will have some kind of upgrade possibilities on iCloud+, where people can buy up the stack." Apple reported $111.2B revenue and a...
TechCrunch reports the July 23 macOS and Windows rollout, built on ChatGPT-Live. It drives ChatGPT Work and Codex, so you can direct several agents simultaneously by voice, and macOS "Appshots" let it read the frontmost window including alt-text. Global rollout to Plus, Pro, B...
TechCrunch toured Amazon's Trainium lab. Trainium2 is now a multi-billion dollar business growing 150% QoQ with 1.4M chips deployed. Anthropic runs Claude on over 1 million. Apple is testing Trainium. AWS custom silicon is the first structural threat to NVIDIA's near-monopoly....
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