Google CEO Sundar Pichai announced during an antitrust trial on Wednesday that Google is targeting an agreement with Apple to incorporate its Gemini AI technology into new iPhones by mid-2025.

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	Forwarded this email? Subscribe here for more Google aims to ink Gemini AI deal with Apple this year MacDailyNews Apr 30   READ IN APP   Apple Intelligence imagery on iPhone, Mac, and iPad. Google CEO Sundar Pichai announced during an antitrust trial on Wednesday that Google is targeting an agreement with Apple to incorporate its Gemini AI technology into new iPhones by mid-2025. The testimony, reported by Reuters, underscores Google’s ambition to expand its AI footprint in the competitive mobile market. Pichai’s comments come amid ongoing trade tensions and U.S. tariffs exceeding 100% on Chinese imports, which have disrupted Apple’s supply chain, particularly in China, its primary iPhone manufacturing hub. As Apple explores alternatives like India for production, a potential partnership with Google could enhance its AI capabilities, offering features like advanced image creation and text generation. This move follows reports from March 2024 on X, indicating Apple’s earlier talks with Google and OpenAI to bolster iOS 18 with generative AI. However, the proposed deal raises questions about data privacy and market competition, especially given Google’s history of multibillion-dollar agreements to secure default search status on Apple devices. MacDailyNews Take: The more AI plugins available to Apple Intelligence users at the system level, the better. While Google’s Gemini is perhaps the last AI we’d ever choose (or second to last, after Meta’s) due to privacy, bias, and other issues, the more options the better until or unless Apple can catch up and provide its own quality GenAI. We switched our main genAI use from Google’s Genesis to Grok 2 months ago because it was clearly better in multiple ways, from summarizing text to generating images. Grok 3 beta, which we are now using, is clearly a major advance. – MacDailyNews, February 20, 2025 ‎ Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you! Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post Google aims to ink Gemini AI deal with Apple this year appeared first on MacDailyNews. You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2025 MacDailyNews 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe

Apple is reshuffling the management of its government affairs and music divisions, extending a series of recent management changes at the company, Bloomberg News reports citing “people with knowledge of the matter.”

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	Forwarded this email? Subscribe here for more Apple reshuffles government affairs and music divisions MacDailyNews Apr 30   READ IN APP   Apple is reshuffling the management of its government affairs and music divisions, extending a series of recent management changes at the company, Bloomberg News reports citing “people with knowledge of the matter.” Mark Gurman for Bloomberg News: ‎ The global affairs reorganization includes adjusting management of the government teams for Europe, India, China and other parts of Asia, said the people, who asked not to be identified because the personnel moves haven’t been announced. Apple Music, meanwhile, will get a fresh leadership structure — with two co-heads reporting to Oliver Schusser, a top company vice president who previously led the unit. The organizational changes are just the latest moves for Apple this year. The company reshuffled its retail division, elevating Vanessa Trigub to global head of retail stores. Daniel DiCicco, head of retail real estate, recently left to become the chief of Louis Vuitton in China. On the product side, Apple has also reorganized its Siri and robotics divisions. As part of the government affairs revamp, the heads of Europe and Asia will now report to Lisa Jackson, a former Obama administration official and vice president who reports directly to Chief Executive Officer Tim Cook. They’ll be moved from the oversight of Nick Ammann, the vice president of global policy. At the same time, Ammann, who answers to Jackson, will see the India and China groups report to him. In the music overhaul, the group will now be overseen by longtime executive Rachel Newman as well as TikTok music veteran Ole Obermann. The two will co-manage Apple Music under Schusser. ‎ MacDailyNews Take: May all of these recent changes within Apple lead to myriad improvement! ‎ Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you! Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post Apple reshuffles government affairs and music divisions appeared first on MacDailyNews. You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2025 MacDailyNews 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe

Beyond the actual numerical figures in Apple’s Q225 earnings, investors are keenly focused on CEO Tim Cook’s remarks regarding the company’s strategy to navigate U.S.

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	Forwarded this email? Subscribe here for more U.S. import tariffs are top of mind for many Apple investors as Q2 earning loom MacDailyNews Apr 30   READ IN APP   Beyond the actual numerical figures in Apple’s Q225 earnings, investors are keenly focused on CEO Tim Cook’s remarks regarding the company’s strategy to navigate U.S. import tariffs as U.S. President Donald Trump seeks to craft reciprocal trade deals with nations worldwide. Kif Leswing for CNBC: ‎ Apple is one of the most exposed companies to Trump’s tariffs and expected retaliation. It makes about three-quarters of its overall revenue from physical goods — iPhones, Macs and Apple Watches — mostly made in China or elsewhere in Asia. And the U.S. is its largest market. Morgan Stanley analyst Erik Woodring… wants to hear what Cook and Apple finance chief Kevan Parekh have to say about how the company is mitigating supply chain and tariffs risks, if Apple will raise prices or eat costs, and the status of Cook’s relationships with Trump and Chinese President Xi Jinping. Apple hasn’t commented on the hefty tariffs Trump announced for every country in the world on April 2, but they represent a deep threat to the iPhone maker’s supply chain and sent the company’s share price down 9%.  ‎ MacDailyNews Take: The “tariff fear” scam to separate easily duped Main Street investors from their AAPL shares, driving down the price to be scooped up by more savvy investors, continues apace. Did you get in under $170 earlier this month? Analysts polled by FactSet expect Apple to report $1.62 in earnings per share on $94.19 billion in sales, an increase of nearly 4% year over year. Don’t sell. Accumulate on the dips. Profit from the ginned-up panic. ‎ Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you! Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post U.S. import tariffs are top of mind for many Apple investors as Q2 earning loom appeared first on MacDailyNews. You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2025 MacDailyNews 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe