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Welcome back! Apple asked a federal judge for permission to search OpenAI's computers, and OpenAI answered with a blog post instead of a court filing. Anthropic hired a former California Supreme Court justice to deal with a White House that already blacklisted its technology once. The man running Codex says the tools you use today will look primitive by autumn, and Tim Cook has a plan for who pays when the new Siri gets popular.

In today's Generative AI Newsletter:

  • Apple: What does it want off OpenAI's machines?

  • Anthropic: Why does it need a judge?

  • OpenAI: What stops being good enough in three months?

  • Siri: Who pays when you use it a lot?

Apple asked a judge to search OpenAI

Apple went to court on Monday to bar OpenAI and two former employees from touching anything it calls a trade secret, and to let its lawyers and outside forensic experts inspect OpenAI's devices and accounts.

OpenAI agreed to three of Apple's five conditions. It refused the two that let Apple search its machines.

Apple says it now has serious concerns about eleven more OpenAI employees, and claims job candidates were told to bring Apple prototypes and CAD files to interviews for show and tell.

After Apple sued, several former employees now at OpenAI got in touch about returning the Apple work devices they had kept.

OpenAI fought back in public instead of in court, calling the suit careless and oddly personal. It published the email chain where Apple's own lawyers wrote to the wrong person after mixing up two Asian last names, along with the apology that followed.

Apple asked for a hearing on October 1. A judge gets to decide whether it can start opening laptops. It’s a fight over who produces the first AI-powered device that replaces your smartphone.

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Anthropic hired a judge to deal with Trump

Anthropic named Tino Cuéllar its first chief global affairs officer on Tuesday. He handles every government the company deals with.

The Pentagon blacklisted Anthropic's technology this year after a standoff over military red lines, and the company is fighting that in court. In June the Trump administration temporarily banned it from selling Mythos 5 and Fable 5 to foreigners.

Cuéllar is a former California Supreme Court justice. He was a special assistant in Obama's White House and co-chaired a task force on nuclear proliferation, which is the comparison AI people keep reaching for when they talk about governing this.

His record here is closer to home than it looks. A 2025 study he co-led fed into SB 53, California's AI law with fines up to $1 million per violation, and he has sat on Anthropic's Long-Term Benefit Trust since January.

He's stepping off that trust to take the job, so Anthropic hired someone who was already helping govern it. Now he has to sell the same company to a president who blacklisted it.

OpenAI's Codex boss gave his own product a shelf life

Tibo Sottiaux, the OpenAI executive who runs Codex, said it will seem primitive in two to three months.

He said the next generation of models needs more than your laptop. Codex already runs both ways. There's a terminal version on your machine and a web version where tasks run on OpenAI's servers.

The local half is what runs out of road. If the next models can't fit on your hardware, the terminal turns into a remote control and the compute bill lands somewhere else.

Two million views in a day. OpenAI hasn't said what ships or when.

He runs the product, so read it as a preview. Still, if you were about to buy a laptop for AI work, maybe give it a month.

The new Siri could show up on your iCloud bill

Apple has spent the AI boom not spending. It leaned on other people's models while Alphabet, Amazon, Meta and Microsoft built data centers at a scale Apple never went near, and the Wall Street Journal says Siri is what could end that.

An analyst put it to Tim Cook directly on last week's earnings call. Cook said Apple runs a hybrid setup with third-party cloud and its own data centers, and that the company has been growing operating expenses and spending quite a bit more on AI.

Then he said the part that reaches you. If people use Siri a lot, Apple expects some of them to buy up the iCloud+ stack, though he stopped short of calling it a plan and said the balance is uncertain.

You're already paying for this boom somewhere else. Apple raised iPad and Mac prices this year because memory got expensive, and Cook called it a hundred-year flood with three suppliers in the entire DRAM market.

Gross margin is guided down to 47% to 48% from 50.1%, mostly on memory.

Watch your storage plan when Siri lands this fall.

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