🔍 Apple Eyes OpenAI, China Leads Clean Energy, Meta Builds AI Dream Team

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🔍 Apple Eyes OpenAI, China Leads Clean Energy, Meta Builds AI Dream Team

Plus: Satellite Internet Heats Up; Amazon Nears Robot Takeover.

Jose Montes de Oca

Jul 01, 2025

Transcript

Good morning. It’s Tuesday, Jul 1. Today we are covering:

Apple Weighs Using Anthropic or OpenAI to Power Siri in Major Reversal
China's Clean Energy Boom Could Win the Race to Power the Future
Here Is Everyone Mark Zuckerberg Has Hired So Far for Meta's 'Superintelligence' Team
Out of space: Picturing the big, crowded business of satellite internet
Amazon Is on the Cusp of Using More Robots Than Humans in Its Warehouses

Let’s dive in

Apple Weighs Using Anthropic or OpenAI to Power Siri in Major Reversal

By Mark Gurman via Bloomberg

Apple is exploring the use of AI models from Anthropic or OpenAI to power a revamped version of Siri, marking a potential shift away from its own in-house technologies.
The company has held discussions with both firms and requested versions of their large language models be trained on Apple’s cloud infrastructure for internal testing.
The move reflects Apple’s effort to reinvigorate its lagging AI strategy and could signal a major pivot in how it approaches voice assistant development.

𝕏: Apple is considering using AI technology from Anthropic or OpenAI to power Siri, sidelining its own in-house models in a potentially blockbuster move aimed at turning around its AI effort. - Mark Gurman (@markgurman)

China's Clean Energy Boom Could Win the Race to Power the Future

By David Gelles via The New York Times

China installed more wind turbines and solar panels last year than the rest of the world combined, rapidly becoming the global leader in clean energy technologies including electric vehicles, batteries, and solar manufacturing, while the U.S. prioritizes fossil fuels under the Trump administration.
The strategic competition is reshaping global markets and geopolitical alliances, as China leverages its dominance in renewables and critical materials—such as rare-earth magnets and lithium-ion batteries—to expand influence worldwide, from Brazil and Saudi Arabia to Pakistan and Kenya.
Despite the urgency of addressing climate change, the U.S. pursues a strategy focused on oil and gas exports, emphasizing energy independence and geopolitical leverage, while China's clean energy investments position it to capitalize on the global shift toward cheaper and more sustainable energy sources.

𝕏: This comparsion in the NYTimes today is pretty stark. China is racing ahead to be a high-tech exporter of 21st century technologies, while the US is doubling down on being a petro-state exporting the technologies of the 19th century - Zeke Hausfather (@hausfath)

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Here Is Everyone Mark Zuckerberg Has Hired So Far for Meta's 'Superintelligence' Team

By Kylie Robison via WIRED

Mark Zuckerberg announced Meta Superintelligence Labs (MSL), led by newly hired chief AI officer Alexandr Wang, former CEO of Scale AI, and co-led by former GitHub CEO Nat Friedman.
Key hires include top AI talent from rivals like OpenAI, Anthropic, and Google, notably Shengjia Zhao (co-creator of ChatGPT), Huiwen Chang (co-creator of GPT-4o image generation), and Jack Rae (former tech lead on Google's Gemini).
The new team, formed after Meta's $14.3 billion investment in AI, will develop next-generation AI models, merging product and research groups under the MSL umbrella.

𝕏: Mark Zuckerberg notified Meta staff today to introduce them to the new superintelligence team. The memo, which WIRED obtained, lists names and bios for the recently hired employees, many of whom came from rival AI firms like OpenAI, Anthropic, and Google. - Kylie Robison (@kyliebytes)

Out of space: Picturing the big, crowded business of satellite internet

By Khadija Alam via Rest of World

Satellite internet is booming, with companies like Starlink (5M+ customers in 125 regions), OneWeb, Project Kuiper, and QianFan racing to serve underserved areas and challenge Starlink’s dominance amid global regulatory and political concerns.
The cost and scale of deployment are immense: launching a megaconstellation can exceed $10 billion, and LEO orbit—where most satellites reside—could theoretically hold up to 12.6 million satellites, though risks of collisions are rising with 7,500+ active Starlink satellites already in orbit.
Internet satellites have a short five-year lifespan, requiring constant replenishment; in 2025 alone, SpaceX launched a Starlink rocket every three days, and over 1,200 satellites are already deorbiting or have reentered Earth’s atmosphere.

𝕏: Billions of $$$ of investment and thousands of satellites: what does the emerging internet satellite industry look like on the Earth and in space - Viola Zhou (@violazhouyi)

Amazon Is on the Cusp of Using More Robots Than Humans in Its Warehouses

By Sebastian Herrera via Wall Street Journal

Amazon is nearing a major milestone in warehouse automation, with robots poised to outnumber human workers for the first time.
The company has now deployed over one million robots across its facilities—its highest number ever and close to the current count of human staff.
This shift underscores Amazon’s long-term strategy to automate tasks previously done by people, reshaping the future of warehouse operations.

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