Good morning. It’s Friday, April 25. Today we are covering:
Apple moving to make most iPhones for US in India rather than China, source says
Perplexity CEO says its browser will track everything users do online to sell 'hyper personalized' ads
Apple to Strip Secret Robotics Unit From AI Chief Weeks After Moving Siri
Secure 'quantum messages' sent over telecoms network in breakthrough
Let’s dive in
Apple moving to make most iPhones for US in India rather than China, source says
By Munsif Vengattil via Reuters
Apple plans to move all U.S. iPhone assembly to India as early as 2026, according to the Financial Times.
The shift marks a strategic pivot away from China, driven by trade tensions under President Donald Trump's trade policies.
The move reflects Apple's effort to diversify its supply chain and reduce geopolitical risk amid ongoing U.S.-China economic friction.
𝕏: Apple plans to shift the assembly of all US-sold iPhones to India as soon as next year: sources. The target would mean doubling the iPhone output in India and pivoting away from China. - Lisa Abramowicz (@lisaabramowicz1)
By Julie Bort via TechCrunch
Perplexity CEO Aravind Srinivas revealed the company’s upcoming Comet browser will track users’ online behavior beyond its app to build detailed profiles for hyper-personalized advertising.
The browser is set to launch in May and is part of a broader strategy that includes partnerships with Motorola and potential deals with Samsung, aiming to pre-install the Perplexity app on smartphones.
The move mirrors tactics used by Google, Meta, and Apple to gather user data for ads, even as Perplexity openly acknowledges the privacy tradeoffs amid rising regulatory scrutiny and distrust in Big Tech.
𝕏: Everything turns into an ad network, eventually. Advertising is capitalism’s oil. - Michael J. Miraflor (@michaelmiraflor)
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By Lauren Feiner via The Verge
Yahoo is developing its own web browser prototype and is exploring acquisition opportunities to gain a stronger foothold in search distribution.
During the DOJ’s antitrust trial against Google, Yahoo expressed interest in acquiring Chrome if the court mandates its divestiture, calling it “arguably the most important strategic player on the web.”
Yahoo estimates that buying Chrome could boost its search market share from 3% to double digits, with the deal potentially costing tens of billions, backed by owner Apollo Global Management.
Apple to Strip Secret Robotics Unit From AI Chief Weeks After Moving Siri
By Mark Gurman via Bloomberg
Apple is reassigning its secret robotics unit, removing it from the oversight of AI chief John Giannandrea amid ongoing internal AI restructuring.
The team will now report to John Ternus, Senior VP of Hardware Engineering, marking a strategic shift in how Apple integrates robotics and AI.
The move follows recent changes to Siri's leadership, signaling broader efforts to address performance concerns in Apple’s AI initiatives.
𝕏: NEW: Apple will remove its secret Robotics division from the command of its AI chief in another shake-up that follows last month’s move of Siri. The team will soon move to its hardware division. - Mark Gurman (@markgurman)
Secure 'quantum messages' sent over telecoms network in breakthrough
By Michael Peel via Financial Times
Toshiba Europe researchers successfully transmitted quantum-encrypted messages over a 254km German commercial telecom network using quantum key distribution (QKD) without relying on costly cryogenic equipment.
The demonstration marks the first large-scale QKD deployment on standard infrastructure, paving the way for practical, energy-efficient quantum-secure communication at national and international levels.
Experts highlight the breakthrough as a sustainable, scalable alternative to satellite-based systems, boosting efforts to secure sensitive data against future quantum computing threats.
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