Top stories today:

1. Apple said to consider Anthropic or OpenAI to power Siri in major shift
2. Meta’s “Superintelligence” group announced by Zuckerberg
3. Senate pulls all-nighter on Trump tax bill with GOP divided
4. Microsoft unveils AI diagnostic tool outpassing human doctors
5. Robinhood makes tokenized U.S. securities available in Europe

0. Data and calendar

Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):

1. Apple said to consider Anthropic or OpenAI to power Siri in major shift

• Anthropic’s Claude appeared most promising for Siri, Rockwell and other executives concluded after multiple testing rounds.

• Apple’s AI team is operating with high uncertainty and lack of clarity, sources said.

• Already approved a multibillion dollar budget for 2026 to run its own models via the cloud.

• ~100-person team is developing Apple’s own models.

• +2% in Apple stock following the reversal news.

3. Meta’s “Superintelligence” group announced by Zuckerberg

• Scale AI co-founder Alexandr Wang will lead the Meta Superintelligence Lab (MSL) as the chief AI officer.

• Nat Friedman, the ex-GitHub CEO, will “partner with Alex to lead” the group, Zuckerberg said in a memo.

• Will spend “hundreds of billions” on AI projects and research in the years to come, Zuckerberg said.

• Will include Meta’s existing teams focused on LLMs.

• 11 new hires for the group have also been announced, including AI experts from OpenAI, Anthropic, and Google.

4. Senate pulls all-nighter on Trump tax bill with GOP divided