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Aug 14, 2025

Apple said to stage big AI comeback with robots, smart home devices, overhauled Siri

Bay Area Times
Bay Area Times
Apple said to stage big AI comeback with robots, smart home devices, overhauled Siri

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Top stories today:

  1. Apple said to stage big AI comeback with robots, overhauled Siri
  2. Bullish +84% in public debut after $1.1B IPO
  3. Elon’s xAI co-founder Igor Babuschkin exits, announces VC firm
  4. Perplexity said to offer ~$1B for Brave, eye The Browser Co.
  5. Google Gemini adds ChatGPT-style memory for past chats

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0. Data and calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).

All times are ET.

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

1. Apple said to stage big AI comeback with robots, smart home devices, overhauled Siri

Representational image generated using ChatGPT.

  • Siri may get an animated Finder logo avatar on Apple’s rumored tabletop robot.

    • The robot, rumored for 2027, may have a swiveling limb to track users and extend its 7ā€ display about half a foot from the base.

    • A virtual joystick could be provided on the iPhone to move around the robot. ā€œPixar Lampā€ is the codename of the robot.

  • A separate mobile bot with wheels, similar to Amazon’s Astro, is also rumored.

  • 2026: a smart display, stripped-down variant of the tabletop robot, is rumored to arrive, lacking the arm and conversational Siri.

  • ā€œCharismaticā€, a blend of Apple TV and Apple Watch software, is said to power the smart display and tabletop robot.

  • Next spring: ā€œLinwoodā€ with an entirely new brain built around LLMs, internally called LLM Siri, will reportedly debut.

    • ā€œGlenwoodā€ to power Siri with outside AI tech is also rumored.

2. Bullish +84% in public debut after $1.1B IPO

  • The offering was upsized to 30M shares this week, with a higher price range.

  • $9.9B is Bullish’s market value, based on the outstanding shares in its filing.

  • IPO ended 20x+ oversubscribed, with ~33% of orders reportedly getting no shares.

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4. Elon’s xAI co-founder Igor Babuschkin exits, announces VC firm

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