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

0. Data and calendar

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

• 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 7” display about half a foot from the base.

  • A virtual joystick could be provided on the iPhone to move around the robot. “Pixar Lamp” 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.

• “Charismatic”, a blend of Apple TV and Apple Watch software, is said to power the smart display and tabletop robot.

• Next spring: “Linwood” with an entirely new brain built around LLMs, internally called LLM Siri, will reportedly debut.

  • “Glenwood” 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.

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