War With Iran on Hold… But for How Long?

Apple Shares Jump On Report Next iOS Will Allow Users To Choose Rival AI Models Having appeared to be behind the game on its AI offerings for months, Apple will reportedly allow users choose from a range of outside artificial intelligence services to power features across its software, building on a strategy to turn its devices into a comprehensive AI platform. Bloomberg reports that, according to people with knowledge of the matter, Users will be able to select from multiple third-party AI models for tasks like generating and editing text and images, according...

Indian Companies Increasingly Turn To Chinese LLMs Due To "Unsustainable" US Token Bills Several weeks ago we laid out the increasingly attractive proposition for global enterprises that are Chinese LLM: 95% of the latest US frontier model capabilities and 10% of the cost. Why pay the premium, when one way or another someone will steal your IP, be it Dario Amodei or Beijing? India, it appears, agrees.  According to the NIkkei, Indian companies are increasingly leaning on Chinese large language models - developed by DeepSeek, Alibaba and Moonshot AI (the same LLMs...

The US Is Still A Decade Away From Breaking China’s Rare Earth Hold The U.S. is still at least a decade away from meaningfully reducing its dependence on China for the most critical rare earth minerals, despite billions of dollars in new investment and political pledges to move faster, according to a new report from Bloomberg. While Washington has pushed to build domestic mining, refining, and manufacturing capacity, analysts say China is likely to retain its dominance over heavy rare earths—particularly dysprosium and terbium—until at least the mid-2030s. Those minerals are essential...