Linked List: July 15, 2026

Wednesday, 15 July 2026

Gurman on OpenAI’s Upcoming Hardware Product: ‘Movable, Screenless Speaker Built as AI Companion’ ★

Mark Gurman, reporting for Bloomberg:

OpenAI believes the product’s defining feature will be its personality and ability to connect on a humanlike level with users. The speaker incorporates mechanical elements that can move on their own, creating a sense that it is alive and not just an object responding to commands. The machine also will draw on personal information such as emails to better understand its owner.

The goal is for the device to feel like a companion and become a physical manifestation of OpenAI’s ChatGPT. Still, the exact plans could change as the company works through the development and legal process. [...]

Another central difference is that the device includes a rechargeable battery, allowing it to be carried from room to room throughout the day. A user could bring it into the laundry room while doing chores, move it into the kitchen for cooking assistance, and later place it in a living room or bedroom to have it play music. It can also remain plugged into a single room if the customer chooses.

This description doesn’t sound compelling at all to me. If it’s able to move at all, then it ought to be autonomous. Star Wars-style droids are, in my opinion, the end game here. That’s ambitious though. I don’t think either AI or robotics are there yet. But if it can’t move itself, it needs to be wearable, not luggable.

No one wants a companion they need to lug around.

Eric Seufert: ‘Did Apple Just Signal a Third-Party Expansion of Apple Ads?’ ★

Eric Seufert, Mobile Dev Memo:

The new language could simply accommodate the availability of Apple-owned services on the web and through third-party devices and operating systems; the Apple TV app, for instance, is available on smart TVs, streaming devices, and game consoles. But the addition of “other properties” is conspicuously broad and appears to give Apple the contractual latitude to distribute ads beyond its own services entirely. This would allow for a material expansion of the company’s advertising surface area.

Further, if Apple does indeed plan to expand Apple Ads to third-party surfaces, it would explain why the company did not reveal an update to its AdAttributionKit (AAK, formerly SKAdNetwork, or SKAN) attribution framework at this year’s WWDC.

That would be one way to go.

Apple Updates Advertising Services Policy With New Rules for Ads in Maps ★

Sarah Perez, TechCrunch:

In a newly published Apple Advertising Services policy, effective as of July 14, 2026, the iPhone maker shares its rules for advertising on Apple Maps. Notably, it prohibits the broad category of home services businesses, like plumbing, electrical, locksmith, HVAC, pest control, roofing, and general contracting services, among others. [...]

The broader policy also prohibits deceptive or profane ads, political ads, and ads featuring weapons, violence, controlled substances, defamatory material, and more.

Although Apple may expand to other ad categories over time, its initial approach positions Maps and its ads as a more curated, navigation-focused product, rather than an extension of a web search engine.

The easiest way to keep scammy and predatory ads out of Apple Maps would be, you know, not to sell ads in Apple Maps.

Apple Intelligence OK’d to Launch in China, Using AI Models from Baidu and Alibaba ★

Ben Jiang, reporting from Beijing for the South China Morning Post:

Chinese regulators have granted Apple a long-awaited licence to roll out its artificial intelligence service on iPhones in the country, with Alibaba Group Holding and Baidu serving as technical partners.

The Cyberspace Administration of China (CAC), the country’s internet watchdog, published a notice on Wednesday confirming the licence for Apple Intelligence — the AI feature used to summarise emails, draft reports, edit images and perform other tasks. It was granted alongside six other smartphone-based AI services, including those for Samsung and Huawei Technologies.

An Alibaba representative told the South China Morning Post on Wednesday that its Qwen large-language model would “be integrated into Apple Intelligence experiences within iOS, iPadOS, macOS and visionOS for users in China”. This would allow users to access the model’s capabilities such as text and image generation, the representative said. Alibaba owns the South China Morning Post.

A Baidu representative also told the SCMP on Wednesday that it was working with Apple to develop AI features for Apple Intelligence in China.

This isn’t about Siri AI, announced last month at WWDC for iOS 27 — this is the initial approval for Apple Intelligence, which was announced two years ago and rolled out in iOS 18. It’s unclear in any of this coverage today whether this is a green light for Siri AI this year too.