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Tim Cook is officially off the CEO clock.
After 15 years of iPhones, Apple Watches, product launches, and probably more meetings than any human should have to attend, Cook has handed the keys to John Ternus.
And somehow, that’s only one of the interesting things that happened this week.
Here's what else happened in AI while you were busy.
Tim Cook’s 15-year Apple era comes to an end
Instagram is getting stricter about AI profiles
The US is trying to keep Chinese robots at bay
The Pentagon just got ChatGPT and Grok
Gemini Omni 1.1 Flash gets a video upgrade
Can AI replace Google? One creator put it to the test
3 AI coding tools worth trying
How to claim up to $5,000 in AWS credits
"The real goal of AI is to understand and build devices that can perceive, reason, act, and learn at least as well as we can."
— Astro Teller
The AI stocks most people aren’t looking at yet
AI does not run on headlines.
It runs on data centers.
And data centers need a lot more than chips:
Power, cooling, advanced manufacturing, networking, electrical equipment, nuclear energy, and digital infrastructure.
That is where the more interesting investor story begins.
We put together a free StockEarnings briefing that breaks down 9 public companies tied to the data-center buildout.
Inside, you will see why the AI boom may create opportunities far beyond the usual names everyone is already talking about.
The report walks through:
• The companies positioned across the data-center value chain
• Which businesses may have stronger competitive moats
• where growth catalysts could come from
• What risks investors should watch before putting capital to work
The important part is this:
AI infrastructure is becoming a real-world buildout.
That means physical assets matter.
Electricity matters.
Cooling matters.
Networking matters.
Manufacturing capacity matters.
And the companies supplying those bottlenecks may become harder for investors to ignore.
The briefing is free right now, and I’d start with the 9-stock breakdown here.
The market usually rewards investors who understand the infrastructure before the story becomes obvious.
That is the edge this report is designed to give you.
Here is the free copy.
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⚡ Meanwhile in AI
Instagram is getting stricter about AI-generated people. The platform is replacing its “AI creator” label with “AI-generated profile” and says accounts featuring AI-generated people that don't disclose it can have their reach limited, including being excluded from recommendations in Reels and Explore.
Washington is tightening restrictions around foreign-made drones and advanced robotics, citing national-security concerns. But there’s a catch: China has enormous manufacturing scale, making it difficult for US restrictions to completely separate the two ecosystems.
The Pentagon's secure AI portal now has ChatGPT Mil and Grok for Government alongside Google Gemini. The tools are being made available to roughly 3 million military and civilian personnel for controlled, unclassified work.
Google's latest Gemini Omni 1.1 Flash update gives developers more control over AI-generated video, including scene extension, first-and-last-frame interpolation, and 4K upscaling. Google says the model is now production-ready through the Gemini API and Google AI Studio.
How AI-Era Pricing Is Reshaping Finance Operations
Usage-based and hybrid pricing models are changing how B2B companies generate revenue — and creating new headaches for the finance teams behind them.
Tabs co-founder Rebecca Schwartz and PwC Partner Amit Dhir sat down to unpack exactly what that means in practice: how pricing model decisions ripple into revenue recognition, forecasting, and financial ops — and what it takes to scale without piling on manual work.
Watch the on-demand recording to get practical frameworks, real-world examples, and a clear path to operationalizing usage-based revenue — including a forward-looking take on how AI will reshape financial workflows. If your team is navigating pricing complexity heading into the back half of the year, this is worth an hour.
After 15 years leading Apple, Tim Cook has stepped down as CEO, handing the top job to John Ternus. Cook will stay on as Apple’s executive chairman, but the change marks the end of one of the longest leadership eras in the company’s history.
Ternus now takes over at a pretty interesting moment, with Apple heading into its next major product cycle and facing a rapidly changing tech landscape.
Scroll Break
One creator decided to find out, relying entirely on AI to learn three things most of us have wondered about but never properly understood: how planes fly, what Bitcoin actually is, and how Wi-Fi works.
But instead of simply asking AI for answers, the experiment tested whether it could actually teach complicated topics in a way that made sense. When plain explanations weren’t enough, the creator turned those answers into visual infographics and a social media carousel.
Watch the full experiment to see what AI explained surprisingly well, where it fell short, and whether it can really replace your next Google rabbit hole. 👀
Thank you for reading!
We hope these AI insights help you start the week strong. Don’t forget to share what you’ve learned with friends, family, and colleagues. 📚✨
For more AI updates, follow us on X, LinkedIn, and YouTube.
See you soon!
— Team AIChief
