Apple continues discussions with folks to partner for AI product. Will the upcoming iPad event kick off Apple’s AI strategy? Why does spending on AI seem to work for Google and Microsoft but not for Meta? Why were a bunch of Apple users signed out of their accounts this weekend? And has AI already ruined Meta’s family of apps?

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Links:

• Apple Intensifies Talks With OpenAI for iPhone Generative AI Features (Bloomberg)
• Apple Rivals Retool to Challenge the iPhone and Vision Pro (Bloomberg)
• Investors Cheer AI Spending Boom in Big Tech—Just Not at Meta (WSJ)
• The Financial Times and OpenAI strike content licensing deal (Financial Times)
• Apple users are being locked out of their Apple IDs with no explanation (9to5Mac)
• AI is making Meta's apps basically unusable (Fast Company)

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