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Hello and welcome to Eye on AI. In this edition….a dispatch from Davos…OpenAI ‘on track’ for device launch in 2026…Anthropic CEO on China chip sales…and is Claude Code Anthropic’s ChatGPT moment? Hi. I’m in Davos, Switzerland, this week for the World Economic Forum. Tomorrow’s visit of U.S. President Donald Trump is dominating conversations here. But…

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What Apple’s AI deal with Google means for the two tech giants, and for OpenAI

Apple and Google’s surprise AI partnership announcement on Monday sent shockwaves across the tech industry (and lifted Google’s market cap above $4 trillion). The two tech giants’ deal to infuse Google’s AI technology into Apple’s mobile software, including in an updated version of the Siri digital assistant, has major implications in the high-stakes battle to…

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As ‘agentic commerce’ gains, brands shouldn’t put too much faith in ‘GEO,’ an industry insider says

Hello and welcome to Eye on AI. In this edition….Google launches the ability to make purchases directly from Google Search’s AI Mode and Gemini…Apple selects Google to power an upgraded Siri…Meta announces a new AI infrastructure team…researchers use AI to find new ways to edit genes.It was another week with a lot of AI-related announcements….

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