Welcome back to your daily memorandum talking tech, business, AI, markets, and more. 🗞️

In today’s edition we are tackling the following:

🍎 Apple adds AI and Spatial Gallery to Vision Pro in major visionOS updates.
🧠 Amazon reveals Nova Act, an AI agent that uses a browser to complete tasks.
💊 DeepMind’s Isomorphic Labs raises $600M to accelerate AI-driven drug discovery.
💸 France fines Apple €150M for giving its own ad system an unfair advantage.
🌍 7.7-magnitude quake devastates Myanmar as China and others step in with aid.

TECH

• Apple releases visionOS 2.4 with Apple Intelligence, Spatial Gallery app, and more

  • Apple adds personalized AI features to Vision Pro, enabling brighter in-app responses and system-level intelligence.

  • The new Spatial Gallery app lets users explore immersive 3D imagery in curated themes like travel, nature, family moments, and daily life.

  • The update also introduces iPhone pairing support, allowing remote installations and smoother onboarding for guest users and families.

• Amazon unveils Nova Act, an AI agent that uses a web browser

  • Nova Act is an autonomous agent that performs real-world tasks online like shopping, booking, and scheduling using a standard web browser.

  • It’s Amazon’s response to the race for intelligent AI agents and will power more complex commands inside future Alexa products.

  • Developers can now experiment with Nova through a research preview that showcases real-time task execution across websites.

• Isomorphic Labs lands $600 million from Google and Thrive Capital

  • The DeepMind spinout raised $600M to accelerate its AI-driven drug discovery platform and bring new medicines into clinical trials.

  • Backed by Thrive, GV, and Alphabet, the company is targeting faster design of drug molecules through generative AI technologies.

  • Strategic deals with Novartis and Eli Lilly position Isomorphic as a rising force in AI biotech innovation and pharma disruption.

BUSINESS

• France fines Apple €150 million over iOS data consent rules

  • Apple was fined for favoring its own ad services by requiring third-party apps to request user tracking consent differently.

  • French regulators said the design of Apple’s App Tracking Transparency gave it an unfair advantage over rival advertisers.

  • Apple must publish a notice about the penalty on its website but doesn’t have to change how its system currently operates.

• Apple and Elon Musk Are on a Collision Course Over Satellite-Cell Service

  • Apple’s satellite texting feature via Globalstar is clashing with Musk’s Starlink plans to beam cell service from space.

  • Both companies aim to deliver global coverage, setting up potential regulatory and spectrum conflicts in the future.

  • Starlink’s deal with T-Mobile and Apple’s quiet expansion is accelerating competition in next-gen mobile connectivity.

• BlackRock’s Larry Fink warns of global uncertainty and rising protectionism

  • Fink’s annual letter spotlights tariff risks, tighter markets, and signs of an increasingly protectionist global investment landscape.

  • He called for better access to private markets for everyday investors and more support for long-term infrastructure projects.

  • Fink also emphasized energy security, suggesting nuclear power and reduced red tape for new development are now essential.

CONTENT

• $100M founder predicts what will be big in 5 years

  • Justin Mares highlights emerging markets like pet longevity, home health tech, and personalized gut-skin diagnostics as future winners.

  • He emphasizes toxin testing, functional wellness products, and wearables to shift health from reactive to proactive approaches.

  • Natural fibers, vaccine skepticism, and scalable wellness brands will define health innovation and consumer behavior long term.

• Putin, Zelenskyy, Trump, Israel, Netanyahu, Hamas & Gaza | Lex Fridman Podcast

  • Murray critiques the moral narratives around global conflicts, arguing the West struggles to defend liberal democratic values.

  • He explores Trump’s diplomacy, Putin’s ambitions, and shifting global allegiances in the context of Israel and Hamas.

  • Themes of death cult ideology, corruption, and Western decline frame his analysis of modern geopolitical confrontation.

• Transform Your Mental Health With Diet & Lifestyle | Dr. Chris Palmer

  • Dr. Palmer links metabolic dysfunction and mental illness, emphasizing mitochondria as the biological root of brain disorders.

  • He promotes ketogenic diets, fasting, and supplements like creatine and urolithin A to improve long-term brain health.

  • The episode critiques ultra-processed food and highlights biomarkers that influence depression, ADHD, and schizophrenia.

WORLD

• Marine Le Pen was barred from running for the French presidency in 2027

  • A Paris court convicted Le Pen of embezzling EU funds and imposed a four-year sentence with two years suspended.

  • She also received a five-year ban from public office, effectively ending her chances to run in the 2027 election.

  • Allies like Trump and Musk condemned the ruling, while critics view it as a defense of democratic accountability.

• Myanmar earthquake: China and others step in to aid gap left by Trump cuts

  • A 7.7-magnitude earthquake devastated central Myanmar, killing more than 1,700 and leveling homes, schools, and hospitals.

  • Countries like China, India, Russia, and the UK rapidly deployed rescue crews and humanitarian assistance on the ground.

  • U.S. response was delayed due to Trump-era cuts to foreign aid, reducing America’s disaster relief capabilities abroad.

• Trump's reciprocal tariffs will overturn decades of trade policy

  • Trump introduced new tariffs on a 'dirty 15' list of nations, demanding equal treatment for American exports abroad.

  • The move breaks with decades of global trade consensus and has sparked concern among economists and foreign leaders.

  • Experts warn of higher prices for U.S. consumers and retaliatory tariffs that could fuel inflation and trade tension.

AND MORE…

• OpenAI plans to release a new ‘open’ AI language model in the coming months

  • OpenAI will launch an ‘open’ model soon, the first of its kind since GPT-2, enabling more transparent development access.

  • Developers can use the model’s pre-trained weights for customization, though full training data or code won’t be provided.

  • OpenAI will host global dev events to preview the model and gather feedback from the broader AI research community.

• Oracle is under fire for its handling of separate security incidents

  • Oracle faces scrutiny after two security breaches, including a major incident involving patient data at its health unit.

  • Legacy server vulnerabilities may have exposed sensitive information, though Oracle has shared a few specifics with clients.

  • Hackers are reportedly extorting affected hospitals, raising transparency concerns about Oracle’s breach response process.

• Microsoft expands AI features across Intel and AMD-powered Copilot Plus PCs

  • Microsoft is rolling out AI features like Paint Cocreator and Live Captions to Copilot Plus PCs beyond Qualcomm chips.

  • Live Captions translate spoken language into real-time English subtitles, boosting accessibility across hardware platforms.

  • AI-powered tools in Photos now support image generation and editing on Intel and AMD systems for the first time.

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