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- Apple Unveils Major App Store Overhaul In EU
Apple Unveils Major App Store Overhaul In EU
ICE’s new facial recognition app sparks privacy fears, senators clash over Iran intel leak and Google preps Gemini to fully replace Assistant.
Welcome back to your daily memorandum talking tech, business, AI, markets, and more. 🗞️
In today’s edition, we are tackling the following:
🍏 Apple will allow external app links and third-party stores in the EU.
📵 Japanese court bans Pixel 7 over LTE patent violation claims.
🖥️ Microsoft retires Blue Screen of Death after nearly 40 years.
🧠 Meta poaches top OpenAI talent to boost AI reasoning models.
📱 Gemini is set to control Android apps and replace the Assistant fully.

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TECHNOLOGY
Apple Announces Sweeping App Store Changes in the EU
Apple will allow third-party app marketplaces and external links in the EU to comply with the Digital Markets Act.
Developers gain discretion over link designs with optional disclosure prompts for users.
New tiered fees replace the flat Core Technology Fee, while existing payments focus on external platforms only.
Google Pixel 7 Series Banned From Sale in Japan After Patent Ruling
A Japanese court ruled that Pixel 7 smartphones violate Pantech’s LTE signal-mapping patents, banning their sale.
Google faces potential injunctions on Pixel 8 and 9 models as the patent owner seeks broader enforcement.
Sales bans affect Japan’s second-largest smartphone brand and may disrupt future market momentum.
Microsoft Replaces Iconic Blue Screen of Death With Black Screen
After nearly 40 years, Windows 11 will display a streamlined Black Screen of Death, removing QR codes and sad faces.
The updated screen lists stop codes and faulty driver info to help users diagnose issues without dumping crash logs.
A Quick Machine Recovery feature launching later this summer aims to swiftly restore unbootable PCs.
BUSINESS
Meta hires key OpenAI researcher to work on AI reasoning models
Trapit Bansal leaves OpenAI to join Meta’s superintelligence lab, boosting its reasoning model capabilities.
Bansal previously spearheaded OpenAI’s reinforcement-learning efforts and foundational o1 reasoning model work.
His move follows Meta’s aggressive recruiting of top talent using lucrative offers and deep-pocketed incentives.
US stock futures rise as chips gain and Micron results precede GDP data
U.S. stock futures tick higher, driven by strength in chipmakers ahead of Micron earnings and upcoming GDP figures.
Tech sector support comes from recent chip demand and upbeat guidance, offsetting broader economic caution.
Investors await GDP data and Fed commentary to confirm if growth momentum and policy outlook align.
FT analysis on AI industry investment and regulatory trends
The article explores AI growth exuberance, contrasting investment hype with unrealized revenues.
FT calls for nuanced policy and governance structures to manage AI’s financial and societal implications.
It highlights pressure on firms to balance innovation with responsibility amid mounting regulatory scrutiny.
MARKETS
S&P | 611.87 | +0.74% |
---|---|---|
NASDAQ | 546.22 | +0.89% |
Dow | 433.93 | +0.91% |
10-Year | 4.28% | ↓0.14 pp |
Bitcoin | 107,467 | –0.37% |
Gold | 3,324.22 | –0.04% |

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WORLD
ICE Is Using a New Facial Recognition App to Identify People, Leaked Emails Show
ICE is deploying a mobile app called Mobile Fortify that identifies individuals using facial and fingerprint data via CBP’s border database.
The app allows agents to scan people in the field and compare images against government-collected border-entry photos.
Use of the tool inside the U.S. raises concerns over privacy, legal authority, and unregulated biometric surveillance.
North Korea to Open Beach Resort as Kim Jong Un Eyes Tourism
North Korea will debut its Wonsan-Kalma coastal resort on July 1, featuring hotels, a water park, and a 20,000-person capacity.
Initially limited to domestic tourists, with Russian group access possible in early July; foreign tourists remain restricted.
The opening reflects Kim Jong Un’s push to diversify the economy via tourism, despite ongoing sanctions and isolation.
Senators Receive Delayed Iran Briefing as Trump Threatens Media Coverage
Classified briefing on U.S. strikes in Iran resumed amid partisan clashes over leak responsibility and intelligence transparency.
Trump pressures Republicans to pass his ‘big, beautiful bill’ and accuses Democrats of leaking info on Iran’s nuclear sites.
Debate intensifies over U.S. strikes' effectiveness, with sharp divisions between GOP and Democrats on oversight and communication.
A Billion Years of Evolution in a Single Afternoon — George Church
George Church explains how falling sequencing costs and AI tools enable breakthroughs in aging, de-extinction, and biology.
He forecasts that aging could be reversed by 2050 using cell therapies, CRISPR, and multiplexed experiments guided by predictive models.
Church warns of risks like weaponized synthetic organisms emerging from increasingly accessible bioengineering platforms.
Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens?
Investors debate Navan’s IPO timing and Canva’s strategic delay amid changing late-stage funding and liquidity landscapes.
Topics include Meta’s recruitment of Nat Friedman and Daniel Gross, and Zuck’s $100B bet on AI leadership.
The episode critiques SaaS valuations, IPO readiness, and the tension between market hype and long-term revenue fundamentals.
Multi-Agent AI, Open Protocols & Startup Acceleration with Saurabh Tiwary
Google Cloud’s Saurabh Tiwary introduces new frameworks like ADK and A2A for interoperable AI agent collaboration.
The episode explores how multimodal agent inputs will accelerate automation across business functions and startup workflows.
Open standards and cross-platform protocols are positioned as key to scaling multi-agent systems in enterprise AI.
FUTURISM
Google Preps Gemini to Replace Assistant and Control Android Apps
Starting July 7, users can have Gemini manage Phone, Messages, WhatsApp, and utilities regardless of the Apps Activity setting.
Device functions remain optional, and chats are not used to train AI if Apps Activity is off.
Conversations are retained for 72 hours for security, while Gemini positions itself to fully replace Google Assistant this year.
Google Launches Doppl, Virtual Outfit-Try On App
Doppl lets users upload a full-body photo and overlay outfit images to generate virtual try-on videos.
Available now on iOS and Android in the U.S., offering a standalone, interactive AI shopping experience.
The app builds on Google Shopping tech, aiding data gathering on virtual apparel fitting and style preferences.
CoreWeave CEO Becomes Deca‑Billionaire as AI Cloud Services Surge
CoreWeave’s IPO and 300% stock surge boosted CEO Michael Intrator’s net worth to ~ US$10 billion in just three months.
The cloud GPU provider serves Microsoft, OpenAI, and Nvidia, though it holds $8.8 billion in debt against its crypto-mining roots.
Revenue hit nearly $1 billion in Q1, but concerns remain around debt levels and continued investor appetite for AI infrastructure.

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EXTRAS
India Pushes Power Distributors to Speed Up Clean Energy Deals
India’s power ministry proposes mandating distributors seek regulatory approvals within 30 days of signing clean‑energy deals.
Developers gain an extra buffer if approvals exceed 60 days post-application or 120 days post-agreement to prevent project delays.
The draft aims to accelerate deployment toward India’s 2030 target of 500 GW renewable capacity, addressing widespread land hurdles.
YouTube Tests AI‑Powered Search Carousel for Premium Users
A new AI search feature surfaces a top video clip, thumbnails, and generated response for queries in travel, shopping, and local topics.
Currently available to select U.S. YouTube Premium users on iOS and Android, the trial runs through July 30, 2025.
Also expanding its conversational AI tool, letting non-Premium users ask questions about video content.
EU and U.S. Officials Outline New Trade Deal Framework
The EU received a draft proposal from U.S. officials detailing a potential trade agreement framework benefiting both markets.
Key points include reduced tariffs, tightened digital trade rules, and enhanced support for clean‑tech ties amid climate diplomacy.
The outline sets the stage for formal discussions, but both sides underline the need for domestic approvals before any deal is finalized.
AND MORE
Meta rolls out ‘Zuck Bucks’ to attract top AI talent.
Chinese chipmaker Biren plans Hong Kong IPO.
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Bloomberg warns of copyright risks for AI tools post-Anthropic ruling.
Salesforce says AI handles 30% of internal work operations.
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DeepSeek delays release amid performance concerns.
CoreWeave CEO enters ultra-rich ranks after 300% stock surge.

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