🛎️ Google Takes Siri

Good Morning, AI Enthusiasts!

Something is slipping its old skin. Intelligence is becoming embodied, ambient, and unavoidable.

SIRI

Apple Chooses Gemini After AI Model Shootout

👀 What’s happening: Apple has signed a multi year deal to use Gemini as the core model behind the next version of Siri. Gemini beat out rivals from OpenAI and Anthropic after months of internal evaluation. ChatGPT remains optional, but Gemini becomes the default intelligence layer.

🌍 How this hits reality: This was not a branding choice. Apple tested for scale, latency, multimodality, and production reliability across billions of devices. Gemini already runs Android assistants and Samsung Galaxy AI. By picking Google, Apple optimized for infrastructure maturity and deployment muscle, even if it meant relying on a long time platform rival.

🛎️ Key takeaway: Gemini did not just win a contract. It won the most consequential AI bake off yet. By defeating Claude and OpenAI for Siri’s core, Google positions itself as the dominant mobile intelligence provider across ecosystems, with leverage no AI lab has previously achieved.

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The Future Just Got Physical

The Hardwire is a weekly newsletter tracking the next wave of AI-powered hardware: consumer devices, wearables, spatial computing, and the silicon shaping it all. From product launches to deep-tech inflection points, it connects what’s being built with why it matters.

Read by founders, engineers, investors, and operators who want to understand how AI escapes the cloud and enters the physical world.

If you care about where software meets atoms, The Hardwire is where the future gets wired.

R&D

Nvidia and Lilly Turn Drug Discovery Into Compute Race

👀 What’s happening: Nvidia and Eli Lilly agreed to spend up to $1 billion over five years on a joint Bay Area lab to build AI foundation models for drug discovery. The setup combines Nvidia’s BioNeMo software and early access to Vera Rubin accelerators with Lilly’s robotic wet labs. It is less a pilot and more a permanent operating model.

🌍 How this hits reality: Drug discovery timelines already stretch 10 to 15 years and cost billions per approved drug. This move shifts the bottleneck from lab throughput to compute access and model quality. Early Vera Rubin supply, with roughly five times Blackwell performance, becomes a competitive asset. Pharma R&D, manufacturing, and even commercial ops start depending on GPU allocation and AI infrastructure roadmaps.

🛎️ Key takeaway: This is pharma accepting that compute strategy now shapes pipeline strategy. If this pattern holds, drug discovery advantages concentrate around GPU access, integrated labs, and AI platforms, not just molecules or patents.

NEW LAUNCH

Claude Cowork Signals Models Absorbing the Agent Layer

👀 What’s happening: Anthropic has launched Claude Cowork in research preview, turning Claude into a persistent workplace agent with direct file access, task queues, and long running context. This arrives just as Meta has absorbed Manus, and as leading agent products like Genspark mature. The timing makes this feel less like a feature launch and more like a line being crossed.

🌍 How this hits reality: For years, the agents market assumed separation. Models at the bottom, agents on top, startups in between. Cowork breaks that stack. It bundles execution, memory, and tool access directly into the model owner’s product. Genspark and Manus built leadership by orchestrating third party models. That advantage erodes fast when the model itself ships with native agent behavior and system level permissions.

🛎️ Key takeaway: 2026 is shaping up as the year the model is the agent. Meta and Anthropic now sit inside the agent category, not beside it. For independent agents, this is not competition. It is a structural rewrite.

QUICK HITS

• OpenAI has reportedly acquired health records startup Torch for about $100 million, folding its team and technology into ChatGPT Health.
• Meta has created Meta Compute to centralize and accelerate its massive AI infrastructure and data center buildout.
• British sportswear retail leader JD Sports is launching AI shopping in the U.S., enabling purchases via Copilot, Gemini, and ChatGPT.
• Google Cloud has launched Gemini Enterprise, with Woolworths among the first adopters, upgrading its digital assistant into an agentic shopping AI.
• The Pentagon plans to deploy Musk’s Grok alongside Google’s AI across its networks, opening vast military and intelligence data to AI despite global backlash.

TRENDING

Daily AI Launches

• Atlas.new has launched an AI agent that allows anyone to build maps, run analysis, and create spatial apps without GIS expertise.
• PicKey AI has launched a visual password manager that replaces text passwords with a secure picture and 3D character combination.
• Trophy has released v1.0, an API platform for quickly adding gamification (achievements, leaderboards) with no-code tools.
• Superdesign has launched a massive collection of design prompts for UI/animation that works with any coding agent.

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• AI Secret uncovers what really matters in AI
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• Marketing Secret breaks down real growth and go-to-market playbooks
• The Hardwire explores hardware, consumer tech, and what’s coming next
• Oncely helps you discover the next wave of AI products and launches

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