Day Lila

Information Technology · Sunday, 20 September 2026

01 Briefing what happened

Apple's new Mac software has no switch to turn off its AI. It went out to every supported Mac on Monday.

Information Technology 57 sources

Apple shipped iOS 27 and macOS 27 Golden Gate with a rebuilt Siri, fixed a record 326 security flaws between them, and quietly dropped the setting that let Mac owners delete Apple Intelligence from their disk.

204

security flaws fixed in macOS 27 Golden Gate

iOS 27 fixed 122 the same day, and both are company records [13]

974

flaws Microsoft patched in September, its biggest release ever

it then shipped an emergency update because that patch broke Remote Desktop [18]

157,000

US chipmaking jobs that may go unfilled by 2030

only 3 per cent of US engineering graduates enter the industry each year [23]

$60 of $9.99

a month for AI on five home cameras, against one

Apple puts the feature on one camera at the $9.99 tier and five at $59.99 [14]

The lead story — what happened

  • Apple released iOS 27, macOS 27 Golden Gate, iPadOS 27, watchOS 27 and visionOS 27 on Monday 14 September. [2]
  • The headline feature across all of them is Siri AI, the rebuilt voice assistant Apple first promised in 2024 and then delayed. [3] Apple's new chief executive John Ternus called it personal intelligence that is actually personal. [9]
  • On the Mac there is no longer a switch to turn Apple Intelligence off and delete its models from the disk. macOS 26 had one. [1]
  • Apple says the new Siri runs on models it built with Google, the company behind the Gemini AI models. Harder requests go to Apple's own servers. [5]
  • Siri AI is a beta, English only, and a reviewer at Wirecutter describes the feature itself as opt-in. [6] Apple says French, Japanese, Korean, Portuguese and Spanish follow in October. [2]
  • It is not available in the European Union at launch, and it is on hold in China while Apple works through the rules there. [2]
  • iOS 27 installs on iPhones going back to the 2019 iPhone 11 [2][12], but the new Siri needs an iPhone 15 Pro or newer. [2]
  • macOS 27 is the first Mac release since the mid-2000s that will not run on any Intel Mac. [1]
  • The same updates fixed 122 security flaws in iOS 27 and 204 in macOS 27, both company records. [13]
  • Apple says apps now open up to 30 per cent faster and AirDrop transfers are almost twice as quick. [11]
  • On the Mac, Siri can read whatever window you are looking at, and Spotlight search can now run Shortcuts. [7] It can also build a Shortcut from a written description and search old emails for context. [4] On the iPhone it can answer questions about what the camera is pointed at. [8]
  • Apple also put AI video summaries for home security cameras behind iCloud+ tiers costing up to $60 a month. [14]
What changed for Mac owners on 14 September, as found by the Ars Technica reviewer.

Who is involved

  • Apple

    the company that makes the iPhone and the Mac; it shipped the new software and removed the Mac's AI off switch

  • Craig Federighi

    Apple's senior vice president of software engineering; he announced the release in June

  • Google

    the search company that also builds the Gemini AI models; Apple says Siri's new models were built with it

  • The European Commission

    the European Union's executive, which writes its digital rules; Siri AI is not available in the EU at launch

How it unfolded

  1. June Apple shows Siri AI at its developer conference
  2. Mon 14 Sep iOS 27, macOS 27, iPadOS, watchOS and visionOS all ship
  3. Same day the updates fix 122 flaws on iPhone and 204 on Mac
  4. Tue 15 Sep Apple adds Apple TV and Apple Arcade to iCloud+ in over 100 countries
  5. Fri 18 Sep the iPhone 18 Pro reaches shops
  6. October Siri AI is due in French, Japanese, Korean, Portuguese and Spanish

Where this points

Siri AI is still a beta, English only, and absent in the European Union and China, so the test is whether Apple ships the five promised languages in October as it said it would.

What is pushing on the whole day

The bar and the word are our reading of how hard each one is pushing today. The arrow is where it is heading. The evidence is in the stories below.

AI you cannot remove Building

Apple deleted the setting that let Mac owners remove its AI models. [1] Meta put Muse, its assistant that can act on your machine, onto the Mac desktop. [37] Anthropic merged Cowork, a separate workspace for long jobs, into ordinary Claude chats. [32]

Software flaws piling up High

Microsoft patched 974 flaws this month and then had to ship an emergency fix. [18] A GitLab flaw scored the maximum 10.0 was being probed four days after its patch landed. [21] Recorded software flaws this year passed 66,401, against 33,512 by the same date last year. [20]

Too few chip workers Building

US chipmakers face up to 157,000 unfilled jobs by 2030, a McKinsey and SEMI Foundation report says. [22] Only 3 per cent of US engineering graduates go into chipmaking. [23] Applied Materials, which makes the machines that make chips, said its $5bn India plan is partly about growing staff there. [26]

Tech money going private Building

OpenAI is weighing new funding at $1.5 trillion, above the $1.2 trillion investors offered. [31] Michael Dell's family office is taking the insurance broker Baldwin Group private for $7.7bn to fund AI work away from quarterly earnings. [50] Waystar, which sells hospital billing software, has hired a bank to explore a sale after a 24 per cent share slide. [39]

The rest of the day

35 more stories on this beat.

Each with its own sources. None of these is a link to the story above.

  1. 02

    Hackers pull down a Flock camera

    A hacker collective called stegan0gram tore a Flock Safety camera off a roadway in the United States and copied almost everything inside it. [15] Flock sells automatic licence plate readers to American police and says its cameras are protected by encryption held on the device. [16] The hackers found that key on an unencrypted part of the storage and used it to unlock thousands of recorded vehicle detections. [17] They shared the files with 404 Media, WIRED and the group Distributed Denial of Secrets. [15]

    How many images one Flock camera took of a single passing car, from the recovered logs.

    Why it matters — It is the first detailed public look inside a system that watches American roads, and it shows the software on the camera detects people and bicycles, not only number plates. [16]

  2. 03

    One camera, 1.6 million images

    The recovered logs cover about 21 days from a single Flock camera. [17] In that time it photographed roughly 50,200 vehicles and produced about 1.6 million images, with 4,454 vehicles on its busiest day. [17] The camera runs about 20 apps built by Flock on a processor similar to a mid-range phone, handling motion detection, photography and remote updates. [17] Reading the plate and working out a car's make and colour appears to happen later, on Flock's own servers. [17]

    21 of 100

    days of logs recovered

    Twenty-one days of one camera's activity were readable in the copied data.

    Why it matters — It puts a number on what one roadside box collects, and WIRED calls the look inside this system unprecedented. [16]

  3. 04

    Two lawmakers move on plate readers

    On 16 September, the same day the Flock findings were published, two members of the US Congress announced a bill. [17] It would push American states to restrict Flock cameras and other automatic licence plate readers. [17] The move follows a wave of direct action: people across the United States have been arrested for tampering with or destroying the cameras, and some towns have dropped Flock altogether. [15] One police department built a fake 3D-printed camera case to catch vandals. [15]

    Why it matters — It is the first national legislative response to a surveillance network that grew town by town, without any single decision to build it.

  4. 05

    Microsoft breaks Windows, then fixes it

    Microsoft's September update patched nearly 1,000 flaws, its biggest ever, and broke several things on the way. [18] Remote Desktop, the tool office workers use to log into a computer somewhere else, failed across several Windows versions, and Microsoft Management Console and File Explorer could freeze with it. [19] Some USB audio devices lost sound, and a fix for an Excel flaw made pasting fail silently with no error message. [19] Microsoft shipped an emergency out-of-band update days later. [18]

    Why it matters — Emergency Windows updates used to be rare and there have now been several this year, which is what a release too large to test properly looks like from outside. [18]

  5. 06

    Recorded software flaws have doubled

    Researchers have logged 66,401 confirmed software flaws so far this year, against 33,512 by the same date last year and 25,000 in the whole of 2022. [20] The count comes from Jerry Gamblin of Empirical Security, who runs the tracking project cve.icu. [20] Oracle shipped 1,448 patches in July against 309 in July 2025, and two Chrome releases in June carried 1,072 fixes between them, more than the previous 23 releases combined. [20] Mozilla found 271 Firefox flaws in a single hunting sprint using an Anthropic model. [20]

    Confirmed software flaws recorded by the tracking project cve.icu.

    Why it matters — AI is now very good at finding flaws and not yet good at writing the patches, so the work lands on the same human security teams and unpaid open-source maintainers as before. [13][20]

  6. 07

    A maximum-score GitLab flaw is under attack

    GitLab, the service many companies use to store and manage their source code, patched a flaw rated 10.0, the highest score on the standard severity scale. [21] The bug let an attacker read files straight off a GitLab server without logging in first, on a system that usually holds source code, configuration files and passwords. [21] GitLab shipped fixes on 10 September and told anyone running their own copy to upgrade at once. [21] Within days the security firm watchTowr was seeing attackers probing for it. [21]

    Why it matters — GitLab's own hosted service is already patched, so the risk falls on organisations running their own installation, which are exactly the ones slowest to update. [21]

  7. 08

    America is short 157,000 chip workers

    The United States could have up to 157,000 unfilled semiconductor jobs by 2030, according to a report from McKinsey and the SEMI Foundation. [22] Only 3 per cent of American engineering graduates who take engineering jobs go into chipmaking each year, and 73 per cent of chip employers say engineering roles are hard to fill. [22] This is happening during the fastest chip factory build-out in US history, with TSMC and Intel already producing in Arizona and Samsung starting in Taylor, Texas, later this year. [22] Micron has run one-day hiring sprints at South Korean universities. [22]

    3 of 100

    of every 100 US engineering graduates go into chipmaking

    The McKinsey figure behind the shortfall. The other 97 go elsewhere.

    Why it matters — Factories are being financed and built faster than anyone is training the technicians to run them, and a fab with no staff makes no chips. [23]

  8. 09

    Data centres offer to turn themselves down

    Nvidia, Google and the startup Emerald AI have launched the AI Energy Management Alliance, joined by Anthropic and utilities including National Grid, Constellation and NRG Energy. [24][25] The offer is that data centres cut power at the grid's busiest hours, and electricity companies connect them faster in return. [24] New US data centres can wait a decade or more for a connection, because utilities size the grid for the hottest afternoon of the year. [24] Emerald AI's chief Varun Sivaram says flexibility could free up 100 gigawatts. [24]

    Why it matters — Factories have done this for decades in exchange for payments; the difference is that these buildings are asking to be paid in queue position instead of cash. [25]

  9. 10

    Applied Materials puts $5bn into India

    Applied Materials, one of the world's largest makers of the machines that make chips, said it will invest $5 billion in India, at a government chip event opened by Prime Minister Narendra Modi. [26] India has committed more than $21 billion across two chip incentive schemes and approved twelve projects in five years. [26] Three packaging plants are running, including one built by the American memory maker Micron, but no large Indian fab has yet produced a chip. [26] Tata Electronics' $10 billion plant in Gujarat, the flagship, is nearly two years behind. [26]

    Why it matters — India's chip consumption is forecast to reach as much as $110 billion by 2030, up from about $45 to $50 billion in 2025, which is the market the money is chasing. [26]

  10. 11

    Nexperia will make chips in India with Tata

    Nexperia, the Dutch chipmaker whose basic components sit inside most cars, agreed a partnership with India's Tata Electronics covering chip production and packaging. [27] Nexperia's power transistors would be made at Tata's plant in Dholera, Gujarat, which is still under construction, and assembled and tested at Tata's packaging site in Jagiroad, Assam. [27] Neither side disclosed financial terms. [27] Dutch authorities stripped Nexperia's Chinese parent Wingtech of control last year, and a Chinese court has since frozen about $300m of Nexperia's assets. [27]

    Why it matters — Nexperia is building a manufacturing base outside both the Netherlands and China while two governments fight over who controls it. [27]

  11. 12

    Grab buys Atome for $1.49bn

    Grab, the ride-hailing and food delivery company that operates in more than 900 Southeast Asian cities, is buying 60 per cent of the lender Atome Financial for $1.49 billion in cash. [28] Atome offers buy-now-pay-later credit, letting shoppers split a purchase into instalments. [28] Grab will buy the remaining 40 per cent about two years later, at a price tied to Atome's earnings, valuing it between $2 billion and $4.5 billion. [28] Grab's president Alex Hungate said buying it lets the company skip years of building credit models and absorbing the losses that takes. [28]

    Why it matters — Grab already runs licensed digital banks in Singapore, Malaysia and Indonesia, so a lending business becomes another button inside an app people open for rides. [29]

  12. 13

    Saudi lender Tabby valued at $6.5bn

    Tabby, a Saudi-headquartered company that lets shoppers pay in instalments, raised $233 million from existing investors at a $6.5 billion valuation. [30] The round was led by Blue Pool Capital, a Hong Kong investment firm backed by Alibaba co-founder Joe Tsai, with HSG, Wellington Management and Arbor Ventures joining. [30] Abu Dhabi's sovereign wealth fund Mubadala is already an investor. [30] Tabby is expanding from instalment credit into broader financial services in Saudi Arabia and the United Arab Emirates. [30]

    Why it matters — Grab made the same kind of move in Southeast Asia the same week, buying an instalment lender to put credit inside an app people already use. [28]

  13. 14

    OpenAI wants to be worth $1.5 trillion

    Investors approached OpenAI offering to invest at a $1.2 trillion valuation, and the company thinks it should be worth at least $1.5 trillion. [31] OpenAI points to demand for its coding tool Codex and its newest models, and says it generated more than $40 billion in annualised revenue last month, roughly double a year earlier. [31] It has raised more than $180 billion since 2015 and filed a confidential draft prospectus with US regulators in June. [31] Rival Anthropic is preparing a share sale this autumn that could raise over $100 billion. [31]

    The two valuations in circulation for OpenAI, in trillions of dollars. Neither has been tested by a trade.

    Why it matters — A $300 billion gap between what investors offer and what a company asks is not a rounding error, and no shares have changed hands at either number. [31]

  14. 15

    Anthropic merges Cowork into Claude

    Anthropic has folded Cowork, a separate workspace it launched in January for jobs needing more than one answer, into ordinary Claude conversations. [32] Anthropic said users found it confusing to choose where to do their work, so Claude now decides how to handle each request itself. [32] The company also launched Docs and Slides in beta, letting Claude produce documents and presentations that colleagues can edit together, with comments like a shared Google document. [33] Claude Design, launched in April on Canva's engine, moves into the main conversation too. [32]

    Why it matters — Claude Code, the developer tool, stays separate, so this is a choice about which products merge rather than a general tidy-up. [32]

  15. 16

    Claude Code gets always-on projects

    Anthropic relaunched Projects in Claude Code, its tool for programmers. [34] A project is an always-on conversation that splits a job into parallel threads, each one a separate cloud session working on its own copy of the code, with a coordinator keeping them in order. [35] Before this, a developer returning to a long-running job had to rebuild the context by hand or have the tool reconstruct what happened last time. [34] Where two threads change the same code, the clash is resolved as an ordinary merge conflict. [35]

    Why it matters — Company software is never finished, so a tool that remembers a project across months fits enterprise work better than one that starts fresh each session. [34]

  16. 17

    Amazon joins the AI safety argument

    Amazon told Reuters that models should be released when they are ready and safe, which comes from rigorous testing and strong safeguards. [36] It spoke days after Anthropic's chief executive Dario Amodei published a nearly 4,000-word essay calling on the industry to slow down, which the heads of OpenAI, xAI, Google DeepMind and Microsoft all backed. [36] Amazon builds models through Amazon Web Services and an AGI unit, and resells rivals' models through its Bedrock marketplace. [36] It did not say whether it would take the same measures as the others. [36]

    Why it matters — Amazon is both a model builder and the landlord to several labs that compete with it, which is a different position from any of the companies that signed. [36]

  17. 18

    Meta's Muse arrives on the Mac

    Meta released a Mac version of Muse, its consumer AI assistant, letting it take actions on the computer itself. [37] Muse launched on phones and the web earlier this month and quickly reached the top of the US App Store chart. [37] Meta says access is opt-in for each thing Muse can reach, and it asks for approval before anything sensitive. [37] Mark Zuckerberg announced the Mac app on X with the line that the team is shipping fast. [37]

    Why it matters — Assistants that act on your own machine are now a race between Meta, Apple and a startup called Instinct reportedly raising at a $10 billion valuation. [37]

  18. 19

    India escalates its Apple warranty probe

    India's consumer regulator has escalated an investigation into Apple's software warranty terms, examining whether the iOS 18 update damaged iPhone screens and microphones. [38] The regulator says it received a large number of complaints, and that owners were charged what it calls exorbitant sums for repairs. [38] Apple denies the accusations, says its software warranty matches global industry practice, and says iOS 18 had no systemic problems. [38] A lawyer told Reuters the scrutiny of software warranties could set a precedent. [38]

    Why it matters — India is where Apple is growing fastest and building most of its new manufacturing, so a ruling there costs more than a fine. [38]

  19. 20

    iPhones delivered in ten minutes in India

    When the iPhone 18 Pro went on sale in India on Friday, four grocery delivery apps offered it alongside the usual channels. [45] Blinkit, Zepto, Swiggy's Instamart and BigBasket, best known for bringing milk and vegetables in minutes, delivered new iPhones to doorsteps in about ten minutes. [45] India's quick-commerce market reached roughly $9 billion in the first half of 2026, with monthly users up to more than 60 million from 8 million three years ago. [45] Google and Deloitte estimate it could reach $50 billion by 2030. [45]

    Why it matters — Non-food goods such as electronics, fashion and beauty are expected to be 45 per cent of that spending, which is a different business from groceries. [45]

  20. 21

    The iPhone 18 Pro is an in-between year

    Reviewers found the iPhone 18 Pro almost identical to last year's model, close enough that it takes the same cases. [46] The changes are a smaller Dynamic Island that fits one more live activity, manual exposure controls in the camera app, and modest photo and battery improvements. [46][47] It costs $100 more than last year's. [46] Attention has gone instead to the foldable iPhone Duo, shown at Apple's launch event and not arriving until next month. [47]

    Why it matters — Apple has two flagship phones this year and the interesting one is not on sale yet, which leaves the Pro selling on the software that shipped on Monday. [47]

  21. 22

    Apple charges up to $60 a month for camera AI

    Apple's new home camera features write short text descriptions of what a security camera saw, let you search footage, and stitch clips from several cameras together. [14] They require an iCloud+ subscription: $9.99 a month covers one camera, $29.99 covers two, and $59.99 a month covers up to five. [14] HomeKit Secure Video itself has always been paid, but started at $1 a month. [14] Amazon's Ring and Google's Nest charge around $20 a month for comparable AI features. [14]

    What Apple charges for AI summaries on home security cameras, by number of cameras.

    Why it matters — Apple built the feature into the operating system everyone just installed and put the price on the storage plan, so the cost arrives as a bigger subscription rather than a new product. [14]

  22. 23

    GM gives CarPlay a window instead of the screen

    General Motors said three years ago it would remove Apple CarPlay and Android Auto from its cars, starting with its electric models. [54] Its 2027 Chevrolet Silverado and GMC Sierra pickups will instead run them in a window beside GM's own apps. [52] Drivers see the phone interface and the vehicle gauges at once. [52] Sebastian Bauer, GM's design chief and a former Apple and Google executive, said customers had been hunting for controls through too many menus. [53][51] The same system shows the cars and pedestrians that GM's hands-free Super Cruise aid can see. [51]

    Why it matters — Removing CarPlay gives a carmaker control over the data and services a driver uses, which is why GM wanted to, and the reversal says customers pushed back harder than that was worth. [54]

  23. 24

    Oracle's AI bill surprised Oracle

    Oracle spent two years and tens of billions building the data centres that run other companies' AI, and did not give its own staff a broadly useful AI tool until April. [42] Co-chief executive Clay Magouyrk told an internal meeting that a year ago the company had not worked out how to make AI useful for itself. [42] Oracle then rolled out ChatGPT Enterprise and the coding tool Codex to about 160,000 employees, reaching 80 per cent adoption in three months. [42] The bills came as a surprise, because the tools were so easy to start using. [42]

    Why it matters — Oracle now shows employees what each model costs and sends routine work to cheaper ones; JPMorgan caps engineers at $2,000 a month. [42]

  24. 25

    Lovable answers its security critics

    Anton Osika, chief executive of the Stockholm company Lovable, told Salesforce's Dreamforce conference that software built with AI by non-engineers is way past vibes. [43] He was answering critics who call it a security risk. [43] Lovable lets people describe an application and have it built, and Osika argues the person with the problem should build the fix, not only people with engineering qualifications. [43] He said 55 per cent of Lovable's users have more than eleven years of work experience. [43]

    Why it matters — Lovable raised $400m at a $13.3 billion valuation in August and says employees at nearly two-thirds of the Fortune 500 build with it, so the security question is no longer hypothetical. [43]

  25. 26

    In Lagos, a chatbot wrote the job advert

    Rest of World followed workers in several countries who have folded AI into small businesses without anyone's permission or budget. [44] A 24-year-old bridal makeup artist in Lagos named Ogunmuyiwa had never hired anyone and did not know how to write a job description or what to ask at interview. [44] She asked ChatGPT, which produced a hiring plan, interview questions and a checklist within minutes. [44] The assistant she hired now works alongside it, and she calls the chatbot her most reliable business partner. [44]

    Why it matters — Most reporting on AI at work measures corporate rollouts; this is the part that happens on a personal account, with no company involved. [44]

  26. 27

    Microsoft sets a Windows event for 7 October

    Microsoft will hold a Windows and Surface event on 7 October. [48] Microsoft says chief executive Satya Nadella, Nvidia's Jensen Huang and Microsoft's Windows and devices head Pavan Davuluri will all attend. [48] They are due to discuss Windows, Nvidia's RTX Spark platform and Surface. [48] Microsoft announced a Surface Laptop Ultra using RTX Spark in June 2026 and has still not said when it goes on sale. [48] Nor has any other manufacturer showing an RTX Spark machine. [48]

    Why it matters — Letting AI agents do ordinary computer work needs machines that can run models locally, which is the hardware these two companies are both selling. [48]

  27. 28

    A map of who owes what in AI

    Credit analysts at Sona Asset Management published a paper mapping the financial links between the big AI companies, and shared the data with the Financial Times. [49] The links include shares, debt and lease commitments, and the resulting chart is dense enough that the FT called it a mess. [49] OpenAI sits at the centre with commitments flowing both in and out. [49] The authors' point is not that the connections are alarming in themselves, but that they matter if any one firm fails. [49]

    Why it matters — Chip makers, cloud providers and model labs are now each other's customers, suppliers and investors, so a single failure does not stay in one place. [49]

  28. 29

    Michael Dell takes an insurance broker private

    DFO Management, the family investment office of Dell chief executive Michael Dell, and Sequence Holdings will take the insurance broker Baldwin Group private in a $7.7 billion deal. [50] The stated reason is to give Baldwin more freedom to spend on AI. [50] Companies going private avoid quarterly earnings pressure and the share price swings that come with a costly technology overhaul. [50] Baldwin had been listed on the Nasdaq. [50]

    Why it matters — Reuters says the deal reflects a wider shift to private ownership to pay for costly AI upgrades, away from quarterly earnings pressure. [50]

  29. 30

    Waystar looks for a buyer

    Waystar, which sells software that automates hospital billing and administration, has hired the bank Evercore to explore options including a sale. [39] Its market value has fallen to about $4.8 billion after a 24 per cent share slide this year. [39] The company was formed by a 2017 merger and floated in 2024 by the buyout firm EQT, the Canada Pension Plan Investment Board and Bain Capital; EQT still holds 13 per cent. [39] Morgan Stanley analysts said in July that investors worry AI could undercut software companies like it. [39]

    Why it matters — Waystar presented itself as a technology company rather than a healthcare services one, which won it a higher valuation. [39] Investors now fear AI will undercut software firms of exactly that kind, and the shares have fallen 24 per cent this year. [39]

  30. 31

    A driverless firm goes public by shell company

    May Mobility, which builds self-driving systems for ride-hailing, will list on the Nasdaq through a $1.4 billion deal with the blank-cheque firm ACP Holdings Acquisition. [40] A blank-cheque company raises money on the stock market first and then merges with a private business, taking it public without a traditional flotation. [40] The deal should raise up to $337 million. [40] May Mobility has raised about $445 million since 2017 and says it has completed more than 550,000 paid driverless rides over 1.1 million miles in the United States and Japan. [40]

    Why it matters — Blank-cheque listings had largely died out in the United States after 2021, and their return is a sign of how much money is chasing self-driving. [40]

  31. 32

    A startup sells better guesses about the future

    Mantic, founded in 2024 by former Google DeepMind researcher Toby Shevlane and Ben Day, raised $25 million. [41] It takes frontier models built by other labs and tunes them for forecasting, testing predictions against historical events and grading itself. [41] In the Metaculus Cup, a public forecasting tournament, Mantic beat every human contestant and all but one other bot. [41] Shevlane says its edge was not following the crowd: it gave a Colombian presidential candidate about a 40 per cent chance against a consensus near 30 per cent, and he won. [41]

    Why it matters — A board member says hedge funds and trading firms have been the keenest customers, which is the use that pays first. [41]

  32. 33

    Micron's Taiwan workers reject a record bonus

    Micron, the American memory chip maker, offered every employee in Taiwan a one-off bonus of NT$1 million, about $31,650, as part of a package worth at least NT$1.7 million, about $53,800, per person. [56] The company called it the largest rewards package in its history, covering more than 60,000 staff worldwide. [56] Micron's net income from memory sales over the past four quarters came to $50.47 billion, with one quarter up 346 per cent on a year earlier. [56] The union at its Taoyuan plant rejected the offer and called it a distraction. [56]

    Why it matters — The union wants a 15 per cent profit-sharing plan rather than a one-off payment, which is a claim on future years rather than this one. [56]

  33. 34

    Apple is said to be building a server again

    Apple is developing an enterprise server built on its own M8 Ultra chips and has discussed using Nvidia's NVLink Fusion to connect them, The Information reported. [57] Two versions are described, one with two chips and one with four, aimed at AI developers, companies and governments from around 2029. [57] Apple has not sold a server since the Xserve was discontinued in 2011, though it builds them for its own Private Cloud Compute service. [57] The project could be cancelled or proceed without Nvidia. [57]

    Why it matters — European rules now grade public cloud contracts by how far a supplier sits outside foreign control, and a machine a government owns and runs itself is easier to argue for than a service someone else operates. [57]

  34. 35

    Impulse Space raises $808m in total

    Impulse Space, which builds spacecraft that move satellites between orbits, extended its Series D funding round to $808 million at a $5.6 billion valuation. [55] It follows a $500 million round in June that valued the company at $4.26 billion. [55] The company was founded by Tom Mueller, SpaceX's first employee and its former propulsion chief, and now has more than 600 staff with over 180 open roles. [55] It has sold out two rideshare missions planned for 2028. [55]

    Why it matters — Its president says the extra money was raised so hiring can run ahead of customer demand rather than behind it, which is a bet that the backlog holds. [55]

  35. 36

    iOS 27 reaches phones bought in 2019

    iOS 27 installs on the iPhone 11, released in 2019, and on second- and third-generation iPhone SE models. [2] The new Siri does not: it needs an iPhone 15 Pro, 15 Pro Max or an iPhone 16 or later. [2] On the Mac the split is different again, with a more capable on-device model requiring an M3 chip or newer and at least 12GB of memory. [1] No Mac has ever shipped with 12GB of memory, which Ars Technica notes may hint at hardware still to come. [1]

    Why it matters — The oldest supported iPhone is seven years old, while the new Siri needs one from the last three years. [2] On the Mac the split runs through Apple's own chips instead, and the better on-device model needs an M3 and 12GB of memory. [1]

02 Lesson why it matters

When an app stops being something you can remove

A new feature starts as its own download, so people can try it or skip it; once it is folded into the system it arrives with every update.

The twist

A separate app has to persuade someone to install it. A feature inside the system arrives with the update and asks nobody.

The picture

Anthropic merged its separate workspace into normal chat this week, so users no longer choose where a job runs.

How it works

  1. A new feature ships as its own app or download
  2. People try it, ignore it, or delete it
  3. The maker decides it has finished experimenting
  4. It gets built into the system everyone already has
  5. Now it arrives with the update, and there is nothing to decline

The same force, elsewhere today

Where this chain is also running, in today's other stories.

  • Anthropic folding Cowork into Claude

    a workspace people used to pick stopped being separate, and Claude now decides how to handle each request

  • GM giving CarPlay its own window

    the phone interface that used to take the whole screen now runs inside GM's software, and GM draws the frame around it

  • Grab buying Atome

    instalment credit stops being a company you sign up to and becomes a button in the app people already open for rides

Where you've seen this

Phones and pocket cameras

the camera became part of the phone, so almost nobody chooses one separately any more

Travel insurance

it moved from a shop you visited to a tick box inside the booking page

Supermarket pharmacy counters

the chemist became a stop on the way to the till rather than a separate errand

The catch

Anthropic merged its separate workspace because users found the choice confusing, which means the people who liked having the choice lost it.

And the whole of it

Nobody set out to hand people a pile of features they never asked for. Apple's engineers were making Siri work at last. Anthropic's were making Claude simpler. GM's were stopping drivers hunting through menus. Each team could see its own product clearly. None of them was looking at the phone, the laptop and the truck that one person uses in a single day.

03 Truth what's really going on

What is really going on

Apple shipped the AI assistant it has promised since 2024, and on the Mac it also removed the setting that let people delete Apple Intelligence from their disk. Three other companies did a version of the same thing in the same week: Anthropic merged its separate Cowork workspace into ordinary Claude chats, Meta put its Muse assistant onto the Mac desktop, and General Motors folded Apple CarPlay into a window inside GM's own software.

Why it works on us — People notice what has been added and not what has gone, so a setting can be removed inside an update that everybody describes by its new features.

Who gains

  • Google — Apple says the new Siri runs on models built with Google and its Gemini models, so Google's work now sits inside the assistant on hundreds of millions of Apple devices. [5]
  • Owners of recent Apple hardware — Siri AI needs an iPhone 15 Pro or newer, and macOS 27 drops Intel Macs entirely, so the new features are a reason to replace a working machine. [2][1]
  • Nvidia and Google, in the power alliance — Their new group asks electricity companies to connect data centres faster in return for a promise to cut usage at peak hours, which is cheaper than paying for grid upgrades. [24][25]
  • Tata Electronics — Nexperia will make its power chips at Tata's Gujarat plant and have them packaged in Assam, giving a factory still under construction a named customer. [27]
  • India's grocery delivery apps — Blinkit, Zepto, Instamart and BigBasket sold the new iPhone on launch day, putting them beside Apple's own shops in a market worth about $9bn in six months. [45]
  • Evercore — Waystar hired the bank to advise on a possible sale, so it holds the mandate on a process that is still at an early stage. [39]

Who pays

  • Mac owners short of disk space — Apple Intelligence downloads gigabytes of models, and macOS 27 no longer offers a way to delete them and take the space back. [1]
  • People with Intel Macs — macOS 27 is the first Mac release in about twenty years that will not install on any Intel machine, so those computers stop getting new features. [1]
  • Company IT teams — Microsoft's September patch broke Remote Desktop, folder shares on Linux virtual machines and some USB audio devices, and the emergency fix came days later. [19][18]
  • Drivers photographed by Flock cameras — One camera logged about 50,200 vehicles in 21 days, and its software also detects people and bicycles, which was not publicly known until the data was copied. [17]
  • Micron's Taiwan union members — They were offered a one-off bonus rather than the 15 per cent profit-sharing plan they asked for, in a year the company made $50.47bn from memory sales. [56]
  • Companies running their own GitLab — A flaw rated the maximum 10.0 lets an attacker read files without logging in, and attackers were probing for it within days of the patch. [21]

What nobody knows yet

Open questions from across today’s stories — ours included.

  • 01

    Whether Apple Intelligence on the Mac is optional or not.

    Ars Technica reports that macOS 26 had a toggle to switch Apple Intelligence off and delete its models, and that macOS 27 has none. [1] Wirecutter separately describes the Siri AI feature itself as opt-in. [6] The two describe different layers, and no source in the pool carries Apple's reason for the change.

  • 02

    How many security flaws iOS 27 actually fixed.

    The Register counts 122 and ZDNET's headline says 120. Neither shows how it counted, and Apple's own list is the only arbiter. [13][10]

  • 03

    Whether Siri AI will reach the European Union at all.

    Apple says only that it is working to find a path forward that preserves privacy and security, and has given no date. Its China launch is on hold separately. [2]

  • 04

    Which of Microsoft's 974 September fixes broke Remote Desktop.

    Microsoft has acknowledged the breakage across several Windows versions without naming the cause, and said it had no timeline for the USB audio fix. [19][18]

  • 05

    How many Flock cameras can be opened the same way.

    The hackers recovered an encryption key from an unencrypted partition on one camera and are publishing the method. Flock has not said how many devices share that design. [15][17]

  • 06

    What OpenAI is actually worth.

    Investors proposed $1.2 trillion and the company wants at least $1.5 trillion. No shares have traded at either figure. [31]

  • 07

    When an Indian fab will produce its first chip.

    India has approved twelve projects in five years and none of the large plants has made one yet. Tata's $10bn Gujarat fab is nearly two years late. [26]

  • 08

    How much of this year's flaw surge is real.

    Recorded flaws have reached 66,401 against 33,512 by the same date last year, and security and AI researchers are openly divided over what the jump means. [20]

  • 09

    What Micron's Taiwan union will settle for.

    The Taoyuan plant's union rejected a bonus worth at least $53,800 a head and asked for a 15 per cent profit-sharing plan instead. No date for further talks has been reported. [56]

04 Hope carry this

A bridal makeup artist in Lagos named Ogunmuyiwa had never hired anyone and did not know how to write a job description. She asked ChatGPT, got a hiring plan and a set of interview questions, and the assistant she took on now works alongside her.

Also true today

  • Apple fixed 122 security flaws in iOS 27 and 204 in macOS 27 on Monday, both company records. None of them was listed as being used by attackers.
  • General Motors said three years ago that it would strip Apple CarPlay out of its cars. Its 2027 Chevrolet Silverado and GMC Sierra will carry it in a window beside GM's own apps, after customers said they wanted it.
  • Two members of the US Congress announced a bill on 16 September that would push states to restrict Flock cameras and other automatic licence plate readers.

Across the beats