The Daily Index — Tuesday, June 24, 2025 · TLDR Index

MISCELLANEOUS

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CHECKING IN ON AI AND THE BIG FIVE

This post evaluates the state of AI's biggest players, primarily through the lens of the Big Five: Apple, Google, Meta, Microsoft, and Amazon. It looks at each company's infrastructure, models, partners, data, distribution, core business, scarcity risk, and more and analyzes its position in the industry. The post also looks at model makers like OpenAI and Anthropic and discusses the elephant in the room: China.

stratechery.com · 27 min

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THE AI LIFESTYLE SUBSIDY IS GOING TO END

Venture capital and zero-interest-rate policy supplied a ton of money to startups, allowing them to grow even if they were selling customers services at a loss. Today, investor money is going straight into subsidizing the costs of AI products. AI products will likely soon start showing ads to monetize. AI serves its users for now, but in the near future, AI will serve ads.

digitalseams.com · 7 min

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APPLE HEARD YOUR COMPLAINTS ABOUT THE LIQUID GLASS CONTROL CENTER

Apple has updated the Liquid Glass Control Center to be a bit more opaque in the second iOS 26 developer beta - a comparison is available in the article.

theverge.com · 2 min

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SAM ALTMAN OPEN TO ADS ON CHATGPT, CALLS INSTAGRAM ADS ‘KINDA COOL'

Sam Altman previously described advertising as a last resort for OpenAI, but his stance has since softened.

mashable.com · 3 min

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DISNEY AND NBCUNIVERSAL'S MIDJOURNEY LAWSUIT ISN'T ABOUT MONEY — IT'S ABOUT SETTING AI PRECEDENT

The Midjourney suit has the potential to set a precedent around artificial intelligence and how AI companies can operate or train their models - it will have an impact on all creatives.

indiewire.com · 6 min

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GOOGLE BRINGS NEW GEMINI FEATURES TO CHROMEBOOKS, DEBUTS FIRST ON-DEVICE AI

Newer, more powerful Chromebooks will soon have image generation, text summarization, and more built into the OS.

arstechnica.com · 3 min

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APPLE TO ANNOUNCE MORE APP STORE CONCESSIONS FOR THE EU

Apple is preparing to offer new concessions primarily related to its steering rules ahead of a June 26 deadline, after which the European Commission can impose escalating daily fines of up to 5% of Apple's average global turnover.

macrumors.com · 3 min