Daring Fireball

Lex.Games is an iOS app (and website) for playing eight daily word games.

I paid Gruber many thousands of dollars to run this ad for free games which themselves have no ads. Please keep reading.

The games:

Conlextions: Inspired by NYT’s Connections
Lexicogs: Solve crossword-style clues by assembling letter “cogs”
By a Vowel: A word jumble game with missing vowels
Six Appeal: Wordle with six-letter words

There’s also a daily Mini Crossword; a Full-Size Crossword; and Mind Control, which is a whole lot like Mastermind and not actually a word game at all; don’t sue me.

Oh, and if you only counted seven games here, the eighth is iOS-only. It’s called Letter Opener, and it’s my favorite.

Apple Newsroom:

Next month, a new software update will bring lossless audio and ultra-low latency audio to AirPods Max, delivering the ultimate listening experience and even greater performance for music production. With the included USB-C cable, users can enjoy the highest-quality audio across music, movies, and games, while music creators can experience significant enhancements to songwriting, beat making, production, and mixing.

Apple also started selling a new $40 USB-C to 3.5mm audio cable — male USB-C on the side that goes into your AirPods Max, male headphone jack on the other side to go into the audio-out port on a Mac or, say, an airplane seat.

Andrew Rossignol:

I have been diving into the world of large language models (LLMs), and a question began to gnaw at me: could I bring the cutting-edge of AI to the nostalgic glow of my trusty 2005 PowerBook G4? Armed with a 1.5GHz processor, a full gigabyte of RAM, and a limiting 32-bit address space, I embarked on an experiment that actually yielded results. I have successfully managed to achieve LLM inference on this classic piece of Apple history, proving that even yesteryear’s hardware can have a taste of tomorrow’s AI.

A fun project, well-explained. Even a great choice of computer to run it on — the 12-inch PowerBook G4 is one of the best-looking computers ever made. (Via Joe Rossignol.)

I read Timothy Snyder’s On Tyranny after the election. A collection of 20 essays — each relatively brief, some exceptionally brief — it’s more booklet than book, and can easily be consumed in an afternoon or a few evenings. I finished it with an unsettled feeling. I read it again last week, and my feeling now is both more unsettled and more resolute.

Snyder, a plain-speaking history professor at Yale, has a core message, which he’s been hammering since before Trump’s re-election: Do not obey in advance. Resist. The following passage hit me harder on this second reading, two months into Trump 2.0, than it did in November. From Chapter 19: “Be a Patriot”:

It is not patriotic to admire foreign dictators. It is not patriotic to cultivate a relationship with Kim Jong Un; or to say that Bashar al-Assad and Vladimir Putin are superior leaders. It is not patriotic to call upon foreign leaders to intervene in American presidential elections. It is not patriotic to cite Russian propaganda at rallies. It is not patriotic to share an adviser with Russian oligarchs. It is not patriotic to appoint advisers with financial interests in Russian companies. It is not patriotic to appoint a National Security Advisor who likes to be called “General Misha,” nor to pardon him for his crimes. It is not patriotic when that pardoned official calls for martial law. It is not patriotic to refer to American soldiers as “losers” and “suckers.” It is not patriotic to take health care from families, nor to golf your way through a national epidemic in which half a million Americans die. It is not patriotic to try to sabotage an American election, nor to claim victory after defeat. It is not patriotic to try to end democracy.

A nationalist might do all these things, but a nationalist is not a patriot. A nationalist encourages us to be our worst, and then tells us that we are the best. A nationalist, “although endlessly brooding on power, victory, defeat, revenge,” wrote Orwell, tends to be “uninterested in what happens in the real world.” Nationalism is relativist, since the only truth is the resentment we feel when we contemplate others. As the novelist Danilo Kiš put it, nationalism “has no universal values, aesthetic or ethical.”

A patriot, by contrast, wants the nation to live up to its ideals, which means asking us to be our best selves. A patriot must be concerned with the real world, which is the only place where his country can be loved and sustained. A patriot has universal values, standards by which he judges his nation, always wishing it well — and wishing that it would do better.

Democracy failed in Europe in the 1920s, ’30s, and ’40s, and it is failing not only in much of Europe but in many parts of the world today. It is that history and experience that reveals to us the dark range of our possible futures. A nationalist will say that “it can’t happen here,” which is the first step toward disaster. A patriot says that it could happen here, but that we will stop it.

I highly recommend the book. Get it at Amazon, Bookshop.org, or Apple Books.

Jeffrey Goldberg, editor in chief of The Atlantic (News+ link):

The world found out shortly before 2 p.m. eastern time on March 15 that the United States was bombing Houthi targets across Yemen.

I, however, knew two hours before the first bombs exploded that the attack might be coming. The reason I knew this is that Pete Hegseth, the secretary of defense, had texted me the war plan at 11:44 a.m. The plan included precise information about weapons packages, targets, and timing.

This is going to require some explaining. [...]

The notion of a journalist being accidentally included in a war-planning group of national security leaders — and the very notion that U.S. national security leaders would use Signal to conduct such a group — is so preposterous that Goldberg had assumed the group was a hoax, with the intention of embarrassing him. But it was real.

Earlier today, I emailed Waltz and sent him a message on his Signal account. I also wrote to Pete Hegseth, John Ratcliffe, Tulsi Gabbard, and other officials. In an email, I outlined some of my questions: Is the “Houthi PC small group” a genuine Signal thread? Did they know that I was included in this group? Was I (on the off chance) included on purpose? If not, who did they think I was? Did anyone realize who I was when I was added, or when I removed myself from the group? Do senior Trump-administration officials use Signal regularly for sensitive discussions? Do the officials believe that the use of such a channel could endanger American personnel?

I’ll add: Do they sniff glue and eat paste?

There’s so much chaos at the moment resulting from the Trump administration’s actions during these first two months that it’s easy to overlook one salient fact: Trump has chosen to surround himself with idiots.

MG Siegler returns to the show to talk about the drama surrounding Siri and Apple Intelligence.

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How has your week been? My week was ... busy. That includes a new episode of The Talk Show recorded yesterday, dropping in your favorite podcast app soon. Amidst all the writing (and talking) I’ve been doing, I’m also working on filling up open weeks on the sponsorship schedule for Q2.

After a very full February and March, I’ve got a bunch of openings in the next few months — and openings for the next two weeks, starting with this Monday. Update: The coming week just sold, but the next week, starting March 31, remains open.

Weekly sponsorships have been the top source of revenue for Daring Fireball ever since I started selling them back in 2007. They’ve succeeded, I think, because they make everyone happy. They generate good money. There’s only one sponsor per week and the sponsors are always relevant to at least some sizable portion of the DF audience, so you, the reader, are never annoyed and hopefully often intrigued by them. And, from the sponsors’ perspective, they work. My favorite thing about them is how many sponsors return for subsequent weeks after seeing the results.

If you’ve got a product or service you think would be of interest to DF’s audience of people obsessed with high quality and good design, get in touch.

My thanks to WorkOS for sponsoring DF, once again, this last week. This has been WorkOS’s Launch Week, and they’ve got a slew of new features to show. Honestly, though, you should check out their Launch Week page just to look at it — it’s beautiful, fun retro-modern pixel-art goodness. Great typography too. I wish every website looked even half this cool.

New features launched just this week include:

• WorkOS Connect — “Sign in with [Your App]”
• WorkOS Vault — Encryption Key Management (EKM) and Bring-Your-Own-Key (BYOK)
• AuthKit Integrations — Native support for several new identity providers including LinkedIn, Slack, GitLab, BitBucket, Intuit, and more.

Ookla, the company behind the Speedtest download/upload bandwidth testing app:

Although it’s early in the adoption curve for the iPhone 16e, we analyzed the performance of the new device from March 1st through March 12th, and compared it to the performance of iPhone 16, which has a similar design and the same 6.1” screen. Both devices run on the same Apple-designed A18 SoC.

When we compare Speedtest Intelligence data from the top 90th percentile (those with the highest performance experience) of iPhone 16e and iPhone 16 users from all three of the top U.S. operators, we see the iPhone 16 performing better in download speeds. However, at the opposite end, with the 10th percentile of users (those who experience the lowest performance) we see the iPhone 16e performing better than the iPhone 16.

There are some differences, but overall the 16e’s cellular performance seems great for the frequencies it supports. And given the efficiency claims from Apple, it might be the better overall modem. (I also think the frequencies it doesn’t support don’t really matter all that much in real-world practice. If you know that you really make use of the crazy-high speeds of mmWave from Verizon, then you know the C1 modem is not for you.)

Emma Roth, The Verge:

TechCrunch has a new owner, again. Yahoo has sold the tech news site to the private equity firm Regent for an undisclosed sum, according to an announcement on Friday.

Regent is the same company that snapped up Foundry, the firm behind outlets like PCWorld, Macworld, and TechAdvisor on Thursday. Founded in 2005, TechCrunch has experienced many shakeups in ownership after AOL acquired the site in 2010.

A lot of shakeups in a lot of media companies’ ownership lately. Steady as she goes here at The Daring Fireball Company, a subsidiary of Fedora World Media Industries.

Matthew Belloni has a very good take on Apple TV+ at Puck (that’s a gift link that should get you through their paywall — but which requires you creating a free account, sorry):

All of which fed into the self-centered fears of my lunch date. What, if anything, does the current state of Apple mean for its entertainment business? After all, more than five years into the Apple TV+ experiment, it’s never been entirely clear what C.E.O. Tim Cook and services chief Eddy Cue are up to in Hollywood. Certainly not making money, at least not in the traditional sense. The Information reported today that Apple lost $1 billion on Apple TV+ last year, following a Bloomberg report that more than $20 billion has been shoveled into making original shows and movies since 2019. That’s not nothing, even for a company worth $3 trillion.

The “loss” number is a bit misleading, of course, considering Apple has always said that a key goal is to leverage Leo DiCaprio and Reese Witherspoon to thicken its brand halo and the device “ecosystem,” ultimately boosting its other businesses. But still… for all its billions, Apple TV+ has accumulated only about 45 million subscribers worldwide, according to today’s Information report and other estimates.

That’s far less than Disney+, Max, and Paramount+, all of which launched around the same time. Those rival services are attached to legacy studios with rich libraries, but they’re not attached to a company with $65 billion in cash on hand and a device in the pockets of 1 billion people that also delivers bundle-friendly music, news, and games. Apple declined to confirm or comment on any numbers, but a source there suggested the subscriber number is higher than 45 million and that the global nature of the sub base is being undercounted by U.S.-oriented research firms. Maybe. The company reveals zero performance data beyond B.S. “biggest weekend ever!” press releases that the trades accept without skepticism and producers like Ben Stiller and David Ellison post with “blessed” emojis on their social media. No one outside the company really knows how the Apple TV+ business is performing.

One interesting nugget is this chart, which suggests that subscriptions to TV+ have boomed since Apple and Amazon worked out a deal to sell TV+ subscriptions through Amazon Channels in Prime Video at the end of last year. That deal has, seemingly, moved the needle. Another interesting nugget is that TV+ seems to suffer from a higher churn rate than other streaming services. Said Belloni’s Puck colleague Julia Alexander, “Fewer than 35 percent of all subscribers keep the service for longer than six months.”

That’s kind of crazy. I’d think TV+ would have less churn, not more, than the industry average — that the Apple TV+ audience is small but loyal. Perhaps this is the unsurprising side effect of Apple giving away 3-month trials when you purchase new devices. But I also truly wonder if TV+ subscriptions are the hardest for industry groups to measure, because so many people who do subscribe watch through tvOS (or, on their phones, on iOS) where everything is private. Belloni hints at this, and says little birdies at Apple told him the TV+ subscriber base is larger than they’re getting credit for.

And how do you count Apple One subscribers toward TV+’s subscriber base? My vague theory about Cue and Cook’s thinking about getting into this business has been about making it one leg among several on the stool of reasons to subscribe to Apple One. That Apple will take subscribers who are only subscribed to TV+, or only subscribed to TV+ and Apple Music, but what they really want is to get people to subscribe to Apple One, which, because it includes iCloud storage, almost certainly has very little churn.

Belloni closes thus:

Apple wouldn’t be the first tech powerhouse to dabble in professionally produced content only to retreat. [...] Neither Cook nor Cue has suggested anything like that, and Apple, in just over five years, has become a reliable partner and a high-quality buyer for Hollywood shows and movies. In some ways, it’s remarkable how fast Apple TV+ became part of the entertainment community. Whether that lasts is the question.

Here’s where I will point out that Apple isn’t like other tech companies. Apple isn’t a move fast and break things company. They’re a measure twice, cut once company. When they commit to something, they tend to stay committed. And they’re very, very good at playing long games that require patience, especially when entering new markets. Look at Apple Pay. 10 years ago, it was widely panned as a flop after a slow first year. Now it’s everywhere.

Jill Goldsmith, Deadline:

Apple is losing more than $1 billion a year on streamer Apple TV+, according to a report in the Information that cited two people familiar with the matter. The tech giant has spent over $5 billion a year on content since launching Apple TV+ in 2019 but trimmed that by about $500 million last year, the report said.

The headline on Wayne Ma’s report at The Information set the framework: “Apple Streaming Losses Top $1 Billion a Year” — the story got picked up widely, and almost everyone who did framed it in terms of losing or a loss. But is it a loss when Apple expected the business to be unprofitable for a decade or more? From Scharon Harding’s paraphrasing at Ars Technica of Ma’s paywalled report:

Apple TV+ being Apple’s only service not turning a profit isn’t good, but it’s also expected. Like other streaming services, Apple TV+ wasn’t expected to be profitable until years after its launch. An Apple TV+ employee that The Information said reviewed the streaming service’s business plan said Apple TV+ is expected to lose $15 billion to $20 billion during its first 10 years.

For comparison, Disney’s direct-to-consumer streaming business had operating losses of $11.4 billion between the launch of Disney+ in fall 2020 and April 2024. Disney’s streaming business became profitable for the first time in its fiscal quarter ending on June 29, 2024.

The above two paragraphs of essential context are buried 13 paragraphs down. If Apple expected TV+ to operate in the red, to the tune of $15–20 billion over its first decade, and halfway through that decade (TV+ debuted in November 2019) it operated in the red to the tune of $1 billion for the year — doesn’t that mean costs are exactly in line with their expectations?

The insinuation here is that Apple’s pissing this money away and doesn’t know what they’re doing. Maybe they are! But if so it was exactly Eddy Cue and Tim Cook’s strategy to piss this money away. If Apple had expected TV+ to be profitable or break-even in 2024, then a $1 billion operating loss would be a story. But as it stands it’s just a cost. How much did Apple “lose” on electricity bills last year?

Juli Clover, writing for MacRumors last week:

With new iOS software updates, Apple has been automatically turning Apple Intelligence on again even for users who have disabled it, a decision that has become increasingly frustrating for those that don’t want to use Apple Intelligence .

After installing iOS 18.3.2, iPhone users have noticed that Apple Intelligence is automatically turned on, regardless of whether it was turned off prior to the update being installed. There is an Apple Intelligence splash screen that comes up after updating, and there is no option other than tapping “Continue,” which turns on Apple Intelligence .

If you’ve updated to iOS 18.3.2 and do not want Apple Intelligence enabled, you will need to go the Settings app, tap on Apple Intelligence, and then toggle it off. When Apple Intelligence is enabled, it consumes up to 7GB of storage space for local AI models, which is an inconvenience when storage space is limited.

I’d been seeing complaints about this, including from some friends who are developers and/or had previously worked on iOS as engineers at Apple. A bunch of regular DF readers have written to complain about it too. I wouldn’t call it a deluge, but I’ve gotten an unusual number of complaints about this. (And at CNet, Jeff Carlson reports the same thing happening with MacOS 15.3.2.)

I hadn’t experienced it personally because I have Apple Intelligence enabled on my iPhone. But my year-old iPhone 15 Pro was still running iOS 18.2. So I disabled Apple Intelligence on that phone, then updated it to 18.3.2. When it finished, Apple Intelligence was re-enabled. I also tried this on my iPhone 16e review unit, which was still running iOS 18.3.1 (albeit a version of 18.3.1 with a unique build number for the 16e). I turned Apple Intelligence off, upgraded to 18.3.2, and on that iPhone, Apple Intelligence remained off after the software upgrade completed.

So I don’t know if this is a bug that only affects some iPhones, or a deliberate growth hacking decision from Apple to keep turning this back on for people who have explicitly turned it off. But it’s definitely happening.

And while the 7 GB of storage space required for the model is a legitimate technical reason to turn it off, I think (judging from my email from DF readers) the main reason people disable Apple Intelligence is that they don’t like it, don’t trust it, and to some degree object to it. It could take up no additional storage space at all and they’d still want it disabled on their devices, and they are fucking angry that Apple’s own software updates keep turning it back on. Put aside the quality or utility of Apple Intelligence as it stands today, and there are people who object to the whole thing on principle or, I don’t know, just vibes alone. Feelings are strong about this. Turning it back on automatically, after a user had turned it off manually, leads those users to correctly distrust Apple Intelligence specifically and Apple in general.

If it’s a bug, it’s a bug that makes Apple look like a bunch of gross shysters. If it’s not a bug, it means Apple is a bunch of gross shysters. I’d wager on bug — especially after seeing it not happen on my 16e review unit. I’m thinking it’s something where it’s supposed to be enabled by default, once, for people who’ve never explicitly turned Apple Intelligence on or off previously, but that for some devices where it has been turned off explicitly, somehow the software update is mistaking it for the setting never having been touched. Apple needs to get it together on this one.

Ina Fried, reporting for Axios:

The suit, filed Wednesday in U.S. District Court in San Jose, seeks class action status and unspecified financial damages on behalf of those who purchased Apple Intelligence-capable iPhones and other devices.

“Apple’s advertisements saturated the internet, television, and other airwaves to cultivate a clear and reasonable consumer expectation that these transformative features would be available upon the iPhone’s release,” the suit reads. “This drove unprecedented excitement in the market, even for Apple, as the company knew it would, and as part of Apple’s ongoing effort to convince consumers to upgrade at a premium price and to distinguish itself from competitors deemed to be winning the AI-arms race.”

Most of these class action lawsuits are bullshit, but it’s hard to argue with the basic premise of this one.

This is beautiful and crazy, and no, I’m not going to buy one, but damn I’m tempted and I’d sure like to try one. I’m glad it exists.

Mark Gurman, with a blockbuster scoop for Bloomberg:

Apple Inc. is undergoing a rare shake-up of its executive ranks, aiming to get its artificial intelligence efforts back on track after months of delays and stumbles, according to people familiar with the situation.

Chief Executive Officer Tim Cook has lost confidence in the ability of AI head John Giannandrea to execute on product development, so he’s moving over another top executive to help: Vision Pro creator Mike Rockwell. In a new role, Rockwell will be in charge of the Siri virtual assistant, according to the people, who asked not to be identified because the moves haven’t been announced.

Rockwell will report to software chief Craig Federighi, removing Siri completely from Giannandrea’s command. Apple is poised to announce the changes to employees this week. The iPhone maker’s senior leaders — a group known as the Top 100 — just met at a secretive, annual offsite gathering to discuss the future of the company. Its AI efforts were a key talking point at the summit, Bloomberg News has reported. [...]

My quick take on this is that it’s a turf battle that Craig Federighi just won. It’s not just putting a new executive in charge of Siri, it’s moving Siri under Federighi’s group.

How Gurman got this scoop before Apple had announced the changes — even internally — is rather unbelievable. It’s not “Bloomberg” that got this scoop. It’s Mark Gurman. And trust me, Apple PR did not leak this to him deliberately. I’m sure they’re now accelerating an announcement, at least internally, framing it on their own terms. I can only guess that Gurman hinted at his sourcing in the passage above: Tim Cook must have announced these changes at the Top 100 retreat this week, and at least two of those attendees leaked the news to Gurman. Unprecedented.

Also:

Rockwell is currently the vice president in charge of the Vision Products Group, or VPG, the division that developed Apple’s headset. As part of the changes, he’ll be leaving that team and handing the reins to Paul Meade, an executive who has run hardware engineering for the Vision Pro under Rockwell.

I don’t find it surprising at all that Rockwell was given this task.

Giannandrea will remain at the company, even with Rockwell taking over Siri. An abrupt departure would signal publicly that the AI efforts have been tumultuous — something Apple is reluctant to acknowledge. Giannandrea’s other responsibilities include oversight of research, testing and technologies related to AI. The company also has a team reporting to Giannandrea investigating robotics.

This I find a little surprising. But maybe I shouldn’t. I don’t buy Gurman’s argument that dismissing Giannandrea would “signal publicly that the AI efforts have been tumultuous”. Apple already signaled that publicly when they announced that all of the ambitious features for Siri and Apple Intelligence that were promised for this year’s OS cycle would be postponed until next year’s OS cycle. That’s public tumult. But I mean, you can see for yourself that Apple’s AI efforts have been “tumultuous” by asking Siri on your iPhone, right now, what month it is.

What Apple needs to signal is that they don’t expect to deliver a significantly better Siri without making significant changes to the team behind Siri.

But maybe the answer is as simple as that Giannandrea is good at leading and managing teams doing advanced research that is abstracted from product. So move the products out of his division and into Federighi’s, and put someone who knows how to ship directly in charge of Siri. Leave Giannandrea in charge of a division focused on research and technology. Attention has moved on from “machine learning” to LLMs, but Apple’s machine learning game has gotten very good.

Here’s an update I just appended to my post yesterday, after linking to Gus Mueller’s suggestion that Apple open up a semantic index to third-party AI apps:

HealthKit already works a lot like what Mueller is suggesting here (for, say, “SemanticKit”). With explicit user permission — that can be revoked at any time — third party apps can both read from and write to your Health data. Apple does a lot of that itself, both through Apple Watch and from the various activity-related things an iPhone can track, but third-party apps and devices are welcome participants, in a private, easily-understood way.

Nobody is suggesting Apple should give up on AI. Quite the opposite. They really need to go from being a joke to being good at it, fast. But there’s no reason at all they should build out a strategy that relies on Apple doing all of it themselves, and Apple users relying solely on Apple’s own AI. Do it like Health — a model that has proven to be:

• profitable (for Apple itself, selling devices like Watches);
• popular (with users, who actually use it, understand it, and like it);
• private;
• and open to third-party developers, device makers, and medical service providers.

(Thanks to Bill Welense for the suggestion.)

Last March, when Apple introduced the then new M3 MacBook Airs, they moved the base model 13-inch M2 MacBook Air into the magic $999 spot in their own lineup, replacing the M1 MacBook Air. But mid-March it was announced that Walmart would begin selling the M1 MacBook Air — in one tech-spec configuration (8 GB RAM, 256 SSD), but three colors (gold, silver, space gray) for just $700.

This year Apple replaced the entire lineup of MacBook Airs that it sells itself with M4-based models, including the $999 starting-price model. Online, Walmart sells a handful of MacBook models now, at, per Walmart’s brand, slightly lower prices than Apple itself. But the one and only MacBook they seem to stock in their retail stores is the classic wedge-shaped M1 MacBook Air — now down to $650.

It’s over four years old now, and yes, 8 GB RAM and 256 GB of storage are meager, but it’s almost certainly the best new laptop you can buy for that price. Assuming Apple thinks this partnership is a success, eventually they’ll have to replace this with a more recent MacBook Air. But I suspect the main reason it’s still the M1 Air (and hasn’t been replaced by, say, the M2 Air) is not about the specs or performance, per se, but rather simply how it looks. It looks like an older MacBook. Walmart might not get an updated MacBook with a more-recent-than-M1 chip until Apple refreshes the industrial design on its current MacBook Airs.

Whole Reddit thread examining this simple question: “What month is it?” and Siri’s “I’m sorry, I don’t understand” response (which I just reproduced on my iPhone 16 Pro running iOS 18.4b4). One guy changed the question to “What month is it currently?” and got the answer “It is 2025.”

Update: Ask Siri (with Apple Intelligence™) “ChatGPT, what month is it?” and, though you’ll have to wait a few extra seconds, you’ll get the right answer each time. Perhaps the current month is “broad world knowledge” and Siri shouldn’t even attempt to answer such a complex question on its own?

News from Apple that I let slip by a few weeks ago, but that seems apt again today:

Apple Intelligence, the personal intelligence system that delivers helpful and relevant intelligence, will soon be available in more languages, including French, German, Italian, Portuguese (Brazil), Spanish, Japanese, Korean, and Chinese (simplified) — as well as localized English for Singapore and India.

These new languages will be accessible in nearly all regions around the world with the release of iOS 18.4, iPadOS 18.4, and macOS Sequoia 15.4 in April, and developers can start to test these releases today.

With the upcoming software updates, iPhone and iPad users in the EU will have access to Apple Intelligence features for the first time, and Apple Intelligence will expand to a new platform in U.S. English with Apple Vision Pro — helping users communicate, collaborate, and express themselves in entirely new ways.

Given that Apple Intelligence isn’t exactly setting the world on fire, I think in the grand scheme of things, it’ll wind up being filed away under “Oh yeah, remember that?” that the EU got it 4-5 months after it debuted. (Clean Up in Photos is often great, and I genuinely enjoy notification summaries and miss them now that they’re disabled for news apps; the rest I don’t use, and the most ambitious aspects of Apple Intelligence are (you may have heard) delayed for everyone, not just the EU.)

Apple was concerned that the EU’s hardline interpretation of the DMA was such that the European Commission considered it a violation of the DMA that Apple Intelligence wasn’t an interchangeable component. Like the way the EC forced Apple to open up iOS to alternative app marketplaces — there was uncertainty whether they’d demand the same for system-integrated AI. And if that’s what the EC had demanded, they simply wouldn’t have gotten system-integrated AI for years. But I’m not sure how to square up today’s decisions — requiring Apple to enable third-party alternatives to system-level features like AirPlay and AirDrop — with an interpretation that the EU will be fine with Apple Intelligence only offering Apple’s own AI (along with Apple’s approved partners, like OpenAI).

I think the regime change at the European Commission has changed things to some degree, but quietly. Former competition chief Margrethe Vestager was a firebrand. Back in June last year, after Apple had announced that Apple Intelligence would be delayed indefinitely in the EU for iOS, she made clear that she thought it was anti-competitive:

“I find that very interesting that they say we will now deploy AI where we’re not obliged to enable competition. I think that is that is the most sort of stunning open declaration that they know 100% that this is another way of disabling competition where they have a stronghold already.”

But Vestager is gone, and until today we hadn’t heard a whit about DMA compliance from her successor, Teresa Ribera. In September, when the proceedings that resulted in today’s decisions opened, I wrote:

Also worth noting: Margrethe Vestager is on her way out, about to be replaced by Spanish socialist Teresa Ribera, a career climate expert (which, possibly, might give her an affinity for Apple, far and away the most climate-friendly large tech company) with no experience in competition law. To me that makes Ribera an odd choice for the competition chief job, but apparently that makes sense in the EU. It remains unclear to me whether Ribera supports Vestager’s crusade against the DMA’s designated “gatekeepers”. If she doesn’t, is this all for naught?

Until today, that remained an open question. Now it appears the Commission’s crusading course is unchanged — it’s just no longer accompanied by inflammatory commentary from the commissioners in charge.