🍭 Siri’s Revenge & OpenAI’s Spin Cycle🌪️

Good morning to everyone except the guy at TechCrunch who thinks ChatGPT is an app store.

Let’s dig in.

🍭 What’s Cookin’:

• OpenAI’s “Mission vs. Muscle”

• Apple’s Siri reboot

• The ToolBox™

• Everything Else: Dia, Sora, AI “homeless man” prank, bubble jitters

• Market Bites™: 3 AI stocks to watch

_ToolBox™
🧰 Agents, Apps, and Auto-Money Moves

🧱 Meku
→ AI web app/site builder for devs: generate, customize, and deploy full-stack apps from a prompt—hosting, DB, domains, and deploy included.

🎙️ Google AI Studio
→ Talk to code: hit the mic, ramble your spec, and it turns speech into clean prompts to build—aka “vibe coding.”

💸 JustPaid
→ Autonomous billing/contracts/collections agent that reads deals, sends invoices, chases payments, and surfaces live revenue insights.

🖱️ Caesr AI
→ Cross-device AI that literally drives real apps—clicks, types, and navigates across web/desktop/mobile from a single prompt.

⚙️ Instruct
→ Truly no-code agent builder: describe the task in natural language, then build/run automations without complex setups.

_Apple
🛍️ ChatGPT Built a Mall. Apple Still Owns the City.

The Bite: TechCrunch says Apple can “kill the app icon without killing the app,” pushing Siri to quietly orchestrate actions across your phone.

True idea, wobbly take.

The piece dunks on ChatGPT’s week-old in-chat apps for being clunky and raises a hand-wavy privacy scare.

Both premature.

ChatGPT’s “apps” are middleware;
Siri’s promise is OS-native orchestration.

Different layers, different jobs.

If Apple actually ships the intent-driven Siri it’s testing, that’s the advantage:
AI in the operating system, not bolted on.

For more on the latest ChatGPT features, we covered them here.

Snacks:

• Siri’s endgame: speak an intent, the OS handles the rest, apps fade quietly into the background.
  

• TC’s “ChatGPT killed the App Store” line misses the point;
  the tech’s brand-new and meant to connect apps,
  not replace them.
  

• Altman probably rushed launch to beat Apple’s move.
  Makes sense; new workflows take time.
  

• Android’s Gemini and the AI-phone crowd are rising,
  but Apple still owns the rails.

Why it bites: Control of the stack wins.

Apple doesn’t need a chatbot “mall” when it owns the city blocks.
Hardware, OS, and distribution.

If Siri reliably translates intent into actions, the icon era starts to fade.

For the first time, my Siri actually reliably asks “want me to use ChatGPT for that?” without breaking.

We’ve been skeptics; we’re cautiously bullish if it ships.

Market Bites™
📊 3 AI Stocks to Watch

Three very different AI plays:

• A voice-AI pure-play (SOUN)
  

• Automation backbone (PATH)
  

• (FCCN) stitching together infra + distribution.
  Short, sharp, and watch-list ready.

Snacks:

• SoundHound (SOUN): Embedded voice AI for cars, restaurants, and devices.
  Real customers, recurring usage, wild volatility.
  High beta = high drama.
  

  

  $SOUN ( ▼ 6.57% ) 

• UiPath (PATH): The enterprise “do-the-work” layer. RPA + gen-AI copilots inside workflows; slower thrills, steadier story.

  

  $PATH ( ▼ 7.89% ) 

  
  

• Spectral Capital (FCCN): Micro-cap holdco building an AI/quantum stack. - Last week they announced two moves:
  - A binding deal to acquire Snack Prompt and a deal for MultiCortex 
  - Plus an application to uplist to Nasdaq.
  - Upside is in the aggregation + accessibility flywheel;
  - Risk is size, execution, and OTC liquidity.

Why it Bites: 

Together they map the stack:

- PATH (automation rails)
- SOUN (voice interface)
- FCCN (roll-up optionality)

Portfolio idea: PATH as the anchor, SOUN for torque, FCCN as the moonshot, sized like a lotto ticket, not a lifestyle.

_{Everything Else}
🧠 You Need to Know

📉 AI Bubble Fears Spread Through Silicon Valley

→ Sam Altman admits parts of AI feel “bubbly,” as investors and regulators sound alarms. 

The circular deals between Nvidia, AMD, and OpenAI?

We called that one last week.

Just sayin…
Sorry not sorry mainstream media

🧩 Enterprises Double Down on AI

→ Zendesk launches an AI support agent, Anthropic signs with IBM, and Google expands its workplace AI push. 

The real money’s shifting to B2B while consumer AI cools off.

🧠 The Browser Company’s Dia Opens to Everyone

→ The Browser Company’s new AI-first browser, Dia, is now open to all Mac users. 

It bakes a chatbot into every tab, offering summaries, comparisons, and inline edits. Atlassian’s $610M acquisition should help it scale fast.

🎥 Sora’s “AI TikTok” Hits 1M Downloads

→ OpenAI’s Sora app topped one million downloads in under five days. 

It’s an invite-only feed of AI-generated videos. Not shocking—we covered its viral launch last week.

🚨 “AI Homeless Man” Prank Sparks Police Warnings

→ A TikTok trend using AI to fake intruders has led police to issue warnings worldwide. 

Authorities say it wastes emergency resources and risks real-world harm.

OpenAI
🙈 Mission vs. Muscle: Chris Lehane’s Impossible Job

The Bite: TechCrunch sat down with Chris Lehane;
Airbnb’s crisis whisperer turned OpenAI’s policy chief,
right as the company leans harder into legal muscle and product aggression.

Sora’s launch blurred copyright lines, data centers are guzzling local resources, and subpoenas are flying at critics.

All while OpenAI swears it’s still “democratizing intelligence.”

Remember when OpenAI was supposed to be, you guessed it, “OPEN?”

Snacks:

• Sora quietly flipped from opt-out to opt-in.
  That’s one way to test fair use.
  

• Critics got subpoenas mid-dinner.
  Internal nerves got Slacked.
  

• Exec Josh Achiam warned of becoming “a frightening power.”
  He wasn’t wrong.
  

• Lehane calls fair use America’s “secret weapon.”
  The gasket’s still humming.

Why it Bites: This one’s about brand trust.

OpenAI’s biggest threat isn’t competition.

It’s the slow shift from steward to monopolist.
From transparency to tactics.

Lehane’s job is keeping the story glued together while the seams start to show.

Trust, once lost, doesn’t retrain easily.