Julian Martinez Sanchez
$AAPL (Apple) vs. OpenAI From headline partners to a lawsuit over stolen secrets. Buckle up, because this is wild. Apple sued OpenAI in a federal court in California, accusing the company of stealing trade secrets “at every level,” from technical staff all the way up to the Chief Hardware Officer himself. And that hardware chief, Tang Tan, is none other than a former Apple VP who crossed over to the other side. Apple accuses him of asking candidates who were still working at Apple to bring “real parts” to their interviews, for “show and tell” sessions where his team allegedly extracted more confidential information from them. Basically, a job interview as an excuse for corporate espionage. As if that were not enough, another former employee, Chang Liu, allegedly took an Apple laptop with him when he left for OpenAI in January, and because of an authentication bug, he could still access internal systems. Instead of reporting it, according to the lawsuit, he started downloading confidential files, technical specifications, manufacturing processes, unreleased products, and moved conversations to a private app to avoid drawing attention from the security team. Apple also claims OpenAI has been asking hardware suppliers to apply a metal finishing technique invented by Apple, making them believe they had permission to use it. The contrast hurts: in 2024, they were THE partnership of the moment, with Altman going all the way to Apple’s offices for the ChatGPT on iPhone announcement. Now, a year and a half later, Apple describes them in legal documents as an organization where “misconduct is normalized and exemplified by its leadership.” So what changed? OpenAI moved into consumer hardware, bought Jony Ive’s IO Products for $6.4 billion, and that is when the wave of Apple engineers leaving for OpenAI began. Apple says that business “rests on the most unstable foundations, rotten to the core due to its illegal dependence on stolen trade secrets.” OpenAI responded with the usual line: “we have no interest in other companies’ secrets.” No admission, no drama. The timing could not be worse: this lands right as OpenAI prepares for a historic IPO, while it was already dealing with Musk’s lawsuit, which it lost in May and plans to appeal, plus its copyright fight with The New York Times. The relationship was already damaged, and the new Siri, coming this fall, runs on Google’s Gemini, not OpenAI. The race for AI hardware is no longer won just by outperforming your rival. Now you also have to sue them. $GOOG (Alphabet) $SPCX (Space Exploration Technologies Corp) $NVO (Novo-Nordisk A/S SPONS ADR) $BTC $ETH @HectorCubi
Not investment advice. The author may have financial interests in the mentioned instruments.
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