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Apple’s AI efforts ‘have struck midnight’ and the only way it can stop getting further behind is acquiring Perplexity, analyst Dan Ives says

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Apple is falling behind in the AI race, and the only way it can catch up is by buying the AI startup Perplexity, according to a top analyst.

Dan Ives of Wedbush Securities said it’s clear Apple is incapable of producing its own AI in-house, despite a company culture that strives to build superior products internally. In recent days, some of Apple’s top AI talent has also been poached by increasingly aggressive AI talent recruiter Meta, Bloomberg reported.

Meanwhile, competitors are increasingly outdoing the company.

“Apple is at a highway rest stop on a bench watching this 4th Industrial Revolution race go by at 100 miles an hour,” wrote Ives in a Wednesday note.

Apple did not immediately respond to Fortune‘s request for comment.

Ives was more hopeful about Apple’s AI prospects in January, despite writing that the company was facing a “fork in the road” year on the technology. At the time, he highlighted Apple’s clearest advantage in the AI arms race: its existing base of 1.5 billion iPhones and 2.3 billion iOS devices used by people around the world. 

In his Wednesday note, Ives struck a more apprehensive tone, adding Apple still retained the advantage of its widespread devices and could eventually win the AI race, but that its “window is narrowing.” Apple’s most recent WWDC, its annual event for showcasing new tech, also “was a snoozer,” Ives wrote, and barely mentioned AI.

“Apple is way too behind and does not have the AI technology to compete. The clock has struck 12, they need to acquire Perplexity or risk getting further behind,” Ives told Fortune in an email.

Even if Apple has to pay around double what it is currently worth, it should acquire Perplexity, he wrote. The San Francisco-based startup, reportedly worth $14 billion, has made strides among AI enthusiasts for citing links to articles and other information when its AI responds to queries. Perplexity on Tuesday also launched Comet, an AI-based web browser, for select subscribers, in its latest effort to compete with tech giants Google and Microsoft

Yet, Tomasz Tunguz, the founder of Theory Ventures, which invests in early-stage enterprise AI startups, said acquiring Perplexity would come with myriad privacy considerations for Apple. The company is used to providing end-to-end encryption for products like iMessage and FaceTime, and would need to find a solution for how Perplexity would run, either locally or on a secure cloud architecture.

“They would need to have a lot of confidence they could build an architecture from end to end that had that privacy component,” Tunguz told Fortune.

Kevin Novak, founder and managing partner of early-stage AI investment firm Rackhouse Ventures, said it’s unclear whether a large acquisition would work for Apple. The company has tried to maintain the pro-building ethos of Steve Jobs for much of its history, and has been shy to acquire. Among its largest acquisitions was its $3 billion purchase of Beats electronics in 2014.

“This would be challenging for any company, but especially given Apple’s sort-of corporate ethos around perfectionism, may be especially challenging for Apple,” Novak told Fortune.

Still, Ives, for his part, said he believes Perplexity could be a natural fit for Apple and could especially help level up Siri to make it many people’s most frequent exposure to AI. 

“If Apple acquires Perplexity, the combined forces of Cupertino with Perplexity would be a game changer on the AI front and rival ChatGPT given the scale and scope of Apple’s ecosystem,” wrote Ives in the note.



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Monday.com debuts AI tools to help users build, automate and execute work

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Cloud project management provider Monday.com Ltd. today unveiled three artificial intelligence-powered updates to its platform, aimed at boosting productivity and helping users build advanced work solutions without requiring technical expertise.

The new additions include monday sidekick, a context-aware AI assistant; monday magic, a quick way for users to instantly build complete functional workflows within the platform; and monday vibe, which is a “vibe” coding platform that allows users to build custom business apps using enterprise-grade security.

In an interview with SiliconANGLE, Daniel Lereya, chief product and technology officer at Monday.com, described the enhancements as a shift “from work management to work execution,” with a key emphasis on accessibility for nontechnical users.

“AI can actually accelerate our vision,” Lereya said. “It’s not just about putting new tech in place, it’s about giving more power to people who aren’t necessarily tech people, so they can get more business value with less friction.”

The AI sidekick behaves like a private assistant that understands the user’s role, company and work style, which proactively offers help. It’s essentially a copilot that sits within the Monday.com platform and anticipates what the user is trying to accomplish, enabling their work processes by understanding their day-to-day needs.

For example, if the user works in marketing, the sidekick can pull in data from customer relationship management and email to help generate valuable context, prep messaging and customize talking points for campaigns. If the user is a finance manager, the assistant might pull in budget metrics and offer suggestions for optimizing accounting.

“It knows who you are, your role, and your context,” said Lereya. “It doesn’t just assist; it works with you.”

Monday magic allows users to describe their business flow and needs in simple words. From there the AI system automatically builds the solution using the Monday platform’s AI building blocks, a process that might take hours or days of sifting through different components such as data tables and forms.

For example, a user who wants to build a simple, or complex, workflow for event management can tell monday magic: “I am a community manager running a tech event. I need a solution to manage event requests, coordinate event preparation tasks, speakers and schedules.”

The system takes it from there, generating forms, displays and dashboards — including a community manager dashboard, event coordinator dashboard, speaker manager dashboard and the like — all based on that prompt. The user can then adjust or customize the newly generated “Event Management Hub” using follow-up prompts or manually, as usual.

“It reduces the barrier even more,” Lereya said. “You don’t even need to know how to work with the building blocks.”

Finally, the third capability, monday vibe, enables users to build any business application using natural language prompts. Vibe coding refers to a growing trend in which developers and nontechnical users describe the “vibe” — the functionality and outcome they want — rather than writing code line by line. The AI handles implementation while users focus on vision.

Users describe what they want, and the platform generates tailored, secure code behind the scenes. Because it operates entirely within the Monday.com platform, apps built with vibe coding inherit the company’s enterprise-grade security, compliance features and integration capabilities. This makes them suitable for internal tools or upload to the Monday.com marketplace.

“In the enterprise space, this is going to be huge for us,” said Lereya. “You can build every tool you need and trust that it’s secure, compliant and fully integrated.”

Together, Lereya said these features mark a new phase in Monday.com’s AI strategy, which emphasizes not just assistance, but actual execution. He said AI that can carry out real work, on behalf of the user, within secure and customizable workflows.

Image: SiliconANGLE/Microsoft Designer

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Terror Groups Exploit AI and Emerging Tech as Domestic Attacks Surge 357% HS Today

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Domestic terrorism incidents in the United States surged by 357% between 2013 and 2021, as terrorist organizations began leveraging artificial intelligence, drones, and other advanced technologies for recruitment and attack planning. During this eight-year period, the Department of Homeland Security (DHS) documented 230 domestic terrorism incidents, with racially and ethnically motivated attacks proving to be the most lethal and destructive.  

The alarming statistics come as federal agencies grapple with significant coordination challenges and emerging technologies that experts warn are creating unprecedented security vulnerabilities across critical infrastructure.  

“We’re seeing attacks against hospitals, water supply systems, rural schools—targets that would have been unthinkable in previous conflicts,” said Nitin Natarajan, former Deputy Director of the Cybersecurity and Infrastructure Security Agency (CISA). “The rules are changing in what we’re seeing nation-states and cyber criminals do.”  

Digital Weapons in Terrorist Hands 

The convergence of accessible technology and extremist ideology has created what security professionals describe as a “perfect storm” for modern terrorism. Unlike traditional threats that required extensive resources and training, today’s digital weapons can be deployed by amateur users with devastating effect.  

“The beauty of cyberattacks is they don’t require boots on the ground; they can be executed globally, without borders, from anywhere,” Natarajan explained during a recent gathering of experts convened by Homeland Security Today to discuss evolving cyber, technology, weapons of mass destructions (WMDs), and tactics in the digital age. “Many can be low-cost yet still have disruptive impacts and effects.”  

Terrorist groups like ISIS have established sophisticated cyber units, including the United Cyber Caliphate, conducting everything from website defacements to denial-of-service attacks. While these may seem like small-scale operations, experts warn that advancing technology will enable more destructive capabilities with fewer resources.  

Federal Agencies Face Coordination Crisis 

Despite the growing threat, federal agencies tasked with combating domestic terrorism are struggling with fundamental coordination problems. A Government Accountability Office (GAO) investigation revealed that the Federal Bureau of Investigation (FBI) and DHS agents often don’t know when or with whom to share critical threat information.  

“When we spoke with agents on the ground, they said they didn’t always know who to share the threat information with and when to do it,” said Triana McNeil, Director of GAO’s Homeland Security and Justice Team. “That’s an issue when you’re trying to counter these threats.”  

The coordination problems extend beyond federal agencies. The nation’s first-ever domestic terrorism strategy, released in 2021, lacked: clear roles for state and local partners, performance measures to track progress, and identified resources to achieve its goals – all considered essential elements of effective national strategies – according to GAO’s report examining the National Strategy on Countering Domestic Terrorism.  

Private Sector Partnerships Under Strain 

Social media and gaming companies have become unlikely frontlines in the fight against domestic terrorism, with 33% of mass attack perpetrators posting content online and 20% of adult gamers exposed to extremist material. However, government partnerships with these companies remain haphazard.  

“There was no strategy, there were no clear goals about what you’re trying to achieve when you’re making these connections with different companies,” McNeil noted, describing the current approach as scattered and ineffective.  

The GAO found that while FBI and DHS have developed various tools to share and receive threat information from private companies, the efforts lack coordination and strategic direction.  

Next Generation Vulnerabilities 

Perhaps most concerning is how the next generation approaches cybersecurity. At a recent New York City event, college students shocked security experts when asked, “Are they thinking about cybersecurity in their day-to-life as they are using technology?” by declaring they “don’t care about privacy and we don’t care if people take our personal information theft.  

As Natarajan relayed this story, he warned. “We’d be remiss if we didn’t factor in how the next generation is looking at cybersecurity as part of their day-to-day life—it’s very different from how we look at it.”  

Critical Infrastructure in Crosshairs 

The water sector represents the next major vulnerability, with 141,000 utilities nationwide, many lacking basic cybersecurity protections. Iranian hackers recently exploited water systems using default passwords of “1111”—attacks that could have been prevented by changing passwords to “2222.”  

“When those victims were notified, they didn’t even know how to change the default password,” Natarajan revealed. “Some said the person who installed the system left five years ago and doesn’t work here anymore.”  

Food and agriculture systems face similar risks, with modern tractors now containing two million lines of code and extensive data flows that could be manipulated to disrupt everything from seeding to harvesting.  

Resource Constraints Amid Growing Threats 

These mounting challenges come as security agencies face potential budget cuts. CISA, which grew from 2,100 to 3,400 employees over four years with strong bipartisan support, now faces proposed reductions of 25-33%.  

“We are already outnumbered 50 to 1” against Chinese cyber operations alone, Natarajan pointed out, citing FBI Director Christopher Wray’s testimony. “That situation is only getting worse as we see reductions in funding and government workforce.”  

The intersection of emerging technologies, resource constraints, and evolving terrorist tactics creates an unprecedented challenge for homeland security. As experts noted, the threat landscape will only grow more complex as artificial intelligence and other emerging technologies become more accessible to those seeking to cause harm.  

“We need to make sure we’re doing more to build resilience into our nation’s critical infrastructure,” Natarajan emphasized, “and continue to take the lead internationally in setting standards that reflect our values and those of like-minded allies.”  

This article is based on key insights shared at Homeland Security Today’s COUNTERTERRORISM2025 summit. 



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Many SMBs say they can’t get to grips with AI, need more training

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  • Small businesses are less confidence with AI than larger ones
  • Half of businesses say AI has become critical
  • Training and policies should be more comprehensive

New research has claimed barely one in 10 (12%) SMEs have invested in AI-related training for their staff.

The report from The Institute of Coding revealed nearly one in three (29%) SMEs now see a lack of training as their biggest obstacle to AI tools adoption, with a further one in two (52%) citing a lack of internal skills and knowledge as the main battier.



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