Apple Explores Ways to Welcome AI Agents in App Store, Cerebras IPO Winners, Modals’ Raise

Apple is currently evaluating strategies to integrate agentic AI into its App Store, balancing the need for developer innovation with strict security and privacy standards. Meanwhile, the AI infrastructure market continues to surge, evidenced by the Cerebras IPO, which priced well above expectations and highlighted significant returns for early venture backers like Benchmark and Foundation Capital. The ongoing Elon Musk versus OpenAI trial has reached its evidentiary phase, featuring testimony regarding OpenAI’s governance and internal culture. Additionally, the AI inference sector is experiencing rapid growth, with startups like Modal raising substantial capital to meet the insatiable demand for compute. Industry expert Gokul Rajaram notes that while the chatbot advertising landscape is nascent, it presents a massive revenue opportunity that could eventually rival established search and social media giants by blending search intent with deep behavioral data.