Today’s quick take
There is action on every front. Apple’s latest earnings call shows Tim Cook ready to spend to catch up in the AI race, a new Menlo Ventures study says big businesses now pick Anthropic over OpenAI, and AWS thinks a serverless Mongo-compatible database is the missing piece for agentic apps. Reddit wants to turn itself into your search engine of choice, Elon Musk’s xAI is volunteering for the EU’s safety rules, and a fresh Stack Overflow survey finds developers using AI more even while trusting it less. Here is the full rundown.
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1. Apple signals it will buy its way into AI leadership
On Apple’s Q3 2025 earnings call CEO Tim Cook said the company is “open” to mergers and acquisitions as it reallocates staff to AI projects and boosts spending across the board. Revenue reached 94 billion dollars, up ten percent year over year, with iPhone sales rising to 44.6 billion and services hitting an all-time high of 27.4 billion. Cook confirmed discussions about partnering with or acquiring AI firms such as OpenAI, Anthropic, and Perplexity to power a more capable Siri, even after the planned AI Siri revamp was delayed because it was not reliable enough.
2. Enterprises pick Anthropic ahead of every other model supplier
A Menlo Ventures report shows Anthropic holding 32 percent of enterprise large-language-model usage, edging out OpenAI at 25 percent. For code generation Anthropic’s share jumps to 42 percent, double its nearest competitor. Analysts credit the surge to the Claude 3.5 and 3.7 Sonnet releases, which followed rapid adoption that began in 2024. Closed proprietary models still dominate corporate workloads, with only 13 percent of daily tasks running on open-source systems.
3. Amazon DocumentDB Serverless targets unpredictable AI agents
AWS has taken its MongoDB-compatible DocumentDB fully serverless, promising automatic scaling and up to 90 percent lower costs for workloads whose demand spikes without warning. VP Ganapathy Krishnamoorthy said agent-based AI traffic is “exactly the elastic end of the spectrum” that benefits from pay-for-usage pricing. The new tier supports the Model Context Protocol so developers can bind JSON data directly into agent prompts, and built-in cost guardrails keep bills from running away.
4. Musk’s xAI signs the EU’s safety-and-security pledge
xAI will sign the safety and security chapter of the EU’s voluntary AI Code of Practice, which gives model makers a clearer path to complying with the upcoming AI Act. xAI praised the safety provisions but called other parts of the code an “over-reach” that could hurt innovation. Google has already agreed to all three chapters, Microsoft says it is likely to sign, while Meta is refusing because of legal uncertainties.
5. Reddit doubles down on becoming a search destination
Fresh from its most profitable quarter yet—89 million dollars in net income on 500 million in revenue—Reddit says it will merge its AI-powered Reddit Answers tool into core search and market the platform as a “true search engine.” CEO Steve Huffman told analysts that the native search feature already has 70 million weekly users and that integrating AI summaries will make it easier for the site’s 500 million monthly visitors to find advice buried in comment threads.
6. Developer trust in AI coding tools drops as usage climbs
Stack Overflow’s 2025 Developer Survey finds 84 percent of programmers use or plan to use AI assistants, up from 76 percent last year, but 46 percent say they do not trust the accuracy of AI-generated code, up from 31 percent in 2024. Nearly half report losing time debugging faulty suggestions, and only 31 percent have tried agent-style workflows. Even so, 69 percent of users say the tools boost productivity, and most do not see them as a threat to their jobs.
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