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Applied AI·July 12, 2026·1 min read

Most Americans now say the public should own half of the big AI companies

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When 69% of surveyed Americans back forcing AI firms to hand half their equity to a sovereign wealth fund, you’re no longer just managing “regulatory risk”—you’re in the realm of ownership politics. Boards and founders building around AI need to scenario-plan for capital structures and control rights that look very different from standard tech playbooks.

Applied AI

Sources: Apple is already taping out M7 with major NPU upgrades, and plans M7 Ultra with 1.5TB RAM, and M8, for 2028; new Pencils are coming with a new iPad Pro

Apple planning M7/M7 Ultra with major NPU upgrades and up to 1.5 TB RAM is a clear tell—on-device AI is being treated as a long-horizon, system-level bet, not a feature. If you build Mac software, assume a world where local models and massive context windows are standard and architect for offline, privacy-sensitive workloads now.