> ## Content Index > Fetch the complete content index at: https://adjacent.media/llms.txt > Use this file to discover other available public pages before exploring further. # Earnings, Shortages, and the AI Bill Coming Due, AI Making Promises It May Not Be Able to Keep, The Rest of the Board - URL: https://adjacent.media/scan/2026-05-07-am/ - Published: 2026-05-07T10:03:36.000Z - Updated: 2026-05-07T10:03:37.000Z - Description: Earnings season is doing double duty this week: Microsoft is showing what an agentic business model actually looks like in practice, while Apple is running short on RAM. Add a $250M Siri settlement, government AI safety checks, and Character. - Author: Jonathan Greene - Tags: #scan-am, #scan Earnings season is doing double duty this week: Microsoft is showing what an agentic business model actually looks like in practice, while Apple is running short on RAM. Add a $250M Siri settlement, government AI safety checks, and Character.AI in court for impersonating a doctor, and Thursday looks like an accounting for promises made two years ago. > **$250M** — Apple is settling a shareholder class action over its delayed Siri overhaul — the one that still hasn't arrived. *(AppleInsider)* --- ### Machines & Minds #### [Microsoft Earnings, Apple Earnings](https://stratechery.com/2026/microsoft-earnings-apple-earnings/?ref=adjacent.media) Microsoft is demonstrating what agentic AI looks like as an actual revenue model, while Apple is caught between Mac momentum and a worsening memory crunch. *(Stratechery)* #### [Apple Cuts More Mac Studio and Mac Mini RAM Options as Memory Shortage Worsens](https://www.macrumors.com/2026/05/05/apple-mac-studio-mac-mini-ram-cuts/?ref=adjacent.media) Mac mini 32GB and 64GB models have been pulled from the online store — the shortage is affecting the product lineup, not just supply footnotes. *(MacRumors)* #### [iPhone 17 Outselling Every Other Phone Worldwide So Far This Year](https://www.macrumors.com/2026/05/06/iphone-17-best-selling-smartphone-q1-2026/?ref=adjacent.media) Six percent of worldwide unit sales in Q1 is a dominant share for a single device, and a strong sign Apple's hardware halo hasn't dimmed. *(MacRumors)* #### [Delayed Siri Features Class Action Suit Ends With Massive $250M Settlement](https://appleinsider.com/articles/26/05/05/lawsuit-over-delayed-siri-features-reaches-massive-250m-settlement?utm%5Fsource=rss) Shareholders get paid; the Siri overhaul remains missing in action — the settlement resolves the legal chapter without resolving the product one. *(AppleInsider)* ### Machines & Minds #### [Character.AI Sued Over Chatbot That Claims to Be a Real Doctor With a License](https://arstechnica.com/tech-policy/2026/05/character-ai-sued-over-chatbot-that-claims-to-be-a-real-doctor-with-a-license/?ref=adjacent.media) Pennsylvania's lawsuit cuts at the identity problem consumer AI has been papering over — when your chatbot tells someone it's a licensed physician, the liability is real. *(Ars Technica)* #### [Google, Microsoft and xAI Agree to Allow Government Safety Checks of Their AI Models Prior to Release](https://siliconangle.com/2026/05/05/google-microsoft-xai-agree-allow-government-safety-checks-ai-models-prior-release/?ref=adjacent.media) Voluntary pre-release government review is a meaningful shift in posture — whether it stays voluntary is the question. *(SiliconANGLE)* #### [Anthropic Comes for the Midmarket Software Spend](https://www.theregister.com/off-prem/2026/05/05/anthropic-comes-for-the-midmarket-software-spend/5228057?ref=adjacent.media) Backed by private equity and banking money, Anthropic is building custom AI systems for business workflows — a direct play against the SaaS stack. *(The Register)* #### [iPhone Users Will Get to Select a Preferred AI Model in iOS 27](https://appleinsider.com/articles/26/05/05/iphone-users-will-get-to-select-a-preferred-ai-model-in-ios-27?utm%5Fsource=rss) Apple opening the AI layer to third-party models is either a hedge against Siri's delays or a genuine platform shift — possibly both. *(AppleInsider)* ### Connected World #### [Nuro Receives Driverless Testing Permit Ahead of Uber Robotaxi Service Launch](https://techcrunch.com/2026/05/05/nuro-receives-driverless-testing-permit-ahead-of-uber-robotaxi-service-launch/?ref=adjacent.media) California greenlit Nuro's Lucid Gravity SUVs for driverless public road testing — the Uber robotaxi timeline just got a little more credible. *(TechCrunch)* #### [Microsoft Gives Up on Xbox Copilot AI](https://www.theverge.com/games/924551/microsoft-xbox-ceo-copilot-ai-asha-sharma?ref=adjacent.media) New Xbox CEO Asha Sharma is winding down Copilot on both mobile and console — an admission that AI assistants don't yet have a natural home in gaming. *(The Verge)* #### ['Avatar' Suit Focuses on Hot Topic in A.I. Age: A Character's Face](https://www.nytimes.com/2026/05/05/business/media/avatar-ai-lawsuit.html?ref=adjacent.media) An actress claims James Cameron's production used her likeness for Avatar's blue-skinned warrior princess — the kind of case that could set precedent for AI-generated character design. *(NYT)* #### [Threads Is Finally Getting DMs on the Web](https://www.theverge.com/tech/924436/meta-threads-web-dms-direct-messages?ref=adjacent.media) A year after mobile rollout, web DMs arrive, closing the kind of gap that kept Threads from being a real workplace tab. *(The Verge)*