Apple CEO Tim Cook has indicated the company's strong commitment to artificial intelligence, suggesting new AI-driven product categories and an expansion of services. Cook believes Apple is uniquely positioned to integrate AI in meaningful ways, with reports hinting at a wearable AI pin and the recent acquisition of Q.ai technology to enhance future devices like smart glasses. Apple's services division, a key growth area, generated $24.2 billion last quarter, and AI is expected to further boost this segment, potentially through subscription-based AI services leveraging its vast device ecosystem and privacy focus.
The broader AI landscape continues to evolve rapidly, with tools like Claude Code demonstrating significant impact. A new report from SemiAnalysis reveals Claude Code now accounts for 4 percent of all commits on GitHub, marking a massive 42,896-fold increase in just 13 months. This AI tool can handle entire coding tasks, suggesting a future where AI could generate 20 percent of code commits by year's end. Meanwhile, the demand for generative AI talent is high across industries, with a new Generative AI course starting February 21, 2026, offering practical projects and reflecting salaries ranging from $100,000 to over $200,000.
Amidst this growth, concerns about AI company valuations are rising. Mikael Johnsson, co-founder of Oxx, warns that many AI firms are overvalued, drawing parallels to the dot-com bubble. He points to unreliable Annual Recurring Revenue reporting and low gross margins as key issues, advising a focus on fundamental value, particularly in B2B software and agentic AI. Policy discussions are also gaining traction, with Iowa lawmakers receiving expert advice on creating effective AI policies to encourage innovation while protecting residents. Filmmaker Daniel Kwan has urged the industry to unite on AI, highlighting its incompatibility with current labor laws and the need for caution.
Artificial intelligence, a term first used in 1956, is often misunderstood despite the hype since ChatGPT launched in November 2022. It generally involves building intelligence into computer systems to perform tasks typically requiring human intellect. Even the Catholic Church, through Pope Leo XIV and the document Antiqua et Nova, has addressed AI's potential risks to human dignity and labor. Practical applications and skill development are also being emphasized, with B2BMX 2026 set to host an AI Hackathon designed to boost productivity and teach practical AI workflows for marketing and sales professionals.
Key Takeaways
- Apple CEO Tim Cook anticipates new AI-driven product categories and services, with the company's services division earning $24.2 billion last quarter.
- Apple is reportedly developing a wearable AI pin and acquired Q.ai to enhance future AI devices.
- Claude Code now accounts for 4% of all commits on GitHub, demonstrating significant growth in AI-generated code.
- Mikael Johnsson of Oxx warns that many AI companies are overvalued due to unreliable revenue reporting and low gross margins.
- Iowa lawmakers are seeking expert guidance to develop AI policies that foster innovation while safeguarding residents.
- Filmmaker Daniel Kwan advocates for a united industry approach to AI, citing its incompatibility with existing labor laws.
- A new Generative AI course, starting February 21, 2026, highlights high demand for AI talent, with salaries ranging from $100,000 to over $200,000.
- The B2BMX 2026 conference will host an AI Hackathon to teach practical AI workflows for marketing and sales strategies.
- Artificial intelligence, popularized by ChatGPT, involves building intelligence into computer systems to perform tasks traditionally requiring human intellect.
- The Catholic Church, through Pope Leo XIV, has addressed the risks AI poses to human dignity and labor.
Apple is serious about new AI gadgets
Apple shows strong interest in AI hardware, according to recent comments from CEO Tim Cook and a major acquisition. Cook believes Apple is uniquely positioned to use AI in significant ways and expects new product categories. A report from The Information suggests Apple might be developing a wearable AI pin. The company also recently acquired Q.ai, a technology that could enhance future AI devices like smart glasses and rumored pins for better voice control.
Tim Cook hints at Apple's big AI plans
Apple CEO Tim Cook suggested the company will expand its products and services using artificial intelligence. His comments during a recent earnings call hint at new AI-driven categories beyond traditional hardware. Apple's services division, which earned $24.2 billion last quarter, is its fastest-growing segment, and AI could boost this further. Experts believe Apple might offer subscription-based AI services, leveraging its 2 billion active devices and strong privacy. The company also invests in on-device AI processing for future smart home devices, AR glasses, and health wearables.
Understanding what artificial intelligence truly means
This article explains that artificial intelligence is often misunderstood despite the hype since ChatGPT launched in November 2022. AI generally means building intelligence into computer systems, helping them do tasks people are currently better at. For example, computers excel at chess but struggle with simple human recognition tasks. The Catholic Church, through Pope Leo XIV and the document Antiqua et Nova, has addressed AI's risks to human dignity and labor. The term AI was first used in 1956, and early chatbots like ELIZA existed in the 1960s.
Iowa lawmakers get advice on AI policies
Industry experts met with Iowa lawmakers on Wednesday to offer guidance on creating effective artificial intelligence policies. Iowa aims to stay competitive in attracting AI projects, as it is already a national leader in AI development. Jennifer Young from the Technology Councils of North America noted over 1,100 AI bills filed this year nationwide. Lt. Gov. Chris Cournoyer emphasized that good policy should encourage innovation and protect residents without limiting progress. Experts advised lawmakers to use existing data privacy laws and involve local tech companies in drafting new legislation.
New Generative AI course begins February 21
A new Generative AI course will start on Saturday, February 21, 2026, running for 10 weekends. This course teaches how generative AI uses machine learning to create new, original data. The demand for generative AI talent is high across many industries like Tech, Healthcare, and Finance, with salaries in the US ranging from $100,000 to over $200,000. Students will work on practical projects such as chatbots and multilingual video conversion. Basic programming skills, especially Python, are recommended for enrollment.
Exploring AI's return on investment
This article from the HBR Executive Agenda, published on February 6, 2026, briefly introduces the topic of artificial intelligence's return on investment. The content provided is a summary placeholder, indicating that more information on this subject is available within the full agenda.
Claude Code now writes 4 percent of GitHub code
A new report from SemiAnalysis reveals that Claude Code now accounts for 4 percent of all commits on GitHub, as of February 2, 2026. This AI tool has seen massive growth, increasing 42,896 times in just 13 months since its launch in early 2025. Unlike other tools that offer suggestions, Claude Code can handle entire coding tasks like debugging and refactoring on its own. This trend suggests a future where AI could generate 20 percent of code commits by year's end, changing how software engineers work.
Filmmaker Daniel Kwan urges industry to unite on AI
Oscar-winning filmmaker Daniel Kwan spoke at the Sundance festival on Friday, February 6, 2026, calling for a united industry response to artificial intelligence. He warned against social media trends that might train AI and stressed the need for caution with this new technology. Kwan discussed his documentary, The AI Doc, which explores AI's societal impact and will be released on March 27. He stated that AI is incompatible with current industry systems and labor laws, urging Hollywood and other sectors to work together to establish rules and protections.
B2BMX 2026 to host ultimate AI hackathon
B2BMX 2026 will feature The Ultimate AI Hackathon at the Arizona Biltmore in Phoenix. This event, announced on February 5, 2026, is a hands-on session designed to boost productivity using artificial intelligence. Participants will join teams led by expert Table Captains to develop marketing and sales strategies for real-world business challenges. The hackathon aims to teach practical AI workflows and reduce busywork, allowing attendees to focus on strategic thinking. Spaces are limited to 80 participants, divided into 10 teams of eight.
AI company valuations face scrutiny amid market hype
Mikael Johnsson, co-founder of Oxx, warns that many artificial intelligence companies are overvalued, similar to the dot-com bubble. Published on February 6, 2026, his article highlights "circular investing" where suppliers invest in customers, creating unhealthy partnerships. A major flaw in valuations is the unreliable reporting of Annual Recurring Revenue, which now includes less predictable contract types. Many AI companies also struggle with low gross margins due to high development and maintenance costs, unlike traditional software firms. Johnsson advises focusing on fundamental value, noting opportunities in B2B software and agentic AI for automating professional services.
Sources
- Apple Is More Serious About AI Devices Than We Thought
- Apple’s AI Gambit: Tim Cook Signals Unprecedented Product Expansion Beyond Hardware’s Traditional Boundaries
- Artificial Intelligence Isn’t What You Think It Is
- Industry leaders share AI policy guidance with Iowa lawmakers
- GENERATIVE AI Course Starting from Feb 21, 2026
- What’s the ROI on AI?
- 4% Of GitHub Commits Are Now Made By Claude Code: SemiAnalysis Report
- Daniel Kwan Calls for Coordinated Industry Response to AI: “An All-Hands-on-Deck Situation”
- New for B2BMX 2026, The Ultimate AI Hackathon
- When the music stops: the unravelling of AI companies’ flawed valuations
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