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On its earnings call Apple CFO Kevan Parekh said AI could drive customer upgrades and create opportunities “across third‑party apps and partnerships,” without giving specifics. Reuters reports investors are speculating Apple might distribute third‑party AI agents through the App Store and take a revenue cut as App Store commission income faces regulatory and legal pressure.
Epic Games released a preview of a redesigned Epic Games Launcher for Windows, Mac, and Linux that the company says was developed with AI-assisted tools and is “vibe coded.” Epic VP Martin Keely said AI agents helped write and review code under human supervision; CEO Tim Sweeney has separately announced a broader internal shift to “AI-accelerated” development, and Bloomberg recently reported related changes on an unannounced Disney title.
Bloomberg reports Epic Games has instructed developers on an unannounced Disney shooter—previously slated for March—to adopt an “AI-first” workflow, using tools like Anthropic’s Claude for code and to generate all art; Epic described the move as “embracing AI-accelerated development.” The game is part of Epic’s multiyear collaboration with Disney following Disney’s $1.5 billion investment, and Epic already uses AI in Fortnite.
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