UK regulator proposes letting developers steer users off Apple and Google payments — 2026-06-30

## Short Segments China's Meituan has unveiled LongCat-2.0, a massive AI model trained entirely on domestic chips, marking a significant shift in the tech landscape. This development comes as China seeks to reduce reliance on foreign technology amidst ongoing US export controls. Also on today's episode, Apple accelerates its security updates in response to AI-driven hacking threats, and Google's Gmail Live AI feature enters beta testing. Later, we'll explore the UK regulator's proposal to allow app developers to bypass Apple and Google's payment systems, a move that could reshape the app economy. China's Meituan claims its new AI model, LongCat-2.0, was trained on domestic chips. In a bold move, Meituan has announced that its latest AI model, LongCat-2.0, was developed using home-grown silicon, a first for a model of its size. This comes as a direct response to US export controls on advanced chips, which have pushed China to innovate domestically. The model boasts 1.6 trillion parameters, positioning it as a formidable competitor in the AI space. By leveraging domestic technology, Meituan aims to sidestep international restrictions and bolster China's AI capabilities. This shift not only highlights China's growing tech independence but also signals a potential realignment in global AI development dynamics. Apple is shipping security updates early as AI accelerates hacking threats. Apple has announced a change in its security update strategy, releasing patches earlier than its usual schedule. This decision is driven by the rapid advancements in AI, which have shortened the time needed for hackers to exploit vulnerabilities. By decoupling security fixes from major iOS updates, Apple aims to protect users more swiftly against emerging threats. This proactive approach underscores the increasing importance of agility in cybersecurity as AI continues to evolve. Google's Gmail Live AI feature is now available in beta. Google has launched a beta version of its Gmail Live feature, powered by the Gemini AI. This new tool allows users to search their inbox using voice commands, offering a hands-free experience. The feature is currently being tested by a select group of Android and iOS users. By integrating AI-driven voice search, Google aims to enhance user convenience and streamline email management. This development is part of Google's broader strategy to incorporate AI across its services, potentially transforming how users interact with their digital environments. Panasonic to localize US data-center battery production, CEO says. Panasonic has announced plans to localize the production of data-center battery cells in the United States by fiscal 2028. This move is part of a broader strategy to establish a US-based supply chain for energy storage solutions, catering to the growing demand from data centers. By investing in local production, Panasonic aims to reduce dependency on overseas manufacturing and better serve its US customer base. This shift reflects a trend among tech companies to localize production in response to geopolitical and supply chain challenges. Proton's privacy-focused Lumo chatbot gets image generation capabilities. Proton has rolled out a significant update to its Lumo chatbot, introducing image generation and editing features. Lumo 2.0 now allows users to create and modify images, enhancing its functionality as a privacy-focused AI assistant. This update positions Lumo as a competitor to other AI models like ChatGPT and Gemini, offering users a more comprehensive tool for digital interaction. By integrating these capabilities, Proton aims to expand its AI offerings while maintaining a strong emphasis on user privacy. SAP hands AI product oversight to its CEO and COO in a reshuffle. SAP, Europe's largest software company, has restructured its leadership, placing AI product oversight under the direct management of its CEO and COO. This marks the second major reorganization within the company this year, highlighting the strategic importance of AI in its operations. By centralizing AI oversight, SAP aims to streamline decision-making and accelerate its AI initiatives. This move reflects the growing emphasis on AI across industries, as companies seek to harness its potential for innovation and efficiency. ## Feature Story The UK regulator proposes letting developers steer users off Apple and Google payments. In a significant move, the UK's Competition and Markets Authority (CMA) has proposed allowing app developers to direct users to payment options outside of Apple and Google's ecosystems. This proposal aims to dismantle the current restrictions that prevent developers from steering customers away from the tech giants' payment systems, which have been criticized for their high commission fees. The CMA's initiative is part of a broader effort to foster competition and innovation within the UK's digital markets. Currently, Apple and Google hold a dominant position in the mobile app market, with their app stores serving as the primary gateways for app distribution and monetization. By requiring developers to use their payment systems, these companies have maintained a lucrative revenue stream through commissions. However, the CMA's proposal seeks to challenge this status quo by empowering developers to offer alternative payment methods, potentially reducing costs for both developers and consumers. This development is reminiscent of similar regulatory efforts in other regions, such as the European Union's Digital Markets Act, which also targets the market power of major tech platforms. If implemented, the CMA's proposal could lead to a more competitive app ecosystem, encouraging innovation and potentially lowering prices for consumers. However, it also raises questions about the future of app store business models and the potential impact on user experience and security. As the consultation process unfolds, stakeholders will be closely watching the responses from Apple and Google, as well as the potential implications for the global app market. The outcome of this proposal could set a precedent for other countries grappling with the influence of tech giants in their digital economies. For now, the CMA's proposal represents a bold step towards reshaping the landscape of app distribution and payment systems, with the potential to significantly alter the dynamics of the mobile app industry.