Tech
Why Apple’s camera-equipped AirPods may not be the ‘pervert pods’ consumers fear
Camera-equipped AI wearables today have developed a bit of a reputation problem. Devices like Meta’s Ray-Bans raise concerns about people being recorded without their consent. So the idea that Apple is reportedly preparing to release AirPods with cameras in them seems to conflict with the iPhone maker’s desire to position itself as a privacy-focused tech company.
But Apple’s now-leaked camera-equipped AirPods may not be as creepy as they first sound.
The rumored cameras were reportedly confirmed via video footage found in Apple’s macOS 26.7 RC (short for “release candidate,” or the final test version of the software before it ships publicly). The footage shows a man holding up a book while wearing AirPods and apparently having a conversation with Siri about it.
The audio track accompanying the video says: “With Visual Intelligence, your world becomes savable. See something you like? Just ask me to save it for later.”
The addition of cameras to the popular wireless earbuds is further confirmed through code that references a “Hair Detected” error, which would warn users when their hair is covering the AirPods’ camera. The launch of such a device could very easily backfire on Apple if not done right.
For a company whose brand is built on trust, this is a bigger gamble for Apple than one of its typical hardware refreshes. AirPods currently blend as a simple iPhone accessory that people wear all day without a second thought. A change like this could instead push them to the front of people’s minds, making them wonder whether the person opposite them is secretly recording.
Apple appears to have thought this through, based on prior reporting. According to an earlier report from Bloomberg’s Mark Gurman, the AirPods with cameras won’t be able to record media. As Gurman put it:
“The cameras essentially act as eyes for the Siri digital assistant and aren’t designed to take photos or video. These components — located in both the right and left earbuds — allow the device to capture visual information in low resolution.”
In other words, the goal isn’t to turn one of Apple’s best-selling accessories into a surveillance device (lest they become “pervert pods”). It’s to provide a way for AirPods owners to engage with the newly upgraded Siri AI, which is set to ship in September with Apple’s iOS 27 and other software updates.
That means an AirPods wearer could look at something — like a book, as shown in the leaked video, or perhaps some ingredients they’re preparing to cook, per Gurman’s earlier reporting — and simply ask Siri for help. The feature could also be useful for turn-by-turn walking directions when navigating an unfamiliar city.
For Apple, the bigger strategic bet is that this feature could also push consumers toward, if not a screen-free future entirely, then at least one where there’s less need to pull out an iPhone throughout the day. By baking AI access into a commonly worn and already socially acceptable wearable, Apple’s customers could interact with the world around them in a more natural way than staring down at a glowing screen.
There is one wrinkle, though. Gurman also reported that the new AirPods would include an LED indicator that lights up whenever the device is sharing visual data to the cloud. He questioned the light’s visibility, given the AirPods’ small size, but either way, its inclusion could work against Apple. Though it’s the right thing to do from a transparency and privacy perspective, that LED risks visually lumping AirPods in with other AI wearables already facing public skepticism, like the Meta Ray-Bans, Snap’s Specs, or Google’s new AI glasses. Apple can control what the cameras do, but it’ll have far less control over what people assume they do.
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Tech
Save up to $300 on your TechCrunch Disrupt 2026 pass until August 21
The lowest prices for TechCrunch Disrupt 2026 end in just a few days, this Friday, August 21 at 11:59 p.m. PT. Once that window closes, your chance to save up to $300 on your pass, or get an even larger discount on group pricing, will come to an end.
If you’ve been circling around Disrupt, then now’s the best time to lock in your pass and start getting ready to join the rest of the startup community gathering in San Francisco from October 13-15 at Moscone West!
If Disrupt has been on your radar, now is the time to lock in your pass before Friday’s deadline.
TechCrunch Disrupt: Where the startup ecosystem moves forward
Each year, TechCrunch Disrupt brings together more than 10,000 founders, investors, and startup community members, driving innovation forward. And for our event this year, you’ll find a keen focus on building and developing in the AI era across all of our stages of programming. If you want to be on the cutting edge running into 2027, this is the event for you.
And you don’t have to be a founder to get value out of Disrupt. Whether you’re raising capital, scouting investments, hiring talent, launching a startup, or building strategic partnerships, Disrupt puts you in the middle of the conversations shaping what’s next and can help you make the connections that propel your next year of growth.
Here’s just a glimpse of what you gain by attending:
- Actionable insights from founders, operators, and VCs actively building and investing in today’s market. Our agenda features a wide range of topics, curated to focus on insights that lead to action.
- Direct access to investors looking for their next portfolio company and founders seeking the right partners. Plus, you can get AI-powered networking opportunities through our app or take deeper dives through our many Side Events.
- Early visibility into emerging technologies and startups before they break into the mainstream through our Exhibit Hall.
- High-value connections that lead to funding, partnerships, customers, and career opportunities. Disrupt is about growth, both for startups and yourself!
What’s new at TechCrunch Disrupt 2026
Keeping that focus on building companies in the AI era in mind, we have a great slate of new stages and programming to inspire and educate:
- Real World AI Stage: AI is moving beyond the screen and into the physical world. Explore how robotics, autonomous systems, manufacturing, healthcare, and defense are turning AI breakthroughs into real-world products and businesses.
- Smart Money Stage: Follow the money. From fintech to stablecoins to payments, embedded finance, and AI-driven financial services, this stage explores how technology is reshaping the movement of capital.
- Smart Systems Stage: Every AI breakthrough depends on the infrastructure behind it. Discover the innovations in chips, compute, energy, networking, and data centers that will determine the next generation of technology companies.
Our Disrupt, AI, and Builders Stages are also returning this year, and we have excellent speakers joining us across them all:
You can explore the rest of our extensive speaker lineup right here!
Don’t miss out on the best TechCrunch Disrupt’s prices!
This is your last chance to save before rates increase, so lock in your pass before Friday, August 21 at 11:59 p.m. PT to get the best prices, whether you’re a student looking to get their introduction to the community or an established investor in search of an untapped opportunity.
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Tech
Etched’s valuation doubles to $21B in a month
Etched on Tuesday announced that it has raised another $700 million at a $21 billion valuation, led by Jane Street after the famed quant fund tested and bought the startup’s AI hardware.
Even by AI standards, this valuation step-up is jaw-droppingly fast. Etched was valued at $5 billion in December. It raised a $300 million Series C at a $10.3 billion valuation in July. Now investors have doubled its valuation to $21 billion, up nearly $11 billion, in a month.
Etched delivers its AI tech as full systems that it calls “frontier inference clusters.” (Etched competitor Nvidia calls its full systems AI factories).
Co-founder and COO Robert Wachen told TechCrunch that investors are so enthusiastic because Etched has designed two new components from scratch to speed up inference — the computing process that happens after a user submits a prompt.
“Inference is built in two stages,” Wachen said, “prefill and decode.” In the mathematically and compute-intensive “prefill phase,” the system must understand the prompt, including context. In the memory-intensive “decode” phase, the system generates output tokens, meaning the actual answer the user sees.
Etched created a prefill chip that operates at low voltage, allowing it to pack in more transistors without the typical heat problems of other high-end AI chips. It can therefore process more tokens faster. Etched created a new type of memory and an interconnect for the decode process that the company calls cluster-scale memory.
“It allows many chips to connect together and use a shared memory pool at a very, very fast, low latency,” Wachen said. The result, Etched promises, is higher speeds and lower costs.
Etched is still battling the perception from its early days that it etches a particular model into its chips, meaning that each chip is somehow custom-designed to run one frontier model. That was its original intention, but is no longer the case. Etched’s systems can run any frontier model.
In the blog post announcing the new round, investment firm Jane Street said “We tested the chip and are pleased with the early results. Etched’s unique approach to inference delivers the precision we will need to support our most demanding workloads. We’re excited to now have our own rack running in our datacenter.”
Other investors in Etched include Kleiner Perkins, Sequoia Capital, Andreessen Horowitz, Peter Thiel, Tiger Global, Bain Capital Ventures, Neo, Stripes, Primary, Positive Sum, Diffusion, Argo, and Blackstone.
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Tech
Apple overhauls its EU App Store fees, loosens rules for alternative app stores
Apple on Tuesday announced a simplified commission structure for apps in the European Union in an effort to resolve its disagreements with the European Commission over the tech giant’s business terms. Under the new model, Apple will replace its per-install Core Technology Fee with a flat 5% commission on apps distributed outside the App Store or on the web. Apple also adjusted its rates for alternative payments and for its own in-app purchases, and made it easier for developers to open alternative app stores.
The changes mark Apple’s latest attempt to create App Store business terms that comply with EU regulations, after years of back-and-forth with regulators over the terms’ complexity and fairness.
The tech giant had adjusted its App Store fees in the EU last year after regulators fined Apple €500 million for noncompliance with the EU’s Digital Markets Act (DMA) and threatened further fines. In doing so, Apple presented a more complex fee structure, which critics called an example of “malicious compliance.” The old structure included an initial acquisition fee, store services fees, and different tiers of service based on developers’ needs.
Now, Apple is presenting its latest revision, highlighted by a flat commission of 5% on transactions in apps distributed outside the App Store, either through alternative app marketplaces or the web.
Meanwhile, the new terms set Apple’s in-app purchase fees at 26%, compared with 30% under its traditional terms. Most developers will still qualify for the discounted 15% fee, however, through special programs such as the App Store Small Business Program, Mini Apps Partner Program, and Video Partner Program, and for apps with auto-renewing subscriptions after their first year, Apple said.
In addition, apps using alternative payment processing will pay a 20% commission unless they’re in one of the special programs, in which case the rate will drop to 10%.
Apple also noted that developers will be locked into their chosen payment options for 12 months, whether they use Apple’s in-app purchases, external payments, or a combination of the two.
The company also carves out exceptions for developers allowed to use external links inside their apps, barring such links from apps in the Kids category for safety purposes. Users under 18 years old will also need parental approval before making purchases outside the App Store.
Notably, the new rules loosen the requirements for developers to operate an alternative app store, permitting marketplaces that meet certain financial stability bars.
Previously, Apple required developers to either prove they had significant financial backing or show that they had been in Apple’s Developer Program for at least two years and had an app with more than 1 million first annual installs in the EU in the previous calendar year. Now, the requirement to be a large iOS developer has been scrapped, and Apple has added other ways to demonstrate financial backing, including public company status, financial audits, qualifying VC funding, and more.
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