Apple, Microsoft, or Google: Whose platform authenticator rules our passkey future?

The Sector HQ Weekly Digest for November 17, 2025, highlights the latest developments in the AI industry, focusing on the performance of top companies. OpenAI leads with a score of 442385.7 and 343 events, followed by Anthropic and Amazon. The report also notes significant movements, with Sony jumping 277 positions in the rankings, reflecting the dynamic nature of the AI sector.

Google has announced a partial reversal of its policy against third-party app stores, allowing experienced users to install Android apps from alternative sources. This change comes after the company had previously maintained a strict stance against such practices. The decision is seen as a significant shift in Google's approach to app distribution on its Android platform.

A report from the Financial Times indicates that Apple CEO Tim Cook is considering an early retirement in 2026. This development suggests that a succession plan at Apple is becoming more pronounced as Cook's tenure may be nearing its end. The report raises questions about the future leadership of the tech giant and its strategic direction.

Apple has been ordered by a California jury to pay $634 million to medical technology company Masimo for patent infringement. The verdict was announced on November 17, 2025. Following the ruling, an Apple spokesperson confirmed that the company intends to appeal the decision, indicating ongoing legal disputes between the two firms over intellectual property rights.

Tim Cook, the CEO of Apple, may be considering retirement in early 2026, as suggested by speculation surrounding a recent Financial Times article. This speculation follows Cook's recent 65th birthday, raising questions about his future leadership at the tech giant. The article hints that this could be a 'trial balloon' from those close to Cook, indicating that he might want to leave on a high note after Apple's upcoming Q1 earnings report.

Forecasters at the US National Hurricane Center are increasingly utilizing Google's new DeepMind prediction model, which is designed to provide faster and more accurate hurricane forecasts. Despite its advantages, questions regarding the model's methods and reliability persist. The model is noted for being less expensive and time-consuming, potentially aiding in saving lives and property during hurricane events.

The article discusses a five-day journey of learning about AI agents using Google's Agent Development Kit (ADK) and Kaggle. The author, who is involved in developing AI workflows at their company, found the course particularly engaging due to its white papers, which provide in-depth insights into various topics. The experience promises to enhance their understanding of AI agents and their applications in complex workflows.

Apple is reportedly intensifying its succession planning as CEO Tim Cook, who is currently 65 years old, may step down as early as next year. This development indicates that the company is taking significant steps to prepare for leadership transition.