The news came from Bloomberg's Mark Gurman, one of the preeminent sources on everything Apple. Gurman wrote that the tech giant has warned retailers that this week's releases — especially its budget iPhone 17e and MacBook — could drive major interest.
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The threat extends beyond accidental errors. When AI writes the software, the attack surface shifts: an adversary who can poison training data or compromise the model’s API can inject subtle vulnerabilities into every system that AI touches. These are not hypothetical risks. Supply chain attacks are already among the most damaging in cybersecurity, and AI-generated code creates a new supply chain at a scale that did not previously exist. Traditional code review cannot reliably detect deliberately subtle vulnerabilities, and a determined adversary can study the test suite and plant bugs specifically designed to evade it. A formal specification is the defense: it defines what “correct” means independently of the AI that produced the code. When something breaks, you know exactly which assumption failed, and so does the auditor.
2025年事实上已经是保单大重写之年；而从2026年开始，企业会逐步发现，自己买到的不是一张覆盖一切的AI风险保单，而是一张更窄、更贵、且附带更多前置条件的可承保风险。本文关心的不是保险公司如何用AI提效，而是反过来，AI如何重写保险的经营范式。风险从可分散变成同源聚合，黑箱把成本先推到辩护费用，责任链条在供应链里漂移。保险会从概率生意走向治理生意，定价权会从精算迁移到审计与红队证据链。