Apple Strengthens Mac Privacy Controls Amid Meta Muse AI Debate

Apple is tightening macOS controls over AI agent access to user data, responding to concerns about autonomous software tools gaining access to sensitive information without clear consent. The update, announced on October 2, will require users to give explicit permission before AI agents can access Full Disk Access, which allows broad system-level permissions. Apple highlighted that while Macs have historically allowed broader access than iPhones or iPads, some developers have exploited this flexibility in ways that expose users to risks.

The move comes amid scrutiny over Meta's Muse AI agent, launched on September 8 as a paid personal assistant capable of managing tasks across connected apps. Meta faces backlash after Amazon removed Muse from its marketplace due to unauthorized access concerns, while Shopify welcomed the agent. Meta insists Muse's access to Messages is opt-in and requires separate permissions, but the dispute has not slowed adoption, with Muse surpassing 2.5 million downloads in its first two weeks.

Analysts are divided on the implications. Bank of America's Wamsi Mohan warns that Apple's real risk is losing control over user engagement post-purchase, while Goldman Sachs views Muse as a potential monetization opportunity for Meta. Apple's stock fell 2% following Mohan's note, while Meta's shares rose over 3% the same day. Over August and September, Meta gained nearly 30%, compared to Apple's 4% increase.

Beyond the privacy debate, Apple's broader strategy is under focus. Counterpoint Research reported strong iPhone 18 Pro sales, with Apple holding a 33% market share in China. Jim Cramer endorsed Apple's hardware roadmap, calling the iPhone Duo and foldable device 'amazing.' Meanwhile, Apple is preparing an organizational overhaul to accelerate product launches under CEO John Ternus, with shares dipping 2% on restructuring news.