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# Nature is Healing 📧
- URL: https://spyglass.org/nature-is-healing/
- Published: 2024-09-18T18:01:09.000Z
- Updated: 2024-09-18T18:02:28.000Z
- Description: Over-Optimized Apple, John Wick AI, Snap's New Reality
- Author: M.G. Siegler
- Tags: newsletter

Happy Fed Rate Cut Day to those who celebrate. We should know how large the cut will be in just a few minutes and that, in turn, will likely send Wall Street into a tizzy – though perhaps not as much of one as comments pointing to how big the *next* rate cut will be, and *when* it will be. 

But in general, any cutting of rates is also going to set in motion a whole range of financial action that has long been frozen in high interest rate amber. Perhaps a bit more muted with the US election looming in just a few weeks now, but still... progress post-inflation, post-COVID, post-ZIRP. Nature is healing?

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### Some Analysis...

[Over-Optimized AppleApple got too good at doing what Steve Jobs did…![](https://storage.ghost.io/c/af/ca/afcaa655-46e2-45b8-889a-2881de5cce69/content/images/size/w256h256/2024/09/UMspy.png)SpyglassM.G. Siegler![](https://storage.ghost.io/c/af/ca/afcaa655-46e2-45b8-889a-2881de5cce69/content/images/size/w1200/2024/09/mgs22_a_machine_with_an_apple_logo_running_on_oil_--ar_43_--v_7da97cf7-5eef-482c-835e-b375f255d4db_2-1.png)](https://spyglass.org/over-oiled-apple/)

[John Wick Chapter AILionsgate cuts a deal to work with AI rather than against it…![](https://storage.ghost.io/c/af/ca/afcaa655-46e2-45b8-889a-2881de5cce69/content/images/size/w256h256/2024/09/UMspy.png)SpyglassM.G. Siegler![](https://storage.ghost.io/c/af/ca/afcaa655-46e2-45b8-889a-2881de5cce69/content/images/size/w1200/2024/09/mgs22_john_wick_made_using_AI_--ar_43_--v_6.1_ea0ab45c-7b12-4df3-8a42-88904f61af2c_1-1.png)](https://spyglass.org/john-wick-ai/)

[Snap Keeps Augmenting Their Tricky RealityThe new Spectacles approach seems right, but perhaps still too early…![](https://storage.ghost.io/c/af/ca/afcaa655-46e2-45b8-889a-2881de5cce69/content/images/size/w256h256/2024/09/UMspy.png)SpyglassM.G. Siegler![](https://storage.ghost.io/c/af/ca/afcaa655-46e2-45b8-889a-2881de5cce69/content/images/size/w1200/2024/09/Screenshot-2024-09-18-at-5.44.02-PM-1.png)](https://spyglass.org/snap-ar-glasses/)

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### As An Aside...

- While **Larry Ellison** isn't exactly predicting *Minority Report-*level "pre-crime", his thoughts on police "supervision" + AI are the logical pre-step towards it... \[[*TechCrunch*](https://techcrunch.com/2024/09/16/oracle-ceo-larry-ellison-says-that-ai-will-someday-track-your-every-move/?ref=spyglass.org)\]
- **FlappyBird** is back! But it's not made by original creator Dong Nguyen, who famously took it offline a decade ago. Instead, it appears to be [yet more](https://spyglass.org/the-grift-that-keeps-giving/) crypto grifty nonsense... \[[*Polygon*](https://www.polygon.com/news/452008/flappy-bird-original-developer-not-involved?ref=spyglass.org)\]
- Lest we think the **EU** wins every case against Big Tech, a court just overturned a €1.5B fine against **Google** over online ads – though it can still go to a higher court (the same one [that just ruled against](https://spyglass.org/apple-numerology/#:~:text=%F0%9F%87%AE%F0%9F%87%AA%20EU%20Courts,...%20%5BNYT%5D) Apple and Google in another case) to be reinstated. \[[*Bloomberg*](https://www.bloomberg.com/news/articles/2024-09-18/google-wins-fight-over-1-5-billion-eu-antitrust-fine-over-ads?ref=spyglass.org)🔒\]
  - **Meta** may not be so lucky, as **EU regulators** look set to fine the company up to 10% of their worldwide revenue – *so up to $13.5B* – over their Marketplace service. This is one of the final Margrethe Vestager cases. \[[*FT*](https://www.ft.com/content/6e126355-eef3-46a8-875c-2480861ba38a?ref=spyglass.org) 🔒\]
- **TSMC's** new American plant in Arizona is pumping out its first chip: Apple's A16. Not the latest and greatest chip found in the iPhones 15 or 16, but it could be destined for the next iPhone SE. It's a big deal for US production, of course – especially [with Intel in limbo](https://spyglass.org/intels-white-knight-microsoft/)... If all of this is accurate, expect Apple to rely heavily on the "Made in America" banner. \[[*Tim Culpan’s Position*](https://timculpan.substack.com/p/apple-mobile-processors-are-now-made)\]
- A revolt at **Annapurna's** videogame division leads me to wonder once again [if there's a path to Paramount here](https://spyglass.org/skydance-paramount-scale/) too... \[[*Bloomberg*](https://www.bloomberg.com/tosv2.html?vid=&uuid=5563cbd4-7150-11ef-94fe-2171ee080d57&url=L25ld3MvYXJ0aWNsZXMvMjAyNC0wOS0xMi9hbm5hcHVybmEtdmlkZW8tZ2FtZS10ZWFtLXJlc2lnbnMtbGVhdmluZy1wYXJ0bmVycy1zY3JhbWJsaW5n&ref=spyglass.org) 🔒\]
- The joke is that a network where only AI bots reply to you is the same thing as Xitter, except it's almost the opposite because **SocialAI's** bots can't be mean and [aren't just](https://spyglass.org/a-time-to-kill-twitter/) trolling or rage-baiting. [Fun idea](https://spyglass.org/bots-on-bots/), though. \[[*The Verge*](https://www.theverge.com/2024/9/17/24247253/social-ai-app-replace-humans-with-bots?ref=spyglass.org)\]
- While it sucks that **Mozilla** is shutting down the Mastodon server, it also apparently only had 270 active users (yikes). And it proves [the point of the fediverse](https://spyglass.org/activitypub-ghost-publishing/), in a way: you can easily transfer your account to another server. Still, is Mozilla okay? \[[*TechCrunch*](https://techcrunch.com/2024/09/17/mozilla-exits-the-fediverse-and-will-shutter-its-mastodon-server-in-december/?ref=spyglass.org)\]
- A "Woj bomb" all his own, **Adrian Wojnarowski** is walking away from ESPN to become the GM of the men's basketball team at his alma mater, St. Bonaventure. I suspect they're not paying him the $7M/year Disney was for all this scoops so... good for him to walk away on his own terms! \[[*The Athletic*](https://www.nytimes.com/athletic/5776705/2024/09/18/adrian-wojnarowski-espn-exit/?ref=spyglass.org)🔒\]
  - Fun aside: it has long been a joke/complaint that no one wanted to move to **Bristol, Conn** as they'd have to for work at ESPN HQ – but Woj grew up just two miles from there! \[[*@wojespn*](https://twitter.com/wojespn/status/1836414909829034140?ref=spyglass.org) *– he'll need to change that handle*\]

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### A Golden Oldie...

[Meta’s Quest Against AppleCan ‘Horizon OS’ be the Android to visionOS?![](https://storage.ghost.io/c/af/ca/afcaa655-46e2-45b8-889a-2881de5cce69/content/images/size/w256h256/2024/09/UMspy.png)SpyglassM.G. Siegler![](https://storage.ghost.io/c/af/ca/afcaa655-46e2-45b8-889a-2881de5cce69/content/images/2024/04/Mixed-Reality-Era-1.png)](https://spyglass.org/metas-quest-against-apple/)

---

### And I Quote...

> "In the true spirit of ‘The Bear,’ we will not be making any jokes."

\-- **Eugene Levy**, who hosted this year's Emmys along with his son, Dan Levy, [making a joke](https://www.nytimes.com/2024/09/16/business/media/fx-emmy-wins.html?ref=spyglass.org) about the show which is controversially placed in the "comedy" category each year despite being [awfully serious](https://spyglass.org/bears-of-seasons/)... 

John Koblin's story for *The New York Times* also has some good backstory on the night's big winner: [the FX network](https://spyglass.org/grift-greed/#:~:text=%F0%9F%8F%86%20FX%20Wins,...%20%5BVariety%5D). Including on chairman John Landgraf, who until now was perhaps most famous for coining the term "Peak TV".