Dossier

The Spyglass Newsletter

The newsletter sent to subscribers including links to various timely topics with commentary and quick analysis. Recent dispatches are below.

April 2026
Bring Your Own Wolverine šŸ“§
AI at Work vs. Home • The Hunt for Satoshi • Mythos In Your Inbox • The Box Office Is ā€œBackā€ • Meta’s New AI • OpenAI’s Defensiveness • Stargate Stumbles • Anthropic’s Compute Crunch

Friday • April 10, 2026

Go Blue šŸ“§
OpenAI’s ā€œSuper Appā€ • OpenAI’s Leadership Shuffle • YouTube Leans Back • Outlook in Space • Apple at 50 • OpenAI’s Internal IPO Tension • OpenAI’s Industrial Policy • Cursor’s Claude Code & Codex Competitor

Monday • April 6, 2026

The Netflix Football League
Amazon + Globalstar? • OpenAI’s Round • Microsoft’s AI Pickle • Microsoft’s New AI Models • SpaceX IPO • Can He-Man?

Thursday • April 2, 2026

March 2026
The Fall in the House of Sora
Fall of Sora • ChatGPT Apps • xAI Founders • Project Hail Box Office • OpenAI/Anthropic Beef • 2076 iPhone • Chromebooks in School Backlash

Monday • March 30, 2026

Techlash 2: The Return
Apple Opens Siri • Meta Churns • DeepMind History • RIP Mac Pro • Colbert’s ā€˜Lord of the Rings’ • Siri App • RIP Sora

Friday • March 27, 2026

Metaverse, Chrous, Metaverse
Gemini’s Comeback • AI Choice Screens • Apple Maps Ads • Prediction Market Tests • Microsoft’s Ai2 Bet • ARM Chips • Windows Slop • Steve Jobs on the iBook • VW Scout

Tuesday • March 24, 2026

Hail Hail
Throwing Money at AI • Microsoft’s Many Copilots • OpenAI’s Odyssey • Super ChatGPT • Super Gemini • Jensen Selling • TikTok Payola • No TriFold • Dune 3!

Friday • March 20, 2026

Apple’s Half-Trillion Dollar Deal
Anthropic’s Knees • Hollywood’s Windows • Microsoft’s Stargate • Netflix Buys Ben Affleck’s AI • Everyone Comes for OpenClaw • Apple at 50

Friday • March 13, 2026

Swan Songs
Market Volatility • Big Tech/Big AI • End of the 30% Cut • Paramount + HBO • Netflix’s Walk • Tech Pubs Plummet • Apple’s Head in Google’s Cloud • More…

Friday • March 6, 2026

February 2026
A Deal of Paramount Importance
Netflix Walks • AI Taste • Apple’s Touchscreen MacBook • OpenAI’s Round • NVIDIA’s Earnings • AI Panic • Apple, Netflix, and F1 • D’Amaro’s Disney

Friday • February 27, 2026

AIbox
The End of Xbox • NVIDIA’s CPU Move • Meta’s AMD Deal • Apple’s Visual AI • Perplexity + Samsung • Mac Mini Made in the USA • Paramount’s New WBD Bid • Deep Red iPhones

Tuesday • February 24, 2026

The Awkward Key to AI Going Forward: the iPhone
OpenAI’s Device • Xbox Shakeup • Perplexity’s Pivot • NVIDIA’s OpenAI Investment • OpenAI’s Financials • WaPo Shitshow • Seedance v. Hollywood • Meta v. Reality • More…

Sunday • February 22, 2026

Mind the AI
Synthetic Thinking • AI Work • Illicit Distillation • Moon City • xAI Co-Founders Quitting • M&A Back • IBM’s HR Play • YouTube on Vision Pro • & More…

Friday • February 13, 2026

AI Jitters
Wall Street Turns • SpaceX + xAI • Anthropic’s Ads • New Disney CEO • Microsoft’s AI Problems • Spotify’s Physical Book Deal • Moltbook • NVIDIA/OpenAI • Amazon/OpenAI • 2026 iPhone Apps • Walmart $1T

Friday • February 6, 2026

January 2026
How Many Thumbs Up?
Cook’s Movie Screening • Apple’s Dark Knight Strategy • Anti-Google AI Alliance • Meta & Apple’s Opposite AI Strategies • Voice AI Q&A • Elon’s Empire • Amazon’s Big OpenAI Bet • Amazon’s Melania Bet

Friday • January 30, 2026

Double Sunrise at Apple
Apple’s AI and Design Fixers • TikTok ā€œUSā€ • Meta’s Subversive AI Playbook • Apple’s Banana Stand • Sarandos on TV • Who Is This Guy?

Friday • January 23, 2026

Talk to the Pin or Pen or Pendant
AI Hardware • The AiPhone • Oscar Nominations • Apple’s Internal AI Apps • Meta’s First Superintelligent Models • Reed Hastings at the Movies • He-Man!

Thursday • January 22, 2026

The Bens
Netflix vs. Hollywood • AI vs. Hollywood • OpenAI’s Scaling • Sony + Netflix • RIP VR’s Future of Work • Thinking Machines Tick Tock • More on OpenAI Ads • Davos • KPop

Wednesday • January 21, 2026

Apple May Have Their Television After All...
Vision Pro’s NBA Game • Thinking Machines Drama • Wikipedia Turns 25 • The Apple Card Fiasco • Meta Beyond Metaverse • Big Tech CapEx Perspectives • OpenAI/Cerebras Deal

Thursday • January 15, 2026

OK Computer
Vocal Computing’s Moment • Meta’s Compute Infra • Meta’s VR Ending • Apple’s SaaSy Move • Is Claude Cowork For Real? • Is Quantum Computing For Real? There Is No Nintendo

Wednesday • January 14, 2026

AI’s Pitchman Problem
AI has a perception problem.

Monday • January 12, 2026

Incredible AI Startup Valuations in Context
The OpenAI Diaspora Aggregate Value • Is Tim Cook Tired? • xAI’s Big Burn • OpenAI’s Stock Pool • ā€˜Star Wars’ Steady Hand • iOS 26 Penetration

Friday • January 9, 2026

AI Sets Its Sights on Email
Google Sics Gemini on Gmail • Apple Card’s New Money Man • ChatGPT Health • OpenAI’s 2026 Roadmap • Samsung’s Wild Profit Ride • Elon on Bezos • Team USA’s Kits

Thursday • January 8, 2026

Far Out
A ā€˜Hackquisition’ That Wasn’t • New James Bond? • Microsoft Branding At It Again • NVIDIA at CES • WBD v. Paramount Round 8 • New Lucasfilm Jedi • Dude, XPS is Back • Building AI Robots Is Hard

Wednesday • January 7, 2026

Signal: Decidedly Not Live from CES... šŸ“§
Nadella Blogs • ChatGPT App Store • Hollywood’s 2025 • Vision Pro Cuts • Versant Lives! • Labubu Tries to Endure • Old TV

Monday • January 5, 2026

December 2025
Signal: End of the 2025 Line šŸ“§
TikTok Signs • Waymo $100B • OpenAI $830B • FIFA’s Netflix Game • Yann Lecun Raising • Paramount Rejected Again • CoreWeave Scale • Buzzing the Watertower

Friday • December 19, 2025

Signal: Grabbing the Popcorn šŸ“§
Anthropic’s TPU Buy • GPT-5.2 • Apple’s ā€˜HomePad’ • Top 2025 Apps • Data Centers in Space • 5D Chess vs. Tiddlywinks • Deal Swag

Friday • December 12, 2025

Signal: Streaming Time is a Flat Circle šŸ“§
Meta & World Models • EU Strikes Back • Disney’s CEO Race • Michael Burry’s Blog • Anthropic’s Shots at OpenAI • OpenAI’s Spend

Friday • December 5, 2025

November 2025
Signal: Blue Binge šŸ“§
Sutskever on Dwarkesh • OpenAI’s Prototype • Netflix + WB? • HBO Back as HBO • iOS ā€˜Snow Leopard’ • OpenAI CEO • Data Center Debt

Friday • November 28, 2025

Signal: Google Roars Back šŸ“§
World Models • Netflix’s Theatrical Bid • Perplexity’s Mobile Browser • Streaming Pause Ads • Sam Altman’s ā€˜Rough Vibes’ Memo • Wokesters • Zelda Movie

Friday • November 21, 2025

Signal: Bubble Watch šŸ“§
Apple’s Mini App Cut • Battle for Warner Bros • Tesla + CarPlay • The AI Bubble • Thinking Machines at $50B • Apple Bundling MLS into Apple TV • Michael Burry’s Bubble Bet • ā€˜Toy Story 5’ Goes After the iPad

Friday • November 14, 2025

October 2025
Signal: Lego Heads šŸ“§
Apple & F1 • Karpathy on Dwarkesh Pod • Xitter Rethinks Links • Meta’s Private Capital AI Play • iPhone Air Sales • Cue’s Streaming Content Critique

Monday • October 20, 2025

Signal: How You Like Them Apples? šŸ“§
Touchscreen MacBook Pros • Oracle’s Margins • Hollywood Has No Idea What To Do About AI • Fracking Data Centers • Apple TV + Peacock • $1 Steve Jobs Coin

Friday • October 17, 2025

Signal: An M5 Smack in the Face šŸ“§
Spotify & Netflix Gun for YouTube • Eddy Cue on Apple’s Hollywood Goals • Stolen iPhones • ChatGPT Is Bringing Sexy Back • Apple’s Robotic Updates • Stargate Competitor Buys Big Data Center Company • A Tim Cook Labubu!

Wednesday • October 15, 2025

Signal: Apple TV++ for You++ šŸ“§
OpenAI/Broadcom Deal • TBPN’s Rise • Is Xbox Imploding? • RIP TiVo • Meta’s Ray-Ban Display Review • AI’s Use in Comics

Tuesday • October 14, 2025

Signal: One Subversion After Another šŸ“§
Apple’s Pivot from ā€˜Vision Air’ • M5 Devices • ā€˜Tron 3’ Bombs at Box Office • Meta Poaches Thinking Machines Co-Founder • Warner Bros Rebuffs Paramount Offer • OpenAI’s Constantly Evolving Cap Table

Monday • October 13, 2025

Signal: Smothering Smoldering Sora šŸ“§
Apple’s NBA Vision • Making Intel Great Again • The Race to Build ā€˜Colossus 2’ • Meta’s Oddly Aggressive AI PR Approach • Apple’s Watch Re-Org • Amazon Shoves Ads In Your Face

Friday • October 10, 2025

Signal: Google Had, Lost, and Found AI šŸ“§
Sora’s Surging Downloads • Sora’s Hollywood Warnings • Microsoft Trying Health as a Consumer AI Inroads • Netflix Takes On the Gaming Consoles • Jensen Pissed About OpenAI/AMD? • ā€œAI Is Not Your Friendā€

Thursday • October 9, 2025

Signal: The Perpetual Money Machine šŸ“§
Heat 2 • Sora’s Copyright Blindside • Love Bots • Bond’s Guns • An OpenApp Store • Tesla’s Optimus Production Hell • xAI Raising $20B

Wednesday • October 8, 2025

Signal: Financial Funny Business šŸ“§
OpenAI Hardware • OpenAI’s Windows Play • OpenAI’s DevDay • Instagram’s Ring Thing • Paramount Buys The Free Press • The MPA Fires Shots at Sora • Supreme Court Declines Google’s Emergency Halt

Tuesday • October 7, 2025

Signal: A Legal Tidal Wave Approaches... šŸ“§
Why Sora’s Slop Works • OpenAI & AMD • Succession Tea Leaves at Apple • Succession Tea Leaves at Disney • Taylor Swift’s Commercial Beats the Box Office • Bezos on Bubbles • Anthropic, the ā€˜Anti-OpenAI’

Monday • October 6, 2025

Signal: The Life of a Dad šŸ“§
Apple’s Vision Pro Correction • TikTok’s American Dream • Sora Hits #1 • AI Team Turbulence Continues at Meta • Thinking Machines Lab First Product • Instagram’s Threads Communities • Perplexity’s Browser Goes Free

Friday • October 3, 2025

Signal: Sora Break(s) šŸ“§
Sora Soars in Debut • Google’s Gemini Home Event • Meta to Use AI Conversations to Target Ads • OpenAI Staff Grapples with Sora • Amazon’s Gaming Strategy

Thursday • October 2, 2025

Signal: Falling Into Hardware šŸ“§
Alexa+’s Curve • Apple & Intel • Amazon’s 2025 Hardware Event • Apple’s Leaky Product Pipelines • Apple Testing a ChatGPT-Like App • The Free TV with Always-On Ads • YouTube Pays Off President Trump

Wednesday • October 1, 2025

September 2025
Signal: Pumpkin Spice iPhone Day šŸ“§
Meta’s Media AI Play • Kimmel Tick-Tock • Apple Injecting Talent into OpenAI • Google Injecting Gemini into Chrome • Prime Video Adding ā€˜The Masters’ • Optimus vs. the Global Economy

Friday • September 19, 2025

Signal: Meta Vision šŸ“§
Meta Ray-Ban Display • Zuck on Glasses • NVIDIA’s Investment in Intel • Jimmy Kimmel No Longer Live • Face-On Report with the AI Glasses

Thursday • September 18, 2025

Signal: Looking Back at Hardware šŸ“§
AI Safety • AI Settlements • RIP Robert Redford • The TikTok Deal • The iPhone Air Flop? • A Touchscreen MacBook? • Spies & Scotch & Martinis

Wednesday • September 17, 2025

Signal: Meta’s $800 Question šŸ“§
TikTok Everlasting • Public Company Quarterly Reporting • How People Are Using ChatGPT • How People Are Using Claude • John Malone Keeps Talking • Nintendo Virtual Boy Lives!

Tuesday • September 16, 2025

Signal: Fine, Woven Revisited šŸ“§
iPhone Air: Will it Bend? • OpenAI’s $350B Problem • ā€˜Demon’ Box Office • Publishers Suing Google Over AI • Gemini Tops App Store Charts • Emmy Winners & Losers • The Tik Keeps Toking…

Monday • September 15, 2025

Signal: OpenAI’s PBC Race Is On šŸ“§
Paramount Skydance + WBD • Techmeme at 20 • The Ozempic iPhone • Larry Ellison Riding the AI Wave • A Protocol for AI Data Licensing • No AirPods Translation in the EU • MountDance WarBroDisco

Friday • September 12, 2025

Signal: A Cosmic Orange šŸ“§
KPop, Sony, & Netflix • iPhone Strap • AI Resumes • Amazon’s AR Glasses • Meta’s AI Unit Sparks Tensions • Rise of Small Language Models • Crypto Holding Firms Struggle • ā€˜Good Will Hunting’ with Guns

Thursday • September 11, 2025

Signal: Apple Event Hidden Gems (and Coal) šŸ“§
A special edition of Spyglass Signal today, as I furiously try to catch up on every little nook and cranny of Apple news hidden in yesterday’s iPhone event. And, of course, I wrote 2,000-ish words covering my own high-level thoughts about the event, the announcements, the products, and the

Wednesday • September 10, 2025

Signal: iPhone RAM šŸ“§
OpenAI’s $100B+ Bet • Why LLMs Hallucinate • The President’s Tech Trophy Case • ā€˜Startup Energy’ at Snap • SpaceX Buying Spectrum • Google’s ā€˜Open Web’ Gaffe • OpenAI Ongoing Melodramas • Howard Stern Lives • Vision Pro in Black

Tuesday • September 9, 2025

Signal: iPhone Unveil Week šŸ“§
Anthropic’s Settlement • Rotten Tomatoes Gaming • ā€˜iPhone Air’ Gamble • OpenAI Reorg • ASML & Mistral • ā€˜X Money’ Struggles • ā€˜Conjuring: Last Rites’ Opening • AI’s ā€œNapster Momentā€ • OpenAI’s New Projections

Monday • September 8, 2025

Signal: A Seat at the Fealty Table šŸ“§
Apple & Google are Back • Nintendo’s Genius • Troubling AI • OpenAI’s Custom AI Chip • The White House AI Dinner • ā€˜Nano Banana’ Helps Gemini • Tesla’s $1T Pay Package for Elon • ā€œThe Robot Are Hereā€ • Superman is Coming Back

Friday • September 5, 2025

Signal: Stock Performance Remedies šŸ“§
Instagram for iPad • AI Beyond Transformers • The Sphere Movies Are Not Movies • Google TPUs vs. NVIDIA • ReMarkable’s New Note-Taking Tablet • Atlassian Buys The Browser Company • The Sexy Celeb AI Bot Epidemic • Bond, Young Bond

Thursday • September 4, 2025

Signal: The Google Antitrust Nuance šŸ“§
Antitrust Victory Laps • OpenAI/Statsig • French Studio/Theater Deal • Anthropic’s Round • Tesla’s New ā€˜Master Plan’ • Gemini’s Home Plan • More Apple AI Defections • Super Massive AI Data Centers

Wednesday • September 3, 2025

Signal: Waiting on a Remedy šŸ“§
Standing Ovations • A Streaming Aggregator • Quantum Computer Race • The Atlantic Envy • Doing Things Early • Rising AI Costs • Sam Altman Speaks • YouTube Sportscasters • Walmart Streaming Options • Cracker Barrel Logo!

Tuesday • September 2, 2025

Signal: Cable Bundles of Joy šŸ“§
Zuckerberg & Trump • OpenAI Breaking ChatGPT • John Malone PR Tour • Meta’s Bad Bots • Meta Outsourcing Their AI • Meta’s Scale Situation • Big Short Back?

Monday • September 1, 2025

August 2025
Kick-Off
Apple M&A • Podcast About AGI • Meta’s Llama Salvage • NVIDIA’s Q2 • NVIDIA’s 2 Big Customers • Apple’s Radio Play • Meta’s Big Men on AI Campus • ā€˜TechWoven’ Cases

Friday • August 29, 2025

Seeing Jensen’s Shadow
Google Antitrust & AI • New iPhones Inbound • Intel’s Dance with Trump • OpenAI/Microsoft Talks Extension • Meta AI Defections • Perplexity’s Chrome Offer • Apple’s iPhone Event

Wednesday • August 27, 2025

A Bundle of Bills
Apple’s AI Bake Off • Beatles Anthology 4 • Netflix’s Box Office Win • Elon vs. Apple/OpenAI• Perplexity’s Rev Share • Meta’s Midjourney • Ian Fleming • Sam Altman, CEO • NFL Copilot Tablets

Tuesday • August 26, 2025

Drinking the Liquid Glass
Howard Stern • MLB Streaming Deals • Google’s Gemini Speaker • OpenAI Alumni Valuations • OpenAI’s Business • South Park Comes for Tim Cook

Friday • August 22, 2025

MSN: Escape from the BC
Google’s Pixel Event • Superintelligent Podcast • Anthropic & SPVs • Duffer Brothers Bolt • Meta’s AR Glasses • GPT-5 Backlash • New Paramount Logo

Thursday • August 21, 2025

Can Pixels Meet Atoms in AI?
MSNBC’s Rebrand • Instagram Clutter • Meta as the new BlackBerry • ESPN Streaming • Ron Howard • Meta’s AI Shake-Up (Again) • YouTube Oscars • AOL Dial-Up Signs-Off

Wednesday • August 20, 2025

A New Paramount Decree
SoftBank’s Intel Stake • Apple’s Cheap MacBook • Perplexity’s Browser Buys • Terence Stamp RIP • Meta’s Washington Commanders • Daniel Day-Lewis Returns

Tuesday • August 19, 2025

Back At It
Lina Khan & Figma • Roku’s Cheap Streamer • Meta’s Flirty Chatbot Tragedy • Gemini’s Bad Day • Pixel Mocks iPhone AI

Monday • August 18, 2025

Down Bad
Apple’s Q3 2025 • Amazon’s Q2 2025 • Figma’s Comeback • The ā€˜AI Trinity’ • iPhone 17 Dummies

Friday • August 1, 2025

July 2025
The Art of the Zuck Memo
Meta’s Q2 2024 • Microsoft’s Q4 2024 • Amazon’s NYT AI Payment • SF is Back Again • Remember the Metaverse?

Thursday • July 31, 2025

Earning the Right to Spend on AI
JPMorgan’s Apple Card • Microsoft’s OpenAI Agreement • Meta’s Thinking Machine Lab Attack • Meta’s Apple Intelligence Attack • Meta’s All-Star Pirates • Prototype iPhone 17 Pro

Wednesday • July 30, 2025

Microsoft’s Miss Minutes
Ring Wearables • Microsoft’s AI Browser • Elon’s Robots • RIP Ozzy, Hulk, & Ryne • Avatar 3 Trailer

Tuesday • July 29, 2025

Happy to Watch at Home Gilmore
Meta’s Chiefs Scientist • Apple & Intel • Anthropic at $150B • Intel & NVIDIA • Apple & Vince Gilligan

Monday • July 28, 2025

Big AI & Big Streaming
Google’s Q2 • EU vs. App Store • Skydance/Paramount Deal Clears • AppleCar One Service • Feeding the AI Monster • Ted Lasso Returns

Friday • July 25, 2025

The AI Comp Equations
Apple Leaks • ChatGPT Agent • Uber Robotaxis • Substack’s Valuation • Netflix’s Q2 • Copilot Challenges • Netflix & AI • Emoji

Friday • July 18, 2025

AI’s Productivity Puzzles
Working at OpenAI • Non-WebKit iOS Browsers • Grok AI Bots • Emmy Noms • Meta’s Open Source AI Path • NVIDIA’s China Trade Deal Win • Zelda Casting!

Wednesday • July 16, 2025

Circling the Whale Carcass
In the span of just a few days, one startup pulled off the trifecta: a failed acquisition, a ā€œhackquihireā€, and now an actual acquisition.

Tuesday • July 15, 2025

Strap In, Vision Pro Owners
Amazon + Anthropic • Talking Apple + Claude • Dun3 • Meta’s Apple Poach • Risks for NVIDIA & Microsoft • Grok 4 • NVIDIA $4T

Thursday • July 10, 2025

Summer’s Sobering Box Office
Apple’s AWS • ā€œAmerica’s Partyā€ • Netflix/Spotify • RIP Michael Madsen • Apple’s EU Appeal • TikTok 2 • Expensive Superintelligence • Mobile Social DAUs

Tuesday • July 8, 2025

Meta’s Cash Cannons
Microsoft Layoffs • A New SVB • Figma’s S-1 • ā€˜The Odyssey’ Teaser • Robinhood’s Startup Equity Tokens • Mac Finder Icon

Thursday • July 3, 2025

Siri’s Brain Transplant
Apple’s Vision Quest • Apple Rings • Paramount Plus Branding • Xitter’s Head of Product • Apple’s Vision Roadmap

Tuesday • July 1, 2025

June 2025
Can Apple Drive to Survive Hollywood?
Happy F1 day to those who celebrate.

Friday • June 27, 2025

Monitoring the (Apple AI M&A) Situation
Apple EU ā€œConcessionsā€ • The ā€œCheat on Everythingā€ AI App • ChatGPT in Schools • America-Made Smartphones • Shopping From TVs • Netflix Experience Malls

Monday • June 23, 2025

No Deal is Safe as Meta Furiously Goes After Superintelligence
Scale’s Data Promise • Lakers Deal • More Mindhuner • xAI’s Burn • The Naked Gun

Friday • June 20, 2025

With Friends Like These...
Tim Cook ā€˜F1’ Photoshoot • WhatsApp Ads • News Sites Crushed By AI • Jurassic Park 7 • Meta/Scale Deal Tick-Tock • He-Man

Tuesday • June 17, 2025

Get In Social Media Losers...
Apple Spinning Siri • Amazon Spinning Movie Theaters • OpenAI + Google Cloud • Alexa+ Users • RIP Brian Wilson • Spaceballs 2!

Saturday • June 14, 2025

A WWDC Trapped in Frozen Liquid
Snap’s Specs • OpenAI’s ARR • The Superintelligence Sales Pitch • Warner Bros Discovery Splits In Two • Tesla Robotaxi Spotting

Wednesday • June 11, 2025

A Quiet Build to WWDC
NASA & SpaceX • Snapchat & Apple Watch • Meta & Defense • Anthropic • AI Regulation • AI Spy Glasses

Friday • June 6, 2025

Nintendo Switch 2 Eve
New Media Layoffs • Automatic AI Ads • OpenAI, The Movie • ā€˜Living Glass’ UI

Wednesday • June 4, 2025

The End of Email
PE-Like AI Roll-Ups • WhatsApp iPad • WWDC UI Not AI • Meta’s Puffin & Puck Headset • Is AI Lying To Us? • 20 iPhones For 28 Years Later

Tuesday • June 3, 2025

May 2025
Have Mercy
Slow Startgate • DoE AI Supercomputer • Meta’s Metaverse at War • The Never Boring OpenAI Board • ChatGPT’s Go-Forward Plan

Saturday • May 31, 2025

A Spiral Notebook
Inside DOGE • Musk Outside • The Dandy Illegal Tariff Plan • Google Home Gemini • Meta AI Restructure • NVIDIA Earnings • Fat iPhone 17 Pro Max

Thursday • May 29, 2025

The WWDC Shuffle
WWDC in 2 Weeks • iOS Xbox App Delay • Apple’s Pressure • Box Office Boomlet • Microsoft Anthropic • Anthropic Agentic Pokemon • AI Shuffle Stick

Monday • May 26, 2025

See You Back In Court
Epic/Apple • Apple/AI • Standing O • Stephen A • Stargate UAE • AI Vader Voice • Netflix Sesame Street • Vision Pro Eye Scroll

Tuesday • May 20, 2025

Explosions in the Sky
Kids & AI • HBO Max • Indian iPhone • Microsoft AI • Fortnite App • Car Play Ultra • Big Llama • OpenAI Codex • Clooney Live • Netflix Live • Air Traffic & Asteroids • Odyssey IMAX • Vision Pro Price

Friday • May 16, 2025

Just Win, Baby
OpenAI & Airbnb Evolve • Hollywood Tariffs • Half-Off Movies • Studio Funding • $treaming E$PN • AI Audiobooks • Stargate UAE • AI I/O + Gemini • Apple Batteries & Brains • Pete Rose • Madden Movie

Wednesday • May 14, 2025

Our Digital Pasts and AI Future
Apple & Fortnite, Big 2027, Leadership • YouTube + NFL • ā€˜Fox One’ • Bill Gates, Trillionaire • Trump’s Anchoring • AI Pope • Cursor & Perplexity Rounds • Gemini iPad • ā€˜Kung Fury’ & ā€˜F1’ • The Paper

Tuesday • May 13, 2025

Cue Sunk My Battleship!
OpenAI’s Dual CEO • Apple’s Smart Glasses Chips • xAI’s New Funding

Friday • May 9, 2025

Big Tech and Big AI
Google’s Antitrust Case Focuses on the AI Future • Mozilla is Doomed without Google Money • Eye-Scanning Orbs Hit Our Shores • Record Everything, Let AI Sort It Out • Beyond Control AI Startups

Tuesday • May 6, 2025

An Epically Bad Week for Apple
App Store Updates • Gemini on iPhones • Meta’s Money • Waymo Cars

Friday • May 2, 2025

April 2025
Peacocking Performative Chats
The Top iPhones Still Need China • Motorola’s Wooden Foldable Razr • Microsoft in OpenAI’s Dust • Revenge of the Sith, Indeed

Tuesday • April 29, 2025

Stacked
iPhones from India • The New Siri Team • Notion Mail • Gemini Users

Friday • April 25, 2025

Dispatch 052: Monopoly Pieces
Startups & Tariffs • ā€˜Sinners’ Reaps Rewards • iPhone 17 Air Pre-Preview • Blue Origin’s Space Cadets • Hycean Life

Tuesday • April 22, 2025

Dispatch 051: Happy Thursday
AI Venture Investment • Perplexity Phones • Meta and Apple AI • OpenAI’s New Ideas Breakthrough

Thursday • April 17, 2025

Dispatch 050: Black Monday 2
Waiting on Alexa+ • Larry Ellison, Media Mogul • Visa Going Hard After Apple Card • Apple Watch’s ā€˜Health+’

Monday • April 7, 2025

March 2025
Dispatch 049: March Madness
AlexNet Open Sourced • Microsoft’s Inflection • Yahoo’s TechCrunch • CoreWeave’s Swap

Friday • March 21, 2025

Dispatch 048: Irish Eyes
OracleTok • Lasso Back • NVIDIA’s Vera • A Leading iPhone Air

Monday • March 17, 2025

January 2025
Dispatch 047: For the Road
My 2025 iPhone Homescreen • Trump’s TikTok EO • A Deal on Tariffs • A Strange Deal • New IMDb Head • Apple v. Google v. Court • Switch Take 2

Tuesday • January 21, 2025

Dispatch 046: Yuge Day
TikTok Trick • The Ban That Wasn’t (But Still Might Be) • A Move to Community Notes • Blue Origin Soars • Perplexity Shoots Its (Long) Shot

Monday • January 20, 2025

Dispatch 045: The Tok Tiks Midnight
Netflix Live Sports • Stephen Miller & Zuck • Netflix, Narnia, and IMAX • Apple AI Notifications • RIP Bob Uecker • RIP David Lynch

Friday • January 17, 2025

Dispatch 044: A Super Switch
Trump’s TikTok EO Option • Should Startups Go Public? • Google & Microsoft Search for AI Business Models

Thursday • January 16, 2025

Dispatch 043: Bromo Sapiens
Masculine Startups • The Fall of Xbox • Meta’s Misinformation Off Switch • TikTok’s Switch Off

Wednesday • January 15, 2025

Dispatch 042: TikTok & Twitter
Sonos Switch • MySports Streaming • Amazon’s Alexa Brain Freeze • Billionaire-Free Social Media • EU Backs off Big Tech

Tuesday • January 14, 2025

Dispatch 041: It’s Political & Personal
On Meta’s Moderation Changes • Inside DOGE • Zuck Slams Apple (Again) • Apple’s Muted 2025 • CES 2025 Recap

Monday • January 13, 2025

Dispatch 040: The Case for a For-Profit OpenAI
RIP Venu • A More Political and Real Time Threads • An OpenAI Auction • Apple’s Tough 2025

Friday • January 10, 2025

Dispatch 039: One Prediction Down...
9 More to Go for 2025 • Netflix Wrestles the WWE Audience • EU Swipes Back at Meta • Howard Marks’ Bubble Watch • TikTok Case Eve

Thursday • January 9, 2025

Dispatch 038: Meta Miscues
Meta’s Social AI Content • Anthropic at $60B • Bluesky at $700M • Dick Wolf’s 30 Minute Show • NVIDIA’s CPU Aspirations

Wednesday • January 8, 2025

Dispatch 037: CaptAIn AmerIca...
Hulu, Fubo, Venu • NVIDIA’s Cosmos • NVIDIA’s DIGITS • Meta’s Board Addition • Meta’s Fact-Checking Subtraction • Dude, You’re Getting a Dell Pro Max Premium

Tuesday • January 7, 2025

Dispatch 036: Cutting Checks, Bending Knees & Kissing Rings
Sam Altman Reflects on a Chaotic Couple Years • 2025 Golden Globes • AI TVs • Uber & Lyft + Robotaxis • Thoughts on Dune: Prophecy

Monday • January 6, 2025