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The Spyglass Newsletter

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

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September 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

December 2024
Dispatch 035: On to ’25
Google’s ā€˜AI Mode’ • Billionaires at Dinner • Nintendo’s Switch 2 • Amazon’s Bond Problem

Friday • December 20, 2024

Dispatch 034: A New Social Media?
No ā€˜Apple Prime’ • RIP David Bonderman • Cable Is Now Sports • Apple v. Meta v. Europe • Glimpse of Superman

Thursday • December 19, 2024

Dispatch 033: Streaming Saves Santa
Meta’s 2025 Reality Bets • Lego’s IP Problem • Microsoft’s GPU Hoard • OpenAI’s Cash Needs

Wednesday • December 18, 2024

Dispatch 032: The PE Playbook for America
Apple’s Top 2024 Apps • ā€˜Red One’ Streams to Success • YouTube AI Training • Google’s Vanishing Veo

Tuesday • December 17, 2024

Dispatch 031: YouTube TV Makes a Costly Mistake
More: The Clock Keeps TikToking... • Kraven the Hunter Bombs • OpenAI Puts Elon Musk On Blast • The Threat of Elon • Meta Suddenly Cares About Non-Profit Structures • Apple Feels Out Folding Options

Monday • December 16, 2024

Dispatch 030: Night of the Jackal
Social ā€œSocialā€ Apps • Amazon’s $1M • Altman’s $1M • Apple’s Satellite Watch • Android XR & Headsets

Friday • December 13, 2024

Dispatch 029
Google’s Mariner • Google’s Astra • Google’s Agents • Google’s Gemini • Suleyman Podcast • Microsoft’s AI Pitch • Apple’s AI Chip • Meta’s Donation

Thursday • December 12, 2024

Dispatch 028
iOS 18.2 • Google v. OpenAI/Microsoft • New FTC Head • GM Crashes Cruise • Sora Slaps

Wednesday • December 11, 2024

Dispatch 027
Microsoft TikTok • TikTok Sale • Google’s Quantum Breakthrough • Apple’s Road to AI • Netflix’s Road to Advertising • Sora is Here

Tuesday • December 10, 2024

Dispatch 026
Sora Lives • AGI Nears • Apple Modems • AT&T Post-HBO • Trump, Tech, EU • Juan Soto’s Money

Monday • December 9, 2024

Dispatch 025
Tim Cook Talks • Intel’s Destruction • Verge’s Subscription • Xreal’s Smart Glasses • OpenAI Pro • Notre-Dame Reborn

Friday • December 6, 2024

Dispatch 024
Bezos on WaPo • Altman on Musk • Musk’s Growing ā€˜Colossus’ • Stephen A’s Deal • ESPN’s Disney Strategy

Thursday • December 5, 2024

Dispatch 023
Inside Intel, Gelsinger Out • Zuckerberg Back in Politics • Unseating NVIDIA • Amazon’s AI Chips • Walmart TVs • Paramount’s Trimming • Splitting the Guinness

Wednesday • December 4, 2024

Dispatch 022
Moana Money • Intel Ouster • Intel Options • New AI Chipmaker • New AI Browser • OpenAI Ads • Big Money Showtime

Tuesday • December 3, 2024

Dispatch 021
Gelsinger Outside • Elon vs. For-Profit OpenAI • Elon vs. Enemies • Bluesky’s Opening • The Killing of Libra • More ARMs Needed in Europe • A Few Thoughts on ā€˜The Game’

Monday • December 2, 2024

November 2024
Dispatch 020
Under 16s Social Media • Threads Starter Packs • Live Vision Pro Content • When Mark Met Donald • Cult of the Smart Geek • Amazon’s New AI Model • ā€˜The Blip’ 1 Year Later

Friday • November 29, 2024

Dispatch 019 🦃
Watching the Parade • Paying for the Parade • Pirate TV Raid • US v. Microsoft Round 2 • Trump’s Anti-Antitrust? • Google Anti-Antitrust

Thursday • November 28, 2024

Dispatch 018
The Xitter Bail Out • OpenAI Tender • Grokking Grok • Smartphone Sales • Fischer Random Chess • Scott Bessent for Treasury

Wednesday • November 27, 2024

Dispatch 017
Meta’s Bluesky • Apple’s China AI Problem • Apple’s Chinese iPhone Problem • Perplexity Voice Pin • Susan’s Message on Lung Cancer

Tuesday • November 26, 2024

Dispatch 016
Apple Throws Their Film to the Wolves • The AI Supercomputer Arms Race • Sony’s Mobile Game • The EU Hunts Bluesky • Bluesky Hunts User Trust • ā€˜Glicked’ Pricked • One Massive iPad

Monday • November 25, 2024

Dispatch 015
The Fate of Chrome • Amazon Tops Up Anthropic • Pros Quit Xitter • Brave Powers AI Search • Apple’s Lazy AI River • RIP Enrique Allen

Friday • November 22, 2024

Dispatch 014
Comcast’s SpinCo Out Hunting • NVIDIA Makes Mint • The Fate of Chrome • Amazon Shows New ā€˜Show’ • End of Around the Horn • Writing on the Web

Thursday • November 21, 2024

Dispatch 013
Jaguar’s Branding • Microsoft’s AI Book Deal • Bluesky Still Rising • Meta AI for Workgroups • Comcast Cleaves • RIP Arthur Frommer

Wednesday • November 20, 2024

Dispatch 012
Selling Chrome • Tech Tariffs • Masa Son’s Bets • Alexa’s Frustrations • Ex-Meta Lobbying • Apple’s Missing Battery Pack

Tuesday • November 19, 2024

Dispatch 011
Samsung/Google Smart Glasses • Star Wars Mess • Netflix Knocked Out • Conan’s Oscars • MicroStrategy’s Comeback • Vision Pro In Focus • Saving ā€˜Inside the NBA’ • Apple Television Lives!

Monday • November 18, 2024

Dispatch 010
Streaming’s Content Maze • Disney’s Earnings • Elon’s Lawsuit • Elon’s Valuations • ChatGPT’s Agentic App

Friday • November 15, 2024

Dispatch 009
Amazon’s Haul • Zuck’s T-Pain • Prime Video Local Sports • OpenAI’s Operator • The Onion’s Infowars • The AI Wall

Thursday • November 14, 2024

Dispatch 008
Bluesky Blooms • AMC Spends • VW and Rivian Expand • xAI’s Supercomputer Shocked the Industry • Apple’s New Home Thing

Wednesday • November 13, 2024

Dispatch 007
AI’s Independence Race • EU’s Bad Meta Ads • AI Chip Shenanigans • Netflix Ads Religion

Tuesday • November 12, 2024

Dispatch 006
Apple’s iPhone ā€œProblemā€ • End of GPTs? • AR in Your Ears • Gemini in Your Pocket • Amazon’s Grocery Confusion • How to Write About the Election

Monday • November 11, 2024

Dispatch 005
Meta’s Pop-Up Shops • Square’s Pull Back • RIP ā€œYou’ve Got Mailā€ Man • Marvel’s Gambit • DC’s Joker • Anthropic’s Choice • Saving Star Wars

Friday • November 8, 2024

Dispatch 004
Trump’s PayPals • Threads Real-Time Fail • Streaming Clint Eastwood • The True Value of Xitter

Thursday • November 7, 2024

Dispatch 003
Lina Gone • Prediction Market Victory Laps • TikTok Saved? • Apple’s Smarter AI • The Return of Tim Apple

Wednesday • November 6, 2024

Dispatch 002
Apple’s Smart Glasses • OpenAI Hardware Hire • RIP JanSport Founder • Ballmer’s $100M Bet on Facts • Netflix Movie Theater Pressure • Apple ChatGPT Upsell

Tuesday • November 5, 2024

Dispatch 001
AI for Startups • RIP Quincy Jones • Days of Thunder 2 • Microsoft’s Copilot Complaints • Apple’s Shifting Vision Pro Strategy • A Game of Thrones Film • On 43

Monday • November 4, 2024

Markets Shaken, Stirred šŸ“§
ChatGPT Search • Apple’s Q4 • Alexa’s Delay • Amazon’s Q3 • Intel’s Q3 • AI Writing Versus Learning

Friday • November 1, 2024

October 2024
Tricking, Treating šŸ“§
Microsoft’s Q1 • Meta’s Q3 • Meta’s AI • Samsung’s Squeeze

Thursday • October 31, 2024

Short & Sweet šŸ“§
Trump’s Stock • Google’s Q3 • Snap’s Q3 • Trump’s Ring

Wednesday • October 30, 2024

Earning Those Earnings šŸ“§
AI Earnings • A New ā€˜Ternus Note’ • Bezos Reponds • Snap’s Needs • Meta’s Search • An Open Source AI Definition

Tuesday • October 29, 2024

A Mac A Day šŸ“§
WaPo Tick Tock • Call of Duty Streaming • War Gaming Videogames • Google’s Computer-Using AI • California’s Film Credit • WaPo’s Broken Back • Arc’s Hard Spot • A New Apple ā€œDesk Lampā€

Monday • October 28, 2024

Quiet. Thinking. šŸ“§
RIP Foursquare • Okay, Computer • Orion Definitely, Maybe • Polymarket Nonsense • Notion Mail

Friday • October 25, 2024

Road Apples šŸ“§
Peter Todd In Hiding • Intel’s Past Mistakes • Apple’s Roadmap • 20th Century’s Slate • Apple’s Actual Intelligence

Thursday • October 24, 2024

Stepping Out šŸ“§
Phone-Sized E-Reader • ARM vs. Qualcomm • Apple Intelligence Smarts • Tragedy and AI • Vision Pro’s Halt

Wednesday • October 23, 2024

Ushering In šŸ“§
Netflix’s Theatrical Strategy • Blade Runner vs. Elon Musk • Disney vs. App Store • Anthropic’s AI PC Control • AirPods Hearing Boost

Tuesday • October 22, 2024

Off to the AI Races šŸ“§
Apple’s XR and AI Fight • A New OpenAI Offshoot • An OpenAI Co-Founder Nears Return • Google Play Stay • Trump and Cook Chat • Disney’s Succession

Monday • October 21, 2024

Smelling the Roses šŸ“§
OpenAI and Microsoft • Google Re-org • Baseball • Dune Soon

Friday • October 18, 2024

Fourth Quarter šŸ“§
Waiting on Alexa • Open Source Meta • Apple Batteries • Bon Iver’s Sable, Uber/Expedia • EU Comes for Elon

Thursday • October 17, 2024

Feature Creeps šŸ“§
Trump/Google • Qualcomm/Intel • AMD/Intel • Slow Horses/Apple • Color/Kindle • Threads/Status

Wednesday • October 16, 2024

On a String šŸ“§
RIP Steve O’Hear • HoloLens Losses • Satya’s Process • A Cheaper Quest • Saving Starbucks • From Afar • iPad Mini Appears

Tuesday • October 15, 2024

Looking Up šŸ“§
The Oscars Look Around • Meta Hold the Meta • Slow Horses Comfort • Barry Diller on Hollywood • SpaceX Achievements • Project Rudy • A Prorated Vision

Monday • October 14, 2024

Emerging šŸ“§
WordPress at War • Xbox on Android • Tesla’s Timelines • Submerged Emerges • Cybercab

Friday • October 11, 2024

Would You Believe? šŸ“§
OpenAI’s Money Mountain • Satoshi’s Mask • Apple’s New Vision • Another Wild Bitcoin Story • Public Benefit Structures

Thursday • October 10, 2024

The Anti-Big Tech Drumbeat šŸ“§
Satoshi Doc • Cybercab • AI Books • Google Breakup

Wednesday • October 9, 2024

The Race for Server Space šŸ“§
Apple’s Leak • Disney’s Star Wars • Google’s Epic Fail • OpenAI’s Space Race

Tuesday • October 8, 2024

Laughing Away from the Bank šŸ“§
Apple’s Release Cadence • VCs for Harris • Amazon’s Election Night • Auteur Flops • All AI Deals All the Time • AI Summarizing AI • Joker’s Folly • Epic’s Meta Verse

Monday • October 7, 2024

The Best of Times... šŸ“§
Waymo Cars • Gross Movie Theater Drinks • Rings of Power Heats Up • NFL/Skydance Deals • ā€˜Crisis’ in VC

Friday • October 4, 2024

So Dramatic šŸ“§
OpenAI’s Valuation • Meta Image Training • DirecTV’s Streaming Hub • Amazon’s AI Tablets • More Ads for Prime Video • Microsoft’s Awkward AI • Meta’s Awkward AI

Thursday • October 3, 2024

Augmented Trust šŸ“§
OpenAI’s Round • Anthropic’s Hire • Talk Tuah • Mutombo • Character’s Path, Microsoft’s Trust • Google’s Glasses

Wednesday • October 2, 2024

I Saw the Colors Fade Away šŸ“§
Apple Schooled by Snap & Meta • Oura Rings • Beating AI Bots • The End of HoloLens • A True Consumer Copilot • Goodbye to Some Greats

Tuesday • October 1, 2024

September 2024
It Rains... šŸ“§
OpenAI’s for-profit path, SoftBank enters the room, DirecTV+Dish, Newsom’s veto, Apple walks, Pixel Fold runs, Mega flops, Meta’s puck, OpenAI deals

Monday -- September 30, 2024

Wolfs in the Henhouse šŸ“§
Tech Leaving Theaters, A’s Leaving Oakland, ARM Circling Intel, Apple’s ā€˜FacePod’, OpenAI Of Course, Meta’s Cheap Quest

Friday -- September 27, 2024

The Chaos Ladder šŸ“§
Meta’s Keynote, Microsoft’s Consumer AI Attempt, OpenAI’s Chaos, LG TV Ads, AI Voice Hypocrisy, and AI Hardware Remains Hard

Thursday • September 26, 2024

AI Day of Demos šŸ“§
Meta’s Smart Glasses, Stability’s Terminator Move, OpenAI’s Voices Live, Zuck is Done with Politics, Microsoft is Done with Bad Design, AI is Coming for Some Jobs, Including Some in Microsoft’s AI Division…

Wednesday •.September 25, 2024

Marzipan šŸ“§
AI’s Call to Arms, AI’s American Front, AI’s Audible Augmentation

Tuesday • September 24, 2024

A Beige Take šŸ“§
Qualcomm/Intel, OpenAI/Designers, Altman/Ive, Apollo/Intel, Netflix/NFL, WhatsApp/Meta AI, Perplexity/Ads, Xitter/Brazil, Microsoft/Nuclear

Monday • September 23, 2024

The Heat Is On šŸ“§
Nike Ouster, iPhone Transfer Pain, Small Strawberry Models, China AI, iPhone Licenses, Shohei the Money, Disney’s Unfreeze

Friday • September 20, 2024

Sixteen Candles Down the Drain šŸ“§
Spectacles, Vestager, EC Posts, Meta Letters, PayPal Design, Microsoft Deals, Palmer Luckey Goggles, Spotify Ads

Thursday • September 19, 2024

Nature is Healing šŸ“§
Over-Optimized Apple, John Wick AI, Snap’s New Reality

Wednesday • September 18, 2024

Grift & Greed šŸ“§
FX Wins, TikTok Loses, Slack AI, Copilot Pages, JPMorgan’s Apple Card…

Tuesday • September 17, 2024

Even Flow šŸ“§
Brexit 2, Custom Drinks, For-Profit OpenAI, Amazon Bloat, Apple OS Day…

Monday • September 16, 2024

Desert Power šŸ“§
Apple Ads, Spotify Kids, and Zuck’s Mistake…

Friday • September 13, 2024

The Air Up Here šŸ“§
Google breakup, Zuck pod, $150B OpenAI, pricey PS5 Pro, aiPhones…

Thursday • September 12, 2024

16, 16 Pro, 16 Pro Max, A18, A18 Pro, 4, Ultra 2, Pro 2, Series 10 šŸ“§
Irish Eyes Not Smiling, Strawberry Ripens, James Earl Jones Passes…

Tuesday • September 10, 2024

Sweet, iPhone 16 šŸ“§
An iPhone event, Google antitrust, Meta interoperability, HBO Emmys, the EU’s degradation of iOS, and the degradation of the EU…

Monday • September 9, 2024

Whopper of a Week šŸ“§
New Telegram Moderation, Boring New iPhones, New Ocean’s Movies, Annoying New Threads, and a New WeChat with Same Old Apple

Friday • September 6, 2024

ā€˜Where to Watch’ Works! šŸ“§
More Smart Glasses, Blood & Cheese, and M&A History…

Thursday • September 5, 2024

Bears of Seasons šŸ“§
Richer superintelligence, less intelligent search, and a luxurious e-ink tablet

Wednesday • September 4, 2024

Spending Apple’s Cash šŸ“§
ā€˜Founder Mode’, app-level vs. OS-level parental controls, ESPN’s survival plan, and most fun of all, taxes

Tuesday • September 3, 2024

Laboring Day šŸ“§
Amazon keeps ā€˜hackquiring’, the man who built Barnes & Noble, Disney & DirecTV fight, and no executives really leave Apple…

Monday • September 2, 2024

August 2024
Something’s Afoot... šŸ“§
Meta AI, OpenAI, People Model Collapse, and NVIDIA in everything

Friday • August 30, 2024

Return of the Rings šŸ“§
NVIDIA kills it softly, Intel is killed loudly, happy birthday Buffett, free speech and less free speech…

Thursday • August 29, 2024

The New iPhone Zone šŸ“§
NVIDIA’s stock, Meta’s chips, and some Telegram tin hat stuff…

Wednesday • August 28, 2024

Feeling Supersonic šŸ“§
Skydance wins, Hollywood loses, new Apple money man, wow that Kelce money, man and AI Strawberries -- yum

Tuesday • Aug 27, 2024

More or Less šŸ“§
Apple’s movies, robots, and events -- and Oasis with a dash of TNT

Monday • Aug 26, 2024