Dispatch

Google’s ‘AI Mode’ • Billionaires at Dinner • Nintendo’s Switch 2 • Amazon’s Bond Problem

No ‘Apple Prime’ • RIP David Bonderman • Cable Is Now Sports • Apple v. Meta v. Europe • Glimpse of Superman

Meta’s 2025 Reality Bets • Lego’s IP Problem • Microsoft’s GPU Hoard • OpenAI’s Cash Needs

Apple’s Top 2024 Apps • ‘Red One’ Streams to Success • YouTube AI Training • Google’s Vanishing Veo

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

Social “Social” Apps • Amazon’s $1M • Altman’s $1M • Apple’s Satellite Watch • Android XR & Headsets

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

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

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

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

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

Bezos on WaPo • Altman on Musk • Musk’s Growing ‘Colossus’ • Stephen A’s Deal • ESPN’s Disney Strategy

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

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

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 ‘The Game’

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 • ‘The Blip’ 1 Year Later

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

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

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

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

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

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

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

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

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

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

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

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

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

Apple’s iPhone “Problem” • End of GPTs? • AR in Your Ears • Gemini in Your Pocket • Amazon’s Grocery Confusion • How to Write About the Election

Meta’s Pop-Up Shops • Square’s Pull Back • RIP “You’ve Got Mail” Man • Marvel’s Gambit • DC’s Joker • Anthropic’s Choice • Saving Star Wars

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

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

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

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

ChatGPT Search • Apple’s Q4 • Alexa’s Delay • Amazon’s Q3 • Intel’s Q3 • AI Writing Versus Learning

Microsoft’s Q1 • Meta’s Q3 • Meta’s AI • Samsung’s Squeeze

Trump’s Stock • Google’s Q3 • Snap’s Q3 • Trump’s Ring

AI Earnings • A New ‘Ternus Note’ • Bezos Reponds • Snap’s Needs • Meta’s Search • An Open Source AI Definition

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 “Desk Lamp”

RIP Foursquare • Okay, Computer • Orion Definitely, Maybe • Polymarket Nonsense • Notion Mail

Peter Todd In Hiding • Intel’s Past Mistakes • Apple’s Roadmap • 20th Century’s Slate • Apple’s Actual Intelligence

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

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

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

OpenAI and Microsoft • Google Re-org • Baseball • Dune Soon

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

Trump/Google • Qualcomm/Intel • AMD/Intel • Slow Horses/Apple • Color/Kindle • Threads/Status

RIP Steve O’Hear • HoloLens Losses • Satya’s Process • A Cheaper Quest • Saving Starbucks • From Afar • iPad Mini Appears

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

WordPress at War • Xbox on Android • Tesla’s Timelines • Submerged Emerges • Cybercab

OpenAI’s Money Mountain • Satoshi’s Mask • Apple’s New Vision • Another Wild Bitcoin Story • Public Benefit Structures

Satoshi Doc • Cybercab • AI Books • Google Breakup

Apple’s Leak • Disney’s Star Wars • Google’s Epic Fail • OpenAI’s Space Race

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

Waymo Cars • Gross Movie Theater Drinks • Rings of Power Heats Up • NFL/Skydance Deals • ‘Crisis’ in VC

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

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

Apple Schooled by Snap & Meta • Oura Rings • Beating AI Bots • The End of HoloLens • A True Consumer Copilot • Goodbye to Some Greats

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

Tech Leaving Theaters, A’s Leaving Oakland, ARM Circling Intel, Apple’s ‘FacePod’, OpenAI Of Course, Meta’s Cheap Quest

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

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…

AI’s Call to Arms, AI’s American Front, AI’s Audible Augmentation

Qualcomm/Intel, OpenAI/Designers, Altman/Ive, Apollo/Intel, Netflix/NFL, WhatsApp/Meta AI, Perplexity/Ads, Xitter/Brazil, Microsoft/Nuclear

Nike Ouster, iPhone Transfer Pain, Small Strawberry Models, China AI, iPhone Licenses, Shohei the Money, Disney’s Unfreeze

Spectacles, Vestager, EC Posts, Meta Letters, PayPal Design, Microsoft Deals, Palmer Luckey Goggles, Spotify Ads

Over-Optimized Apple, John Wick AI, Snap’s New Reality

FX Wins, TikTok Loses, Slack AI, Copilot Pages, JPMorgan’s Apple Card…

Brexit 2, Custom Drinks, For-Profit OpenAI, Amazon Bloat, Apple OS Day…

Apple Ads, Spotify Kids, and Zuck’s Mistake…

Google breakup, Zuck pod, $150B OpenAI, pricey PS5 Pro, aiPhones…

Irish Eyes Not Smiling, Strawberry Ripens, James Earl Jones Passes…

An iPhone event, Google antitrust, Meta interoperability, HBO Emmys, the EU’s degradation of iOS, and the degradation of the EU…

New Telegram Moderation, Boring New iPhones, New Ocean’s Movies, Annoying New Threads, and a New WeChat with Same Old Apple

More Smart Glasses, Blood & Cheese, and M&A History…

Richer superintelligence, less intelligent search, and a luxurious e-ink tablet

‘Founder Mode’, app-level vs. OS-level parental controls, ESPN’s survival plan, and most fun of all, taxes

Amazon keeps ‘hackquiring’, the man who built Barnes & Noble, Disney & DirecTV fight, and no executives really leave Apple…

Meta AI, OpenAI, People Model Collapse, and NVIDIA in everything

NVIDIA kills it softly, Intel is killed loudly, happy birthday Buffett, free speech and less free speech…

NVIDIA’s stock, Meta’s chips, and some Telegram tin hat stuff…

Skydance wins, Hollywood loses, new Apple money man, wow that Kelce money, man and AI Strawberries -- yum

Apple’s movies, robots, and events -- and Oasis with a dash of TNT