Apple’s WWDC Retreat, Liquid Glass and One Question, Meta Puts $14.8 Billion Toward an AI Reset
A variety of announcements at WWDC, and why Apple’s lack of jaw-dropping news or boundary pushing plans was the most sensible approach available this year. Then: Questions about Meta’s AI execution, as the company reportedly invests $14.8 billion in Scale AI and its CEO Alexander Wang.
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59:21
(Preview) Nike’s Lessons on the Internet, Why Nike on Amazon Makes Sense, Meta and Anduril and Silicon Valley History
What’s gone wrong for Nike and why a deal with Amazon is likely the best way forward, the history of the U.S. military and Silicon Valley, and rationale for both sides of the Meta-Anduril partnership. At the end: Some corrections on Ukraine’s drone attack and more thoughts on the future of high-trust trade.
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8:24
(Preview) Operation Spider's Web and Global Trade, More on io and Devices of the Future, The Allure of Sports on Streaming
Reactions to Sunday’s shocking reports out of Russia and why the virtues of a shipping container may become more complicated in years to come. Then: questions on foldable phones, the io upside, and the future of apps, and NASCAR goes to streaming, where early returns are positive.
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10:22
(Preview) The End of the Ad-Supported Internet, Imagining What Comes Next, A Human-AI Agent PSA
Discussing Ben's Article on the future of the agentic web, including the virtues of the ad-supported internet we've enjoyed for the last three decades, why that model is becoming less viable as the years pass, and the potential for new solutions as agentic web traffic proliferates in the years and decades to come. At the end: An epiphany surrounding AI workflows and chain of thought exchanges between employers and their employees.
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12:29
OpenAI Enters the Hardware Business, The Challenges and Opportunities for Jony Ive, Takeaways from Google I/O 2025
Ben and Andrew react to the news that OpenAI is acquiring Jony Ive's hardware startup for $6.5 billion worth of stock, including questions about the form factor of future AI devices, challenges inherent to manufacturing hardware in 2025, the logic of these ambitions for OpenAI, and yes, a few words about the 9-minute video announcing the deal. At the end: Google's plans for its search business, Veo 3 and gen AI videos, and Ben's appearance on the Bill Simmons Podcast this week.
UK