Apple History and Apple Psychology, How Apple Should Capitalize On Its AI Potential, Why It Probably Won't
Revisiting Apple's nadir in the 1990s, along with internal friction that boiled over after Steve Jobs' passing, and explaining why Apple execs should—but probably won't—respond to the Apple Intelligence embarrassment by empowering third-party developers to build great AI products that run locally on the iPhone.
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1:08:55
(Preview) The Murky Future for the NBA, A Variety of Notes on Apple and AI, In Defense of Tech That Removes Friction
A question about the future of the NBA as the league sees record revenues and declining ratings, several emails about Apple's continued adventures in AI, and follow-ups to last week's episode on Formula 1, Amazon, chatbots as the AI UI, and tech that removes friction.
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11:36
(Preview) YouTube Shall Inherit the Earth, NBC’s Peacock Strategy Then and Now, The Grim Future for Cable Networks
Surveying the streaming landscape in 2025, including YouTube’s opportunity to solve problems for millions of frustrated entertainment consumers, Peacock’s murky future, HBO and the Max mess, and lots more.
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14:22
(Preview) Amazon Introduces an AI-Powered Alexa, Is OpenAI the New BlackBerry?, The Social Costs of Removing Friction
Andrew and Ben react to Amazon's announcement for an AI-powered Alexa that has been "100 percent re-architected," and then answer mailbag questions about OpenAI's long-term future, LLM confidence, LLMs and the future of the English language, how a hardware business like Manna should approach aggregators, and the social costs of tech that optimizes for efficiency and eliminates friction. At the end: A word about the most exciting app of 2025.
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12:40
AI Promises and Chip Precariousness, Policy Recommendations and a Changing World, Concerns and Counterpoints
A discussion of Ben's Stratechery article AI Promises and Chip Precariousness, including basic geography and evolving geopolitical considerations informing today's Taiwan tensions, the recent history of US policy surrounding chips, considerations for US policies going forward, and various concerns with lifting the chip ban and implementing stricter controls on chipmaking equipment.