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Bloomberg's Mark Gurman: When OpenAI releases its device, Apple can just immediately fast-follow it and take all its market share. "Apple has the retail stores, the privacy story, the brand. OpenAI has this great AI brand, but they don't have a hardware brand." "I just think the bar to...

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Bloomberg's Mark Gurman says hiring John Giannandrea to lead Apple's AI team has been the biggest mistake of Tim Cook's career at Apple: "In 2018, they hired John Giannandrea. He was this high flyer at Google. He ran AI in search, and Apple thought they would hire this guy and really hit the ground running and be at the forefront of AI." "Just seven years earlier, they announced Siri in 2011. There was absolutely nothing like it. It was a breakthrough. But then it became utter junk." "You haven't even scratched the surface of how big a problem this is for Apple. They've completely screwed up AI in every way, and it comes down to hiring the wrong people and entrusting the wrong people."
1:23

Bloomberg's Mark Gurman says hiring John Giannandrea to lead Apple's AI team has been the biggest mistake of Tim Cook's career at Apple: "In 2018, they hired John Giannandrea. He was this high flyer at Google. He ran AI in search, and Apple thought they would hire this guy and really hit the ground running and be at the forefront of AI." "Just seven years earlier, they announced Siri in 2011. There was absolutely nothing like it. It was a breakthrough. But then it became utter junk." "You haven't even scratched the surface of how big a problem this is for Apple. They've completely screwed up AI in every way, and it comes down to hiring the wrong people and entrusting the wrong people."

TBPN

58,912 Aufrufe • vor 7 Monaten

OpenAI research scientist Aidan McLaughlin argues Twitter is the uncheatable eval for AI hiring because you can't fake loving technology, and posters like Roon become brand assets that entire labs benefit from: "If I were manager or recruiter, I think I would still pay a ton of attention to Twitter. It's a high signal thing. It's kind of hard to fake really loving technology, really having good takes. It's the uncheatable eval in some sense." Sofia: "You guys probably see it as a brand asset to have good posters" Theo: "How much intangible brand value has Roon created for OpenAI? Probably a lot" Aidan: "It's not just OpenAI brand value. When you love technology, when you love AI, when you love the stuff you work on, when you earnestly want it to go well, not just for the company's sake, but to fulfill that promise to an earlier version of you when you were 12 and you had read sci-fi books, that's the aura I get from roon." "Some of that is projected on OpenAI, which I'm grateful for, but some of that's just projected onto San Francisco, or us as people who love AI and just want these things to go well." OpenAI
1:06

OpenAI research scientist Aidan McLaughlin argues Twitter is the uncheatable eval for AI hiring because you can't fake loving technology, and posters like Roon become brand assets that entire labs benefit from: "If I were manager or recruiter, I think I would still pay a ton of attention to Twitter. It's a high signal thing. It's kind of hard to fake really loving technology, really having good takes. It's the uncheatable eval in some sense." Sofia: "You guys probably see it as a brand asset to have good posters" Theo: "How much intangible brand value has Roon created for OpenAI? Probably a lot" Aidan: "It's not just OpenAI brand value. When you love technology, when you love AI, when you love the stuff you work on, when you earnestly want it to go well, not just for the company's sake, but to fulfill that promise to an earlier version of you when you were 12 and you had read sci-fi books, that's the aura I get from roon." "Some of that is projected on OpenAI, which I'm grateful for, but some of that's just projected onto San Francisco, or us as people who love AI and just want these things to go well." OpenAI

MTS

102,210 Aufrufe • vor 1 Monat

The Coca-Cola recipe has long been revealed, and its factory process is open knowledge, yet why has no third brand managed to challenge its dominance besides Pepsi? McDonald's, Starbucks, and Walmart don't seem to boast high technical barriers, so how have they dominated global dining and retail for so many years? This wave of the global AI war is not just a technological race, but even more a battle of branding. While newcomers like DeepSeek and Kimi may make breakthroughs in cost efficiency, building the kind of global brand trust enjoyed by OpenAI, Anthropic, and Gemini is no easy feat. It is much like how China manufactures the iPhone, yet its domestic smartphone brands still struggle to capture high profit margins in the global market
9:25

The Coca-Cola recipe has long been revealed, and its factory process is open knowledge, yet why has no third brand managed to challenge its dominance besides Pepsi? McDonald's, Starbucks, and Walmart don't seem to boast high technical barriers, so how have they dominated global dining and retail for so many years? This wave of the global AI war is not just a technological race, but even more a battle of branding. While newcomers like DeepSeek and Kimi may make breakthroughs in cost efficiency, building the kind of global brand trust enjoyed by OpenAI, Anthropic, and Gemini is no easy feat. It is much like how China manufactures the iPhone, yet its domestic smartphone brands still struggle to capture high profit margins in the global market

BrandAI

15,930 Aufrufe • vor 1 Monat

.Marcus Milione wants Minted New York to become a massive brand, but does not think the path there is just dumping money into paid ads. "I want the brand to be as big as possible. When you're trying to build something like that, I don't think going slow and building a really strong foundation is a bad thing." "I think that there's a playbook where you just turn on the Meta ads faucet and just throw money at it. But I mean, we do very little advertising at all. 99.5% of our posts are organic." "That feels like a really nice, strong foundation where, if we want to turn on the paid advertising, it just makes our life a little bit because we're building a brand that people know. You're not just getting fed ads all the time, then ending up buying it and having no affiliation with the brand."
1:36

.Marcus Milione wants Minted New York to become a massive brand, but does not think the path there is just dumping money into paid ads. "I want the brand to be as big as possible. When you're trying to build something like that, I don't think going slow and building a really strong foundation is a bad thing." "I think that there's a playbook where you just turn on the Meta ads faucet and just throw money at it. But I mean, we do very little advertising at all. 99.5% of our posts are organic." "That feels like a really nice, strong foundation where, if we want to turn on the paid advertising, it just makes our life a little bit because we're building a brand that people know. You're not just getting fed ads all the time, then ending up buying it and having no affiliation with the brand."

TBPN

30,179 Aufrufe • vor 3 Monaten

Here's more analysis on the Apple and Google deal to make a new kind of Siri, after I had a cup of coffee. This is what OpenAI is doing: they're making a variety of new products and going after Apple. Apple didn't want to give OpenAI any more data to help a potential new competitor. The real problem for this OpenAI effort is that we're about to move to glasses. People don't believe me that we're about to move to glasses, but you should, because I just got back from CES and there was a ton of glasses there. For OpenAI to really get somewhere, they need to add a camera to an earphone. While I don't see that in this latest report, I won't be shocked to see a camera show up somewhere eventually. It is cameras that add understanding of the real world, which can lead to many new features that Apple's current AirPods Pro can't match. I believe Apple is developing such a product to go with their glasses, which makes a lot of sense. Also, Google's AI models are better at multimodality; this means they can use cameras in a much better way than even OpenAI's models can. This is why in Silicon Valley robotics companies, a lot of them use Google Gemini: because robots need multimodality. Apple's glasses, which are expected in 2027, have some significant advantages over the others. First, they have eye sensors in them, so it knows where the user is looking. It also can tell what the user is touching, holding, or gesturing towards. This new capability will give Siri a significant parlor trick: it will let Siri answer questions that no other search engine has been able to answer before. But the real reason I'm still bullish on Apple's glasses isn't technology—it's content. Apple has NBA rights and Formula One (among others) and a really great studio system, which has produced one of the biggest hits of the last six months. Pluribus. Apple also, because of its privacy stance, has a significant lead in consumer trust. Because of its retail stores, it also has a significant lead in the ability to: 1. Show people glasses 2. Get them fit properly 3. Get people trained On Saturday, I went to the main Apple store in Cupertino and watched one of the classes that they teach every few hours in an Apple store. The store was packed with people watching the class on a huge screen in the middle of the store. Apple has dramatically changed retail because of its stores, which gives it the most trusted brand in the business and gives it distribution to most of the world's richest people. While OpenAI has almost a billion users, it is unclear whether those users will switch ecosystems from Apple to OpenAI. Even if OpenAI's AI and devices can do a few more things, I'm not so sure anybody's going to care when Apple has very capable headphones that match up with their iPhones and has the world's richest people addicted to the Apple ecosystem (me included). Here is one of the secret Chinese suites at CES, which makes a series of glasses to sell to other brands. This gives you a sense of how fast the glasses world is moving. AI needs to not just tell you what it's seeing, but it needs to show you things to really make the solution complete. Also, Apple usually picks a much better design than anyone else. Because it's such a luxury brand, it can charge more than anybody else and be more profitable. I don't see anyone else being able to put together the whole solution the way Apple can. Therefore, I am still very bullish on Apple making a dramatic announcement about glasses sometime in the next 24 months. At CES, though, it's clear that many manufacturers will try. XREAL 👓 just got $100 million of funding to continue its glasses development, and officials of the company told me it will release its Android XR based glasses later this year. Short version: AI is coming to wearables in a big way, and Apple will do what it always does: come in late to the market and redefine it when it enters. It still has all the pieces to put together the puzzle, even though it doesn't have its own LLM so had to do a deal with Google for that. Yeah, others will be earlier to the market, and will win some buyers because of that, but buyers like me know that and will be happy to put down our other ones to buy Apple because of its advantages. With one big caveat: Apple has to deliver an amazing pair of glasses, and maybe a headphone with a camera, to keep the competition from taking its lunch. Also, behind the scenes there is a big patent battle brewing. Apple has quite a few, but I talked with Ann Greenberg at CES, who started Gracenote. She says she has several patents that will enable a large company to force others to license their technology and that she's already in final stages of selling those patents to a big company. All the big companies have patent portfolios they can use against each other, and particularly smaller, newer, competitors. Microsoft alone has dozens of patents it bought to start off its Hololens efforts, which it gave up on, but Microsoft still has almost 1,000 lawyers who would love to go after other companies for licensing deals. Plus, Google-funded Magic Leap has about 1,000 patents, so it'll be interesting to see if anyone buys the remnants of that company. The question is: can anyone disrupt Apple? Especially OpenAI?
2:14

Here's more analysis on the Apple and Google deal to make a new kind of Siri, after I had a cup of coffee. This is what OpenAI is doing: they're making a variety of new products and going after Apple. Apple didn't want to give OpenAI any more data to help a potential new competitor. The real problem for this OpenAI effort is that we're about to move to glasses. People don't believe me that we're about to move to glasses, but you should, because I just got back from CES and there was a ton of glasses there. For OpenAI to really get somewhere, they need to add a camera to an earphone. While I don't see that in this latest report, I won't be shocked to see a camera show up somewhere eventually. It is cameras that add understanding of the real world, which can lead to many new features that Apple's current AirPods Pro can't match. I believe Apple is developing such a product to go with their glasses, which makes a lot of sense. Also, Google's AI models are better at multimodality; this means they can use cameras in a much better way than even OpenAI's models can. This is why in Silicon Valley robotics companies, a lot of them use Google Gemini: because robots need multimodality. Apple's glasses, which are expected in 2027, have some significant advantages over the others. First, they have eye sensors in them, so it knows where the user is looking. It also can tell what the user is touching, holding, or gesturing towards. This new capability will give Siri a significant parlor trick: it will let Siri answer questions that no other search engine has been able to answer before. But the real reason I'm still bullish on Apple's glasses isn't technology—it's content. Apple has NBA rights and Formula One (among others) and a really great studio system, which has produced one of the biggest hits of the last six months. Pluribus. Apple also, because of its privacy stance, has a significant lead in consumer trust. Because of its retail stores, it also has a significant lead in the ability to: 1. Show people glasses 2. Get them fit properly 3. Get people trained On Saturday, I went to the main Apple store in Cupertino and watched one of the classes that they teach every few hours in an Apple store. The store was packed with people watching the class on a huge screen in the middle of the store. Apple has dramatically changed retail because of its stores, which gives it the most trusted brand in the business and gives it distribution to most of the world's richest people. While OpenAI has almost a billion users, it is unclear whether those users will switch ecosystems from Apple to OpenAI. Even if OpenAI's AI and devices can do a few more things, I'm not so sure anybody's going to care when Apple has very capable headphones that match up with their iPhones and has the world's richest people addicted to the Apple ecosystem (me included). Here is one of the secret Chinese suites at CES, which makes a series of glasses to sell to other brands. This gives you a sense of how fast the glasses world is moving. AI needs to not just tell you what it's seeing, but it needs to show you things to really make the solution complete. Also, Apple usually picks a much better design than anyone else. Because it's such a luxury brand, it can charge more than anybody else and be more profitable. I don't see anyone else being able to put together the whole solution the way Apple can. Therefore, I am still very bullish on Apple making a dramatic announcement about glasses sometime in the next 24 months. At CES, though, it's clear that many manufacturers will try. XREAL 👓 just got $100 million of funding to continue its glasses development, and officials of the company told me it will release its Android XR based glasses later this year. Short version: AI is coming to wearables in a big way, and Apple will do what it always does: come in late to the market and redefine it when it enters. It still has all the pieces to put together the puzzle, even though it doesn't have its own LLM so had to do a deal with Google for that. Yeah, others will be earlier to the market, and will win some buyers because of that, but buyers like me know that and will be happy to put down our other ones to buy Apple because of its advantages. With one big caveat: Apple has to deliver an amazing pair of glasses, and maybe a headphone with a camera, to keep the competition from taking its lunch. Also, behind the scenes there is a big patent battle brewing. Apple has quite a few, but I talked with Ann Greenberg at CES, who started Gracenote. She says she has several patents that will enable a large company to force others to license their technology and that she's already in final stages of selling those patents to a big company. All the big companies have patent portfolios they can use against each other, and particularly smaller, newer, competitors. Microsoft alone has dozens of patents it bought to start off its Hololens efforts, which it gave up on, but Microsoft still has almost 1,000 lawyers who would love to go after other companies for licensing deals. Plus, Google-funded Magic Leap has about 1,000 patents, so it'll be interesting to see if anyone buys the remnants of that company. The question is: can anyone disrupt Apple? Especially OpenAI?

Robert Scoble

275,056 Aufrufe • vor 8 Monaten

Seth Godin explains the difference between a logo and a brand: “If Nike opened a hotel, I think we would be able to guess pretty accurately what it would be like. If Hyatt came out with sneakers, we’d have no clue what they’d be like. That’s because Hyatt doesn’t have a brand—they have a logo.” He continues: “What it means to have a brand is you’ve made a promise to people. They have expectations. It’s a shorthand. And if that is distinct, you’ve earned something. If it’s not distinct, admit you make a commodity and you’re trying to charge just a little bit extra for peace of mind. The problem that Hyatt, Hilton, Marriott, and the rest have is sort by price. Because if I go online now to find a hotel, it’s really simple. Why would I pay $200 extra? I don’t. The value of a brand is how much extra I am paying above the substitute. And if I’m not paying extra, you don’t have a brand.” This seems to be Warren Buffet’s definition of a brand too. Apple has one of the best brands in the world, and he explains the value of this brand loyalty in a pretty unique way: “If you’re an Apple user and somebody offers you $10,000, but the only proviso is they’ll take away your iPhone and you’ll never be able to buy another, you’re not going to take it. If they tell you if you buy another Ford car, they’ll give you $10,000 not to do that, you’ll take the $10,000 and you’ll buy a Chevy instead.” Ford and Chevy have logos. Apple has a brand. Follow Startup Archive for more tactical startup advice!
1:19

Seth Godin explains the difference between a logo and a brand: “If Nike opened a hotel, I think we would be able to guess pretty accurately what it would be like. If Hyatt came out with sneakers, we’d have no clue what they’d be like. That’s because Hyatt doesn’t have a brand—they have a logo.” He continues: “What it means to have a brand is you’ve made a promise to people. They have expectations. It’s a shorthand. And if that is distinct, you’ve earned something. If it’s not distinct, admit you make a commodity and you’re trying to charge just a little bit extra for peace of mind. The problem that Hyatt, Hilton, Marriott, and the rest have is sort by price. Because if I go online now to find a hotel, it’s really simple. Why would I pay $200 extra? I don’t. The value of a brand is how much extra I am paying above the substitute. And if I’m not paying extra, you don’t have a brand.” This seems to be Warren Buffet’s definition of a brand too. Apple has one of the best brands in the world, and he explains the value of this brand loyalty in a pretty unique way: “If you’re an Apple user and somebody offers you $10,000, but the only proviso is they’ll take away your iPhone and you’ll never be able to buy another, you’re not going to take it. If they tell you if you buy another Ford car, they’ll give you $10,000 not to do that, you’ll take the $10,000 and you’ll buy a Chevy instead.” Ford and Chevy have logos. Apple has a brand. Follow Startup Archive for more tactical startup advice!

Startup Archive

45,685 Aufrufe • vor 2 Jahren

Sources Author Alex Heath says Apple may still make AI acquisitions, but they'll likely be focused on talent rather than acquiring a company capable of reshaping its AI strategy. "I think [Apple] could make an acquisition, but it would be talent-based. I don't think there's anything that's going to be fully resetting the strategy or that's foundational, like an Oculus. I think that moment's passed." "All these [AI] companies are huge and mature. You're not going to buy Anthropic. Even if you're Apple, you can't afford it, and they wouldn't sell, so you have to go out on your own."
1:01

Sources Author Alex Heath says Apple may still make AI acquisitions, but they'll likely be focused on talent rather than acquiring a company capable of reshaping its AI strategy. "I think [Apple] could make an acquisition, but it would be talent-based. I don't think there's anything that's going to be fully resetting the strategy or that's foundational, like an Oculus. I think that moment's passed." "All these [AI] companies are huge and mature. You're not going to buy Anthropic. Even if you're Apple, you can't afford it, and they wouldn't sell, so you have to go out on your own."

TBPN

15,928 Aufrufe • vor 3 Monaten

Bloomberg's Mark Gurman says he's aware of an ongoing internal humanoid project at Apple. "They're exploring humanoids. They're not working on it full throttle, but they have a large robotics initiative. They're working on AI robotics technology and robotics hardware."
1:19

Bloomberg's Mark Gurman says he's aware of an ongoing internal humanoid project at Apple. "They're exploring humanoids. They're not working on it full throttle, but they have a large robotics initiative. They're working on AI robotics technology and robotics hardware."

TBPN

29,356 Aufrufe • vor 4 Monaten

Carl Icahn called Tim Cook and told him Apple was "massively undervalued" at a PE of 8x - then asked to buy back $100 billion in stock - Apple is up over 12x since this is him breaking down why Apple is a software company not a hardware company, why Netflix is the greatest consumer bargain of our time, and why he said Marc Andreessen "screwed more people than Casanova" "every time they sell a phone they have another guaranteed flow. people don't get rid of these phones. this is really a software company not a hardware company" "as an old poker player I put all my chips into the pot. I called Tim and told him this should be done. it was a very friendly conversation" "we started buying Netflix at $68. it doubled and they said sell. it doubled again and they said sell. it's in the high $400s now. one of the greatest consumer bargains of our time" bookmark & watch the full conversation ↓
31:32

Carl Icahn called Tim Cook and told him Apple was "massively undervalued" at a PE of 8x - then asked to buy back $100 billion in stock - Apple is up over 12x since this is him breaking down why Apple is a software company not a hardware company, why Netflix is the greatest consumer bargain of our time, and why he said Marc Andreessen "screwed more people than Casanova" "every time they sell a phone they have another guaranteed flow. people don't get rid of these phones. this is really a software company not a hardware company" "as an old poker player I put all my chips into the pot. I called Tim and told him this should be done. it was a very friendly conversation" "we started buying Netflix at $68. it doubled and they said sell. it doubled again and they said sell. it's in the high $400s now. one of the greatest consumer bargains of our time" bookmark & watch the full conversation ↓

Сarm1ne

429,571 Aufrufe • vor 2 Monaten

A new smartphone brand "Wobble" has launched its first smartphone called the Wobble One in India! It's an Indian brand and this is a Made in India smartphone! Should I review this smartphone?
0:23

A new smartphone brand "Wobble" has launched its first smartphone called the Wobble One in India! It's an Indian brand and this is a Made in India smartphone! Should I review this smartphone?

Tech Bharat (Nitin Agarwal)

25,476 Aufrufe • vor 10 Monaten

Everyone wrote Apple off as the AI loser, but one hardware spec might flip that story upside down (Save this). @jason called Apple a screaming buy on the back of a single chip detail. The rumored M7 Ultra, expected around 2028, is designed to support up to 1.5TB of unified memory, enough to run frontier class trillion parameter AI models locally, with no cloud required. The Street's bear case on Apple is straightforward. Apple has no frontier model of its own, Siri has stumbled for years and the company effectively rents OpenAI's models for its hardest queries. That narrative treats Apple as the one Magnificent Seven name that missed the AI wave entirely but the bull case flips that framing on its head. If frontier AI models keep shrinking and getting cheaper to run, Apple doesn't need the smartest model in the world, it just needs to own the device that model runs on. And unified memory is the mechanism that makes this possible. Unlike traditional systems where the CPU and GPU each need separate memory, Apple's architecture lets the CPU, GPU and Neural Engine draw from one shared pool. A fully specced M7 Ultra could theoretically run something on the scale of a 1.2 trillion parameter model locally and that capability plugs directly into the one advantage Apple has spent over a decade building: privacy. Apple has already shipped Private Cloud Compute, a system designed so even Apple can't access user data processed off device. Apple doubled down on this at WWDC 2026, framing on device privacy as non-negotiable while rivals default to the cloud. If the best AI models get small enough to run on Apple silicon, the moat stops being the model and becomes the hardware it has to sit on. Milk Road Pro remains bullish on Apple and it remains as one of our core positions, if you want the full thesis + our full AI trades, come join us using the link below for just a $1.
2:41

Everyone wrote Apple off as the AI loser, but one hardware spec might flip that story upside down (Save this). @jason called Apple a screaming buy on the back of a single chip detail. The rumored M7 Ultra, expected around 2028, is designed to support up to 1.5TB of unified memory, enough to run frontier class trillion parameter AI models locally, with no cloud required. The Street's bear case on Apple is straightforward. Apple has no frontier model of its own, Siri has stumbled for years and the company effectively rents OpenAI's models for its hardest queries. That narrative treats Apple as the one Magnificent Seven name that missed the AI wave entirely but the bull case flips that framing on its head. If frontier AI models keep shrinking and getting cheaper to run, Apple doesn't need the smartest model in the world, it just needs to own the device that model runs on. And unified memory is the mechanism that makes this possible. Unlike traditional systems where the CPU and GPU each need separate memory, Apple's architecture lets the CPU, GPU and Neural Engine draw from one shared pool. A fully specced M7 Ultra could theoretically run something on the scale of a 1.2 trillion parameter model locally and that capability plugs directly into the one advantage Apple has spent over a decade building: privacy. Apple has already shipped Private Cloud Compute, a system designed so even Apple can't access user data processed off device. Apple doubled down on this at WWDC 2026, framing on device privacy as non-negotiable while rivals default to the cloud. If the best AI models get small enough to run on Apple silicon, the moat stops being the model and becomes the hardware it has to sit on. Milk Road Pro remains bullish on Apple and it remains as one of our core positions, if you want the full thesis + our full AI trades, come join us using the link below for just a $1.

Milk Road AI

37,459 Aufrufe • vor 2 Monaten

🚨ELON MUSK: "As we dug into USAID it became apparent that what we have here is not an apple with a worm in it, but we have actually just a ball of worms. If you have an apple with a worm in it, you can take the worm out. If you have a whole ball of worms, it's hopeless. USAID is a ball of worms. There is no apple. And when there is no apple you just need to get rid of the whole thing. That's why it's got to go. It's beyond repair."
0:39

🚨ELON MUSK: "As we dug into USAID it became apparent that what we have here is not an apple with a worm in it, but we have actually just a ball of worms. If you have an apple with a worm in it, you can take the worm out. If you have a whole ball of worms, it's hopeless. USAID is a ball of worms. There is no apple. And when there is no apple you just need to get rid of the whole thing. That's why it's got to go. It's beyond repair."

Autism Capital 🧩

1,541,392 Aufrufe • vor 1 Jahr

Bloomberg's Mark Gurman, who got the scoop on John Ternus's new gig as Apple CEO, explains why he thinks Ternus will do "a hell of a job" in his new role: "He has product sensibilities that Tim Cook simply doesn't have. He has product decision-making ability that Tim Cook certainly has, but wouldn't utilize because he himself knows that product-based decisions are not where he could have the most impact." "Just like Tim Cook really oversaw the operations part of Apple as CEO and left product development to other members of the executive team, my expectation is that John Ternus will be intimately involved with the product side of the organization as he was in his prior role to CEO. And will leave the operational side to people like Sabih Khan and Priya Balasubramaniam — the people who run the operations division at Apple." "He's going to pick his spots, and his spots are hardware and product development. There's a reason that when he chose his successor for the hardware engineering organization, he chose Tom Marieb. He's not an innovator, but he's an incredible execution guy when it comes to hardware engineering and product quality. Ternus did that because his belief is that he will still be intimately involved and still be that product visionary for Apple in this new chief executive position."
1:20

Bloomberg's Mark Gurman, who got the scoop on John Ternus's new gig as Apple CEO, explains why he thinks Ternus will do "a hell of a job" in his new role: "He has product sensibilities that Tim Cook simply doesn't have. He has product decision-making ability that Tim Cook certainly has, but wouldn't utilize because he himself knows that product-based decisions are not where he could have the most impact." "Just like Tim Cook really oversaw the operations part of Apple as CEO and left product development to other members of the executive team, my expectation is that John Ternus will be intimately involved with the product side of the organization as he was in his prior role to CEO. And will leave the operational side to people like Sabih Khan and Priya Balasubramaniam — the people who run the operations division at Apple." "He's going to pick his spots, and his spots are hardware and product development. There's a reason that when he chose his successor for the hardware engineering organization, he chose Tom Marieb. He's not an innovator, but he's an incredible execution guy when it comes to hardware engineering and product quality. Ternus did that because his belief is that he will still be intimately involved and still be that product visionary for Apple in this new chief executive position."

TBPN

22,760 Aufrufe • vor 4 Monaten

John: It's difficult to know if people will ultimately want agents to speak as them, or just communicate on their behalf as separate entities. "In the short term, is it better to have a product like Instinct, where it has your email, iMessage, etc.?" "Or is it actually going to be more likely that people will want to have a degree of separation from their AIs?" "They can say, 'I have an assistant that has its own phone and email, and if I want to share an email, I'll forward my email to the agent.'" "'Or maybe it has read-only access to my email. But if it's going to go book me a reservation, I want it to call from its phone number and identify itself as someone else.'" John Coogan
1:38

John: It's difficult to know if people will ultimately want agents to speak as them, or just communicate on their behalf as separate entities. "In the short term, is it better to have a product like Instinct, where it has your email, iMessage, etc.?" "Or is it actually going to be more likely that people will want to have a degree of separation from their AIs?" "They can say, 'I have an assistant that has its own phone and email, and if I want to share an email, I'll forward my email to the agent.'" "'Or maybe it has read-only access to my email. But if it's going to go book me a reservation, I want it to call from its phone number and identify itself as someone else.'" John Coogan

TBPN

50,477 Aufrufe • vor 17 Tagen

Cognition founder and 3x Olympiad gold medalist Scott Wu on the Navier-Stokes solution: "It's actually insane...guys, we just solved Navier-Stokes with AI. That is absurd. And I don't think it's going to stop." "All of this stuff is just going to get done. It's hard to put into words if you're not familiar with the scale of it. But Navier-Stokes is a very fundamental problem about fluid dynamics and such. It's been around forever, basically. And lots of people have sunk lots and lots of time into it." "The fact that this can even just be done in like a week — it's insane."
2:06

Cognition founder and 3x Olympiad gold medalist Scott Wu on the Navier-Stokes solution: "It's actually insane...guys, we just solved Navier-Stokes with AI. That is absurd. And I don't think it's going to stop." "All of this stuff is just going to get done. It's hard to put into words if you're not familiar with the scale of it. But Navier-Stokes is a very fundamental problem about fluid dynamics and such. It's been around forever, basically. And lots of people have sunk lots and lots of time into it." "The fact that this can even just be done in like a week — it's insane."

TBPN

103,011 Aufrufe • vor 9 Tagen

The best time to start a consumer brand, per Sean Frank: 1. January 2012 at the dawn of Facebook ads 2. Now Why now? “It’s moated from AI. I would hate to be trying to sell software right now.” “People are going to buy stuff forever. You have birthdays. You have Christmas.” Ridge just had its best Q2 ever, even with inflation and the Iran war. Frank says this contrasts with the Ukraine war in 2022, when there was a noticeable dip in e-commerce. “If I had my Shopify notifications on, it would just be chiming all day right now.” “It’s definitely a vibecession.”
1:30

The best time to start a consumer brand, per Sean Frank: 1. January 2012 at the dawn of Facebook ads 2. Now Why now? “It’s moated from AI. I would hate to be trying to sell software right now.” “People are going to buy stuff forever. You have birthdays. You have Christmas.” Ridge just had its best Q2 ever, even with inflation and the Iran war. Frank says this contrasts with the Ukraine war in 2022, when there was a noticeable dip in e-commerce. “If I had my Shopify notifications on, it would just be chiming all day right now.” “It’s definitely a vibecession.”

TBPN

76,904 Aufrufe • vor 2 Monaten

I Love Mushoku tensei, but this part I don't like at all, I think sylphie is amazing and mature, but forgiving your husband for cheating so easily because he's a perv is just a lazy way to progress a story. It's even weirder, when you factor in her reaction during the diary ch. Even if you say it's better handled in the Light novel, I've read the thing 3 times over and it still irks me the wrong way. Evert story has its short comings.
1:56

I Love Mushoku tensei, but this part I don't like at all, I think sylphie is amazing and mature, but forgiving your husband for cheating so easily because he's a perv is just a lazy way to progress a story. It's even weirder, when you factor in her reaction during the diary ch. Even if you say it's better handled in the Light novel, I've read the thing 3 times over and it still irks me the wrong way. Evert story has its short comings.

Miyuki Kurogane | CR: Dungeon Dive | PGR

274,833 Aufrufe • vor 1 Monat