Yet another software snafu with the airlines this morning. Apple’s about to do its own screens, its own modems, what is left? Twitter makes a change that they’ve tried to make several times before. Why all the interesting raises are in AI right now. And what to expect from the Surface Duo 3.

Wed. 01/11 – Maybe Software Needs To Eat The Airline Industry

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T-Mobile and Verizon employees are being offered bribes for SIM swaps. How much coding copilots have taken over. How much would you value Mistral or Cohere in the LLM race? How popular has Airchat gotten? How big has Amazon Prime gotten? And one of the original modern robots is being retired.

Wed. 04/17 – Copilots Or The Biggest Model Wins? The Competing AI Visions.

Microsoft continues to spread its AI bets. Disney wants to bring back tv channels. YouTube is not gonna let you block ads. What did Humane get wrong with the AI Pin? And can Limitless do any better with its AI Pendant?

Tue. 04/16 – What Should An AI Wearable Be: AI Pin Or Limitless Pendant?

Really looks like high-end re-shoring of chip tech is happening, and happening soon. What if satellite telephony becomes a table-stakes smartphone feature? Get ready for the bitcoin halving. Does anyone have invites to Airchat? And get ready for 4TB, yes, TB, SD cards.

Mon. 04/15 – Onshoring And Halving

Mon. 04/15 – Onshoring And Halving.

Now a big business intelligence company has been breached. Do you get the sense that people are laying the groundwork for something? Google discontinues a product, but this time, its probably our fault. M4 chips are coming from Apple. OpenAI continues to be the drama queen of Silicon Valley. And, of course, the Weekend Longreads Suggestions.

Wed. 01/11 – Maybe Software Needs To Eat The Airline Industry

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