Muse
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Apple and LG, The House For Everyone Else, Agent Standards and Amazon
Apple is taking a smarter approach to the home than I expected, leaning into integration (with partners); then, what Amazon should do about agents.
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An Interview with Jason Del Rey About Muse, Amazon, and Walmart
An interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart.
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OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT
OpenAI’s Dev Day showcased a product that is, frankly, pretty confusing. However, there is more vision here than it might seem.
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One More Note on Agents, Meta Connect, Meta Enterprise Platform
Meta has the chance to own the consumer agentic space; going for enterprise is a big mistake.
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Apps, Agents, and Aggregation
Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech’s biggest prize.
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More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google?
Meta needs Walmart to wait out Amazon; Expedia seeks to keep its middleware position; meanwhile, where is Google?
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Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator
Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat.
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Frontier Overhangs
Pacing the frontier may be sincere, but it would also be strategically useful for the frontier labs to have time to reduce overhangs caused by model advancement.
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An Interview with Joanna Stern About the iPhone Duo and AI for Normal People
An Interview with Joanna Stern About the iPhone Duo and AI for Normal People
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The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence
Apple once again demonstrated the power of integrating hardware and software, but it’s biggest AI blindspot might be its belief in the primacy of apps.