Muse
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Meta Earnings, Muse and the Frontier, Musebook
Meta’s earnings come in the context of Zuckerberg delivering on his promise; if investors believe in Muse they must support Meta’s spending on compute.
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Muse Spark Open, Meta + Apple, Thin and Thick
Meta has a new open source model, and to everyone’s surprise, they are are partnering with Apple to make sure you can run it locally.
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A Conversation With Ari Emanuel About Entertainment and AI
A conversation with Hollywood super-agent Ari Emanuel about his memoir, the impact of AI on Hollywood, and the power of a phone call.
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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.