Keynotes (Product Announcements)
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Apple HomeView, The New Apple TV, The App Story
The Apple Homeview is official, and the question is how big is the addressable market for expensive devices based on subpar AI.
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Salesforce AI Force, Agents as UI, The Race to Headless
Salesforce is abandoning UI as a moat, which is a very smart move because it’s disappearing for everyone.
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The iPhone’s Last Stand
Siri isn’t state of the art, but as long as it works — and it appears it does — it’s good enough for the consumer market.
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The Nvidia AI PC, Project Solara, Microsoft AI
The Nvidia AI PC feels like a relic of another AI era; Microsoft’s vision for devices at Build was much more compelling.
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Google I/O, World Models, I/O Spaghetti
Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google’s business objectives?