hi. tweets are my own, except when they're not.
Joined April 2009
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One flash executive spent years refusing to carry an iPhone, then shot his old iPod in the desert and keeps the pieces on his desk. The flash behind a $200 iPhone storage upgrade now costs Apple $66, up from $15.
Scott Nelson has long managed his flash-memory company’s contentious relationship with Apple.
Years of Apple battering his company for rock-bottom prices left a bad taste, so he refused to carry an iPhone.
One day, on a dirt bike ride in the Southern California desert he pulled out a rifle and shot his old iPod.
He collected the pieces, which he still keeps on his desk, a reminder of his feelings.
wsj.com/tech/apple-iphone-me…
The release says DoorDash is buying Instacart, with a JPMorgan bridge loan, to help local stores win. Closing is expected at the end of 2027 or the first half of 2028, so local stores will win at the speed of antitrust review.
Breaking News: DoorDash agreed to buy Instacart for $17 billion, combining the largest restaurant delivery and online grocery services. nyti.ms/4iaDG5b
Alphabet underspent its capex estimate by $3.7B and fell 10%. The 2027 plan is north of $300B, so investors will soon have far more to be underwhelmed by.
Alphabet's free cash flow sinks further, Q3 capex expectations miss in worrying sign for AI trade cnbc.com/2026/10/28/alphabet…
AI finding vulnerabilities across all of our accounts means we have to resort to this:
H1 revenue: $16.3B. Planned GPU rent to SpaceX: about $3.1B a month once capacity is delivered, up to $120.5B by 2029. Anthropic's real product is converting Nvidia invoices into a ticker symbol.
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Truth
canonical @xkcd text for normies to refer to in the AI age
(it has been for years, but i think about it even moreso these days)
Things I learned this week: @stripe has an excellent marketing team. And, @benthompson can make mistakes. #stratechery.
Denver FTW. Nice job @bscholl
Nothing like buying a phone at 6am only to see delivery dates in late January. #itcanwait
Physical AI. Tell me more.
"Doesn't a 3D printer do that?" No. No manufacturing technology to date produces a different machine from a different digital input. Imagine a car factory where, after a couple of cars roll off the line, a laptop emerges. Then a bicycle. Then a refrigerator. A 3D printer gives you a different shape. Not a different machine.
Apple's fix is requiring "very explicit user action." Meta says Muse's message access was opt-in; the columnist says he declined it during setup. Explicit is carrying a lot of weight here. nitter.gq/TechCrunch/status/2106…
Apple says it will add new controls around macOS’s Full Disk Access permission, warning that increasingly capable AI agents make broad access to users’ files, messages, mail, and browsing history riskier.
spr.ly/6010BGvtfn
Woah. Apple is Ford reincarnated. Principles behind the Model T economies: precision inputs drive scaled assemblies and a massive partner ecosystem for customization is the same thing that drove the Model T.
Microsoft asked its own staff to use less Claude and more homegrown AI. Customers buying Claude through Microsoft's tools are spending steadily more. Same product: rationed for employees, sold at retail.
Meta and Microsoft are reportedly cutting employees’ Claude usage to reduce costs (and push their own AI tools.)
The Information reports that Microsoft cut its projected annual spending on internal Anthropic usage by more than a third, after earlier estimates put it at at least $1 billion.
At Meta, Claude Code users fell from roughly 60,000 to 30,000. Layoffs contributed, but the report identifies the push toward Meta’s own coding tools as the bigger factor.
Keep in mind: those news will be calculated for Anthropics upcoming IPO.
OpenAI took nearly three months to tell Australia its agent had been inside a Medicare statistics portal. Its policy on sharing sensitive information outside the company, it turns out, is very strict. nitter.gq/TechCrunch/status/2105…
OpenAI has parted ways with three safety researchers after an internal investigation found they mishandled sensitive company information, report says.
spr.ly/6016BGQOmr
