The Jake Paul-Mike Tyson fight and what might have gone wrong for Netflix on Friday night, a resolution of the NBA's months-long contract dispute with Warner Bros. Discovery, and Ben explains what Passport can do for creators and shares a few takeaways from his experience building the product over the past few years.

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Netflix’s Tyson-Paul Boxing Bout Gets 65 Million Viewers at Peak — Bloomberg

Warner Bros. Discovery, NBA Settle Legal Battle Over TV Rights — Wall Street Journal

An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis — Stratechery Interview

Post by Tim Urban — X: @waitbutwhy

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An emailer wonders whether 30 years of Internet investments and data were the bootloader for an AI transformation in the real world. Ben offers his take on recent reports that OpenAI and Google are seeing diminishing returns from their latest LLMs, and the arrival of Ultrawide capabilities leads to refined takes on the Vision Pro and advice for Apple moving forward.

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OpenAI, Google and Anthropic Are Struggling to Build More Advanced AI — Bloomberg

Apple Earnings; AI, Capex, and R&D; The Vision Pro Gets a Killer App — Stratechery Update

Meta Meets Microsoft — Stratechery

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Looking to President Trump's first term for clues about what tech policy might look like for the next four years. Topics include: Apple's balancing act with the U.S. and China, why Meta and Google might have fared better under Kamala Harris, the implications for "Little Tech," an open question on M&A policies, unresolved tensions with EU regulators, TikTok, crypto policy, the case for growth, and thoughts on Elon Musk and the role that X played in the election.

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Apple’s E.U. Fine, Apple’s Next Case? — Stratechery Update

President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph — Stratechery Update

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An email comparing James Harden to a tech company spawns several other tech and basketball crossovers. Then: A brief history of the bandwidth buildout that made it possible for video to take over the internet, an email about generative AI and digital advertising, a listener cries for help over political donation solicitations, and Ben aborts an experiment with the Google Pixel.

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Talking through Ben's piece on Meta and Abundance, including the past, present and future of Meta's value proposition to e-commerce advertisers, plans to incorporate AI-generated content into news feeds, and questions about augmented reality and the next phase of user interfaces. At the end: An emailer highlights potential downsides of the vision Meta is selling.

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Meta’s AI Abundance — Stratechery

Meta sees AI spending accelerating as earnings top forecasts — Financial Times

Meta’s going to put AI-generated images in your Facebook and Instagram feeds — The Verge

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The open questions about competition in AI and enterprise software, emails regarding text-to-voice podcasts and replacing Andrew with an AI agent, and a question about Amazon and the proposed tariffs on consumer goods from China. Plus: Apple Intelligence, OpenAI's naming strategy, and the daily media intake for both hosts.

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An Interview with Salesforce CEO Marc Benioff about AI Abundance — Stratechery Interview

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A closer look at the emergence of stablecoins, their utility in crypto and cross-border payments, progress in the crypto space that could lead to more widespread adoption, and the strategic logic of Stripe's plan to buy Bridge, a stablecoin platform, for a reported $1.1 billion. At the end: Updates on the Apple Vision Pro, and the secret behind the success of Jayden Daniels in Washington, D.C.

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Stripe Confirms Plans to Acquire Stablecoin Platform Bridge — Bloomberg

Stripe Acquires Bridge, Stablecoins, Platform of Platforms — Stratechery Update

Tim Cook on Why Apple’s Huge Bets Will Pay Off — Wall Street Journal

Apple Sharply Scales Back Production of Vision Pro — The Information

Jayden Daniels’ growth with VR simulation has Commanders embracing mind games — The Athletic

The German VR ‘flight simulator’ behind LSU QB Jayden Daniels’ Heisman-caliber 2023 season — The Athletic

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OpenAI's latest valuation and the value of the ChatGPT brand, the AGI clause in the OpenAI-Microsoft partnership, a follow-up on Waymo's data and the Bitter Lesson, a twist in the AI device form factor conversation, and a question about Orion and the importance of elite talent in big tech.

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OpenAI’s New Model, How o1 Works, Scaling Inference — Stratechery Update

OpenAI DevDay, OpenAI’s Wrenching Transition, Lonely At the Top — Stratechery Update

Microsoft and OpenAI’s Close Partnership Shows Signs of Fraying — New York Times

Elon Dreams and Bitter Lessons — Stratechery

An Interview with Hugo Barra About Orion and Meta’s AR Strategy — Stratechery Interview

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Understanding Tesla’s approach to an autonomous driving future, why some observers think Tesla is ahead of Waymo today, and questions about market structure and regulation concerns as the future of transportation takes shape. At the end: An additional note on politics as a zero sum game, and a few thoughts on the rest of the F1 season.

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Elon Dreams and Bitter Lessons — Stratechery

The Bitter Lesson — Incomplete Ideas

An Interview with Hugo Barra About Orion and Meta’s AR Strategy — Stratechery Interview

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Explaining the SpaceX breakthrough over the weekend and why it mattered, an email about the next decade in tech, Tesla's 'We, Robot' event and the challenge of analyzing Elon Musk, a few more Waymo emails, and watches.

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In an engineering feat, mechanical SpaceX arms catch Starship rocket booster back at the launch pad — AP

SpaceX Starship Flight 5 — YouTube

The End of the Beginning — Stratechery

An Interview with Gregory Allen About Transforming U.S. Defense — Stratechery Interview

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An injunction in the wake of the Epic v. Google case highlights the value of network effects in the app store market and the limits of antitrust law to restore competition, the DOJ proposes a break-up of Google that may run into similar problems in the search market, and Ben explains why Tesla's taking a different approach to autonomous driving than Waymo.

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Google Must Make It Easier for App Stores to Compete on Android, Judge Rules — Wall Street Journal

Google’s Play Store Remedies, The Injunction, The Power of Network Effects — Stratechery Update

US Weighs Google Breakup in Historic Big Tech Antitrust Case — Bloomberg

Tesla’s Robotaxi Event, Tesla Self-Driving 12.5 Experience, Starlink and Airlines — Stratechery Update

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