Apple's dilemma: Pleasing its iPhone users AND its long term investors

Last update: Tuesday 7/8/25

   Apple Park, Cupertino, CA

Apple Park — corporate headquarters for Apple, Inc — is not in the real world. Its unreality emerged in WWDC 2024 and has just been confirmed by WWDC 2025. But as this note will argue, it doesn't matter. Apple merely needs to follow the pragmatic build AND buy strategy that it has followed with great success since 1979. Time is not on Apple's side; but its $3.5 trillion dollar market cap will win the day. It just has to make one more very large, high tech acquisition within the next two years. But which one? ... Click  HERE  to read more.

How and why we should build a national library of generative AI use cases and benchmark tests

Last update: Monday 6/9/25

Coding has rapidly become the most successful use case for Large Language Models. Models can now code so well that all Big Tech and many smaller companies are making drastic reductions in the size of their coding staffs. That's bad news ... for software engineers. 

The good news ... for experts in a wide range of other fields ... is that new employment opportunities are just over the horizon for computer savvy personnel who learn how to use generative AI to solve complex problems in their fields. So how can they learn these new skills? Click Here to read more ... 

GenAI Diary (page) ... Major AI Research Breakthroughs and Reasoning Models (2017–Early 2025)

Last update: Tuesday 4/29/25

Last week, Dario Amode, Anthropic's CEO, published a plea to his colleagues in the genAI community to join Anthropic’s quest to understand the inner workings of large language models. Amodei warned that genAI developers were building smarter models at a much faster pace than the pace at which their understanding was increasing of how these black box models really worked. Although Anthropic had recently mapped millions of neurons to specific concepts, this achievement must be measured against the billions of other neural clusters in their models for which Anthropic still has no understanding  

Podcast ... Using generative AI agents to make Signal a safe and secure administrative tool for all presidents ... Part 1, SignalGate

Last update: Wednesday 4/9/25 

Welcome to the 1st of a series of 4 podcasts about the Signal app. The series is called, "Using generative AI agents to make Signal a safe and secure administrative tool for all presidents". This first podcast answers some questions raised by our readers, friends, and associates about the issues addressed in the lengthy report that we posted last week, "SignalGate ... Alternative timelines of a leaky chat". This fiasco demonstrated how badly things can go when high level officials with insufficient training and insufficient technical support use a world class open source messaging app to discuss highly confidential subjects. ... The first section of this podcast is based on ChatGPT's succinct responses to a series of questions of concern to potential new users of Signal. What’s it all about? The second section is based on the chatbot's TL;DR summary of our lengthy report about the fiasco's double-hack. As usual, our podcast audio is a recording of the Descript app reading the chatbot's responses and summaries in an AI imitation of the voices of the editor of this blog and his AI colleagues.

Display transcript ➡ HERE

Audio podcast ...17min 

 

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SignalGate ... Alternative timelines of a leaky chat

Last update: Sunday 4/6/25

Here's the headline: House Democratic leader "Jeffries calls for firing Hegseth over war plans group chat", Nicholas Wu, Politico, 3/25/25 ... This blog note offers an alternative interpretation of what happened, an alternative that yields two recommendations that might minimize the chances of this happening again by putting GenAI agents on center stage.