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AI is killing low cost smartphones

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  • July 13, 2026
  • 4 min read
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Except for the second user/refurbished smartphone markets, AI means the days of cheap phones are over, with huge price pressures putting low-end vendors out of business.  Omdia data confirms that Apple and Samsung are undisputed kings of the hill, combining for 42% of the market even as smartphone sales overall have seen a 4% average decline.  The […]

AI Weekly Issue #508: The Cutting Edge, Across the Board

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  • June 28, 2026
  • 1 min read
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One week, the whole frontier. In models, the open weights now run from a 1.6-trillion-parameter behemoth to a 230M model on a Raspberry Pi. In world models and robotics, a startup is training agents on video games to drive real robots and Yann LeCun’s team made world models 48× faster. In medicine, GPT-5 Pro cracked […]

A Home for Personal Context

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  • August 11, 2026
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Every agent I use is building a model of me. Claude has learned how I like my prose. ChatGPT remembers what I’m working on. I don’t mind this—every person I have a relationship with carries a model of me in their head, and every company I do business with keeps a profile. Other people’s understandings […]

A look inside Apple’s relationships with Intel and TSMC

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  • September 2, 2026
  • 4 min read
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Former Apple chip supplier Intel has faced a lot of challenges since Apple ceased to be a client. It struggled to win back some of Apple’s processor manufacturing business, but seems to face one fundamental challenge — trust. That’s the very briefest gist of an extensive and outstanding report today from Culpium, which gives us an insider […]