Topic
AI Distribution

(Preview) The Continuing Adventures of OpenAI, Apple’s Trade Secrets Lawsuit, Q&A on Mainframes, Meta, Daylight Savings Time
Ben Thompson and Andrew Sharp focus on OpenAI’s reported consumer hardware plans, arguing the battery-powered, screenless device is best understood as a portable home companion rather than a phone replacement. They then widen out to strategic fights over AI distribution and consumer touchpoints, with side trips to the Apple-OpenAI trade secrets lawsuit, mainframes, Meta recruiting, software UX, and daylight saving time.

(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple
Ben Thompson and Andrew Sharp focus first on Apple’s WWDC 2026 AI story, arguing the company’s credibility problem made any keynote outcome hard to win. They then break down Apple’s model stack and cloud setup, before turning to Anthropic’s Fable 5 guardrails and the broader strategic tension between model capability, safety, and distribution.