(Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods

Ben and Andrew begin with Q&A on Apple after 50 years, including thoughts on Steve Jobs weaknesses, putting iTunes on Windows, the best Apple ads, Chinese manufacturing counterfactuals, and tech company Mount Rushmore. From there: Thoughts on Apple’s AI bet and the downside risk, the signs that Cupertino sees AI as a disruptive technology, and extended thoughts on the Axios hack and why why AI will make security issue worse in the short-term, but may be the solution in the long run. At the end: Delta chooses Amazon Leo over Starlink, two questions on Anthropic and OpenAI IPOs, why headhunters won’t be disrupted by AI, streaming sports abroad, and new fronts emerge in the AirPods battle.

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Will AI Disrupt Apple? — Dithering (dithering.passport.online/member/episode/will-…)

An Interview with Asymco’s Horace Dediu About Apple at 50 — Stratechery Interview (stratechery.com/2026/an-interview-with-asymcos…)

Apple’s 50 Years of Integration — Stratechery (stratechery.com/2026/apples-50-years-of-integr…)

Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security — Stratechery Update (stratechery.com/2026/axios-supply-chain-attack…)

Original Apple iPhone 2G Commercials! 2007 Ads That Started It All! — YT: Latest Tech HD (youtube.com/watch?v=ZxG6TrsDD-E)

Apple iPhone | Christmas Commercial 2013 — YT: Markedu (youtube.com/watch?v=I_fqk77ek-0)

Fixed: The Sad iPad Ad — YT: Seth Godin (youtube.com/watch?v=XyMeoSUYWxw)

Apple - Think Different - Full Version — YT: Harry Piotr (youtube.com/watch?v=5sMBhDv4sik)

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