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Shownotes
Well, it's been a couple of days, and David and Nilay have some more information — and a bunch of new questions — about the Apple HomeView. They also talk about the latest Gemini model, and whether building the best model matters if you can't build the best products around them. They then debate the merits of returning to X, why none of the supposed Twitter replacements worked, the latest in Brendan Carr nonsense, and more.
Further reading:
• HomeView doesn’t natively support any video apps yet — not even Apple’s (theverge.com/tech/1011062/apple-homeview-airpl…)
• Apple’s new Find My-compatible remote will also work with your old Apple TV (theverge.com/gadgets/1011069/apple-tv-remote-f…)
• The AI race is back on (theverge.com/ai-artificial-intelligence/101131…)
• Google finally releases Gemini 4 Argon (theverge.com/ai-artificial-intelligence/100986…)
• Google brings its AI coding platform to its Gemini app on Mac. (theverge.com/tech/1010415/google-antigravity-g…)
• Google makes it easier to launch your vibe-coded apps (theverge.com/tech/1009066/google-play-vibe-cod…)
• OpenAI employee arrested for allegedly planting a bug in a conference room (theverge.com/1010642/openai-employee-arrested-…)
• OpenAI claims an ex-employee took its product plans and presented them to Apple (theverge.com/ai-artificial-intelligence/101127…)
• Now that Character.AI is going bankrupt, what happens to all of its users’ data? (theverge.com/policy/1011417/new-york-ag-charac…)
• Daring Fireball: X Once Again Marks the Spot (daringfireball.net/2026/10/x_once_again_marks_…)
• Platformer: Does intelligence need a hard cap? (platformer.news/does-intelligence-need-a-hard-…)
• SpaceX announces plan to become a ‘major mobile carrier’ (theverge.com/science/1008467/spacex-announces-…)
• JPMorgan Chase is keeping AI agents out. (theverge.com/ai-artificial-intelligence/101096…)
• Xbox is officially embracing the chaos of AI-powered game ports (theverge.com/news/1010406/xbox-labs-game-decom…)
• Global smartphone sales just hit a 14-year low. (theverge.com/gadgets/1009588/global-smartphone…)
• Silicon Valley is falling in line with Trump’s attempt to rename AI (theverge.com/ai-artificial-intelligence/100940…)
• The US government launched a “Super Intelligence” website. (theverge.com/policy/1010503/the-government-lau…)
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CarPlay Banter
HomeView App Confusion
CarPlay as Home OS
Apple Hardware Software Bet
Should It Just Be an iPad?
Gemini 4 Returns
Meta Muse Strategy
Google Product Dilemma
OpenAI Bugging Scandal
Character AI Bankruptcy
Bankrupt Data Goldmine
Privacy After Shutdown
Why People Return to X
Threads Fumbled It
X Owns AI Talk
Who Should Use X
Reporters And Sources
Video Platforms Win
Gruber Gets It Wrong
Brendan Carr is a Dummy
Execution Livestream Fallout
Sprint Merger Fallout
Dish Spectrum to SpaceX
Can Starlink Compete
SpaceX Phone Rumors
Smartphone Sales Slump
Agents vs Websites
Why UI Still Matters
Super Intelligence Rebrand
AI Game Decompiling
Wrap Up and Plugs
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