Steven Philips on OpenAI kills Disney-backed token-wasting Sora - 'Sounds like you’re a Sora loser! 🙂'
on iOS 26.4 adds a touch of AI to Apple Music, plus more emojis - 'The Sasquatch will certainly be in demand by a friend of mine – and might even convince him to make the jump from Android. His nickname is The Yeti. Because even he admits he’s often abominable…'
on Jessica Levin: Apple's AI deal with Google runs deep - 'If Apple is running Gemini on Apple silicon, then it’s not paying the NVIDIA tax! What’s that, 50% or even 75% of the price of their chips?'
on iOS 26.4 adds a touch of AI to Apple Music, plus more emojis - 'The Sasquatch emoji is rather amusing. Apparently that is something that was either requested or destined to be in high demand?'
on Jessica Levin: Apple's AI deal with Google runs deep - '“ My take: Judging by its CapEx spending, the effort Apple is putting into its foundation models seems minimal.” This may be deceptive. The large CapEx spending by others is mostly spent on those giant data centers. Apple is likely focused on models that run on Apple devices or smaller data centers therefore not needing a lot of investment. Gary Marcus has published that there was a belief in AI world that all problems could be solved by bigger data centers and more data. That argument has run out of steam and they are looking at other approaches. That dovetails nicely with Apple’s interests. Maybe this will become clear in a year or two or three.'
on Jessica Levin: Apple's AI deal with Google runs deep - 'I’m thinking TurboQuant intersects here.'
on Jessica Levin: Apple's AI deal with Google runs deep - 'I’ve always believed the integration would be this deep, so I am not surprised.'
on Raw data: Insider trading on Trump's Iran plans - 'It reminds me of how the government got the mafia- taxes.'
on Raw data: Insider trading on Trump's Iran plans - 'I just read about the resignation. It’s not a good look for the SEC, and I believe there will be an “investigation” at some point, albeit a protracted one.'
on Raw data: Insider trading on Trump's Iran plans - 'Actually Margaret Ryan of the SEC had started investigating exactly this type of corruption, profiteering off betting markets when Trump abruptly and inexplicably changes direction, but she was shut down by the Trump appointed Director and resigned. From Reuters “U.S. Securities and Exchange Commission’s top enforcement official, who left abruptly last week, had clashed with agency leaders over the direction of its enforcement program, including the handling of cases with ties to President Donald Trump and his family, according to three people familiar with the matter.”'
on OpenAI kills Disney-backed token-wasting Sora - 'Mr. Philip, Speaking of somebody wasting money and token (lawsuit) wasting … I was on travel yesterday so I read this today : “ Epic Games lays off 1,000 workers as its CEO says the cuts aren’t tied to AI “ CBS News I think the cuts are actually related to …'
on Raw data: Insider trading on Trump's Iran plans - 'This type of activity was previously happening on Polymarket. The SEC will have to respond at some point, cause the heat is rising.'
on Raw data: Insider trading on Trump's Iran plans - 'The Epstine Class. They’re the ones profiting.'
on Raw data: Insider trading on Trump's Iran plans - 'Stock fraud and treason! But nobody has the balls to do anything. The GOP are in full control, Pedo owns the Supreme Court, DOJ, etc. Only a rout at the midterms has a chance to get us off this cliff. He’s gonna try to run again, ya know it. Especially if GOP still in charge. This is how Democracy dies.'
on iOS 26.4 adds a touch of AI to Apple Music, plus more emojis - 'No “shuffle by album”? Why not? How about the Mac Music.app, will this fix the persistent bugs I have with that? To me, this looks like more “glitz” I don’t want, while the stuff I do want remains broken. Add to the pending addition of ads to Maps, and I’m getting increasingly DISGUSTED with Apple these days. Apple is turning into Microsoft or Google.'
on Raw data: Insider trading on Trump's Iran plans - 'Here’s to hoping for a change at the midterms. (Not that I like either party, but I do hate the current regime.)'
on Raw data: Insider trading on Trump's Iran plans - 'There were similar trades in SP500 futures, too.'
on Premarket: Apple is green - 'The last two paragraphs don’t seem to align with the headline. I’m not sure who I’m more inclined to believe, Iran or Trump! (Or less disinclined!) Was Ann old riddle about two villages. One that always told the truth and one that always lied. A man was standing at the crossroad. What one question could you ask him that would get you to the village of truth tellers? I’m sure most of you have heard it, but if not just let me know. 🙂'
on Raw data: Insider trading on Trump's Iran plans - 'I mentioned it the morning of. Insider trading and crimes were committed by the Pedo, his corrupt family and corrupt inner circle. Thats where we are folks.'
on Premarket: Apple is green - 'Apple held up well today, versus the rest of the Big Tech / AI types. Is it possible that the market is starting to think that Apple may actually flipped to doing pretty well, despite the last year-and-a-half’s constant assertions otherwise?'
on Premarket: Apple is green - 'My bet is that it won’t go anywhere, because it’ll only be between the Trump Administration (if such negotiations are actually occurring), and Netanyahu will keep driving Israeli attacks on Iran. And then of course it remains to be seen if this is just a repeat of Trump’s “Really, we’re negotiating!” ploy that involves negotiations with Iran and then sudden attacks. that’s what happened last year and then this month, and I expect it’ll happen again. I have to think the Iranians also expect it.'
on Premarket: Apple is green - 'Uh…maybe not. Looks like there’s talk of a month-long Iran ceasefire to be imminently announced.'
on Premarket: Apple is green - 'But spiking higher in after hours — maybe due to the BB article with more color re Apple’s expected Siri upgrades to be announced at WWDC.'
on Everything Mark Gurman knows about Siri's overhaul - 'This seems to be a very detailed description of the new SIRI. From this we shall see if Gurman is continuing to blow smoke.'
on Everything Mark Gurman knows about Siri's overhaul - 'Maybe reveled in June, but not available until September. The question is, will the market see ‘not until June’ as another delay?, and respond negatively?'
on Everything Mark Gurman knows about Siri's overhaul - 'Siri? What could possibly go wrong with this structure? “I’m sorry, Steve. I can’t let you do that.”'


