Intro

An emailer wonders whether 30 years of Internet investments and data were the bootloader for an AI transformation in the real world. Ben offers his take on recent reports that OpenAI and Google are seeing diminishing returns from their latest LLMs, and the arrival of Ultrawide capabilities leads to refined takes on the Vision Pro and advice for Apple moving forward.

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OpenAI, Google and Anthropic Are Struggling to Build More Advanced AI — Bloomberg

Apple Earnings; AI, Capex, and R&D; The Vision Pro Gets a Killer App — Stratechery Update

Meta Meets Microsoft — Stratechery

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