The considerations for Apple and its potential partners as the company considers external help with its project to supercharge Siri, a word about risks for Google and Microsoft in the AI era, and thoughts on a second ruling regarding the scope of the fair use doctrine and LLM training. At the end: Politics and LLMs, bad news for TSMC engineers, and variety of thoughts on F1: The Movie and the future for F1 the sport.

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Apple + Anthropic?, Apple’s Fall, Apple’s Options — Stratechery Update

Tech Philosophy and AI Opportunity — Stratechery

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Training AI is Not Fair Use?, LLMs and Scale, Pushing on a String — Stratechery Update

Apple bids for Formula 1 rights in US after success of Brad Pitt film — Financial Times

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Encore (Seminar XX), Episode 10