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Bad Apple

High drama in Big Tech compliance theater
In a sweeping and sharply worded order, Judge Yvonne Gonzalez Rogers held Apple in willful violation of the court’s 2021 injunction in the Epic Games antitrust case.
SuperJoost ∙ 12 LIKES
Matt Dion's avatar
Matt Dion
Can we be certain that "more aggressive regulatory enforcement" will continue, as you suggest at the end of the piece?
I understand legal precedent, but Apple has a more consistent history of moving the goalposts than regulators do of holding them to task. I'm viewing this as a one-off win, for now (albeit a big one!).
Mickael Godard's avatar
Mickael Godard
Great one, thanks for this!

Very low tech high tech travel

AI helped plan my upcoming walk, but that's about all it's good for
Next week I'm going to set off from Milan to try and walk the two hundred miles to Padua. This will be my tenth long-distance trek, which I written about before, and I prefer these move-every-day-with-everything-on-my-back trips, but organizing them is immensely frustrating.
Chris Arnade ∙ 109 LIKES
T.S. Fletcher's avatar
T.S. Fletcher
The joys of randomness in travel, the moments of genuine connections with people and cultures, are so much more rewarding than ticking off sites to see. But I think this is a lot easier to do when traveling solo. When I travel with others, I feel obligated to give them the experience they feel they need to have to justify the time and expense.
For instance, when I took my friends to Ireland in 2022 (I had been three times, they had never really been outside the States), we majored on visiting the big sites: Book of Kells in Dublin, Glendalough, Rock of Cashel, Cliffs of Moher, etc. All of these places are worth visiting (well, maybe give the Cliffs a pass at this point), but we all felt like we had been at "Ireland Epcot" for ten days. The only Irish folks with whom we interacted were in the service industry and had no real interest in speaking to American tourists. It all felt a bit packaged and sterile, and I think we all felt it would have been nicer to spend a few days in a smaller Irish town just living -- visiting the pubs, the markets, the churches, and wandering wherever whim took us.
I contrast this with my solo trip to England that same summer. I intentionally chose to base myself in Shropshire for three weeks, since it's a very rural and sparsely populated county. While I did sight-see, I spent most of time just wandering the countryside, hill-walking, and exploring villages. I never planned out a meal, instead just picking a pub wherever I happened to be. (I needed a car for this trip.) I encountered so many lovely English people while walking, dining in pubs, attending church services, etc. This was far and away a more memorable and rewarding travel experience and has set the tone for what I expect out of a trip going forward: go for at least three weeks, spend your time in one place, and don't plan things out with too much detail.
VJV's avatar
VJV
Great rec on Unplugged Traveler. I've used Lisa's approach to inform periodic walks I take in random neighborhoods near where I live. I don't get to do this nearly as often as I'd like - having two very small children will do that - but it's a good way to approach travel and exploration, and can be modified to fit one's comfort level.
Regarding trip planning, for people (like me) who cannot travel all the time, I've found a "one Big Thing per day, no more" rule works pretty well. This rule isn't absolute - typically I'll work in some days with zero Big Things and once in awhile a day with two. And some of these activities or sites are more time-consuming than others. But generally the idea is, you do the Thing (whatever it is) and leave the rest of the time mostly unstructured (sometimes with a vague plan in mind, but not always and the plan is easily changeable).
A good approach also is walk to and/or from the Thing, even if it seems kind of inconvenient. Like, some years ago I was in Rome and I would frequently walk in at least one direction to get to and/or from whatever Big Thing I wanted to see, even if there were other transportation options available.
Finally, returning to the same destination does relieve some of this pressure. I live in the Northeastern US and we have started taking annual trip to Montreal with the kids. It's an easy drive, my wife and I have both been there a bunch of times and we know we'll go again so we feel zero pressure to Do All The Things. We may or may not do some Things, but mostly we just wander around town, eat delicious food, have picnics, and let the kids run around at one of the many playgrounds. It's delightful.

Tech things: OpenAI buys Windsurf, Google retains its lead, and where the hell is Apple?

The theme of the post: quiet news.
OpenAI The quiet news of the last few days was the leak/announcement of a $3 billion OpenAI acquisition of Windsurf. That's not the largest private acquisition ever made — that honor goes to Google's $30 billion acquisition of Wiz a few months prior
theahura ∙ 26 LIKES
rkg's avatar
rkg
Apple doesn’t need to copycat others to sell products.
Performative Bafflement's avatar
Performative Bafflement
Nice rundown. One additional point in the "Google advantages" column - Sutskever's SSI is apparently using Google TPU's, which implies they have some narrower and higher variance strategy that they're doubling down on to try to push the SOTA frontier - and of course, if they find it and demonstrate it, Google will know it exists, and could immediately throw 10x TPU's at it when they figure out what it is.
The Windsurf price is obviously crazy - but it seems to me what's happening is that OpenAI is pivoting to a more traditional products focus and are counting on that to be their moat. Windsurf probably fit one of the product niches they've mapped out, and they overpaid for it in a context where there's lots of capital chasing AI wrapper companies right now.
What a "product pivot" means overall for the overall OpenAI AGI goal is interesting to me - I never really bought any talk of slowdowns or hitting the wall that was going around a few months ago, and indeed soon after everyone was worried about that, 2.5 came out and cooked, and now o3 is out and impressive, and you know every single company has a model at least one gen advanced on what's public internally. But why worry about a product focus and customer retention now, when you have the biggest DAU's and the most name recognition by far? GPT is literally the "kleenex" of AI for normies. Were they spooked by 2.5? Is it a play to get more user data for further training?


Democracy’s Tech Debt

Why We Need Short-Term Action — and Long-Term Debugging
The Bug Is in the System
The Naked Truth ∙ 3 LIKES
Brian Vowinkel's avatar
Brian Vowinkel
You write with the intent "to go back to first principles," yet you reference "Democracy" NINE times, a word not mentioned once in the Constitution. Mob Rule has not worked out well for those who have tried it, as you note with disastrous reboots. Thwarting majoritarian will is a good thing when you are a sheep deciding with two wolves what is for dinner. The Electoral College has helped us avoid the awful governance of California & NY. Our dual sovereignty design is genius, with 50 State petri dishes to experiment with best practices, with freedom to move to more favorable regimes, and with forced Executive campaigning for EC votes beyond a few populous States. That feature is far from an "egregious bug," it ensures hearing diverse concerns and seeking to represent disparate interests. Our 50 unique States and dual sovereignty concept are gifts, and the EC is the best method yet conceived to seek a more perfect union and come closest to uniting the States (for four short years, with a strong feedback mechanism of another national election, if failing and someone else has better ideas which resonate across the States).
Brian Vowinkel's avatar
Brian Vowinkel
With all of your references to Democracy and bugs, you do not mention this important point made in 1951 by Elmer T. Peterson, quoting Tytler circa 1750, with this profound observation: "A democracy cannot exist as a permanent form of government. It can only exist until the majority discovers it can vote itself largess out of the public treasury. After that, the majority always votes for the candidate promising the most benefits with the result the democracy collapses because of the loose fiscal policy ensuing..."
A significant bug, to use your terminology, is our issued debt over $36 TRILLION (with interest of about $3 billion per day). We are recklessly "deficit-spending" - for a lot of programs with zero to negative ROI. We also do NOT account well for unfunded liabilities due to our budget trickery with "cash accounting" & "10-yr-budget-windows." A 2024 House Budget Committee report cites a $140 trillion unfunded liability for Social Security and Medicare, based on pledges by politicians and obligations passed into law by irresponsible legislatures. Our same government would imprison individuals and organization leaders like you or me who misled stakeholders by not using "accrual accounting" to show outstanding obligations made by their decisions.
This debt incurrence and reckless spending habit across parties are ruinous. I strongly recommend paying attention to Ray Dalio in his books and speeches on our looming debt crisis: His Principles for Navigating Big Debt Crises (free PDF at economicprinciples.org) is worth reading, as well as this video on "How Countries Go Broke:" https://youtu.be/s5kQkpnwtCE?si=8uRYQ35h6Z4uIhPJ


LatAm Tech Weekly

#184 - Powered by Nasdaq: We are all in this together, BSV, LTF, SaaSholic AI report deals of the week... and much more!
Weekly writing about what is happening in LatAm tech. By day, I work at Itau BBA advising mid-sized technology companies in their next strategic transaction. By night, I am reading and learning about technology in general (now, with a focus on AI). During the weekends, I’m writing the LatAm Tech Weekly.
Julia De Luca ∙ 6 LIKES

LatAm Tech Weekly

#185 - Powered by Nasdaq: Web Summit 2025, AI Index Report 2025, U.S. vs China debate, deals of the week... and much more!
Weekly writing about what is happening in LatAm tech. By day, I work at Itau BBA advising mid-sized technology companies in their next strategic transaction. By night, I am reading and learning about technology in general (now, with a focus on AI). During the weekends, I’m writing the LatAm Tech Weekly.
Julia De Luca ∙ 4 LIKES
Marco Franca's avatar
Marco Franca
This is the only weekly newsletter that is read immediately upon receipt. Congratulations!


LatAm Tech Weekly

#183 - Powered by Nasdaq: BSV is here!, fintech valuations, deals of the week... and much more!
Weekly writing about what is happening in LatAm tech. By day, I work at Itau BBA advising mid-sized technology companies in their next strategic transaction. By night, I am reading and learning about technology in general (now, with a focus on AI). During the weekends, I’m writing the LatAm Tech Weekly.
Julia De Luca ∙ 6 LIKES
Alexandro Gianes Cardozo's avatar
Alexandro Gianes Cardozo
Excellent! Thanks for your post! Best regards from Brazil



3 May 2025. Collapse | Apple

The Limits to Growth was right about the coming collapse // Updates: America’s financial risk premium. Norway’s food marketing law. Apple’s bad day in court [J2T #638]
Welcome to Just Two Things, which I try to publish a couple of times a week. Some links may also appear on my blog from time to time. Links to the main articles are in cross-heads as well as the story. A reminder that if you don’t see Just Two Things in your inbox, it might have been routed to your spam filter. Comments are open.
Andrew Curry ∙ 10 LIKES


Introducing Apple Music Re-Tuner

Stream Any Song On Apple Music In 432 Hz Or Any Solfeggio Frequency Tuning!
I am very excited to share that you can now enjoy listening to any song on Apple Music re-tuned to 432 Hz or any Solfeggio frequency tuning!
Solfeggio Frequencies and Yoav Shalev ∙ 3 LIKES

The Apple of Your Eye

Armando examines what living life without intention can produce.
Running may be the easiest sport in the world. You only need a pair of running shoes and some normal athletic clothes. Then, you run. I was once a runner. I ran almost every day. Emphasis on almost, because my dad liked to remind me how lazy I was when it came to getting my runs in during the summer. During my trac…
Armando Yzaguirre ∙ 1 LIKES

Apple Q1 2025 Earnings Report

Financial Strength, Growth Opportunities, Innovation, Tariff Strategies, and Investor Insights
Apple’s Q1 2025 revenue reached $124.3 billion, driven by robust holiday season demand across its product and services portfolio. The company’s operating efficiency improved margins, contributing to the record EPS of $2.40. Apple returned over $30 billion to shareholders via dividends and share repurchases, with a quarterly dividend of $0.25 per share d…
TheDeepDiveResearch ∙ 13 LIKES
Investing For Everyone's avatar
Investing For Everyone
There are certainly better stocks to own than Apple

Norway’s Next Tech Takeovers

Six Oslo-listed companies that could be snapped up next – and why international buyers are watching closely
Norway might not be the first place that comes to mind when you think of billion-dollar tech acquisitions – but it should be.
Sigbjørn Hovda ∙ 6 LIKES

Travel Tech Jobs #29

1073 open positions and multiple six-figure roles. Expedia, Fora, WeTravel, TravelPerk, Airalo, Protect Group, Despegar, Gimmonix, Propellic, The Hotels Network, Grain and many more
💼 Employers: If you want to list your jobs here, complete this quick form
Mauricio Prieto ∙ 7 LIKES

Defense Tech and Acquisition

Defense Budget Boost, Major Programs Under Review, RMF Process, New Autonomy Options for Navy and China Continuing Experimentation Campaign
Welcome to the latest edition of Defense Tech and Acquisition.
Pete Modigliani and Matt MacGregor ∙ 14 LIKES
Maggie Gray's avatar
Maggie Gray
Thanks so much for sharing Gleb and my piece on drone manufacturing!

Travel Tech Jobs #28

1090 open positions and multiple six-figure roles. Expedia, Fora, AmTrav, WeTravel, TravelPerk, Oversee, Airalo, Flight Centre Travel Group, Protect Group, Flyr, Despegar, eDreams, and many more
💼 Employers: If you want to list your jobs here, complete this quick form
Mauricio Prieto

Defense Tech and Acquisition

Trillion dollar toplines, Transforming the Army, and new Tech for all!
Welcome to the latest edition of Defense Tech and Acquisition. Buckle up!
Pete Modigliani and Matt MacGregor ∙ 9 LIKES
Jack Shanahan's avatar
Jack Shanahan
Lots of encouraging proposals to boost munitions production and accelerate ship-building, among other things.
Unfortunately, increasing the DoD's funding while cutting deep across the intel community will prove to be penny wise and pound foolish.
Larry Asch's avatar
Larry Asch
Pete and Matt as you state “It is however very sad to see EVM mandates be one of the few surviving clauses in the overhauled version.” this shows a mentality of cost, schedule, and performance and not the modern metrics e.g., customer satisfaction. Wow!!!

Apple Blossom Festival Photo Album

Rain kept some folks away on Saturday, but it was smooth sailing with a little bit of sun by Sunday
Photos by Laura Hagar Rush
11 LIKES
Jean McGlothlin's avatar
Jean McGlothlin
Love your coverage of our Apple Blossom weekend. It’s where we can all play; honor our Ag heritage and let the movers and shakers move the floats and shake our delight.

DoorDash Data Tech Stack

Learn about the Data Tech Stack used by DoorDash to process hundreds of Terabytes of data every day.
DoorDash has been a leader in the food delivery service industry, with over 5 billion consumer orders, more than $100 billion in merchant sales, and over $35 billion earned by Dashers. A key factor in their success is their data-driven approach, ingesting massive amounts of event-driven data daily to make informed decisions.
Junaid Effendi ∙ 19 LIKES
Kolby Madison's avatar
Kolby Madison
DoorDash’s data stack is seriously impressive. I like how they mix open-source tools like Kafka, Flink, Spark, and Pinot with AWS to handle massive amounts of data.
Building a Lakehouse on S3 and Delta, plus using Trino, Airflow, and Sigma, shows how carefully they planned for scale and flexibility. Having 12,000 Sigma users is impressive!
Managing real-time and batch like that isn’t easy.
If you were starting from scratch, which tool would you prioritize first?
jin's avatar
jin
Great summary, thanks