Ruben Bolling’s long-running Tom the Dancing Bug is one of my favorite comic strips. I’ve been a huge fan since the early 1990s, when I started reading it in alternative newspapers. (Newspapers were sort of like websites, excepted they were printed daily or weekly. I swear.) Back in 2012 Bolling — noting that the comic was more widely read than ever yet generating less money than ever — started a subscription membership called The Inner Hive. I love it. Not just because I’m supporting work that I adore and value, but because the extras that members get are so fun. If you’re even half as big a fan of Tom the Dancing Bug as I am, you should join too. There are several options — Patreon, MailChimp, Substack — but in my opinion Patreon is the simplest and the best, and it gets you everything.

I was reminded to re-endorse The Inner Hive after I wrote a post last night referencing Harvey Richards, lawyer for children — one of the comic’s longest running recurring characters. Tom the Dancing Bug’s entire schtick is premised on a wide array of recurring characters and premises, but Richards is probably my favorite. Here’s an early one regarding the doctrine of “He Who Smelt It, Dealt It” that ran in National Lampoon in 1990. Here’s one from 2012 at Boing Boing (where Bolling is a contributor), and here’s one from 2018 where Richards joins the Trump 1.0 White House, and specifically invokes the “I’m Rubber, You’re Glue, Everything You Say Bounces Off Me and Sticks to You” doctrine that I mentioned as a Richards specialty in my post yesterday.

But the thing is, my earliest memory of Harvey Richards was regarding the “I’m Rubber, You’re Glue” doctrine. It’s the foundation of all of children’s law, obviously. In my memory, it’s the first thing I remember about Harvey Richards in the strip. But I searched the web, and couldn’t find any old strips with it. I asked the LLM robots to search, and they came up with nothing. So I wrote to Bolling, with whom I’ve exchanged occasional correspondence for many years. Bolling not only confirmed that my memory isn’t entirely shot, but he graciously granted me permission to reproduce it here. It’s from 1993, when I know I was already a weekly reader of the strip.

My thanks to WorkOS for sponsoring DF last week. Login looks simple until you’re building password resets, email verification, MFA, social providers, session management, and the enterprise SSO your first big customer asked for last week.

WorkOS AuthKit lets you:

• Offer SSO, MFA, passkeys, passwords, email codes, and social sign-in.
• Add and remove users automatically with SCIM provisioning.
• Track who did what with audit logs.

Try AuthKit today.

Verizon, in a post headlined “Switch to Verizon and Get the New iPhone Duo Now. No Trade-In Needed.”:

Verizon will support iPhone Handoff, giving customers the flexibility to use a single Verizon phone number seamlessly across two compatible iPhone models. Whether using the pocketable iPhone Duo on the go or iPhone 18 Pro for work, customers can switch active status between devices at any time while keeping full access to Verizon’s 5G network. iPhone Handoff will be available from Verizon for $10/month on compatible iPhones models running iOS 27.

First, the word “now” is doing a lot of work in that headline, given the current January 25 estimate for new Duo orders.

Second, we all know Verizon is the most expensive competent carrier in the U.S. (Maybe AT&T is just as expensive, but I said “competent”.) It feels like a rip that T-Mobile is charging $5/month. Verizon charging double is on-brand but irritating.

Mark Gurman, today, in his weekly Power On column for Bloomberg (gift link):

Without a serviceable version of the new assistant, Apple couldn’t deliver the experience it had envisioned. That left the hardware ready to go, but the software nowhere near finished.

So Apple postponed the HomeView repeatedly — first until spring 2025, then summer, then fall, and then again throughout 2026 before finally unveiling it this past week. And the hardware betrays its age. With thick bezels, an A18 processor and 8 gigabytes of memory, this is clearly a product conceived years ago. Finished units have been sitting boxed up in warehouses for the better part of a year, waiting for the software to catch up.

The A18 chip and 8 GB of RAM aren’t a sure sign of delay; this year’s MacBook Neo has the 18 Pro chip and only 8 GB RAM, and wasn’t delayed. And if a kick-ass MacBook can get by with A18-class chip and 8 GB RAM, surely a HomeView can too. HomeView only does a fraction of what a Mac can do, and the MacBook Neo is perhaps Apple’s best new product, full stop, in years.

But I have no reason to doubt Gurman that this hardware was finished and production started long ago. His reporting on this product has proven out going back two years. Parts of Apple clearly — and disastrously — believed that a credible version of Siri AI would ship in early 2025. You might recall my writing about that. HomeView clearly depends on having a credible version of Siri AI behind it. But Siri AI didn’t ship until last month.

One revealing sign of how long this thing has been in development: I spotted several posts on social media from former Apple employees proudly touting their work on the HomeView. These weren’t people who had just left the company, either. Some hadn’t worked at Apple in quite a while, yet were still able to point to the newly announced device as something they helped create. That tells you plenty about how long ago much of the work was completed.

That’s juicy, but it might have been good to include some links here?

Wayne Ma and Qianer Liu, reporting, wrongly, for The Information in January this year (paywalled; here’s MacRumors’s summary)

Apple’s pin joins a growing portfolio of AI-powered products the tech giant has under development, including AirPods equipped with enhanced sensors, a security camera, smart glasses and augmented reality glasses, according to multiple people familiar with the projects. Apple is also working on a home product featuring a small display, speakers and a robotic swiveling base, designed with a heavy emphasis on AI features. That device could be released as soon as this spring, according to two of the people.

Wrong. So I’d say that the stupid-sounding “AI pin” that these same “people familiar with the matter” told Ma and Liu about is probably equally wrong. (That supposed “AI pin” was the main thrust of the article.)

I love to point out when Mark Gurman is wrong, which is not infrequently, but in the case of HomeView he’s seemingly been right about everything going back to 2025. He reported back in April 2025, with codenames, that the initial HomeView (J490) had no robotics but that a subsequent version (J595) would — or at least might. Two dinguses heard a rumor about J595 and told The Information it might ship six months ago, when in fact it’s something that won’t ship until 2027 or 2028 at the earliest. But The Information ran with it.

The phrase “familiar with the matter” often just means “who heard something about it from someone who goes to the same gym as a guy whose wife works at Apple”. Substitute that longer phrase whenever you see “people familiar with the matter”.

The Financial Times:

Apple had originally promised delivery of the Duo by October 23, but within hours of orders opening, delivery times through Apple’s website had slipped into late January. US mobile carriers also saw delivery times for new orders pushed back.

“The pre-order demand for iPhone Duo, our first foldable iPhone, has been nothing short of extraordinary,” Apple said in a statement. “We are working hard to get this revolutionary new product into customers’ hands as quickly as possible,” it added.

Of course Apple is going to play it this way. I would too. But no one other than Apple’s operations teams knows how low the initial supply is. Just judging from my friends and my social media feeds, I think demand is quite strong for a device that starts at $2000. But I think initial supply is incredibly low.

To that point, Hartley Charlton has a nice scoop for MacRumors:

Apple Store employees told MacRumors that they have been advised that there will likely be no iPhone Duo stock available for walk-in purchases on launch day. Staff have been instructed to discourage customers without pre-orders from coming in expecting to buy the device, warning that they will be disappointed. [...]

Warnings about a constrained launch began well before Apple announced the iPhone Duo. In early September, Nikkei Asia reported that production had reached only a few hundred devices per day in late August. Further production problems emerged in late September.

I suspect this means Apple is going to discourage, if not disperse, anyone attempting to camp out overnight on Thursday outside Apple stores.

That said, a few hours after pre-orders opened Friday morning, ship dates went to January 25. They’re still at January 25, as I write this Sunday afternoon. So it seems Apple expects to greatly increase production in the next two months. I bet a lot of those “January 25” pre-orders wind up delivering weeks before that. Apple has a strong history of under-promising and over-delivering when new products are backordered.

Manton Reece:

All I can come up with is that Apple doesn’t want you to buy the wall-mounted version unless you’re really sure that’s what you need. If the wall-mounted version was cheaper, some people might buy it based on price, then be unhappy because it’s too much trouble to install.

Oh, that clicks for me.

I do see some political content in my feed on X. For example, this extraordinary video posted by Abdul El-Sayed, who seems poised to become the next junior senator from Michigan. You should watch it. It’s so good you might suspect the questioner was a plant, but in fact, he was not. This actually happened. El-Sayed actually handled this heckler this well, on the fly. And he posted it on X, where it’s garnered 9 million views. He posted it on Bluesky too, if you’d prefer that. El-Sayed hands this guy his (red) hat so soundly it’s like something out of an Aaron Sorkin script: “So I think it’s you who needs to understand the Constitution, not me.”

Update: This guy “Tommy” was in fact a plant — a plant from the Republicans. The best way to understand the political re-sorting that Trumpism has created isn’t left/right or conservative/liberal. It’s smart/stupid. There are and always have been stupid people everywhere — on the left, on the right, at the top, at the bottom. But Donald Trump turned the Republican Party into one that celebrates stupidity and ignorance. That this dope Thomas Teepell was a Republican operative whose stunt blew up in his face, Wile E. Coyote style, exemplifies that.

Stephen Nellis and Deepa Seetharaman, reporting Wednesday for Reuters:

An OpenAI employee who left the ChatGPT maker for Apple ​sent more than 100 files about an unreleased product to a personal account and later made a presentation about the unreleased product to senior Apple leadership, a new filing in the lawsuit between OpenAI and Apple alleges.

In the filing in US federal court ​in San Jose, California, OpenAI alleged that the presentation happened months ago and ​that Apple is now making AI products of its own, citing the release of Apple’s HomeView product this week.

“OpenAI is very concerned that its trade ​secret and confidential information is now circulating inside Apple, where Apple engineers can shape ​Apple’s upcoming products based on OpenAI’s confidential and innovative work,” OpenAI said in its filing.

I see OpenAI has added Harvey Richards, the world renowned lawyer for children, to their legal team, to present the “I’m rubber, you’re glue” defense.

I’ll start with a nomenclatural sidenote: Apple seems to be going with “Apple HomeView” as the product’s name. E.g., the URL slug for it on Apple.com is apple-homeview/, not just homeview/. Few people notice and no one who doesn’t work in Apple product marketing cares, but they actually do the same thing with Vision Pro — in Cupertino, it’s “Apple Vision Pro” (once again including the URL slug). Yet this week’s new HomePod Mini is just “HomePod mini 2” and the existing 2nd-generation HomePod is just “HomePod (2nd generation)” — not “HomePod 2” or “Apple HomePod”. I certainly intend to just call it “HomeView”.

Apple introduced HomeView with a three-minute introductory film simulating a suburban family’s hectic before-school/work kitchen rush hour, with versions hosted on Apple’s site and YouTube. The most ridiculous aspect of it is that anyone would possibly make their kid French toast in that scenario. I’d have told my son to make his own goddamn French toast with that attitude. Or I’d have made a single serving and eaten it myself right in front of him. Bro.

I do think the basic concept is an intriguing idea. But as an implementation of that concept, my initial impressions are threefold. First, I am unconvinced that anyone in a family would use this for anything other than playing music or podcasts, rather than just using their phones. And if that’s the case, why not just have a HomePod? Apple’s video shows family members taking turns to use the HomeView, rotating it on the kitchen island to face themselves. Why? Why does the mom check her calendar on this, rather than on her iPhone, while the dad is using it to follow a French toast recipe? There’s a real “Why do we need this?” question here and I don’t think Apple’s video answers it, at all. You need to think you want it if you’re going to buy it. And even if you already had a HomeView set up, I’m not sure how often you’d use it instead of your phone, or instead of just talking to it like a screenless HomePod.

Second, all the touching and rotating — in Apple’s own demonstration — makes it seem awkward that HomeView must be tethered to a USB power cable. If you look closely in the video, they do show the USB power cable in some shots, but not many. And if you look really closely, this hypothetical family has drilled a hole in the center of their kitchen island to snake the cable through.

The hero shot introducing the product, of course, does not show the power cable at all:

We see a wee bit of the cable when the dad reaches to touch the screen to start the French toast recipe:

And then a few seconds later, after the mom rotates the HomeView to the side, so she can check her calendar (despite the fact that she knows the dad was using it to follow a recipe), we get our most honest shot of the cabling situation:

The above shot is at 0:49. It’s followed by two quick cuts to the dad and then the younger daughter, then at 0:52 we cut back to the mom (curious about her daughter’s new boyfriend situation), and, lo, the shot is now framed in such a way that we no longer see where the cable goes:

If you think that slight reframing is happenstance, you should stay away from poker tables. Most kitchen islands I’m familiar with — including my own — have power outlets on the sides of the island. I’m sure some people have power outlets on the top surface of the counter, but I can’t recall seeing one. These are kitchen counters, not office desks. But either way, there’d be a long USB-C cable cluttering the countertop. And if you do happen to have a power outlet on the top surface of your counter, there’d be an adapter sticking out of it, all the time, to duplicate this HomeView setup.

This family’s convenient hole in the center of their island countertop is a fantasy. Where does the cable go underneath? How exactly do they have a power adapter plugged in down there? What happens when something spills on the counter? When we custom ordered our kitchen, we weren’t asked if we wanted any holes drilled in our island countertop, and if we had been asked, it would have made me wonder if the guy asking the question had a hole or two drilled in his head.

I know, it’s a marketing video. Marketing videos present products in ideal settings. But the power cable is an essential aspect of the standalone HomeView. I’m not suggesting that it should be battery powered. You’d still need to plug it in every few days, which would mean most people would just leave it plugged in, which gets us back to needing to live with an always-visible cable and power adapter in one of our living spaces. The countertop hole this cable disappears into in this video is less ideal and more dishonest.

The wall-mounted option seems more appealing to me, but now you’re talking about a home improvement project and (for most of us) calling an electrician. And that raises the question of why the wall-mounted version costs the same $300 as the one with the connected base, even though the base provides the subwoofer. And it requires a mount, and the mounts cost $60 (USB-C), $80 (AC wired), or $130 (PoE — and this one is not available yet). So the wall-mounted version, when you include a mount, costs more but sounds worse? This doesn’t make sense.

Those points make me skeptical that there’s a place for HomeView in my home. We have a stereo pair of HomePods in our kitchen. Neither is on the center island, because that would be dumb. They’re on the counters along the outside of the kitchen, each near an outlet on the wall. In the four days since HomeView was announced, I’ve tried to imagine when I’d want to look at something on a screen on either of them. My count remains at zero.

My third early impression is that the display is surprisingly small. I saw HomeView in person in New York on Tuesday, and I think Apple’s video conveys its size very accurately. It’s small and cute. It’s much more like a HomePod Mini with a screen than a full-size HomePod with a screen. For some reason I was expecting the latter. This is not a complaint, simply an observation. I actually think that making it small and cute makes it about as unobtrusive as an ever-present screen could possibly be. That’s good. But because it’s small you need to be close to it to read anything more detailed than large glanceable widgets.

The major difference between a device with a screen and one without is that you can watch video on a device with a screen. But HomeView clearly isn’t intended for that. It can play video but isn’t primarily meant to play video. If it were it would have a widescreen aspect ratio. But instead it has a square aspect ratio,¹ which is decidedly unsuited to video, unless, I suppose, you want a screen that is equally unsuited for both widescreen and tallscreen video.

So my skepticism boils down to the question of why anyone would want to add one (or more!) additional ever-present screens to our homes and lives. Phones can stay in our pockets until we need them. Watches remain on our wrists. HomePods can be tucked away unobtrusively in corners, and remain fully useful. HomeView needs to be in a prominent location for its display to serve any practical purpose. Apple’s initial pitch for it doesn’t earn that prominence for me.

Glenn Fleishman:

I wondered what the entry-level, initial price of each Apple TV box at introduction was, from the March 2007 original to the Apple TV 4K (4th generation) announced October 13, 2026, adjusted for inflation. So I charted it.

I suppose this doesn’t mean Apple has given up on making Apple TV content accessible, but the price-accessible path is just using the Apple TV app on the crapware OS your “smart” TV runs.

Re: my post today on the still-vaporware Tesla Roadster and Benedict Evans’s maxim that “Elon Musk is a bullshitter who delivers”, a reader sent me this YouTube short of Charlie Munger’s answer to a question at Berkshire Hathaway’s 2020 shareholder meeting regarding Tesla’s volatility and Musk’s self-promotion. Munger said:

My thoughts are two. I would never buy it, and I would never sell it short.

[Audience laughs.]

I have a third comment. There was a man out in Los Angeles for years named Howard Ahmanson. He once said something that I’ve taken to my heart: “Never underestimate the man who overestimates himself.” I think Elon Musk is peculiar and he may overestimate himself, but he may not be wrong all the time.

Apple Developer News:

As outlined in our App Review Guidelines, pornographic material has long been prohibited on the App Store — this includes apps that generate nudity or sexually explicit imagery, such as “nudification” apps that create sexually explicit images of real individuals without their consent. Apps that host user-generated content are required to filter objectionable material, give users a way to report offensive content, and let users block abusive accounts. Apps containing hidden or undocumented features are also prohibited on the App Store, including apps that misrepresent their purpose during review and only reveal harmful capabilities — such as “nudification” — after approval, a tactic commonly known as bait-and-switch.

Their post includes the specific changes to the guidelines. Let’s hope the guideline changes are accompanied by better enforcement.

Of course, it’s worth noting that the best known perpetrator of AI-generated non-consensual nudification is X, which (checks notes) is where Apple executives do all their social media posting, and which, yes, I argue once again marks the spot in the zeitgeist. The zeitgeist is not clean.

Joe Rossignol, reporting for MacRumors back on 9 March 2015:

Apple CEO Tim Cook on Monday at the “Spring Forward” media event in San Francisco announced that Apple TV will now cost $69, discounted from its regular price of $99. The new price for the set-top box arrives on the heels of the announcement of HBO Now for Apple TV. The new price appears to apply to the third-generation Apple TV, as the company did not announce a new set-top box on stage at the Yerba Buena Center this afternoon.

Basic Apple Guy posted a short clip of Tim Cook, on stage, announcing the price reduction. Cook said:

And it’s got a very attractive entry level price of $99. But today, we would like to make it even more accessible for more people so they can take advantage of this great new content. So we are lowering the price today to $69.

The audience greeted this with whoops and cheers. (This, despite it being a smaller media event — Apple always packs the front of the house with employee ringers. Whoops and cheers are one of the things Apple is missing out on with their post-COVID pre-filmed keynotes.)

Apple continued selling the 3rd-gen Apple TV (not to be confused with “Apple TV 4K”, which restarted the generation counting in 2017 alongside the introduction of the iPhone X) for $69 until October 2016.

Inflation adjusted, a $69 Apple TV box today would cost a little under $99. Even if we only consider the $99 price in 2015 dollars, that’s about $137 in today’s dollars. Round that up to $150 and it would still be half the price of the only Apple TV hardware Apple now sells: this week’s new 4th-gen Apple TV 4K.

The new Siri Remote, with precision Find My support (and a speaker), is compatible with all prior generations of Apple TV 4K. So if you just want the new remote you can just buy the new remote. But it costs $59, which is almost as much as an entire Apple TV (with remote, of course) did in 2015.

Mark Zuckerberg, on X:

Muse Spark Open — weights releasing today — runs great on new Mac Studios thanks to work with @johnternus and Apple.

John Ternus, replying:

Congrats to the team! Amazing to run a model of Muse Spark Open’s caliber and scale this efficiently, right from your desk. Mac Studio keeps pushing the boundaries of on-device AI!

You will recall that the M5 Ultra Mac Studio with 512 GB RAM is set to ship by “the end of October”, and we’re midway through the month. You will also recall, from that same announcement, that multiple Macs can be clustered together via Thunderbolt — four Mac Studios can be connected to each other.

For Ternus, I could do without the second exclamation mark. For Zuckerberg, it’s fascinating that he had to post this on X, despite owning Threads, because no one at Apple uses Threads.

Zuckerberg has been posting somewhat regularly to X for months now, particularly regarding AI. Alex Heath asked him about it on his Sources podcast a month ago. From that one-minute clip:

Threads is doing great. I think it’s actually ... either bigger than X at this point, or it’s like very soon about to be. But, I mean, look, there are different communities in the different places. There’s a lot of AI folks on X, and I think part of what you try to do with social media is just communicate where people are, right?

Lastly, there’s this “1984” spoof posted by Alexandr Wang, Meta’s chief of AI and mulletry, which I find both amusing and painful.

From the NetNewsWire blog:

The latest version of NetNewsWire for iOS supports iPhone Duo, which is very much a novel iPhone with toolbars running up the side and all kinds of behavior.

How we did it: we didn’t do any work at all. We built the app using Xcode 27.1 and the default iOS SDK that comes with it, and that’s it.

Here’s the thing, though: we were already using standard controls — toolbars, navigation controllers, split views, etc. — and we were paying attention to size classes and such (as opposed to just looking at device type).

Develop your app the right way and, depending on the app, it might literally be no work at all to produce a great version for the Duo. Develop your app the wrong way and it might take months. NetNewsWire is one of my most-used apps. I keep it in my home screen dock, alongside Messages, Notes, and Safari. It would drive me nuts to use a Duo without a version of NetNewsWire that adapts to the Duo’s novel display sizes.

Jonathan Gitlin, writing for Ars Technica:

Nine years after first trying to resurrect the Roadster, Tesla is apparently trying again. CEO Elon Musk might have relocated its HQ to Texas, but yet again he has returned to California’s showbiz industry to hawk his wares; last time it was a Hollywood back lot for the remote-controlled Cybercab demo, last night it was decades-old stunt technology to make a show car do tricks in the air. [...]

Musk claims that the Roadster will go into production by 2028. But the CEO has a long and glorious history of overpromising and underdelivering; in 2017 he told attendees at the previous launch that “We are making it now.” Using the company’s referral program, some people were in line to receive two free cars. But those free cars never showed up, and neither did the ones that people put down $50,000 deposits for; last year Sam Altman discovered how hard it can be to get that money back.

I like a good stunt show as much as the next guy, and this looked like a cool stunt show. But people are losing their minds if they think this stunt show makes it any more or less likely that Tesla will deliver a Roadster as promised. This Reuters story makes it sound like they think Tesla is going to sell cars that do this stuff. Last night’s stunt show has no more bearing on actual production cars Tesla may or may not ship than George Lucas’s Star Wars movie had on Ronald Reagan’s “Star Wars” missile defense system.

The Tesla Roadster is vaporware. But Elon Musk is very good at distracting from unshipped vaporware by delivering on stunts. Two years ago it was robots that were totally faked. Last night’s car stunt involved real things that actually happened but only in the way that David Copperfield made the Statue of Liberty “disappear”.

Over at Jalopnik, Amber DaSilva has another good take, which concludes:

Tesla has long made up specs for its cars, made wild claims that weren’t substantiated by users, and now it’s making more big impressive claims. The “cars” used for the demos were likely nothing more than shells outfitted with exactly enough equipment to make the tests work. The 0.81 second zero-to-60 number wasn’t even shown with an on-screen timer during the event, let alone independently verified. Tesla has yet to prove anything about the new Roadster works in the real world, or could even exist within the realm of physics that those of us not named Musk occupy.

Roadster preorders have reopened, with the company once again taking $50,000 checks to reserve a car that’ll theoretically be made two years from now. It hasn’t yet said what will happen to the people who placed a reservation for the car Tesla announced nine years ago, which looks and functions completely differently to the one that bears its name today. And — arguably most concerning — we don’t know, if Tesla rakes in more money off the Roadster name, just how much will go to some malicious end.

And on Threads, Benedict Evans reiterates his longstanding take on what makes Elon Musk so confounding to so many people:

A long time ago, I described Elon Musk as a bullshitter who delivers. This is the perfect expression of that. This car was first shown a decade ago, with another stunt, and it never shipped. Now there’s another stunt, and another huge wave of PR and admiration.

But meanwhile, there’s the scaled car company, and the self-landing rockets!

Henry Ford was a brilliant industrialist, a terrible manager and a racist piece of shit. Several things can be true at once.

If you think Musk is either completely legitimate and trustworthy or an utter fraud, you are wrong. He has led his companies to extraordinary accomplishments, and he has made promises based on complete bullshit. He is a shameless bullshitter who sometimes delivers. The sometimes is implicit in Evans’s take, because if he always delivered, there’d be no bullshit. But I think it’s worth including the sometimes to make the point. And some of the things he’s delivered are so amazing that they sure sounded like they might be bullshit when they were announced. “Space internet” sounded like total bullshit when Musk announced it in 2015, but it started rolling out in 2020, and today you can just buy it at Best Buy for $350.

Tesla makes some tremendous vehicles. Their self-driving technology is the best in the consumer market. (Not as good as Waymo’s, but you can’t buy a Waymo.) So maybe they will ship a great Roadster in 2028. I’ll pay attention if and when they do. But I wouldn’t bet a nickel that they will. And I wouldn’t bet that they won’t, either.

From the transcript of Sunday’s Face the Nation on CBS:

Shyam Sankar: You know, I take — I think there’s a profound truth to Pascal’s saying that every human has a god-shaped hole in their heart, and it’s important to understand that many of these folks in Silicon Valley who are building this technology have filled that hole with the machine God of AGI. And I mean, there’s so many interesting stories around this. Like, for example, so many AI researchers have started smoking as a way of signaling to other researchers how much they believe in AI. I believe so much — (CROSSTALK)

Margaret Brennan: What? That makes no sense. What do you think —

Shyam Sankar: I believe so much in AI that it’s going to cure cancer. So I will — I’m showing you my chips are all in. So there is kind of this mass psychosis, social delusion around it, and I think it’s getting in the way of actually what is happening with AI.

Sankar doesn’t name anyone, alas, but if there’s any truth to this (and good god do I hope there is) it’s got to be Anthropic researchers specifically. They’re the religious kooks who believe they’re creating an AI god and hold the psychotic belief that Claude is already conscious. Smoke ‘em if you got ‘em, you crazy fucks.

Via Ben Collins, CEO of The Onion, who notes that the nation’s finest news source was on this story 13 years ago.

Joe Rossignol, MacRumors:

If you were hoping to surprise someone with an iPhone Duo for Christmas, you might be out of luck, as Apple’s online store in the U.S. is already showing an estimated shipping date of January 25 for all configurations following the start of pre-orders today.

It is possible that some Apple Stores will have the iPhone Duo available for walk-in customers on Friday, October 23 launch day, but it seems likely that inventory will be very tight.

I suspect it’s a combination of high demand and low supply but I doubt we’ll get any insight on that from Apple itself. It’s in their interest to let people think demand is simply very high, and not draw attention to their production limits.

I feel for the folks on the West Coast who woke up for a 5:00am start and still got stuck with December or even January ship dates. This is one of those times where it’s frustrating that, per Apple’s consistent schedule, pre-orders always start before reviews appear. People are left to guess whether they’re going to like it without any word from people who’ve used it.

Apple Newsroom, Tuesday morning:

The new Apple TV 4K features three far-field microphones, letting users control what they’re watching and discover new shows completely hands-free. Advanced echo cancellation intelligently isolates a user’s voice from background sound to deliver crystal-clear “Hey Siri” or “Siri” recognition, even while audio is playing.

This is nice, but I don’t think it buys me anything, because my existing Apple TV 4K is paired with 2nd-gen HomePods, and the HomePods each have a “four-microphone design for far-field Siri”.

The A19 chip in the new Apple TV 4K delivers up to 50 percent faster CPU performance and up to 2× faster GPU performance than the previous generation, for greater responsiveness, faster navigation, and smoother animations. The A19 chip also includes a new, dedicated AV1 decoder, enabling more efficient, high-quality streaming while using less bandwidth.

The new AV1 decoder seems like it might be meaningful, but does anyone think UI navigation and animation smoothness is improved by going from the A15 to the A19 SoC? I mean navigation is going up/down/left/right. I’m sure the graphics and CPU improvements matter for gaming, but the only mention of gaming in Apple’s own Newsroom announcement is this sentence: “With Apple Fitness+, the living room becomes a workout studio, while Apple Arcade and the App Store’s library of games turn it into a home arcade.” I wish it were otherwise, but gaming is such an afterthought on Apple TV that it only garnered the second half of a sentence that started with Fitness+, a service that has only been in the news this year because Mark Gurman says Apple laid off part of the team.

The new Siri Remote keeps its familiar design while adding Find My support with Precision Finding and an option to play a sound on the remote — making it far easier to locate.

That’s my single favorite feature in the announcement. I hate to say it though, but the previous remote should have supported these features. The 3rd-gen Apple TV 4K came in 2022, but Apple launched AirTags with Precision Finding in 2021. Remote controls are right after keys on the list of things people misplace most frequently, and Apple’s remote controls, because they’re small and thin, are particularly susceptible to being snatched by couch-cushion gremlins. Speakers, so the remote can play a sound to help you find it, were invented even earlier than 2021.

Pairing HomePod with Apple TV 4K already offers users an immersive viewing experience that’s easy to set up, and the new Apple TV 4K takes it even further. For the first time, users can create a four-speaker surround sound experience with Apple TV 4K (4th generation) and HomePod mini 2. The four speakers work together with Apple TV 4K to intelligently recognize their position in the room so audio timing and levels are automatically calibrated to the space. HomePod (2nd generation) can also be used in this four-speaker setup for the ultimate audio experience, as long as the front and rear speaker pairs match.

This is tempting to try. In other words, in addition to the two 2nd-gen HomePods I already have paired in my living room, I can add two of the new HomePod Mini 2’s behind the sofa for surround sound.

The elephant in the room, though, is price. Before this week, Apple sold two models of the 3rd-generation Apple TV. On a percentage basis, they were hit the hardest of any products Apple sells by the company’s across-the-board price increases this summer:

	Before	June 25	Change
HomePod	$300	$350	17%
(Old) HomePod Mini	$100	$130	30%
(Old) Apple TV 64 GB	$130	$200	54%
(Old) Apple TV 128 GB	$150	$250	67%

The new Apple TV 4K announced this week only comes in one model, and it costs $300. It’s great that there’s only one model for simplicity’s sake, but the number one complaint when the previous generation cost $130/150 was that it was too expensive compared to set-top boxes and sticks from Amazon and Roku. (Or the “free” option of using the “smart TV” software that comes with every TV set.) Now, with the new Apple TV, it’s twice as expensive — and Apple is not keeping the 3rd-gen models around as lower-priced options. I still think it’s worth it, personally, but the general consumer market thought the old prices were too high and I don’t see any of the new features making Joe or Jane Consumer think, “Sure, I was skeptical about the old one at $130, but this new model — which looks exactly the same — this seems worth $300.”

HomePod Mini 2 now costs $150. That’s not too much of an increase over the new-since-June-25 $130 price for the old HomePod Mini, but it’s a stiff 50 percent increase from the old HomePod Mini’s $100 price from November 2020 through June 24 this year. I generally round Apple’s prices up from their “99” values, but it’s worth noting that what I’m calling $100 was actually $99, and going to just two digits does have a psychological effect on buying behavior. Again, I think $150 is a reasonable price for the HomePod Mini 2, but it doesn’t feel as much like a lark as $99 did. $99 was a bit of a “Sure, let’s get another one” price; $150 is more of a “Do we really need another one of these?” price.

At the old pre-June prices, you could buy a 128 GB Apple TV and a pair of HomePod Minis for $350 ($150 + $100 + $100). Four short months later, with today’s new models, that combination would cost $600 ($300 + $150 + $150). That price difference is much more striking than any of the new and improved features in the products.