🔗 Apple’s strategy is actually genius if you think about it …
Horace replays a post from 3 years ago.
One question - intentional or accidental?
🔗 MacBook Neo: Apple Makes A Bacon, Egg And Cheese Sandwich
To explain it in breakfast terms: Apple can’t get itself excited about making and selling a $6 takeout bacon, egg, and cheese sandwich on an English muffin. But it’ll apply an almost terrifying amount of institutional energy towards the development of a $60 hotel restaurant breakfast.
💬 Andy Ihnatko
In amongst the endless posts about Apple this week - quite simply the best post and even includes the Apple video - which is the only other standout piece of media this week.
Just leaving this here .. noting that if the US was buying at the same per capita rate as New Zealand they’d be up around the Israel level .. a country that the The Tяump Аппаратчик most self identifies with .. so would seem more appropriate❓
So long, farewell, auf wiedersehen, goodbye
So long, farewell, auf wiedersehen, adieu
So long, farewell, auf wiedersehen, good night
I leave and heave a sigh and say goodbye - goodbye!
Adieu, adieu, to yieu and yieu and yieu
Take your pick and good riddance
Are They Lying? Or Just Not Thinking?
There’s a disclaimer you see everywhere in investment materials:
“Past performance is not an indication of future results.”
… It's a hedge (pun intended) against the assumption that ‘if it happened yesterday, it happens tomorrow’ because yesterday's consistency isn't tomorrow's guarantee.

(SIDENOTE: Has NYPD always had a branch next door to The Nasdaq? Sure seems convenient - and possibly appropriate?)1
In tech we don’t have such a disclaimer. But we might well need one. Because as AI increasingly takes hold, the pundits and wizards behind the curtains are taking to referencing history as part of our ‘education process’.
The printing press in the 1440s freed information.
… they declare - and then go on to provide a brief history lesson (in case we missed school that day) …
.. information went from ‘scarce’ and ‘controlled’ to everywhere. The Catholic Church wasn’t happy. Wars were fought. But society restructured around it. Literacy exploded. New professions emerged. The world absorbed it.
… all while conveniently omitting the timescale.
The press was invented and 15 years later they printed the first Bible, taking another 50 years to spread across Europe (let alone ‘RoW’) and then a full 160 years passed before it finally fuelled the Reformation.
They would also be advised to have a read of Harari’s latest volume - Nexus, on this particular narrative - but let’s stay on this track for now.
During the Industrial Revolution around the 17th to 18th century (we are reminded that … ) people moved from farms to factories. Labour patterns were inverted. Social structures shattered and rebuilt. There was real societal upheaval. But wages eventually rose. Living standards eventually improved - and the world kept going.
History also tells us that the steam engine first appeared in 1712 with another 40 years passing before James Watt refined it for rotary power and another 50 years to get to the first steam locomotive.
Well - how about electricity? Can’t you just hear their breathlessness?
It ‘arrived’ in the late 19th century and transformed production, communication, daily life simultaneously. It changed when and where people worked, how they lived, what was possible. Massive disruption. Fundamental restructuring. But humans found new equilibrium - and the world was okay.
Again. ‘Timescale’ and ‘Scale’ … 40 years from Faraday’s dynamo to the first light bulb. The first power station served 60 customers. A full 70 years passed before the first 50 per cent of America was electrified.
Don’t you feel so much better when you realise through all this tumultuous change that the world …
absorbed it.
kept going.
was okay.
Makes you feel good. Right?
But there’s more. When you next tune in to the pundits rabbiting on about this ‘AI stuff’ .. and they say;
We’ve been through it all before. We’ll be fine. We’ll be resilient.
Keep that disclaimer ‘front and center’ …
.. because this time it is different.
This time it’s …
Faster – Previous disruptions took generations to fully absorb. This one is compressing years into months.
Affects everyone – The printing press needed readers. Factories needed workers. Electricity needed infrastructure. AI doesn’t require permission or literacy and it’s already everywhere.
Global – There’s no where to escape to. No place where the old rules still apply. No opt-out.
It learns from us. It will learn from itself. (Even though every time I read that my mind jumps to ‘Multiplicity’ with Michael Keaton - but that’s yet another different thread.) The printing press was static. A combine harvester does one thing. But this? It learns from what you feed it, then uses that to ‘improve’ itself, then learns from those improvements. The loop is closing, the tool gets ‘smarter’ (more convincing?) - all while you are re still figuring out how best to use it.
Nobody actually knows how it works. You can understand a printing press. You can understand a combine harvester. Even the people building those things grasped the mechanics. But AI? Even the engineers building it can’t fully explain why it makes the decisions it makes. You’re delegating thinking to something you don’t understand.
It’s adaptive. Every other technology was fundamentally the same yesterday as today. This one changes. Morphs. Responds. You can’t treat it as a fixed tool because it isn’t.
One More Thing
Previous disruptions changed what humans did.
This one changes how humans think .. and maybe what?
If you reached this far and want to talk more - I certainly do.
Let’s set up some time to explore how Structured Thought can be used to help your business transition into the ‘Age of Experience’. Let’s book some time.
Maybe it is a collage❓
🔗 I’ve never had the experience of parenting a 6-year-old child. But I’ve dealt with MacOS system.
To just choose one from the post …
- Oh, your USB devices stopped working? Huh. Isn’t that strange? Seeing as your Mac is under-performing – for some odd reason that Software Update has no knowledge of, honestly – perhaps this period of limited productivity would be a good time to install that System Software Update that’s been loitering in the Notifications tray, like an untipped bellhop?
💬 Andy Ihnatko
It’s VCs’ job to predict the future in all sorts of directions, and be extremely confident about those predictions, and also be wrong 9 out of 10 times. Remember that next time you hear a VC say…anything.
Not choosing any particular VC over any other - but you know who I am talking about. Right❓
Day Two
Reuters Headline speaks to the chaos in The Middle East
Kuwait mistakenly shot down three American F-15E fighter jets
Behind the firewall - so not read - but beyond the headline - what else do you need❓
🔗 Terry Godier on his new … | Alan Jacobs
(and I have that disabled in NetNewsWire anyway).
Thank you. I get complaints about bad tech - valid.
It is also time to start complaining about how bad people are in even understanding the tech that they spend so much money on. Notifications is one - but the list could be pretty endless …
One that keeps pushing through on my feeds …
On ’Notion’ it was easy - why can’t Craft ….
… because this is Craft - not Notion. Pretty simple really.
Which ‘claw’ should I install?
He might be right - no idea - but certainly not taking his word for it.
🔗 Enough is enough | Thought Shrapnel … is where I found this ..
Yeah … no
… that’s not what it’s about.
… Iraq worked out so well.
… and how’s it working out for Palestinians?
… the Ukrainians.
… or Venezuela .. that was two months ago .. and what exactly did it fix?
… it’s about freeing the people from tyranny see above.
… it’s about making sure a rogue country isn’t nuclear capable read headlines and what the president of the USA announced last time they did this.
… it’s about the oil … read history.
… it’s about distraction … watch the movie.
#Winning
💬 Charlie Sheen
Dominik Schwind: If you don’t have one yet, …
To which my reaction is
…
build it and they will come
…
if it’s worth it.
Desktop Commander is ‘The 💣’ … 🤯 .. literally … thank you Claude.
This is stuff I would never have previously attempted - and definitely would never have paid anyone else to do either.
A Zurich court is expected to rule on the case in March. Whatever the outcome, Palantir has already lost the only contest that matters: the one for public perception. For a company that sells the ability to see around corners, they apparently never thought to search “The Streisand Effect.”
💥
.. I can’t sign it - but maybe you can?
Congratulations on saying the biggest number, Paramount. $111B for a company that a year ago had a market cap of around $20B. For a company that shrunk in their most recent quarter, and in fact, for the entire year, with revenue down 5% to $37.3B. Paramount may not be buying the Titanic, but only because they already own that IP.
I wrote yesterday that I’d give you the links …
If you prefer reading - 🔗 My Dinner with Jeffrey - by Douglas Rushkoff - but really - though I am a ‘read first - listen maybe’ kinda guy - listen.
Suddenly I have the lens where it all makes perfect sense. Sad - but finally …

