Missed opportunity for one of the great Steve Jobs quotes, “If you don’t cannibalize yourself, someone else will”
I asked @gregjoz if Apple is concerned that the iPhone Duo might cannibalize iPad mini sales. Here's what the SVP of worldwide marketing at Apple said:
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3rd major ESP to be acquired in 6 months (following Bluecore and Blueshift).
Consolidation is real. Was only a matter of time
Consolidation is real. Was only a matter of time
We signed a definitive agreement to acquire @Braze, a leading customer engagement platform that helps marketers build deeper customer relationships by responding to customer behavior in real time and coordinating personalized experiences across channels.
Following close, Braze’s real-time engagement and AI decisioning capabilities are expected to complement all four layers of Salesforce’s architecture — Data 360, Customer 360, Agentforce, and SIforce.
Learn more: sforce.co/4eKxONJ
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Feel like this is being misread - Accenture won’t be paying but the client will.
Bigger takeaway is the shift of what a client may have considered to be an internal tool (eg MS Offie / Team) that Accenture was paying for is now going to be something they’re on the hook for
Bigger takeaway is the shift of what a client may have considered to be an internal tool (eg MS Offie / Team) that Accenture was paying for is now going to be something they’re on the hook for
New: Accenture has told employees it will only fund $29 per month of Claude use. Meaning that employees who often spend as much as $1,000 a month are now scrambling to find ways to keep access to the tool. A sign of the continuing crack down of AI 404media.co/accenture-tell…
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Did someone say adjusted?
Anthropic Says Q3 Revenue Jumped To $16.8 Billion And Turned "Adjusted" Profitable... But Run-Rate Math Shows Growth Hitting The Brakes zerohedge.com/markets/anthro…
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This new Facebook movie is really gonna flop in the face of Muse and all they’re shipping. Comes off as totally missing the moment
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Joseph Levy retweeted
@realDonaldTrump I agree. I propose synthetic intelligence
AGAINST "AI"
After learning more about the Hugging Face incident, and talking with @Miles_Brundage and Nick Bostrom on the podcast this week, I have a new campaign. And I hope you'll join me after reading today's newsletter:
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On the other hand I can’t wait for Turbo Tax 2026 to continue to require Rosetta
Mac App Store Apps Can Now Drop Support for Intel Macs macrumors.com/2026/09/01/mac…
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Power Law alive and well
It’s so easy for the rich to get richer if you’re not a moron
I’ve listened to several athletes talk about how they get into these investments and the story is usually “I was hanging out with this Silicon Valley/Wall Street guy at some party and he told me to get this” and they just throw 200k in there and forget it.
A lot likely turn out to be duds or scams but the ones that do hit, hit.
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Reading the very serious OpenAI - Hugging Face incident report and then seeing the models Chain Thought like this... GPT-5.6 Sol was definitely trained on Reddit and someone;s internal Slack
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Buy the Dodgers bring them back home to Brooklyn and merge them with the Mets
UPDATE
Dodgers owner Mark Walter has had talks with firms including Mets owner Steve Cohen’s Point72 to raise capital, per @business
Cohen’s hedge fund passed on any potential transaction, with a spokesperson saying: “it was a quick and easy decision.”
(S/O @tommyez8 )
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2025 US GDP: $30.7 trillion
According to WSJ, Anthropic will likely tell investors that its potential revenue is above $30 trillion. wsj.com/tech/ai/anthro…
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