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Apple and Google’s Gemini Partnership: A Strategic Shift for Siri
Apple is integrating Google’s Gemini models into a revamped Siri, scheduled for release in Spring 2026. This hybrid approach uses Apple’s on-device processing for privacy and Google’s 1.2 trillion parameter cloud model for complex tasks. By paying Google $1 billion annually, Apple is prioritizing market speed and cost-efficiency over proprietary development. While the deal boosts Google’s market standing, it faces heavy regulatory scrutiny and complicates Apple’s ties with Op
Jan 153 min read


AI's Reality Check: The "Vibe Shift" of 2025 and the Path Ahead
TL;DR The first half of 2025 saw unprecedented investments and spending in AI, with companies like OpenAI, Anthropic, and xAI raising tens of billions and new startups securing multi-billion dollar seed rounds, fueling massive infrastructure build-outs. However, by the latter half of the year, a "vibe check" emerged, bringing concerns about an AI bubble, user safety, and the sustainability of current technological progress. Model advancements became more incremental, shifting
Jan 26 min read


The Disney-OpenAI Deal: A Strategic AI Pivot, IP's New Calculus, and the $1 Billion Walled Garden
Disney's $1 Billion OpenAI deal fundamentally reshapes IP strategy. The equity investment and Sora character licensing create an "IP Walled Garden," moving Disney from litigation to strategic monetization of clean data access. This pivot, however, is met with resistance from unions like the WGA and SAG-AFTRA, who fear the commodification of creative labor and job insecurity. This is the new calculus of AI value.
Dec 16, 20255 min read
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