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  • Eddy Cue Says F1 on Apple TV Opened to Increased Viewership
    Alex Weprin, reporting for The Hollywood Reporter: In a sign of strength for the streaming platform, Apple’s senior VP of services Eddy Cue tells The Hollywood Reporter that viewership for last week’s Australian Grand Prix was up year over year compared to the 2025 race, which aired on ESPN. “The 2026 Formula 1 season on Apple TV is off to a strong start, with fans responding positively and viewership up year over year for the first weekend, exceeding both F1 and Apple ex
     

Eddy Cue Says F1 on Apple TV Opened to Increased Viewership

12 March 2026 at 23:41

Alex Weprin, reporting for The Hollywood Reporter:

In a sign of strength for the streaming platform, Apple’s senior VP of services Eddy Cue tells The Hollywood Reporter that viewership for last week’s Australian Grand Prix was up year over year compared to the 2025 race, which aired on ESPN.

“The 2026 Formula 1 season on Apple TV is off to a strong start, with fans responding positively and viewership up year over year for the first weekend, exceeding both F1 and Apple expectations,” Cue says.

As is typical for Apple, the company declined to give any specific numbers, though last year’s Australian GP averaged 1.1 million viewers for ESPN.

So we don’t know the viewership number, but we know it’s higher than 1.1 million. That’s like a semi-Bezos number.

Apple’s Platform Security Guide Adds a Brief Note on the MacBook Neo’s On-Screen Camera Indicator

12 March 2026 at 23:48

Apple Platform Security Guide:

MacBook Neo combines system software and dedicated silicon elements within A18 Pro to provide additional security for the camera feed. The architecture is designed to prevent any untrusted software — even with root or kernel privileges in macOS — from engaging the camera without also visibly lighting the on-screen camera indicator light.

That’s the whole note, I believe. There aren’t any technical details regarding how exactly this is achieved. Until reading this new note in the Platform Security Guide, I thought the only visible indication of camera usage was the green camera icon in the menu bar. But on the Neo, there’s also a green dot in the upper right corner of the display. That green dot is the secure camera-use indicator, and it’s visible next to the time in the menu bar, and still visible when the menu bar is hidden, like in this screenshot I just took from Photo Booth in full-screen mode. What Apple is stating in this note in the Platform Security Guide is that if the Neo’s camera is being used, that corner of the display is guaranteed to light up with the green dot.

One of the reasons I failed to notice this green dot until today is that with Tahoe’s transparent menu bar and the default green-and-yellow desktop wallpaper for the citrus Neo I’m reviewing, a green dot doesn’t stand out. It’s much more prominent if you enable “Reduce transparency” in System Settings → Accessibility → Display, which gives the menu bar a traditional solid appearance.

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  • Accents
    Mahdi Bchatnia: Accents is an app that lets you use the iMac/MacBook Neo accent colors on any Mac. It’s a fun idea from Apple to have default accent colors that are, by default, exclusive to specific Mac hardware. But what exemplifies the Mac is that a clever developer like Bchatnia can make these accent colors available to any user on any Mac via a simple utility like Accents. (Via Michael Tsai.)  ★ 
     

Accents

13 March 2026 at 00:18

Mahdi Bchatnia:

Accents is an app that lets you use the iMac/MacBook Neo accent colors on any Mac.

It’s a fun idea from Apple to have default accent colors that are, by default, exclusive to specific Mac hardware. But what exemplifies the Mac is that a clever developer like Bchatnia can make these accent colors available to any user on any Mac via a simple utility like Accents. (Via Michael Tsai.)

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  • β€˜Grief and the AI Split’
    Les Orchard: I started programming in 1982. Every language I’ve learned since then has been a means to an end — a new way to make computers do things I wanted them to do. AI-assisted coding feels like the latest in that progression. Not a rupture, just another rung on the ladder. But I’m trying to hold that lightly. Because the ladder itself is changing, the building it’s leaning against is changing, and I’d be lying if I said I knew exactly wher
     

β€˜Grief and the AI Split’

13 March 2026 at 14:21

Les Orchard:

I started programming in 1982. Every language I’ve learned since then has been a means to an end — a new way to make computers do things I wanted them to do. AI-assisted coding feels like the latest in that progression. Not a rupture, just another rung on the ladder.

But I’m trying to hold that lightly. Because the ladder itself is changing, the building it’s leaning against is changing, and I’d be lying if I said I knew exactly where it’s going.

What I do know is this: I still get the same hit of satisfaction when something I thought up and built actually works. The code got there differently than it used to, but the moment it runs and does the thing? That hasn’t changed in my over 40 years at it.

I’ve been thinking about a different divide than the one Orchard writes about here. (The obvious truth is that the AI code generation revolution is creating multiple divisions, along multiple axes.)

The divide I’m seeing is that the developers who are craftspeople are elated because their productivity is skyrocketing while their craftsmanship remains unchanged — or perhaps even improved. They’re achieving much more, much faster, than ever before. It’s a step change as great, or greater than, the transition from assembly code to higher-level programming languages. The developers who are hacks are elated because it’s like they’ve been provided an autopilot switch for a task they never enjoyed or really even understood properly in the first place. The industry is riddled with hack developers, because in the last 15-20 years, as the demand for software far outstripped the supply of programmers who wanted to write code because they love writing code and creating software, the jobs have been filled by people who got into the racket simply because they were high-paying jobs in high demand. Good programmers create software for fun, outside their jobs. Hack programmers are no more likely to write software for fun than a garbage man is to collect trash on his days off.

Orchard’s fine essay examines a philosophical divide within the ranks of talented, considerate craftsperson developers. The divide that I’m talking about has been present ever since the demand for programmers exploded, but AI code generation tooling is turning it into an expansive gulf. The best programmers are more clearly the best than ever before. The worst programmers have gone from laying a few turds a day to spewing veritable mountains of hot steaming stinky shit, while beaming with pride at their increased productivity.

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  • β€˜Software Bonkers’
    Craig Mod, on creating his own custom accounting software with Claude Code: Simply put: It’s a big mess, and no off-the-shelf accounting software does what I need. So after years of pain, I finally sat down last week and started to build my own. It took me about five days. I am now using the best piece of accounting software I’ve ever used. It’s blazing fast. Entirely local. Handles multiple currencies and pulls daily (historical) conversion rates. It’s able to inges
     

β€˜Software Bonkers’

13 March 2026 at 14:54

Craig Mod, on creating his own custom accounting software with Claude Code:

Simply put: It’s a big mess, and no off-the-shelf accounting software does what I need. So after years of pain, I finally sat down last week and started to build my own. It took me about five days. I am now using the best piece of accounting software I’ve ever used. It’s blazing fast. Entirely local. Handles multiple currencies and pulls daily (historical) conversion rates. It’s able to ingest any CSV I throw at it and represent it in my dashboard as needed. It knows US and Japan tax requirements, and formats my expenses and medical bills appropriately for my accountants. I feed it past returns to learn from. I dump 1099s and K1s and PDFs from hospitals into it, and it categorizes and organizes and packages them all as needed. It reconciles international wire transfers, taking into account small variations in FX rates and time for the transfers to complete. It learns as I categorize expenses and categorizes automatically going forward. It’s easy to do spot checks on data. If I find an anomaly, I can talk directly to Claude and have us brainstorm a batched solution, often saving me from having to manually modify hundreds of entries. And often resulting in a new, small, feature tweak. The software feels organic and pliable in a form perfectly shaped to my hand, able to conform to any hunk of data I throw at it. It feels like bushwhacking with a lightsaber.

Don’t get distracted by the mountains of steaming shit that hacks are using these tools to spew. There are amazing things being built by these tools that never would have, or in some cases could have, been built before.

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  • Claim Chowder: Anthropic CEO Dario Amodei on the Percentage of Code Being Generated by AI Today
    Business Insider, one year ago: Dario Amodei, the CEO of the AI startup Anthropic, said on Monday that AI, and not software developers, could be writing all of the code in our software in a year. “I think we will be there in three to six months, where AI is writing 90% of the code. And then, in 12 months, we may be in a world where AI is writing essentially all of the code,” Amodei said at a Council of Foreign Relations event on Monday. I’d marked this one on my claim c
     

Claim Chowder: Anthropic CEO Dario Amodei on the Percentage of Code Being Generated by AI Today

13 March 2026 at 16:31

Business Insider, one year ago:

Dario Amodei, the CEO of the AI startup Anthropic, said on Monday that AI, and not software developers, could be writing all of the code in our software in a year.

“I think we will be there in three to six months, where AI is writing 90% of the code. And then, in 12 months, we may be in a world where AI is writing essentially all of the code,” Amodei said at a Council of Foreign Relations event on Monday.

I’d marked this one on my claim chowder calendar a year ago, suspecting it would make for a laugh today. But while Amodei wasn’t exactly right, I think he was only wrong insofar as his remarks were too facile. It may well be true that 90 percent of the lines of programming code that are written today, Friday 13 March 2026, will have been generated by AI. If anything, it’s probably a higher percentage.

But where I think Amodei’s remarks, quoted above, are facile is that it hasn’t played out as simply that lines of code that would have been written by human programmers are now generated by AI models. That’s part of it, for sure. But what’s revolutionary — a topic I’ve been posting about twice already today — is that AI code generation tools are being used to create services and apps and libraries that simply would not have been written at all before. It may well be that the total number of lines of code that will be written by people today isn’t much different from the number of lines of code that were written by people a year ago. But there might be 10× more code generated by AI than is written by people today. Maybe more. Maybe a lot more? And a year or two or three from now, that might be 100× or 1,000× or 100,000×.

In that near future, human programmers are likely still to be writing — or at least line-by-line reviewing and approving — code. But as a percentage of all code being generated, that will only be a sliver.

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  • Sports Programming Accounts for Almost 30 Percent of All Ad-Supported TV Viewing
    Dade Hayes, reporting for Deadline: While the rise of sports programming in recent years has been well-documented, new figures from Nielsen illustrate the extent of its dominance. The measurement firm said sports accounted for 29.2% of all advertising-supported TV viewing by people 25 to 54 years old during the fourth quarter. The stat, spanning broadcast, cable and streaming, was part of a report on viewership trends in the fourth quarter of 2025, released Thursday in the runup to upfronts
     

Sports Programming Accounts for Almost 30 Percent of All Ad-Supported TV Viewing

13 March 2026 at 16:55

Dade Hayes, reporting for Deadline:

While the rise of sports programming in recent years has been well-documented, new figures from Nielsen illustrate the extent of its dominance. The measurement firm said sports accounted for 29.2% of all advertising-supported TV viewing by people 25 to 54 years old during the fourth quarter. The stat, spanning broadcast, cable and streaming, was part of a report on viewership trends in the fourth quarter of 2025, released Thursday in the runup to upfronts.

Looking at the rest of the pie without sports, broadcast accounted for just 9.8%, with cable coming in at 18%. Streaming drew by far the largest tune-in, with 43% of all non-sports viewing, a reflection of the overall growth of advertising on streaming services like Netflix, Prime Video, Disney+, HBO Max and others.

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  • NYT: β€˜Meta Delays Rollout of New AI Model After Performance Concerns’
    Eli Tan, reporting for The New York Times: Meta’s new foundational A.I. model, which the company has been working on for months, has fallen short of the performance of leading A.I. models from rivals like Google, OpenAI and Anthropic on internal tests for reasoning, coding and writing, said the people, who were not authorized to speak publicly about confidential matters. The model, code-named Avocado, outperformed Meta’s previous A.I. model and did better than Google’s Ge
     

NYT: β€˜Meta Delays Rollout of New AI Model After Performance Concerns’

13 March 2026 at 17:04

Eli Tan, reporting for The New York Times:

Meta’s new foundational A.I. model, which the company has been working on for months, has fallen short of the performance of leading A.I. models from rivals like Google, OpenAI and Anthropic on internal tests for reasoning, coding and writing, said the people, who were not authorized to speak publicly about confidential matters.

The model, code-named Avocado, outperformed Meta’s previous A.I. model and did better than Google’s Gemini 2.5 model from [last] March, two of the people said. But it has not performed as strongly as Gemini 3.0 from November, they said.

As a result, Meta has delayed Avocado’s release to at least May from this month, the people said. They added that the leaders of Meta’s A.I. division had instead discussed temporarily licensing Gemini to power the company’s A.I. products, though no decisions have been reached.

The two facts in the last paragraph don’t square with me. May is only two months away. If they might ship then, why license Gemini? To me, the “we may need to pay Google to license Gemini” scenario is a sign that Avocado might be a bust and they might be a year or longer away from their own competitive model.

Mr. Zuckerberg, 41, has staked the future of Meta, which owns Facebook, Instagram and Threads, on being at the cutting edge of A.I. His company has spent billions hiring top A.I. researchers and committed $600 billion to building data centers to power the technology. In January, Meta projected that it would spend as much as $135 billion this year, nearly twice the $72 billion it spent last year.

The difference between Meta and Apple might be that Meta is merely a few months away from rolling out its own best-of-breed AI model. But the difference could be that Meta has blown hundreds of billions of dollars pursuing their own frontier models, and Apple has not, and both just license Gemini from Google.

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  • Tim Cook: β€˜50 Years of Thinking Different’
    Tim Cook: At Apple, we’re more focused on building tomorrow than remembering yesterday. But we couldn’t let this milestone pass without thanking the millions of people who make Apple what it is today — our incredible teams around the world, our developer community, and every customer who has joined us on this journey. Your ideas inspire our work. Your trust drives us to do better. Your stories remind us of all we can accomplish when we think different. If yo
     

Tim Cook: β€˜50 Years of Thinking Different’

13 March 2026 at 23:49

Tim Cook:

At Apple, we’re more focused on building tomorrow than remembering yesterday. But we couldn’t let this milestone pass without thanking the millions of people who make Apple what it is today — our incredible teams around the world, our developer community, and every customer who has joined us on this journey. Your ideas inspire our work. Your trust drives us to do better. Your stories remind us of all we can accomplish when we think different.

If you’ve taught us anything, it’s that the people crazy enough to think they can change the world are the ones who do.

This is a perfectly cromulent letter to mark a big anniversary for Apple. And it is very Tim Cook. It’s short, earnest, honest, to the point, and uses plain simple language. But what also makes it so Cook-ian is that it’s so utterly anodyne. It’s inoffensive to the point of being unmemorable. The best part of Cook’s letter is when he harks back and explicitly quotes from an Apple ad campaign from 30 years ago.

Ten years from now, when Apple is celebrating its 60th anniversary, no one is going to quote from Tim Cook’s “banger of a letter” commemorating their 50th. 25 years from now, when Apple is celebrating its 75th, that future CEO won’t be quoting from any of the ad campaigns Apple ran while Cook was CEO, because there are no lines worth remembering from them.

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  • Lil Finder Guy
    Basic Apple Guy: Where I and the rest of the internet take this from here remains to be seen. All I know is that Apple should definitely keep this Lil Finder around. But no, I do not think this is the last we’ve seen of Lil Finder Guy… Apple’s MacBook Neo ad campaign on TikTok — and seemingly exclusive to TikTok — is the most fun they’ve had with a campaign in ages. I love it.  ★ 
     

Lil Finder Guy

14 March 2026 at 16:21

Basic Apple Guy:

Where I and the rest of the internet take this from here remains to be seen. All I know is that Apple should definitely keep this Lil Finder around.

But no, I do not think this is the last we’ve seen of Lil Finder Guy…

Apple’s MacBook Neo ad campaign on TikTok — and seemingly exclusive to TikTok — is the most fun they’ve had with a campaign in ages. I love it.

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  • Ars Technica Fires Reporter Benj Edwards After He Published Story With AI-Fabricated Quotes
    Maggie Harrison Dupré, writing for Futurism: Earlier this month, Ars retracted the story after it was found to include fake quotes attributed to a real person. The article — a write-up of a viral incident in which an AI agent seemingly published a hit piece about a human engineer named Scott Shambaugh — was initially published on February 13. After Shambaugh pointed out that he’d never said the quotes attributed to him, Ars’ editor-
     

Ars Technica Fires Reporter Benj Edwards After He Published Story With AI-Fabricated Quotes

14 March 2026 at 17:22

Maggie Harrison Dupré, writing for Futurism:

Earlier this month, Ars retracted the story after it was found to include fake quotes attributed to a real person. The article — a write-up of a viral incident in which an AI agent seemingly published a hit piece about a human engineer named Scott Shambaugh — was initially published on February 13. After Shambaugh pointed out that he’d never said the quotes attributed to him, Ars’ editor-in-chief Ken Fisher apologized in an editor’s note, in which he confirmed that the piece included “fabricated quotations generated by an AI tool and attributed to a source who did not say them” and characterized the error as a “serious failure of our standards.” He added that, upon further review, the error appeared to be an “isolated incident.”

Shortly after Fisher’s editor’s note was published, Edwards, one of the report’s two bylined authors, took to Bluesky to take “full responsibility” for the inclusion of the fabricated quotes.

Edwards:

I sincerely apologize to Scott Shambaugh for misrepresenting his words. I take full responsibility. The irony of an Al reporter being tripped up by Al hallucination is not lost on me. I take accuracy in my work very seriously and this is a painful failure on my part.

When I realized what had happened, I asked my boss to pull the piece because I was too sick to fix it on Friday. There was nothing nefarious at work, just a terrible judgement call which was no one’s fault but my own.

Ars fired him at the end of February.

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  • PC Makers Are Not Ready for the MacBook Neo
    Antonio G. Di Benedetto, The Verge: Somehow, the PC makers still don’t see it coming. Here’s how [Asus CFO Nick] Wu described the MacBook Neo, specifically its 8GB of RAM limitation: “I think when Apple positioned the product, it’s probably focused more on content consumption. This differs somewhat from mainstream notebook usage scenarios, because in that case, the Neo feels more like a tablet — because tablets are mostly for content consumption.
     

PC Makers Are Not Ready for the MacBook Neo

14 March 2026 at 20:02

Antonio G. Di Benedetto, The Verge:

Somehow, the PC makers still don’t see it coming. Here’s how [Asus CFO Nick] Wu described the MacBook Neo, specifically its 8GB of RAM limitation:

“I think when Apple positioned the product, it’s probably focused more on content consumption. This differs somewhat from mainstream notebook usage scenarios, because in that case, the Neo feels more like a tablet — because tablets are mostly for content consumption.”

Hang on. Can we hold up for a second here? [...]

The proof of the MacBook Neo’s performance for the money is in the numbers. In single-core benchmarks tests — which most accurately measure the kinds of everyday tasks you do on a computer — the Neo’s A18 Pro chip beats out all manner of Windows laptops, including the new flagship Intel Panther Lake chip in Asus’ own $2,400 Zenbook Duo. Is a Zenbook Duo more capable than the MacBook Neo for heavier tasks, like photo and video editing or playing more graphically demanding games? Yes, and it’s part of why I loved that dual-screen laptop when I reviewed it. But the Zenbook Duo also costs four times as much. And, again, the Neo can hang with it for most common tasks, even with its 8GB of RAM.

This idea that because it’s “an iPhone chip” the Neo is not capable of, say, editing 4K video is utterly ignorant. You know what computers are fully capable of editing 4K video? iPhones. So of course the same chip that enables smooth 4K video editing in an iPhone can do the same in a Mac.

It’s folly to look at the MacBook Neo and presume that an Apple laptop with iPad-like specs must be iPad-like in its capabilities. Anyone who finds iPads limiting for work — and I’m one of them! — isn’t limited because of the hardware. It’s because iPadOS isn’t designed to suit the way we work. The MacBook Neo is a full-fledged kick-ass Macintosh. It really is. If PC makers think it’s something akin to an iPad in a laptop enclosure, they’re even dumber than I thought, and I’ve long thought most of them are pretty dumb.

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  • iFixit’s MacBook Neo Teardown
    iFixit: Is Apple’s most affordable laptop ever also one of its most repairable? For years, opening a MacBook has usually meant fighting your way through glue and buried parts. But the Neo stands out, with increasingly good day-one manuals, less-painful keyboard repairs, and a screwed-in battery tray that sent cheers across the iFixit office. This laptop proves that things can be made more affordable and more repairable at the same time. That conclusion is backwards, I think. I susp
     

iFixit’s MacBook Neo Teardown

14 March 2026 at 22:06

iFixit:

Is Apple’s most affordable laptop ever also one of its most repairable? For years, opening a MacBook has usually meant fighting your way through glue and buried parts.

But the Neo stands out, with increasingly good day-one manuals, less-painful keyboard repairs, and a screwed-in battery tray that sent cheers across the iFixit office. This laptop proves that things can be made more affordable and more repairable at the same time.

That conclusion is backwards, I think. I suspect the MacBook Neo is more repairable not despite its lower price, but because of its lower price. It’s designed and engineered to be easier, and thus cheaper, to assemble. And the aspects that make it easier to assemble make it easier to disassemble.

Regarding the Neo’s 2.7-pound weight:

We were all a bit curious as to why the cheaper and less feature rich Neo weighed the same as a MacBook Air M3, each 13” laptop weighing in at about 1.24kg. It’s especially puzzling when considering the Neo supposedly uses a lighter chassis, and is, uh, smaller.

Here’s what we found: The Neo’s chassis is actually only barely lighter than the Air’s. Together, its chassis, keyboard, and bottom cover are just 8g lighter than the Air’s. But the Neo’s screen is 48g heavier, and the solid chunk of metal that supports its trackpad makes up 7% of the laptop’s overall weight! The Neo’s full trackpad assembly is almost exactly twice as heavy as the M3 MacBook Air’s, too.

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  • Matt Mullenweg Documents a Dastardly Clever Apple Account Phishing Scam
    Matt Mullenweg: One evening last month, my Apple Watch, iPhone, and Mac all lit up with a message prompting me to reset my password. This came out of nowhere; I hadn’t done anything to elicit it. I even had Lockdown Mode running on all my devices. It didn’t matter. Someone was spamming Apple’s legitimate password reset flow against my account — a technique Krebs documented back in 2024. I dismissed the prompts, but the stage was set. What made the atta
     

Matt Mullenweg Documents a Dastardly Clever Apple Account Phishing Scam

15 March 2026 at 00:37

Matt Mullenweg:

One evening last month, my Apple Watch, iPhone, and Mac all lit up with a message prompting me to reset my password. This came out of nowhere; I hadn’t done anything to elicit it. I even had Lockdown Mode running on all my devices. It didn’t matter. Someone was spamming Apple’s legitimate password reset flow against my account — a technique Krebs documented back in 2024. I dismissed the prompts, but the stage was set.

What made the attack impressive was the next move: The scammers actually contacted Apple Support themselves, pretending to be me, and opened a real case claiming I’d lost my phone and needed to update my number. That generated a real case ID, and triggered real Apple emails to my inbox, properly signed, from Apple’s actual servers. These were legitimate; no filter on earth could have caught them.

Then “Alexander from Apple Support” called. He was calm, knowledgeable, and careful. His first moves were solid security advice: check your account, verify nothing’s changed, consider updating your password. He was so good that I actually thanked him for being excellent at his job.

That, of course, was when he moved into the next phase of the attack.

What makes this attack so dastardly is that parts of it are actual emails from Apple. And because the attackers are the ones who opened the support incident, when they called Mullenweg, they knew the case ID from the legitimate emails sent by Apple.

One of the tells that alerted Mullenweg that this was a scam was that he knew he hadn’t initiated any of it, so his guard was up from the start. Another is that the scammer texted him a link pointing to the domain “audit-apple.com” (which domain is now defunct). That domain name looks obviously fake to me. But to most people? Most people have no idea that whatever-apple.com is totally different than whatever.apple.com.

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  • Reuters: β€˜Meta Planning Sweeping Layoffs as AI Costs Mount’
    Katie Paul, Jeff Horwitz and Deepa Seetharaman, reporting for Reuters: Meta is planning sweeping layoffs ​that could affect 20% or more of the company, three sources familiar with the matter told Reuters, as Meta seeks to offset costly artificial intelligence infrastructure bets and prepare for greater efficiency brought about by AI-assisted workers. No date has been set for the cuts and the magnitude has not been finalized, the people said. Top executives have recently signaled the
     

Reuters: β€˜Meta Planning Sweeping Layoffs as AI Costs Mount’

15 March 2026 at 15:41

Katie Paul, Jeff Horwitz and Deepa Seetharaman, reporting for Reuters:

Meta is planning sweeping layoffs ​that could affect 20% or more of the company, three sources familiar with the matter told Reuters, as Meta seeks to offset costly artificial intelligence infrastructure bets and prepare for greater efficiency brought about by AI-assisted workers.

No date has been set for the cuts and the magnitude has not been finalized, the people said. Top executives have recently signaled the plans to other senior leaders at Meta and told ​them to begin planning how to pare back, two of the people said. The sources spoke anonymously because they ​were not authorized to disclose the cuts.

“This is speculative reporting about theoretical approaches,” Meta spokesperson Andy Stone said in response to questions about the plan.

This, hot on the heels of a New York Times report that Meta’s in-house AI models are lagging and they’re considering licensing Gemini from Google.

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  • Horace Dediu on Apple Sitting Out the AI Spending Race
    Horace Dediu, under the headline “The Most Brilliant Move in Corporate History?”: Apple used to be the biggest capex spender, mainly because it paid for most of the property plant and equipment in the factories that made its phones and computers. [...] But that all changed with AI. Amazon is spending $200 billion this year on AI data centers. Google, $185 billion. Microsoft, $114 billion. Meta, $135 billion. Combined: $650 billion. (Not including OpenAI, Anthropic and SpaceX/XA
     

Horace Dediu on Apple Sitting Out the AI Spending Race

15 March 2026 at 15:51

Horace Dediu, under the headline “The Most Brilliant Move in Corporate History?”:

Apple used to be the biggest capex spender, mainly because it paid for most of the property plant and equipment in the factories that made its phones and computers. [...]

But that all changed with AI. Amazon is spending $200 billion this year on AI data centers. Google, $185 billion. Microsoft, $114 billion. Meta, $135 billion. Combined: $650 billion. (Not including OpenAI, Anthropic and SpaceX/XAI.) That is like buying the US Navy every year. And yet Apple’s capital budget is still a modest $14 billion, oscillating with new hardware tooling cycles.

Apple is refusing to transfer its cash flow to Nvidia. Curiously, it believes that its cash flow belongs to its shareholders, not to Nvidia’s.

The hyperscalers are now spending 94% of their operating cash flows on AI infrastructure. Amazon is projected to go negative free cash flow this year with as much as $28 billion in the red. Alphabet’s free cash flow is expected to collapse 90% from $73 billion to $8 billion. These companies used to be the greatest cash machines ever built. Now they’re borrowing money to keep the data center lights on.

It has served Apple very well to guard its free cash flow preciously ever since the company sprung back to growth under Steve Jobs. Are they stuck in the past by sitting this out, or wisely passing on a mania?

If they can make Apple Intelligence a first-class agentic AI by relying on Gemini, paying only $1 billion per year, it sure looks like genius. But given their track record with Apple Intelligence to date, that is an enormous “if”.

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  • β€˜This Is Not the Computer for You’
    Sam Henri Gold: Nobody starts in the right place. You don’t begin with the correct tool and work sensibly within its constraints until you organically graduate to a more capable one. That is not how obsession works. Obsession works by taking whatever is available and pressing on it until it either breaks or reveals something. The machine’s limits become a map of the territory. You learn what computing actually costs by paying too much of it on hardware that can barely afford it.
     

β€˜This Is Not the Computer for You’

15 March 2026 at 15:52

Sam Henri Gold:

Nobody starts in the right place. You don’t begin with the correct tool and work sensibly within its constraints until you organically graduate to a more capable one. That is not how obsession works. Obsession works by taking whatever is available and pressing on it until it either breaks or reveals something. The machine’s limits become a map of the territory. You learn what computing actually costs by paying too much of it on hardware that can barely afford it.

I know this because I was running Final Cut Pro X on a 2006 Core 2 Duo iMac with 3GB RAM and 120GB of spinning rust. I was nine. I had no business doing this. I did it every day after school until my parents made me go to bed.

What a lovely essay. The best piece anyone has written about the MacBook Neo — because it’s not really about the MacBook Neo.

  • βœ‡Daring Fireball
  • Blaming AI for Layoffs: β€˜It Plays Better’
    Resume.org, summarizing their survey of 1,000 U.S. hiring managers: 59% admit they emphasize AI when explaining hiring freezes or layoffs because it plays better with stakeholders than citing financial constraints. Reminds me of the “Not Me” ghost in Bil Keane’s The Family Circus comic strip.  ★ 
     
  • βœ‡Daring Fireball
  • Finalist 3.6
    My thanks to Finalist for sponsoring last week at Daring Fireball. Finalist is a remarkable, ambitious, and novel app for iPhone, iPad, and the Mac from indie developer Slaven Radic. It’s a planner — a digital take on traditional paper planners — that (with permission) pulls in your calendars, reminders, and health data. Its motto: “Most productivity apps help you organize tasks. Finalist helps you finish them.” Finalist first sponsored
     

Finalist 3.6

15 March 2026 at 17:36

My thanks to Finalist for sponsoring last week at Daring Fireball. Finalist is a remarkable, ambitious, and novel app for iPhone, iPad, and the Mac from indie developer Slaven Radic. It’s a planner — a digital take on traditional paper planners — that (with permission) pulls in your calendars, reminders, and health data. Its motto: “Most productivity apps help you organize tasks. Finalist helps you finish them.”

Finalist first sponsored DF back in December, and I wrote quite a bit about it then. You should read that post. I’ve continued using Finalist, day in, day out, since then. It’s open on my Mac and on my first iPhone home screen. I’m even on the TestFlight beta list, using new builds as Radic releases them. Finalist was good enough back in December that I started relying on it, and it’s gotten even better in the three months since. It’s a great app, period, but it’s really fun to use an app that is getting better so quickly. Radic is cooking with gas. It’s just so obvious, just using it, that Finalist is his own dream app for daily productivity. Here’s a fun one-minute video showing what’s new in version 3.6.

Recent features include subtasks, calendar bookmarks, HealthKit data in Finalist’s journal, and a spoken daily briefing you can trigger from your Lock Screen. You can (and I do) run Finalist alongside the apps you already use. E.g., Finalist hasn’t replaced Fantastical for me — they just work great together because they both show me the same calendar events. Same goes for Apple Reminders. If you took a look back in December, you should check out what’s new. If you haven’t tried Finalist yet, you definitely should. Free trial from the App Store, with both subscription pricing and a one-time lifetime purchase.

  • βœ‡Daring Fireball
  • CHM Live: Apple at 50
    David Pogue absolutely killed it hosting this live event last week. Glad I saved it to watch on my TV. Special guests include Chris Espinosa, John Sculley, and Avie Tevanian. A legit treat.  ★ 
     
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