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Top 25 Apple Articles on Substack

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Insights from content creation: An interview with Utsav Mamoria of Postcards From Nowhere

A good friend, a passionate market researcher, a (slow) travel enthusiast
Well, folks, I promised you I’d be working on interviews on Things of Internet this year. And what a fine way to start this will be. Utsav Mamoria is a dear friend who runs a short-format travel podcast called Postcards from Nowhere. It’s a travel podcast but rather than give influencer-style clickbait about places to visit, Utsav encourages you to slow …
Deepak Gopalakrishnan / Chuck

December 12, 2023

BOOM: Google Loses Antitrust Case

Search giant Google has lost its first antitrust case in a San Francisco jury trial. The breakup of Big Tech begins.
Welcome to BIG, a newsletter on the politics of monopoly power. If you’d like to sign up to receive issues over email, you can do so here. Google just lost its first antitrust trial, as a San Francisco jury returned a decision that Google harmed rival Epic Games, maker of the popular video game Fortnite, in the $48 billion dollar app store Android market…
Matt Stoller ∙ 423 LIKES
Alan
I think the key takeaway from Matt’s article is that the jurors restored trust in the judicial system. Perhaps this is the first step to get the citizenry out of the sense of helplessness it’s been mired in since the lockdowns. This is a huge win for America.
Larry King
Boom! Way to go Epic and America’s trial by jury system. We still have common sense! Thanks Matt.

AI Is Transforming Media Before Our Eyes (& Accelerating Cable's Demise)

Netflix, Apple & Amazon’s Tech DNA Give Them The Early AI Advantage Amongst Streamers
As formerly (thankfully!) striking writers justifiably emphasized, AI is transforming Hollywood. It already has. The major streaming services have long used artificial intelligence and machine learning to enhance overall viewing experiences, accelerating cord cutting – and fundamentally transforming Hollywood economics - in the …
Peter Csathy ∙ 2 LIKES

September 24, 2023

Do Amazon and Apple Have Any Moats in Generative AI?

Sundays, The Sequence Scope brings a summary of the most important research papers, technology releases and VC funding deals in the artificial intelligence space.
Next Week in The Sequence: Edge 329: The second installment of our series about fine-tuning covers the different types of fine-tuning methods, MIT’s research around multi-task prompt tuning and the Lamini platform. Edge 330: We discuss DSPy, a new language model programming framework that represents an alternative to LangChain an…
Jesus Rodriguez ∙ 15 LIKES

WHAT HAPPENED TO MEAN REVERSION?

Or why do winners keep winning?
I have just got back from an epic month of travelling. I have been to Trinec in the Czech Republic twice, flying into Katovice and then Krakow airports, and then driving two hours. Its the first t…
Russell Clark ∙ 21 LIKES
Stefano Scarabelli
This time I don't buy your argument: according to last week FT, "Apple is a Chinese company". And it happens that it is the largest company in S&P 500: how can you say that deglobalization would benefit Apple? Mean reversion still rules!
The Blind Squirrel
Thanks Russell. Welcome back from your travels. I used to have a lot of fun with the Apple corporate finance and valuation questions. Scribbled about it the other day here https://twitter.com/SquirrelMacro/status/1655412715299684352?s=20 and here https://www.blindsquirrelmacro.com/p/crisis-what-crisis


April 27, 2023

Arbitrage Andy Interview W/ Larry Cheung

185: Free Joint Post for all subscribers
We took part in a quick rapid fire interview with Larry Cheung, CFA covering AI, geopolitics, financial markets, and other areas we frequently speak about. Larry Cheung is a CFA Charterholder, professional Investment Strategist, and the Author of one of Substack's most popular finance newsletters called "Letters from Larry: U.S. & China Investment Strategy." In this ne…
Arbitrage Andy ∙ 21 LIKES

July 30, 2022

Best Buy PS5 restock: get dates and times with notifications

The Best Buy PS5 restock for July 2022 has happened once nationwide. Here's when and where to find the Sony PlayStation 5 console in stock today.
The Best Buy PS5 restock date and time in July 2022 will come to you via my PS5 restock Twitter tracker – follow and turn on notifications. That’s because I’m now tracking where and when the PlayStation 5 is in stock at retailers in the US, including Best Buy, where there has been a PS5 restock nationwide once in July. Now that demand for the Sony cons…
Matt Swider ∙ 3 LIKES
Santiago mendoza
Hi matt, my name is santiago, I would like to buy a ps5 from uruguay because my family will visit new york on the date of august 12 to 17, do you think it may be possible at best buy or walmart?

Exciting News!

I am excited to announce that 3 of my haikus have been selected in to be in the “Florida Bards Poetry Anthology 2024”! They have selected haiku #10 #20 and #32 to be in the book. There will be a book launch in June. The haikus are from my book “The View From My Deck, Haikus Inspired By Nature”. Needless to say I am thrilled!
Tim Huff ∙ 3 LIKES


December 20, 2020

Vodcast Week #3

Hello Vodcasters! It’s already been three weeks since the launch of Vodcast’s newsletter. We are growing really fast, therefore, we are building something very unique on the backend of the newsletter. We will announce it VERY soon. Meanwhile, Comment YES if you want to receive Vodcast twice a week.
Ismael Diaby ∙ 1 LIKES

June 13, 2022

Nightswim & Listening

Taking refuge in oneself through partnership.
🌱 Help me grow! 🌱 Nightswim When I sense that our daughter has dropped off to sleep, I ease myself quietly out of the cabin and pursue the path down through the darkness of the forest, carrying my towel. The canopy is sparse and a moonless sky glitters with stars overhead. The tracks are so familiar that I can get around without a torch.
Nicola T ∙ 4 LIKES
Swarnali Mukherjee
Thank you dearest friend for invoking this wisdom through your intimate space and sharing it with us. I feel like I needed to read this sublime meditation on partnership and what it means in both times difficult and easy. Many blessings to you and yours 🌼💜
Renee Faber
Your wisdom weaves through your poetry. Thank you for writing and sharing with us.

June 3, 2023

Relating

&, for what it's worth, it is hard.
You can download the ebooks for the first three volumes of Surrender Now using these links.
Nicola T ∙ 9 LIKES
Renee Faber
My eyes swept through your beautiful prose, and I felt the wise truth and felt the fear of that truth. And of course, the sorrow of how that truth lit inside of you through Raphael.
Vipul Bhesania
Nicola, this was so beautifully written! “I was never your mother: we were compatible presences performing a brief, milky dance to the music of the infinite; and our love lives on in that music” - wow. Thank you for sharing. The topic of grief is interesting in terms of relationships. I lost a very close friend last year. Initially I was weeping because he was physically no longer here. It was important for me to shed tears to mark the ending of us relating through the physical form. Over time I realised that we have since started a new relationship - one where he guides from the astral realms. He isn’t really gone, the way he serves has simply changed. In that way, I feel him closer in my heart with each passing day ❤️

July 20, 2021

20th July Crypto News Summary

EU AML Proposals, FTX, Crypto Unicorns, Mastercard and BOFA
EU Anti Money Laundering Proposals Expands existing AML/CFT rules to the entire crypto sector Crypto service providers must collect the name, address, date of birth, and account number of the sender, and the name of the recipient Providing anonymous crypto wallets prohibited
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What is the right tech for a web-based chat?

A retrospective on writing ChatStrike's chat interface
ChatStrike is a startup in the recruiting technology space centered around, you guessed it, chat. When Cameron Levy first approached me to work on a chat application for recruiters, choosing the right technology stack took serious consideration. At Platonic Systems, we default to purely functional programming unless there are compelling reasons not to. …
Isaac Shapira and Platonic Systems

August 20, 2021

Weekly Recap - Crypto Hits $2T Market Cap (Get Smarter in 5 Min)

Over the last 7 days Solana is up 63%, Cardona 25% & Ripple 20%. $90M hack of Liquid Exchange in Japan. Ethereum co-founder Vitalik Buterin joins Dogecoin foundation & will help shape its future
💡What’s in it for Me: Get Smarter in 5 Minutes Hi everyone 👋. Welcome back to ‘The Weekly Recap’, where I curate a reading list of insightful articles, market updates & bite-sized learnings nuggets to get you caught up for the week. If you're reading this and haven't signed up, join the 190+ others by clicking below, and to the regular readers, thank y…
Saurav Bhatia

September 17, 2021

Weekly - Solana Crypto Attack Halts Growth,Price down 20% (Get Smarter in 5 Min)

The market moves sideways $2.2Tn, Solana has a hiccup, experiences denial of service attack, network goes down & token falls 20%. All in a regular Crypto week!
💡What’s in it for Me: Get Smarter in 5 Minutes Hi everyone 👋. Welcome back to ‘The Weekly Recap’, where I curate a reading list of insightful articles, market updates & bite-sized learnings nuggets to get you caught up for the week. If you're reading this and haven't signed up, join the 260+ others by clicking below, and to the regular readers, thank y…
Saurav Bhatia

November 25, 2022

tpd #10 | product market o que?

a importância do product-market fit para o sucesso do produto (e da empresa)
Uma coisa que ouvimos falar com frequência no mundo de produto é: como nós vamos atingir o product-market fit? ou como nós sabemos que atingimos o product-market fit? ou ainda o que vem depois de atingirmos o product-market fit? Todas essas perguntas são extremamente válidas pois elas são uma das maiores dores do time de produto e consequentemente da emp…
Caio Rocha ∙ 2 LIKES

Shooting From the Corner: Abilene Christian (0-1)

Well, shit
Bitterwhiteguy ∙ 4 LIKES
MarkInAustin
I will miss your columns almost as much as I will miss the former basketball school from which I claim a law degree.
Please feel the need to write fill in the blanks columns about recruits, transfers, and new coaching staff [rumors or news] from time to time.
Thanks again, Johnny.
Panhandle Girl
Feel your pain. Last night was heartbreaking. Thank you for all the great columns this year!

Got anything you want discussed?

Bitterwhiteguy ∙ 13 LIKES
sprotsbot
I think most of my questions have been brought up by others. I have no idea what to honestly expect from this team and good lord I saw that bracketology has us as a one seed, which is obviously a trap. Please pull us back down to the reality that will surely come cause this is Texas Basketball.
But I do also enjoy you giving a good run down to the rest of the conference. Also recruiting (or just transfer portals now?) which I do not really follow.
Dodsonhere
Will we ever know the happiness of watching players grow from freshmen to seniors or will Beard's transfer portal mastery quash that?

Shooting From the Corner, Kansas/Tech (1-1)

EXTEND SHAKA, FIRE SHAKA
I am a combination of tired and hungover I cannot adequately describe so let’s get to it. Micro Level, Kansas (W, 75-72 OT) SWEEP This is fun, Texas should do it more often. I watched the end of the game late due to work, and based upon the length of the DVR recording I suspected the game was heading to OT as I told my fiancee good night and went back to th…
Bitterwhiteguy ∙ 2 LIKES
MarkInAustin
"The atrocious Mac McClung three-point foul call aside - McClung threw himself against a set Kai Jones like he was a monster climbing a building in the next Rampage movie - the refs were pretty solid today."
That singularly atrocious call was doubly painful because it was the turning point of the game. At least, I think it was.

The Least Substantive Recruiting Article Ever, 2020 Edition

I am totally out of my depth
The roster construction is being handled in other pieces, this is going to be just about recruiting and thus fairly short because lolllllll I am not the guy for this. As per my yearly reminder, if you want to keep up with recruiting follow guys like
Bitterwhiteguy ∙ 4 LIKES
sprotsbot
I know nothing about recruiting as well but I'm all in on seeing a dude named Chet in the NBA

Shooting From the Corner, Oklahoma State (1-0)

Texas enters business class, enjoys the free alcohol
It’s 70 degrees in DFW as I type this recap, which is decidedly not “Christmas” weather but I got to drive with the windows down on my way to pick up al pastor tacos from a Mexican meat market, so all-in-all I’d call it an unexpected bonus in the waning days of a hellscape year. Much in the same vein, Texas basketball being ranked in the top 10 while Lo…
Bitterwhiteguy ∙ 5 LIKES
MarkInAustin
I knew “B” was Brock b/c I follow his playing time like a true fanboy. Guessed correctly on Sims. Had no idea whether “A” was Kai, AJ1, or Brown. I know I win something glittery for two out of three because Groucho and Alex Trebek. Are there any living game show hosts? I don’t think so.
Meanwhile, I am reduced to watching these LHN games on an audio stream. Craig and Eddie stack up well against most TV guys to the point that I often listen to them over any team that includes, say, Bill Walton. I favor your picks of TV guys, but like Jay more than Raftery, who was a year behind me in HS and made All State. I throw that in so everyone will know that I am old and went to HS in NJ. I digress. Jay calls out refs and various other hoops hypocrites with a sort of “Frontline” authoritative voice of doom, that I favor.
This was an excellent post, BWG. Thanks.
Stacey Dunbar
I HAVE THOUGHTS AND QUESTIONS SIR ABOUT A PARTICULAR SECTION OF YOUR WRITING

COACHING REPLACEMENT SZN

I spent way too much time on this
So, how has your day been? Good? Anything noteworthy happen recently? Yea, me neither. When I wrote the ACU recap, I didn’t have any inside information on what may happen with Shaka Smart. I didn’t realize I would effectively nail how the scenario would play out, and I wish I was half this accurate when it comes to picking stocks. This is one of the most us…
Bitterwhiteguy ∙ 6 LIKES
Royal or Boynton make the most sense from an experience at their age sense. Beard seems like Weltich II, to me. If Ivey plays a pro style and can coach at that level, slam dunk.
Flamingmonkeyass
I think you nailed it again.
With his defense-first style I think Beard is the safest and surest bet for consistent regular season success. Even though at times it is about as painful to watch as a poetry reading contest hosted by a stuttering academy. Beards team win in the regular season and produce very consistently game to game. But we’ve seen with Barnes, regular season success only means so much to Texas fans. If given a choice I think the vast majority of Texas fans would take 5th or 6th place finishes if it meant more sweet 16/elite 8 chances. That’s what Shaka was really meant to produce I think.
Now so far, Beard has had excellent success in the dance, but I believe ultimately the most consistent winners in March are the teams with the best and most consistent offenses. Yes Virginia beat Tech for the championship in 2019, but Virginia also was the first 1 to lose in the first round the year before and got dropped in the first round again this year. When your goal is turn every game into a 60-55 rock fight sometimes you end up on the wrong side of 60.
All that is why I think I’d prefer to go with Ivey. Now, maybe Ivey goes back to his Barnes roots and we start playing in your shirt man to man again. But from what I’ve heard he’s a true pace and space disciple. Plus I’ve heard from basketball guys I very much respect that Royal is absolutely the real deal as far as having a basketball mind. I also just like the idea of one of the toughest and most underrated players we’ve ever had coming here and having success versus someone who has a tendency to throw grown man-baby tantrums on the court.

December 7, 2020

Morning Belz, Dec. 7

A date which will live in infamy.
HHS Secretary: Every American should have vaccine by July — Axios Chinese company trying to raise 84,000 hogs at one site — Reuters Remote learning widens racial disparities — Washington Post Reporters murdered regularly in Mexico — Guardian QAnon gaining steam in Japan —
Adam Belz