Thoughts on Technology

“Here’s How the AI Crash Happens”

The detail on how companies are structuring the debt they’re taking on to build data centers is interesting, and scary. The financial engineering around the AI boom is all too reminiscent of other boom/bust cycles, so I guess we just have to hope to dodge the bust this time.

“Apple Results: Holiday Dunks and Questions Dodged”

At the bottom, in the section called “Apple’s Values”, Snell contrasts this year’s statement on how Apple expresses its values through action and their statement on that subject this time last year. It’s worth the quick read.

“Every New Apple TV Feature in tvOS 26″

I’m particularly happy about the profile picker: my family never changes it, and pollutes my Up Next, Recently Played, etc. I’m hoping that other apps will be able to map these profiles to theirs and make it so I don’t have to pick a profile in every single app.

“Cinemark Signs 17-theater IMAX Deal in Latest Premium Play”

I’m glad to see this kind of thing, and I hope—as the article indicates—that the other chains continue to invest in their large-format screens. In particular, I’d love to see more 70mm-capable IMAX screens. It’s one of the few things that gets me to go to the theater anymore.

“The Innovation That’s Killing Restaurant Culture”

Interesting article about how food delivery like Uber Eats and DoorDash, accelerated mightily by COVID, transformed the restaurant industry to its current state, where “nearly three out of every four restaurant orders [are] not eaten in a restaurant”.