The blackest wine I’ve ever had and its amazing.

Cloudflare $NET has Speed Week next week. Dammit I have’t even caught up on Developer Week yet… slow down.

Can’t say I have seen this nightmare inducer while diving…

Why does Jensen Huang always look like he just hopped off his motorcycle to run out on stage?

Generative AI is finally getting better with hands.

Generative AI is finally getting better with hands.

If you guys want to get an Apple Vision Pro early, all you need to do is duct tape an iPad to your face and two HomePods to your ears.

@MarceloPLima Yes use cases will fly… and it will be iterated on…. And other devices will emerge…

I made some #AIart based on a comment made by a friend today

Nuclear secrets next to the toilet. Always good to keep some light reading materials handy.

Why do people get so mad about a stock they are NOT IN going up or down contrary to their fly-by-night thesis? It’s a big market, FinTwit. Don’t get so worked up about all the other shit that is no way affecting you.

Anyone around for a chat tonight about Apple $AAPL Vision Pro? Anyone demo one and want to tell the tale? Hey @gruber or @benthompson, you up?

Plus just spotted this take on the $META implications by @MarceloPLima : Love the reference to “ambient computing” in the Vision Pro’s eye/hand controls.

Ahem! It’s pronounced “S-Q-L”.

Also this visceral walkthrough of the hands-on demo from @gruber at @daringfireball :

Highly recommend this stellar @stratechery post on “Apple’s vision” by @benthompson too;

Today’s premium post covered all the details of $AAPL Apple’s new Vision Pro mixed reality device. Don’t listen to the whiners comparing it to the Quest’s price. This is not a gaming headset. It is an all new spatial computing paradigm set to replace multi-display Mac setups.

Its focus is on giving you a hyper realistic infinite private spacial workspace. It is going up against other high-end XR devices that cost $3-6K, not consumer-grade VR for $300-500 with vision of a cartoon social Metaverse. Piece is of interest to $AAPL $U $META $MSFT $GOOG.

And that is after 2+ years since acquire! … I go into way more detail in today’s premium post.

Mgmt at SentinelOne $S didn’t see consumption issues until they dug into financial issues at end of Q (ARR -> Rev shortfall) … which speaks volumes. This mgmt team (over a seat-based platform) has no idea how to monitor and track their newer consumption-based platform.

@dhaval_kotecha Wow! Nice work!