All the crap you never needed

February 23 2024

February 16 2024

February 9 2024 Friedberg is back Apple Vision Pro Better than MetaQuest Pro - no dizziness and disconnectedness apparently Lots of image collection, data collection, etc can be done while you’re working Enterprise applications - data is being ingested in real time Workforce can be trained by the goggles in a way video can never do Relate this to how young people are having bad outcomes because of technology and social media - might exacerbate it When Apple comes into the race, its the starting gun for the space Friedberg predicts they will get $100B in sales over the next 5 years You can do all your work without people seeing your screen, etc Jason thinks its an enterprise device Chamath, Friedberg, etc have strict rules for their kids’ electronics Can also go long SSRIs, etc with Apple Meta vs Snap Meta is rocking, Snap is rocked Snap has voting imbalance and maybe that’s what’s hurting them A different kind of investor will go to them because they have no say

February 2 2024 Friedberg out JCal bought Apple googles for all besties Never know when you will get lucky in life Senate hearing on social media This is misguided - how can you end all harm - zeroism is dangerous Moral panic Powerful moment where Zuckerberg faced the families and apologized in court In the past too people blamed other factors - Judas Priest was brought to court for their lyrics Rap music was targeted in the past too There is a massive law of large numbers at play here too - 1/10 of 1 percent of all users is still > 3M people How does Section 230 apply here? Are platforms publishers or distributors? Are they editorializing or are they a newstand? Section 230 says if you make a good samaritan effort to combat bad things, you should be protected Parents also have to play an active role if we want social media at scale Lawyers are salivating at how they were able to extract money against tobacco, etc and now at this - they are a big donor for democrats