(Preview) Apple Enters the Uncanny Valley, The SpaceX Play for Cellular, Q&A on The Ringer, Smartphones, AI Parenting

Ben and Andrew begin with reactions to Apple’s HomeView, including backlash to one of the company’s worst commercials ever, why the product category should exist, and whether Apple is the right company to execute in this space. From there: SpaceX moves full speed ahead with its plans for cellular coverage, why some airlines and carriers balked at partnering with SpaceX, and challenges the company will face going toe to toe with cellular incumbents. At the end: The Ringer’s new, Substack-forward model, the future of sports TV rights as AI spending continues, more on Amazon prices and the company’s logistic moat, building AI apps for iOS, the maddening centrality of smartphones in daily life, solidarity with Ben in his cupboard strategy and smart home instincts, the AI pitch that more companies should be emphasizing, and AI show & tell on a parenting use case that has paid dividends.

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Apple HomeView, The New Apple TV, The App Story — Stratechery Update

SpaceX Buys More Spectrum, Musk and Market Structure, Distributed Cellular — Stratechery Update

Palantir CTO says some AI researchers are taking up smoking because they expect AI to cure cancer — Business Insider

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