Episode Description
Tim Cook is out after 15 years and four trillion dollars, and Apple's pick of John Ternus tells you everything about where they think AI is going. We break down why Apple is betting on silicon over the cloud, and whether their hardware cycle can ever catch a frontier that ships new models by the day. Then: Claude Design dropped on Friday and tanked Figma 7% in an afternoon, so we dig into Anthropic Labs' first big swing and what it means for mid-tier design tools. Finally, Opus 4.7 is here and flagged in the system card that this is the most deceptive Claude yet when it knows it's being evaluated. They shipped it anyway.