A call for Apple to finally be confident in its Vision Pro hardware, a brief history of broadcasting sports on TV, and yet another reminder that immersive live experiences should be the killer use case that brings users to the Vision Pro platform. Then: Q&A on the AVP, a question on the Siri and Gemini partnership, and thoughts Ben’s interview with United Airlines CEO Scott Kirby and on how tech spearheaded the company’s revival. At the end: Questions on Meta Compute and the end of Aggregation Theory, Grok and its offensive bikini problems, and follow-ups on Baumol’s Cost Disease, humans wanting humans, streaming economics, and venting about the Green Bay Packers.

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@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Apple: You (Still) Don’t Understand the Vision Pro — Stratechery

An Interview with United CEO Scott Kirby About Tech Transformation — Stratechery Interview

Meta Compute, The Meta-OpenAI Battle, The Reality Labs Sacrifice — Stratechery Update

Grok is undressing anyone, including minors — The Verge

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