Second Mouse.AI

As stupid as Apple's Vision Pro is, Apple Intelligence is that ... intelligent.

Innovation Is Overrated

Specifically, disruptive innovation - the kind that marks a "before" and "after" in our lives - is terrible for shareholder value. Some innovators that changed our lives:

Combined market capitalization: $21 billion. And that's only because Blackberry and Nokia somehow still exist. (Xerox donated PARC to a nonprofit in 2023, valuing it at $132 million.) Just four of the companies that capitalized on the innovations of the departed - Microsoft, Apple, Google, and Meta - register a market capitalization of $7+ trillion. The ...