Apple WWDC 2026

WWDC 2026 Impressions: Yeah, That's About Right - YouTube

WWDC 2026: Everything Revealed in 13 Minutes - YouTube

Apple WWDC 2026 keynote in 25 minutes - YouTube

The WWDC 2026 keynote introduced major updates across Apple's software ecosystem, anchored by the introduction of Apple Intelligence and Siri AI. Here are the key points:

Operating System Updates:

• macOS Golden Gate: Features an updated Liquid Glass UI with a global slider for opacity adjustment, more uniform toolbars, and refined sidebar transparency (0:00 - 1:28).
• System Performance: Across iOS and iPadOS, system animations are smoother, app launch speeds have improved by up to 30%, and photo loading and file transfers (via AirDrop/external drives) are significantly faster (1:28 - 2:11).
• iPhone 11 CPU Scheduler: System-wide responsiveness improvements are now extended to devices as old as the iPhone 11 (2:11 - 2:55).

Apple Intelligence & Siri AI:

• Siri AI: A profoundly more capable assistant that is more conversational, context-aware, and can perform cross-app actions (e.g., planning a dinner party or writing emails) (9:22 - 16:15).
• Visual Intelligence: Allows users to point their iPhone camera or use specific shortcuts on macOS/visionOS to get information about their surroundings, such as nutritional data or schedule management (16:36 - 17:46).
• Writing Tools: Integrated system-wide features that offer proofreading, tone adjustment, and draft generation based on personal communication styles (17:46 - 18:44).

Privacy and Safety:

• Child Safety: New Ask To Browse and Ask To Approve features give parents more control over web and app access, along with expanded Communication Safety that detects violent or graphic content (5:10 - 6:40).
• Data Privacy: Features emphasize on-device processing and Private Cloud Compute to ensure data remains secure and inaccessible to Apple (9:04 - 9:22).

Other Notable Announcements:

• Health: New support for menopause and perimenopause tracking in the Health app (4:19).
• Photos: Powerful new AI tools like Clean Up (distraction removal), Spatial Reframing, and Image Playground for creative generation (21:41 - 23:50).
• Availability: Developer betas are available today, with a public beta coming next month and a full release this fall (24:56 - 25:13).

SpaceX AI EWS for Google

so called "EWS: Elon's Web Services" giga-deals

Google will pay SpaceX $920M per month for compute | TechCrunch

SpaceX has lined up another compute deal ahead of its historic IPO, this time with Google. The company announced the deal in a regulatory filing on Friday.

Under the terms of the deal, Google will pay SpaceX $920 million per month from October 2026 through June 2029 for access to “approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.”

 

“Google Cloud and SpaceX are long-time partners,” Google said in a statement. “This is a short-term, timely agreement to ensure we have bridge capacity to meet surging customer demand for our agent platform, Gemini Enterprise, which has been even higher than we expected.”

... parent company Alphabet is on a spending spree. Alphabet has already committed to more than $180 billion in capital expenditures this year and has said it expects that to “significantly increase” in 2027... 

Google to pay SpaceX $920 million a month for xAI compute capacity

business: Kodak sad story

what will be "Kodak-like" AI affected companies? 

Google fits almost exact same patten: "invented" much of modern AI but didn't use
until being forced by competition... Microsoft, Salesforce, leveraging but not really driving new solutions, incremental vs exponential improvements. Market and business can be brutal even on best of companies... 

Kodak - Wikipedia

digital reality... 

How Just One Camera Destroyed Kodak Forever - YouTube

The Rise and Fall of Eastman Kodak

This documentary explores the spectacular collapse of Eastman Kodak, once a global titan that dominated the photography industry for most of the 20th century.

Peak Dominance

• In 1976, Kodak controlled 90% of the film market and 85% of the camera market in the United States.
• The company was a Dow Jones Industrial Average component for 74 consecutive years.
• At its peak, it employed 145,000 people globally, with 60,000 workers concentrated in its base city of Rochester, New York.
• The company enjoyed a massive 70% gross margin on film products, which created a powerful disincentive to innovate away from their core revenue stream.

The Missed Future

• In 1975, Kodak engineer Steven Sasson invented the world's first digital camera. Despite filing a patent for the technology, management famously dismissed the invention as "cute" and prioritized protecting their lucrative film business.
• Internal reports as early as 1979 and 1981 correctly predicted that digital photography would eventually render film obsolete, but these warnings were largely ignored by leadership.

Strategic Missteps and Bankruptcy

• Kodak attempted to diversify into pharmaceuticals with the $5.1 billion acquisition of Sterling Drug, which resulted in a massive loss of value.
• The company suffered a major legal blow in 1991 when it lost a patent battle against Polaroid, forcing it to recall millions of instant cameras.
• By the time Kodak pivoted to digital cameras, they were decades behind competitors. Even when their "EasyShare" cameras became best-sellers, the company lost money on each unit sold.
• In 2012, Kodak filed for Chapter 11 bankruptcy, causing thousands of retirees to lose their healthcare benefits and leading to the demolition of historic manufacturing plants in Rochester.

The Aftermath

• The company famously sold its groundbreaking OLED patent portfolio for $100 million in 2009—a technology now powering nearly every modern smartphone and television screen worth billions annually.
• While Fujifilm successfully navigated the digital transition by pivoting into cosmetics and healthcare, Kodak's rigid adherence to its original business model ultimately led to its historic industrial decline.