Newsletter

The productivity numbers are real. The control failures are also real. This week surfaced both sides of the same bet — and the organizations that recognize them as connected, rather than separate conversations, are the ones building something durable. Code Stopped Being the Job. Orchestration Is. Spotify's co-CEO stated publicly during Q4 earnings that the company's best engineers have not written a single line of code since December. They use an internal system called Honk, integrated with Claude Code, to deploy features directly from natural language prompts sent via Slack — on a morning commute, from a phone, before arriving [...]

Apple Just Stopped Building Its Own AI Foundation. Your Vendor Map Changed. Apple and Google entered a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology. The partnership is not exclusive, Apple still works with OpenAI, and Apple Intelligence will continue to run on-device and through Private Cloud Compute. Previous reports put Apple's annual payment at around $1 billion. The split Apple chose is the right one: borrow the best model, run it on infrastructure you own. The failure I see most often is the inversion: proprietary models, [...]