Apple's HomeView has an app problem

Well, it's been a couple of days, and David and Nilay have some more information — and a bunch of new questions — about the Apple HomeView. They also talk about the latest Gemini model, and whether building the best model matters if you can't build the best products around them. They then debate the merits of returning to X, why none of the supposed Twitter replacements worked, the latest in Brendan Carr nonsense, and more.

Further reading:

• HomeView doesn’t natively support any video apps yet — not even Apple’s

• Apple’s new Find My-compatible remote will also work with your old Apple TV

• The AI race is back on

• Google finally releases Gemini 4 Argon

• Google brings its AI coding platform to its Gemini app on Mac.

• Google makes it easier to launch your vibe-coded apps

• OpenAI employee arrested for allegedly planting a bug in a conference room

• OpenAI claims an ex-employee took its product plans and presented them to Apple

• Now that Character.AI is going bankrupt, what happens to all of its users’ data?

• Daring Fireball: X Once Again Marks the Spot

• Platformer: Does intelligence need a hard cap?

• SpaceX announces plan to become a ‘major mobile carrier’

• JPMorgan Chase is keeping AI agents out.

• Xbox is officially embracing the chaos of AI-powered game ports

• Global smartphone sales just hit a 14-year low.

• Silicon Valley is falling in line with Trump’s attempt to rename AI

• The US government launched a “Super Intelligence” website.

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0:00 CarPlay Banter
01:36 HomeView App Confusion
03:40 CarPlay as Home OS
08:31 Apple Hardware Software Bet
13:28 Should It Just Be an iPad?
14:31 Gemini 4 Returns
16:18 Meta Muse Strategy
19:54 Google Product Dilemma
26:28 OpenAI Bugging Scandal
29:49 Character AI Bankruptcy
32:31 Bankrupt Data Goldmine
33:00 Privacy After Shutdown
36:55 Why People Return to X
39:35 Threads Fumbled It
40:49 X Owns AI Talk
49:17 Who Should Use X
49:57 Reporters And Sources
53:00 Video Platforms Win
54:44 Gruber Gets It Wrong
01:01:29 Brendan Carr is a Dummy
01:02:40 Execution Livestream Fallout
01:07:21 Sprint Merger Fallout
01:08:48 Dish Spectrum to SpaceX
01:09:44 Can Starlink Compete
01:11:30 SpaceX Phone Rumors
01:13:55 Smartphone Sales Slump
01:18:37 Agents vs Websites
01:24:21 Why UI Still Matters
01:26:43 Super Intelligence Rebrand
01:30:37 AI Game Decompiling
01:36:35 Wrap Up and Plugs

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