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Single Best Idea: Wu Silverman & Rosenberg

Single Best Idea: Wu Silverman & Rosenberg

Bloomberg06-02-2025

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Amy Wu Silverman & David Rosenberg. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Check out these newly released notes from Steve Jobs to himself — including his thoughts on parenting
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Steve Jobs' notes and emails were published for the 20th anniversary of his Stanford commencement speech. The speech emphasized themes of intuition, morality, and personal growth. Here's what his newly released drafts and notes from other speeches said. A trove of newly released emails from Steve Jobs shows how the late Apple cofounder prepared for one of his most memorable speeches. Jobs addressed Stanford University graduates at the university's commencement ceremony on June 12, 2005. Twenty years later, the Steve Jobs Archive published notes and emails he wrote to himself while drafting the speech, along with a high-definition recording of the commencement address. His Stanford address became famous for its inspirational life lessons, which could apply to college graduates, entrepreneurs, or dropouts like himself. Jobs used his own stories to drive home his points. A recording of the speech published on YouTube in 2008 has 46 million views. The published correspondence showed Jobs had been working on the speech for at least six months before delivering it. His early ideas included points about diet, meditation, and encouraging students to focus on their "inner world." Jobs was introduced to Zen Buddhism and meditation in the 1970s. Jobs wrote down several anecdotes in emails to himself before settling on his final choices for the speech. In a May 1 draft, Jobs wrote, "Try to always surround yourself with people smarter than you." They can come from different walks of life. He pointed to a "terribly old" engineer he'd hired at Apple not long after it started, who was a "genius." (The engineer was in his 40s at the time, while Jobs was 50 when he delivered the speech.) Jobs ultimately chose three other personal stories. The first was about "connecting the dots," the second covered "love and loss," and the third was about death. From the oldest email published, however, Jobs had his opener locked in. "This is the closest I've ever come to graduating from college," he wrote. The Stanford speech echoed Jobs' commencement address almost 10 years earlier. In 1996, Jobs spoke to the graduating class of Palo Alto High School. Both speeches discussed intuition, morality, and following one's passions. While the 1996 speech focused on the students, Jobs also thought about the parents in the crowd. Scribbled at the bottom of a printout of the speech, he jotted down some thoughts on parenting. "They tell you that you will love your kids," the handwritten notes read, "never mention that you will fall in love with them." He also wrote that "every injury or setback parents feel 10x" and that they will always see their children as they were at ages 5, 6, or 7. The speech concluded by encouraging the high school students to live their lives with as few regrets as possible. In the Stanford address, Jobs also implored the students to find what they love and live each day like it was their last, telling the story of his first bout of cancer. The Apple cofounder died of pancreatic cancer in 2011 at the age of 56. Once he devised an ending for the Stanford commencement, it stuck. "'Stay hungry. Stay foolish.' And I have always wished that for myself," he said. Jobs stuck to the script — that he made a point to write himself down to his "thank you very much." Read the original article on Business Insider

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WWDC was a bit of a bust. Apple's Liquid Glass design overhaul was criticized on social media because it makes some iPhone notifications hard to read. A few jokers on X even shared a screenshot of YouTube's play button obstructing the "Gl" in a thumbnail for an Apple Liquid Glass promo. Need I say more? The more serious question hanging over this year's WWDC was not answered. When will Siri get the AI upgrade it desperately needs? Software chief Craig Federighi delivered the bad news: It's still not ready. That knocked roughly $75 billion off Apple's market value. The stock recovered a bit, but it's still badly lagging behind rivals this month. Google, OpenAI, and other tech companies are launching powerful new AI models and products at a breakneck pace. Apple is running out of time to prove it's a real player in this important field. Analyst Dan Ives is usually bullish, but even he's concerned. "They have a tight window to figure this out," Ives wrote, after calling this year's WWDC a "yawner." AI is complex, expensive, and takes a long time to get right. Apple was late to start building the needed foundational technology, such as data centers, training data pipelines, and homegrown AI chips. By contrast, Google began laying its AI groundwork decades ago. It bought DeepMind in 2014, and this AI lab shapes Google's models in profound ways today. When I was at Google I/O last month, one or two insiders whispered a phrase. They cautiously described an "intelligence gap" that could open up between the iPhone and other smartphones. Many Android phones already feature Google's Gemini chatbot, which is far more capable than Siri. If Apple's AI upgrade takes too long, this intelligence gap could widen so much that some iPhone users might consider switching. At I/O, these insiders only whispered this idea. That's because it will take something pretty dramatic to get people to give up their iPhones. This device has become a utility that we can't live without — even for the few days (weeks?) it might take to get used to an Android replacement. Still, if Apple doesn't get its AI house in order soon, this intelligence gap will keep growing, and things could get really siri-ous.

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