(Preview) Two Paths for Apple and Its Users, More on Amazon and Advertising, OpenAI and 722 Mathematical Manuscripts

Andrew Sharp and Ben Thompson open with Apple's product-strategy tensions: Ben's evolving relationship with the Mac, whether one operating system can serve two distinct markets, and what that means for Apple's living-room ambitions, the LG Duo, and home robots. They then turn to the advertising business — how AI agents threaten certain ad formats, what an Amazon YouTube Premium-style model might look like, and what a pricing question reveals about advertising generally. The back half covers OpenAI's jump across hundreds of mathematical problems, the resulting anxiety in mathematics, and why raw IQ shouldn't be confused with human value. The episode closes by grading Ben Affleck's AI knowledge, noting Mike Tomlin's Minecraft habit, and examining IBM, Compaq, and why fair use won't protect game decompilation.