Apple's HomeView has an app problem

David and Nilay unpack the baffling launch of Apple's HomeView, which arrived without support for video apps — not even Apple's own. They explore Google's new Gemini 4 Argon model and the perennial question of whether raw AI capability matters without great product execution, touch on the OpenAI bugging arrest and Character.AI's bankruptcy, and debate why users keep drifting back to X despite a crop of alternatives. The episode also covers Brendan Carr's latest controversies, SpaceX's mobile carrier plans, and a 14-year low in global smartphone sales.