Kevin Roose

Kevin Roose × Casey Newton × Andrew Yang

Tim Cook leaves Apple after expanding its market value from $350 billion to around $4 trillion, but services monetization, China supply-chain exposure, and delayed AI execution complicate the legacy.John Ternus inherits the Siri and device challenge, while Andrew Yang proposes a 3% token tax and about $1,200 monthly dividends as AI displacement and inequality accelerate.

Kevin Roose × Casey Newton × Alexandra Alter

AI anxiety is now repricing software stocks as investors question per-seat economics, with monday.com down more than 20% after weak guidance and outcome-based pricing emerging as a possible replacement.Coding adoption may accelerate substitution, but security, regulation, worker backlash, copyright, and author fandom could shape the pace; romance publishing already shows AI’s ability to industrialize high-volume production.

Kevin Roose × Casey Newton × Jeff Horwitz

AI adoption may endure even as OpenAI’s reported valuation reaches $500 billion and the Magnificent Seven spend over $100 billion quarterly.Cursor’s negative gross margins and possible API-supplier losses expose fragile unit economics; weak enterprise ROI may reflect top-down deployment.Meta’s approved child-directed romantic content raises regulatory risk despite real advertising cash, while TikTok’s “shock slop” tests mass-market AI-media adoption.

Kevin Roose × Casey Newton × Daniel Rausch

GPT-5 looks more like a distribution breakthrough than a frontier leap, putting OpenAI’s flagship reasoning capability in free ChatGPT through an automatic compute router.Its $1.25-per-million-input-token API price matches Gemini 2.5 Pro and undercuts Claude Opus 4 at $15, while faster editing and lower reported hallucination rates strengthen the commercial case.Alexa+ extends the same integration thesis across more than 70 models and millions of capabilities, but early failures in alarms, routing and document ingestion leave reliability and Prime-driven retention unresolved.

Kevin Roose × Casey Newton

Meta’s reported $14 billion–$15 billion investment for 49% of Scale AI and packages reaching $100 million mark an expensive attempt to rebuild frontier-model capability around Alexander Wang.The transaction could drive Scale’s largest customers away and raise regulatory concerns, while Meta’s Llama fast-follower strategy has weakened as frontier systems became harder to copy.Apple still lacks a date for its cross-app Siri, and listener accounts show AI already distorting hiring and management incentives before reliable whole-job automation, increasing pressure for a policy response.

Kevin Roose × Rachel Cohn × Justin McLeod

Paris shifted the international AI agenda from safety toward opportunity, while U.S. acceleration leaves unresolved what happens if labs achieve AGI within one, two, or possibly three years.Hinge’s AI coach improved prompt quality and engagement but exposed the gap between optimization and chemistry, as the company pursues deeper matching and coaching while keeping AI behind users rather than between them.

Kevin Roose × Casey Newton × Jonathan Swan × Liz Pelly

DOGE is applying the Twitter takeover playbook to Washington, including access to Treasury’s payment infrastructure handling more than $5 trillion annually, intensifying a constitutional fight over congressional spending authority.Spotify’s first profitable year rests partly on recommendation power that steers 675 million users toward cheaper “perfect fit content,” raising disclosure and artist-economics risks.OpenAI’s Deep Research completed a 36-source, seven- or eight-page assignment in 10 minutes, but recurring mistakes leave reliability and workflow adoption as the catalysts to monitor.