Link Log

Rebecca Falconer, Axios:

Veteran journalist Terry Moran, who abruptly left ABC News after calling President Trump and top aide Stephen Miller “world-class” haters, announced Wednesday that he’s moving to the newsletter platform Substack.

Jessica Testa, New York Times:

In January, the start-up best known for email newsletters gave all users the ability to publish live video. Now it is home to a handful of cable stars marooned from their mainstream media jobs amid reshuffled lineups, salary cuts and other controversies. On Substack, where politics is the most popular and lucrative category, anti-Trump publishers have been performing particularly well.

Nina Jankowicz, the American Sunlight Project:

Substack has gone even further, arguing that they’re not a social media platform, just a newsletter service, so they don’t need to do content moderation in the traditional sense. This may have been true in Substack’s early days when it was truly just a tech stack that sent emails out, but couldn’t be farther from the truth today. Algorithmic recommendations abound. Substack’s “Notes,” was, for about a millisecond, seen as an heir of Twitter. Writers can interact with specific communities they build in “Chats,” similar to Facebook Groups. It’s a social network.

Ana Marie Cox:

Right now, Substack is independent of the political pressures that might have pushed ABC to let Terry Moran go. But it’s utterly dependent on the whims of its investors. Every round of capital deepens the expectation of a big payoff. Substack doesn’t need to be sustainable to survive. It just needs to be buyable.

[…]

The problem isn’t just that Substack makes money off Nazis, it’s that they don’t seem to care who they make it from.

Substack has certainly faced pressure from different groups about — among other things — the extent of its moderation practices, but that is largely because it has made its presence prominent. It is not just another web host or utilitarian provider of paid bulk emails. It is a name brand — an increasingly complex platform. That makes it attractive to venture capitalists who have dumped nearly $100 million into building it up.

It would be odd if the economics of Substack — a collection of writers and publications with paying subscribers — are somehow better than those of, say, a magazine publisher today — also a collection of writers and publications with paying subscribers. It does have a tech sheen and the vibe of social networking, though, and there are no printing costs.

Yet it is still another platform hosted elsewhere. It simplifies the process for writers, podcasters, video creators, and others to publish their work for money. But their stuff is still made available at the mercy of software they do not control — and I bet there will be a time when Substack decides to make a controversial platform-wide change some publishers will want to back away from. The pressure is already there.

Jonathan Vanian, CNBC:

Mark Zuckerberg said Monday that he’s creating Meta Superintelligence Labs, which will be led by some of his company’s most recent hires, including Scale AI ex-CEO Alexandr Wang and former GitHub CEO Nat Friedman.

Zuckerberg said the new AI superintelligence unit, MSL, will house the company’s various teams working on foundation models such as the open-source Llama software, products and Fundamental Artificial Intelligence Research projects, according to an internal memo obtained by CNBC.

Kyle Orland, Ars Technica:

When I hear Zuckerberg talk about the promise of AI these days, it’s hard not to hear echoes of his monumental vision for the metaverse from 2021. If anything, Zuckerberg’s vision of our AI-powered future is even more grandiose than his view of the metaverse.

Orland allows for key differences, like how people actually use A.I. products, including those from Meta — Zuckerberg says “more than 1 billion monthly actives”. That seems, to me, to be a pretty big caveat. The series 404 Media has been running about A.I. slop on Facebook looks bad, but at it suggests people are using A.I. in connection with Meta’s products, something nobody can say about the metaverse it decided to use as the foundation for rebranding itself. Embarrassing.

A good faith read of Orland’s argument is that Meta is taking advantage of — and growing — the hype around A.I. in the same way as it attempted to do with the metaverse. This is obviously not a new thing for tech companies. They routinely proclaim world-changing advancements without earning it, and Meta is a particularly poor narrator of its own supposed brilliance. I would not trust it — but not because this all sounds a bit like the metaverse. Meta and Zuckerberg personally simply have not demonstrated a capacity for being visionary. The company has a knack for acquisitions and an ability to retain users’ attention. It has not shown an ability to invent the future.

Alan Z. Rozenshtein, Lawfare:

Thanks to a Freedom of Information Act (FOIA) release, we now have the letters that Attorney General Pam Bondi sent to major tech companies like Apple, Google, and Oracle regarding their continued business with TikTok. These letters provide a legal rationale (if it can be called that) for the Trump administration’s commitment not to enforce the Protecting Americans from Foreign Adversary Controlled Applications Act (PAFACAA), the divestment-or-ban law that the Supreme Court upheld in January. The letters make two central claims, both of which are astonishing in their breadth and implications for executive power.

TikTok is far from the most pressing governance issue of the United States today, but this reasoning should be alarming to anyone paying close attention. I also find the compliance of tech companies in this case far more concerning than in, say, the Gulf of America situation. At least there, they could point to updates made to official documentation. In continuing to provide access to TikTok despite its illegality, however, it is because of a mix of public pressure, group compliance — nobody wants to be the one company refusing to permit TikTok — and cozying up to a kingly president.

Zhenyi Tan:

With advertising, the market acts as if all goods are high-quality. When everything claims to be high-quality, consumers no longer know what high quality means. Over time, people can no longer differentiate between high and low-quality products. Then they no longer care. They’ve lost their taste.

Recently, I was trying to buy a watch winder for my father-in-law. I went to Amazon, and every watch winder is from an unpronounceable, alphabet-soup brand. They all had 4.2 stars. How could I tell which one was better? I had no idea. So I checked Reddit, and the only “branded” recommendation was a Wolf watch winder that costs thousands of dollars. I just wanted a machine that rotates a few times per day.

One of the things a brand is supposed to do is to align a set of products with the distinct qualities of their maker. If you buy tickets from Air Canada or WestJet, you understand it to have the backing and reputation of a company interested in maintaining a specific reputation. But this does not always pan out for two reasons. One is that some companies, like Flair Airlines, do not give a single care about how they are perceived and have nothing to lose by being terrible.

The other, though, is what Tan is getting at in this essay: name-brands compromise trust for volume, to the extent it is hard to distinguish them from some Scrabble-bag Amazon seller. This is particularly pronounced in luxury circles — Gucci and Louis Vuitton are not selling belts and card holders and fragrances because they believe they are particularly good examples of their craft — and it is similarly true in the more normal worlds I and (probably) you spend time in. The stuff on Amazon looks an awful lot like the stuff you might buy in a store; it might even be some of the same stuff. But it is difficult to know when everyone seems to be dishonest.

We are rapidly losing any framework we may have had for trust. It is hard not to see the products of A.I. making that worse, at least for now. I am not saying it is suddenly making us believe all sorts of horrible or untrue things we did not think before, but I do think its existence accelerates the ongoing erosion of trust.

Frequent sponsor of the site Magic Lasso Adblock has just released an update bringing its capabilities outside Safari to apps across your system. (This is not a sponsored post.) I have been using this version for about a week now and, while it does not yet eliminate all ads in third-party apps, it has solved a specific iOS frustration.

After iOS began registering taps immediately, I found scrolling apps with interstitial ads — particularly news apps like those from CBC News and the New York Times — to be particularly hostile. I would scroll and then, while intending to stop the scroll, often tap on an ad which would send me to Safari. Irritating. Not all ads are blocked in these apps, but enough are that it has improved my news reading.

More broadly, ad blocking is an ethical dilemma. I find arguments in favour of advertising generally compelling, but I reject how often they are conflated with behaviourally targeted advertising. I think it is fair to use advertising as a financial support — heck, I have ads on this website and I accept sponsorships, including from this very ad blocker. However, I do not think we should relinquish our right to privacy to provide this financial backing. We know ads in third-party apps are among the most capable and precise means of sweeping up vast amounts of our data. It is unfair how little control we have over how much we feed this surveillance machine. We can effectively minimize it only by using wide-ranging tools like ad blockers.

This is a pretty blunt instrument. The VPN-based nature of this in-app ad blocking strategy has no fine-grained controls at the moment — no allow or deny lists, for example. But it is one of the better strategies for improving your privacy.

Julia Love and Davey Alba, Bloomberg:

In recent months, Alphabet Inc.-owned Google has tested Recipe Quick View, which showed some food bloggers’ content in search. The company framed the feature as an attempt to help users determine whether they are interested in a recipe before visiting a website. But some bloggers said they feared that the product would keep users from clicking through to their sites, depriving them of traffic and ad revenue.

Google on Tuesday confirmed it ended the trial. “We continually experiment with ways to make it easier for people to find helpful information on Search,” a spokesperson for Google said in a statement. “Learnings from these experiments help to inform future development and efforts.”

Google began testing this feature around October. While the company did not provide any commentary beyond well-worn lines about “always experimenting”, it is not unreasonable to see it as a reaction to common tactics by recipe bloggers to juice their organic rankings and ad revenue. Google has repeatedly explained that it values just the recipe, but folk wisdom among bloggers indicates that alone is insufficient for ranking well. Alas, I am not sure how much any of this matters in an era of A.I. results.

Also, the word is “lessons”.

The Government of Canada:

To support those negotiations, the Minister of Finance and National Revenue, the Honourable François-Philippe Champagne, announced today that Canada would rescind the Digital Services Tax (DST) in anticipation of a mutually beneficial comprehensive trade arrangement with the United States. Consistent with this action, Prime Minister Carney and President Trump have agreed that parties will resume negotiations with a view towards agreeing on a deal by July 21, 2025.

Is this “elbows up”?

John Paul Tasker, CBC News:

U.S. President Donald Trump says he’s ending all trade discussions with Canada to hit back at Ottawa for slapping a tax on web giants — and he wants it removed before negotiations can begin again.

His objection is, ostensibly, about its apparent targeting of companies based in the United States. This is a very silly complaint. The U.S. seized the heart of the tech economy and, instead of cooperating with others, used it as leverage around the world. That is one reason for its unrivalled dominance in the industry. Any tax on tech companies will disproportionately affect U.S. businesses, but they have been exerting disproportionate influence around the world for decades.

Brendan Ruberry, Semafor:

Canada’s 3% digital services tax went into effect last year, but its first payments are due Monday, with US companies expected to shell out nearly $2.7 billion. Trump said US tariffs on Canadian goods would be applied within the next week. Last month, the US and UK agreed [to] a trade deal despite Westminster enacting a 2020 digital services tax.

This is just the latest thing our hostile neighbour can use to try and make us crack. If there were no tax, there would be something else to complain about, because we are not dealing with a reasonable administration that wants mutually beneficial trade arrangements.

As far as I can see, this tax makes sense. Unlike the Online News Act, which requires large platforms to pay for some traffic they send elsewhere, this act is specifically about revenue extracted from Canadians by businesses that are only beginning to see antitrust regulation.

Michal Tsai:

I find this really confusing, but I think when they say “single business model” they mean unifying the CTF and the CTC and the previous “alternative” terms for apps that are not using the traditional App Store model. There are still two models in that you can do the simple flat rate that’s the same throughout the world or the complicated and ever-changing EU model that supposedly satisfies the DMA.

Riley Testut:

Goodbye ridiculous Core Technology Fee, hello slightly-more-reasonable Core Technology Commission 👋

“Slightly” being a key word.

Steve Troughton-Smith:

It’s not zero, but these terms are way more reasonable than the Core Technology Fee bullshit. But it also means that there is, from my understanding, no option for alternative distribution that is completely free. The lowest amount you will pay is 10%

Just to confuse matters, it looks like if you remain in the App Store and have a paid-upfront app, your app purchase commission fees are either 20% or 13% (small business program), down from the 30% and 15% today?

Jeff Johnson:

What I found striking about the search differences between Tier 1 and Tier 2 is that in creating this distinction, Apple clearly considers App Store search to be a developer feature rather than a user feature. In other words, the user’s interest in finding an app via search is disregarded, and Apple is willing to be less helpful to users to the extent that app developers pay a lesser commission to Apple. A common talking point in defense of Apple’s App Store lockdown on iOS is that the App Store is supposed to be for the benefit of users rather than developers. Apple’s new policies give the lie to that notion.

Assuming this meets the policies laid out by the European Commission, I am curious to see how the changes affect different developers. As I wrote yesterday, it seems like this is complicated enough to make comparisons or predictions very difficult. A developer with existing marketing channels may find the more restricted App Store search functionality a smaller issue, but may be stung by the lack of automatic updates. A smaller developer would likely benefit most from a smaller commission to Apple, but may find the App Store limitations too restrictive.

But perhaps users may ultimately come out on top if App Store search is kneecapped. Perhaps Apple’s proposals will encourage more third-party app marketplaces, giving Apple competition for reaching users on its platform. Then, perhaps, the company would find reasons to loosen its reins and change its relationship with developers without being compelled by courts or regulators.

Or maybe Apple will preload Android onto its E.U.-bound iPhones. Seems similarly likely.

Apple:

The European Commission has required Apple to make a series of additional changes under the Digital Markets Act: […]

The wording of this sentence makes it sound like the list of specific policies following it were dictated by the European Commission, but I am not sure that is true.

John Voorhees, MacStories:

Fees have changed for developers offering external purchases, too, and include:

  • an initial acquisition fee of 2% is charged for sales made within six months of a user’s first unpaid installation of an app;

  • a 5% or 13% store services fee depending on the store services used for any purchases made within 12 months of an app’s download;

  • for apps that offer external purchases, a Core Technology Commission (not Fee) of 5% for purchases made within 12 months of installation will be charged;

[…]

Chance Miller, 9to5Mac:

For developers on Apple’s standard business terms in the EU, there is a new Core Technology Commission. Instead of the per-install fee, they will pay a 5% commission on sales made through in-app promotion of alternative payments.

Apple also announced today that it will shift to a new unified business model in the EU by January 1, 2026. Under this unified model, a developer will transition from the Core Technology Fee to the newly announced Core Technology Commission, which is paid based on the sales of digital goods and services, rather than app downloads.

Apple:

  • Store Services Tier 1: This tier provides capabilities needed for app delivery, trust & safety, app management, and engagement; and features a reduced store services fee. This tier is mandatory for apps communicating and promoting offers.

  • Store Services Tier 2: This tier is optional, and provides additional capabilities for app delivery and management, engagement, curation & personalization, app insights, and developer marketing.

Developers can move an app between tiers on a per-app, per-storefront basis once a quarter. […]

Notable omissions from apps on the first tier include ratings and reviews, search features other than exact matches, automatic updates, and bulk app management through Business Manager or School Manager. These and other features are apparently worth eight points of app-based digital purchase revenue.

This is complicated. What I would love to see are different practical examples comparing Apple’s distribution policies in most countries, its policies in the U.S. post-ruling, its previous E.U. policies, and these new ones. But there are a lot of variables here to the extent making an accurate comparison may be difficult. A more cynical person may say that is by design, and it would be hard to dispute that. But it is also the result of Apple’s specific and sometimes contradictory monetization decisions.

Joe Rossignol, MacRumors:

Last week, we reported that iOS 26 introduces an opt-in Adaptive Power Mode on the iPhone, alongside the existing Low Power Mode.

[…]

iOS 26 is compatible with the iPhone 11 series and newer, but unfortunately Adaptive Power Mode is only available on the iPhone 15 Pro models and newer. This is because the AI-powered feature requires an iPhone that supports Apple Intelligence.

This appears to be the feature Mark Gurman reported in May was coming to this year’s iOS updates, about which I commented:

[…] Gurman says this is “part of the Apple Intelligence platform”, but also says it “will be available for all iPhones that have iOS 19”. This is confusing. Apple has so far marketed Apple Intelligence as being available on only a subset of devices supporting iOS 18. Either Apple’s delineation of “Apple Intelligence” features is about to get even fuzzier, or one of the two statements Gurman made is going to be wrong.

Turns out one of those two statements was wrong.

Apple says Adaptive Power Mode “can make small performance adjustments to extend your battery life, including slightly lowering the display brightness or allowing some activities to take a little longer”. Mysterious. Unlike Low Power Mode, it is not (yet?) available as a toggle in Control Centre. I have turned it on to see what it does in the real world.

In March 2020, Apple changed its rules to formally permit ads in push notifications. I wrote:

Notably, there is also no requirement that push notification ads be a promotion for the app or its features. It seems perfectly legal under these rules for unscrupulous developers to sell push notification ad slots to third parties. Gross.

Well, it apparently decided to promote its new Formula 1 movie in partnership with Fandango. Casey Liss was one of many to share a screenshot of a push notification from Wallet reading:

$10 off at Fandango

Save on 2+ tickets to F1® The Movie with APPLEPAYTEN. Ends 6/29. While supplies last. Terms apply.

This is not really an ad for Wallet. It is an ad for Fandango to promote Apple’s movie, tickets for which may be added to Wallet. This is not the only time Apple has promoted its services through push notifications and in-app banners, and it is far from the only company doing this. It is tacky — yet the only surprising thing about it is how it is possible for a multi-trillion-dollar company to still feel like a sellout.

Anthony Ha, TechCrunch:

The iyO in question emerged from the Alphabet X “moonshot factory,” and its first announced product is a set of generative AI-powered earbuds. An earlier report at Bloomberg Law noted that iyO had brought a trademark lawsuit against OpenAI, with the judge suggesting she’s open to the company’s argument that OpenAI’s promotional video might already be creating consumer confusion.

A wearable device with an A.I. spin introduced in a TED Talk? Where have I seen this before? Oh, right. Still, hard for me to believe io and iyO would not be easily confused. The latter’s domain was registered a full year before Ive’s io was revealed in a New York Times article.

Stella Fudge” on Twitter:

Goodbye Time Capsule support 💔

[Time Machine screenshot, with the notice: “Disk Not Recommended for Backups The next major version of macOS will no longer support AirPort Disk, or other Time Capsule disks, for Time Machine backups.”]

Apple:

Time Machine can back up to the built-in disk of another Mac on your network, or to an external storage device connected to that Mac.

If either Mac is using macOS Catalina or earlier, this solution is no longer recommended, because Time Machine backup over the network to or from those earlier macOS versions uses Apple Filing Protocol (AFP), which won’t be supported in a future version of macOS.

Joe Rossignol, MacRumors:

Starting with macOS 27, Time Capsule backups will require a storage drive that supports more current file-sharing protocols like SMBv2 and SMBv3.

I have, rather embarrassingly, procrastinated replacing the hard drive for our networked Time Machine backup for nearly two years. That backup is connected to a MacBook Air which cannot be upgraded past MacOS Catalina, at least officially. So I guess I now have two problems to figure out.

Anyone have experience with barrykn’s patcher on a mid-2012 MacBook Air?

All of these stories were published yesterday. I am linking to them in chronological order.

Alex Kantrowitz, in his Big Technology newsletter:

Tim Cook ought to call Perplexity CEO Aravind Srinivas and offer him $30 billion for his AI search engine. And he should do it right away.

[…]

“Not likely!” Perplexity chief business officer Dmitry Shevelenko told me of a potential tie-up with Apple. “But Meta-Scale is so unlikely that I feel we aren’t living in a world of likelies.”

Apple and Perplexity have had no M&A discussions to date, Shevelenko added, not even a wink.

Mark Gurman, Katie Roof, and Riley Griffin, Bloomberg:

Meta Platforms Inc. held discussions with artificial intelligence search startup Perplexity AI Inc. about a possible takeover before moving ahead with a multibillion-dollar investment in Scale AI, according to people familiar with the matter.

Deirdre Bosa and Ashley Capoot, of CNBC, confirmed Bloomberg’s reporting, adding that one source “said Perplexity walked away from a potential deal”.

Mark Gurman, Bloomberg:

Apple Inc. executives have held internal discussions about potentially bidding for artificial intelligence startup Perplexity AI, seeking to address the need for more AI talent and technology.

You will note the day began with Kantrowitz’s article calling for Apple to buy Perplexity. It was not a reaction to Gurman’s report, which was published late in the afternoon and came after a different story about another possible Perplexity acquisition, to which Gurman also contributed. Heck of a coincidence all of these dropped on the same day.

Christine Wang, Axios:

Ten years ago, Google crawled two pages for every visitor it sent a publisher, per [Cloudflare CEO Matthew] Prince.

[…]

Now:

  • For Google, it’s 18:1

  • For OpenAI, it’s 1,500:1

  • For Anthropic, it’s 60,000:1

It is a curious side effect of Cloudflare’s size and position that it is among a true handful of companies with this kind of visibility into a meaningful slice of global web traffic.

In an alternate world, these artificial intelligence businesses may have tried to work with publishers. Perhaps they would have given greater prominence to references, self-policed the amount of summarization they would offer, and provide some kind of financial kickback. Instead, they have trained their systems on publishers’ vast libraries without telling them until it is far too late for it to matter. They take so much while providing so little in return. This will surely accelerate the walling-off of the necessarily paid web, further affirming what I have taken to calling “Robinson’s Law”. This helps explain the increasingly unethical means of acquiring this training data.

Online privacy isn’t just something you should be hoping for – it’s something you should expect. You should ensure your browsing history stays private and is not harvested by ad networks.

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Albert Burneko, Defector:

My suspicion, my awful awful newfound theory, is that there are people with a sincere and even kind of innocent belief that we are all just picking winners, in everything: that ideology, advocacy, analysis, criticism, affinity, even taste and style and association are essentially predictions. That what a person tries to do, the essential task of a person, is to identify who and what is going to come out on top, and align with it. The rest — what you say, what you do — is just enacting your pick and working in service to it.

This article crystallizes for me the uncomfortable feeling I have about prediction markets, generally, and the specific feeling I got when I read the phrase “[c]ombining Polymarket’s accurate, unbiased, and real-time prediction market probabilities with Grok’s analysis and X’s real time insights”. The whole point is to turn someone’s being correct — not right, in any moral or ethical sense, nor principled, but merely correct — into money, which is the purest expression of the fiction that being financially successful is a product of being smart, and vice versa.

Marie Woolf, of the Globe and Mail, reporting on the extraordinarily broad provisions of Bill C-2:

New powers in the government’s border bill would allow the police and CSIS to request information on whether people have accessed services from abortion clinics, doctors, hotels and other entities without a warrant from a judge, experts warn.

Michael Geist:

There is no definition or obvious limitation on the services in question or the person who provides them – it could be a telecom provider, physician, hospital, library, educational institution, or financial institution. But why stop there? The provision is so broad that your dry cleaner or barber are captured by it. If served with the appropriate form, anyone who provides services is required to confirm whether they have provided services to any subscriber, client, account, or identifier. They must also disclose whether they have any information about the subscriber, client, account or identifier as well as advise where and when they provided the service. On top of that, they must advise when they started providing the service and list the names of any other person that may have provided other services.

Kate Robertson, of the University of Toronto’s Citizen Lab:

While Bill C-2 does not explicitly state that it is paving the way for new and expanded data-sharing with the United States or other countries, the legislation contains references to the potential for “agreement[s] or arrangement[s]” with a foreign state, and references elsewhere the potential that persons in Canada may become compelled by the laws of a foreign state to disclose information. Other data and surveillance powers in Bill C-2 read like they could have been drafted by U.S. officials.

Robertson and the Citizen Lab explain how this seems to be driven by compliance with the Second Additional Protocol to the Cybercrime Convention, but it could have far-reaching implications as currently drafted.

Scharon Harding, Ars Technica:

Most smart TV operating system (OS) owners are in the ad sales business now. Software providers for budget and premium TVs are honing their ad skills, which requires advancing their ability to collect user data. This is creating an “inherent conflict” within the industry, Takashi Nakano, VP of content and programming at Samsung TV Plus, said at the StreamTV Show in Denver last week.

During a panel at StreamTV Insider’s conference entitled “CTV OS Leader Roundtable: From Drivers to Engagement and Content Strategy,” Nakano acknowledged the opposing needs of advertisers and smart TV users, who are calling for a reasonable amount of data privacy.

Thanks to the failed nomination of Robert Bork to the U.S. Supreme Court, the country actually has privacy protections specifically related to television and video services. Yet even with all the data advertisers are able to obtain — sometimes illicitly — it is never enough for this greedy, unethical industry.