/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Kontra

@counternotions
376 posts
2025-10-30
CNBC: “[Meta's] Reality Labs division has now recorded over $70 billion in cumulative losses since late 2020, underscoring the high costs of building VR, AR and other consumer hardware.” $META down 7.18% after hours.
2025-10-30 View on X
Meta

Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.

CNBC: “[Meta's] Reality Labs division has now recorded over $70 billion in cumulative losses since late 2020, underscoring the high costs of building VR, AR and other consumer hardware.” $META down 7.18% after hours.
2025-10-30 View on X
CNBC

Meta reports Reality Labs Q3 revenue of $470M, above $316M est., and a $4.4B operating loss, below $5.1B est.; Reality Labs has lost $70B+ since 2020

Jonathan Vanian / CNBC : X: @thetranscript_ , @counternotions , @contrariancurse , and @thetranscript_ Bluesky: @karlbode.com , @glinden , @robertchilver.com , @scriban , and @nor...

2025-06-11
Even Zuckerberg can be right twice a day, apparently. https://www.bbc.com/...
2025-06-11 View on X
BBC

Will Cathcart says WhatsApp plans to support Apple's legal case against the UK Home Office over an encryption backdoor, which “could set a dangerous precedent”

WhatsApp is planning to support Apple in its legal action against the UK Home Office over user data privacy, BBC News has learnt.

2025-05-25
Seen the movie, ate the popcorn. Next. https://sixcolors.com/...
2025-05-25 View on X
Six Colors

Sam Altman and Jony Ive's awkward io video feels like empty hype until a compelling device is released, especially given Ive's post-Jobs design missteps

Ever since OpenAI announced a couple of days ago that it's integrating Jony Ive's hardware startup, I've been struggling with what to write about it.

2025-04-25
“Apple plans to relocate the robotics team from John Giannandrea's AI organization to the hardware division later this month...That will place it under SVP John Ternus, who oversees hardware engineering” (Spring Cleaning at the Park, Part Deux) https://www.bloomberg.com/...
2025-04-25 View on X
Bloomberg

Sources: Apple plans to relocate its secret robotics team from John Giannandrea's AI unit and place it under SVP John Ternus, who oversees hardware engineering

Mark Gurman / Bloomberg :

2025-04-24
2006: In a co-project with Apple, Nike puts a transmitter in some of its sneakers that would work with iPods to track your workouts. 2018: Apple Watch becomes the first FDA approved consumer device to offer ECG and later AFib tracking. Does time fly? ↓ [image]
2025-04-24 View on X
Wired

On the Apple Watch's 10th anniversary, a look at how Apple reshaped the watch industry and ushered in a new age of fitness tracking

When the Apple Watch launched, it was unclear if smartwatches would pan out.  Ten years later, Apple has a $100-billion hit that reshaped the watch industry …

2025-04-15
“In this post, we'll share how we're developing new techniques that enable Apple to discover usage trends and aggregated insights to improve features powered by Apple Intelligence, without revealing individual behavior or unique content to Apple.” https://machinelearning.apple.com/ ...
2025-04-15 View on X
Bloomberg

Apple plans to begin on-device, privacy-centric analysis of user data, comparing it to synthetic data, to improve AI, in the iOS 18.5 and macOS 15.5 betas

without reading them Emma Roth / The Verge : Apple's complicated plan to improve its AI while protecting privacy Ivan Mehta / TechCrunch : Apple details how it plans to improve its...

2025-03-15
Hey Siri, why has Apple fallen behind digital assistants, again? https://arstechnica.com/...
2025-03-15 View on X
Ars Technica

Email: Amazon says Echo users won't be able to set their devices to process Alexa requests locally, as new generative AI features need processing in the cloud

In an email sent to customers today, Amazon said that Echo users will no longer be able to set their devices to process Alexa requests locally …

2025-02-19
Finally, Ai pin → HP, where bad ideas go to die. Surprise, the smartphone remains undead. ↓ [image]
2025-02-19 View on X
Bloomberg

HP plans to acquire assets from Humane for $116M, wind down Humane's Ai Pin business, and add Humane's team, including its founders, as an AI-focused division

- Humane's Ai pin business to be wound down after rocky launch  — New unit at HP will focus on implementation of AI in devices

2025-01-07
In other Wintel news today, Techmeme: “Dell is rebranding its PC lines as Dell, Dell Pro, and Dell Pro Max, each with Base, Plus, and Premium tiers, killing names like XPS, Inspiron, and Latitude...” (Where's the Ultra?!)
2025-01-07 View on X
The Verge

Dell rebrands its PCs as Dell, Dell Pro, and Dell Pro Max, each with Base, Plus, and Premium tiers, killing names like XPS, Inspiron, Latitude, and Precision

someone came to me with “I heard it is discontinued, can you help me choosing a new laptop?”  —  what actually happened: they saw in the news that Windows XP was being discontinued...

2024-12-25
Apple: “Google can no longer adequately represent Apple's interests: Google must now defend against a broad effort to break up its business units.” (Was predictable?) https://www.reuters.com/...
2024-12-25 View on X
Reuters

Filing: Apple asks to participate in the remedial phase of Google's US antitrust case, saying it can't rely on Google to defend their revenue-sharing agreements

Apple (AAPL.O) has asked to participate in Google's upcoming U.S. antitrust trial over online search, saying it cannot rely …

2024-10-17
Chief People Officer at Apple. Papermaster'ed or Scaramucci'd? https://www.bloomberg.com/...
2024-10-17 View on X
Bloomberg

Apple's first chief people officer, Carol Surface, who joined in early 2023, is leaving; retail chief Deirdre O'Brien is reassuming oversight of human resources

https://mastodon.social/... X: Mark Gurman / @markgurman : If it feels like there are a lot of senior exits right now, that's because there are: CFO moving to smaller role, plus Ap...

2024-09-24
Can't for EU to force Apple to interop with Kaspersky in the name of competition in platform security, but I digress. https://techcrunch.com/...
2024-09-24 View on X
TechCrunch

US customers of Kaspersky antivirus find that UltraAV was installed remotely to replace Kaspersky on their PCs, after a Kaspersky deal with UltraAV owner Pango

switchover caught many users by surprise Ernestas Naprys / Cybernews.com : Kaspersky users shocked by automatic antivirus replacement without explicit permission Sofia Elizabella W...

2024-08-27
Now that Apple has no obvious The Next Product™ category in the labs to introduce by the end of 2025, what happens to Tim Cook, does he a) leave b) make a huge-by-Apple-standards acquisition c) steer Apple into a new industry d) call on Scott Forstall
2024-08-27 View on X
Apple

Apple announces CFO Luca Maestri will transition from his role on January 1, 2025; Kevan Parekh, Apple's VP of Financial Planning and Analysis, will become CFO

could this bring changes for its future releases? Sheezan Naseer / International Business Times : Who is Kevan Parekh; Indian-origin exec appointed Apple's New CFO Abhijeet Kumar /...

2024-08-22
As EU's competition czar Vestager leaves in a couple of months, so does the head of Apple's App Store in preparation of a reorg. https://www.bloomberg.com/...
2024-08-22 View on X
Bloomberg

Sources: Apple App Store VP Matt Fischer is leaving in October; the App Store group will split into two teams: for its own store and for alt app distribution

- Longtime App Store vice president Fischer to exit in October  — Company makes changes in response to regulatory environment

2024-08-03
“Intel is collapsing despite huge subsidies. The reason is we haven't been asking the key players in chips - Apple, Google, Nvidia - to source from Intel.” (Fascinating.)
2024-08-03 View on X
CNBC

Intel shares fall 26% to close at $21.48 in their biggest drop since 1974, after the company reported a big earnings miss; Intel's market cap is now below $100B

Intel shares plunged the most in 50 years on Friday, reaching a price not seen since 2013, after the chipmaker reported …

2024-07-22
‘Searches for “Microsoft outage” outranked “CrowdStrike outage” on Google consistently from Friday morning through Saturday morning.’ https://www.wsj.com/... Apple News: https://www.wsj.com/...
2024-07-22 View on X
Reuters

Reeling from CrowdStrike-related outages, Delta has canceled 5,000+ flights, including 1,384 on Sunday and 700+ for Monday so far, according to FlightAware

Delta Air Lines (DAL.N) struggled to restore normal operations on Sunday after last week's crippling global cyber outage …

2024-07-03
@mgsiegler That's because Microsoft observer Dee Templeton is not an experienced pilot like Apple observer Phil Schiller.
2024-07-03 View on X
Bloomberg

Sources: Apple will get an observer role on OpenAI's board, with Phil Schiller chosen for the position, as part of their ChatGPT partnership announced in June

CDK Says ‘Substantially All’ Car Dealerships Restored After Hack  —  Northern Data May Be Testing Limits of AI Frenzy With Unit IPO

2024-06-24
WSJ: “In its hustle to catch up on AI, Apple has been talking with a longtime rival: Meta.” REALITY: ElOhEl, Apple's has fallen so far behind in AI, everybody else is hustling to get their AI distributed by Apple. https://www.wsj.com/...
2024-06-24 View on X
Wall Street Journal

Sources: Meta has held discussions with Apple to integrate its AI model with Apple Intelligence; Anthropic and Perplexity also discussed integrations with Apple

The longtime rivals have held talks about potentially integrating Meta's generative AI model into Apple Intelligence

2024-06-16
These beatings will continue until Apple pays Spotify/Epic/randos/etc for the privilege of distributing their apps to billions of users, because logic. Seems legit to me.
2024-06-16 View on X
Financial Times

Sources: the EU has determined that Apple's anti-steering rules for developers do not comply with the DMA, and plans charges against Apple in the coming weeks

Two things happened this week.  Apple's (NASDAQ: AAPL) … Thomas Claburn / The Register : European Commission may be about to put the squeeze on Apple for its App Store rules Chance...