The iPhone Air Isn’t Selling

Nov 11, 2025 21m

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Episode Description

The iPhone Air isn’t selling, and it isn’t selling to the degree that Apple is delaying the next version. Yan LeCun is gonna strike out on his own. The big illegal streaming site takedown you might not have hear about. And Facebook doesn’t like likes anymore, at least not external likes. Apple Delays Release of Next iPhone Air Amid Weak Sales (The Information) Meta chief AI scientist Yann LeCun plans to exit and launch own start-up (FT) SoftBank sells Nvidia stake for $5.8bn as it prepares for AI investments (FT) Anthropic Is on Track to Turn a Profit Much Faster Than OpenAI (WSJ) Streameast: How the authorities took down the world’s largest illegal sports streaming platform (The Athletic) Meta is killing off the external Facebook Like button (Engadget) Learn more about your ad choices. Visit megaphone.fm/adchoices

AI-Generated Summary

iPhone Air Sales Struggles

The podcast opens with a discussion about the disappointing sales of Apple's iPhone Air, leading the company to delay the release of its next version, initially slated for Fall 2026. Reports indicate that production has slowed significantly, with Foxconn scaling back operations and many units remaining unsold. Critically, the iPhone Air's appeal has been hampered by trade-offs in features, particularly in battery life, camera quality, and speaker performance. Consumers and reviewers alike have raised concerns about the impact of these compromises on user experience. Apple plans to redesign the iPhone Air to address these issues, potentially including a second camera lens in its upcoming version.

Yann LeCun's Departure from Meta

Attention shifts to Yann LeCun, Meta's chief AI scientist, who is set to leave the company to launch his own startup. This news comes as Meta alters its AI strategy under CEO Mark Zuckerberg. LeCun, recognized for his role in modern AI, intends to pursue ventures in world models—systems designed to give machines human-level intelligence. The conversation reveals a broader context where Meta is prioritizing rapid AI deployment amidst fierce rivalry from OpenAI and Google, leading to leadership changes and shifts in research focus within the company.

SoftBank's Strategic Divestments

The episode discusses SoftBank's notable divestiture of its Nvidia stake, worth approximately $5.8 billion, to finance significant investments in AI technology. SoftBank's CFO elaborates that these moves are part of a larger strategy to position the company as a key player in the evolving AI landscape. This also highlights the recent demand for tech investments, contributing to SoftBank's substantial profit results in Q2.

Anthropic vs. OpenAI Profit Strategies

Listeners hear a comparative analysis of Anthropic and OpenAI's strategies regarding financial projections and growth paths. While Anthropic appears to follow a cautious approach, forecasting profitability sooner than OpenAI, the latter is aggressively investing in technology and infrastructure. The details indicate a juxtaposition in how each company is addressing market challenges and operational costs as they expand AI capabilities.

Illegal Streaming Site Crackdown

A significant segment focuses on the recent takedown of the illegal sports streaming site Stream East. With millions of users, this operation's dismantling sheds light on the challenges that authorities face in combating piracy. Discussions reveal the extensive investigative efforts that link operations to a network of financial activities, emphasizing the ongoing cat-and-mouse game between law enforcement and streaming pirates.

Facebook's Shift on 'Likes'

In a noteworthy shift, Facebook announces it will discontinue the external 'Like' and 'Share' buttons on third-party websites. This decision marks the end of an era for Meta's social media integrations, reflecting the platform's diminished influence in the current digital landscape.