Ben shares his experience with a ChatGPT demo that inverted his expectations, a reminder that reducing friction is essential for AI’s next steps, and reactions to Meta’s Smart Glasses and reports of Jonny Ive and Sam Altman brainstorming. At the end: Delta follow-up, Disney capacity, and the Swift-Kelce bundle.

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AI, Hardware, and Virtual Reality — Stratechery

A Dame Trade Deep Dive With Ben Thompson, Plus Seth Meyers and Million-Dollar Picks — The Bill Simmons Podcast

OpenAI and Jony Ive in talks to raise $1bn from SoftBank for AI device venture — Financial Times

Designer Jony Ive and OpenAI’s Sam Altman Discuss AI Hardware Project — The Information

Emergency Podcast: Giannis, Heat Twitter, Depraved Suns Decision Making, and More Winners and Losers from the Damian Lillard Trade — Greatest of All Talk

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