Ben's experience with Waymo and a question about AI automation implications, NotebookLM arrives and intrigues, follow-ups on the Orion conversation, and two notes on platforms and the future of media consumption.

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Taking Waymo, Uber and Waymo — Stratechery Update

More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation — Stratechery Update

Post from Kuldar — X: @kkuldar

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