Stripe, Meta, and Apple, sitting in a tree
In Tyler Cowen's Marginal Revolution, Patrick Collison (of Stripe fame) says (among much else),
Much of what I’m writing hinges on the assumption that personal agents will be on the consumer’s side. I suspect that that will be the winning strategy, but whether it’s true, and what it means to be true, involves a lot of other questions. Taken as a whole, the market is a massively parallelized, decentralized, and highly imperfect value attribution machine, and, taking stock of all of the effects, it seems to me that the quality point may well be the biggest: that agents will change the nature of the backpropagation such that the rewards for better products increase. Maybe this is too optimistic, but I suspect (and hope) that companies that make things that they’re proud of will feel that the universe is a little more partisan in their favor.
This sounds like what VRM is about.
Is it good, bad, or neither that Muse is using Stripe, and Collison is on the Meta board?
I dunno, and I'm more confused now that Apple and Meta Just Teamed Up on AI, and Zuckerberg Thanked Apple’s CEO by Name, says the Yahoo Finance headline. The money graf:
Zuckerberg rarely thanks Apple (NASDAQ:AAPL) publicly, but on October 15, 2026, he did by name. He posted on X that Muse Spark Open, with weights released that day, "runs great on new Mac Studios thanks to work with @johnternus and Apple." Meta released the model as open weights, meaning anyone can download the trained files and run them. Meta said it worked with Apple so developers can run it on two to four linked Mac Studios with the M5 Ultra chip. It is the first public partnership between the two since around 2017, after years of friction that included Apple's 2021 privacy changes, which hurt Meta's ad business.
I think this means Apple is serious about getting developers to work on personal AI. Does it also mean that personal AI using open-weight meta models on Apple iron will give Muse the airgap they need to plausibly offer fully private personal agents, or agent services?
Almost in time for Halloween
Cambridge Day: MIT professors bedazzle cameras to protest expanding surveillance network. Subhead: "Tenured faculty are using rhinestones and googly eyes to demonstrate against 500-plus new cameras and plans to potentially implement AI capabilities."
Feet feats
Three NBA players in the last two decades have had injuries in which one of their feet bent 90° sideways, as one of their calf bones broke completely. They call this a "fracture," but "break" is the more telling verb.
- Paul George in August 2014. ESPN called this "an open tibia-fibula fracture." Meaning one or both calf bones broke completely, above the ankle.
- Gordon Hayward, in October 2017. His injury was described as "a dislocated left ankle and a fractured left tibia."
- Jalen Williams, yesterday. He suffered "a dislocated left ankle and a fractured left tibia."
Paul George returned to form eventually. Gordon Hayward returned, but had an up-and-down career, and retired two seasons ago.
Sounds to me like the Paul George break was the worst, bone-wise, but bones are less complicated to mend than ligaments and connective tissue. That's the "dislocated" stuff that made Gordon Hayward's recovery more difficult. We'll see how it goes with Jalen Williams.
The larger point, at least for me, is that injuries are very common in pro sports, and in sports in general. I wasn't a varsity-grade basketball player—or even close—but I loved to play, and still bear scars. Examples:
- My lower front teeth came through the skin under my lip when I took a shoulder to my jaw in the Guilford College gym. Facial hair covers that scar.
- I sustained "gamekeepers thumb" injuries to both hands, in separate games. As a result of that, opening jars became problematic. Also, my shot was never the same.
I probably could have avoided all three of those if I had been more skilled. But having been through them makes me more empathetic with the players I watch hammering each other for eighty-plus games a year.
Among many
One more way the US defeats itself.
A briefing
























