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- 📱 Smartphones Without Apps?
📱 Smartphones Without Apps?
Plus, Privacy on Sale to the FBI
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Welcome back, AI Admirers!
Breaking News: Carl Pei, co-founder of Nothing, says smartphone apps will eventually disappear, replaced by AI agents that understand user intentions and act on them automatically.
Get ready to dive into the latest happenings in AI.
📢 Today's Headline:
No Apps, No Problem: AI Takes Over
FBI Buys Your Digital Footprints
Nvidia Builds an AI Factory
Russian Hackers Hit iPhones
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Today’s Poll and Results!
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The Pitch: Nothing's Carl Pei says apps are toast—AI agents will just do stuff for you instead of making you tap through four different apps to grab coffee.
He raised $200M last year to build a phone where you never open apps. You say "grab coffee" and AI handles your texts, calendar, maps, and Uber in the background
The interface won't even be designed for humans—agents talk directly to services without pretending to tap buttons. No more swiping through menus
Right now it takes four apps just to meet someone for coffee. Carl thinks that's absurd and hasn't changed since Palm Pilots
His vision gets weirder: eventually your phone learns you so well it suggests things before you even think of them. Like ChatGPT memory, but it's running your life.
👀 Reality check: If apps really disappear, every startup that lives inside the App Store is about to have a very bad decade. Carl's basically saying the iPhone's entire UI is a 20-year-old relic.
What to watch: Nothing hasn't announced a launch date for this AI-first device, but they're clearly betting consumers are done with app hell.
The scam: FBI Director Kash Patel just told Congress the agency buys Americans' location data from brokers instead of getting warrants.
Senator Ron Wyden asked Patel to stop buying this data. Patel said no, calling it an "intelligence tool" that's legal because the data is for sale
The source is your apps. Weather apps, games, anything with ads. They sell location data to brokers, who flip it to the FBI. You agreed to this in a terms of service you never read
The FBI says buying data is different from demanding it, so no warrant needed. Courts have never ruled on whether that logic holds up
Here's the move: warrants require probable cause and a judge's approval. But if data brokers are selling the same info, agencies just buy it and claim it's legal.
⚠️ Why it matters: The Fourth Amendment is supposed to protect against this exact thing. Federal agencies found the loophole and they're using it daily.
Quick fix: Go to your phone settings right now. Turn off location access for any app that doesn't absolutely need it. Games, weather apps, random utilities, turn them all off.
The play: Nvidia's networking division hit $11 billion last quarter and nobody's paying attention because everyone's focused on GPUs.
That $11B is bigger than Cisco's entire networking business for a full year. The division grew 267% in 12 months and pulled in $31B total last year
Jensen Huang bought an Israeli networking company called Mellanox for $7B in 2020. People didn't get it. Now it's Nvidia's second biggest money machine after chips
It's the bundle. Nvidia sells you the GPUs, then sells you all the networking gear those GPUs need to talk to each other. NVLink, switches, ethernet platforms, the whole stack. You can't really buy one without the other
Here's why it works: AI data centers need GPUs to communicate fast. Nvidia owns both sides of that equation. Competitors just sell chips. Nvidia sells the entire factory.
✅ The takeaway: Nvidia figured out that selling picks and shovels is good, but selling picks, shovels, AND the only wheelbarrows that fit them is better. The networking division is now almost as valuable as the chip business.
👀 Watch this: Nvidia just dropped six new networking chips at their GTC conference. The gap between them and everyone else is getting wider.
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🚨 Quick Poll
Today’s Poll:
Would you feel comfortable knowing your phone’s location data could be sold to government agencies? |
Vote today, see the results tomorrow!
Previous Poll:
Do you use ChatGPT instead of visiting encyclopedia websites?
A) Yes – ChatGPT is faster – 75% 🏆
B) No – I still visit the original sites – 25%
Verdict: Most of you ditched encyclopedias for ChatGPT because it's faster and skips the fluff. The age of clicking through to actual reference sites is basically over for instant answers.
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