Reading List
The most recent articles from a list of feeds I subscribe to.
Lower App Store Fees in China
Five Decades of Thinking Different
Meta Acquires Moltbook
NYT: ‘Meta Delays Rollout of New AI Model After Performance Concerns’
Eli Tan, reporting for The New York Times:
Meta’s new foundational A.I. model, which the company has been working on for months, has fallen short of the performance of leading A.I. models from rivals like Google, OpenAI and Anthropic on internal tests for reasoning, coding and writing, said the people, who were not authorized to speak publicly about confidential matters.
The model, code-named Avocado, outperformed Meta’s previous A.I. model and did better than Google’s Gemini 2.5 model from [last] March, two of the people said. But it has not performed as strongly as Gemini 3.0 from November, they said.
As a result, Meta has delayed Avocado’s release to at least May from this month, the people said. They added that the leaders of Meta’s A.I. division had instead discussed temporarily licensing Gemini to power the company’s A.I. products, though no decisions have been reached.
The two facts in the last paragraph don’t square with me. May is only two months away. If they might ship then, why license Gemini? To me, the “we may need to pay Google to license Gemini” scenario is a sign that Avocado might be a bust and they might be a year or longer away from their own competitive model.
Mr. Zuckerberg, 41, has staked the future of Meta, which owns Facebook, Instagram and Threads, on being at the cutting edge of A.I. His company has spent billions hiring top A.I. researchers and committed $600 billion to building data centers to power the technology. In January, Meta projected that it would spend as much as $135 billion this year, nearly twice the $72 billion it spent last year.
The difference between Meta and Apple might be that Meta is merely a few months away from rolling out its own best-of-breed AI model. But the difference could be that Meta has blown hundreds of billions of dollars pursuing their own frontier models, and Apple has not, and both just license Gemini from Google.
Sports Programming Accounts for Almost 30 Percent of All Ad-Supported TV Viewing
Dade Hayes, reporting for Deadline:
While the rise of sports programming in recent years has been well-documented, new figures from Nielsen illustrate the extent of its dominance. The measurement firm said sports accounted for 29.2% of all advertising-supported TV viewing by people 25 to 54 years old during the fourth quarter. The stat, spanning broadcast, cable and streaming, was part of a report on viewership trends in the fourth quarter of 2025, released Thursday in the runup to upfronts.
Looking at the rest of the pie without sports, broadcast accounted for just 9.8%, with cable coming in at 18%. Streaming drew by far the largest tune-in, with 43% of all non-sports viewing, a reflection of the overall growth of advertising on streaming services like Netflix, Prime Video, Disney+, HBO Max and others.