Well, it's been a couple of days, and David and Nilay have some more information — and a bunch of new questions — about the Apple HomeView. They also talk about the latest Gemini model, and whether building the best model matters if you can't build the best products around them. They then debate the merits of returning to X, why none of the supposed Twitter replacements worked, the latest in Brendan Carr nonsense, and more.

Further reading:
<ul>
 <li><a href="https://www.theverge.com/tech/1011062/apple-homeview-airplay-apps-streaming">HomeView doesn’t natively support any video apps yet — not even Apple’s</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/gadgets/1011069/apple-tv-remote-find-my">Apple’s new Find My-compatible remote will also work with your old Apple TV</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/ai-artificial-intelligence/1011311/the-ai-race-is-back-on">The AI race is back on </a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/ai-artificial-intelligence/1009862/google-releases-gemini-4-argon">Google finally releases Gemini 4 Argon </a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/tech/1010415/google-antigravity-gemini-app-mac">Google brings its AI coding platform to its Gemini app on Mac. </a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/tech/1009066/google-play-vibe-coded-android-apps-launch">Google makes it easier to launch your vibe-coded apps </a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/1010642/openai-employee-arrested-recording-device">OpenAI employee arrested for allegedly planting a bug in a conference room </a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/ai-artificial-intelligence/1011276/openai-employee-unreleased-product-plans">OpenAI claims an ex-employee took its product plans and presented them to Apple </a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/policy/1011417/new-york-ag-characterai-bankruptcy">Now that Character.AI is going bankrupt, what happens to all of its users’ data? </a></li>
</ul>
<ul>
 <li>Daring Fireball: <a href="https://daringfireball.net/2026/10/x_once_again_marks_the_spot">X Once Again Marks the Spot</a></li>
</ul>
<ul>
 <li>Platformer: <a href="https://www.platformer.news/does-intelligence-need-a-hard-cap/">Does intelligence need a hard cap?</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/science/1008467/spacex-announces-plan-to-become-a-major-mobile-carrier">SpaceX announces plan to become a ‘major mobile carrier’</a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/ai-artificial-intelligence/1010962/jpmorgan-chase-is-keeping-ai-agents-out">JPMorgan Chase is keeping AI agents out. </a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/news/1010406/xbox-labs-game-decompiling-emulation-exploration">Xbox is officially embracing the chaos of AI-powered game ports </a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/gadgets/1009588/global-smartphone-sales-just-hit-a-14-year-low">Global smartphone sales just hit a 14-year low. </a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/ai-artificial-intelligence/1009406/silicon-valley-is-falling-in-line-with-trumps-attempt-to-rename-ai">Silicon Valley is falling in line with Trump’s attempt to rename AI </a></li>
</ul>
<ul>
 <li><a href="https://www.theverge.com/policy/1010503/the-government-launched-a-super-intelligence-website">The US government launched a “Super Intelligence” website.</a></li>
</ul>
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0:00 CarPlay Banter01:36 HomeView App Confusion03:40 CarPlay as Home OS08:31 Apple Hardware Software Bet13:28 Should It Just Be an iPad?14:31 Gemini 4 Returns16:18 Meta Muse Strategy19:54 Google Product Dilemma26:28 OpenAI Bugging Scandal29:49 Character AI Bankruptcy32:31 Bankrupt Data Goldmine33:00 Privacy After Shutdown36:55 Why People Return to X39:35 Threads Fumbled It40:49 X Owns AI Talk49:17 Who Should Use X49:57 Reporters And Sources53:00 Video Platforms Win54:44 Gruber Gets It Wrong01:01:29 Brendan Carr is a Dummy01:02:40 Execution Livestream Fallout01:07:21 Sprint Merger Fallout01:08:48 Dish Spectrum to SpaceX01:09:44 Can Starlink Compete01:11:30 SpaceX Phone Rumors01:13:55 Smartphone Sales Slump01:18:37 Agents vs Websites01:24:21 Why UI Still Matters01:26:43 Super Intelligence Rebrand01:30:37 AI Game Decompiling01:36:35 Wrap Up and Plugs
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