Apple’s AI strategy has become a Rorschach test for the technology industry. Critics see a company falling dangerously behind. Needham analyst Laura Martin claims it is one to two years behind its competitors. But almost all of this commentary, whether bullish or bearish, focuses on the wrong question.
The standard narrative compares Apple’s AI capex to Microsoft’s, Apple’s Siri to Google’s Gemini, Apple’s foundation models to OpenAI’s GPT-4. By these metrics, Apple looks behind. But these comparisons assume Apple is trying to win the same race. The evidence suggests it isn’t. — Read More
Monthly Archives: January 2026
Corollary Discharge Dysfunction to Inner Speech and its Relationship to Auditory Verbal Hallucinations in Patients with Schizophrenia Spectrum Disorders
Auditory-verbal hallucinations (AVH)—the experience of hearing voices in the absence of auditory stimulation—are a cardinal psychotic feature of schizophrenia-spectrum disorders. It has long been suggested that some AVH may reflect the misperception of inner speech as external voices due to a failure of corollary-discharge-related mechanisms. We aimed to test this hypothesis with an electrophysiological marker of inner speech.
… This study provides empirical support for the theory that AVH are related to abnormalities in the normative suppressive mechanisms associated with inner speech. This phenomenon of “inner speaking-induced suppression” may have utility as a biomarker for schizophrenia-spectrum disorders generally, and may index a tendency for AVH specifically at more extreme levels of abnormality. — Read More
The Personal AI Mentor Setup I Wish I Had at 20
On This Day… 1776
On This Day… 1776 is Darren Aronofsky’s short-form series focusing on key moments from that revolutionary year. The fact-based short films use a “combination of traditional filmmaking tools and emerging AI capabilities,” SAG voice actors and AI visuals, to dramatize scenes from the year’s most pivotal moments. The series draws on Aronofsky’s Primordial Soup’s partnership with Google DeepMind having each episode drop on the 250th anniversary of the event it depicts. — Read More
Conditional Memory via Scalable Lookup:A New Axis of Sparsity for Large Language Models
While Mixture-of-Experts (MoE) scales capacity via conditional computation, Transformers lack a native primitive for knowledge lookup, forcing them to inefficiently simulate retrieval through computation. To address this, we introduce conditional memory as a complementary sparsity axis, instantiated via Engram, a module that modernizes classic N-gram embedding for O(1) lookup. By formulating the Sparsity Allocation problem, we uncover a U-shaped scaling law that optimizes the trade-off between neural computation (MoE) and static memory (Engram). Guided by this law, we scale Engram to 27B parameters, achieving superior performance over a strictly iso-parameter and iso-FLOPs MoE baseline. Most notably, while the memory module is expected to aid knowledge retrieval (e.g., MMLU +3.4; CMMLU +4.0), we observe even larger gains in general reasoning (e.g., BBH +5.0; ARC-Challenge +3.7) and code/math domains~(HumanEval +3.0; MATH +2.4). Mechanistic analyses reveal that Engram relieves the backbone’s early layers from static reconstruction, effectively deepening the network for complex reasoning. Furthermore, by delegating local dependencies to lookups, it frees up attention capacity for global context, substantially boosting long-context retrieval (e.g., Multi-Query NIAH: 84.2 to 97.0). Finally, Engram establishes infrastructure-aware efficiency: its deterministic addressing enables runtime prefetching from host memory, incurring negligible overhead. We envision conditional memory as an indispensable modeling primitive for next-generation sparse models. — Read More
The 80% Problem in Agentic Coding
… Some time ago I wrote about “the 70% problem” – where AI coding took you to 70% completion, then leave the final 30% last mile for humans. That framing may now be evolving. The percentage may shift to 80% or higher for certain kinds of projects, but the nature of the problem changed more dramatically than the numbers suggest.
Armin Ronacher’s poll of 5,000 developers compliments this story: 44% now write less than 10% of their code manually. Another 26% are in the 10-50% range. We’ve crossed a threshold. But here’s what the triumphalist narrative misses: the problems didn’t disappear, they shifted. And some got worse. — Read More
Why We’ve Tried to Replace Data Analytics Developers Every Decade Since 1974
This article was inspired by Stephan Schwab’s excellent piece “Why We’ve Tried to Replace Developers Every Decade Since 1969” which traces the recurring dream of eliminating software developers from COBOL through to AI. Reading it, I recognised the same pattern playing out in my own field of data warehousing, data analytics and business intelligence; a fifty-year cycle of tools promising to democratise data work, each delivering genuine value while leaving the fundamental need for specialists stubbornly intact.
Every decade brings new promises: this time, we’ll finally make building analytics platforms simple enough that we won’t need so many specialists. From SQL to OLAP to AI, the pattern repeats. Business leaders grow frustrated waiting months for a data warehouse that should take weeks, or weeks for a dashboard that should take days. Data teams feel overwhelmed by request backlogs they can never clear. Understanding why this cycle persists for fifty years reveals what both sides need to know about the nature of data analytics work. — Read More
The private cloud returns for AI workloads
A North American manufacturer spent most of 2024 and early 2025 doing what many innovative enterprises did: aggressively standardizing on the public cloud by using data lakes, analytics, CI/CD, and even a good chunk of ERP integration. The board liked the narrative because it sounded like simplification, and simplification sounded like savings. Then generative AI arrived, not as a lab toy but as a mandate. “Put copilots everywhere,” leadership said. “Start with maintenance, then procurement, then the call center, then engineering change orders.”
… The most valuable AI use cases were those closest to people who build and fix things. Those people lived near manufacturing plants with strict network boundaries, latency constraints, and operational rhythms that don’t tolerate “the provider is investigating.” Within six months, the company began shifting its AI inference and retrieval workloads to a private cloud located near its factories, while keeping model training bursts in the public cloud when it made sense. It wasn’t a retreat. It was a rebalancing. — Read More
AI models are showing a greater ability to find and exploit vulnerabilities on realistic cyber ranges
In a recent evaluation of AI models’ cyber capabilities, current Claude models can now succeed at multistage attacks on networks with dozens of hosts using only standard, open-source tools, instead of the custom tools needed by previous generations. This illustrates how barriers to the use of AI in relatively autonomous cyber workflows are rapidly coming down, and highlights the importance of security fundamentals like promptly patching known vulnerabilities. — Read More
#cyberThe Adolescence of Technology
There is a scene in the movie version of Carl Sagan’s book Contact where the main character, an astronomer who has detected the first radio signal from an alien civilization, is being considered for the role of humanity’s representative to meet the aliens. The international panel interviewing her asks, “If you could ask [the aliens] just one question, what would it be?” Her reply is: “I’d ask them, ‘How did you do it? How did you evolve, how did you survive this technological adolescence without destroying yourself?” When I think about where humanity is now with AI—about what we’re on the cusp of—my mind keeps going back to that scene, because the question is so apt for our current situation, and I wish we had the aliens’ answer to guide us. I believe we are entering a rite of passage, both turbulent and inevitable, which will test who we are as a species. Humanity is about to be handed almost unimaginable power, and it is deeply unclear whether our social, political, and technological systems possess the maturity to wield it. — Read More
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