Bacheloring, breakdowns, and beverages
Kim was away again for work most of the week. This effectively gave me the gift of freedom from our Beyond Deck addiction, cold turkey. So I played a little Super Mario Wonder, drank too much bourbon, watched Bitcoin YouTube, and lazed around unproductively on my iPhone.
And on the days I decided to work from the office, I was richly rewarded with elevator breakdowns, mall escalator maintenance, and other inconveniences that made me wish I’d stayed home. I don’t think I’ve mentioned my recent obsession with Luckin Coffee, the Chinese chain that’s been expanding nationwide, including an outlet in my office building. Bosses forcing a return to office take note, getting one of their iced coconut lattes in the morning is one of the reasons I head in. I was looking forward to my fix one of these cursed mornings but found the branch closed for upgrading.

Luckin’s model is fully app-dependent and most branches are just pickup counters, with no seating. You order on your phone, pay via card or Apple Pay, and pick it up by scanning a QR code. You don’t interact with staff, and they don’t handle any filthy cash. For comparison, you can do the same thing with Starbucks’s app, as well as order in person like a boomer. To get you past the friction of downloading the app and setting up an account, your first drink at Luckin is just $0.99. Subsequently, you’ll get hit with a barrage of discount vouchers ranging from 35% to 60% off, so much so that I haven’t paid full price for a coffee yet.


For the record, their drinks are priced around $8 each, and they’re somewhere between a Starbucks tall and grande. The discounting is an aggressive acquisition play, of course, but I’ll take low margin coffees while they last, not least because they’re actually pretty tasty! Like Starbucks Reserve, they offer a range of single-origin specialty coffees, and even give you beautiful little info cards with tasting notes. The absurdity is not lost on me, given their quick-service image it’s like if McDonald’s gave you facts on the cow in your Quarter Pounder. Nevertheless, on that day my Luckin outlet was closed, I went to a Starbucks for the first time in quite a while, and it felt like comparatively much less value.
===
From clicks to chats
I went over a new trend report my company put out, and there’s a large focus on generative AI as one might expect, which led to a couple of interesting conversations about how much work is ahead of us when it comes to overhauling the touch points we use to deal with merchants, service providers, and even governments.
In a way, the graphical interfaces we use today evolved as proxies for “natural” verbal and gestural communication. Similar to how we used mouse cursors because we couldn’t touch displays directly, we have menus and buttons and screens filled with data because we can’t directly ask computers for complex outcomes. The promise of large language models is that now we might.
There have been think pieces this week about how Apple was “caught off guard” by this gen AI wave and is now scrambling to catch up. I think they have plenty of time; here’s why:
What’s at stake isn’t smaller-scale improvements like the transformer-based autocorrect in iOS 17; it’s about whether gen AI can bring a more radical change in how we use computers. You can already see the hunger for this — the dream of J.A.R.V.I.S. — in a dozen half-baked AI-powered product announcements. We’re not far from Humane’s wearable phone alternative, Rewind’s Pendant which will process everything you say or hear, and Meta has great-looking new “smart” Ray-Bans which can put their new AI voice assistant(s) in your ear (US-only).
The basic version of conversing with AI looks like a text chat, and on the other end of the spectrum is a “multimodal” natural chat that takes a user’s body language, tone, and facial expressions into account. Putting aside the fact that such a model hasn’t been trained yet, just the massive amount of personal data this would involve means only a company positioned to put privacy first might get any traction. And then there’s the staggering hardware requirements of doing this in real time. If only someone was working on a new kind of computer equipped with industry leading silicone, and biofeedback sensing that can even predict you’ll tap a button before you do it…
Assuming this is the right thing to do at all, the Apple Vision Pro with its microphones, retina scanners, and hand-tracking cameras should be well positioned for a future where you can simply sit down in front of an AI relationship manager from your bank, have a free-flowing discussion, and see the appropriate figures and charts pop up — instead of poking around a UI to find out how your money is doing. But the stated purpose of the Vision Pro is spatial computing, which is only a step towards natural computing.
So like every other time in history, Apple will wait while others jump the shark first, and hopefully clean up after with a more sensible execution. They have the time; it’s just a shame for impatient people that the hardware looks so ready. But as a wise man once said: technology moves fast, while people change slowly.
===
Pints and pop music
Ex-colleague and friend Bert is back in town for the first time in over four years, so we met up twice to catch up and see some other faces we’ve missed in recent years. This meant many pints of Guinness (if ever I associated a person with one drink only, it’s Bert and Guinness), which compounded with the aforementioned bourbon and a gut-busting, sodium-loaded visit to Coucou hotpot for a physically taxing week. Every organ is straining to detoxify and I really felt the effects all weekend.
- We watched half of the third season of Only Murders in the Building and I’m happy to report it’s much better than the second. I think there’s even a self-effacing joke at one point about how the first season of the in-show podcast was more likable than the second. It comes down to a clearer story with fewer detours, the kind I’ll probably remember a year from now unlike, say, season two’s.
- Sigrid has a new four-song EP out: The Hype. It is extremely Gen-Z in that it has a shoddy photograph on the cover and looks like it was made in Canva. The music is much better, but she’s just doing more of the same, which I won’t complain about because if Coldplay just kept doing the same thing as in their early albums maybe they wouldn’t be so insufferable today.
- Taylor Swift’s 1989 is finally out in (Taylor’s Version) form! I think this was the first album of hers to ditch the country pop style and just go straight pop? Did it have something to do with leaving Nashville for New York? In any case, it was the first album of hers I played for myself, and also the one
Ryan Adamsliked enough to cover I guess. I’ve been mostly playing both versions this weekend and came across a debate I never knew I needed: is 1989 a beach album about the Hamptons or a city album?



























