justin․searls․co
Breaking Change artwork

v58 - Leather Daddy

Breaking Change

Video of this episode is up on YouTube:

The biggest news of the week isn't Jensen Huang, or the Office365 outage, or the FAA grounding all air traffic.

Nope, it's the Apple HomeView. Bet you didn't see that coming.

As always, you can tell me I'm wrong by e-mailing to podcast@searls.co or via the feedback form. If you bother reading show notes but can't be bothered to write me an e-mail, you're no friend of mine.

I am filled with regret that I keep cramming so many links into each episode:

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      <title>v58 - Leather Daddy</title>
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      <description><![CDATA[<p>The biggest news of the week isn't Jensen Huang, or the Office365 outage, or the FAA grounding all air traffic.</p>
<p>Nope, it's the Apple HomeView. Bet you didn't see that coming.</p>
<p>As always, you can tell me I'm wrong by e-mailing to <a href="mailto:podcast@searls.co">podcast@searls.co</a> or <a href="https://justin.searls.co/feedback/">via the feedback form</a>. If you bother reading show notes but can't be bothered to write me an e-mail, you're no friend of mine.</p>
<p>I am filled with regret that I keep cramming so many links into each episode:</p>
<ul>
<li><a href="https://justin.searls.co/posts/im-just-a-meat-proxy/">I'm just a meat proxy</a></li>
<li>Aaron's <a href="https://justin.searls.co/puns/">puns, ranked</a></li>
<li><a href="https://9to5mac.com/2026/11/13/new-apple-tv-4k-and-homeview-now-available-heres-everything-you-need-to-know/">New Apple TV 4K and HomeView now available: Here's everything you need to know</a></li>
<li><a href="https://9to5mac.com/2026/11/12/apple-tv-4k-review-the-best-streamer-comes-at-a-cost/">Apple TV 4K review: The best streamer comes at a cost</a></li>
<li><a href="https://www.tomshardware.com/laptops/macbooks/apple-macbook-pro-with-proled-xdr-display-review">Apple MacBook Pro with PROLED XDR Display review: The screen that every Mac deserves</a></li>
<li><a href="https://www.bloomberg.com/news/newsletters/2026-11-08/apple-explores-turning-siri-ai-into-chatgpt-dots-like-agent-ios-28-shake-up?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc5NDE1MTkyNCwiZXhwIjoxNzk0NzU2NzI0LCJhcnRpY2xlSWQiOiJUTzZWMDFLSUpIOEkwMCIsImJjb25uZWN0SWQiOiJDNEVEQ0FFMUZBMDU0MEJFQTI0QTlGMjExQzFFOTA4MCJ9.36GAnE9alr4yBWfCUoJj6dU23ilQniOVEFSDSuoUVms">Apple Explores Turning Siri AI Into ChatGPT Dots-Like Agent, iOS 28 Shake-Up</a></li>
<li><a href="https://9to5mac.com/2026/11/10/apple-has-new-mac-app-coming-to-make-running-local-ai-models-easy/">Apple has new Mac app Harbor coming to make running local AI models easy</a></li>
<li><a href="https://9to5mac.com/2026/11/10/end-of-an-era-apple-support-community-forums-will-permanently-close-on-november-20/">End of an era: Apple Support Community forums will permanently close on November 20</a></li>
<li><a href="https://support.withings.com/hc/en-us/community/posts/51887047154577-Unacceptable-Apple-Health-Sync-is-now-behind-a-99-year-paywall-for-new-accounts">Unacceptable: Apple Health Sync is now behind a $99/year paywall for new accounts</a></li>
<li><a href="https://9to5mac.com/2026/11/04/with-ios-27-3-apple-will-start-checking-icloud-public-links-for-harmful-content/">With iOS 27.3, Apple will start checking iCloud public links for 'harmful content'</a></li>
<li><a href="https://www.videogameschronicle.com/news/the-witcher-3-expansion-uses-ai-to-adjust-geralts-polish-voiceover-because-the-actor-suffered-a-stroke/">The Witcher 3 expansion uses AI to adjust Geralt's Polish voiceover because the actor suffered a stroke</a></li>
<li><a href="https://www.videogameschronicle.com/news/big-walk-studio-says-it-used-ai-sparingly-in-response-to-indie-award-jury-statement-against-its-use/">Big Walk studio says it used AI 'sparingly' in response to indie award jury statement against its use</a>
<ul>
<li><a href="https://aftermath.site/big-walk-ai-igf-jurors-controversy/">Aftermath: Big Walk Used AI In 'The Final Stretch' Of Development, Kicking Off Intense Awards Debate</a></li>
</ul>
</li>
<li><a href="https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm">Anthropic S-1</a></li>
<li><a href="https://science.slashdot.org/story/26/10/15/2258254/worlds-timekeepers-vote-to-eliminate-the-leap-second?utm_source=rss1.0mainlinkanon&amp;utm_medium=feed">World's Timekeepers Vote to Eliminate the Leap Second</a></li>
<li><a href="https://nvidianews.nvidia.com/news/nvidia-announces-ceo-transition/">NVIDIA Announces CEO Transition</a>
<ul>
<li><a href="https://culperresearch.com/wp-content/uploads/2026/05/Culper_NVDA_5-13-2026.pdf">A short seller flagged the China problem in May.</a></li>
<li><a href="https://kesq.com/news/national-politics/cnn-us-politics/2026/11/10/trump-says-he-spoke-with-huang-who-denied-knowledge-of-alleged-chinese-spy/">Rubio reportedly warned Trump before Jensen boarded Air Force One.</a></li>
<li><a href="https://bloomberg.com/news/articles/2026-11-09/nvidia-intervened-in-us-probe-of-megaspeed-chip-smuggling">Nvidia's lawyer reportedly intervened in the chip-smuggling investigation.</a></li>
<li><a href="https://www.thedailybeast.com/donald-trumps-favorite-tech-lord-jensen-huang-of-nvidia-admits-to-affair-with-chinese-spy">Nvidia pledged $25 million for Trump's ballroom.</a></li>
<li><a href="https://apnews.com/article/df45d21030691f59c67bc0b35adb89a2">U.S. intelligence reportedly identified Alice Huang as a Chinese spy.</a></li>
<li><a href="https://www.washingtonpost.com/technology/2026/11/12/nvidia-jensen-huang-denied-his-alleged-affair-then-story-changed/">Nvidia denied the affair.</a></li>
<li><a href="https://nvidianews.nvidia.com/news/a-message-to-our-company">Jensen admitted the infidelity.</a></li>
<li><a href="https://apnews.com/article/68839e7ca6ba2b121529f7e475e501d6">The board opened an investigation.</a></li>
<li><a href="https://www.axios.com/2026/11/11/bessent-lutnick-megaspeed-nvidia-china-chips">Bessent reportedly confronted Lutnick in the Situation Room.</a></li>
<li><a href="https://www.axios.com/2026/11/11/trump-lutnick-nvidia-china-chip-export-controls">Lutnick reportedly stalled chip curbs Trump had approved.</a></li>
<li><a href="https://finance.yahoo.com/technology/ai/articles/jensen-huangs-nvidia-future-limbo-024444183.html">The Times reported another affair with Jensen's direct report.</a></li>
<li><a href="https://finance.yahoo.com/technology/ai/articles/jensen-huangs-nvidia-future-limbo-024444183.html">His security detail reportedly offered the bystander an NDA.</a></li>
<li><a href="https://www.banking.senate.gov/newsroom/minority/senators-warren-and-coons-direct-lutnick-rubio-and-miller-to-preserve-nvidia-records-following-reports-of-foreign-intelligence-operation-targeting-ceo-jensen-huang">Senators demanded the administration preserve the records.</a></li>
<li><a href="https://www.cbsnews.com/news/megaspeed-nvidia-china-ties/">Reporters traced Megaspeed's offices to empty premises and a shopping mall.</a></li>
<li><a href="https://nvidianews.nvidia.com/news/nvidia-announces-ceo-transition/">Jensen resigned effective immediately.</a></li>
<li><a href="https://techcrunch.com/2026/11/12/jensen-huang-agrees-to-testify-before-congress/">Congress still wanted its briefing.</a></li>
</ul>
<ul>
<li><a href="https://desmondshum.substack.com/p/alice-huang-the-spy-narrative-misses?utm_campaign=post&amp;utm_medium=web">Alice Huang: The Spy Narrative Misses Her Real Business</a></li>
<li><a href="https://www.bloomberg.com/news/articles/2026-11-13/inside-jensen-huang-s-final-hours-as-the-ceo-of-nvidia?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc5NDU0NzgxNSwiZXhwIjoxNzk1MTUyNjE1LCJhcnRpY2xlSWQiOiJUT0YxQVBOM04wOUIwMCIsImJjb25uZWN0SWQiOiI1RkQyNjU1NTA2QTI0NjM2QjM1NzBEQkQ5MTY1RkI1NCJ9.8RulazBTaUuCgwysfQ4dlu-dhQIe3yvK-2UHLcm3hWc">Inside Jensen Huang's Final Hours as the CEO of Nvidia</a>
<ul>
<li><a href="https://daringfireball.net/linked/2026/11/13/huangs-final-hours-inside-nvidia">Daring Fireball on Huang's final hours</a></li>
</ul>
</li>
</ul>
</li>
<li><a href="https://www.techpowerup.com/354814/nvidia-allegedly-engineered-scarcity-by-funding-ai-startups-to-buy-its-gpus">NVIDIA Allegedly Engineered Scarcity By Funding AI Startups To Buy Its GPUs</a></li>
<li><a href="https://www.theautopian.com/scion-is-back-and-its-going-to-sell-a-freaking-kei-truck-in-america/">Scion Is Back! And It's Going To Sell A Freaking Kei Truck In America</a></li>
<li><a href="https://www.apple.com/tv-pr/originals/dark-matter/">Dark Matter</a></li>
<li><a href="https://movies.disney.com/thunderbolts">Thunderbolts*</a></li>
<li><a href="https://www.paramount.com/movies/street-fighter">Street Fighter</a></li>
<li><a href="https://starwarsgalacticracer.com/">Star Wars Galactic Racer</a></li>
<li><a href="https://www.gearsofwar.com/en-us/news/gears-of-war-e-day/">Gears of War: E-Day</a></li>
<li><a href="https://worldofwarcraft.blizzard.com/en-us/forever/">World of Warcraft: Forever</a></li>
<li><a href="https://ampcode.com">Amp</a></li>
</ul>]]></description>
    </item>

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