Alice Han and James Kynge’s China Decode newsletter makes a case that most coverage of the AI race gets wrong. The real contest is physical, and China is already ahead:
\n\n\nI’ve long believed the AI race extends well beyond generative AI and large language models. That’s certainly the way China sees it. While the private sector in the U.S. spends 12 times as much on computing power, China spends 42% more on robotics, a gap that’s only going to widen. Where AI and robotics intersect, China has an edge.
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China now produces roughly 90% of the world’s humanoid robots. At the same time, China’s NDRC has...
johannesvoncramon.de","summary":"","url":"https://johannesvoncramon.de/2026/06/14/alice-han-and-james-kynges/","date_published":"2026-06-14T18:25:15+00:00","author":{"name":"Johannes von Cramon","url":"http://johannesvoncramon.de","avatar":"https://cdn.micro.blog/photos/96/https%3A%2F%2Favatars.micro.blog%2Favatars%2F2026%2F23%2F1921514.jpg","_microblog":{"username":"jovcra"}},"_microblog":{"date_relative":"2026-06-14 18:25","date_timestamp":1781461515,"is_favorite":false,"is_bookmark":false,"is_deletable":false,"is_conversation":false,"is_linkpost":false,"is_mention":false,"note":"","syndication":[]}},{"id":"92162652","content_html":"Two weeks ago, the Landgericht München I ruled that Google’s AI Overviews constitute Google’s own content. The decision classifies Google as “unmittelbarer Störer,” a direct infringer, and strips away the liability shield that protects traditional search engines from third-party content claims. Google can no...
johannesvoncramon.de","summary":"","url":"https://johannesvoncramon.de/2026/06/14/two-weeks-ago-the-landgericht/","date_published":"2026-06-14T14:13:46+00:00","author":{"name":"Johannes von Cramon","url":"http://johannesvoncramon.de","avatar":"https://cdn.micro.blog/photos/96/https%3A%2F%2Favatars.micro.blog%2Favatars%2F2026%2F23%2F1921514.jpg","_microblog":{"username":"jovcra"}},"_microblog":{"date_relative":"2026-06-14 14:13","date_timestamp":1781446426,"is_favorite":false,"is_bookmark":false,"is_deletable":false,"is_conversation":false,"is_linkpost":false,"is_mention":false,"note":"","syndication":[]}},{"id":"92155850","content_html":"David Pierce, writing for The Verge:
\n\njohannesvoncramon.de","summary":"","url":"https://johannesvoncramon.de/2026/06/14/david-pierce-writing-for-the/","date_published":"2026-06-14T11:29:46+00:00","author":{"name":"Johannes von Cramon","url":"http://johannesvoncramon.de","avatar":"https://cdn.micro.blog/photos/96/https%3A%2F%2Favatars.micro.blog%2Favatars%2F2026%2F23%2F1921514.jpg","_microblog":{"username":"jovcra"}},"_microblog":{"date_relative":"2026-06-14 11:29","date_timestamp":1781436586,"is_favorite":false,"is_bookmark":false,"is_deletable":false,"is_conversation":false,"is_linkpost":false,"is_mention":false,"note":"","syndication":[]}},{"id":"92030653","content_html":"Still, there is something about Shortcuts that feels like a model for implementing AI. It’s not flashy or overwrought, and it’s not AI as an entirely new revolutionary interface that will change how you do everything forever and just trust me bro AI is the new UI. It’s not trying to be creative or proactive, it’s there to do what AI actually does well: figure out what you’re asking for and navigate the databases to try and make it happen.
\nThese natural-language shortcuts are effectively just vibe-coding projects, which is slightly ironic, given Apple’s apparently...
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Apple released a major update to its Foundation Model Framework (FMF) which enables app developers to integrate advanced AI models in 3 ways:
\nBut the latter needs consent, which will disincentivize their usage due to possible low opt-in rates.
\nEric Seufert speculated back in February that it could also be a monetization opportunity for Apple:
\n\njohannesvoncramon.de","summary":"","url":"https://johannesvoncramon.de/2026/06/12/apple-released-a-major-update/","date_published":"2026-06-12T10:03:49+00:00","author":{"name":"Johannes von Cramon","url":"http://johannesvoncramon.de","avatar":"https://cdn.micro.blog/photos/96/https%3A%2F%2Favatars.micro.blog%2Favatars%2F2026%2F23%2F1921514.jpg","_microblog":{"username":"jovcra"}},"_microblog":{"date_relative":"2026-06-12 10:03","date_timestamp":1781258629,"is_favorite":false,"is_bookmark":false,"is_deletable":false,"is_conversation":false,"is_linkpost":false,"is_mention":false,"note":"","syndication":["https://bsky.app/profile/did:plc:r5epxhh5vjtuatu7lfrxd6as/post/3mo3iiya76c2b","https://www.threads.com/@jovcra/post/DZe1pSQEQyV"]}},{"id":"91972743","content_html":"A more pertinent question is, perhaps: if Apple is able to dissuade developers from utilizing third-party AI...
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Not much is new for app marketers from this year’s WWDC. However, Apple will finally follow Meta’s and Google’s lead and allow us to upload our own creatives for Apple Ads. Independent of the App Store product page:
\n\n\n\n
\n- \n
\nImages and videos must use a 3:2 aspect ratio.
\n- \n
\nVideos must be between 5-30 seconds in length and can only be used in search results ads.
\n- \n
\nVideos can be uploaded with or without audio, but audio will not play.
\n- \n
\nImages and videos can include embedded text, and you can localize the text according to the countries and regions where your ads will run.
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As always, Apple’s guidelines on...
johannesvoncramon.de","summary":"","url":"https://johannesvoncramon.de/2026/06/11/independent-apple-ads-creatives/","date_published":"2026-06-11T13:59:08+00:00","author":{"name":"Johannes von Cramon","url":"http://johannesvoncramon.de","avatar":"https://cdn.micro.blog/photos/96/https%3A%2F%2Favatars.micro.blog%2Favatars%2F2026%2F23%2F1921514.jpg","_microblog":{"username":"jovcra"}},"_microblog":{"date_relative":"2026-06-11 13:59","date_timestamp":1781186348,"is_favorite":false,"is_bookmark":false,"is_deletable":false,"is_conversation":false,"is_linkpost":false,"is_mention":false,"note":"","syndication":[]}},{"id":"91926639","content_html":"Ed Elson on his newsletter Simply Put:
\n\njohannesvoncramon.de","summary":"","url":"https://johannesvoncramon.de/2026/06/10/ed-elson-on-his-newsletter/","date_published":"2026-06-10T19:59:42+00:00","author":{"name":"Johannes von Cramon","url":"http://johannesvoncramon.de","avatar":"https://cdn.micro.blog/photos/96/https%3A%2F%2Favatars.micro.blog%2Favatars%2F2026%2F23%2F1921514.jpg","_microblog":{"username":"jovcra"}},"_microblog":{"date_relative":"2026-06-10 19:59","date_timestamp":1781121582,"is_favorite":false,"is_bookmark":false,"is_deletable":false,"is_conversation":false,"is_linkpost":false,"is_mention":false,"note":"","syndication":["https://bsky.app/profile/did:plc:r5epxhh5vjtuatu7lfrxd6as/post/3mnxis56znp2o","https://www.threads.com/@jovcra/post/DZawFlEFgXB"]}}]}For years, stock prices have remained elevated, partly due to unusually low supply. The IPO market essentially collapsed after COVID. The number of public companies is half what it was 30 years ago.
\nThis made investing quite easy, as all you had to do was keep investing in the companies that already existed. (Read: Big Tech.) The virtuous cycle of low supply and high demand drove the price of tech stocks ever higher, making them, on a risk-adjusted basis, arguably the greatest asset class in history.
\nBut that’s all about to change, and violently so. SpaceX,...
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