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  2. Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins
Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

More or Less · Nov 7, 2025

Tech's new era: Etiquette trumps arrogance, Apple partners with Google for Siri, Sequoia changes stewards, and a meme coin surges.

Media Narratives on Executive Exits Are Often Wrong, Masking Internal Realities

Journalists frequently misinterpret high-profile departures because the true dynamics are known only to a few insiders. An exit reported as a major loss might internally be a welcome change that unblocks an organization, but the public narrative rarely reflects this complexity.

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins thumbnail

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

More or Less·3 months ago

Silicon Valley's "Arrogant Founder" Era Is Over; Building Trust Now Requires Respect

As tech's influence grows, the disruptive "asshole" persona is no longer celebrated. To build trust with investors, employees, and customers, founders must demonstrate respect for the communities they operate in, adopting a "give more than I get" mindset.

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins thumbnail

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

More or Less·3 months ago

User-Owned Devices Like iPhones and Teslas May Become a Distributed AI Supercomputer

The vast network of consumer devices represents a massive, underutilized compute resource. Companies like Apple and Tesla can leverage these devices for AI workloads when they're idle, creating a virtual cloud where users have already paid for the hardware (CapEx).

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins thumbnail

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

More or Less·3 months ago

Apple Cedes the Cloud AI Race to Focus on a Long-Term Edge Computing Advantage

By licensing Google's Gemini for Siri, Apple is strategically avoiding the capital-intensive foundation model war. This allows them to focus resources on their core strength: silicon and on-device AI. The long-term vision is a future where Apple dominates the "edge," interoperating with cloud AIs.

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins thumbnail

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

More or Less·3 months ago

Sequoia's "Steward" Title Signals a Shift From Venture Firm to Financial Institution

Calling its leader a "Steward" reveals Sequoia's evolution. The role is less about disruptive deal-making and more about managing a massive financial institution, akin to an endowment. This reframes a leader's short tenure not as a failure, but as a potentially undesirable management job for a classic VC.

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins thumbnail

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

More or Less·3 months ago

Extreme Crypto Volatility Is Fueled by Leveraged "Perp" Trading, Not Just Belief

Rapid, massive price swings in crypto are often caused by the liquidation of highly leveraged perpetual futures ("perps"). When many leveraged short positions are wiped out, it forces a cascade of buying that creates an artificial price spike, a dynamic less about market belief and more about financial mechanics.

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins thumbnail

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

More or Less·3 months ago

Google Gemini's True Power Lies in Its Practical Integration with Personal Data

The killer feature for AI assistants isn't just answering abstract queries, but deeply integrating with user data. The ability for Gemini to analyze your unread emails to identify patterns and suggest improvements provides immediate, tangible value, showcasing the advantage of AI embedded in existing productivity ecosystems.

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins thumbnail

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

More or Less·3 months ago

Meme Coins Sustain Value When Anchored to a Real, Evolving Product

The Jelly Jelly meme coin's surprising market cap isn't pure speculation. Its sustained energy comes from being tied to the Jelly app, which is actively developed by Venmo's co-founder. This creates a feedback loop where the product's progress and community building provide a fundamental anchor for the coin's value.

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins thumbnail

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

More or Less·3 months ago