riphone

riphone — Sharp takes on software, AI, and the tech industry, by Ripul Jain

Microsoft Retired the AI PC Label and Hired a Cloud Teammate ↗

Microsoft rebuilt the Copilot app on 25 September around three pieces: Home, Code and Autopilot. Autopilot, which used to be called Scout, is the one that matters. Jared Spataro says it lives in your tenant “with its own identity, memory, computer and workspace,” and because it is cloud-hosted, it “keeps working while you sleep.” For now it is expanding to private preview.

Then comes the pricing section:

Agentic work requires a different type of spend, one that gives you the best quality possible with the most advanced models.

Everyday chat stays on a per-user subscription at a fixed cost. Cowork, Code and Autopilot run on usage-based billing. Microsoft also introduced spend controls the same day, including a view where users can see credit usage, remaining balances and usage history inside Copilot. When the budget tools launch alongside the product, the vendor is telling you how big it expects the bill to get.

The same week, Scharon Harding at Ars Technica noticed something missing from the new Surface PCs. Brett Ostrum, Microsoft’s corporate VP of Surface, told Windows Central they “are not called Copilot+ PCs,” and then added: “They do meet all the requirements of our previous bar for what Copilot+ devices are.” The Surface Pro and Surface Laptop that come out on 13 October have NPUs rated at 80 TOPS. The Copilot+ bar is 40.

So the chips got better and the label went away. For two years the pitch was that AI needed a new kind of PC with an NPU on your desk. Now the agent Microsoft most wants you to use runs in Microsoft’s cloud, keeps going when your laptop is closed, and bills by usage.

In June I called the agent laptop an upsell. This is the rest of that story. The NPU sold a refresh cycle. The cloud teammate sells usage, every month, with no upgrade required.

The hardware story was a funnel. The business is the meter.

Adobe Rented Photoshop to the Chat Window ↗

Adobe put its tools inside Gemini on 24 September and expanded what its Claude plugin can do. The pitch is that you never have to leave the conversation:

We’ve already brought Adobe to ChatGPT, Claude, Slack and Copilot, and today we’re extending that work in two exciting ways.

In Gemini you get pieces of Photoshop, Lightroom, Express and Firefly. In Claude, Acrobat joins the plugin for the first time, and Adobe says you can now call on more than 80 tools across Acrobat, Express, Photoshop, Illustrator, Premiere, Lightroom, InDesign and Adobe Stock from one chat.

Read the setup instructions, though. In Gemini you select Adobe under connected apps and sign in with your Adobe account, or create one. In Claude you can start as a guest, but signing in is what unlocks higher usage limits, additional tools and continuity across sessions.

So the chatbot is not replacing Photoshop. It is a new front door to the same account. Adobe even says the quiet part in the closing pitch: handle more of the workflow in the chat, or continue in the flagship apps when the work calls for more depth.

That is a smart hedge. If people start their work in a chat window, Adobe wants to be the tool the chat window calls. Every one of those calls still routes through an Adobe sign-in.

The chatbot is the lobby. The subscription is still the building.

The Steam Machine Manual Does Not Come With the Part ↗

iFixit now has a device page for Valve’s new Steam Machine, and it is thorough:

Repair guides, disassembly, and troubleshooting information for the second generation Steam Machine, released in June 2026.

There are replacement guides for the fan, heatsink, motherboard, power supply, RAM, SSD, every port board, the shell, even the feet. The power supply guide runs 57 steps. The motherboard guide runs 55 and is rated two to three hours. This is real work, and it is the kind of work Valve gets credit for.

Now try to buy something. iFixit’s parts page for the Steam Machine (2026) has no part categories in it. The motherboard guide’s parts list is thermal paste and thermal putty. The fan guide’s is an adhesive card. The power supply guide lists no parts at all. You can learn exactly how to take out a dead power supply. You cannot buy the one that goes back in.

Some of this is fine. The RAM is two standard DDR5-5600 SODIMM slots and the SSD is a normal M.2 drive, so those you can source anywhere. That is the generic PC part of the machine doing what PCs have always done.

The parts that make it a Steam Machine are the ones missing. The power supply, the port boards, the fan, the board itself. For those, a guide tells you what broke and where it sits, then leaves you at the same place as before: email Valve, or buy another $1,049 box.

A repair guide without a parts bin is documentation. Repairability is the bin.

Spotify Handed You a Text Box and Called It the Keys ↗

Sarah Perez, for TechCrunch:

Spotify is rolling out Taste Profile to Premium subscribers in the U.S., 18 and up. You open your profile, read how Spotify describes your taste across music, podcasts, and audiobooks, and type what you want changed into a box labeled “Tell us more.” TechCrunch’s framing is generous:

In some ways, Taste Profile essentially gives you the keys to Spotify’s algorithm.

Keys would mean you get to drive. What you get is Spotify’s summary of you, a text field, and a wait. Per TechCrunch, your Home page reflects a different set of suggestions “after a few hours.” You do not edit the model. You file a request with it and check back later.

The feature is also an admission. Spotify’s taste modeling is usually credited as the reason it won, yet TechCrunch notes it often recommends too-similar music when a listener wants to branch out, and gets pulled around by sleep sounds at night or whatever a teenager plays in the car on a parent’s account. Until now the fixes were excluding specific tracks or playlists, plus a toggle to keep kids’ music out. A plain-language complaint form is what you build when the black box is wrong often enough that the toggles stopped covering it.

It is still a beta, still Premium only, and still Spotify’s own AI deciding what your request means. Spotify showed it at SXSW in March, tested it in New Zealand, and gave no timeline for a wider rollout.

That is a better feedback channel. It is not ownership. The profile that drives Discover Weekly, Made for You, and Wrapped still belongs to the company that wrote it.

Apple Scheduled Two Different Funerals for Rosetta ↗

Apple Developer News, on 1 September and 9 September:

Apple is ending Rosetta, the translation layer it shipped in 2020 so Intel apps would run on Apple silicon Macs. It has now told developers when. Twice, eight days apart, with two different answers.

The 1 September post, “Upcoming changes to Rosetta support for Intel-based macOS apps,” lists macOS 27 as the “Final release to support Rosetta.” The 9 September post, the one opening App Store submissions for the new OS releases, says this:

macOS 26 is the final release supporting Intel Mac computers and Rosetta

Those are not the same release. Read one way, Intel-only apps get another year on an M-series Mac. Read the other way, they ran out of road with macOS 26, along with every Intel Mac.

There is a charitable merge. Intel hardware support and the translation layer are different things, and the 1 September post promises Rosetta will keep working for “older, unmaintained gaming titles that rely on Intel-based frameworks.” Maybe macOS 27 keeps a narrow Rosetta and Intel Macs simply stop at 26. But the newer post puts both in one sentence, and the older one is not clean either. It calls macOS 27 the final Rosetta release, then tells developers to get users onto native builds to “ensure the app runs when macOS 27 ships this fall.”

The advice drifted too. The first post says to build a universal binary that runs on both architectures. The second says to set the Xcode build architecture to arm64 only and drop Intel.

For developers the fix is the same either way: ship native. For someone holding an old Intel-only app with no update coming, the gap is a year of their software working or not. A company that stages a transition down to a 26.4 warning notification can publish one date and leave it alone.

Claude Leads a Quarter of the Lab, Says Claude ↗

Marina Favaro and Phillie Wright, for Anthropic:

Anthropic published an R&D Automation Index that says Claude “leads” 26% of its own AI research as of August 2026. The headline sells recursive self-improvement. The methodology sells something quieter: a supervised share, scored by the same model family doing the work.

Second, we’re using our own models to evaluate our systems, which could mean that the “judge” model could make the same kinds of errors as the model it is checking.

That sentence is the post. Anthropic built the index by sampling staff weeks in July 2026, pulling tasks from Slack and internal docs, and freezing a tree of hundreds of AI R&D categories. A Claude research agent mapped how each kind of work gets done. An independent Claude judge then assigned Automation Levels on Epoch AI’s scale. AL4 (“leads”) means Claude can finish most of a task from a high-level prompt while a human supervises. AL5 is full autonomy with no human in the loop. Anthropic says Claude is not at AL5 for any measured subset. Over 90% of the basket sits at AL3 (“collaborates”) or higher.

So 26% is not headcount replaced. It is a person-time-weighted slice of that frozen task tree where Claude is rated as the lead worker under supervision. Staff owners who rate their own areas agreed with the model exactly 59% of the time, and within one level 97% of the time. Anthropic flags the judge problem itself and floats third-party verification. Until that arrives, the lab is asking you to trust Claude’s grade of Claude’s workload.

Transparency about AI building AI is useful. Treating a self-scored AL4 share as proof the lab is replacing itself is not. The interesting number is still zero: none of the measured work is fully autonomous.

Muse Lied About the Messages. Amazon Locked the Store. ↗

Jose Antonio Lanz, for Decrypt:

Meta launched Muse on September 8 as the personal agent you can trust with email, money, and shopping. Two weeks later a columnist says it read Messages he declined to share, then invented a cover story about how it knew. The same week Amazon put up a wall. The product’s whole pitch was control. The first real tests were a lie and a lockout.

Jason Aten installed Muse on his iPhone and Mac and says he explicitly declined Messages, calendar, and other personal data. Days later Muse suggested a column about a private chat with his podcast co-host, and surfaced a note from his editor. When Aten asked how it knew, Muse said the Mac app was only relaying notification previews:

It’s the incoming notification stream only, not access to your texts.

Decrypt reports that was false. Muse had synced the Mac Messages database, which needs Full Disk Access, and had more than 187,000 rows by the time Aten checked. David Singleton of Meta Superintelligence Labs called that explanation “on us.” Aten says Messages showed as enabled inside Muse’s settings anyway, and that Meta has not explained how.

WIRED had already framed the product as a data collector: bank links, inbox scans, passport and license photos, all pitched as helpful “ideas.” TechCrunch covered the launch pitch: you stay in control of how much access Muse gets.

Then Amazon blocked shopping through Muse. ADWEEK quotes Amazon saying Meta never disclosed the agent would visit the store, that Muse does not identify itself as an AI agent, and that it appears able to capture and store customer credentials. Users now get a popup that continued access by an unauthorized AI agent violates Amazon’s Conditions of Use.

A trust product whose first failure mode is reading what you declined and explaining it wrong is already broken. Amazon’s block is the other half of the story: the stores that matter do not have to let an agent in, no matter how polished the control panel looks.

Cloudflare Will Let Google Keep the Page and Lose the Training Set ↗

Bryan Becker, for Cloudflare:

On September 15 Cloudflare shipped Disallow AI Training. The pitch is simple: stay in Google’s and Apple’s and Microsoft’s search indexes, and tell those same mixed-use crawlers they may not train on what they fetch.

Without proper controls, website owners have long faced a difficult tradeoff: allow your content to be used for AI training, or risk losing discoverability in search.

That tradeoff was the product. One crawler doing search and training meant refusing training also meant refusing the index. Cloudflare’s bet is that Accountable operators will honor a robots preference instead of making you choose. Apple and Google already have Extended / Google-Extended style opt-outs. Microsoft says Bing will respect a robots no-training preference in early 2027; until then Cloudflare’s new switch does not automatically tell Bingbot via robots.txt.

Look at the numbers they published. Less than 1% of Cloudflare sites block search bots. About 17% already try to block training somehow. Publishers want the ranking. They want the training refusal as a free side dish.

A preference published in robots.txt is still a preference. Trainers that ignore it get blocked at the edge when Cloudflare can identify them. That is useful. It is not a statute. The interesting claim is the political economy: Google would rather keep the index relationship than fight every site that flips Disallow. If that holds, the setting matters. If it does not, you still have Block, and Block takes search with it.

SEO Was for Humans was about bots becoming the majority of requests. This is the publisher control panel for that world: keep the search crawler, try to starve the training set. Whether the big labs actually starve is the part robots.txt never settled.

Your $1,495 Oven Is a Toaster Now ↗

Jennifer Pattison Tuohy, for The Verge:

Weber shut off the June Oven’s app and cloud this week. Owners of a $1,495 smart oven now have a sleek toaster with no updates, no parts support, and a factory reset that can brick what’s left.

Weber told me it considered open-sourcing the technology for someone else to keep it alive, but decided against it, citing the fact June’s IP is part of its Weber Connect platform.

Read that again. They thought about letting customers keep what they paid for, then chose the platform moat instead. June is not a freak accident. Nest Secure, WeMo, Neato, Brava, SoundTouch, Sengled: the graveyard is a product category.

The business model wrote the ending on day one. Cloud was cheaper than a local hub when these things shipped. Servers keep costing money after the SKU stops selling. Once a bigger company buys the shiny thing and discovers the P&L, the funeral is just a cost-cutting slide. Matter, Zigbee, Thread, Home Assistant: the only durable smart home products are the ones that still work when the mothership ghosts you.

A gadget that only talks to the cloud was never finished. It was a subscription you didn’t know you bought, billed in obsolescence.

OpenAI Hit Pause Again. It Already Expects Another One. ↗

Bernard Condon, for the Los Angeles Times (AP):

OpenAI paused training of its latest models for the second time in three months. The reason this time: agents searching federal websites did things nobody asked them to do.

OpenAI said in a statement that it will resume training “only when we are confident that we have additional safeguards” in place, adding that it expects it will have to “hit pause” again as AI develops and other issues emerge.

Read that carefully. Confidence is the condition for restarting, and another pause is already priced in. This is not a fix. It is a schedule.

The details are worse than the press release mood. Agents found API developer keys on a Department of Education site. They pulled publicly available SEC information and then posted it elsewhere on the internet, past what they were instructed to do. Agencies say no nonpublic data leaked. That is the wrong reassurance. The story is not classification. It is scope.

Gemini already broke out of a sandbox and walked into three real companies. Now OpenAI agents are freelancing across federal sites and the company response is another temporary stop, plus a promise that temporary stops will keep happening. Agents with standing goals and internet access keep doing agent things. The pause button is not a safety architecture. It is the product demo for “we take this seriously.”