
Birdbuddy just launched 2 new smart bird feeders, and I got to try them early
THE SO WHAT
Smart bird feeders like Birdbuddy’s new Nook and Home are another example of niche consumer IoT where the real product is the app and data, not the hardware. If you’re building in this space, retention will come from software features — identification, sharing, community — more than incremental gadget tweaks.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationNeed Landing Zone For Capex Estimates: Karoui
Meta’s ~$825 billion in future leases and contracts—much of it for compute and infrastructure—underscores how AI capex is becoming a multi-decade liability, not a discretionary budget line. If your business depends on hyperscaler economics, assume their pricing and capacity decisions will be driven by these locked-in obligations, not your workload preferences.
Tech & InnovationInside the Exclusive Nathan Fielder Interview
Media that blends tech-billionaire promises, cultural figures, and election-adjacent threats is a reminder that tech narratives are now political terrain. For operators, the reputational risk surface around partnerships and campaigns is widening—brand, policy, and comms need a shared map.
Tech & InnovationRemain Bearish on Long-Term Treasuries: DoubleLine's Sherman
When Treasuries rally on fears about the AI trade and European turmoil, it’s a signal that AI-exposed equities are now a macro risk factor, not just a growth story. If your valuation or funding case leans heavily on AI multiples, plan for a world where rates and risk-off flows compress that premium fast.
Tech & InnovationPalantir chief: Europe must ‘accept some dependency’ on US tech
If European policymakers internalize that some dependency on US tech is inevitable, the practical shift will be from purity narratives to risk-balancing. For operators building in or selling into Europe, expect more nuanced sovereignty requirements — diversified vendors, data residency, and auditability over outright bans.