Linked List: December 2025

Sunday, 7 December 2025

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Russia Blocks FaceTime and Snapchat ★

Dasha Litvinova, reporting for the AP:

Russian authorities said Thursday they have imposed restrictions on Apple’s video calling service FaceTime, the latest step in an effort to tighten control over the internet and communications online. State internet regulator Roskomnadzor alleged in a statement that the service is being “used to organize and conduct terrorist activities on the territory of the country, to recruit perpetrators (and) commit fraud and other crimes against our citizens.” Apple did not respond to an emailed request for comment.

The Russian regulator also announced that it has blocked Snapchat, a messaging app for sharing photos, videos and text messages, citing the same grounds it gave for restricting FaceTime. It said that it took the action Oct. 10 even though it only reported the move on Thursday.

I’m sure the crime rate in Russia will soon plummet. (I’m curious why iMessage isn’t blocked too.)

One Last Note on Tiimo: What’s the Deal With That Icon? ★

One small update I just appended to my piece Friday taking a look at the winning apps from this year’s App Store Awards:

Lastly, I have questions — some really hard questions — regarding Tiimo’s app icon. Such as, “What is that?”

Perhaps it got picked because it makes Apple’s new OS 26 icons look good by comparison?

Friday, 5 December 2025

Dithering: ‘Alan Dye Leaves Apple’ ★

Dithering is my and Ben Thompson’s twice-a-week podcast — 15 minutes per episode, not a minute less, not a minute more. It’s a $7/month or $70/year subscription, and included in the Stratechery Plus bundle (a bargain). This year our CMS (Passport — check it out) gained a feature that lets us make some episodes free for everyone to listen to on the website. Today’s episode, regarding Alan Dye leaving Apple for Meta, seems like a good one to do that with. (And, once again, this month’s album art serendipitously captures my mood.)

Give it a listen. Subscribe if you enjoy it.

Apple’s Succession Intrigue Isn’t Strange at All ★

Aaron Tilley and Wayne Ma, in a piece headlined “Why Silicon Valley is Buzzing About Apple CEO Succession” at the paywalled-up-the-wazoo The Information:

Prediction site Polymarket places Ternus’ odds of getting the job at nearly 55%, ahead of other current Apple executives such as software head Craig Federighi, Chief Operating Officer Sabih Khan and marketing head Greg Joswiak. But some people close to Apple don’t believe Ternus is ready to take on such a high-profile role, and that could make a succession announcement unlikely anytime soon, said people familiar with the company.

Nothing in the rest of the article backs up that “some people close to Apple don’t believe Ternus is ready” claim, other than this, several paragraphs later:

And while his fans believe Ternus has the temperament to be CEO, many of them say he isn’t a charismatic leader in the mold of a Jobs. He has also had little involvement in the geopolitical and government affairs issues that dominate most of Cook’s time these days. On a recent trip to China, for example, Apple’s new COO, Sabih Khan, accompanied Cook to some of his meetings.

No one else in the history of the industry, let alone the company, has the charisma of Steve Jobs. And while I think Polymarket has the shortlist of candidates right, I also think they have them listed in the right order. Sabih Khan probably should be considered an outside-chance maybe, but the fact that he accompanied Cook to China doesn’t make me think, for a second, that it’s in preparation to name him CEO. If Khan were being groomed to become CEO, he’d have started appearing in keynotes already. It’s silly to slag Ternus for not having the charisma of Steve Jobs, when Ternus has been a strong presence in keynotes since 2018, and in the same paragraph suggest Khan as a better option, when Khan has never once appeared in a keynote or public appearance representing Apple.

Some former Apple executives hope a dark-horse candidate emerges. For example, Tony Fadell, a former Apple hardware executive who coinvented [sic] the iPod, has told associates recently that he would be open to replacing Cook as CEO, according to people who have heard his remarks. (Other people close to Apple consider Fadell an unlikely candidate, in part because he was a polarizing figure when he worked at the company. Fadell left Apple in 2010.)

The parenthetical undersells the unlikelihood of Fadell returning to Apple, ever, in any role, let alone the borderline insanity of suggesting he’d come back as Cook’s successor.

It has become one of the strangest succession spectacles in tech. Typically, the kind of buzz that is swirling around Cook occurs when companies are performing badly or a CEO has dropped hints that they’re getting ready to hang up their spurs. Neither applies in Cook’s case, though.

There’s nothing strange about it. Apple has a unique company culture, but so too do its peers, like Microsoft, Amazon, and Google. And just like at those companies, it’s therefore a certainty that Cook’s replacement will come from within the company’s current ranks. Polymarket doesn’t even list anyone other than Ternus, Federighi, Joswiak, and Khan.

As for hints, there is not much need for any hint beyond the fact that Cook is now 65 years old and has been in the job since 2011. But the high-profile multi-source leak to the Financial Times is a pretty obvious fucking additional hint.

Lisa Jackson on The Talk Show Back in 2017 ★

This interview was both interesting and a lot of fun. Worth a listen or re-listen.

Apple Announces a Few Other Executive Transitions ★

Apple Newsroom, yesterday:

Apple today announced that Jennifer Newstead will become Apple’s general counsel on March 1, 2026, following a transition of duties from Kate Adams, who has served as Apple’s general counsel since 2017. She will join Apple as senior vice president in January, reporting to CEO Tim Cook and serving on Apple’s executive team.

In addition, Lisa Jackson, vice president for Environment, Policy, and Social Initiatives, will retire in late January 2026. The Government Affairs organization will transition to Adams, who will oversee the team until her retirement late next year, after which it will be led by Newstead. Newstead’s title will become senior vice president, General Counsel and Government Affairs, reflecting the combining of the two organizations. The Environment and Social Initiatives teams will report to Apple chief operating officer Sabih Khan. [...]

Newstead was most recently chief legal officer at Meta and previously served as the legal adviser of the U.S. Department of State, where she led the legal team responsible for advising the Secretary of State on legal issues affecting the conduct of U.S. foreign relations.

Monday’s announcement that AI head John Giannandrea is retiring and the hierarchy for AI related projects being further reshuffled under software head Craig Federighi was significant, but not surprising, given how things went this year for Apple with AI.

Wednesday’s announcement that VP of design and Liquid Glass frontman Alan Dye is leaving Apple for Meta was a shock, both inside and outside the company. As I wrote this week, I think it’s great news for Apple, but not by plan.

This news yesterday is just typical planned retirements. The timing is slightly unfortunate though. In the eyes of observers unfamiliar with the company, they might be misconstrued as signs of executive upheaval, occurring on the heels of the minor and major dramas of Giannandrea’s and Dye’s departures. The Jackson / Adams / Newstead transitions announced yesterday are nothing of the sort.

Jackson had a very nice run at Apple and carved out a rather unique position within the company. Apple’s environmental efforts expanded tremendously under her leadership. I’ve never met anyone with a bad word to say about her, and in my own interactions, found her downright delightful.

As for Adams, the responsibilities of Apple’s general counsel are generally far afield from my interests. The only two times I’ve mentioned her at DF were when she got the job in 2017, and a passing reference when the FBI sent a letter to Apple, addressed to Adams, in 2020 regarding the locked phone of a mass shooter in Pensacola, Florida. That’s a sign of a good run for a general counsel — it’s a job where no news is good news.

Lastly, I wouldn’t read anything into Newstead coming to Apple by way of Meta. But it is a bit funny that it was announced the day after Dye left Apple for Meta. She seems to have an excellent wide-ranging background to spearhead Apple’s government affairs. Her stint in the State Department was during the first (now seemingly sane) Trump administration, but she clerked for liberal Supreme Court Justice Stephen Breyer.

Netflix Agrees to Buy Warner Bros., Including HBO, for $83 Billion ★

Meg James, reporting for The Los Angeles Times (News+ link):

The two companies announced the blockbuster deal early Friday morning. The takeover would give Netflix such beloved characters as Batman, Harry Potter and Fred Flintstone.

Fred Flintstone?

“Our mission has always been to entertain the world,” Ted Sarandos, co-CEO of Netflix, said in a statement. “By combining Warner Bros.’ incredible library of shows and movies — from timeless classics like Casablanca and Citizen Kane to modern favorites like Harry Potter and Friends — with our culture-defining titles like Stranger Things, KPop Demon Hunters and Squid Game, we’ll be able to do that even better.”

Not sure Squid Game belongs in the same comparison as Citizen Kane, but the Warners library is incredibly deep. Stanley Kubrick’s post-2001: A Space Odyssey films were all for Warner Bros.

Netflix’s cash and stock transaction is valued at about $27.75 per Warner Bros. Discovery share. Netflix also agreed to take on more than $10 billion in Warner Bros. debt, pushing the deal’s value to $82.7 billion. [...] Warner’s cable channels, including CNN, TNT and HGTV, are not included in the deal. They will form a new publicly traded company, Discovery Global, in mid-2026.

I don’t know if this deal makes sense for Netflix, but Netflix has earned my trust. Netflix is a product-first company. They care about the quality of their content, their software, their service, and their brand. If you care about the Warner/HBO legacy, an acquisition by Netflix is a much, much better outcome than if David Ellison had bought it to merge with Paramount.

The LA Times article goes on to cite concerns from the movie theater industry, based on Netflix’s historic antipathy toward theatrical releases for its films. Netflix is promising to keep Warner Bros.’s film studio a separate operation, maintaining the studio’s current support for theatrical releases. I hope they do. I grew up loving going to the movies. I still enjoy it, but the truth is I go far less often as the years go on. Movie theaters shouldn’t be a protected class of business just because there’s so much affection and nostalgia for them. If they continue sliding into irrelevance, so be it. That’s how disruption, progress, and competition work.

Thursday, 4 December 2025

Alan Dye Comments on His Career Move in an Instagram Story ★

Straight/dumb quotation marks. Some default Instagram typeface. That period just hanging there, outside the closing quote. This is the post from the man who led Apple’s software design for a decade.

Not to mention the gall to use any quote from Steve Jobs, let alone this particular one, which is enshrined by Apple on the wall outside Town Hall at the old Infinite Loop campus in Cupertino, and provides the title for the splendid book published (in a delightful interactive version on the web, and in gorgeous limited print editions) by the Steve Jobs Archive and LoveFrom.

“Just figure out what’s next” for Alan Dye, after his supposedly wonderful accomplishments at Apple, is ... going to work for Meta? Jiminy H. Christ, that takes stones.

Wednesday, 3 December 2025

Louie Mantia on The Talk Show in July, Talking About Alan Dye and Liquid Glass ★

Back in July, I was lucky enough to have my friend Louie Mantia on The Talk Show to talk about Liquid Glass and (as I wrote in the show notes) “the worrisome state of Apple’s UI design overall”. This was probably my favorite episode of the show all year, and I think it holds up extremely well now that we’re all using Liquid Glass, across Apple’s platforms, in release versions.

Included in the show notes was a link to Mantia’s essay making his case against Dye’s decade-long stint leading Apple’s UI design teams, “A Responsibility to the Industry”, which began thus:

Firstly, I maintain that it makes absolutely no sense that Alan Dye has the power he has, because he simply has no taste. But what’s worse is that he wields that power so clumsily, so carelessly. And because it goes unchallenged, unchecked by someone higher than him, the entire industry suffers the consequences.

Here’s Mantia today, regarding the news of Dye leaving Apple for Meta:

And good riddance!!

Alan.app ★

Tyler Hall, just one week ago:

Maybe it’s because my eyes are getting old or maybe it’s because the contrast between windows on macOS keeps getting worse. Either way, I built a tiny Mac app last night that draws a border around the active window. I named it “Alan”.

In Alan’s preferences, you can choose a preferred border width and colors for both light and dark mode.

That’s it. That’s the app.

The timing of this is remarkably serendipitous — releasing an app named “Alan” to fix an obvious glaring design shortcoming in recent versions of MacOS just one week before Alan Dye left Apple. (See Michael Tsai for more on the app’s name, including a callback to Greg Landweber’s classic Mac OS extension Aaron.)

It’s worth following Hall’s “the contrast between windows” link, which points to his own post from five years ago lamenting the decline in contrast between active and inactive windows in MacOS. That 2020 post of Hall’s refers back to Steve Jobs’s introduction of Mac OS X 10.5 Leopard in 2007:

As I was preparing the above video for this post, I completely forgot there was a final feature about the new Leopard Desktop that was highlighted in that keynote.

Jobs took time out of a keynote to callout that it was now easier to tell which window is focused. At 1:29 in that clip, you’ll hear an outsized “Wooo!” from some of the audience just for this one improvement.

Jobs even prepared a slide, highlighting “Prominent active window” as a noteworthy new feature. In 2007, the increase of visual prominence for the active window, going from 10.4 Tiger to 10.5 Leopard, drew applause from the audience. But the level of visual prominence indicating active/inactive windows was much higher in 10.4 Tiger than in any version of MacOS in the last decade under Alan Dye’s leadership.

Nick Heer on Alan (the app, and, indirectly, the man):

I wish it did not feel understandable for there to be an app that draws a big border around the currently active window. That should be something made sufficiently obvious by the system. Unfortunately, this is a problem plaguing the latest versions of MacOS and Windows alike, which is baffling to me. The bar for what constitutes acceptable user interface design seems to have fallen low enough that it is tripping everyone at the two major desktop operating system vendors.

Nick Heer Obtained Video of Alan Dye’s Exit From Apple ★

That doesn’t look like one of the fancy Mitsubishi traction elevators at Apple Park, but otherwise, this jibes.

Alan Dye Leaves Apple for Meta, Replaced by Longtime Designer Stephen Lemay ★

Mark Gurman, with blockbuster news at Bloomberg:

Meta Platforms Inc. has poached Apple Inc.’s most prominent design executive in a major coup that underscores a push by the social networking giant into AI-equipped consumer devices.

The company is hiring Alan Dye, who has served as the head of Apple’s user interface design team since 2015, according to people with knowledge of the matter. Apple is replacing Dye with longtime designer Stephen Lemay, according to the people, who asked not to be identified because the personnel changes haven’t been announced.

Apple confirmed the move in a statement provided to Bloomberg News.

“Steve Lemay has played a key role in the design of every major Apple interface since 1999,” Chief Executive Officer Tim Cook said in the statement. “He has always set an extraordinarily high bar for excellence and embodies Apple’s culture of collaboration and creativity.”

It sounds like Dye chose to jump ship, and wasn’t squeezed out (as it seems with former AI chief John Giannandrea earlier this week). Gurman/Bloomberg are spinning this like a coup for Meta (headline: “Apple Design Executive Alan Dye Poached by Meta in Major Coup”), but I think this is the best personnel news at Apple in decades. Dye’s decade-long stint running Apple’s software design team has been, on the whole, terrible — and rather than getting better, the problems have been getting worse.

Tuesday, 2 December 2025

Look How They Massacred My Boy ★

Todd Vaziri, on the HBO Max Mad Men fiasco:

It appears as though this represents the original photography, unaltered before digital visual effects got involved. Somehow, this episode (along with many others) do not include all the digital visual effects that were in the original broadcasts and home video releases. It’s a bizarro mistake for Lionsgate and HBO Max to make and not discover until after the show was streaming to customers.

I decided to help illustrate the changes by diving in and creating images that might do better than words. The first thing I noticed is that, at least for season one, the episode titles and order were totally jumbled. The puke episode is “Red in the Face”, not “Babylon”.

So HBO Max not only ruined several episodes by “remastering” the wrong footage, but they both mis-numbered and mis-titled the episodes. Breathtaking ineptitude. Think about it. This is the entire raison d’être — streaming high quality movies and episodic series. That’s the one and only thing HBO Max does. And they have zero care or craft for what they do. They didn’t just do this to any show. They did it to one of the most cinematically beautiful and carefully crafted shows ever made.

Vaziri’s post, as is his wont, is replete with illustrated and animated examples of the mistakes in HBO’s versions compared to the correct originals available from AMC and iTunes. Vaziri notes:

The fun thing about this restoration mistake is that now we, the audience, get to see exactly how many digital visual effects were actually used in a show like “Mad Men”, which most would assume did not have any digital effects component. In this shot, not only were the techs and hose removed, but the spot where the pretend puke meets Slattery’s face has some clever digital warping to make it seem like the flow is truly coming from his mouth (as opposed to it appearing through a tube inches from his mouth, on the other side of his face).

HBO Max Butchers ‘Mad Men’ in Botched ‘Remastering’ ★

Alan Sepinwall, writing for Wired (News+ link in case Wired’s paywall busts your balls):

Last month, HBO Max announced a major new addition to its library. Not only would the streamer be adding Mad Men — a show that HBO execs infamously passed on back when Matthew Weiner was a writer on The Sopranos — but it would be presenting the period drama’s episodes in a new 4K remastering. This would, according to the press release, give “audiences and longtime Mad Men fans the opportunity to enjoy the series’ authentically crafted elements with crisp detail and enhanced visual clarity.”

As it turned out, there was perhaps too much clarity. Not long after the series went live on HBO Max, a screencap began floating around social media from a scene in the Season One episode “Red in the Face,” where Roger Sterling is vomiting in front of a group of horrified Sterling Cooper clients. When it aired — and in the version still available on AMC+ — seven men are onscreen, all of them wearing period-appropriate suits and ties. The HBO Max version, on the other hand, features two men who appear very out of place in 1960: crew members lurking in the background, feeding a hose to create the illusion that actor John Slattery is puking.

It’s not like the crew members are only partially on-screen, or out of focus far in the background. They’re right there. It’s glaringly obvious that no one at HBO Max even watched this. That’s how rotten the culture at Warner Bros. Discovery is. They obtained the rights to one of the greatest TV shows ever made (one that I personally hold alongside The Sopranos as my favorite ever), processed the episodes in some sort of “remastering” that did not need to happen, and didn’t even bother to watch the fucking new versions they produced before putting them on their service for the world to stream.

AMC+ has the entire original series, as originally broadcast, and it looks gorgeous. I bought all seven seasons from iTunes back in the day, and they look as good, if not better, in those versions. David Zaslav — a well-known idiot — should go to prison for this.

Apple to Resist Order in India to Preload State-Run App on iPhones ★

Aditya Kalra and Munsif Vengattil, reporting for Reuters:

Apple does not plan to comply with a mandate to preload its smartphones with a state-owned cyber safety app and will convey its concerns to New Delhi, three sources said, after the government’s move sparked surveillance concerns and a political uproar.

The Indian government has confidentially ordered companies including Apple, Samsung and Xiaomi to preload their phones with an app called Sanchar Saathi, or Communication Partner, within 90 days. The app is intended to track stolen phones, block them and prevent them from being misused.

The government also wants manufacturers to ensure that the app is not disabled. And for devices already in the supply chain, manufacturers should push the app to phones via software updates, Reuters was first to report on Monday. [...]

Apple however does not plan to comply with the directive and will tell the government it does not follow such mandates anywhere in the world as they raise a host of privacy and security issues for the company’s iOS ecosystem, said two of the industry sources who are familiar with Apple’s concerns. They declined to be named publicly as the company’s strategy is private.

The second source said Apple does not plan to go to court or take a public stand, but it will tell the government it cannot follow the order because of security vulnerabilities. Apple “can’t do this. Period,” the person said.

To my knowledge, there are no government-mandated apps pre-installed on iPhones anywhere in the world. I’m not even sure how that would work, technically, given that third-party apps have to come from the App Store and thus can’t be installed until after the iPhone is configured and the user signs into their App Store Apple Account.

The app order comes as Apple is locked in a court fight with an Indian watchdog over the nation’s antitrust penalty law. Apple has said it risks facing a fine of up to $38 billion in a case.

This is another one of those laws like the EU’s DMA, where maximum possible fines are based on a percentage of global revenue. No one in India seems to actually be threatening any such fine, but it’s ludicrous that it’s even possible.

Monday, 1 December 2025

Gurman Pooh-Poohs Financial Times Report That Tim Cook Is Retiring in First Half of 2026 ★

Speaking of Apple executive HR news, in his Power On Bloomberg column last weekend, Mark Gurman pooh-poohed the Financial Times’s recent report that Tim Cook was likely to retire early next year (paywalled, alas, but summarized by MacRumors):

In October, I wrote that the internal spotlight on Ternus was “intensifying,” and that barring unforeseen circumstances he would be the leading candidate. But I didn’t put a date on when a change might happen. Then, around midnight two Fridays ago, the Financial Times published a report with three central claims: Apple is “intensifying” succession planning; Ternus is likely the next CEO; and Cook is expected to step down between late January and June.

The first two points are anything but revelations if you’ve read Bloomberg coverage and Power On, or have simply been paying attention to the realities of Cook’s age and tenure. The timing, however, is another matter entirely. It’s a huge deal that the FT did this: A respected publication should only predict the CEO transition date for a company of Apple’s scale with a high level of confidence — based on people legitimately in the know.

This is where I have concerns. Based on everything I’ve learned in recent weeks, I don’t believe a departure by the middle of next year is likely. In fact, I would be shocked if Cook steps down in the time frame outlined by the FT. Some people have speculated that the story was a “test balloon” orchestrated by Apple or someone close to Cook to prepare Wall Street for a change, but that isn’t the case either. I believe the story was simply false.

They can’t both be right. Either the Financial Times or Bloomberg and Gurman will have a serving of claim chowder no later than June. But as Gurman points out, the only disagreement in their reporting is regarding timing: soon vs. soon-ish.

It could be that we see something like the following next year. Current board chairman Arthur Levinson turned 75 this year, the suggested age limit for Apple Board members. So maybe he rides off into the sunset and Apple names Cook, who already has a seat on the board, executive chairman. Maybe in February, ahead of Apple’s annual shareholder meeting. Then, in the second half of the year, Cook steps down as CEO, Ternus takes the CEO job, and Cook remains chairman of the board for the next decade or so. One change at a time, with a drip-drip series of leaks to trusted business news publications, like the one to the Financial Times last month — seemingly from the board itself — to make none of it come as a surprise.

I don’t think the leak — from multiple sources — to the FT was a “test balloon” (cue John Siracusa on ATP 666 regarding “trial balloon” being the correct idiom). It was more of a “heads up, this is what’s coming”.

John Giannandrea Is Out ★

Apple Newsroom, “John Giannandrea to Retire From Apple”:

Apple today announced John Giannandrea, Apple’s senior vice president for Machine Learning and AI Strategy, is stepping down from his position and will serve as an advisor to the company before retiring in the spring of 2026. Apple also announced that renowned AI researcher Amar Subramanya has joined Apple as vice president of AI, reporting to Craig Federighi. Subramanya will be leading critical areas, including Apple Foundation Models, ML research, and AI Safety and Evaluation. The balance of Giannandrea’s organization will shift to Sabih Khan and Eddy Cue to align closer with similar organizations.

After the fiasco around Apple Intelligence and the “more personalized Siri” features — which were announced at WWDC in June 2024, but postponed until 2026 in a tail-between-their-legs announcement in March 2025 — and the executive reshuffling immediately after that delay was announced that put Mike Rockwell in charge of Siri and moved all or most of Apple Intelligence and Siri under Craig Federighi, it would have been much more surprising if Giannandrea had stayed at Apple. In fact, I’m surprised he wasn’t out before WWDC this past June.

I don’t think we need to wait for additional details to know that he was squeezed out. If, as Mark Gurman reported back in March, “Tim Cook has lost confidence in the ability of AI head John Giannandrea to execute on product development”, why was he still there?

As for Subramanya, according to his LinkedIn profile, he was at Google for 16 years, and left to join Microsoft only five months ago. Either he didn’t like working at Microsoft, or Apple made him an offer he couldn’t refuse (or, perhaps, both).