Bose Lifestyle Takes a Shot At Sonos - DTNS 5262

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2:14This is the Daily Tech News for Tuesday, May 5th, 2026. We tell you what you need to know, give you the important context of all of it, and help each other understand. And yes, today, all the AI companies are talking to the U.S. government and Apple might switch chip makers. But also, Bose released a trio of new lifestyle smart speakers, and they are honing in on Sonos. Take that, Sonos. Take that, Sonos. I'm Jason Howell. I'm Todd Merritt. We're going to start with what you need to know with a big story.

2:47Sonos getting its lashes from Bose. That's the top story today. Bose bringing back its lifestyle brand with a three-piece smart speaker lineup, offering whole home audio. That, like we said, competes directly with Sonos Systems, which we're going to talk about. The Bose Lifestyle Ultra speaker, single standalone speaker. It can work standalone. It can also, you know, you can get a couple of them, put them into a stereo pair, or you could scale it up and fill out your entire home theater system. But it's going to set you back. Each speaker costs$349. And then the Lifestyle Ultra Soundbar,$1 ,099, so$1 ,100.

3:29Atmos compatible there with a matching Lifestyle Ultra subwoofer that costs another additional$900, basically,$899. Each speaker has multiple finishes. So, you know, a large part of this is because of the name, right? Lifestyle. It's meant to kind of fit into your furniture and fit into your living room and not seem as much like an extra piece of technology that doesn't kind of fit the aesthetic that you have. So you've got beige, black, white. None of those are really out of the realm of the normal approach that we normally see with these technologies. But that's what they're trying to hint at here is, you know, it's just going to fit into your lifestyle.

4:09So let's see here. Support for Apple Airplay, Google Cast, Spotify Connect, Bluetooth, Wi-Fi. There's a line import if that's important to you. And the speakers are the first third party speakers. at least Bose is creating the first third-party speakers to support Alexa Plus. Ah, the Plus. The Plus, right. The first of many, or I don't know. The Verge noted that the smaller Ultra speaker, that is the$350 speaker, when they listened to it at an event last week, impressive, said that it has a lot of sound, a very big sound, very clear for the size. The Ultra has a front-firing woofer and a front-firing tweeter, And then it also has a top firing driver that Bose is using along with its own special software processing to enhance music.

5:00So it's not just like an Atmos like channel. It's meant to kind of like make music sound a little bit more engulfing, I guess. There's also a rear bass port on the ultra speaker cabinet. So there you go, Bose. These are priced like Bose and priced like Sonos for that matter. So if you're looking for the best speaker for the money, these are not it. And if you're one of the people who is legitimately critical of Bose's sound quality, saying, I don't think it is good enough for their price, I don't know that that changes, even with The Verge saying, hey, they sound great. So jury's still out on all of that.

5:39But it's kind of a compelling packaging when you consider like, hey, whatever you want to play, you can play. We're not locking you into an ecosystem. You're in Apple, you're in Google, you're in Spotify. You can put it here. We've got an HDMI port. It has ARC and eARC. Plug it into your television. If you get the soundbar, that makes sense. Then you can add the woofer or not. That's up to you. It's a pretty compelling package otherwise. And I think they also said that while they're starting with Amazon, and if you're like, wait, I know lots of speakers have Amazon's voice assistant in them, this is the plus.

6:14This is the first to have the really friendly sounding smart one. And they also said they're open to working with others. They sort of didn't say Gemini's name or ChatGPT or any of the rest, but they said, hey, whoever wants to be in our system, we are happy to work with, which I think I like to hear that as well. Like whatever casting, whatever voice assistant you want to use, buy the Bose and you can use it. It's very compelling to me. Yeah. And it's not just that kind of interoperability either. One strength is the ability to group the speakers with non-Bose speakers as well. So a lot of flexibility in here.

6:53Again, kind of targeting, you know, my wife has a Sonos setup at her business. She has three speakers. And, you know, pretty regularly as we interact with those, you know, month by month, I hear about her frustrations that kind of tie into what these Bose speakers seem to be tackling from the kind of, no, we're open. We work with everything. We want to be a flexible solution compared to Sonos, which is really kind of like more the walled garden sort of approach. But the one thing that I'm curious to see in road testing of these, and maybe we need to do a live with it on them, is this amount of cross-platform compatibility often means lots of cross-platform bugs, like things losing connection.

7:40I have a Vizio soundbar that just every two months loses HDMI eARC connectivity for no apparent reason. I have to turn it off, turn it on again, then it's fine. Those kinds of bugs will show up. So I'm curious how reliable it is in being able to support all these different connectivities, but on paper, I love it. Yeah, yeah, yeah. And that also goes for how you're streaming because I know that there's a lot of, I saw anyways, I haven't experienced it firsthand, but I saw a lot of complaints about Bose software and apps and stuff. And one of the strengths of this set is that they stream directly from the apps you're using.

8:22You don't necessarily have to use Bose app. And that's another kind of straight line I can draw to Sonos in frustration. because, oh my God, that app system experience is just awful on a regular basis. Yeah, the Bose Ultra app is just for like settings, right? It's not for anything else. It's not for daily use. You don't have to go in there to play music. You don't have to go in there to do these things. And on Sonos, sometimes it feels like you do. Yeah. Well, folks, we love hearing from you. We love you supporting us. The show is made possible almost entirely by you, the listener. Big thanks to our top supporters like Brad, Kevin Morgan, Paul Thiessen, and Carl Maynor, and every other one of you.

9:10Thank you both.

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11:56All right, plenty more we need to know today. Let's get to the briefs. Yeah, this one is intriguing. Apple reportedly in early talks with Intel and Samsung to manufacture its main device chips. So that's your Apple Silicon, your M series, your A series chips, the stuff that goes into the iPhone, the iPad, the Mac. This is according to Bloomberg's sources and would mark a potential break from TSMC's dominance of being the sole producer of Apple Silicon. It's not like they'd stop using TSMC, but it would diversify things. Apple executives have visited a Samsung foundry site in Texas as part of the exploration.

12:35Bloomberg stresses this is preliminary. Apple could still ship near-term flagships like the iPhone 18 exclusively on TSMC's 2nm N2 process and likely will. Any Intel or Samsung production probably wouldn't start at the earliest in 2027, probably later. One piece of good news for Intel followers is that Intel's 14a node is being explored as a process that would be used for non-pro iPhones and probably not start until 2028. this doesn't mean they're mad at TSMC. This is Apple fulfilling its usual way of doing things, which is not having one supplier make all of the parts. And they've had to let TSMC make it because nobody else has been able to compete with TSMC.

13:23So the fact that Intel and Samsung are even in the conversation is good. On the other hand, Apple's just shopping right now. They're like, well, what you got? Show me what you got, Samsung. Show me what you got, Intel. that's different from taking it up to the checkout counter and say, yes, I will have the 14A node chips, please. Yeah. And I mean, Tim Cook just recently in their latest earnings call had mentioned that Apple has, and I think this is a direct quote, less flexibility in the supply chain than we would normally like. And so this kind of directly backs that up, right? Looking to, like you said, avoid a single sourcing of those key components, At the same time, Apple has a very longstanding relationship with TSMC.

14:07They know what to expect there. They know what they're getting. So a company like Apple is going to be pretty cautious on just jumping into bed with anybody. They're going to do their homework. They're going to figure that out because they have that comfort and familiarity with TSMC. That's why they got themselves in that position, right? TSMC can give them the yields, can give them the Utega. It's not just about the process. It's also like the reliability, the quality, the yields and all of that stuff. Yeah, yeah, indeed. Well, in other big news, today's just one of those days. Google, DeepMind, Microsoft, and XAI have signed new agreements with the U.S.

14:44Commerce Department's Center for AI Standards and Innovation that give the federal government early access to their most advanced AI models. for, you can imagine, security testing, that sort of stuff in the mythos era that we find ourselves in ahead of public release. Previously, OpenAI and Anthropic had cut similar deals, which have been renegotiated to align with the AI action plan. The New York Times and Wall Street Journal say that the U.S. president is considering an executive order to formalize an official review process as well. According to CAISI, the center has already run more than 40 evaluations.

15:25That includes on unreleased frontier models, testing them in classified environments. They're getting input there from an interagency task force called trains or testing risks of AI for national security. I kind of like playing with trains. So I'm going to go. So do these books. Yeah, exactly. Meanwhile, kind of on a separate but related note, DeepMind's UK K staff voted to unionize last month after reports that Google was closing a classified Pentagon AI deal that we've talked about that would allow broad military use of Gemini and other models. I think all of this news is ripe with areas to misunderstand.

16:09Sure. One of the reasons I think we wanted to bring up the DeepMind stuff is that this isn't related to the AI stuff. They're both breaking the same day. And it would probably be easy in your head to say like, oh, because of the AI being approved by the U.S. government, the DeepMind staff wants to unionize. And it's separate things. It's military contracts and it's DeepMind staff saying, you know, we want to unionize so that we can have a voice, a stronger voice about whether you should be dealing with the U.S. military or not. But separately, and I think I probably disagree with some people out there who know what they're talking about, so maybe I don't know what I'm talking about.

16:47I think this deal is being exaggerated. The fact that you have three makers, including Google, probably one of the biggest, joining Anthropic and OpenAI and saying, yes, we would like an agency of the government to review these and give us feedback on reliability and security is a pretty mundane thing. It's like somebody who makes strawberries saying, we've worked with the FDA, and now they come in and look at our strawberry process and advise us on ways to improve it. That's different than the FDA is going to fine us. And I think given the political climate, a lot of people are projecting a lot of things on this, which we are understandable about.

17:33Well, if they do that, then they could do this and they could do that. And maybe they could, but that's not what's going on here. The open AI and anthropic thing has been going on for a long time. And especially considering that Anthropic has all these other problems with the Department of Defense, and they've been very kind of uncontroversially going along with this. I think this really is just a standards agency. It's the kind of thing government does well, which is like, we have some experts on board. We have some concerns about security. We'll look at your models and give you feedback and say, hey, this is great.

18:06Now, I think the other thing that people get their backup about is an executive order that would formalize this. Because it sounds like passing a law. And I think we have to remind ourselves in this day and age that executive order is not a law. And a possible executive order is a lot different than one that has been signed. And so we can't really say what's going to be in it until it's signed. And so it sounds to me like what they plan to do is formalize the process to ask that everybody who makes a model of a certain level or a certain usage get reviewed. Could that be weaponized against Chinese models?

18:43Absolutely. Will it be? Probably. But let's wait to see what the language of the order is before getting into a lot of that speculation. On the face of it, this is a very modern situation that I find myself in all the time is resisting the panic to be like, yeah, in this case, it might just be the government doing government things, which I know never gets the headlines. But I'm not too worried about this one at this point, given what I actually know. Well, yeah, and especially like what came to mind as I was kind of reading through this is, you know, we've heard for the last couple of years with the rate of change and the rate of innovation and artificial intelligence and everything.

19:28Lots of people saying, hey, AI needs some oversight. How do we slow things down without stunting the technology entirely? But how do we bring this into a responsible kind of environment for the development of AI that we are able to avoid whatever the harms are and everything like this? this would seem to be a switch, at least for the AI companies, away from the, or at least somewhat away from the, let's just ship it and see what happens. But it's not a switch. Open AI and Anthropik have been doing it for a long time, right? So that's the part that gets me. It's like, this isn't a law. Have been doing what, though?

20:05Have been doing the reviewing of like, hey, we'll give you the models and let you look at it and give us feedback on it. They're changing what kind of feedback is being given. but there's not a law. What we need is a law. We need a law to say, these are allowed, these are not, you know, sort of situation. This is more of a, we're going to give you advice, but the companies can do whatever they want with that advice. And they've been doing it. And yes, it's changing. And now more companies are on board, but this is, I feel like we're, we're, we're at the risk of combining two things. Like we need the government to come in and regulate AI.

20:42And that's not what this is, if that makes sense. At least, and again, I may be wrong about this, but from the outside looking in, to me, it feels like this is just a review board. And it could be the basis upon what you build more protections and regulation in the future. But I don't think that's what it is now. Well, you know what? If it becomes that, we'll certainly be talking about it. I imagine we probably will. uh analyst ming chi quo says that open ai is fast tracking development of a phone yeah remember we're like they're definitely not doing a phone oh ming chi quo says hold my analysis tablet uh they're doing a phone uh the aim would be to mass produce it i don't know if he has an analysis tablet but i was not wanting to make ming chi quo drink a beer this early uh he says they aim to mass produce it by the first half of next year quo sources say open ai may be using a customized MediaTek Dimensity 9600 chip.

21:40At least that's the way they're leaning. But they're also talking to Qualcomm, so they might be using Qualcomm components, maybe for the modems, or maybe they haven't quite decided and they're still considering Qualcomm for the chip. LuxShare Precision is supposedly favored to build the phone. LuxShare already assembles some iPhones, as well as the AirPods and the Apple Vision Pro for Apple. Kuo says the headline spec will be an image signal processor. That will be the thing that differentiates this. It's going to be a really good image signal processor with an enhanced HDR pipeline to make it really good at real world sensing.

22:12They'll also have two different processors, one for vision, one for language, so that they can be extra fast on both of those. So those would be on separate processors. This is all very reliable Ming-Chi Kuo speculation, not OpenAI announcing. So I always look at this as this is probably true right now, but OpenAI hasn't made all the decisions or started building anything. So it could still change. I mean, all these companies are building a million things and half of them, if not many, many more percentage never make it to announcement or release. So I'm not surprised at all to know that OpenAI is exploring a smartphone form factor for AI hardware, because let's face it, we all have one in our pocket.

22:54And right now that's how most people probably use a lot of these models is with the thing that's in their pocket. So why wouldn't they explore that? You know, I think the big question here continues to be like, how does that device differentiate itself from the smartphones that we have that do all these things already? Like, what is the special sauce on that, the image processing? Like, that's interesting, that's compelling, and I can understand why that would be really useful for, you know, what they might want to leverage with on-device AI agents and multimodal capabilities and all that kind of stuff.

23:31But I mean, what we have right now is pretty darn capable in that regard too. So I'll be curious to see where this goes. I'm not surprised at all. Is this, do you think, I mean, this is pure speculation, is this the Johnny Ive, one of the many Johnny Ive projects? I wonder, that is a question I have, because it makes sense to me that if you control the software stack and the operating system, you can do more with your agent. than you can on a phone. So I could see OpenAI saying like, your agent's going to be so much powerful on our full stack than it would be shoehorned into Android or iOS. That makes perfect sense to me.

24:06Is this a Johnny Ive thing? Is he like going, well, okay, I can design a phone. I didn't think we were going to do phones, but sure. Here I am again. Or is it a separate thing where they're like, no, Johnny, you stay in your white room and design something totally outside of the box, sign the next thing, stay in your box and design something outside of the box. Well, while we do a phone to kind of get us by, I don't know. I can't tell from the outside. Yeah, it's yeah, it's impossible to know. But I am curious to see what they come up with. Yeah, me too. If you have a thought about what they're going to come up with, tell us in our discord.

24:40We have great conversations in there. They were talking a lot about breakfast this morning. But you know, there's a lot of technology talk that goes on as well. You can join our Discord by linking it to a Patreon account. Just become a patron at patreon.com slash DTNS.

24:59Taking care of your eyes shouldn't be a hassle. That's why Warby Parker is a one-stop shop for all your vision needs. Our prescription glasses and sunglasses are expertly crafted and unexpectedly affordable. Stop by a nearby store or use our app to virtually try on frames and get personalized recommendations. Did we mention we offer eye exams and take vision insurance too? For everything you need to see, head to your nearest Warby Parker store or visit warbyparker.com today. That's warbyparker.com. Security program on spreadsheets, new regulations piling up, and audit dread? It's time for Vanta.

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26:01All right, now we have some quick headlines that are good to know might make you look smarter in the future. Yes, SID Display Week happening and Samsung Display showcased its Flex Chromapixel OLED screen. that reaches 3 ,000 nits of brightness, covers 96 % of the BT 2020 color space, and has a 6.8-inch sensor OLED that is capable of measuring heart rate and blood pressure directly through the screen. If you are a monitor or a display nerd, that all is very exciting to you. If you're not, like, cool new display coming is what you need to take away from that. Yeah, and it's brighter, and it's far better color representation, and it does cool things through it that you couldn't do before.

26:46You can measure your heart rate by putting it on your face, maybe. Right. Anthropic launched 10 cloud-based agents that automate financial services. Does this sound familiar? Tasks like pitch deck drafting, financial statement review, compliance escalation. And as is no surprise to anybody who's been following this stuff, Wall Street reacted again by selling off some related stock. Oh, when do they not? Exactly. Valve, this is great news. Valve has imported roughly 135 tons of Chinese-made game consoles since February, which means that The Verge and others are looking at that and going, we hope this is them stockpiling Steam machines.

27:31Could be Steam decks. Could be Steam frame headsets. But that's a lot of game consoles. Hopefully it's not all Steam decks, because we really would like the Steam machine. Yeah, yeah. I don't know. I think it's pretty plausible. Apple's upcoming iOS 26.5 update turns on end-to-end encryption for RCS chats between iPhone and Android users by default on supported carriers. So you need that. It is a beta feature. It's going to get a wider rollout sometime in the near future. We're almost there. I know, right? Then we can stop talking about it. And just use it and have it work. Yeah. Meta is using some of its generative models to estimate users ages with visual cues, like looking at the height and bone structure to add to the signals they take into account to determine whether you're actually younger than 13 or not.

28:25And if you are, keep you from getting an account. If you're a teen, route you into protected teen profiles. And Facebook has gone to great lengths to explain this is not facial recognition. They're not telling who the person is. They're just saying the boom structure looks like a 12-year-old or whatever. Okay. I'm sure it's probably pretty effective at that. Coinbase is cutting 700 jobs. That's 14 % of its staff shrinking its corporate structure to eliminate, quote, pure managers, the purest managers. As CEO Brian Armstrong says, the company is responding to market conditions and optimizing the company's operations for the AI area.

29:07That's the part that you knew. Every layoff is going to say that, whether it's true or not. And certainly the tanking of Bitcoin hasn't been great for Coinbase. A nonprofit research organization, the National Bureau of Economic Research, I make a point of saying this is a research organization. It's not an arm of any government, and it's nonpartisan as well, is publishing a study on the effects of school cell phone bans. They looked at 40 ,000 schools between 2019 and 2026 and found little evidence of effects on school attendance, self-reported classroom attention, or perceived online bullying because of the bans.

29:46Interesting. Sounds like a pretty comprehensive study there, too. So that's interesting. I'll have to read into that. Thanks to CWBasden in our subreddit, Ouster unveiled its Rev8 native color LIDAR lineup. So it's fusing 48-bit color imaging and long-range 3D sensing all onto a single chip that essentially means like autonomous vehicles, drones, and robotics don't have to use separate cameras and LIDARs. they can kind of combine it into one. It's like chocolate and peanut butter. Oh, that's very efficient. Chocolate in your peanut butter is also very efficient. Yeah, delicious. And this one made me smile today.

30:25NetHack got an update. And it's not just a minor one. It's the first major update since probably 3.6 came out in 2015. It adds C99 open standard compliance for C++ if you're interested, but also four new monsters, the ability to revive an egg by applying royal jelly, And now when you wear a wet towel, it reduces damage from a poison cloud. Wow. Okay. I understood maybe 10 % of that. Oh, you understand reviving an egg by applying royal jelly. That's just, everybody understands. It sounds interesting. Everybody understands putting a wet towel on will reduce damage from a poison cloud. Come on. Sounds kind of messy.

31:05We end every episode of DTNS with some shared perspectives. Today, M. Schultz and Ava have some questions. Yeah, a little longer email segment today because we have more to talk about. M. Schultz weighed in on the Notepad Plus Plus for Mac saga, said, I think Rob hit the nail on the head when he said scammer is going to scam. But I'd respectfully suggest that the real story here isn't the scammer. It's the media channeling some Justin Robert Young here. It is sad that so many established tech publications reported this as an official native release without verification by taking a polished, unauthorized website at face value.

31:37these outlets essentially acted as the megaphone that allowed the misinformation to spread in the first place. Now, Notepad++ for Mac is not a scam. I know Rob said scammer is going to scam, but he was not accusing it of being a scam. What did happen, if you missed it yesterday, is that Don Ho, who's developed Notepad++ since like the early 2000s, said, I never gave them any cooperation on this, they're using the name and the trademark without my permission. Notepad++ is an open source project under the GPL. So what we have is a very good fork. This is a usable app. It's not an app that doesn't do anything.

32:19It's not trying to fool you. It does everything Notepad++ does. It just does it on Mac, right? So they took the source code and they ported it. Ars Technica's Andrew Cunningham has an excellent rundown of the entire situation. It has now been renamed to NextPad++, and Cunningham explains that he thinks it's a thoughtful community port because it supports macOS versions back to 11.0. Big Sur, NextPad++ developer Andrei Letov answered questions from Ars Technica. They asked him, did you do any vibe coding with this? And he's like, yeah, I primarily use Claude CLI with some customizations to run multiple agents, Codex plugin for VSS.

33:00I also use Beads. I run some agents that scan for issues and general issues reported list and create options to implement features and fixes. And I usually review most and decide on the path myself. Also, user interfaces are not as easily tested by AI as backend code. And some things have to be thought through and build iteratively. So yes, he's using the tools, but he is also involved in it. So if you want to be like, Oh, it's AI slop. It's not. It's a, it's a usable, real, program. What Cunningham says is, yeah, but if it's one guy vibe coding, when does he get bored and stop working on it? That's the difference.

33:40Notepad++ for Windows has been reliable and you know it's always going to be there. This is new, so we don't know that. And of course, let us use Notepad++ without permission. He sent a note to Don Ho at Notepad++, didn't hear back, and then just went ahead and used the name. And now that they have conversed, he is changing it to next pad plus plus but i don't know what you think of of all of this jason it sounds like ledov is just very excited and didn't want to wait uh and and also i think yeah yeah and i think cunningham's right is like there's nothing wrong with this app but if you want to make sure it will always be supported there's no guarantee of that either yeah that that longer term support is is a real question but hey you know So I've never developed anything to this level before.

34:30I really have developed very little. But I imagine when you capture, be it positive or negative, and I don't know whether this is a positive or negative kind of media kind of attention on this new app. But when you get that attention, you get users. hopefully that means that it opens up a window for you to, oh, wow, this is what I do right now, and this is what I do now, and potentially that support extends for a long period of time. But you just don't know, right? Like, he could hit a point to where he's just like, okay. And Notepad++ is an open source thing. That's true. There are other ways you could have done this.

35:07Granted, they probably would have taken longer, but it's not impossible that you could have gotten Don Ho to agree to say, yes, I will officially anoint this as Notepad++ for Mac. But one of the things he said in the back and forth was like, I don't know whether to trust your binaries and I don't have time to test them. So it sounds like maybe that wasn't an option. And trust me, it takes a lot to maintain these open source projects. I know that. And so I don't blame Don for saying like, yeah, I don't have time to verify that. That's not a thing I'm going to do. So don't call it mine. That seems perfectly reasonable.

35:45And then Eva asked, how does GameStop still have this much money to buy eBay? You guys talked about yesterday. And the answer, Eva, is nobody knows. In fact, we're kind of sure they don't. uh bloomberg reports that gamestop ceo ryan cohen said that the offer was 50 cash and 50 gamestop stock but that math does not math because gamestop's market cap is 10.7 billion which is not enough to make up half of the 56 billion dollars they offered uh gamestop has said it has a highly confident letter from td bank to provide about 20 billion in debt financing for the takeover. That's still not enough to get you to 56 billion.

36:29Everyone else is guessing that, you know, it could come from private equity or maybe Cohen is trying to get a bunch of press so he can entice some investors to join him. And that's how he's going to get the money or something like that. But that is a very pertinent question, Ava. It is. Yeah. And that last part is kind of where my mind is at on this. You know, to a certain degree, he came out with this thing that he knew was going to catch people by surprise as it did. And if he can make a strong enough case, potentially that starts to pull in more interesting. Yeah, it's chicken and eggs sort of thing.

36:59Yeah, yeah, absolutely. I think you're probably right. Well, folks, these are great questions. Love getting insights. In fact, if you're like, actually, I think I know what the deal is with something, send it to us, feedback at dailytechnewsshow.com. Love it. Thanks to M. Schultz and Eva for contributing to today's show. And thank you for being along for Daily Tech News Show. You can keep us in business, I got to do is become a patron. It's right down there, patreon.com slash DTNS. We'll see you tomorrow. Bye. Bye.

37:30The DTNS family of podcasts. Helping each other understand. Diamond Club hopes you have enjoyed this program.

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