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VCs discuss why most consumer AI startups still lack staying power

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Even three years after the generative AI boom started, most AI startups are still making money by selling to businesses, not individual consumers.

Although consumers quickly adopted general-purpose LLMs like ChatGPT, most specialized consumer GenAI applications have yet to resonate.

“A lot of early AI applications around video, audio, and photo were super cool,” said Chi-Hua Chien, co-founder and managing partner at Goodwater Capital, onstage at TechCrunch’s StrictlyVC event in early December. “But then Sora and Nano Banana came out, and the Chinese open sourced their video models. And so, a lot of those opportunities disappeared.”

Chien compares some of those applications to the simple flashlight, which was initially a popular third-party download after the iPhone launched in 2008 but was quickly integrated into iOS itself.

He argued that, just as it took a few years for the smartphone platform to solidify before game-changing consumer apps emerged, AI platforms need a similar period of “stabilization” for lasting AI consumer products to flourish.

“I think we’re right on the cusp of the equivalent to mobile of the 2009-2010 era,” Chien said. That period was the birth of massive mobile-first consumer businesses like Uber and Airbnb.

We could be seeing inklings of that stabilization with Google’s Gemini reaching technological parity with ChatGPT, Chien said.

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Elizabeth Weil, founder and partner at Scribble Ventures, echoed Chien’s sentiment about the early days of GenAI, describing the current state of consumer AI applications as being in an “awkward teenage middle ground.”

What will it take for consumer AI startups to grow up? Possibly a new device beyond the smartphone.

“It’s unlikely that a device that you pick up 500 times a day but only sees 3% to 5% of what you see is going to be what ultimately introduces the use cases that take full advantage of AI’s capabilities,” Chien said.

Weil agreed that a smartphone may be too limiting for reimagining consumer AI products in large part because it is not ambient. “I don’t think we’re going to be building for this in five years,” she said, indicating her iPhone as she showed it to the audience.

Startups and incumbent tech companies have been racing to build a new personal device that can supplant smartphones.

OpenAI and Apple’s former design chief, Jonny Ive, are working on what’s rumored to be a “screenless,” pocket-sized device. Meta’s Ray-Ban smart glasses are controlled by a wristband that detects subtle gestures. Meanwhile, a number of startups are trying, with often disappointing results, to introduce a pin, pendant, or ring that uses AI in a way different from how smartphones do.  

However, not every AI consumer product will be dependent on a new device. Chien suggested that one such offering could be a personal AI financial adviser customized to the user’s specific needs. Similarly, Weil anticipates that a personalized, “always-on” tutor will become ubiquitous, with its specialized tutelage delivered directly from a smartphone.

Though excited by AI’s potential, Weil and Chien expressed skepticism about the emergence of several, still-stealthy AI-powered social network startups. Chien said these companies are building networks where thousands of AI bots are interacting with the user’s content.

“It turns social into a single-player game. I’m not sure that it works,” he said. “The reason that people enjoy social networking is the understanding that there are real humans on the other side.”



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Ford is rebooting the F-150 Lightning as an EREV with a gas generator

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Just last month, Ford seemed to be on the brink of the F-150 Lightning. Today, the vehicle manufacturer plans to reboot the truck as a hybrid. This next generation of the F-150 Lightning will contain Extended Range Electric Vehicle. An EREV is similar in concept to a plug-in hybrid but with a larger battery that’s topped up by a gas generator — the powertrain itself is all electric. This next generation of the F-150 Lightning will offer an estimated range of more than 700 miles. Production will end this year on the current F-150 Lightning models.

This revamp of the F-150 Lightning is part of Ford’s latest approach to electric vehicles. The company that by 2030, half of its global volume will be comprised of hybrids, extended-range EVs and electric vehicles, compared with 17 percent today. “As part of these actions, Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs and regulatory changes,” the company’s press release states. Ford will also swap its planned electric commercial van for North America with a new, affordable commercial van that has both gas and hybrid options. The company anticipates seeing a $19.5 billion negative impact for this pivot away from EVs.



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What’s new in Android’s December 2025 Google System Updates

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The monthly “Google System Release Notes” primarily detail what’s new in Play services, Play Store, and Play system update across Android phones/tablets, Wear OS, Google/Android TV, Auto, and PC. Some features apply to end users, while others are aimed at developers.

The following first-party apps comprise the “Google System”:

To update, open the Settings app > tap your name at the very top for “Google services” (on Pixel) > All services tab > Privacy & security > System services.

A feature appearing in the changelog does not mean it’s widely available. Some capabilities take months to fully launch.

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Google Play services v25.49 (2025-12-15)

Developer Services

  • [Phone] New developer features for Google and third party app developers to support Account Management related processes in their apps.

Device Connectivity

  • [Phone] With this feature, you can get prompts to allow access for nearby devices.

Google Play Store v49.3 (2025-12-15)

  • [Phone] With the new Ask Play experience, you’ll get an improved chat interface that lets you talk to the Play Store like a personal assistant.
  • [Phone] You can now adjust controls for personalization and data collection directly in Play. You set what data is stored to your Google Account’s Play History and how Play uses it for personalization, with all controls available in the Play menu.
  • [Phone] This update shows personalized content from your installed Travel apps in the Play Store.

Google Play services v25.48 (2025-12-08)

Account Management

  • [Phone] New developer features for Google and third party app developers to support Account Management related processes in their apps.
  • [Phone, Wear] UI theme updates for user journeys related to supervision.

System Management

  • [Phone] This update adds Open Source license details for Pixel Audio services in GMS Core.

Wallet

  • [Phone] This update adds an improved UI layout for In-Person presentation.
  • [Phone] New developer features for Google and third party app developers to support Digital Wallet & Payments related processes in their apps.

Google Play Store v49.2 (2025-12-08)

  • [Phone] With updates to the Notification Center, you can have a more personalized and organized notifications experience.
  • [Phone] With a new verified badge, you can now easily identify brokerage apps in India that are registered with the Securities and Exchange Board of India (SEBI).
  • [Phone] With this update, Play Store dialog size now aligns with Google Material 3.

Google Play Store v49.1 (2025-12-01)

  • [Phone] New warning experience for apps that failed Play Protect verification.
  • [Phone] You can now resume watch, read, and listen content from your installed apps right from the Play Store.

December starts with a short entry, but two features previously announced in the changelog are more widely rolling out today:

Google Play services v25.47 (2025-12-01)

  • [Phone] Updates to system management services that improve Device Performance and Stability.

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Brian Walshe murder trial: Defense faced uphill battle against gruesome evidence, experts say

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Prosecutors in Brian Walshe’s case had to rely on largely circumstantial evidence as they tried to convince a jury to send the 50-year-old to prison for the rest of his life for the murder of his wife, Ana Walshe, in January 2023.

On Monday, the jury decided the circumstantial evidence was good enough to do just that as it returned a guilty verdict on the charge of first-degree murder after about five hours of deliberations. It was a relatively quick verdict, but not much of a surprise, legal experts told MassLive Monday.

“I would’ve been shocked if it were an acquittal,” said Mark Bederow, a New York City-based criminal defense lawyer.

A conviction of first-degree murder means the jury found Brian Walshe premeditated the killing of his wife.

Much of the evidence presented at trial, though, concerned his behavior after his wife died. Jurors saw video of Walshe’s trips to Lowe’s and Home Depot, where he bought cutting supplies he would use to dismember his wife’s body, and tossed a trash bag into a Swampscott dumpster an hour away from his Cohasset home on New Year’s Day, the same day his wife died.

Jo Potuto, a constitutional law professor at the University of Nebraska, who followed the trial, said the evidence in the case was “so terrible and so overwhelming and so gruesome that all the prosecutor needed to do was provide enough of a hook” for the jury to find premeditation.

“The evidence was so gruesome and the explanation was so ridiculous,” she said, referencing the theory put forward by Walshe’s defense that his wife died a sudden, unexplained death of natural causes, causing him to panic.

During deliberations, the jury sent only one question to Judge Diane Freniere. The panel asked for the exhibit number for a specific photo. That photo depicted Ana Walshe on a rug in the family’s Cohasset home — the same rug the jury later saw covered in blood, found in the Swampscott dumpster near Brian Walshe’s mother’s home.

In Potuto’s view, that showed the jury’s buy-in to the prosecution’s case. She noted that prosecutor Anne Yas highlighted the rug in her closing argument.

In that closing, Yas also highlighted Brian Walshe’s internet search history, which included a variety of searches about how to dispose of and dismember a body made beginning around 5 a.m. on Jan. 1.

To Bederow, jurors likely concluded the “nature of his searches and aftermath is consistent with somebody who planned the demise of his wife.”

Carol Erskine, a former Juvenile Court judge, praised the work of prosecutors during the case.

“The Commonwealth presented a strong argument from which the jury could infer there was preplanning,” she said. “They presented evidence that would allow the jury to infer that there was planning, even though a lot of the actions he took occurred after Jan. 1.”

Walshe’s defense faced an uphill battle at the trial, given the evidence against him. Still, they put on as good a case as they could, Bederow said, offering specific praise for Larry Tipton, who led Walshe’s defense.

“He’s a really good lawyer,” Bederow said, adding it was “admirable … how he handled such a hard case.”

But ultimately, the defense argument just “doesn’t make any sense to most reasonable people,” Bederow said.

Erskine added that it likely would have been difficult for jurors to look at the evidence in front of them and come to the conclusion, as Walshe’s defense claimed, that “Ana Walshe suddenly died and he didn’t call 911 and made a decision to dismember [her].”

Neither Tipton nor fellow defense attorney Kelli Porges spoke to reporters after the verdict was handed down on Monday morning. Norfolk District Attorney Michael Morrissey, whose office prosecuted the case, and Assistant District Attorney Greg Connor, though, both addressed reporters.

Morrissey praised the work of the prosecutors in his office, who secured a first-degree murder conviction in a case where the victim’s body was never recovered — a rarity, he said.

Connor, who handled the questioning with Yas during the trial, thanked law enforcement for their tireless work on the case, pointing specifically to Cohasset Police Sgt. Harrison Schmidt.

“When Cohasset lost one of their own, they stopped everything and tried to find this woman, and one person never gave up on that case, and it would be Sgt. Harrison Schmidt,” he said.

All first-degree murder convictions in Massachusetts are automatically appealed.

Freniere set sentencing for Wednesday morning, where it is expected she will hear victim impact statements from Ana Walshe’s friends and family, potentially including her three children, though that statement is likely to be shielded from public view.

Walshe will be sentenced to life in prison without the possibility of parole for the first-degree murder — such sentences are automatic in Massachusetts. He faces additional prison time for the two charges he pleaded guilty to just before trial: disinterring a body and misleading a police investigation.

Last year, Walshe was sentenced to more than three years in federal prison for selling forged Andy Warhol paintings.



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Remembering jazz drummer and composer Jack DeJohnette

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Critic Martin Johnson says DeJohnette, who died Oct. 26, was one of the greatest jazz drummers of the past 60 years. He played with a range of musicians, including Miles Davis and Bill Evans.





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Tesla starts testing robotaxis in Austin with no safety driver

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Just about six months after Tesla started testing its fledgling Robotaxi service in Austin, Texas, the company is now letting those cars drive around the city with no safety monitor onboard.

The removal of the human safety monitors brings the company a critical step closer to its goal of launching a real commercial Robotaxi service, and it’s a step that’s been years in the making.

CEO Elon Musk spent a nearly decade promising Tesla’s cars were just a software update away from being fully driverless. Now he is on the precipice of launching a service meant to compete with Waymo, the Alphabet-owned company that he said last week “never really had a chance against Tesla.”

The removal of the safety monitors will most likely ramp up the scrutiny on Tesla’s ongoing testing in Austin, doubly so when the company starts offering rides in the empty cars. Tesla’s small test fleet has been involved in at least seven crashes since June; few details are known about the accidents since the company aggressively redacts its reports to the National Highway Traffic Safety Administration.

Video of a totally empty Tesla Model Y SUV started spreading on social media over the weekend, and on Sunday, Musk confirmed his company was testing “with no occupants.” Neither Musk nor Tesla has shared how quickly it plans to move to offer customer rides with no safety monitor. The company’s own X account provided a hint in a post Sunday evening: “Slowly, then all at once.” Tesla’s head of AI, Ashok Elluswamy, wrote: “And so it begins!”

Tesla started offering rides in Austin to hand-picked influencers and customers in June, with an employee in the passenger seat who could take over if the cars did anything unsafe. Those safety monitors moved to the driver’s seat in September. The company has since ditched the wait list, and gradually expanded its service area to cover a large portion of the greater Austin metropolitan area. But its fleet size never grew to more than about 25 to 30 cars by most fans’ counts.

Musk has claimed Tesla will operate its own fleet of Robotaxis, and said in July he believed this fleet would cover “half of the population of the U.S.” by the end of this year. That outrageous target, like so many Musk has set over the years, has been revised down to him claiming in November that Tesla would roughly double its existing Austin fleet, or around 60 vehicles.

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Tesla has been testing a ride-hail service in the San Francisco area for the last few months, in which drivers use the company’s advanced driver assistance software. California has regulations in place that mean Tesla will need to combine multiple permits if it wants to offer fully driverless rides in the state. Texas, on the other hand, does not.

Musk has also talked a lot over the years about allowing Tesla owners to add their personal cars to the company’s Robotaxi fleet. In 2016, he even promised that every car Tesla made had all the hardware required to eventually become autonomous. That was wrong, and that blog post has since been removed from Tesla’s website (the company faces a number of legal challenges over it). Tesla has gone through multiple versions of the hardware that powers its driver assistance software, meaning there are millions of cars on the road that, by Musk’s own admission in January, will need to be upgraded.



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Bose’s new QuietComfort Headphones are 53 percent off

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The holiday season is very much upon us and, whether you’re traveling or need a last-minute present, noise-canceling headphones are a great purchase for this time of year. This is made all the more true when they’re on sale. Take the Bose QuietComfort Headphones, which are down to $170 from $359. The 53 percent discount brings these headphones to a new record-low price — even better than their Black Friday deal.

Bose released its new QuietComfort Headphones in October and they’re an incredible option, especially for the sale price. It offers ANC with two modes: Quiet and Aware. It also has up to 24 hours of battery life and should give you two and a half hours of juice after just 15 minutes of charging.

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Bose

Looking for something a bit more high-tech? The second-generation Bose QuietComfort Ultra Bluetooth Headphones have also been on sale for some time now. An 11 percent discount brings them down to $399, from $449 — an all-time low price since they came out in September. We gave the second-gen Quiet Comfort Ultras a 90 in our review, thanks to incredible active noise cancelation and upgraded sound quality. They also overtook Sony’s WH-1000XM6 headphones (also great and 12 percent off) for the top spot in our best noise-canceling headphones for 2025 list.

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Philips Hue Wall Washer is a versatile, pricey way add some color

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Smart home lighting has become pretty predictable over the years, but Philips Hue has a pretty clever idea in its new Wall Washer light. After using it for a few months, I’m pretty impressed by it, but it doesn’t exactly buck the stereotype for Hue’s pricing.

The Philips Hue Wall Washer is, in a brief summary, a single light that can fill an entire wall with light. That’s the pitch anyway. The Wall Washer does this by including three light panels within a single, compact device. Each panel is angled slightly differently and allows for the “single” source of light to extend from the bottom of a wall all the way to the ceiling.

In practice, this works remarkably well.

The Wall Washer is ideally placed a few inches away from your wall to get the widest impact. In my living room, I use it as an accent in the back of the room against the Hue lightstrip behind my TV and the other bulbs placed around that. It fills up the back quite well and makes the whole room more immersive when paired to a Sync Box 8K, but that’s not really where it shines.

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The way the Wall Washer is best used is behind a TV, especially if you set up two of them. To test this, I tried it out behind my monitor. There, especially with my desk set up caddy-corner, the Wall Washer can fill up the corner behind my monitor while syncing through the Hue app on Windows to the games I’m playing. Even a single Wall Washer works really well for this, and it’s roughly as bright as using two Philips Hue Play Bars that would often be used in this particular setup.

Where the Washer differs, though, is in how many colors it can produce. Where even my usual setup of having three Play Bars behind my monitor can put out some nice colors, the Washer is noticeably more intricate in the colors it splashes onto my wall. It just makes everything a bit more immersive. I will note, though, that this would definitely work better in a home with lower ceilings.

When I’m not syncing colors, in either room, the Washer’s biggest highlight for me is just the ability to fill a part of a room with light that isn’t as easily accomplished by a lamp or ceiling fixture. And the Hue app gives you very granular controls over the lighting effects.

I think the beauty of the compact hardware here is the biggest selling point of the Philips Hue Wall Washer. You’re getting a huge area covered with minimal space needed on a table, shelf, or desk. The discrete hardware design has high “wife approval” factor too, if that’s important.

But you’re also paying a premium for it.

The Philips Hue Wall Washer is a tough sell at a whopping $220 per unit. Going back to the dual-Play Bar setup mentioned earlier, the Washer is still up to $80 more expensive. In some setups, it objectively works better, but I think many people will be better served by something like the Play Bar or a lightstrip. Yet, this is also where the Hue lineup flexes one of its biggest strengths – there’s something for just about every situation.

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Michigan family has 7 Parkinson’s cases. Did weed killer play a role?

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The crop duster pilots used to do barrel rolls over the southwest Michigan farm where Terri McGrath grew up.

As a young girl, she found them fantastic. She and her siblings and cousins would stand outside to watch the aerobatics as they executed spins above the fields of apples, grapes and currants.

“And I remember grandma would always yell, ‘Get in here, kids. That stuff’s probably not safe for you to breathe,’” McGrath said. “Little did we know.”

Among the pesticides and herbicides used on the family’s Michigan farm, she said, was a substance called paraquat, a brilliantly effective weed killer that is so toxic to humans that a splash can burn the skin and a sip can kill a grown man. Her grandfather kept the bottles on a high shelf in the barn where the children couldn’t reach them.

As a girl, McGrath heard a story about a local vegetable farmer who drank some down in a fit of despair. But she wouldn’t get hints of how low levels of exposure to paraquat might have harmed her, and many thousands of others, until she was in her late 40s.

For McGrath, the first inkling came at the Buchanan school where she worked. One day, the principal stopped her in the hallway and told her she was walking oddly.

“She said, ‘Terri, did you have a stroke or something?’” McGrath said. “I said no. She goes, ‘But you’re not swinging your arms.’”

Terri McGrath, 69, puts on her shoes at her home in St. Joseph, Mich. McGrath was diagnosed with Parkinson’s disease in her 40s.  Isaac Ritchey | iritchey@mlive.com

Which is how she came to find out she was the fifth person in her immediate family to develop Parkinson’s disease, a neurodegenerative condition that causes tremors, stiffness and balance problems. Two additional family members have been diagnosed in the 19 years since. Six of the seven had lived on the family’s two farms in the small community of Scottdale south of St. Joseph.

With evidence of its harms stacking up, paraquat has already been banned in dozens of countries all over the world, including the United Kingdom and China, where it’s made. Yet last year, its manufacturer Syngenta, a subsidiary of a company owned by the Chinese government, continued selling paraquat in the United States and other nations that haven’t banned it.

McGrath said she tried to get a class-action lawsuit going 15 years ago, “but I just ran into walls.”

“I’m really, really mad about this,” she said. “Europe had been testing this and saying it was bad for 20 years before we even thought about it here. They banned it over there.”

Meanwhile, Syngenta says that “despite decades of investigation and more than 1,200 epidemiological and laboratory studies of paraquat, no scientist or doctor has ever concluded in a peer-reviewed scientific analysis that paraquat causes Parkinson’s disease.”

“We have great sympathy for those suffering from the debilitating effects of Parkinson’s disease,” a Syngenta spokesperson said in a statement. “However, it is important to note that the scientific evidence simply does not support a causal link between paraquat and Parkinson’s disease, and that paraquat is safe when used as directed.”

With evidence of its harms stacking up, paraquat has already been banned in dozens of countries all over the world, including the United Kingdom and China, where it’s made. Ramsey Archibald | rarchibald@al.com

Parkinson’s disease

Parkinson’s results from the loss of nerve cells in an area of the brain that produces dopamine, a chemical that plays a crucial role in movement, memory and mood, among other things.

The difference in the way she moved might have been McGrath’s first sign, but it was changes in her ability to maintain focus that forced changes in her life.

McGrath taught kindergarten in the afternoons, and “I could mess up all I wanted when I was a kindergarten teacher,” she said. “We danced and all that fun stuff.”

I used to be a fashion queen. I love to dress up and go shopping and the whole bit. Now I go in and look for things that are three times my size, big and bulky, because I don’t want to get them stuck on my head, which I have done before.

Terri McGrath

But she also worked as a special education coordinator, a job that required her to keep multiple balls in the air. She began to notice herself slipping.

She retired three years after she was diagnosed.

“It’s the saddest thing, because now I’m as scattered as those sixth-grade kids with ADHD in my classroom,” she said. “I feel so awful that I tried to make them sit down and do the traditional sit-in-your-desks-and-work.”

Today the limitations of her movement make everything in her life take longer, she said.

“There’s so many little things that cause frustration,” McGrath said. “Getting dressed is a big one. I used to be a fashion queen. I love to dress up and go shopping and the whole bit. Now I go in and look for things that are three times my size, big and bulky, because I don’t want to get them stuck on my head, which I have done before.”

“It’s a stinking disease,” she said.

‘It makes you value today’

McGrath and her husband, Kevin, met as teenagers at Lake Michigan Catholic High School.

They went on one date. He got pulled over for speeding and was driving on a suspended license to boot. He tried to tell the policeman he was only driving because his date was drunk. She told the officer she certainly was not.

Kevin McGrath told the story laughing in the kitchen of their white brick house in St. Joseph.

That date was a bust, but they reconnected decades later and married in 2008. It was her second marriage and his first, and it happened as Terri was trying to figure out what her Parkinson’s diagnosis would mean. Her “discovery period,” Kevin called it.

“She’s been incredible,” he said. “She’s her own advocate, as far as doing the research and networking — which she’s so good at — and actually going out to help other people and volunteering time. She’s not just doing it for herself.”

Terri McGrath, 69, dances with husband Kevin at her home in Michigan. Isaac Ritchey | iritchey@mlive.com

The two of them still travel – a Caribbean cruise last year, Talladega Superspeedway in Alabama this fall. Terri’s bucket list includes a hot air balloon ride in New Mexico, one of the few states she hasn’t been to yet.

They still dance in the living room.

“The big thing that’s in her mind, that she said at the start, is ‘I don’t want to be the grandma in the corner that’s not smiling and scaring my grandkids,’” Kevin said. “I know that’s the root there, where she wants to be that happy person, that she’s remembered as that.”

But Parkinson’s has changed the way they make plans. The materials for a kitchen remodel are sitting in their garage. They’ve been there for a while. It’s not clear when Terri might need a wheelchair instead of the rolling walker she sometimes uses to get around.

Parkinson’s “changes everything. It makes you value today,” Kevin said. “That’s the biggest thing. And you don’t make a lot of really long-term plans”

‘I still have my voice’

Terri McGrath’s two keys to handling Parkinson’s are exercise and “finding someone who gets it,” other people who understand what it’s like to live with the disease.

She finds both at the exercise class she attends twice a week at the St. Joseph-Lincoln Senior Service Center.

“It’s very cool,” she said, “and it’s social.”

Walking into class on a Wednesday afternoon in October, she got a warm greeting from Sharon Comstock and lost her grip on her water bottle at the same time.

“Terri has been my mentor,” Comstock said.

Comstock grew up amid the same fruit farms south of St. Joseph where McGrath grew up and amid many of the same pesticides.

She met McGrath at a Parkinson’s awareness meeting in the spring of 2023. McGrath loaned her a book called “Ending Parkinson’s Disease” and later helped her to start sharing her story, to lobby elected officials, to speak up for other people with the disease.

“She reminds me that my voice matters,” Comstock said, “and that advocacy can be healing.”

Parkinson’s is the fastest growing neurological disorder in the world, an epidemic in some researchers’ telling.

“We’re not loud enough,” McGrath said, “but I think that’s because, as a Parkinson’s patient, I can’t keep things organized in my head anymore. I can’t. I miss appointments and I go on the wrong days for appointments and all that stuff that used to be so easy.”

But that’s the nature of Parkinson’s. It’s not fatal, but takes away function, the ability to move easily, to think clearly. And it manifests in unexpected ways.

McGrath says she’d had days where everything she says comes out in rhyme, where glitches in her brain prevented her from moving her arms across the center line of her body.

But she doesn’t yet have the tremors that some people with Parkinson’s exhibit. It could all be worse.

“I’m really blessed. I still have my voice,” she said. “I still have most of my faculties with my brain.”

Exercise is one way to hold on a little longer. And so, in a room of other Parkinson’s patients, she holds onto an exercise chair, raises one leg then the other, stretches an exercise band, touches the floor.

She wobbles at times, but she’s there.



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How iRobot lost its way home

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There’s something painfully American about the arc of iRobot, the company that taught your vacuum to navigate around the furniture. Founded in 1990 in Bedford, Massachusetts by MIT roboticist Rodney Brooks and his former students Colin Angle and Helen Greiner, the company filed for Chapter 11 bankruptcy on Sunday, punctuating a 35-year run that took it from the dreams of AI researchers to your kitchen floor and, finally, to the tender mercies of its Chinese supplier.

Brooks, the founding director of MIT’s Computer Science and Artificial Intelligence Lab and the robotics field’s resident provocateur, spent the eighties watching insects and having epiphanies about how simple systems could produce complex behaviors. By 1990, he’d translated those insights into a company that would eventually sell over 50 million robots. The Roomba, launched in 2002, became the rare gadget that transcended its category to become a verb, a meme, and, to the amusement of many, a cat-transportation device.

The money soon followed, with the company raising $38 million altogether, including from The Carlyle Group, before going public in a 2005 IPO that raised $103.2 million. By 2015, iRobot was flush enough to launch its own venture arm, prompting TechCrunch to wryly declare that “robot domination may have just taken another step forward.” The plan at the time was to invest $100,000 to $2 million in up to 10 seed and Series A robotics startups each year. It was the kind of move that marks a company’s arrival, the moment when you’re successful enough to fund the next generation’s dreams.

Then Amazon came knocking. In 2022, the corporate giant agreed to acquire iRobot for $1.7 billion in what would have been Amazon’s fourth-largest acquisition ever at the time. In a press release announcing the tie-up, Angle, who’d been CEO since the company’s inception, spoke about “creating innovative, practical products” and finding “a better place for our team to continue our mission.” It seemed like a fairy tale ending — the scrappy MIT spinoff absorbed into the Everything Store’s sprawling empire.

Except European regulators had other ideas. Indeed, amid threats they would block the deal — they believed Amazon could foreclose rivals by restricting or degrading access to its marketplace — Amazon and iRobot agreed to kill the deal in January 2024, with Amazon paying a $94 million breakup fee and walking away. Angle resigned. The company’s shares nosedived. It shed 31% of its workforce.

What followed afterward was a slow-motion collapse. Earnings had been declining since 2021 thanks to supply chain chaos and Chinese competitors flooding the market with cheaper robot vacuums. The Carlyle Group, which provided a $200 million lifeline back in 2023, ultimately just prolonged the inevitable. (Carlyle finally sold that loan last month — presumably at a discount, though it didn’t specify either way.)

Now it’s over, at least, the version of iRobot that existed previously. Shenzhen PICEA Robotics, iRobot’s main supplier and lender, will take control of the reorganized company. According to a release issued by iRobot on Sunday, the restructuring plan allows iRobot to remain as a going concern and “continue operating in the ordinary course with no anticipated disruption to its app functionality, customer programs, global partners, supply chain relationships, or ongoing product support.”

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October 13-15, 2026

It also vowed to “meet its commitments to employees and make timely payments in full to vendors and other creditors for amounts owed throughout the court-supervised process.”

What this means for customers longer term is another question, one iRobot was eager to answer when we reached out to the company. “To be clear, today’s news has no impact on our business operations or our ability to serve our customers – which continues to be our top priority,” said spokeswoman Michèle Szynal in an emailed statement to TechCrunch. “We remain focused on delivering intelligent home innovations that make consumers’ lives better and easier.  Our products are not changing.”

In its release, iRobot similarly promises to keep supporting existing products during restructuring; at the same time, its legal disclosures acknowledge the inherent uncertainties of bankruptcy — whether suppliers stick around, whether the process goes as planned, whether the company survives at all.

As The Verge noted in a story about iRobot’s struggles last month, even if iRobot eventually collapses and takes its cloud services down with it, customers’ Roomba vacuums won’t become useless pucks. The physical controls should keep working — a Roomba owner could still jab the button to send it off to vacuum or tell it to head home.

What Roomba owners would lose is everything that make the devices feel futuristic, including app-based scheduling, the ability to tell it which rooms to clean, and voice commands barked at Alexa while sprawled on the couch.

Update: This story has been updated with comment from iRobot.



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