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The podcast delves into TSMC's strong earnings, signaling robust demand for AI chips, and discusses the significant step forward for stablecoin regulation in the US House. It then analyzes the financial health of AI companies, contrasting Anthropic's rising valuation and gross margins with Microsoft Copilot's challenges in gaining market share against ChatGPT. Finally, the episode explores Delta Airlines' pioneering use of AI for personalized ticket pricing, speculating on its transformative implications for commerce, suggesting a future where 'fair pricing' becomes obsolete.
Jensen is feeling his oats after the reprieve on China, spilling lots of tea about where he see the AI industry. OpenAI is going after the office and also the storefront, with interesting new integrations. Why is it so hard to create LLM’s in other languages? And a first person account of what its like to work at OpenAI, the culture, the pressure, etc. Links: Nvidia Boss Expects US to Move Fast on First H20 China Licenses (Bloomberg) OpenAI Preps ChatGPT Agents in Challenge to Microsoft Excel an...
The podcast explores the significant policy shift by the US, permitting Nvidia and AMD to restart AI chip exports to China, alongside Apple's strategic investment in US rare earth production to diversify its supply chain. It highlights the tech industry's new focus on gigawatts as a critical metric for massive AI data centers, exemplified by Meta's ambitious plans. Additionally, the episode delves into Meta's internal debate regarding open-source versus closed AI models, the recent acquisition of AI startup Windsurf amidst a surge in AI venture funding, and China's notable progress in the smart glasses market, particularly with Xiaomi's ecosystem integration.
Google snatched an AI talent acquisition from under OpenAI. SpaceX is making a significant investment in Elon Musk's xAI as it seeks a massive new valuation. A Google executive hinted at a potential merger between ChromeOS and Android. A Chinese AI startup released a powerful new model that challenges incumbents, and new data shows YouTube has surpassed Netflix in US TV viewing share.
This episode explores the behavior of AI models, including Grok seemingly aligning answers with Elon Musk's views and a Missouri AG investigating other chatbots for alleged political bias. Also discussed is a study suggesting AI coding tools may actually reduce productivity for experienced developers, new data on wearable AI's accuracy in detecting health conditions, and two science longreads.
Grok 4 is out, plus Grok 4 Voice, Grok 4 Code, a bunch more. Ok we know Zuck wants to catch up on AI, but an insider explains why they think Meta fell behind in the first place. Are AI web browsers the next battlefield in the AI wars. And if your electricity bill goes up substantially, you’ll never guess what you can blame. Links: Grok 4 is live — here’s what makes it Elon Musk’s most advanced AI yet (Tom's Guide) Meta Poached Apple’s Pang With Pay Package Over $200 Million (Bloomberg) Zuckerber...
All the of the headlines from the Galaxy Unpacked event that was mostly about really thin foldable phones. Big changing of the guard at Apple. What happens when you make a bet on a betting market, think you’ve won, but are then told you’re not. And a useful new feature of Gmail. Links: Galaxy Z Fold 7 goes official with drastically thinner design, but a $2,000 price tag (9to5Google) Samsung's Galaxy Z Flip 7 has a bigger battery and is still thinner than last year's model (Engadget) Samsung laun...
How much further behind can Apple get in AI now that Zuck is poaching from them as well? OpenAI has been forced to batten down the hatches, quite literally. A fully licensed AI video model. And back to Apple. They heard your complaints. They’re pumping the brakes on Liquid Glass a bit. Sponsors: AGNTCY.ORG Links: Apple Loses Top AI Models Executive to Meta’s Hiring Spree (Bloomberg) OpenAI’s Stock Compensation Reflect Steep Costs of Talent Wars (The Information) OpenAI clamps down on security af...
Catching you up on the great Zuckerberg AI recruitment drive. Clueing you in to the great datacenter buildout goldrush that is, again, all about AI. TikTok is about to force everybody to use a new version of their app. And are the unicorns coming back? Links: Meta’s new hires offer a peek into superintelligence plans (Semafor) Zuck's Eleven (Spyglass) CoreWeave to Buy Core Scientific in $9 Billion Stock Deal (Bloomberg) US industrial groups pivot to data centres amid AI boom (FT) TikTok Building...
More layoffs make me more concerned the AI jobpocalypse is coming to tech this summer. In the big Meta v. OpenAI talent battle, who is desperate and who is scared? We reframe the situation a bit. Figma files for an IPO. Chinese AI seems to be gain ground worldwide. And do universities need to fundamentally rethink teaching computer science? Links: Microsoft laying off about 9,000 employees in latest round of cuts (CNBC) Here’s What Mark Zuckerberg Is Offering Top AI Talent (Wired) Sam Altman Sla...
This episode covers Meta officially launching Superintelligence Labs and hiring new AI talent. Cloudflare debuts Pay Per Crawl, a system allowing websites to charge AI bots for scraping content, addressing publisher concerns in the AI era. Apple is reportedly evaluating third-party AI models from companies like Anthropic and OpenAI to potentially power Siri, signaling challenges with its internal efforts. Amazon's robot workforce reaches 1 million, approaching the number of human workers, impacting warehouse operations and labor. X hires Nikita Bier as Head of Product, and Grammarly acquires the email startup Superhuman as part of its strategy to build an AI-powered productivity suite.
Weird beef between Nintendo and Amazon. Is Apple going to make a cheap Macbook with an iPhone chip inside? OpenAI claps back at Meta. The AI avatar startup. And for the first time in a decade, Spotify has changed up the Discover Weekly playlist. Links: Amazon Misses Out on Switch 2 Sales After Nintendo Pulled Products From US Site (Bloomberg) Kuo: Apple to release cheaper MacBook powered by iPhone processor (9to5Mac) ‘F1’ Revs To $144M Opening Weekend Around The World, Brad Pitt & Apple Orig...
Mark Zuckerberg’s big AI plan seems still to be such a work in progress, he’s even considering abandoning Llama. Apple attempts to comply with the EU’s DMA. Instagram and TikTok want to follow YouTube to your TV. The infamous Blue Screen of Death is dying. And, of course, the Weekend Longreads Suggestions. Links: In Pursuit of Godlike Technology, Mark Zuckerberg Amps Up the A.I. Race (NYTimes) Meta says it’s winning the talent war with OpenAI (The Verge) Apple announces sweeping App Store change...
The legal rulings on AI are finally coming in. The problem is, they’re contradictory, so we’re not getting any legal clarity yet. Creative Commons but for AI training data. Is DeepSeek’s R2 model being stymied by lack of access to Nvidia chips? And another deep look at the question of: is AI taking jobs at tech companies, right now? Links: Microsoft sued by authors over use of books in AI training (Reuters) Trump Mobile reiterates claims that new phones are 'made in America' (USAToday) Creative ...
AI is transforming job search on both sides of the equation. A first court ruling on using copyrighted books to train AI. New AI releases from Google devs will want to know about. How your kids 3rd grade teacher is using AI. And why did Apple push an ad to everybody? Sponsors: Shopify.com/ride Links: Employers Are Buried in A.I.-Generated Résumés (NYTimes) CareerBuilder + Monster to Sell Businesses in Bankruptcy (WSJ) Exclusive: Uber and Palantir alums raise $35M to disrupt corporate recruitment...
A new Xbox branded Meta Quest. Amazon is expanding same day delivery even more. What does it mean for the AI race if ChatGPT seems to be outcompeting Microsoft’s Copilot offerings in the enterprise space? Why is Wall Street leading the way on AI adoption? And what exactly is Mira Murati’s big new AI startup going to do, exactly? Sponsors: Venice.ai/techmeme and code: techmeme Links: After a year of waiting, Microsoft's Meta Quest 3S "Xbox Edition" is here — our hands-on review of this (very) lim...
Tesla launches its robotaxi service in Austin. Apple is negotiating desperately to avoid an EU fine coming as soon as this week. Also, why doesn’t Apple do some acquihires to get back in the AI game? Maybe Perplexity would be attractive? The Music industry gathers tools to detect AI. And is there a global divide growing when it comes to AI access? Sponsors: 1Password.com/ride Links: Tesla launches robotaxi service in Austin (Financial Times) Jony Ive Deal Removed From OpenAI Site Over Trademark ...
Meta has some new smartglasses. How long can the TikTok groundhog day go on? Masa Son wants to create a Shenzhen-like production city here in the US. Are your smart cameras a national security threat to the home front in a war? And, of course, the Weekend Longreads Suggestions. Sponsors: Factor75.com/ride Links: Meta announces Oakley smart glasses (The Verge) Meta tried to buy Ilya Sutskever’s $32 billion AI startup, but is now planning to hire its CEO (CNBC) Trump extends TikTok ban deadline fo...
This episode covers Microsoft's planned layoffs, potentially linked to AI spending, and Midjourney's launch of its first AI video generation model. It also delves into Meta's efforts to hire key AI talent and potentially acquire part of their venture fund, alongside tense talks between Microsoft and OpenAI regarding their partnership structure. Finally, the episode discusses OpenAI's warning about future models posing higher biological weapon risks and explores the ongoing debate over what constitutes Artificial General Intelligence (AGI).
This episode covers President Trump granting another extension for the TikTok sale/ban deadline. It also discusses Sam Altman's claims about Meta offering huge sums to poach OpenAI researchers, xAI's substantial monthly expenditure, YouTube's plans to integrate advanced AI video generation into Shorts, and Amazon CEO's comments on AI reducing corporate jobs. Finally, the episode reviews the new Xreal One Pro smart glasses.
This episode covers significant tech news including ongoing tensions between OpenAI and Microsoft over their partnership terms and a new defense contract for OpenAI. It also details Intel's planned factory layoffs and Amazon's expansion of Prime Day to four days. Finally, the episode looks at surprising data showing social media now exceeds TV as Americans' top news source and streaming has overtaken traditional broadcast/cable viewing for the first time.
This episode covers Meta introducing ads to WhatsApp's Updates tab, the launch of Trump Mobile and the T1 phone, and a major partnership between Amazon Ads and Roku for connected TV advertising. It also discusses the rise of AI-generated ads, highlighted by new tools from TikTok, and explores the significant shift away from traditional search traffic towards AI, questioning the future function and viability of the open web as Google search evolves.
Do people know when they’re using the MetaAI app, it’s public? Chime had a successful IPO so let me tell you about my IPO-meter. The financials behind that fully-AI commercial running during the NBA playoffs. More signs stablecoins are taking over, but in the Longreads, do stablecoins represent a unique danger to the global financial system? Sponsors: FactorMeals.com/ride50off and code ride50off For a limited time only, get 35% off plus an additional 50% off your first order when you head to Sma...
I explain how and why exactly this big Meta investment in Scale AI came about. Hollywood sues AI in a big way for the first time. A look at how stablecoins have mainstreamed crypto at long last. And episode number 205 of the long running series: we blew up traditional TV just to rebuild it. Links: Meta to Pay Nearly $15 Billion for Scale AI Stake and Startup’s 28-Year-Old CEO (The Information) Disney, NBCU sue Midjourney over copyright infringement (Axios) Wikipedia Pauses AI-Generated Summaries...
This episode covers major tech news including OpenAI's release of the advanced O3 Pro model and Sam Altman's predictions for the 2030s. Google rolled out Android 16 early with new features, and Nintendo's Switch 2 launch set a sales record despite potential supply issues. Google is offering voluntary buyouts across several divisions, while HP unveiled expensive hardware for Google Beam's 3D video calls.
Zuckerberg’s big ambitions for AI seem to be coming into focus. OpenAI is actively starting to play the field when it comes to compute. More signs AI is kneecapping web traffic. And what do we think? Is liquid glass a good design choice, or a cul-de-sac for Apple? Sponsors: LinkedIn.com/ride Links: Meta Is Creating a New A.I. Lab to Pursue ‘Superintelligence’ (NYTimes) Zuckerberg Is Personally Recruiting New ‘Superintelligence’ AI Team at Meta (Bloomberg) Exclusive: OpenAI taps Google in unprece...
This episode covers the key announcements from Apple's WWDC 2025, focusing on Apple Intelligence, new OS features, design changes, and the evolution of iPadOS. It also delves into other major tech news, including Microsoft's push into handheld gaming with the new ROG Xbox Ally models and Meta's potential multi-billion dollar investment in Scale AI. Finally, the episode analyzes a recent Apple research paper and critiques from Gary Marcus regarding the fundamental limitations of current large language models.
Circle had such a successful IPO, I’m wondering if IPO’s might finally be back on the menu. Turns out Anthropic cut off Windsurf for the most obvious reason. Maybe Manus really is stoking a new gold rush, at least in China. And in the Weekend Longreads Suggestions, the most consequential weather forecast of all time. Sponsors: Tonal.com Links: Stablecoin issuer Circle soars 168% in NYSE debut after pricing IPO above expected range (CNBC) Anthropic co-founder on cutting access to Windsurf: ‘It wo...
