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TSMC has fired employees for allegedly attempting to pilfer information on their 2nm tech. Figma could have raised more money in its IPO but chose not to. Creating entire video game worlds with just a text prompt. And exactly how big Patreon has grown in the creator economy. 00:32 TSMC Spygate 02:50 Cloudflare V. Perplexity 04:52 Figma Followup 07:35 Music AI 09:53 New Google Models 14:58 Patreon Numbers Links: TSMC says employees tried to steal trade secrets on iPhone 18 chip process (9to5Mac) ...
Robotaxies are coming to Europe. Apple wants Answers. Literally. The AI researcher who turned down a billion and a half dollars. How the vibe seems to have definitively shifted in Silicon Valley. And will rollable laptop screens become mainstream? 00:33 Robotaxis In Europe 02:12 Apple Wants Answers 03:57 Lina Khan 05:54 Billion Dollar Turn-Down 07:54 AI Trading Bots 10:25 The Silicon Valley Boom Is Back 14:23 A Rollable Laptop Links: Lyft Partners With Baidu on Robotaxis in European Expansion (B...
Well, it looks like Tech IPO’s might be back on the menu because Figma’s first day pop was like the good old days. Anthropic seems to be getting traction, OpenAI raises again. Earnings from Apple and Amazon, and of course, the Weekend Longreads Suggestions. Chapters: 00:33 Figma IPO 04:57 Anthropic And Open AI Numbers 08:45 New Deep Think Model 11:08 Tech Earnings Omnibus 14:35 Longreads Links: Figma more than triples in NYSE debut after selling shares at $33 (CNBC) Anthropic Revenue Pace Nears ...
This episode covers how AI investments are boosting major tech companies like Microsoft and Meta, with Microsoft joining the $4 trillion club. It also discusses tech giants' pledge to integrate AI for seamless healthcare data sharing and OpenAI's explosive revenue growth despite high cash burn. Developer sentiment towards AI tools is explored, revealing a paradox of high usage but declining trust, and Google DeepMind unveils a new AI for global mapping. The host also makes a significant announcement about the podcast's rebranding.
Age verification for web users is sweeping the globe. ChatGPT debuts a study mode for students. What, exactly is Zuckerberg trying to achieve by hiring everyone in AI? Maybe Cohere is the real dark horse in the AI model race. And what if the real money in AI video is in training robots? Links: YouTube rolls out age-estimation tech to identify US teens and apply additional protections (TechCrunch) ChatGPT’s Study Mode Is Here. It Won’t Fix Education’s AI Problems (Wired) Apple Loses Fourth AI Res...
Sony says Tencent has ripped off one of their biggest games. Microsoft wants to get ahead of the whole AI browser thing. Are rate limits coming for AI usage as some people are using AI too much? Waymo is coming to Dallas. And further proof of my thesis that smartglasses are the next big thing in tech hardware. Links: Sony sues Tencent for allegedly ripping off 'Horizon' video games (Reuters) Microsoft revolutionizes Edge as an AI-powered web browser with new experimental 'Copilot Mode' — here's ...
Today's tech roundup features Samsung's significant $16.5 billion AI chip deal with Tesla, bolstering its foundry business. The podcast also explores the US freezing tech export curbs on China amid trade talks and Meta's ambitious AI strategy with its new chief scientist, a ChatGPT co-creator. Additionally, PayPal is rolling out crypto payments for merchants, Anthropic is seeking a massive $150 billion valuation, and the women-only 'Tea' dating app faces a major data hack after going viral.
Could Intel exit the high-end chip game entirely? Why are public companies loading up on crypto? GPT-5 is probably coming in a matter of weeks. What if it’s actually AI jobpocalypse… not now? And in the Longreads, the best explainer of those GLP-1 drugs I’ve read so far. Links: Intel beats on revenue, slashes foundry investments as CEO says ‘no more blank checks’ (CNBC) Google is testing a vibe-coding app called Opal (TechCrunch) Companies load up on niche crypto tokens to boost share prices (Fi...
The White House has rolled out its big AI Action Plan. Google reported earnings but really wanted you to know about consumer adoption of its AI. A new Kindle Colorsoft. TMobile’s Starlink service is available to anyone, and the Switch 2 is now the fastest selling console in history. Links: Trump Signs AI Orders, Vows US Will Win Race Over New Technology (Bloomberg) Donald Trump blocks AI groups with ‘ideological bias’ from government work (FT) Google’s AI Overviews have 2B monthly users, AI Mode...
Don’t sleep on that SharePoint exploit from earlier this week as it seems to have led to a ton of still active breaches. Apple has a new insurance plan for you. Elon wants even more money for xAI. The Chinese are still churning ahead with their AI models. And three different stories about AI and privacy. Links: Microsoft links Sharepoint ToolShell attacks to Chinese hackers (BleepingComputer) Apple Launches $20-a-Month AppleCare One Plan Covering Up to Three Devices (Bloomberg) Musk Allies to Ra...
The podcast explores AI's surprising success in the International Mathematical Olympiad, where models from OpenAI and Google outsmarted human competitors, sparking a PR battle between the tech giants. It then delves into the reported difficulties of the SoftBank-OpenAI Stargate project, meant to build massive AI infrastructure, and how OpenAI is independently securing vast data center capacity with partners like Oracle. Additionally, the episode reveals Anthropic's internal debate over accepting funding from Middle Eastern authoritarian regimes, balancing ethical concerns with the immense capital needs for frontier AI development. Finally, it examines AI's practical applications in scientific discovery, like optimizing physics experiments, even if major breakthroughs are still on the horizon.
This episode discusses a critical Microsoft SharePoint zero-day vulnerability being actively exploited globally and Apple's impending entry into the foldable phone market. It also covers TSMC's rise to a trillion-dollar valuation driven by AI demand and NVIDIA's CUDA platform integrating RISC-V. A significant shift in AI data labeling towards high-paid experts is highlighted, alongside OpenAI's experimental LLM achieving gold medal performance in the International Math Olympiad.
To find out more about Leap Labs go to Leap-Labs.com The white paper is here . Blog is here (with case studies). To get in touch with them: hello@leap-labs.com Learn more about your ad choices. Visit megaphone.fm/adchoices...
OpenAI unveils ChatGPT Agent, an AI assistant capable of multi-step autonomous tasks across your computer, while Netflix reports strong Q2 revenue and plans for interactive ads. Discussions also include President Trump's expected executive order to open 401k plans to crypto and other alternative investments, and Perplexity AI's valuation topping $18 billion. The episode also highlights Apple's lawsuit against YouTuber Jon Prosser for iOS 26 leaks and a deep dive into how rapidly solar energy is transforming global economies.
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...
