Thu. 05/29 – Somebody Knows Victoria’s Secrets
May 29, 2025•19 min
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Summary
Techmeme Ride Home discusses NVIDIA's Q1 earnings beat, highlighting growth driven by AI demand but tempered by significant losses due to China export restrictions and rising Chinese competitors. The episode also covers a security incident forcing Victoria's Secret to take down its website, Apple's reported plan to shift OS versioning to the year (like iOS 26), DeepSeek's unexpectedly powerful update to its R1 AI model that challenges top players, and Anthropic CEO Dario Amodei's blunt warning about AI potentially eliminating half of entry-level white-collar jobs and causing a significant unemployment spike.Episode description
Nvidia had solid earnings, though they’re quite concerned about being boxed out of China. The apparent hack of Victoria’s Secret gave me a dad-joke-title for today’s episode. Why DeepSeek’s recent R1 update is a bigger deal than even they are letting on. And why the CEO of Anthropic says we should be more worried about the AI he’s unleashing than people are aware.
Links:
- Nvidia beats on earnings and revenue as data center sales jump 73% (CNBC)
- Nvidia CEO Warns That Chinese AI Rivals Are Now ‘Formidable’ (Bloomberg)
- NVIDIA GeForce NOW launches a native Steam Deck app, unlocking 4K cloud gaming & extended battery life for Valve's handheld (Windows Central)
- Victoria’s Secret takes down website after security incident (BleepingComputer)
- Apple to Launch iOS 26, macOS 26 in Major Rebrand Tied to Software Redesigns (Bloomberg)
- DeepSeek Quietly Drops AI Update That Outperforms Google's Best (Implicator.ai)
- Behind the Curtain: A white-collar bloodbath (Axios)
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