Avsnitt
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If the entire world shifts after you launch your startup, what do you do? Terra Trust founder Mike DiPetrillo tells you how to do it. What was our original use-case? DOUBLE DOWN on what you do well.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Apple’s earnings are decidedly mixed. Mark Zuckerberg’s complaints about everything he says leaking… leaked, and there are a lot of interesting details in those leaks. Looks like the SoftBank and OpenAI courtship is a serious one, and if the marriage happens, looks like Arm Holdings can be leveraged for the dowery. And, of course, the Weekend Longreads Suggestions.
Links:
Apple shares rise 3% as boost in services revenue overshadows iPhone miss (CNBC)Mark Zuckerberg said that Meta missed TikTok's rise because it didn't seem 'social' enough, leaked recording reveals (Business Insider)OpenAI in Talks for Huge Investment Round Valuing It at Up to $300 Billion (WSJ)OpenAI’s Sam Altman and SoftBank’s Masayoshi Son Are AI’s New Power Couple (WSJ)Weekend Longreads Suggestions:
DeepSeek Chief’s Journey From Math Geek to Global Disruptor (WSJ)Chinese Quant Whiz Built DeepSeek In The Shadow Of a Hedge Fund Rout (Bloomberg)DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts (SemiAnalysis)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Saknas det avsnitt?
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Meta and Microsoft reported earnings, but all Wall Street cared about was getting Capex updates. Meta settles with… the President. Waymo’s expansion continues apace. Why Masa Son is the perfect white knight for OpenAI. And AI IS copyrightable.
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Microsoft shares slide as cloud forecast, AI spending disappoint (Reuters)Meta’s Reality Labs posts $5 billion loss in fourth quarter (CNBC)Zuck shrugs off DeepSeek, vows to spend hundreds of billions on AI (TechCrunch)Meta to Pay $25 Million to Settle 2021 Trump Lawsuit (WSJ)Waymo to test in 10 new cities in 2025, starting with Las Vegas and San Diego (The Verge)SoftBank in talks to invest up to $25bn in OpenAI (FT)Copyright Office Offers Assurances on AI Filmmaking Tools (Variety)Authors Guild sets up ‘Human Author’ portal to certify books come from ‘human intellect’ (AP)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Essentially, OpenAI suspects that DeekSeek might have copied them. I’ll explain the term, “distillation.” Could you soon be able to connect to Starlink on your iPhone? Is Comcast about to make the Internet… better? And the hopeful return of commercial supersonic flight.
Links:
OpenAI says it has evidence China’s DeepSeek used its model to train competitor (Financial Times)Microsoft Probing If DeepSeek-Linked Group Improperly Obtained OpenAI Data (Bloomberg)Alibaba releases AI model it says surpasses DeepSeek (Reuters)Alibaba Announces AI Model That ‘Outperforms ChatGPT & DeepSeek’ (Tech.co)Alibaba’s Qwen 2.5 surpasses DeepSeek as China’s AI race heats up (BGR)Apple and SpaceX Link Up to Support Starlink Satellite Network on iPhones (Bloomberg)Comcast is rolling out ‘ultra-low lag’ tech that could fix the internet (The Verge)Streaming prices climb in 2025 after already surpassing inflation rates (ArsTechnica)Netflix won the streaming wars, and we’re all about to pay for it (The Verge)Civilian jet breaks sound barrier during historic test flight over Mojave Desert (CBSNews)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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More fallout from the DeepSeek realignment of everybody’s thinking about AI. Could this be a signal that the large model business model is over and value is going to be in the application layer? Pebble lives! Spotify says it pays out tons, but does it really? And the network of AI local news newsletters.
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Viral AI company DeepSeek releases new image model family (TechCrunch)Smartwatch pioneer and Kickstarter darling Pebble is returning in a new form (TechCrunch)OpenAI launches ChatGPT Gov for U.S. government agencies (CNBC)Spotify Paid Out $10 Billion to the Music Industry in 2024 — $1 Billion More Than Last Year — and $60 Billion Total (Variety)Inside a network of AI-generated newsletters targeting “small town America” (NiemanLab)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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It’s one of those days where there’s only one story. Maybe you saw that tech stocks got obliterated today. I’m here to tell you why. It’s solely because of DeepSeek and Chinese AI tech generally. How this tech is making people think twice about the AI boom, what DeepSeek did that is different and how this could affect all of Silicon Valley.
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China’s DeepSeek Tops iPhone Downloads and Spurs AI Selloff (Bloomberg)The Short Case for Nvidia Stock (Jeffrey Emanuel)DeepSeek R1’s bold bet on reinforcement learning: How it outpaced OpenAI at 3% of the cost (VentureBeat)DeepSeek resets the board (Axios)17 Thoughts About the Big DeepSeek Selloff (Bloomberg)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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OpenAI releases its agentic bot that can do things on your behalf on your computer. Has the Stargate controversy driven a rift between Musk and Trump? Will the US government create a strategic crypto stockpile? And, of course, the Weekend Longreads Suggestions.
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OpenAI’s new Operator AI agent can do things on the web for you (The Verge)We Tried OpenAI’s New Agent—Here’s What We Found (Every)Trump staff ‘furious’ after Musk trashes AI project (Politico)Stargate artificial intelligence project to exclusively serve OpenAI (FT)Trump signs executive order promoting crypto, paving way for digital asset stockpile (CNBC)Mark Zuckerberg's Post (Facebook)Weekend Longreads Suggestions:
As Netflix stock surges, an ‘anti-ESPN’ sports strategy emerges (The Athletic)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Ok, that whole AI datacenter joint venture thing seems to have gotten messy. A ByteDance board member thinks TikTok might have a way out without selling. Netflix rakes in a bunch of Oscar nominations. And humanity’s final exam has been formulated to see when AI has actually graduated to true intelligence.
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OpenAI, SoftBank Each Commit $19 Billion to Stargate Data Center Venture (The Information)OpenAI’s Stargate Deal Heralds Shift Away From Microsoft (WSJ)TikTok’s parent company is in active discussions about a deal, board member says (CNN)Co-founder of French Crypto Startup Freed After Kidnapping (Bloomberg)Subaru Security Flaws Exposed Its System for Tracking Millions of Cars (Wired)Oscar Nomination Scorecard: Netflix Leads Among Studios With 16, A24 Close Behind With 14 (Variety)When A.I. Passes This Test, Look Out (NyTimes)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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All the headlines from today’s Samsung event, including the S25 lineup. The Silk Road creator gets a pardon. A huge joint venture for a new AI datacenter effort. Will Elon take half of TikTok and the US the other half? And guess what? Netflix is raising prices again.
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The Samsung Galaxy S25 Ultra smooths out some sharp edges (The Verge)Trump Pardons Creator of Silk Road Drug Marketplace (NYTimes)OpenAI teams up with SoftBank and Oracle on $500B data center project (TechCrunch)'Stargate' Squares Some AI Circles (Spyglass/MG Siegler)Trump Says He’s Open to Elon Musk or Larry Ellison Purchasing TikTok (Bloomberg)Meta Plans Oakley-Branded Glasses, Explores Watches and Earbuds (Bloomberg)Meta will soon let you link your WhatsApp account with Instagram and Facebook (TechCrunch)Netflix Adds 19 Million Subscribers in Latest Quarter (NYTimes)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Alright, I’ll sum up everything that happened this weekend with TikTik, but also get to all of the changes the new Trump administration has made, which is relating to tech, in just the past 24 hours. How folks are trying to eat TikTok’s lunch. Should Apple buy Sonos? And the IMDB loses its founder after 25 years.
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Trump signs order refusing to enforce TikTok ban for 75 days (The Verge)Trump signs executive order to halt TikTok ban, risking legal showdown (Washington Post)President Trump signs exec order to make Musk’s DOGE commission more official (TechCrunch)Meta announces a new CapCut rival called Edits (TechCrunch)Bluesky adds TikTok mode while Elon mulls reviving Vine in the latest banning drama (Windows Central)Apple Is Unlikely to Buy Sonos, But Amazon or Spotify Might Consider It (Bloomberg)IMDb Founder Col Needham Steps Aside as CEO, COO Nikki Santoro Promoted to Chief Exec (Variety)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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I speak to Senator Ron Wyden about the TikTok ban, AI and regulation, tech regulation in general, and his new book: It Takes Chutzpah: How to Fight Fearlessly for Progressive Change
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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The Supreme Court rules against TikTok, but at this point, I think this is all kabuki theater. Somehow TikTok is going to survive. Bumble’s founder returns to the company. Is Apple Intelligence really working for anyone? Does anyone care that the Chinese have allegedly hacked everything at this point? And, of course, The Weekend Longreads suggestions.
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Supreme Court Upholds Law That Threatens US TikTok Ban (Bloomberg)Bumble Founder Whitney Wolfe Herd to Return as CEO in March (Bloomberg)iOS 18.3 temporarily disables Apple Intelligence notification summaries for select apps, more (9to5Mac)General Motors Is Banned From Selling Driving Behavior Data for 5 Years (NYTimes)FBI Warned Agents It Believes Phone Logs Hacked Last Year (Bloomberg)Chinese Hackers Accessed Yellen's Computer in US Treasury Breach (Bloomberg)Weekend Longreads Suggestions:
Charlwin Mao, the Chinese tech founder welcoming ‘TikTok refugees’ (Financial Times)Kids Turn to a Mental-Health Chatbot to Share Their Anxieties (WSJ)To release Animal Crossing in the West, Nintendo ‘had to change everything’ (Polygon)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Nintendo finally takes the wraps off the Switch 2. Everybody seems to want to give TikTok more time, but can they find a way to do it? A big new AI research lab. A check in with Nothing. The company, I mean. And the weird story of when Walgreens tries to replace refrigerator doors with smartscreens.
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Here’s the Nintendo Switch 2 (The Verge)Trump considers executive order hoping to ‘save TikTok’ from ban or sale in U.S. law (Washington Post)Biden administration looks for ways to keep TikTok available in the U.S. (NBCNews)AI researcher François Chollet founds a new AI lab focused on AGI (TechCrunch)Phone Startup Nothing Raises Funding, Crosses $1 Billion in Lifetime Sales (Bloomberg)Walgreens Replaced Fridge Doors With Smart Screens. It’s Now a $200 Million Fiasco (Bloomberg)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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The SEC is suing Elon Musk. Big AI insertions in Microsoft Copilot, Google Workspace and even LinkedIn. How TikTok plans to handle the immediate aftermath of a shutdown. Another new Instagram alternative. And have your AirPods been misbehaving? Here’s what Apple did without telling anyone.
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Musk Accused by SEC of Cheating Twitter Investors Out of Millions (Bloomberg)Microsoft relaunches Copilot for business with free AI chat and pay-as-you-go agents (The Verge)Google Workspace business users getting full Gemini experience, price increasing (9to5Google)LinkedIn adds free AI tools for job hunters and recruiters (TechCrunch)TikTok Prepares for Immediate Shut-Off in the U.S. on Sunday (The Information)Decentralized Instagram alternative Pixelfed launches mobile apps (TechCrunch)Apple starts pushing AirPods Pro 2 and AirPods 4 owners into Transparency or Noise Cancellation modes repeatedly, without an easy opt out (Key Discussions)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Break out your 2025 headline bingo cards. Did you have Elon Musk maybe buying TikTok on there? You’re a better bingo player than I am. Is the EU going to back off Tech in the Trump era? More layoffs come to Meta. The big streaming sports play that isn’t gonna happen now. And why is Barcelona a hub for spyware companies?
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China Weighs Sale of TikTok US to Musk as a Possible Option (Bloomberg)EU reassesses tech probes into Apple, Google and Meta (Financial Times)Meta to Cut Roughly 5% of Staff, Targeting Lowest Performers (Bloomberg)Databricks Inks $5 Billion of Private Credit, Bank Funding (Bloomberg)Disney, Warner Bros. Discovery and Fox Pull the Plug on Venu Sports Streaming Venture (THR)Disney, Fox and Warner Bros. Discovery call off plans to launch Venu sports streaming service (CNBC)How Barcelona became an unlikely hub for spyware startups (TechCrunch)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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The Biden administration unveils its long planned new chip export rules, and Nvidia isn’t happy. That whole botched Sonos app debacle has cost the CEO his job. Why we might not see blockbuster tech IPOs this year. Why some of Nvidia’s customers are returning Blackwell chips. And say hello to China’s answer to Instagram.
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US imposes export controls on chips for AI to counter China (FT)Sonos CEO Leaving After Botched App Revamp Led to Customer Revolt (Bloomberg)Sonos CEO Patrick Spence steps down after disastrous app launch (The Verge)Silicon Valley’s largest start-ups to shun IPOs in 2025 (Financial Times)Nvidia’s Top Customers Face Delays From Glitchy AI Chip Racks (The Information)Xiaohongshu, China’s answer to Instagram, hits no. 1 on the App Store as TikTok faces US shutdown (TechCrunch)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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The great Simon Willison joins SWYX and I to talk about everything we learned about LLMs in 2024, and what the state of AI is generally, as we go into 2025.
Here is Simon's blog post we keep referring to:
https://simonwillison.net/2024/Dec/31...
00:00 The State of AI in 2025
10:05 The Evolution of AI Models
19:54 Challenges in AI Agents
30:07 The Future of AI in Creative Industries
38:29 The Rise of AI Influencers
40:54 Credibility in the Age of AI
43:15 The Future of User Interfaces for LLMs
51:17 Local LLMs and Desktop AI Applications
55:17 AI Tools and Applications for Everyday Use
01:01:26 The Future of OpenAI and AI Regulation
01:08:08 The Need for Better Criticism of LLMs
01:10:41 The Future of Wearables and AI Integration
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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All the controversies continue. I’ll update you on the Meta moderation controversy. The latest twist in the WordPress brouhaha. The TikTok thing is coming to a head right now as we speak, in the form of Supreme Court arguments. Asking again if the business model of Triple A gaming development is broken. And, of course, the Weekend Longreads Suggestions.
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Mark Zuckerberg gave Meta’s Llama team the OK to train on copyrighted works, filing claims (TechCrunch)Automattic says it will reduce its contribution to WordPress core project to match WP Engine (TechCrunch)Billionaire Frank McCourt's Project Liberty proposes bid for TikTok's US assets (Reuters)Candy Crush, Tinder, MyFitnessPal: See the Thousands of Apps Hijacked to Spy on Your Location (Wired)Call of Duty's massive development budgets revealed: $700 million for Black Ops Cold War (Game File)Weekend Longreads Suggestions:
The New $30,000 Side Hustle: Making Job Referrals for Strangers (Bloomberg)The smart glasses era is here — I got a first look (The Verge)The Anti-Social Century (The Atlantic)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Big new zero day to tell you about. Apple says Siri is safe, honest. Google rolls out an AI Daily Listen audio feature. Looking at the next wave of wearable AI. And let me tell you about WatchDuty, the app everyone in LA was using overnight.
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Hackers are exploiting a new Ivanti VPN security bug to hack into company networks (TechCrunch)Apple says Siri isn’t sending your conversations to advertisers (The Verge)Google’s ‘Daily Listen’ lab is a personalized podcast based on your Discover feed (9to5Google)SoftBank’s Chip Designer Arm Considers Acquiring Ampere Computing (Bloomberg)Your Next AI Wearable Will Listen to Everything All the Time (Wired)With L.A. on alert, wildfire app Watch Duty adds 600,000 users overnight (Los Angeles Times)LA residents find a lifeline in this free wildfire-tracking app (The Verge)‘It’s not just alerts, it’s a state of mind’: How a wildfire monitoring app became essential in the US west (The Guardian)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Tons and tons of controversy and fallout from Meta’s announced content moderation changes yesterday. I’ve got I think a fair, comprehensive rundown of all the angles. Interesting new rounds for Bluesky and Anthropic. And the coolest stuff I’ve seen from CES thus far, including: are rollable laptop screens finally ready for prime time?
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Meta’s fact-checking changes are just what Trump’s FCC head asked for (The Verge)Social-Media Companies Decide Content Moderation Is Trending Down (WSJ)AI Startup Anthropic Raising Funds Valuing It at $60 Billion (WSJ)Lenovo’s Latest Laptop Has a Rollable OLED Screen (Wired)BMW’s new iDrive turns the whole windshield into a heads-up display (The Verge)New Nike Therapeutic Shoes at CES 2025 Look Like Nothing You've Ever Seen Before (CNET)EcoFlow’s Solar hat is better for the planet than your style (Engadget)Anker made a solar beach umbrella, because of course (Engadget)This Slim Little Battery I Saw at CES 2025 Is Like a Tesla Powerwall for Your Fridge (CNET)I Watched a Printer-Size Gadget Boost a Phone's Battery Life in Seconds (CNET)This toaster-looking gadget boosts your phone’s battery in seconds (The Verge)If you’re constantly losing cables, this could be your ideal charger (The Verge)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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