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  • There’s only two stories really. If you can believe it, more executive departures at OpenAI, as it looks like they’re serious about going for profit. And yes, Meta announced a new Quest headset, but the real headlines are the Orion smartglasses, which you can’t actually buy. What? I’ll explain.

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    OpenAI considering restructuring to for-profit, CTO Mira Murati and two top research execs depart (CNBC)Exclusive: OpenAI to remove non-profit control and give Sam Altman equity (Reuters)Meta’s cheaper Quest 3S might just be an upgrade (The Verge)A Few Brief Thoughts on Meta Connect 2024 (Daring Fireball)Meta pitches VR to mobile developers with new support for Android apps on Quest (TechCrunch)Meta’s big tease (The Verge)

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  • Caroline Ellison benefits from being cooperative. Has your company unknowingly hired remote workers from North Korea? What is going on with this WordPress back and forth? Why OpenAI has to let people look at their training data. And why is everyone upset at Marquess Brownlee?

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    Caroline Ellison sentenced to two years in prison for her role in FTX scandal (Axios)Dozens of Fortune 100 companies have unwittingly hired North Korean IT workers, according to report (The Record)The DOJ sues Visa for locking out rival payment platforms (The Verge)Automattic sends WP Engine its own cease-and-desist over WordPress trademark infringement (TechCrunch)OpenAI Training Data to Be Inspected in Authors’ Copyright Cases (The Hollywood Reporter)Marques Brownlee says ‘I hear you’ after fans criticize his new wallpaper app (The Verge)

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  • Sam Altman has a manifesto. Kinda. Telegram is beginning to walk things back a bit. Cloudflare wants to help you block the AI bots. New streaming device from Roku. And I guess TikTok can’t win at everything.

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    The Intelligence Age (Sam Altman)Sam Altman catapults past founder mode into ‘god mode’ with latest AI post (TechCrunch)OpenAI CEO: We may have AI superintelligence in “a few thousand days” (ArsTechnica)Some Kaspersky customers receive surprise forced-update to new antivirus software (TechCrunch)Telegram CEO Durov Says App to Provide More Data to Governments (Bloomberg)New Cloudflare Tools Let Sites Detect and Block AI Bots for Free (Wired)The new Roku Ultra is faster, has better Wi-Fi, and comes with a backlit remote (The Verge)Spotify’s AI playlist builder is now available in the US (The Verge)TikTok to Shut Down its Music Streaming Business in November (Bloomberg)

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  • Qualcomm as a white knight to save Intel? A huge bitcoin heist gets busted for the usual reasons. What if the US bans imports of all cars from China? And why can’t US car makers keep up when it comes, simply, to software?

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    Qualcomm Approached Intel About a Takeover in Recent Days (WSJ)Intel Gets Multibillion-Dollar Apollo Offer as Qualcomm Circles (Bloomberg)Chip Giants TSMC and Samsung Discuss Building Middle Eastern Megafactories (WSJ)Suspects behind $230 million cryptocurrency theft arrested in Miami (BleepingComputer)US proposes banning Chinese software and components in vehicles (FT)Israel’s Pager Attacks Have Changed the World (NYTimes)Toyota and VW fall further behind in the software race (FT)

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  • You might want to hold off on updating to macOS 15 Sequoia. What, exactly, is Europe trying to get Apple to do? The AI energy crunch means they’re turning Three Mile Island back on. Could AI usage mean we use up all our 5G capacity? And, of course, the Weekend Longreads Suggestions.

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    Apple’s new macOS Sequoia update is breaking some cybersecurity tools (TechCrunch)EU to tell Apple how to do interoperability, DMA style (TechCrunch)Microsoft AI Needs So Much Power It's Restarting Site of US Nuclear Meltdown (Bloomberg)AI is stressing networks out - Nvidia thinks AI can help (Fierce Network)Huawei 'super fans' fuming as left empty handed by $2,800 phone launch (Reuters)

    Weekend Longreads Suggestions:

    American Vulcan - Palmer Luckey (TabletMag)The Death of the Minivan (The Atlantic)

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  • Looks like they finally got around to suing that Palworld game. Google volunteered to break up some of its businesses but the EU said no. AI is coming to YouTube in a big way. A new social media platform that is ENTIRELY AI. And Amazon wants to get into the Shark Tank business.

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    Nintendo and Pokémon are suing Palworld maker Pocketpair (The Verge)Exclusive: Google offered to sell part of ad tech business, not enough for EU publishers (Reuters)YouTube will use AI to generate ideas, titles, and even full videos (The Verge)Apple Gets EU Warning to Open Up iPhone Operating System (Bloomberg)Musk's satellites 'blocking' view of the universe (BBC)SocialAI offers a Twitter-like diary where AI bots respond to your posts (TechCrunch)Amazon’s New ‘Shark Tank’-Style Show Gives Winners Top Billing in Its Store (WSJ)

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  • Messages between Android and iOS are about to be encrypted. A new XR headset from HTC and new Spectacles from Snap. A big movie studio has signed up to use AI. Neuralink has implants for blindness. And why I’m kinda NOT gonna do a review roundup of the new iPhones.

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    RCS texts on the iPhone aren’t encrypted now, but that could change (The Verge)Here’s how green bubbles are getting upgraded in iOS (The Verge)HTC Vive's Focus Vision is a $999 stab at high-end VR and mixed reality (Engadget)Snap’s new Spectacles inch closer to compelling AR (The Verge)Instagram, Facing Pressure Over Child Safety Online, Unveils Sweeping Changes (NYTimes)Lionsgate, Studio Behind ‘John Wick,’ Signs Deal With AI Startup Runway (WSJ)Musk's Neuralink gets FDA's breakthrough device tag for 'Blindsight' implant (Reuters)Apple iPhone 16 Pro review: small camera update, big difference (The Verge)

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  • Intel announces a bunch of ways its hoping to turn its business around sooner rather than later. Is OpenAI about to have its chat bots query you? The whole TikTok divestment case is coming to a head right now. And speaking of turn arounds, darn if Netflix didn’t pull ITS turnaround off perfectly. Hollywood, not so much.

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    Intel stock jumps on plan to turn foundry business into subsidiary and allow for outside funding (CNBC)Intel to Make Custom AI Chip for Amazon, Delay German Plant (Bloomberg)EssilorLuxottica extends smart glasses partnership with Meta (Reuters)OpenAI Says It's Fixed Issue Where ChatGPT Appeared to Be Messaging Users Unprompted (Futurism)TikTok is about to get its day in court (The Verge)Judges Show Some Skepticism of TikTok’s Fight Against Potential U.S. Ban (NYTimes)How Netflix won the streaming wars (FT)

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  • A bunch of Apple stories today. FDA approval for sleep apnea detection for the watch. Signs of poor pre-order sales for the phone. And a quick review of the new Airpods. Also, how did Intel lose out on making the chips for the next gen Playstation. And are dating apps responsible for income inequality?

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    Apple Watch sleep apnea detection gets FDA approval (TechCrunch)iPhone 16 first weekend pre-order analysis: estimated total sales of about 37 million units; Pro series demand lower than expected (Ming-Chi Kuo)France picks Sejourne as nominee for EU Commission after Breton clash (Reuters)Slack now lets users add AI agents from Asana, Cohere, Adobe, Workday and more (VentureBeat)Exclusive: How Intel lost the Sony PlayStation business (Reuters)Apple AirPods 4 review: defying expectations (The Verge)Online Dating Caused a Rise in US Income Inequality, Research Paper Shows (Bloomberg)

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  • The first of the Strawberry models is here. YC plans to have four cohorts a year, but each one is getting smaller. Waymo is already ready to expand to more pretty big markets. And in the long reads, a deep dive look into the options Intel has at this point in time.

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    OpenAI releases o1, its first model with ‘reasoning’ abilities (The Verge)Notes on OpenAI’s new o1 chain-of-thought models (Simon Willison's Weblog)OpenAI's new models 'instrumentally faked alignment' (TransformerNews)Apple AirPods Pro granted FDA approval to serve as hearing aids (TechCrunch)Silicon Valley’s Y Combinator to Double Number of Cohorts Per Year (Bloomberg)

    Weekend Longreads Suggestions:

    Intel Has Only Tough Options After Its Long and Stinging Fall From Grace (Bloomberg)

    Link to the twitter poll about ads

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  • As expected, OpenAI is in talks for a new capital raise at a $150B valuation. More layoffs in Microsoft’s gaming division. More holes poked in our creaking internet infrastructure. The tiny SpaceX competitor who’s stock has been soaring lately. And a look at what Apple’s recent AirPods announcement could do to the hearing aid industry.

    Links:

    OpenAI Fundraising Set to Vault Startup’s Valuation to $150 Billion (Bloomberg)The AI Spending Spree, in Charts (WSJ)Microsoft Lays Off Another 650 Staff From Its Video Game Workforce, Xbox Boss Phil Spencer Sends Memo to Staff (IGN)Rogue WHOIS server gives researcher superpowers no one should ever have (ArsTechnica)Adam Neumann’s Climate Company Is Issuing Refunds After Failing To Launch Crypto Token (Forbes)SpaceX’s Tiny Rival Soars 1,300%. Now Comes the Satellite Launch (Bloomberg)Apple turning AirPods into hearing aids underscores effort to crack massive health market (CNBC)

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  • Mistral goes multimodal for the first time. Meta admits to scraping the data of every adult Australian. The details on the new PS5 Pro. Wouldn’t it be wild if, through stablecoins, crypto BECOMES the banking system instead of replacing it. And a weird mystery in AI land.

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    Mistral releases Pixtral 12B, its first multimodal model (TechCrunch)Facebook admits to scraping every Australian adult user's public photos and posts to train AI, with no opt-out option (ABC News)The $700 PS5 Pro doesn’t come with a disc drive (The Verge)Exclusive Hands-On: I Played Sony's All-New PS5 Pro (CNET)Americans used record 100 trillion megabytes of wireless data in 2023 (Reuters)Payments in Singapore With Stablecoins Rise to Almost $1 Billion (Bloomberg)Reflection 70B model maker breaks silence amid fraud accusations (VentureBeat)

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  • Apple loses its longest standing regulatory battle in the EU. Some drips and drabs from yesterday’s iPhone event. Would a phone you can fold three times be more enticing than a phone that folds two times? And are we about to see that new Strawberry AI model from OpenAI by the end of the month?

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    Apple must pay 13 billion euros in back taxes, EU’s top court rules (CNBC)iPhone 16 battery life: How much better is it? (9to5Mac)Huawei launches $2,800 trifold phone hours after Apple debuts iPhone 16 (CNBC)Oracle’s Missteps in Cloud Computing Are Paying Dividends in AI (WSJ)New Details on OpenAI’s Strawberry; Apple’s Siri Makeover; Larry Ellison Doubles Down on Data Centers (The Information)Audible to Start Generating AI Voice Replicas of Select Audiobook Narrators (Bloomberg)JPMorgan Plans to Report Customers Who Exploited TikTok ‘Glitch’ to Authorities (WSJ)

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  • All the headlines from today’s iPhone event. It IS interesting the degree to which Elon’s various businesses have potential synergy. The Times digs into the content on Telegram and says, it ain’t pretty. And e-bikes seem to be back. In London, at least, anyway.

    Links:

    Apple Announces iPhone 16 Pro and iPhone 16 Pro Max with Larger Displays, New Camera Control, and More (MacRumors)Apple announces iPhone 16: camera button, new colors, AI features (9to5Mac)AirPods Pro 2 adds ‘clinical grade’ hearing aid feature (9to5Mac)Musk’s xAI Has Discussed Deal for Share of Future Tesla Revenue (WSJ)How Telegram Became a Playground for Criminals, Extremists and Terrorists (NYTimes)London e-bike boom leads to clashes with councils (Financial Times)

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  • Pavel Durov speaks, and Telegram blinks, both for the first time since the French arrest. Are XR glasses tethered to smartphones the next big product category? What if your smartphone could cure your vision problems? And in the longreads, if Waymo is about to scale, what, exactly, is the business model, long-term?

    Links:

    Pavel Durov: Telegram founder says France arrest is ‘misguided’ (The Guardian)Exclusive: Qualcomm explores acquiring pieces of Intel chip-design business (Reuters)Qualcomm says it’s working on mixed reality smart glasses with Samsung and Google (CNBC)Review: Honor Magic V3 (Wired)Exclusive: Honor's latest devices use AI to try to reverse nearsightedness (Android Central)

    Weekend Longreads Suggestions:

    Waymo’s Robot Taxis Are Almost Mainstream. Can They Now Turn a Profit? (NYTimes)When the Bitcoin Scammers Came for Me (The Atlantic)Among the Idlers (Curbed)

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  • The DOJ says it has taken down a big election influence campaign allegedly directed by Russia. The Internet Archive loses a big case. Android 15 is here. And two really interesting new gadgets, one I probably need to buy and one I want to buy but probably won’t.

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    Biden administration announces major actions to tackle Russian efforts to influence 2024 election (CNN)The Internet Archive Loses Its Appeal of a Major Copyright Case (Wired)Android 15 will be available on supported Pixel devices in the coming weeks (TechCrunch)DJI Neo hands-on: A powerful and lightweight $200 drone (Engadget)The Remarkable Paper Pro is as outrageous as it is luxurious (The Verge)

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  • SpaceX has agreed to block access to X, in Brazil, on Starlink. Looks like YubiKeys are hackable. Who is the mystery platform looking to expand AI datacenters at an historic scale? And the Catch 22 that Intel is in. They need CHIPS Act money, but can their troubles mean the CHIPS Act money shouldn’t be spent on them?

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    Links:

    Starlink backtracks, complies with order blocking X in Brazil, says regulator (Reuters)No X in Brazil? No problem, Brazilians say. (Washington Post)Microsoft to announce ‘next phase of Copilot’ on September 16th (The Verge)YubiKeys are vulnerable to cloning attacks thanks to newly discovered side channel (ArsTechnica)Nvidia Gets DOJ Subpoena in Escalating Antitrust Probe (Bloomberg)Two AI Developers Are Plotting $125 Billion Supercomputers (The Information)Exclusive: Intel manufacturing business suffers setback as Broadcom tests disappoint (Reuters)Intel’s Money Woes Throw Biden Team’s Chip Strategy Into Turmoil (Bloomberg)

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  • We missed a pretty big story this weekend. X getting banned in Brazil. I’ll try to catch you up on all the contours of this. Canva’s raising prices and it’s pissing people off because, I mean, they are REALLY raising prices. And the two pretty big success stories in crypto this year that we haven’t spoken about yet.

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    Links:

    Brazil’s Most Powerful Judge Is in the Spotlight—Again (Americas Quarterly)How Brazil’s Experiment Fighting Fake News Led to a Ban on X (NYTimes)Canva says its AI features are worth the 300 percent price increase (The Verge)HP to Pursue $4 Billion Damages After Mike Lynch Yacht Death (Bloomberg)Pump.fun surpasses $100 million in revenue as Polymarket outshines NFTs in August (The Block)

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  • At this point it would be quicker to name the big tech company that’s NOT investing in OpenAI’s latest round. Amazon’s new Alexa service is just going to be Anthropic’s Claude in drag disguise I guess. I’m starting to get really worried about Intel y’all. And, of course, The Weekend Longreads Suggestions.

    Links:

    OpenAI Funding Round Tempts Nvidia as Big Tech Leans on ChatGPT (Bloomberg)Apple, Nvidia Are in Talks to Invest in OpenAI (WSJ)Ask Claude: Amazon turns to Anthropic's AI for Alexa revamp (Reuters)ChatGPT’s weekly users have doubled in less than a year (The Verge)Intel Weighs Options Including Foundry Split to Stem Losses (Bloomberg)

    Weekend Longreads Suggestions:

    Sunk cost (the Open Sea story) (The Verge)The secret inside One Million Checkboxes (eieio.games)I Watched Footage of Jerry Lewis’s Unreleased 1972 Holocaust Film (The New Republic)End of the Road: An AnandTech Farewell (AnandTech)

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  • Nvidia’s earnings were huge but because they didn’t manage to beat the biggest expectations out there, it’s kind of a miss? Pavel Durov has been formally charged by France. Does TikTok fall outside of Section 230 protection? And it seems like the effort by the car companies to wean themselves off of smartphone tech is… not going great.

    Links:

    Nvidia’s CEO Says New Chip Will Have ‘Lots and Lots’ of Supply (Bloomberg)Telegram CEO Charged in France for Crimes Committed on His App (Bloomberg)TikTok must face lawsuit over 10-year-old girl's death, US court rules (Reuters)OpenAI in Talks for Funding Round Valuing It Above $100 Billion (WSJ)Top Movie Piracy Ring Taken Down, Major Studios’ Enforcement Group Claims (The Hollywood Reporter)GM's 'Google Built-In' Is Glitchy, Requires A Subscription To Use Google Maps (Jalopnik)

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