Avsnitt
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The new RCS messaging standard makes encryption universal, and even Apple is getting on the bandwagon. OpenAI calls for a US ban of DeepSeek. Is Apple about to turn your AirPods into the Universal Translator from Star Trek? And, of course, The Weekend Longreads Suggestions.
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Apple will soon support encrypted RCS messaging with Android users (The Verge)OpenAI calls DeepSeek ‘state-controlled,’ calls for bans on ‘PRC-produced’ models (TechCrunch)Apple Plans AirPods Feature That Can Live-Translate Conversations (Bloomberg)Gemini can now personalize its answers based on your search history (The Verge)Sony’s new RGB backlight tech absolutely smokes regular Mini LED TVs (The Verge)Weekend Longreads Suggestions:
‘Ne Zha 2’s $2B+ Box Office Run: How It Happened And What Does Blockbuster Behemoth Mean For China & Hollywood Ahead (Deadline)The End Of Children (The New Yorker)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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Intel has a new boss and they seem to want to double down on the Foundry strategy. Meta is testing community notes. Sonos is abandoning its big streaming video hardware project. Is Adobe falling behind in AI? Is Oracle the leader to take over TikTok US? And why is John Gruber so mad at Apple?
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Intel appoints chip industry veteran Lip-Bu Tan as CEO (Reuters)Intel CEO Signals That He’ll Stick With Contentious Foundry Plan (Bloomberg)Meta unveils new community notes program; will not apply distribution penalties nor limit flow of information (Fox News)Sonos has canceled its streaming video player (The Verge)Microsoft’s new Xbox Copilot will act as an AI gaming coach (The Verge)Adobe shares drop 13% as concerns about AI growth overshadow better-than-expected results (CNBC)Oracle Is Leading Contender to Help Run TikTok in New Deal (The Information)Something Is Rotten in the State of Cupertino (Daring Fireball)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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Niantic officially sells to that Saudi-owned game developer. iRobot says it might not be alive in about 12 months time. Sam Altman believes he has an AI that can write believable fiction. Is the cavalry coming to save Intel? And why can’t we create a true AI Einstein in a data center?
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Pokémon Go developer Niantic to sell gaming business to Saudi group (The Verge)Saudi-owned Scopely buys Pokémon Go in $3.5bn gaming deal (FT)One-Time Amazon Takeover Target iRobot Warns Doubt on Future (Bloomberg)Google calls Gemma 3 the most powerful AI model you can run on one GPU (TheVerge)Sam Altman says OpenAI has trained a fiction writing AI model that’s actually decent (SiliconAngle)Google changes Chrome extension policies following the Honey link scandal (TheVerge)Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say (Reuters)Hugging Face’s chief science officer worries AI is becoming ‘yes-men on servers’ (TheVerge)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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Are we about to get the biggest overhaul of iOS since 2013? Is inference the way that everybody is going to eat Nvidia’s lunch? Exactly how much to AI search engines get it wrong? Why is the global smartwatch market shrinking? And apparently the new Mac Studios are the thing you want to get, if you can afford it!
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Apple Readies Dramatic Software Overhaul for iPhone, iPad and Mac (Bloomberg)Exclusive: Meta begins testing its first in-house AI training chip (Reuters)How ‘inference’ is driving competition to Nvidia’s AI chip dominance (FT)Sony is experimenting with AI-powered PlayStation characters (The Verge)AI Search Has A Citation Problem (CJR)Global Smartwatch Shipments in 2024: Market Declines for First Time, China Leads for First Time (Counterpoint Research)Apple Mac Studio (Early 2025) Review: Renewed vigor with M4 Max and M3 Ultra (Tom's Hardware)Apple Mac Studio (M3 Ultra) first look: a weekend with an $8,000 powerhouse (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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Well, do we have another DeepSeek moment on our hands? I tell you about Manus, which had some people losing their minds over the weekend. Now do we have the first signs of the AI M&A I’ve been looking for? Absolutely everybody wants to get in on the Stablecoin business. And the AI crisis at Apple delayed a product we might have seen this month.
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China’s Autonomous Agent, Manus, Changes Everything (Forbes)Manus probably isn’t China’s second ‘DeepSeek moment’ (TechCrunch)Undocumented commands found in Bluetooth chip used by a billion devices (BleepingComputer)ServiceNow Nears Deal to Buy AI Assistant Maker Moveworks (Bloomberg)Banks and fintechs join ‘stablecoin gold rush’ (Financial Times)Apple Clears the Decks With Rare Early-Year Product Frenzy (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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(Omnibus) Week Of 03/03/2025
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Will Apple have to allow side loading in Brazil? The US Strategic Crypto Reserve becomes a reality. Larry Page has a new startup. The concept of a startup being nothing more than an “AI Wrapper” is no longer a pejorative. And, of course, the Weekend Longreads Suggestions.
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Brazilian court gives Apple 90 days to allow sideloading on iOS (9to5Mac)Donald Trump signs executive order for Strategic Bitcoin Reserve (CoinTelegraph)Drone Defense Startup Shield AI Lands $5.3 Billion Valuation (Bloomberg)Larry Page Has a New AI Startup (The Information)The Hottest AI Companies Right Now Are ‘Apps’ (Bloomberg)Weekend Longreads Suggestions:
McDonald’s Gives Its Restaurants an AI Makeover (WSJ)YouTube at 20: How the Video Colossus Launched the Creator Economy and Turned From Hollywood Foe to Friend (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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More signs the tech IPO logjam is breaking. Another cheap new AI model from China. Would you pay 20 THOUSAND dollars a month to use an OpenAI agent? The umpteenth foldable iPhone rumor, though this time with dates. And let me introduce you to YouTube Premium Lite.
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Klarna to File for $1 Billion-Plus IPO as Soon as Next Week (Bloomberg)Discord in Early Talks With Bankers for Potential I.P.O. (NYTimes)Alibaba’s new open source model QwQ-32B matches DeepSeek-R1 with way smaller compute requirements (VentureBeat)OpenAI Plots Charging $20,000 a Month For PhD-Level Agents (The Information)Google Search’s new ‘AI Mode’ lets users ask complex, multi-part questions (TechCrunch)Kuo: Apple's First Foldable iPhone to Feature Book-Style Design, Sell for Over $2,000 (MacRumors)New M4 MacBook Air fixes the line's biggest problem (Apple Insider)YouTube launches a $7.99 per month, ad-free Premium Lite subscription (TechCrunch)YouTube Music hits 125 million subscribers, adding 2m subs per month on average over the past year (Music Business Worldwide)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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Elon can’t stop OpenAI, but the case will go on. Trump wants to stop the Chips Act immediately. Apple released more new Macs today. If you can believe it, Digg is back! They’re coming for Reddit! And the AI chatbot that might have passed the uncanny valley when it comes to AI generated speech.
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Musk’s Fight With OpenAI Set for Expedited Trial This Year (Bloomberg)Trump Calls for End to $52 Billion Chips Act Subsidy Program (Bloomberg)Apple launches new Mac Studios with M4 Max and M3 Ultra chips (The Verge)Digg is coming back, thanks to its founder — and Reddit’s (The Verge)Bored Ape Creator Yuga Labs Says SEC Closing Investigation in 'Huge Win' for NFT Sector (Decrypt)Google Urges Trump DOJ to Reverse Course on Breaking Up Company (Bloomberg)Eerily realistic AI voice demo sparks amazement and discomfort online (ArsTechnica)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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We have our first official IPO of the AI Era coming. Anthropic has a big new round. New iPads from Apple. New phones from Nothing. Waymo rolls out in Austin, Texas. And how the Kinnect technology lives on, as a tool for Ghostbusters.
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AI cloud provider CoreWeave files for IPO (CNBC)Anthropic Finalizes Megaround at $61.5 Billion Valuation (Bloomberg)Apple launches a new M3-powered iPad Air (The Verge)Waymo is now available exclusively on Uber in Austin (The Verge)Nothing’s Phone 3A and 3A Pro use AI to organize all your stuff (The Verge)Ghost hunting, pornography and interactive art: the weird afterlife of Xbox Kinect (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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Maybe we really will be getting that national crypto reserve after all. TSMC doubles down on manufacturing in the US. Return to the office is one thing, but Sergey Brin things RTO could lead to AGI, at least at Google. And Mark Gurman says there is an AI crisis inside Apple.
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Donald Trump Names Components Of Crypto Reserve (CoinDesk)Trump, Chip Maker TSMC Expected to Announce $100 Billion Investment in U.S. (WSJ)Google’s Gemini now lets you ask questions using videos and what’s on your screen (TechCrunch)Google’s Sergey Brin Urges Workers to the Office ‘at Least’ Every Weekday (NYTimes)Peter Thiel-backed fintech Ramp nearly doubles valuation to $13bn (Financial Times)Apple’s Artificial Intelligence Efforts Reach a Make-or-Break Point (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 has launched GPT-4.5, but they want you to know, this is not a frontier model, it’s a stepping stone. Skype enters the Deadpool. Memecoins are ok by the SEC. Most criminality in crypto is now done with stablecoins. And in the Weekend Longreads Suggestions, how the MTA is using Pixel phones to do subway maintenance.
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OpenAI announces GPT-4.5, warns it’s not a frontier AI model (The Verge)OpenAI CEO Sam Altman says the company is ‘out of GPUs’ (TechCrunch)Microsoft hangs up on Skype: service to shut down May 5, 2025 (TechCrunch)Microsoft is killing Skype after 14 years of neglect (Windows Central)Meta plans to release standalone Meta AI app in effort to compete with OpenAI’s ChatGPT (CNBC)SEC says most meme coins are not securities (CNBC)Illicit Crypto Volume in 2024 Hit a Record $40B in 2024 (CoinDesk)Meta is firing about 20 employees for leaking information (The Verge)Weekend Longreads Suggestrions:
The New York City Subway Is Using Google Pixels to Listen for Track Defects (Wired)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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Nvidia’s first earnings are out after the whole DeepSeek thing. Do they seem nervous or no? A pretty big price cut for the PlayStation VR2. Huge outflows from bitcoin ETFs. Can insecure code somehow make AI homicidal? And is the iPhone 16e worth your money?
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Nvidia sales grow 78% on AI demand, company gives strong guidance (CNBC)Sony drops PlayStation VR 2 price to $399 (The Verge)Bitcoin ETFs Are Hit by a Record $1 Billion Outflow in One Day (Bloomberg)FAA targeting Verizon contract in favor of Musk’s Starlink, sources say (Washington Post)Researchers puzzled by AI that praises Nazis after training on insecure code (Ars Technica)iPhone 16E review: Eh, it’s alright (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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Amazon finally updated Alexa with generative AI. It’s called Alexa+ and it can do plenty of neat things, but unless you’re a Prime subscriber, it’s gonna cost ya. DeepSeek is rushing its next AI model to press its momentum. Zuck wants to build a $200B AI datacenter. And how the SteamDeck has created a whole new category in gaming.
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Amazon announces AI-powered Alexa Plus (The Verge)Amazon unveils a new and improved Alexa, Alexa+ (TechCrunch)DeepSeek rushes to launch new AI model as China goes all in (Reuters)Meta Discusses AI Data Center Project That Could Cost $200 Billion (The Information)How North Korea pulled off a $1.5 billion crypto heist—the biggest in history (ArsTechnica)Three years later, the Steam Deck has dominated handheld PC gaming (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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Anthropic releases its latest cutting-edge model, Claude 3.7 Sonnet. Would you tolerate ads inside your Excel spreadsheet if you could use Excel for free? Why some journalists are joining AI companies. And let me introduce you to “tiny teams” the new startup meme in Silicon Valley.
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Anthropic launches a new AI model that ‘thinks’ as long as you want (TechCrunch)AI Startup Anthropic Finalizing $3.5 Billion Funding Round (WSJ)Microsoft Quietly Launched a Free Ad-Supported Office App, and No One Noticed (Beebom)Apple’s $500 Billion U.S. Investment Is Mostly Already in the Books (WSJ)Meet the journalists training AI models for Meta and OpenAI (NeimanLab)A.I. Is Changing How Silicon Valley Builds Start-Ups (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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Apple makes a huge investment in US manufacturing and hiring. Are SMS messages as 2-factor authentication on the way out? The biggest crypto theft of all time happened over the last few days. And why some school districts are turning to AI counseling for students.
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Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs (Bloomberg)Apple Abandons Budget Smartphone Market With the iPhone 16e (Bloomberg)Google Confirms Gmail To Ditch SMS Code Authentication (Forbes)Bybit Hit by Crypto’s Worst Hack With Almost $1.5 Billion Stolen (Bloomberg)Bybit Hack (CoinDesk)Microsoft Dropped Some AI Data Center Leases, TD Cowen Says (Bloomberg)When There’s No School Counselor, There’s a Bot (WSJ)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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Well, kinda... But we do talk about how the show started, get a bit into the process of what I do every day. But mostly we get deep into where AI is going, my fears for silicon valley if the M&A activity doesn't pick up, why I got into investing, what it means if Silicon Valley is bigger than the government (maybe?) what it's like when that weird dude you talk to at a tech meetup becomes a billionaire, and why this is still the greatest job I've ever had. Thank you all for listening. Here's to 2,000 more episodes.
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Microsoft is claiming a historical quantum breakthrough with its first quantum processor, the Majorana 1. Google is going all in on the Gemini brand. The world’s thinnest foldable phone. Rabbit releases a demo it probably should have led with. And James Bond now works for Amazon.
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Microsoft announces quantum computing breakthrough with new Majorana 1 chip (The Verge)Microsoft’s Xbox AI era starts with a model that can generate gameplay (The Verge)Google app on iOS removing Gemini as it pushes users to full app (9to5Google)The world’s thinnest foldable phone doesn’t come cheap (The Verge)Rabbit shows off the AI agent it should have launched with (The Verge)'Bond' Producers Stepping Back From Iconic Franchise As Amazon MGM Studios Takes Creative Control (Deadline)Join us for the livestream tonight here: https://riverside.fm/studio/2000th-episode
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Apple has announced the new iPhone 16e. I’ve got all the details for you. The Humane AI Pin is definitively dead, and HP is acquiring the ashes. Yet ANOTHER potentially big new AI player. And why some Bytedance investors kind of don’t care if TikTok US gets split off. In fact, they might even prefer it.
Links:
Apple launches new iPhone 16e: Here’s everything you need to know (9to5Mac)All of Humane's AI pins will stop working in 10 days (Engadget)‘Pokémon Go’ Maker Nears $3.5 Billion Deal to Sell Games Unit (Bloomberg)Mira Murati debuts Thinking Machines Lab, her AI startup (Axios)ByteDance's US Backers Say China Growth to Counter Any TikTok Ban Damage (Bloomberg)Can AI Predict the Next Big IPO? Crunchbase Thinks So. (WSJ)2000th episode livestream link: https://riverside.fm/studio/2000th-episode
AI Engineer Summit
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xAI and Elon Musk have launched Grok-3, their cutting-edge AI model. Is it really a step forward? It’s really the cutting-edge? Andrej Karpathy is gonna tell us. The first tri-foldable phone is here. Is there a new huge AI player? And how Apple’s move to manufacture in India is going.
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Elon Musk’s xAI releases its latest flagship model, Grok 3 (TechCrunch)Impressions of Grok-3 (@karpathy)Huawei’s trifold phone launches outside of China (The Verge)Trump tariffs result in 10% laptop price hike in U.S. says Acer CEO (Tom's Hardware)OpenAI Co-Founder Sutskever’s Startup Is Fundraising at $30 Billion-Plus Valuation (Bloomberg)Apple’s quiet pivot to India (FT)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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