Afleveringen
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Is the UK government about to force Apple to put backdoors into all of our iPhones? Tallying up the Tech Earnings week of CAPEX announcements. We might get a new iPhone next week. The Weekend Longreads suggestions. And listen to the end of the show cause I’m running an experiment.
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U.K. orders Apple to let it spy on users’ encrypted accounts (Washington Post)Amazon plans to spend $100 billion this year to capture ‘once in a lifetime opportunity’ in AI (CNBC)Tech Giants Double Down on Their Massive AI Spending (WSJ)Apple’s Long-Awaited Overhaul of iPhone SE Nears Release (Bloomberg)Softbank set to invest $40 billion in OpenAI at $260 billion valuation, sources say (CNBC)Weekend Longreads Suggestions:
How is Fortnite's Attempt to Become the YouTube of Gaming Going? (Posting Nexus)The Sims Turned Players Into Gods. And Farmers. And Vampires. And Landlords. (NYTimes)Signup to the Premium Feed at tech.supercast.tech
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Now researchers say they have trained a cutting edge AI model for… checks notes… $50. Not $50 million dollars. $50. Dollars. Get ready for the superbowl of AI ads. Amazon has scheduled an Alexa AI event. And also, why does Amazon fail so hard when it comes to physical retail?
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Researchers created an open rival to OpenAI’s o1 ‘reasoning’ model for under $50 (TechCrunch)Google Kills Diversity Hiring Targets (WSJ)Google Unwinds Employee Diversity Goals, Citing Trump’s D.E.I. Orders (NYTimes)OpenAI Set to Make Super Bowl Ad Debut (WSJ)OpenAI to Air Its First Super Bowl Ad (AdWeek)Amazon's AI revamp of Alexa assistant nears unveiling (Reuters)Bill banning social media for youngsters advances (Politico)Trump's de minimis cancellation is bad news for Temu, but worse for Shein (Reuters)Amazon, King of Online Retail, Can’t Seem to Make Its Physical Stores Work (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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Zijn er afleveringen die ontbreken?
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Temu And Shein got a reprieve from the USPS, but they are still in deep, deep trouble. I’ll explain why. Alphabet earnings disappoint their investors but cheer investors of Nvidia. Google and Meta going in different directions when it comes to AI. And why are people increasingly refusing to pay ransomware?
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USPS Resumes Accepting Packages From China After Unexpected Suspension (Wired)Google expects to spend $75 billion this year on the AI race (The Verge)Google drops pledge not to use AI for weapons or surveillance (The Washington Post)Meta says it may stop development of AI systems it deems too risky (TechCrunch)After a bruising year, Sonos readies its next big thing: a streaming box (The Verge)35% Year-over-Year Decrease in Ransomware Payments, Less than Half of Recorded Incidents Resulted in Victim Payments (Chainalysis)Apple Launches New 'Invites' App (MacRumors)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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Is the US government about to get into, or at least, heavily impact the VC investing business? Apparently, the trade war with China is still on. The resurrection of Twitterific. And how Spotify has quietly stopped investing, and started getting real about profitability.
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Trump Signs Executive Action to Create Sovereign Wealth Fund (Bloomberg)China Hits Back Against Trump’s Tariffs With Targeted Actions (Bloomberg)China targets Google, Nvidia and Intel as Trump tariffs bite (Financial Times)Twitterrific team launches new ‘Tapestry’ iPhone app for Bluesky, Mastodon, RSS, more (9to5Mac)Opera’s new browser might save you from doomscrolling (The Verge)Spotify Reports First Full-Year Profit (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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OpenAI unveils Deep Research, an AI agent just for that. I’ll explain. Are Shein and Temu first up to feel the brunt of the new Trump tariffs? Apple canceled the AR project I assumed they would be pivoting toward. And the Beatles won a Grammy last night with the first AI augmented song to ever win a Grammy.
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OpenAI unveils a new ChatGPT agent for ‘deep research’ (TechCrunch)Trump Targets Loophole Temu, Shein Used to Take On Amazon (Bloomberg)Shein to Face EU Consumer Law Probe Under E-Commerce Crackdown (Bloomberg)Apple Scraps Work on Mac-Connected Augmented Reality Glasses (Bloomberg)Stablecoins are finding product-market fit in emerging markets (TechCrunch)That AI-restored Beatles song won Grammy for Best Rock Performance (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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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.
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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.
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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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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.
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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
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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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