Afleveringen
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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 Nvidiaās 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 āinferenceā is driving competition to Nvidiaās 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 Iāve 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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Chinaās Autonomous Agent, Manus, Changes Everything (Forbes)Manus probably isnāt Chinaās second āDeepSeek momentā (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 āstablecoin gold rushā (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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Zijn er afleveringen die ontbreken?
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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 āAI Wrapperā 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 āAppsā (Bloomberg)Weekend Longreads Suggestions:
McDonaldās 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)Alibabaās 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 Searchās new āAI Modeā 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 canāt 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! Theyāre 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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Muskās 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 ā and Redditās (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)Nothingās 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)Googleās Gemini now lets you ask questions using videos and whatās on your screen (TechCrunch)Googleās Sergey Brin Urges Workers to the Office āat Leastā Every Weekday (NYTimes)Peter Thiel-backed fintech Ramp nearly doubles valuation to $13bn (Financial Times)Appleās 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, itās 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 itās not a frontier AI model (The Verge)OpenAI CEO Sam Altman says the company is āout of GPUsā (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 OpenAIās 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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Nvidiaās 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 Muskās Starlink, sources say (Washington Post)Researchers puzzled by AI that praises Nazis after training on insecure code (Ars Technica)iPhone 16E review: Eh, itās 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. Itās called Alexa+ and it can do plenty of neat things, but unless youāre a Prime subscriber, itās 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 heistāthe 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 ātiny teamsā the new startup meme in Silicon Valley.
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Anthropic launches a new AI model that āthinksā 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)Appleās $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 Cryptoās Worst Hack With Almost $1.5 Billion Stolen (Bloomberg)Bybit Hack (CoinDesk)Microsoft Dropped Some AI Data Center Leases, TD Cowen Says (Bloomberg)When Thereās No School Counselor, Thereās 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 worldās 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)Microsoftās 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 worldās thinnest foldable phone doesnāt 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. Iāve 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 donāt care if TikTok US gets split off. In fact, they might even prefer it.
Links:
Apple launches new iPhone 16e: Hereās everything you need to know (9to5Mac)All of Humane's AI pins will stop working in 10 days (Engadget)āPokĆ©mon Goā 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? Itās 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 Appleās move to manufacture in India is going.
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Elon Muskās xAI releases its latest flagship model, Grok 3 (TechCrunch)Impressions of Grok-3 (@karpathy)Huaweiās 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 Sutskeverās Startup Is Fundraising at $30 Billion-Plus Valuation (Bloomberg)Appleās 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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The vultures are circling Intel, if thatās not too aggressive an analogy. OpenAIās board officially rejects Elonās bid. Zelle is quietly the biggest player in P2P payments. Everybody wants to go after robotics as the next big thing. And why over a thousand tech unicorns are in trouble.
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TSMC Considers Running Intelās US Factories After Trump Team Request (Bloomberg)Broadcom, TSMC Weigh Possible Intel Deals That Would Split Storied Chip Maker (WSJ)OpenAI Rejects Elon Muskās $97.4 Billion Bid for Control of the Company (NYTimes)Zelle payments top $1 trillion in 2024 as networkās growth outpaces rivals including PayPal (CNBC)TikTok Grabs Market Share From Shein Despite Looming Risks (Bloomberg)Meta Plans Major Investment Into AI-Powered Humanoid Robots (Bloomberg)Apple and Meta Are Set to Battle Over Humanoid Robots (Bloomberg)The Unicorn Boom Is Over, and Startups Are Getting Desperate (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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TikTok is back in the app stores. But the biggest news is that Arm is going to make its own chips, thereby upending how the entire semiconductor industry has been constituted. Why Reddit has been killing it lately. And in the Weekend Longreads Suggestions, what if TikTok, but for Wikipedia?
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Apple, Google Restore TikTok App After Assurances From Trump (Bloomberg)Arm to launch its own chip in move that could upend semiconductor industry (Financial Times)Shein IPO plans hit by Trumpās low-cost parcels crackdown (Financial Times)AI Licensing Deals With Google and OpenAI Make Up 10% of Reddit's Revenue (AdWeek)Weekend Longreads Suggestions:
Forget DeepSeek. Large language models are getting cheaper still (The Economist)How a resurgent Walmart saw off the Amazon threat (Financial Times)Developer creates endless Wikipedia feed to fight algorithm addiction (Ars Technica)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 maybe have a roadmap for GPT-5, but also, is it not really GPT-5 just a renaming of what they already have in the pipeline? Itās kind of weird. Elon gives his conditions for dropping his takeover bid. Utility companies say the AI hype is real, but what if, in the end, the end users donāt actually show up?
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OpenAI postpones its o3 AI model in favor of a āunifiedā next-gen release (TechCrunch)Elon Musk will withdraw bid for OpenAIās nonprofit if its board agrees to terms (TechCrunch)Musk, Altman Spar Over $97.4 Billion OpenAI Bid in Court Filings (Bloomberg)The Apple TV app is now available on Android: watch Apple TV+ and MLS Season Pass (9to5Mac)Meta Opens Facebook Marketplace to Rivals in EU Antitrust Clash (Bloomberg)Data Center Power Demand Almost Doubled in Virginia, Utility Says (Bloomberg)AI Agents Are Everywhereā¦and Nowhere (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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