Afleveringen
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Move big moves in the gaming space. But we need to talk about that CoreWeave IPO. It. Didn’t. Go. Well. Facebook has a shocking idea: what if you could see what your friends were up to? Anthropic says it’s getting close to understanding how LLM’s actually work. And, of course, the Weekend Longreads Suggestions.
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‘Assassin’s Creed’ Maker Ubisoft Jumps After Games Carve Out (Bloomberg)CoreWeave prices IPO at $40 a share, below expected range (CNBC)CoreWeave’s Shaky IPO Signal (The Information)Facebook Returns to Its Roots: Showing Posts From Friends and Family (NYTimes)Thoughts on setting policy for new AI capabilities (Joanne Jang)Anthropic makes a breakthrough in opening AI’s ‘black box’ (Fortune)Weekend Longreads Suggestions:
Yahoo Is Still Here—and It Has Big Plans for AI (Wired)Inside arXiv—the Most Transformative Platform in All of Science (Wired)YouTube Video Of My Essay
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Everyone is using that new ChatGPT image generator to make Miyazaki memes. Google is taking Android development private. Are we seeing signs of an AI datacenter pullback? Now even you can do extra gig work for Instacart. And quantum computers seem to have cracked truly random random number generators.
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OpenAI’s viral Studio Ghibli moment highlights AI copyright concerns (TechCrunch)OpenAI CEO Responds to ChatGPT Users Creating Studio Ghibli-Style AI Images (Variety)Exclusive: Google will develop the Android OS fully in private, and here's why (AndroidAuthority)Microsoft Abandons Data Center Projects, TD Cowen Says (Bloomberg)China built hundreds of AI data centers to catch the AI boom. Now many stand unused. (MIT Technology Review)Apple chips will be made in US at faster pace, says TSMC (9to5Mac)Instacart will pay shoppers to take videos of store shelves (The Verge)JPMorgan Says Quantum Experiment Generated Truly Random Numbers (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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It’s all AI today basically. New Gemini “thinking” models. New “deep reasoning” agents for Copilot. But the really big news is the new image generator from OpenAI. Fidelity wants to get in the stablecoin business. And if Europe wants to create its own Starlink, it’s got some serious hurdles to overcome.
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OpenAI rolls out image generation powered by GPT-4o to ChatGPT (The Verge)Gemini 2.5 Pro is Google’s ‘most intelligent AI model’ with thinking built-in (9to5Google)Microsoft adds ‘deep reasoning’ Copilot AI for research and data analysis (The Verge)Fidelity plans to launch stablecoin in digital assets push (FT)‘No substitute’: Europe’s battle to break Elon Musk’s stranglehold on the skies (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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Looks like the EU is bringing down the hammer on Meta. Waymo’s next city is Washington DC. Napster continues to live! And it has a new owner! Maybe domestic chip production can be cost competitive? And what happens if Europe decouples from Silicon Valley?
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European Union to slap Meta with fine up to $1B or more for breaching strict antitrust rules: sources (NYPost)EToro Files for IPO Showing Commissions Jumped 46% Last Year (Bloomberg)Waymo plans robotaxi launch in Washington, DC in 2026 (The Verge)Napster pioneered music sharing over 25 years ago. It just got bought for $207 million (CNBC)Producing wafers at TSMC Arizona is only 10% more expensive than in Taiwan: TechInsights (Toms Hardware)Trump’s Aggression Sours Europe on US Cloud Giants (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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23andMe files for Chapter 11 bankruptcy. Are mergers and acquisitions officially back on the menu of Silicon Valley? Are cameras coming to the Apple Watch? Devs, does your AI experience line up with your peers? And how Broadway is using AI live translation to reach new audiences.
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DNA Tester 23andMe Files Bankruptcy to Sell Firm, CEO Quits (Bloomberg)Big Startup Deals Soar to $55 Billion, Passing Quarterly Record (Bloomberg)Ticket reseller StubHub files for an IPO (Axios)AI Chip Startup FuriosaAI Rejects Meta’s $800 Million Offer (Bloomberg)Google is rolling out Gemini’s real-time AI video features (The Verge)Apple Working on Turning Watches Into AI Devices With Cameras (Bloomberg)How Software Engineers Actually Use AI (Wired)New York’s longest-running play offers AI-powered live translations to attract new audiences (Semafor)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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That whole thing with Meta allegedly scraping all the world’s books using LibGen is back in the news. Cloudflare is fighting AI scraping with AI slop. A super interesting executive shakeup at Apple. And, of course, the Weekend Longreads Suggestions.
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The Unbelievable Scale of AI’s Pirated-Books Problem (The Atlantic)Cloudflare builds an AI to lead AI scraper bots into a horrible maze of junk content (The Register)Apple Shuffles AI Executive Ranks in Bid to Turn Around Siri (Bloomberg)Gmail rolling out AI-powered ‘Most relevant’ search update (9to5Google)Weekend Longreads Suggestions:
How the AI Boom Created the Most Valuable Monopolies in History (Bloomberg)One Man’s Crypto Windfall Is Funding a $1 Billion Space Station Dream (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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SoftBank acquires a chip making startup. Nvidia says it hasn’t been approached to help save Intel. OpenAI announces another expensive AI tier. Apple TV+ is losing more than a billion dollars a year. And do Apple’s recent stumbles indicate their where Microsoft was in the Windows Vista era?
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SoftBank Seals $6.5 Billion Deal for Chip Designer Ampere (Bloomberg)Nvidia CEO says company has not been asked to buy a stake in Intel (Reuters)Nvidia to spend hundreds of billions on US supply chain, says chief (FT)A First Look at How Apple’s C1 Modem Performs With Early Adopters (Ookla)OpenAI’s o1-pro is the company’s most expensive AI model yet (TechCrunch)Apple Streaming Losses Top $1 Billion a Year (The Information)Apple innovation and execution (Benedict Evans)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 EU Commission has brought the hammer down on Apple and Google at the same time. All the big news from Nvidia’s big event yesterday. More details on that Google/Wiz deal. Two new Pebble smartwatches and Google’s new entry-level Pixel… that you can’t preorder yet.
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EU sends Apple first DMA interoperability instructions for apps and connected devices (TechCrunch)Google Search charged with breaking EU antitrust rules (The Verge)Nvidia announces Blackwell Ultra and Rubin AI chips (CNBC)The key takeaways from Nvidia CEO Jensen Huang’s GTC keynote (SiliconAngle)NVIDIA GTC 2025 – Built For Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math, Feynman (SemiAnalysis)Google's $32 billion deal for Wiz accelerated under Trump, sources say (Reuters)The first new Pebble smartwatches are coming later this year (The Verge)The Pixel 9A is a midrange phone that actually looks like a good deal (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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We get that first big test of M&A I was looking for as Alphabet acquires Wiz. Is Roku going to force us to watch ads just to turn on our TVs? The AI coding assistant space continues to be hot. The breakthrough in electric vehicle charging that could really change the game. And what exactly does Lumon Industries do?
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Google Strikes $32 Billion Deal for Cybersecurity Startup Wiz (WSJ)“Awful”: Roku tests autoplaying ads loading before the home screen (Ars Technica)Critical RCE flaw in Apache Tomcat actively exploited in attacks (Bleeping Computer)Cognition AI Hits $4 Billion Valuation in Deal Led by Lonsdale’s Firm (Bloomberg)BYD Shares Jump to Record on Five-Minute EV Battery Charging (Bloomberg)They Named Their Companies Lumon. Then ‘Severance’ Aired. (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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Europe wants to ween itself off of foreign big tech. Could this be the sign of a future rift with Silicon Valley? The weird case of Rippling versus Deel. Klarna lands a big fish. What the Coreweave IPO could mean for tech. And how the new iPhone Air signals a big hardware design change at Apple.
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European tech industry coalition calls for ‘radical action’ on digital sovereignty — starting with buying local (TechCrunch)Accusations of Corporate Espionage Shake a Software Rivalry (NYTimes)Klarna, nearing IPO, plucks lucrative Walmart fintech partnership from rival Affirm (CNBC)CoreWeave serves as bellwether for AI in soft IPO market (Semafor)Apple’s iPhone 17 ‘Air’ Is a Step Toward a Slimmer, Port-Free Era (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 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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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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