Small And Open Source Still Has A Horse In This Race

Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp raised $750M at $44B, and Anthropic says 80%+ of its merged code is now Claude-authored. Google releases Gemma 4 12B, an 11.95B-parameter unified, encoder-free open multimodal model that can run locally on devices with 16GB of VRAM or unified memory (VentureBeat) Public First: 26% of Americans support increased data center construction, the lowest share among 15 large countries, such as Brazil, Japan, the UK, and Canada (FT) Sam Altman and Dario Amodei are among the signatories on a public letter urging improved tracking of synthetic DNA that could be used in AI-developed bioweapons (Wired) TSMC CEO C.C. Wei says the company won't be able to fulfill the demand led by US customers even as more capacity comes online in the US over the next few years (Bloomberg) Corporate spending management platform Ramp raised $750M at a $44B valuation led by Iconiq, Singapore's GIC, and the OTPP, taking its total funding to $3B (Bloomberg) Anthropic details its progress toward recursive self-improvement, and its implications, and says 80%+ of the code merged into its codebase is authored by Claude (Anthropic) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Microsoft Build

Microsoft dominated Build with Scout, an always-on Teams agent, the Surface RTX Spark Dev Box, its first reasoning model MAI-Thinking-1 aimed squarely at Anthropic, and Project Solara for agent-first ...

3 Kesä 19min

What Will These IPOs Do To The Stock Market?

Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80...

2 Kesä 22min

Interviewing For A Job At Anthropic? DON’T Use AI.

Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniM...

1 Kesä 21min

Portfolio Profile: Sora

Find out more about Sora here. Find out more about the Ride Home Fund here. Learn more about your ad choices. Visit megaphone.fm/adchoices

31 Touko 46min

New Claude, New Realities

Anthropic dropped Opus 4.8 with dynamic workflows for Claude Code and raised $65B at a $965B valuation, overtaking OpenAI. Blue Origin's New Glenn exploded during testing, Amazon killed its AI usage l...

29 Touko 24min

RAMpocalypse Now!

Valve hiked Steam Deck prices by up to $300 as RAMageddon hits consumer electronics. Bloomberg detailed Apple's Siri overhaul ahead of WWDC, Meta rolls out subscription plans for Instagram, Facebook, ...

28 Touko 21min

What If GPT-5.5 Is Actually Way Ahead?

Robinhood launched agentic stock trading, letting users link Claude or Cursor to dedicated accounts. Micron hit $1T market cap in record time on AI memory demand. YouTube now auto-labels AI content, a...

27 Touko 21min