The AI Trade

The AI Trade

Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT under the DSA, and airlines let AI set fares. Microsoft's Shares Surge on Fastest Cloud Growth Since 2022 (Bloomberg) Meta Falls After Defending AI Bets to Skeptical Investors (Bloomberg) AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say (CNBC) Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as "very large online platforms" under the DSA as soon as August (Bloomberg) Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares (Bloomberg) Subscribe to the ad-free feed.

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Jaksot(2443)

OpenAI's Office Was Bugged

OpenAI's Office Was Bugged

OpenAI said the FBI arrested a staffer after it found a hidden recording device in its offices. Netflix cut about 1,000 jobs, Microsoft patched a record 1,416 vulnerabilities, and the FBI shut down No...

14 Loka 20min

HomeView

HomeView

Apple’s Welcome Home event brought the $299 HomeView smart display, LG and Schneider smart home gear, and a HomePod mini 2. Meta’s Muse Wonder caught up to the frontier, and Epic delayed a game over “...

13 Loka 22min

Has AI Cooked Gaming?

Has AI Cooked Gaming?

Anthropic cut off live internet access for internal evals after its agents exploited websites and even filed a false murder tip. Microsoft unveiled its Maia 300 chip, Nadella pushed for an AI “emergen...

12 Loka 22min

Is Elon Musk Coming For Your Phone Plan?

Is Elon Musk Coming For Your Phone Plan?

Fired OpenAI safety researchers disputed their dismissals and OpenAI pushed back. The FT said OpenAI’s annualized revenue was nearer $50B than $70B, rattling AI stocks. SpaceX bought spectrum to take ...

9 Loka 22min

Are AI Labs Trying to Break Encryption?

Are AI Labs Trying to Break Encryption?

Scott Aaronson said AI labs had started testing whether their newest models could break cryptography, and Vitalik Buterin urged taking it seriously. Anthropic launched Haiku 5.5, Google unveiled a uni...

8 Loka 21min

Did OpenAI's Secret Model Just Crack Math?

Did OpenAI's Secret Model Just Crack Math?

OpenAI dropped hundreds of solved open math problems from an unreleased model. HBO Max and Paramount Plus agreed to become one streamer. Apple's smart home push leaked, including LG-branded gear. Ring...

7 Loka 20min

Le Chonk

Le Chonk

Nvidia-backed Reflection unveiled Beam, a US open-weights model taking on Chinese labs. Plus, SemiAnalysis said Claude subscriptions were a better deal than OpenAI's, Meta and Microsoft cut back on Cl...

6 Loka 21min

Why Did Another OpenAI Safety Insider Quit?

Why Did Another OpenAI Safety Insider Quit?

An ex-OpenAI safety staffer quit, saying AI labs needed to get it right the first time. Plus, Western open-weight models were coming, Meta's Muse kept a page on everyone you know, SpaceXAI got renamed...

5 Loka 21min

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