Mon. 04/15 – Onshoring And Halving
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Mon. 04/15 – Onshoring And Halving

Really looks like high-end re-shoring of chip tech is happening, and happening soon. What if satellite telephony becomes a table-stakes smartphone feature? Get ready for the bitcoin halving. Does anyone have invites to Airchat? And get ready for 4TB, yes, TB, SD cards. Sponsors: Shopify.com/ride ArcticWolf.com/techmeme Links: Samsung boosts Joe Biden’s chipmaking ambitions with Texas plant upgrade (Financial Times) Exclusive: Google Pixel 9 series to get emergency satellite connectivity, new modem (Android Authority) Bitcoin ‘Halving’ Will Deal a $10 Billion Blow to Crypto Miners (Bloomberg) ChatGPT essay cheats are a menace to us all (Financial Times) Naval Ravikant’s Airchat is a social app built around talk, not text (TechCrunch) 4TB SD cards are arriving in 2025 for your cameras and laptops (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

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When AI Breaks Things

When AI Breaks Things

When your AI bot breaks your operations, even when you’re AWS. More on OpenAI’s hardware plans. Hey, remember Perplexity? What’s up with them? Is Uber roadkill in the self-driving car horserace? And, ...

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A Canticle For Leibowitz

A Canticle For Leibowitz

Gemini is getting with the increased cadence of AI releases. Honestly, can we even keep up at this point? A dispatch from the social media trial as Zuck takes the stand. At long last, Amazon dethrones...

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New Pixel

New Pixel

New pixel phone. A bunch of new AI models including Gemini’s entry into the music AI space. Everybody is trying to make AI fetch happen in India. And Matthew Ball’s state of the gaming industry report...

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AI Gettin' SaaS-y

AI Gettin' SaaS-y

The big regulatory guns are out for Grok. Memory chip shortage now hit the Steam Deck. Manus is already coming to your favorite messaging app. Turns out Buy Now Pay Later really works for vacations. A...

17 Helmi 21min

OpenAI Grabs OpenClaw’s Creator

OpenAI Grabs OpenClaw’s Creator

OpenClaw’s creator is joining OpenAI, but the OpenClaw project lives on. The AI-caused memory shortage might delay the next Playstation. Is the Pentagon about to cut ties with Anthropic? And Vitalik B...

16 Helmi 20min

How To AI With WSJ's Chris Mims

How To AI With WSJ's Chris Mims

Buy Chris' book: How To AI Learn more about your ad choices. Visit megaphone.fm/adchoices

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Anthropic Makes Its Move

Anthropic Makes Its Move

Anthropic raises the second largest financing round of all time. Other AI players are beginning to show hockey stick revenue growth. Meta wants to add facial recognition to its glasses. Ring pulls bac...

13 Helmi 19min

Pour Moi, C'est Le Déluge

Pour Moi, C'est Le Déluge

Aaannddd…. Right on time here come the Chinese AI models. Elon Musk kicks off a major reorg of xAI. Google is warning of AI distillation attacks. New Waymo cars hit the road. And another interesting A...

12 Helmi 21min

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