Thu. 04/25 – Zuck Is Disappointing Wall Street Again
Tech Brew Ride Home25 Huhti 2024

Thu. 04/25 – Zuck Is Disappointing Wall Street Again

Meta’s earnings were fine, but it’s what Zuck warned about spending that has Wall Street nervous. Sub 2nm chips are on their way. An AI startup has a big new raise after its big raise just a month ago. Google Meet lets you jump devices. And the first reviews of the Rabbit R1 are out. Links: Zuckerberg Asks for Patience as Meta’s AI Push Spooks Market (Bloomberg) Zuckerberg says it will take Meta years to make money from generative AI (The Verge) TSMC aims to produce ultra-advanced 1.6-nm chips by 2026 (NikkeiAsia) Six-Month-Old AI Coding Startup Valued at $2 Billion by Founders Fund (The Information) Google Meet will let you transfer calls between web and phone with ‘Switch here’ (9to5Google) A morning with the Rabbit R1: a fun, funky, unfinished AI gadget (The Verge) Rabbit R1 hands-on: Already more fun and accessible than the Humane AI Pin (Engadget) Rabbit’s R1 is a little AI gadget that grows on you (TechCrunch) First Ones videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

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Claude Fable 5

Claude Fable 5

Anthropic released Claude Fable 5, a guardrailed Mythos-class model, to the public and Mythos 5 to trusted partners. OpenAI confidentially filed for an IPO. Hackers injected credential-stealing malwar...

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WWD-See... Anything?

WWD-See... Anything?

Apple unveiled Siri AI at WWDC, built on Google's Gemini, launching in beta with no firm date. Google signed a $920M/month SpaceX compute deal, Trump floats government equity stakes in AI labs, and Op...

8 Kesä 22min

The Bots Have Won The Web!

The Bots Have Won The Web!

Bots passed human web traffic for the first time, per Cloudflare's CEO. The S&P 500 rejected fast-entry for mega-cap IPOs like SpaceX. Anthropic embedded engineers at the NSA, Meta hid face-recognitio...

5 Kesä 20min

Small And Open Source Still Has A Horse In This Race

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 ...

4 Kesä 21min

Microsoft Build

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?

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.

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

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

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