Tue. 09/10 – Strawberries In 2 Weeks?

Tue. 09/10 – Strawberries In 2 Weeks?

Apple loses its longest standing regulatory battle in the EU. Some drips and drabs from yesterday’s iPhone event. Would a phone you can fold three times be more enticing than a phone that folds two times? And are we about to see that new Strawberry AI model from OpenAI by the end of the month? Sponsors: Timeline.com/ride Links: Apple must pay 13 billion euros in back taxes, EU’s top court rules (CNBC) iPhone 16 battery life: How much better is it? (9to5Mac) Huawei launches $2,800 trifold phone hours after Apple debuts iPhone 16 (CNBC) Oracle’s Missteps in Cloud Computing Are Paying Dividends in AI (WSJ) New Details on OpenAI’s Strawberry; Apple’s Siri Makeover; Larry Ellison Doubles Down on Data Centers (The Information) Audible to Start Generating AI Voice Replicas of Select Audiobook Narrators (Bloomberg) JPMorgan Plans to Report Customers Who Exploited TikTok ‘Glitch’ to Authorities (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

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I Don’t Think You Understand What “Sandboxed” Means

I Don’t Think You Understand What “Sandboxed” Means

Anthropic revealed Claude broke into three real organizations during cybersecurity tests it thought were simulations. Apple slid 10% as component shortages hit its outlook, Amazon jumped on accelerati...

31 Heinä 19min

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 unde...

30 Heinä 19min

Is Everybody Racing RSI?

Is Everybody Racing RSI?

Over 1,100 AI staffers signed a letter asking Washington to help pace frontier development. Wall Street got nervous as AI capex ballooned, Silicon Valley's backlash against Anthropic built over open w...

29 Heinä 20min

Anthropic Doesn't Hate Open Weights, Says Anthropic.

Anthropic Doesn't Hate Open Weights, Says Anthropic.

Dario Amodei said Anthropic never backed an open-weights ban, pitching mandatory safety tests instead as OpenAI and Google signed on. Altman headed to Washington, Korea's KOSPI cratered 11% on AI jitt...

28 Heinä 19min

Nvidia On The March

Nvidia On The March

Nvidia committed $5B to Ilya Sutskever's SSI and weighed a $250B backstop for OpenAI's Ohio megaproject. CXMT soared 466% in its debut, Amazon filed for 5,105 satellites, Apple delayed AI glasses, and...

27 Heinä 20min

Stripe Wants To Buy Everything

Stripe Wants To Buy Everything

Stripe was in talks to buy OpenRouter for as much as $10B while still chasing PayPal. Midjourney bought astrology app Co-Star, Meta launched Facebook Verified and a standalone Seller app, and Nvidia a...

24 Heinä 20min

Even OpenAI Folks Are Freaked Out

Even OpenAI Folks Are Freaked Out

OpenAI staff were reportedly freaked out after its models breached Hugging Face, as aggressive training raced Anthropic. Google posted its first-ever negative free cash flow on AI spending, added self...

23 Heinä 21min

The AI Has Escaped Containment

The AI Has Escaped Containment

OpenAI said its models breached Hugging Face's infrastructure during a cyber-capability test. The White House accused Moonshot AI of distilling Anthropic's Fable to build Kimi K3, and Samsung unveiled...

22 Heinä 21min

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