Thu. 10/03 – The Monster OpenAI Raise

Thu. 10/03 – The Monster OpenAI Raise

OpenAI raised their round, and it basically broke all the records. The whole Wordpress mess has gotten so crazy that WPEngine is suing. Using Ray-Ban Meta Smart Glasses to dox people in real time. And you’ll never guess the reason why you’re about to see more ads on streaming video. Hint: you’ll endure it. Sponsors: Lumen.me/ride Links: OpenAI raises $6.6 billion in largest VC round ever (Axios) OpenAI asks investors not to back rival start-ups such as Elon Musk’s xAI (Financial Times) OpenAI feels competitors breathing down its neck (Financial Times) WP Engine sues WordPress co-creator Mullenweg and Automattic, alleging abuse of power (TechCrunch) Someone Put Facial Recognition Tech onto Meta's Smart Glasses to Instantly Dox Strangers (404Media) Spotify adds a new, automatically updating playlist for offline listening (TechCrunch) Amazon to increase number of advertisements on Prime Video (Financial Times) Venture Dealmaking Reflects Selective Tastes of Investors (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

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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...

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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

The “Covid Moment” For AI?

The “Covid Moment” For AI?

Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More weird musical chairs at the AI companies. TikTok but ...

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AI: Better, Faster, Stronger… Or Just Working Harder?

AI: Better, Faster, Stronger… Or Just Working Harder?

So, have you hit the ads in ChatGPT yet, cause they’re there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chinese AI launches. The coming deluge of social media tr...

10 Helmi 19min

The AI Superbowl

The AI Superbowl

Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits...

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Piracy Is Back!

Piracy Is Back!

Claude Opus 4.6 arrives to crown Anthropic’s very good week, at least, for them it was good. You thought tech was spending big to build out for AI, but this week we’ve seen how big. Crypto seems to ha...

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Is Software Eating The World Being Eaten By AI?

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Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of software eating the world in the process of being eate...

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