Wed. 10/23 – Strong ARM Tactics

Wed. 10/23 – Strong ARM Tactics

A huge dispute in the semiconductor space has gone nuclear with implications that are crazy. Anthropic’s new AI app can control your computer for you. Runway’s new model lets you do your own motion capture. And farewell to Foursquare, the OG version at least. Links: Arm to Scrap Qualcomm Chip Design License in Feud Escalation (Bloomberg) Anthropic’s new AI can use computers like a human, redefining automation for enterprises (VentureBeat) Apple Sharply Scales Back Production of Vision Pro (The Information) Runway’s Act-One uses smartphone cameras to replicate facial expression motion capture (Silicon Angle) ‘This is a game changer’: Runway releases new AI facial expression motion capture feature Act-One (VentureBeat) Farewell to Foursquare’s app (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(2390)

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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