Fri. 09/04 – Ad-Pocalypse (Not) Now

Fri. 09/04 – Ad-Pocalypse (Not) Now

The Attorney General seems to want an antitrust case against Google within weeks. Apple has delayed the Ad-pocalypse. Why the games industry is where Epic has all the leverage against Apple. Will a new display tech bridge the gap between e-ink and traditional displays? And of course, the weekend longreads suggestions. Sponsors: Metalab.co Today In Digital Marketing Podcast Links: Justice Dept. Plans to File Antitrust Charges Against Google in Coming Weeks (NYTimes) Apple to Delay iOS Change Roiling Mobile Ad Market (The Information) Apple App Store Draws New Scrutiny in Japan, Epicenter of Gaming (Bloomberg) Oculus halts headset sales in Germany (GamesIndustry.biz) TCL's new paper-like display can also play videos (Engadget) Weekend Longreads: Cash App’s Surge During Covid-19 Pandemic Fuels Square Stock (WSJ) The Digital Future of Tabletop Games (A16Z) Robot Boats Leave Autonomous Cars in Their Wake (WSJ) Tech Startup, Trying to Be Amazon for Farms, Runs Into Ag Giants (WSJ) Inside Fitbit’s Plan to Detect Covid Symptoms With a New Wearable (OneZero) How I hacked my Lego NES into a real console (Input) 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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