AI Business Bigger Than The Smartphone Business?

AI Business Bigger Than The Smartphone Business?

Will the US government take a stake in Intel? Why was Meta letting spicy conversation happen with their AI bots? What does it mean if Foxconn’s AI business is now bigger than its gadget assembly business? And of course, the Weekend Longreads Suggestions. Links: Trump Administration Said to Discuss Taking Stake in Intel (Bloomberg) Meta’s AI rules have let bots hold ‘sensual’ chats with kids, offer false medical info (Reuters) Forget Foxconn the iPhone factory. AI’s made it a server-slinger first and foremost (The Register) Apple returns blood oxygen monitoring to the latest Apple Watches (The Verge) Whoop Refuses to Pull Blood Pressure Tool After FDA Warning (Bloomberg) Weekend Longreads Suggestions: Big Tech’s A.I. Data Centers Are Driving Up Electricity Bills for Everyone (NYTimes) Behind Wall Street’s Abrupt Flip on Crypto (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Elon V. Sam Day 2

Elon V. Sam Day 2

The EU escalated its DSA probe against Meta over child safety failures on Instagram and Facebook. OpenAI has effectively abandoned its Stargate JV, China suspended new robotaxi licenses after a Baidu ...

29 Huhti 21min

Musk V. Altman

Musk V. Altman

The Musk v. Altman trial seated a jury in California, with opening arguments set for today. Microsoft and OpenAI amended their partnership, removing the AGI clause. OpenAI missed internal user and rev...

28 Huhti 15min

Meta Needs To Rethink Manus

Meta Needs To Rethink Manus

China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualc...

27 Huhti 21min

All The Headlines, All The Model Drops...

All The Headlines, All The Model Drops...

DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and G...

24 Huhti 23min

Another DeepSeek Moment On The Horizon?

Another DeepSeek Moment On The Horizon?

Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, Anthropic's secondary market valuation hits $1T on ...

23 Huhti 22min

Elon Buys Cursor?

Elon Buys Cursor?

SpaceX struck a deal giving it the option to acquire Cursor for $60B or pay $10B, as xAI scrambles to catch up in AI coding. Google unveiled new TPUs and an agent platform, OpenAI shipped ChatGPT Imag...

22 Huhti 20min

Tim Cook Rides Into The Sunset

Tim Cook Rides Into The Sunset

Apple named John Ternus as its next CEO, with Tim Cook stepping up to executive chairman on September 1. Amazon agrees to invest up to $25B more in Anthropic, Bezos' Project Prometheus nears a $10B ra...

21 Huhti 21min

Robots Winning The (Literal) Race

Robots Winning The (Literal) Race

Vercel confirmed a breach traced to an AI platform's compromised OAuth app. The NSA is using Anthropic's Mythos despite the Pentagon blacklist. Mac Minis face 12-week wait times from AI agent demand, ...

20 Huhti 21min

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