Wall Street: Spend! (But Not Too Much…)

Wall Street: Spend! (But Not Too Much…)

Three big tech earnings reports give a mixed message. Wall Street wants you to spend on the AI buildout, but not too much, and maybe not you, Meta. Sora already has some new features. More details on OpenAI’s IPO timeline. And maybe the AI agents are not yet ready for prime time. Big Tech tests investors’ patience with $80bn AI investment spree (FT) OpenAI adds reusable ‘characters’ and video stitching to Sora (The Verge) AI Coding Leader Cursor Says New Agent Fields Tougher Tasks (Bloomberg) Exclusive: OpenAI lays groundwork for juggernaut IPO at up to $1 trillion valuation (Reuters) AI Agents Are Terrible Freelance Workers (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Day Of All The Models

The Day Of All The Models

SpaceXAI debuted Grok 4.5 with Cursor, targeting Opus-level performance at lower cost. Meta launched Muse Spark 1.1 via API, OpenAI rolled out full-duplex GPT-Live voice models, PrismML ran the larges...

9 Heinä 21min

China (AI) Rising

China (AI) Rising

Chinese AI models grabbed over 30% of US token use as Beijing weighed curbing access. Anthropic expanded Cowork to mobile and web, Meta launched its first AI image generator on Instagram and WhatsApp,...

8 Heinä 21min

Xbox Decimated By Layoffs

Xbox Decimated By Layoffs

Microsoft laid off ~4,800 employees and gutted Xbox by 3,200 jobs while divesting five studios. Samsung's profit rocketed past Nvidia's, Meta faced a $1.4 trillion lawsuit demand, xAI rebranded to Spa...

7 Heinä 22min

(BNS) Using AI To Manage Your Back Yard

(BNS) Using AI To Manage Your Back Yard

This is the article we reference in the conversation: My yard is dying, so I made an app for that (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

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(BNS) How I Used AI To Transform My Job

(BNS) How I Used AI To Transform My Job

In the fast-paced world of live sports broadcasting, the role of a vision mixer is crucial yet often overlooked. Today, we’re diving into the insights shared by David Steer, an experienced vision mixe...

3 Heinä 1h 9min

OpenAI To Give It Away?

OpenAI To Give It Away?

OpenAI floated giving the US government a 5% stake to court the Trump administration. Nvidia promised to backstop cloud providers for a revenue cut, SpaceX showed investors an xAI phone prototype, App...

2 Heinä 22min

NOW Fable's Back?

NOW Fable's Back?

Anthropic said Commerce lifted export controls on Fable 5 and Mythos 5, restoring access Wednesday, and launched Sonnet 5. Sony is ending PlayStation game discs in 2028, a 140-company group unveiled O...

1 Heinä 20min

Comcast Spins Out

Comcast Spins Out

Comcast moved to spin off NBCUniversal and Sky into a new public company. The Supreme Court limited geofence warrants, Australia sued Amazon over Prime Video ads, Chamath returned to lead his AI codin...

30 Kesä 20min

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