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
30 Loka 21min
Nvidia $5T
Nvidia announced a whole bunch of things yesterday and that sent their market cap above $5 trillion for the first time. Grammarly rebrands as Superhuman. Character.ai moves to banning kids outright. And is the first home robot actually here, or is this vaporware? Uber Eyes Fleet of 100,000 Nvidia-Based Robotaxis Beginning 2027 (Bloomberg) OpenAI’s Promise to Stay in California Helped Clear the Path for Its IPO (WSJ) Grammarly is changing its name to Superhuman (The Verge) AI start-up Character.ai bans teens from talking to chatbots (FT) Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite (WSJ) 1X Neo is a $20,000 home robot that will learn chores via teleoperation (Engadget) Learn more about your ad choices. Visit megaphone.fm/adchoices
29 Loka 21min
OpenAI Has Gone For-Profit
OpenAI has officially done its whole reorg to for-profit thing. Amazon is cutting a metric ton of employees and its blaming AI. Elon launches Grokpedia to take on Wikipedia. And does Anthropic’s success in the enterprise give it a leg up on OpenAI in the one metric that counts? Making money? OpenAI completed its for-profit restructuring — and struck a new deal with Microsoft (The Verge) Amazon to Cut 14,000 Jobs as Jassy Looks to Reduce Bureaucracy (Bloomberg) Elon Musk launches a Wikipedia rival that extols his own ‘vision’ (The Washington Post) Photoshop and Premiere Pro’s new AI tools can instantly edit more of your work (The Verge) OpenAI’s Less-Flashy Rival Might Have a Better Business Model (WSJ) Jimmy Wales on IHP Margit Wennmachers on IHP Fred Wilson on IHP Blog post to post on Hacker News Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Loka 23min
Forget AI, The Counter-Strike Bubble Just Burst
Did Microsoft use dark patterns to charge more for AI? The tech angle to that whole NBA gambling scandal. Forget the AI bubble, the Counter-Strike bubble definitely just burst. Halo is coming to PlayStation. And how AI is revolutionizing the old, faking your expense reports scam. Australia sues Microsoft over AI-linked subscription price hikes (Reuters) Using a Security Key on X? Re-Enroll Now or Your Account Will Be Locked (PC Mag) $10,000 Card Shufflers Hit the Spotlight After NBA Poker Scandal (Bloomberg) Market for ‘Counter-Strike’ Items Falls $3 Billion (Bloomberg) Xbox’s Prized Sci-Fi Franchise Is Heading to PlayStation (NYTimes) ‘Do not trust your eyes’: AI generates surge in expense fraud (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Loka 21min
(BNS) Baratunde Thurston
Baratunde Thurston shares his journey from a tech-savvy upbringing to becoming a prominent voice in comedy and digital media. Baratunde reflects on his time at The Onion and The Daily Show, emphasizing the importance of community and the intersection of technology and humor. He also shares his thoughts on the role of AI in society, advocating for a future where technology enhances human connections. Learn more about your ad choices. Visit megaphone.fm/adchoices
24 Loka 52min
(BNS) Hugging Face Founder Clément Delangue
Clem discusses his journey from early computing experiences to founding Hugging Face, emphasizing the importance of community, collaboration, and open-source technology in the AI landscape. He reflects on the evolution of technology, the significance of user feedback, and the need for a diverse range of AI models. Clem also shares insights on the startup ecosystem in Europe and the unique advantages of New York City for AI entrepreneurs. Learn more about your ad choices. Visit megaphone.fm/adchoices
23 Loka 59min
OpenAI’s Browser: ChatGPT Atlas
Just two stories. First, OpenAI launches a web browser, ChatGPT Atlas. What it does, and why are they doing it. Then, Samsung has made a cheaper Vision Pro. They call it the Galaxy XR headset. What IT does, and why are THEY doing it. OpenAI’s AI-powered browser, ChatGPT Atlas, is here (The Verge) Introducing ChatGPT Atlas (Simon Willison) Why OpenAI Needs Its Own ChatGPT-Enabled Browser, Atlas (Forbes) Samsung’s Galaxy XR Headset Debuts at Half the Price of Apple’s Vision Pro (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Loka 20min
C’mon Apple, Buy HBO!
HBO Max might be on the market and I want Apple to buy it! Coinbase is on an acquisition tear. Is the Amazon job apocalypse nigh? Is OpenAI plotting to take over Wall Street in a literal sense? And a brain implant startup has leapfrogged Neuralink in terms of helping blind people see again. Warner Bros. Discovery says it’s open to a sale; shares jump 10% (CNBC) Coinbase Strikes Deal for Crypto-Investing Platform Echo (WSJ) Anthropic brings Claude Code to the web (TechCrunch) Amazon Plans to Replace More Than Half a Million Jobs With Robots (NYTimes) OpenAI Looks to Replace the Drudgery of Junior Bankers’ Workload (Bloomberg) This retina implant lets people with vision loss do a crossword puzzle (MIT Technology Review) Learn more about your ad choices. Visit megaphone.fm/adchoices
21 Loka 19min
