The AI Superbowl

The AI Superbowl

Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits out the party? And the Crypto.com guy runs the same playbook but now with Ai.com. Sam Altman touts ChatGPT’s reaccelerating growth to employees as OpenAI closes in on $100 billion funding (CNBC) How Capex Ramp Up Will Squeeze Google, Amazon, Meta (The Information) Apple is the only Big Tech company whose capex declined last quarter (Sherwood) A New AI Video Model From ByteDance is Making Waves (PetaPixel) Claude Code is the Inflection Point (SemiAnalysis) Crypto.com CEO unveils new AI agents to millions during Super Bowl (CoinTelegraph) From Svedka to Anthropic, brands make bold plays with AI in Super Bowl ads (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2366)

Mythos Back?

Mythos Back?

The US lifted its block on Anthropic's Mythos 5, clearing it for 100+ institutions. Researchers said China's GLM-5.2 matches US models on security bugs. South Korea pledged ~$590B for chips, and the m...

29 Jun 22min

OpenAI To Delay Its IPO?

OpenAI To Delay Its IPO?

OpenAI leaned toward delaying its IPO to 2027 rather than budge from Altman's $1T valuation, rattling tech stocks. The government had OpenAI stagger GPT-5.6's release over security concerns. Microsoft...

26 Jun 21min

Hope You Weren't Putting Off Buying A Mac

Hope You Weren't Putting Off Buying A Mac

Apple hiked Mac and iPad prices 15-25% on the memory crunch; iPhones held steady. Anthropic accused Alibaba of distilling Claude 28.8 million times. IBM detailed a 0.7nm chip, Facebook revived its Cre...

25 Jun 22min

GTA Now

GTA Now

Rockstar finally priced GTA VI at $79.99 and set a November 19 release, with preorders tonight. OpenAI and Broadcom unveiled their Jalapeño inference chip. Meta got caught building a prediction-market...

24 Jun 22min

Moar Meta Glasses

Moar Meta Glasses

Meta launched $299 in-house Adventurer and Fury smart glasses plus a $399 Kylie Jenner Starfire. Trump signed two quantum-computing executive orders. South Korea's Kospi cratered 10% in a tech selloff...

23 Jun 21min

Acqui-Investing

Acqui-Investing

Meta poured $900M into India's Cred and tapped founder Kunal Shah to run WhatsApp. Google lost Nobel winner John Jumper to Anthropic. Getty soared on an OpenAI deal, JD.com warned robots would replace...

22 Jun 22min

GTA VI, Finally, Finally Coming?

GTA VI, Finally, Finally Coming?

Intel stock popped after Trump said Apple agreed to build chips with it in America. Waymo yanked its robotaxis off highways over construction-zone blunders. Rockstar dated GTA VI pre-orders to June 25...

19 Jun 21min

The Chip-pocalypse Comes For Apple

The Chip-pocalypse Comes For Apple

Tim Cook warned Apple price hikes are unavoidable as AI gobbles up memory chips. Noam Shazeer bolted from Google to OpenAI. Midjourney unveiled a bizarre full-body ultrasound scanner, and businesses p...

18 Jun 20min

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