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, and Xbox's $80B Game Pass bet failed. OpenRouter: Chinese AI models have drawn 30%+ of token use by US companies each week since February 8, peaking at 46%, up from 11% over the previous 12 months (CNBC) Chinese authorities have held meetings with top tech firms about potentially restricting overseas access to China's most advanced AI models, sources say (Reuters) Anthropic is bringing Claude Cowork to mobile and web, letting tasks run in the cloud and continue working even when no device is online (9to5Mac) Anthropic is bringing Claude Cowork to mobile and web, letting tasks run in the cloud and continue working even when no device is online (ZDNet) Meta launches Muse Image in Meta AI, Instagram, and WhatsApp, and previews Muse Video, the first media generation models from its Superintelligence Labs (Meta) Meta's new Muse Image tool lets users generate AI photos similar to what they'd normally post, including vacation selfies and photo-booth style shots (NYT) Public Instagram profiles are automatically opted into being used as material for others' AI image generations via Meta AI, unless users adjust their settings (Wired) Xbox spent nearly $80B over a decade on content deals betting gamers would flock to Game Pass, but most gamers prefer sticking to a handful of favorite games (Bloomberg) Subscribe to the ad-free feed.

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Episoder(2405)

(Portfolio Profile) Onix

In this episode, we explore Onix, a platform that enables experts to train their own AI models to help millions with health, wellness, and personal development. Founders Nicholas Nadeau and David Benn...

23 Aug 1h 8min

Tokens As The New Currency?

Stripe made the OpenRouter deal official at $7.5B. Unitree's Shanghai debut popped 460% past a $50B market cap, YouTube dangled millions to keep creators off Netflix, Slack launched Slack Code, and Bi...

20 Aug 20min

Anthropic Doing 2x OpenAI?

OpenAI paused training and rewrote its Preparedness Framework after Astra flirted with a critical cyber threshold. Leaked numbers showed Anthropic out-earning OpenAI nearly two to one, Anthropic prepp...

19 Aug 19min

Video AirPods

Apple made peace with the EU, unveiling new App Store terms and a 5% Core Technology Commission. OpenAI launched ChatGPT for Teens, camera-equipped AirPods Ultra leaked, Alibaba's Qwen model blew past...

18 Aug 20min

Is It Ironic If Amazon Is Shredding Books?

Stripe locked in a $7B+ deal for OpenRouter, and OpenAI leased a 10GW Ohio campus with Nvidia backstopping it. The Journal found $3T in off-balance-sheet AI commitments, an AirTag caught Amazon shredd...

17 Aug 20min

The Model A Day Podcast

China's labs kept coming: Z.ai's GLM-5.3 claimed Mythos-5-level cyber chops and DeepSeek's V4-Pro landed to mixed reviews. OpenAI gave ChatGPT a memory of your Mac, the Journal flagged $121B in paper ...

14 Aug 20min

AI 50% Off!

Anthropic's investors talked up a $2T+ October IPO, even as data showed Fable 5 barely selling. Google cut prices on Gemini 3.7 Flash, OpenAI previewed a 14× faster tier, Trump enlisted private hacker...

13 Aug 20min

New Pixels

Google's Pixel event dominated, with the Pixel 11 line, a $1,899 Pro Fold, and a $399 Watch 5 packed with Gemini and health trends. SpaceXAI closed the day out by dropping Grok 4.6, which it says matc...

12 Aug 20min