The Delivery Space Consolidates

The Delivery Space Consolidates

Uber agreed to acquire Delivery Hero for ~$14.8B, expanding into 99 markets. Thinking Machines released its first open-weight model, Inkling, SpaceXAI open-sourced Grok Build after a data-upload backlash, and sources detailed xAI's chaotic race to catch Claude under new leadership. Uber agrees to acquire Delivery Hero in a deal that values the German food delivery company at ~$14.8B, offering €41.50 per share and buying Prosus' 16.8% stake (Bloomberg) Thinking Machines Lab debuts Inkling, an open-weight MoE model with 975B total and 41B active parameters, trained to be broad rather than optimized for one area (Thinking Machines Lab) Thinking Machines Lab debuts Inkling, an open-weight MoE model with 975B total and 41B active parameters, trained to be broad rather than optimized for one area (WSJ) SpaceXAI open-sources Grok Build under an Apache 2.0 license, after the tool uploaded user repositories to SpaceXAI's Google Cloud bucket, causing a backlash (Simon Willison) SpaceXAI open-sources Grok Build under an Apache 2.0 license, after the tool uploaded user repositories to SpaceXAI's Google Cloud bucket, causing a backlash (The Decoder) Sources detail how xAI has been slowed down by internal chaos as Musk pushed for Grok to match Claude, amid signs it is turning a corner under Michael Nicolls (Bloomberg) Sources: Apple is preparing new iPads, including an iPad mini with an OLED screen by October and refreshed entry-level iPads and iPad Airs for 2027 (Bloomberg) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2379)

PayPal On The Block?

PayPal On The Block?

New York became the first state to pause new data center permits, worrying the AI industry. Stripe and Advent offered $53B+ for PayPal, OpenAI's first device leaked as a screen-free speaker, and Prism...

15 Jul 22min

Let's Regulate This AI Stuff?

Let's Regulate This AI Stuff?

Demis Hassabis proposed a US-based frontier AI standards body modeled on FINRA. IBM's stock cratered 20% on a Q2 miss from chip-spending shifts, Spotify launched a voice-control feature, Kalshi debute...

14 Jul 19min

Apple Sues OpenAI

Apple Sues OpenAI

Apple sued OpenAI, alleging ex-employees stole trade secrets for its hardware push. Twelve states sued to block the Paramount-WBD merger, Anthropic extended free Fable 5 access as rivals raced on pric...

13 Jul 20min

The New GPT

The New GPT

OpenAI broadly released GPT-5.6 and launched ChatGPT Work, targeting Anthropic. Fidji Simo stepped down from OpenAI citing health, the EU found Meta's "addictive design" violates the DSA, Polymarket s...

10 Jul 21min

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 Jul 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 Jul 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 Jul 22min

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