Tue. 04/02 – Amazon To Enter The AI Group Chat

Tue. 04/02 – Amazon To Enter The AI Group Chat

Big trove of AT&T customer data dumped online. Microsoft is unbundling Teams. Amazon is readying its own big LLM. We should probably assume Section 230 does not cover AI. And what do you name an AI supercomputer? Stargate, apparently. Links: AT&T resets account passcodes after millions of customer records leak online (TechCrunch) Exclusive: Microsoft to separate Teams and Office globally amid antitrust scrutiny (Reuters) Amazon scrambles for its place in the AI race (The Verge) Gen-AI Search Engine Perplexity Has a Plan to Sell Ads (Adweek) The AI Industry Is Steaming Toward A Legal Iceberg (WSJ) Microsoft and OpenAI Plot $100 Billion Stargate AI Supercomputer (The Information) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2354)

A Claude Clawback

A Claude Clawback

Anthropic backtracked on secretly degrading Fable 5 for AI researchers after fierce backlash. OpenAI considers drastic token price cuts anticipating war with Anthropic. Dario Amodei calls for FAA-styl...

11 Jun 20min

Elon Hype Works For One Business, Not The Other

Elon Hype Works For One Business, Not The Other

The CFTC proposed prediction market rules banning bets on war and assassinations. SpaceX drew $250B+ in IPO demand far beyond its $75B target. Microsoft patched a record ~200 security flaws, Tesla has...

10 Jun 20min

Claude Fable 5

Claude Fable 5

Anthropic released Claude Fable 5, a guardrailed Mythos-class model, to the public and Mythos 5 to trusted partners. OpenAI confidentially filed for an IPO. Hackers injected credential-stealing malwar...

9 Jun 20min

WWD-See... Anything?

WWD-See... Anything?

Apple unveiled Siri AI at WWDC, built on Google's Gemini, launching in beta with no firm date. Google signed a $920M/month SpaceX compute deal, Trump floats government equity stakes in AI labs, and Op...

8 Jun 22min

The Bots Have Won The Web!

The Bots Have Won The Web!

Bots passed human web traffic for the first time, per Cloudflare's CEO. The S&P 500 rejected fast-entry for mega-cap IPOs like SpaceX. Anthropic embedded engineers at the NSA, Meta hid face-recognitio...

5 Jun 20min

Small And Open Source Still Has A Horse In This Race

Small And Open Source Still Has A Horse In This Race

Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp raised $750M at $44B, and Anthropic says 80%+ of its ...

4 Jun 21min

Microsoft Build

Microsoft Build

Microsoft dominated Build with Scout, an always-on Teams agent, the Surface RTX Spark Dev Box, its first reasoning model MAI-Thinking-1 aimed squarely at Anthropic, and Project Solara for agent-first ...

3 Jun 19min

What Will These IPOs Do To The Stock Market?

What Will These IPOs Do To The Stock Market?

Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80...

2 Jun 22min

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