Thu. 05/23 – Nvidia: Still Killing It

Thu. 05/23 – Nvidia: Still Killing It

Nvidia’s earnings are still historic, but what could upset their apple cart? A few things, actually. I think we know the truth or at least the timeline of JohanssonGate. Big new media deal for OpenAI. Likes are going private on X. And would you clone your voice to answer the phone on your behalf? Sponsors: Vanta.com/ride Links: Nvidia shares pass $1,000 for first time on AI-driven sales surge (CNBC) Nvidia’s Business Is Booming. Here’s What Could Slow It Down. (WSJ) OpenAI didn’t copy Scarlett Johansson’s voice for ChatGPT, records show (Washington Post) OpenAI, WSJ Owner News Corp Strike Content Deal Valued at Over $250 Million (WSJ) Crypto Lobby Wins: House Passes FIT21 as Democrats Deride Historic Regulatory Framework (Decrypt) Elon Musk Wants to Make X's Likes Private to Hide Your Favorite 'Edgy' Content (Gizmodo) Truecaller and Microsoft will let users make an AI voice to answer calls (The Verge) The story about my wife's theater project (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2315)

AI Step-Change Alert!

AI Step-Change Alert!

Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying ...

27 Mar 21min

Social Media’s “Big Tobacco” Moment?

Social Media’s “Big Tobacco” Moment?

The big ruling from that big social media trial is in and it could have big implications for big tech going forward. Wikipedia bans the use of AI for creating Wikipedia entries. GitHub is about to tra...

26 Mar 20min

Sora Sinks

Sora Sinks

OpenAI is abandoning Sora to do the big refocus they’ve been signaling. Meta is starting to rack up the losses in court. Is China going to block the Manus acquisition by Meta from going through? They’...

25 Mar 21min

Your Router Is Likely Banned

Your Router Is Likely Banned

Buying an internet router made outside the US is now verboten. Claude can now basically fully use your computer for you. More layoffs and surprising production cuts in the gaming industry. And the two...

24 Mar 20min

Zuck’s Personal AI Agent

Zuck’s Personal AI Agent

Mark Zuckerberg has spun up his own AI bot to do his job for him. Or help him do his job quicker, I guess. OpenAI hires an ad guru from Meta. Elon loses a case. Maybe some managers actually want you t...

23 Mar 20min

AI Superapps

AI Superapps

OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google Search in that innovator’s dilemma way. And in th...

20 Mar 20min

The AI Race Is Now A Land Grab For Dev And Design Work

The AI Race Is Now A Land Grab For Dev And Design Work

In three parts I’ll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully embraces our new prediction market overlords. Even i...

19 Mar 21min

Crypto Gets Its Rulebook

Crypto Gets Its Rulebook

At long last, the government has issued guidance to crypto on what is or is not allowed. The blowup from gamers has caused Jensen to push back. A tale of contrasting IPOs from wildly different industr...

18 Mar 20min

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