Thu. 09/26 – The Orion Smartglasses

Catching you up on a bunch of other Microsoft announcements we missed yesterday. Is Nvidia trying to break open the black box of AI? It’s absolutely wild that there’s still no viable YouTube app for the Vision Pro. And we were worried about disruption to the semiconductor industry if a typhoon hit Taiwan, but it turns out, a hurricane hitting North Carolina can be bad too. Links: Microsoft is using AI to improve Windows search (The Verge) Microsoft starts paying publishers for content surfaced by Copilot (TechCrunch) Telegram CEO Downplays Service Term Changes Amid French Probe (Bloomberg) Nvidia just dropped a bombshell: Its new AI model is open, massive, and ready to rival GPT-4 (VentureBeat) Threads users can now see who follows them from other fediverse servers (TechCrunch) Christian Selig’s unofficial YouTube app for the Vision Pro just got taken down (The Verge) Hurricane Helene Will Send Shockwaves Through the Semiconductor Industry (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Okt 202430min

Do we have the first IPO of the AI era? Do we have the first AI model beyond the transformer architecture? Microsoft has a bunch of new AI tools inside Windows. We try to explain that whole controversy around PearAI. And what about that NotebookLM feature that lets you create a two-hander podcast out of any text. Links: AI chipmaker Cerebras files for IPO to take on Nvidia (CNBC) MIT spinoff Liquid debuts non-transformer AI models and they’re already state-of-the-art (VentureBeat) Microsoft Copilot can now read your screen, think deeply, and speak aloud to you (TechCrunch) Oura Nears $500 Million in Annual Revenue and Readies New Ring (Bloomberg) Y Combinator is being criticized after it backed an AI startup that admits it basically cloned another AI startup (TechCrunch) NotebookLM’s automatically generated podcasts are surprisingly effective (Simon Willison's Blog) Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Okt 202432min

That controversial AI bill in California has been vetoed by Governor Newsom. Is even Apple now thinking that its Vision Pro strategy might need a rethink? What really is OpenAI’s situation right now, and this time I’m talking money-wise? And the strange resurrection of the point and shoot camera. Links: California’s Gavin Newsom Vetoes Controversial AI Safety Bill (WSJ) California Passes Law Protecting Consumer Brain Data (NYTimes) Meta’s New Headsets Show Apple Has Lost Its Way With the Vision Pro (Bloomberg) OpenAI’s Complex Path to Becoming a For-Profit Company (WSJ) Songs by Adele, Bob Dylan, Green Day, Many More Blocked by YouTube in Legal Dispute (Variety) This Camera Went Viral Two Years Ago. You Still Can’t Buy One (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Sep 202416min

Founder Mode? Not for me, says Sam Altman, but we will see. A few new gadgets from Samsung. Maybe ARM should buy Intel. Are AI startups hitting revenue traction faster than SaaS startups did? And, of course, the Weekend Longreads Suggestions. Links: Sam Altman tells OpenAI staff there’s no plan for him to receive a ‘giant equity stake’ in company (CNBC) Samsung Galaxy S24 FE goes official starting at $649 – is it still a ‘Fan Edition?’ (9to5Google) Arm Is Rebuffed by Intel After Inquiring About Buying Product Unit (Bloomberg) Exponential growth brews 1 million AI models on Hugging Face (ArsTechnica) AI start-ups generate money faster than past hyped tech companies (FT) Weekend Longreads Suggestions: McDonald’s touchscreen kiosks were feared as job killers. Instead, something surprising happened (CNN) Apple Rolls Back Its Big Plans to Release Movies in Theaters (Bloomberg) The 27-Year-Old Economic Adviser for Gen Z (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Sep 202417min

Caroline Ellison benefits from being cooperative. Has your company unknowingly hired remote workers from North Korea? What is going on with this WordPress back and forth? Why OpenAI has to let people look at their training data. And why is everyone upset at Marquess Brownlee? Sponsors: Hims.com/ride Links: Caroline Ellison sentenced to two years in prison for her role in FTX scandal (Axios) Dozens of Fortune 100 companies have unwittingly hired North Korean IT workers, according to report (The Record) The DOJ sues Visa for locking out rival payment platforms (The Verge) Automattic sends WP Engine its own cease-and-desist over WordPress trademark infringement (TechCrunch) OpenAI Training Data to Be Inspected in Authors’ Copyright Cases (The Hollywood Reporter) Marques Brownlee says ‘I hear you’ after fans criticize his new wallpaper app (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Sep 202416min

Sam Altman has a manifesto. Kinda. Telegram is beginning to walk things back a bit. Cloudflare wants to help you block the AI bots. New streaming device from Roku. And I guess TikTok can’t win at everything. Sponsors: Lumen.me/ride Links: The Intelligence Age (Sam Altman) Sam Altman catapults past founder mode into ‘god mode’ with latest AI post (TechCrunch) OpenAI CEO: We may have AI superintelligence in “a few thousand days” (ArsTechnica) Some Kaspersky customers receive surprise forced-update to new antivirus software (TechCrunch) Telegram CEO Durov Says App to Provide More Data to Governments (Bloomberg) New Cloudflare Tools Let Sites Detect and Block AI Bots for Free (Wired) The new Roku Ultra is faster, has better Wi-Fi, and comes with a backlit remote (The Verge) Spotify’s AI playlist builder is now available in the US (The Verge) TikTok to Shut Down its Music Streaming Business in November (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Sep 202415min

Qualcomm as a white knight to save Intel? A huge bitcoin heist gets busted for the usual reasons. What if the US bans imports of all cars from China? And why can’t US car makers keep up when it comes, simply, to software? Sponsors: Timeline.com/ride Links: Qualcomm Approached Intel About a Takeover in Recent Days (WSJ) Intel Gets Multibillion-Dollar Apollo Offer as Qualcomm Circles (Bloomberg) Chip Giants TSMC and Samsung Discuss Building Middle Eastern Megafactories (WSJ) Suspects behind $230 million cryptocurrency theft arrested in Miami (BleepingComputer) US proposes banning Chinese software and components in vehicles (FT) Israel’s Pager Attacks Have Changed the World (NYTimes) Toyota and VW fall further behind in the software race (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Sep 202417min