Wed. 10/23 – Strong ARM Tactics

Wed. 10/23 – Strong ARM Tactics

A huge dispute in the semiconductor space has gone nuclear with implications that are crazy. Anthropic’s new AI app can control your computer for you. Runway’s new model lets you do your own motion capture. And farewell to Foursquare, the OG version at least. Links: Arm to Scrap Qualcomm Chip Design License in Feud Escalation (Bloomberg) Anthropic’s new AI can use computers like a human, redefining automation for enterprises (VentureBeat) Apple Sharply Scales Back Production of Vision Pro (The Information) Runway’s Act-One uses smartphone cameras to replicate facial expression motion capture (Silicon Angle) ‘This is a game changer’: Runway releases new AI facial expression motion capture feature Act-One (VentureBeat) Farewell to Foursquare’s app (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2269)

How To AI With WSJ's Chris Mims

How To AI With WSJ's Chris Mims

Buy Chris' book: How To AI Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Feb 52min

Anthropic Makes Its Move

Anthropic Makes Its Move

Anthropic raises the second largest financing round of all time. Other AI players are beginning to show hockey stick revenue growth. Meta wants to add facial recognition to its glasses. Ring pulls bac...

13 Feb 19min

Pour Moi, C'est Le Déluge

Pour Moi, C'est Le Déluge

Aaannddd…. Right on time here come the Chinese AI models. Elon Musk kicks off a major reorg of xAI. Google is warning of AI distillation attacks. New Waymo cars hit the road. And another interesting A...

12 Feb 21min

The “Covid Moment” For AI?

The “Covid Moment” For AI?

Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More weird musical chairs at the AI companies. TikTok but ...

11 Feb 21min

AI: Better, Faster, Stronger… Or Just Working Harder?

AI: Better, Faster, Stronger… Or Just Working Harder?

So, have you hit the ads in ChatGPT yet, cause they’re there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chinese AI launches. The coming deluge of social media tr...

10 Feb 19min

The AI Superbowl

The AI Superbowl

Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits...

9 Feb 20min

Piracy Is Back!

Piracy Is Back!

Claude Opus 4.6 arrives to crown Anthropic’s very good week, at least, for them it was good. You thought tech was spending big to build out for AI, but this week we’ve seen how big. Crypto seems to ha...

6 Feb 22min

Is Software Eating The World Being Eaten By AI?

Is Software Eating The World Being Eaten By AI?

Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of software eating the world in the process of being eate...

5 Feb 23min

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