Thu. 02/13 – Do We Maybe Have A Roadmap For GPT-5?

Nvidia announced… well, a ton of things. Two new AI tools show that video is having an AI moment. An update on how TikTok is faring in the Senate. And an interesting raise from a startup that wants to become a major new platform player in Gaming. Sponsors: FactorMeals.com/ride50 and code ride50 Links: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’ (CNBC) Nvidia launches NIM to make it smoother to deploy AI models into production (TechCrunch) Nvidia enlists humanoid robotics’ biggest names for new AI platform, GR00T (TechCrunch) Nvidia announces Earth-2 digital twin to forecast planet’s climate change (VentureBeat) Google researchers unveil ‘VLOGGER’, an AI that can bring still photos to life (VentureBeat) Stability AI brings a new dimension to video with Stable Video 3D (VentureBeat) DOJ to Push for TikTok Divestiture in Senate Briefings (Bloomberg) Playtron: the startup hoping to Steam Deck-ify the world (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Mar 202431min

I did NOT have on my bingo card Apple turning to Google to power its first big foray into modern AI on its hardware. Even while a new Apple AI model might be pointing to breakthroughs in AI reasoning. One of the biggest e-sports competitions in the world has been hacked by cheaters. And some pretty bearish news for the VR industry. Links: Apple Is in Talks to Let Google Gemini Power iPhone AI Features (Bloomberg) Apple researchers achieve breakthroughs in multimodal AI as company ramps up investments (VentureBeat) xAI open-sources base model of Grok, but without any training code (TechCrunch) Musk’s Grok AI goes open source (VentureBeat) Massive ‘Apex Legends’ Hack Disrupts NA Finals, Raises Serious Security Concerns (Forbes) Sony Hits Pause on PSVR2 Production as Unsold Inventory Piles Up (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Mar 202417min

Perplexity CEO Aravind Srinivas tell Chris and I to expect more partnerships like the recent one with Yelp; how Perplexity thinks of search differently than Google does; and the competition Perplexity fears beyond Google. Learn more about your ad choices. Visit megaphone.fm/adchoices

16 Mar 202429min

Remember that Apple has quietly made more AI acquisitions than anyone else? They quietly made another one. The FCC has a new definition for broadband. Looks like everybody knows the EU is a stick they can beat Apple with now. And, of course, the Weekend Longreads Suggestions. Sponsors: Robinhood.com/boost Links: Apple Buys Canadian AI Startup as It Races to Add Features (Bloomberg) FCC scraps old speed benchmark, says broadband should be at least 100Mbps (ArsTechnica) Spotify says its iPhone app updates in the EU are getting held up by Apple (The Verge) Pornhub Disables Website in Texas Over Age-Verification Law (Variety) Weekend Longreads Suggestions: Can Reddit Survive Its Own IPO? (Wired) One Big Reason Gen Z Is Still on Facebook: To Save Money (NYTimes) How Nvidia beat everyone else in the AI race (Vox) Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Mar 202415min

If this TikTok bill is actually going to become law, who would actually be in the running to take it over? A bunch of announcements from Microsoft. Hard data on how we listen to music these days. And estimates for how much AI could cut into the traditional web search business. Sponsors: Ramp.com/techmeme Links: House passes TikTok bill that could ban app in the U.S., spawning Senate support (The Washington Post) Microsoft has added the GPT-4 Turbo LLM to the free version of Copilot (Neowin) Microsoft says new AI security chatbot pricing model lets customers ‘buy what they need’ (CNBC) Microsoft Teams is finally moving to a single app for personal and work (The Verge) Anthropic releases Claude 3 Haiku, an AI model built for speed and affordability (VentureBeat) MusicWatch Reports Results of 2023 Annual Music Study: Record Numbers of Music Streamers and Paid Subscribers (Music Watch) Google's Gen AI Search Threatens Publishers With $2B Annual Ad Revenue Loss (AdWeek) YouTube Video Of The Perplexity CEO Interview Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Mar 202417min

The TikTok legislation has passed the House, but it’s path through the Senate is uncertain to say the least. The first real AI regulation has passed, in Europe, of course. Arm’s new chips for self-driving cars. Did Cerebras just break Moore’s Law with its new AI chips? Spotify has music videos. And Perplexity continues to try to become Google Search faster than Google search can become them. Sponsors: Shopify.com/ride Nutrafol.com/men code: RIDEHOME Links: TikTok bill, racing toward House passage, faces a minefield in the Senate (Washington Post) How TikTok Was Blindsided by U.S. Bill That Could Ban It (WSJ) World’s first major act to regulate AI passed by European lawmakers (CNBC) Stripe in ‘no rush’ to go public as cash flow turns positive (FT) Arm unveils first chip design to power self-driving cars (FT) AI startup Cerebras unveils the WSE-3, the largest chip yet for generative AI (ZDNet) Spotify adds music videos in some countries (TechCrunch) Perplexity brings Yelp data to its chatbot (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

13 Mar 202417min

More App Store changes from Apple will allow developers to offer apps via their website. In Europe only, of course. Some of you can file your taxes online, for free, starting today. Why bitcoin has been breaking records. An interesting AI raise. Is TikTok about to launch an Instagram competitor? Though maybe the reason they need to is their user numbers are flatlining. Sponsors: Shopify.com/ride Links: Apple will allow users to download apps directly from a developer’s website, in latest EU App Store rule change (9to5Mac) The IRS launches Direct File, a pilot program for free online tax filing available in 12 states (AP) Crypto Product Inflows Soar to Record High, CoinShares Says (Bloomberg) Airbnb is banning indoor security cameras (The Verge) Gold-Medalist Coders Build an AI That Can Do Their Job for Them (Bloomberg) Exclusive: Tiktok is working on a new Photo Sharing platform to compete with Instagram (The SpAndroid) TikTok's growth rate has collapsed. 'Life' may be getting in the way for its younger users. (Business Insider) Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Mar 202416min

Epic got Apple to blink! Sam Altman got back on OpenAI’s board of directors. Reddit finally gets to IPO. Elon Musk says X.ai is going open source. And once again, you won’t believe the degree to which your car and your driving is the new data treasure trove for companies to monetize. Sponsors: 1password.com/ride ArcticWolf.com/techmeme Links: Epic says Apple will reinstate developer account, clearing path for Epic Games Store on iPhone (9to5Mac) Sam Altman returns to OpenAI's board (Axios) Sam Altman rejoins OpenAI’s board after investigation into sudden firing (The Verge) OpenAI’s Sam Altman Returns to Board After Probe Clears Him (Bloomberg) Elon Musk says xAI will open-source Grok this week (TechCrunch) Reddit to raise nearly $750 million in upcoming IPO (CNBC) Telegram hits 900mn users and nears profitability as founder considers IPO (Financial Times) Automakers Are Sharing Consumers’ Driving Behavior With Insurance Companies (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Mar 202417min