Fri. 02/14 – Arm Upends The Entire Semiconductor Industry

Fri. 02/14 – Arm Upends The Entire Semiconductor Industry

TikTok is back in the app stores. But the biggest news is that Arm is going to make its own chips, thereby upending how the entire semiconductor industry has been constituted. Why Reddit has been killing it lately. And in the Weekend Longreads Suggestions, what if TikTok, but for Wikipedia? Sponsors: Tonal.com promocode RIDE for $200 off Links: Apple, Google Restore TikTok App After Assurances From Trump (Bloomberg) Arm to launch its own chip in move that could upend semiconductor industry (Financial Times) Shein IPO plans hit by Trump’s low-cost parcels crackdown (Financial Times) AI Licensing Deals With Google and OpenAI Make Up 10% of Reddit's Revenue (AdWeek) Weekend Longreads Suggestions: Forget DeepSeek. Large language models are getting cheaper still (The Economist) How a resurgent Walmart saw off the Amazon threat (Financial Times) Developer creates endless Wikipedia feed to fight algorithm addiction (Ars Technica)

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Episoder(2433)

Dippin Dots

Dippin Dots

Trump got the big AI companies to sign a voluntary, "morally binding" safety accord. OpenAI's DevDay delivered Dots, always-on agents, plus GPT-6.1 Sol and a play to make ChatGPT the new app store. Am...

30 Sep 20min

We Have The Anthropic IPO Numbers

We Have The Anthropic IPO Numbers

Anthropic's IPO prospectus finally surfaced: a $42B net loss on $4.6B in revenue, a quarter of it from two customers. OpenAI scrapped GPT-6.1 Astra over safety, Oura postponed its IPO, and I wondered ...

29 Sep 22min

Starship Reaches Orbit For The First Time

Starship Reaches Orbit For The First Time

Nvidia launched a safety platform to stop AI agents from escaping sandboxes, SpaceX finally got Starship into orbit, Meta launched an enterprise AI business, Instinct raised $1 billion, and Trump and ...

28 Sep 21min

Is Copilot Microsoft's Everything App?

Is Copilot Microsoft's Everything App?

Microsoft finally unveiled its Copilot super app, with chat, coding, and agents in one place. Tesla's Optimus ramp hit snags. Meta wanted you making AI games for Instagram. And a startup valued at $20...

25 Sep 20min

Meta Made a Tamagotchi for Its AI

Meta Made a Tamagotchi for Its AI

Meta unveiled $1,299 VR Glasses, $349 camera-free Ray-Ban Audio glasses, and a keychain Muse Charm gadget, plus Ray-Ban Display upgrades. Anthropic's Claude agents found a CRISPR-like enzyme system in...

24 Sep 19min

AI Models Just Got Cheaper?

AI Models Just Got Cheaper?

Anthropic launched Claude Opus 5.5, cheaper and safer than Opus 5, right as OpenAI dropped GPT-6 Sol and Luna with half the errors and lower prices. YouTube countered with Shorts Series, an AI creator...

23 Sep 21min

Meta Finally Has An AI Hit

Meta Finally Has An AI Hit

Meta's Muse topped download charts and sent Meta stocks soaring, Shopify agreed to let Muse complete checkouts via Shop Pay, Microsoft laid off Xbox staffers as Halo moves to Activision, and Xiaomi's ...

22 Sep 22min

The Googlebooks Are Here

The Googlebooks Are Here

Google launched Googlebook laptops with deep Android integration from five partners starting at $899, xAI released Grok 4.7 at bargain pricing but trailing Claude and GPT-6 on benchmarks, Amazon block...

21 Sep 20min

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