Fri. 03/07 – “AI Wrappers” No Longer A Pejorative

Fri. 03/07 – “AI Wrappers” No Longer A Pejorative

Will Apple have to allow side loading in Brazil? The US Strategic Crypto Reserve becomes a reality. Larry Page has a new startup. The concept of a startup being nothing more than an “AI Wrapper” is no longer a pejorative. And, of course, the Weekend Longreads Suggestions. Sponsors: Tonal.com Promocode RIDE for $200 off Links: Brazilian court gives Apple 90 days to allow sideloading on iOS (9to5Mac) Donald Trump signs executive order for Strategic Bitcoin Reserve (CoinTelegraph) Drone Defense Startup Shield AI Lands $5.3 Billion Valuation (Bloomberg) Larry Page Has a New AI Startup (The Information) The Hottest AI Companies Right Now Are ‘Apps’ (Bloomberg) Weekend Longreads Suggestions: McDonald’s Gives Its Restaurants an AI Makeover (WSJ) YouTube at 20: How the Video Colossus Launched the Creator Economy and Turned From Hollywood Foe to Friend (Variety) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2385)

Stripe Wants To Buy Everything

Stripe Wants To Buy Everything

Stripe was in talks to buy OpenRouter for as much as $10B while still chasing PayPal. Midjourney bought astrology app Co-Star, Meta launched Facebook Verified and a standalone Seller app, and Nvidia a...

24 Jul 0s

Even OpenAI Folks Are Freaked Out

Even OpenAI Folks Are Freaked Out

OpenAI staff were reportedly freaked out after its models breached Hugging Face, as aggressive training raced Anthropic. Google posted its first-ever negative free cash flow on AI spending, added self...

23 Jul 0s

The AI Has Escaped Containment

The AI Has Escaped Containment

OpenAI said its models breached Hugging Face's infrastructure during a cyber-capability test. The White House accused Moonshot AI of distilling Anthropic's Fable to build Kimi K3, and Samsung unveiled...

22 Jul 0s

New Gemini

New Gemini

Google launched Gemini 3.6 Flash and started pretraining Gemini 4. China weighed tightening AI export controls, Bessent said the US would probe Chinese model distillation, Apple prepped a Klarna-backe...

21 Jul 0s

It's All China AI All The Time

It's All China AI All The Time

Alibaba launched Qwen3.8 Max as Moonshot paused Kimi K3 signups amid demand. The Trump administration weighed a slow squeeze on Chinese AI, Hugging Face used China's GLM-5.2 after US guardrails blocke...

20 Jul 0s

Kimi K3

Kimi K3

Moonshot AI released Kimi K3, a 2.8T-parameter model it says rivals Opus 4.8 and GPT-5.5. Google fell months behind on Gemini 3.5 Pro, MLB banned dugout iPads from accessing GenAI for in-game calls, a...

17 Jul 19min

The Delivery Space Consolidates

The Delivery Space Consolidates

Uber agreed to acquire Delivery Hero for ~$14.8B, expanding into 99 markets. Thinking Machines released its first open-weight model, Inkling, SpaceXAI open-sourced Grok Build after a data-upload backl...

16 Jul 20min

PayPal On The Block?

PayPal On The Block?

New York became the first state to pause new data center permits, worrying the AI industry. Stripe and Advent offered $53B+ for PayPal, OpenAI's first device leaked as a screen-free speaker, and Prism...

15 Jul 22min

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