Fri. 03/28 – CoreWeave’s Weak IPO

Fri. 03/28 – CoreWeave’s Weak IPO

Move big moves in the gaming space. But we need to talk about that CoreWeave IPO. It. Didn’t. Go. Well. Facebook has a shocking idea: what if you could see what your friends were up to? Anthropic says it’s getting close to understanding how LLM’s actually work. And, of course, the Weekend Longreads Suggestions. Sponsors: LinkedIn.com/ride Links: ‘Assassin’s Creed’ Maker Ubisoft Jumps After Games Carve Out (Bloomberg) CoreWeave prices IPO at $40 a share, below expected range (CNBC) CoreWeave’s Shaky IPO Signal (The Information) Facebook Returns to Its Roots: Showing Posts From Friends and Family (NYTimes) Thoughts on setting policy for new AI capabilities (Joanne Jang) Anthropic makes a breakthrough in opening AI’s ‘black box’ (Fortune) Weekend Longreads Suggestions: Yahoo Is Still Here—and It Has Big Plans for AI (Wired) Inside arXiv—the Most Transformative Platform in All of Science (Wired) YouTube Video Of My Essay

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Episoder(2434)

Is Gemini 4 Argon Just Benchmaxxing?

Is Gemini 4 Argon Just Benchmaxxing?

Google unveiled Gemini 4 Argon, which you and I can't use yet, and insiders say it's weaker in practice than on benchmarks. Amazon refreshed the Kindle, Samsung quietly hiked Galaxy S26 prices, and Mc...

1 Okt 21min

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

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