Fri. 02/01 - The Apple/Facebook/Google Cold War

Fri. 02/01 - The Apple/Facebook/Google Cold War

Turns out Google poked Apple in the eye also, layoffs hit Vice, Amazon reports earnings and reports that a ton of people responded to that minimum wage hike, and of course, the weekend longreads suggestions. Sponsors: DataDogHQ.com/ridehome Tiny.website Links: Apple restores Google's internal iOS apps after certificate misuse punishment (TechCrunch) Twitter removed some accounts originating in Iran, Russia and Venezuela that targeted U.S. midterm election (The Washington Post) Vice Media to Reorganize, Lay Off 10 Percent of Staff (Exclusive) (The Hollywood Reporter) Why the Outlook for Digital Media Behemoths is Worse than You Think (Talking Points Memo) Amazon Notches Third Record Profit in a Row (WSJ) Americans are lining up to work for Amazon for $15 an hour (QZ) Why Alexa usually won’t respond when someone says ‘Alexa’ on TV (VentureBeat) The SmartTouchUSA.com Weekend Longreads Suggestions The ShopTalkShow podcast Is Alexa working? (Benedict Evans) As I.P.O. Approaches, Lyft’s Chief Is Nudged Into the Spotlight (NYTimes) Why Technology Hasn’t Fixed the Housing Crisis (NYTimes) The Secrets of Lyndon Johnson’s Archives (The New Yorker) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2380)

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

Let's Regulate This AI Stuff?

Let's Regulate This AI Stuff?

Demis Hassabis proposed a US-based frontier AI standards body modeled on FINRA. IBM's stock cratered 20% on a Q2 miss from chip-spending shifts, Spotify launched a voice-control feature, Kalshi debute...

14 Jul 19min

Apple Sues OpenAI

Apple Sues OpenAI

Apple sued OpenAI, alleging ex-employees stole trade secrets for its hardware push. Twelve states sued to block the Paramount-WBD merger, Anthropic extended free Fable 5 access as rivals raced on pric...

13 Jul 20min

The New GPT

The New GPT

OpenAI broadly released GPT-5.6 and launched ChatGPT Work, targeting Anthropic. Fidji Simo stepped down from OpenAI citing health, the EU found Meta's "addictive design" violates the DSA, Polymarket s...

10 Jul 21min

The Day Of All The Models

The Day Of All The Models

SpaceXAI debuted Grok 4.5 with Cursor, targeting Opus-level performance at lower cost. Meta launched Muse Spark 1.1 via API, OpenAI rolled out full-duplex GPT-Live voice models, PrismML ran the larges...

9 Jul 21min

China (AI) Rising

China (AI) Rising

Chinese AI models grabbed over 30% of US token use as Beijing weighed curbing access. Anthropic expanded Cowork to mobile and web, Meta launched its first AI image generator on Instagram and WhatsApp,...

8 Jul 21min

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