Mon. 03/11 - How TikTok Is Different

Mon. 03/11 - How TikTok Is Different

Nvidia buys Mellanox, Tesla reverses course, a handy primer on how TikTok is different, and we check in on the smart takes from last week’s big stories. Subscribe to the Premium, Ad-Free Podcast Feed! Sponsors: DataDogHQ.com/ridehome Tiny.website Links: Nvidia to Buy Mellanox for $6.9 Billion in Data Center Push (Bloomberg) Landlords to Tesla: You’re Still on the Hook for Your Store Leases (WSJ) How TikTok Is Rewriting the World (NYTimes) Facebook vs. Apple (Slate) Facebook has a big, terrifying dream to be the communication backbone for the Western world (Business Insider) ELIZABETH WARREN WANTS TO BREAK UP APPLE, TOO (The Verge) Elizabeth Warren Wants To Break Up Amazon, Google And Facebook; But Does Her Plan Make Any Sense? (TechDirt) How to Enable Dark Mode Nearly Everywhere It's Available Right Now (Gizmodo) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2384)

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

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

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