Fri. 07/31 – Nvidia In Talks To Buy Arm?

Fri. 07/31 – Nvidia In Talks To Buy Arm?

Sources say Nvidia is in talks to buy Arm. Music Videos are coming to Facebook in a bigger way. The iPhone is delayed a tiny bit. A run-down of the earnings reports: TLDR: Apple made a ton of money when people thought they wouldn’t but Alphabet shrunk for the first time ever. And of course, the weekend longreads suggestions. Sponsors: Metalab.co JoinFightCamp.com/techmeme Links: Nvidia in talks to buy Arm from SoftBank for more than $32bn (Financial Times) Facebook Is Set to Finally Get the Rights to Show Music Videos (Bloomberg) Apple confirms short release delay for this year's iPhones (Axios) Comment: Analysts half-right about AAPL’s Q3 … but so wrong! (9to5Mac) Weekend Longreads Suggestions Philosophers On GPT-3 (updated with replies by GPT-3) (Daily Nous) Independence, autonomy, and too many small teams (Kislay Verma) Tech Sector Feeling COVID-19’s Economic Pain (Indeed Hiring Lab) The Gig Economy Is Failing. Say Hello to the Hustle Economy. (OneZero) Car Companies Want to Monitor Your Every Move With Emotion-Detecting AI (Motherboard) Subscribe to the Ad-Free Feed! Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2324)

My LLM Cutoff Is 1930

My LLM Cutoff Is 1930

Apple beat Q2 estimates and forecast strong Q3 growth as the MacBook Neo and Mac Mini sell out. The Senate unanimously banned prediction market trading for senators, Intel closed its best month ever a...

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Earnings Overload

Earnings Overload

Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO called Roze, Anthropic weighs a $900B+ round, and Musk ...

30 Apr 21min

Elon V. Sam Day 2

Elon V. Sam Day 2

The EU escalated its DSA probe against Meta over child safety failures on Instagram and Facebook. OpenAI has effectively abandoned its Stargate JV, China suspended new robotaxi licenses after a Baidu ...

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Musk V. Altman

The Musk v. Altman trial seated a jury in California, with opening arguments set for today. Microsoft and OpenAI amended their partnership, removing the AGI clause. OpenAI missed internal user and rev...

28 Apr 15min

Meta Needs To Rethink Manus

Meta Needs To Rethink Manus

China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualc...

27 Apr 21min

All The Headlines, All The Model Drops...

All The Headlines, All The Model Drops...

DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and G...

24 Apr 23min

Another DeepSeek Moment On The Horizon?

Another DeepSeek Moment On The Horizon?

Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, Anthropic's secondary market valuation hits $1T on ...

23 Apr 22min

Elon Buys Cursor?

Elon Buys Cursor?

SpaceX struck a deal giving it the option to acquire Cursor for $60B or pay $10B, as xAI scrambles to catch up in AI coding. Google unveiled new TPUs and an agent platform, OpenAI shipped ChatGPT Imag...

22 Apr 20min

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