Wed. 08/26 – Palantir’s S-1 Takes A Swipe At Silicon Valley

Wed. 08/26 – Palantir’s S-1 Takes A Swipe At Silicon Valley

Palantir’s S-1 filing gives us our first look under the hood of their business. Apple is bringing AR content to Apple TV+. A big name in 3D printing is going public… and guess how? A new digital networking speed record. And Elon Musk is going to demo his brain/computer interface technology on Friday. Sponsors: Masterworks.io, select PODCAST, then enter: RIDE TinyCapital.com Links: Palantir files to go public, lost about $580 million last year (CNBC) Apple Plans Augmented Reality Content to Boost TV+ Video Service (Bloomberg) Facebook changes name of its annual VR event and its overall AR/VR organization (TechCrunch) White House announces creation of AI and quantum research institutes (VentureBeat) Desktop Metal going public in SPAC-led deal that could value 3D printer company at $2.5B (TechCrunch) Researchers at University College London Set a New World Record for Fastest Internet (Gizmodo) Elon Musk promises demo of a working Neuralink device on Friday (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2386)

Nvidia On The March

Nvidia On The March

Nvidia committed $5B to Ilya Sutskever's SSI and weighed a $250B backstop for OpenAI's Ohio megaproject. CXMT soared 466% in its debut, Amazon filed for 5,105 satellites, Apple delayed AI glasses, and...

27 Jul 20min

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 20min

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 21min

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 21min

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 21min

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 21min

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

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