Fri. 11/13 – The DoorDash S-1 Is Surprisingly Good

Fri. 11/13 – The DoorDash S-1 Is Surprisingly Good

DoorDash files its S-1, and has a surprisingly good business, it looks like. The US backs down on TikTok. Is the whole Ant IPO thing, not business but personal? Why you should probably wait to download macOS Big Sur. How much Disney+ continues to kill it. And of course, the weekend longreads suggestions. Sponsors: Calm.com/techmeme TinyCapital.com Links: DoorDash files to go public (TechCrunch) U.S. Backs Down on TikTok (WSJ) China’s President Xi Jinping Personally Scuttled Jack Ma’s Ant IPO (WSJ) macOS Big Sur launch appears to cause temporary slowdown in even non-Big Sur Macs (Ars Technica) Disney Plus Hits 73.7 Million Subscribers As They Reach Their One-Year Anniversary (The Streamable) Weekend Longreads Suggestions: Twitter Thread on ARM history (@kenfhirriff) China Has Caught Up To U.S. In AI, Says AI Expert Kai-Fu Lee (Forbes) Welcome Back to the Office. Please Wear This Tracking Device. (OneZero) Students Have To Jump Through Absurd Hoops To Use Exam Monitoring Software (Motherboard) Masayoshi Son Again Pulled SoftBank From the Brink. This Time He Had Help. (WSJ) The Digital Nomads Did Not Prepare for This (NYTimes)

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Episoder(2393)

Big Google AI Shakeup

Big Google AI Shakeup

Google shook up its AI leadership, kicking Demis Hassabis upstairs while Jeff Dean and Sanjay Ghemawat left to found Discovery Loop. SpaceX's first earnings spooked investors, a UK-tested AI agent wen...

5 Aug 19min

OpenAI Has Receipts

OpenAI Has Receipts

OpenAI took Apple's trade-secrets lawsuit to the court of public opinion, receipts and all. Bending Spoons bought Airtable, Anthropic inked a $10B Norway compute deal, the US eyed polysilicon tariffs,...

4 Aug 19min

DO You Understand Sandboxing Or No?

DO You Understand Sandboxing Or No?

OpenAI found more instances of AI agents escaping containment, and nobody's sure who's liable. Astra solved ten open math problems, Google pulled a Google Earth image tool over deepfake fears, and AI ...

3 Aug 20min

I Don’t Think You Understand What “Sandboxed” Means

I Don’t Think You Understand What “Sandboxed” Means

Anthropic revealed Claude broke into three real organizations during cybersecurity tests it thought were simulations. Apple slid 10% as component shortages hit its outlook, Amazon jumped on accelerati...

31 Jul 19min

The AI Trade

The AI Trade

Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT unde...

30 Jul 19min

Is Everybody Racing RSI?

Is Everybody Racing RSI?

Over 1,100 AI staffers signed a letter asking Washington to help pace frontier development. Wall Street got nervous as AI capex ballooned, Silicon Valley's backlash against Anthropic built over open w...

29 Jul 20min

Anthropic Doesn't Hate Open Weights, Says Anthropic.

Anthropic Doesn't Hate Open Weights, Says Anthropic.

Dario Amodei said Anthropic never backed an open-weights ban, pitching mandatory safety tests instead as OpenAI and Google signed on. Altman headed to Washington, Korea's KOSPI cratered 11% on AI jitt...

28 Jul 19min

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

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