Thu. 04/01 – Microsoft’s Pentagon Deal Validates The AR Industry

Thu. 04/01 – Microsoft’s Pentagon Deal Validates The AR Industry

Microsoft’s big HoloLens deal with the Pentagon is maybe the big bang for the augmented reality industry. Amazon says their folks can come back to work soon, and in fact, they’d prefer if you did. Bearish signs for the work remotely movement? Why these are boom times for chip makers. And why Siri’s new voices think of gender as a spectrum. Sponsors: Today In Digital Marketing Podcast AirMedCareNetwork.com/tech offer code TECH Links: Microsoft wins U.S. Army contract for augmented reality headsets, worth up to $21.9 billion over 10 years (CNBC) Amazon says it expects some employees to return to the office this summer, most will return in fall (CNBC) TSMC to Spend $100 Billion Over Three Years to Grow Capacity (Bloomberg) Apple adds two brand new Siri voices and will no longer default to a female or male voice in iOS (TechCrunch) Comcast Weighs Pulling Universal’s Movies From HBO Max, Netflix (Bloomberg) Thrasio raises $100M for its Amazon roll-up play, appoints retail CFO for its next steps (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2391)

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

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

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