Fri. 05/21 – Snap Is Dead Serious About This AR Stuff

Fri. 05/21 – Snap Is Dead Serious About This AR Stuff

Snap releases its first true AR glasses, and buys the company that helped make them a reality. Is Netflix going to get into gaming to help juice growth in North America? Is the IRS going to crack down ever harder on Crypto? Twitter’s newly revamped verification system. And, of course, the weekend longreads suggestions. Sponsors: Skiff.org/ride Tovala.com/ride Links: Snap’s new Spectacles let you see the world in augmented reality (The Verge) Snap is buying its AR display supplier for more than $500 million (The Verge) Spotify finally adds offline music downloads on Apple Watch (The Verge) Netflix Seeks Executive to Expand Game Efforts (The Information) U.S. Treasury calls for stricter cryptocurrency compliance with IRS, says they pose tax evasion risk (CNBC) Twitter is letting anyone apply for verification for the first time since 2017 (The Verge) Weekend Longreads Suggestions: Now that WarnerMedia and Discovery have tied the knot, the pressure’s on ViacomCBS and NBCUniversal (CNBC) $ASS Coin Billionaire: Tales From the Fringe of the Crypto Craze (Bloomberg) Can Sony reclaim its former glory? (Engadget) How to Make Carbon-Neutral Gasoline Out of Thin Air (Intelligencer) Twitter Thread About Shift+2 (@figmadesign)

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Episoder(2392)

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

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

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