Thu. 05/29 – Somebody Knows Victoria’s Secrets

Thu. 05/29 – Somebody Knows Victoria’s Secrets

Nvidia had solid earnings, though they’re quite concerned about being boxed out of China. The apparent hack of Victoria’s Secret gave me a dad-joke-title for today’s episode. Why DeepSeek’s recent R1 update is a bigger deal than even they are letting on. And why the CEO of Anthropic says we should be more worried about the AI he’s unleashing than people are aware. Links: Nvidia beats on earnings and revenue as data center sales jump 73% (CNBC) Nvidia CEO Warns That Chinese AI Rivals Are Now ‘Formidable’ (Bloomberg) NVIDIA GeForce NOW launches a native Steam Deck app, unlocking 4K cloud gaming & extended battery life for Valve's handheld (Windows Central) Victoria’s Secret takes down website after security incident (BleepingComputer) Apple to Launch iOS 26, macOS 26 in Major Rebrand Tied to Software Redesigns (Bloomberg) DeepSeek Quietly Drops AI Update That Outperforms Google's Best (Implicator.ai) Behind the Curtain: A white-collar bloodbath (Axios) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2319)

Ain’t No Drama Like AI Industry Drama

Ain’t No Drama Like AI Industry Drama

Apparently their ain’t no drama like AI industry drama, proven once again by some high-profile defections from Thinking Machine Labs. Grok says it’s cleaned up its act. TSMC is winning thanks to AI. M...

15 Jan 21min

NOT Alright, Alright, Alright

NOT Alright, Alright, Alright

Nvidia can officially sell its chips in China, but not if China doesn’t let anyone buy them. Tesla will stop selling FSD beginning next month. Matthew McConaughey says NOT alright alright alright to u...

14 Jan 20min

Microsoft Pledges To Pay Its Own Way

Microsoft Pledges To Pay Its Own Way

Microsoft tries to calm data center buildout backlash. Layoffs come to the Metaverse. Apple has a new creator subscription package. More implications from that Apple/Google AI deal from yesterday. And...

13 Jan 20min

Siri Goes With Gemini

Siri Goes With Gemini

Apple announces that its going with Google’s Gemini to power Siri later this year, and Google joins the $4T club on the news. Governments around the world are still mad at Grok. AI has essentially kil...

12 Jan 20min

Grok Still Groking

Grok Still Groking

Grok dials back the AI image generation thing. Kinda. xAI just raised all that money cause it kinda has to. Looks like the next Deep Seek model is incoming. Why a16z is officially the biggest VC firm ...

9 Jan 21min

ChatGPT Health

ChatGPT Health

Grok and X have been letting people create some risqué and in some cases, probably illegal images, and governments around the world are getting pissed. Does Google think AI can obviate your email inbo...

8 Jan 21min

CES Day 3

CES Day 3

xAI has raised another monster round. Polymarket has yet another controversy around whether a bet should pay out or not. Could the AI datacenter buildout actually disrupt politics in local America? An...

7 Jan 21min

CES Day 2

CES Day 2

Nvidia launches its next chip platform. AMD says, hey, us too! Also, did you know Nvidia is building self-driving car platforms? Did you know Dell is bring the XPS brand back? And did you know that th...

6 Jan 22min

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