Wed. 06/04 – State Of The AI Coding Landgrab

Wed. 06/04 – State Of The AI Coding Landgrab

Windsurf accuses Anthropic of blocking it from AI models in a sign that competition in the AI coding space is fierce. But will the real battle happen when the likes of Microsoft and Google really go after the startups? NotebookLM is now sharable. Pump.fun is raising big money. And Nintendo didn’t send out any Switch 2 review units. What are they afraid of? Sponsors: 1Password.com/ride Links: Windsurf says Anthropic is limiting its direct access to Claude AI models (TechCrunch) AI startups revolutionize coding industry, leading to sky-high valuations (Reuters) Google’s NotebookLM now lets you share your notebook — and AI podcasts — publicly (The Verge) Pump.fun plans $1B token sale at $4B valuation: Sources (Blockworks) How Morgan Stanley Tackled One of Coding’s Toughest Problems (WSJ) It’s official: There are no Nintendo Switch 2 reviews. Here’s what that means for us, and you (VGC) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2314)

Social Media’s “Big Tobacco” Moment?

Social Media’s “Big Tobacco” Moment?

The big ruling from that big social media trial is in and it could have big implications for big tech going forward. Wikipedia bans the use of AI for creating Wikipedia entries. GitHub is about to tra...

26 Mar 20min

Sora Sinks

Sora Sinks

OpenAI is abandoning Sora to do the big refocus they’ve been signaling. Meta is starting to rack up the losses in court. Is China going to block the Manus acquisition by Meta from going through? They’...

25 Mar 21min

Your Router Is Likely Banned

Your Router Is Likely Banned

Buying an internet router made outside the US is now verboten. Claude can now basically fully use your computer for you. More layoffs and surprising production cuts in the gaming industry. And the two...

24 Mar 20min

Zuck’s Personal AI Agent

Zuck’s Personal AI Agent

Mark Zuckerberg has spun up his own AI bot to do his job for him. Or help him do his job quicker, I guess. OpenAI hires an ad guru from Meta. Elon loses a case. Maybe some managers actually want you t...

23 Mar 20min

AI Superapps

AI Superapps

OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google Search in that innovator’s dilemma way. And in th...

20 Mar 20min

The AI Race Is Now A Land Grab For Dev And Design Work

The AI Race Is Now A Land Grab For Dev And Design Work

In three parts I’ll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully embraces our new prediction market overlords. Even i...

19 Mar 21min

Crypto Gets Its Rulebook

Crypto Gets Its Rulebook

At long last, the government has issued guidance to crypto on what is or is not allowed. The blowup from gamers has caused Jensen to push back. A tale of contrasting IPOs from wildly different industr...

18 Mar 20min

Westworld For Real

Westworld For Real

All the headlines from Nvidia’s big event yesterday. Can Apple make fetch happen with foldable phones cause nobody else seems to be able to. One hour deliveries is the new, screw it, we’re doing five ...

17 Mar 21min

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