Acqui-Investing

Meta poured $900M into India's Cred and tapped founder Kunal Shah to run WhatsApp. Google lost Nobel winner John Jumper to Anthropic. Getty soared on an OpenAI deal, JD.com warned robots would replace its couriers, and Toto pivoted toward chips. Meta invests $900M into Indian fintech Cred for a ~20% stake, and plans to appoint Cred founder Kunal Shah as the leader of WhatsApp, replacing Will Cathcart (Bloomberg) The departure of John Jumper, a key member of Google's AI coding development team, further strains Google's efforts to compete with Anthropic and OpenAI (Bloomberg) Getty signs a licensing deal with OpenAI, letting its image library appear in ChatGPT's search and discovery features; GETY jumps 150%+ pre-market (Bloomberg) JD.com founder Richard Liu says robots will replace the company's 700K delivery workers "sooner or later", and it will help retrain them in robot maintenance (FT) Toto, Japan's largest toilet maker, plans to invest $495M by 2030 to expand its semiconductor materials unit, targeting R&D for next-gen 1nm chip production (Nikkei Asia) Japanese toilet maker Toto plans $496M push into chip tech (Tech in Asia) A look at "humanizer" and "autotyper" apps that help students evade AI-detection software by slowly auto-typing essays and making AI text sound less robotic (The New York Times) A speculative scenario titled "Europe 2031" projects economic and political instability in the EU if it fails to keep pace with the US and China in the AI race (The Guardian) Subscribe to the ad-free feed.

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Avsnitt(2444)

Anthropic's Growth Is Slowing

Anthropic told investors Q3 revenue hit $16.8 billion, with adjusted profitability, but growth slowed ahead of the IPO. An arrested OpenAI engineer had booked one-way tickets to Saudi Arabia. Amazon l...

15 Okt 21min

OpenAI's Office Was Bugged

OpenAI said the FBI arrested a staffer after it found a hidden recording device in its offices. Netflix cut about 1,000 jobs, Microsoft patched a record 1,416 vulnerabilities, and the FBI shut down No...

14 Okt 20min

HomeView

Apple’s Welcome Home event brought the $299 HomeView smart display, LG and Schneider smart home gear, and a HomePod mini 2. Meta’s Muse Wonder caught up to the frontier, and Epic delayed a game over “...

13 Okt 22min

Has AI Cooked Gaming?

Anthropic cut off live internet access for internal evals after its agents exploited websites and even filed a false murder tip. Microsoft unveiled its Maia 300 chip, Nadella pushed for an AI “emergen...

12 Okt 22min

Is Elon Musk Coming For Your Phone Plan?

Fired OpenAI safety researchers disputed their dismissals and OpenAI pushed back. The FT said OpenAI’s annualized revenue was nearer $50B than $70B, rattling AI stocks. SpaceX bought spectrum to take ...

9 Okt 22min

Are AI Labs Trying to Break Encryption?

Scott Aaronson said AI labs had started testing whether their newest models could break cryptography, and Vitalik Buterin urged taking it seriously. Anthropic launched Haiku 5.5, Google unveiled a uni...

8 Okt 21min

Did OpenAI's Secret Model Just Crack Math?

OpenAI dropped hundreds of solved open math problems from an unreleased model. HBO Max and Paramount Plus agreed to become one streamer. Apple's smart home push leaked, including LG-branded gear. Ring...

7 Okt 20min

Le Chonk

Nvidia-backed Reflection unveiled Beam, a US open-weights model taking on Chinese labs. Plus, SemiAnalysis said Claude subscriptions were a better deal than OpenAI's, Meta and Microsoft cut back on Cl...

6 Okt 21min