Thu. 08/31 – In A Sense, Bundling Is Always Consumer Friendly

Thu. 08/31 – In A Sense, Bundling Is Always Consumer Friendly

Microsoft unbundles Teams to stay ahead of EU antitrust action. But is that actually good for European consumers? Elon wants to collect your biometric data. Can AI police online smack talking in games? Lessons from the grocery delivery bubble. And, surprise, the Weekend Longreads Suggestions. Links: Microsoft Fends Off EU Antitrust Probe With Teams Deal (Bloomberg) Microsoft is unbundling Teams from Office in Europe to address regulator concerns (The Verge) X Plans to Collect Biometric Data, Job and School History (Bloomberg) Call of Duty enlists AI to eavesdrop on voice chat and help ban toxic players starting today (PCGamer) Bonfire of the groceries (FT) Weekend Longreads Suggestions: Despite Cheating Fears, Schools Repeal ChatGPT Bans (NYTimes) A Startup in the New Jersey Suburbs Is Battling the Giants of Silicon Valley (WSJ) Where do fonts come from? This one business, mostly (The Hustle) Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Mother Of All Meta Layoffs?

The Mother Of All Meta Layoffs?

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Is Avocado… Toast?

Is Avocado… Toast?

Meta’s big new AI model is delayed because they still can’t get to state of the art. The social media addiction trial is winding down. All the video apps are going to end up looking exactly like one a...

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AI Makes Google Maps Sound Much Better

AI Makes Google Maps Sound Much Better

More AI inspired job cuts. I gotta say, adding AI to Google Maps makes it sound like it might work much, much better. A new entrant into the AI health space. An Iran-war-related hacking takes down a c...

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The New King Of All Media

The New King Of All Media

Sources say the US government is investigating Binance around Iranian sanction evasion. Meta is helping authorities worldwide crack down on scammers. YouTube literally now is, officially, the biggest ...

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Meta Plumps For Bot Social Networks

Meta Plumps For Bot Social Networks

Meta moves for the social network for AI bots. Code Review for Claude Code seems to be like another revolution for the software development industry. Yan LeCun raises the biggest European seed round o...

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Claude 365

Claude 365

Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscaler startup has raised a monster round. And could th...

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Silicon Valley Circling The Wagons Around Anthropic?

Silicon Valley Circling The Wagons Around Anthropic?

Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considerin...

6 Mars 22min

Dr. ChatGPT Isn’t Quite There Yet

Dr. ChatGPT Isn’t Quite There Yet

Is the long war between Google and Epic Games finally over? OpenAI wants you to know its revenue numbers are also stellar. Maybe ChatGPT isn’t so great at medical advice. Maybe the chip shortage isn’t...

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