Thu. 04/25 – Zuck Is Disappointing Wall Street Again

Thu. 04/25 – Zuck Is Disappointing Wall Street Again

Meta’s earnings were fine, but it’s what Zuck warned about spending that has Wall Street nervous. Sub 2nm chips are on their way. An AI startup has a big new raise after its big raise just a month ago. Google Meet lets you jump devices. And the first reviews of the Rabbit R1 are out. Links: Zuckerberg Asks for Patience as Meta’s AI Push Spooks Market (Bloomberg) Zuckerberg says it will take Meta years to make money from generative AI (The Verge) TSMC aims to produce ultra-advanced 1.6-nm chips by 2026 (NikkeiAsia) Six-Month-Old AI Coding Startup Valued at $2 Billion by Founders Fund (The Information) Google Meet will let you transfer calls between web and phone with ‘Switch here’ (9to5Google) A morning with the Rabbit R1: a fun, funky, unfinished AI gadget (The Verge) Rabbit R1 hands-on: Already more fun and accessible than the Humane AI Pin (Engadget) Rabbit’s R1 is a little AI gadget that grows on you (TechCrunch) First Ones videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

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The “Assistant Axis”

The “Assistant Axis”

Netflix ups its bid with all cash. Sony is spinning off its legendary TV business with TCL. One of the biggest seed rounds I’ve ever heard of. Reels continues to win for Zuck. And let me introduce you...

20 Jan 20min

Ads Come To ChatGPT

Ads Come To ChatGPT

Ads are finally coming to ChatGPT. Why everyone online can’t stop talking about going on Claude benders. Elon’s case against OpenAI moves forward again. The Thinking Machines saga roils on again. And ...

19 Jan 21min

I’m Calling It: The Metaverse Is Over

I’m Calling It: The Metaverse Is Over

More fallout from the Thinking Machines stuff. I’m officially calling it: I think the Metaverse is over, at least at Meta. Cloudflare continues to make an effort to protect the web and creators from A...

16 Jan 20min

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

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