Tue. 08/20 – Checkin On How The Vision Pro Is (Or Is Not) Coming Along

Will the US government take a stake in Intel? Why was Meta letting spicy conversation happen with their AI bots? What does it mean if Foxconn’s AI business is now bigger than its gadget assembly business? And of course, the Weekend Longreads Suggestions. Links: Trump Administration Said to Discuss Taking Stake in Intel (Bloomberg) Meta’s AI rules have let bots hold ‘sensual’ chats with kids, offer false medical info (Reuters) Forget Foxconn the iPhone factory. AI’s made it a server-slinger first and foremost (The Register) Apple returns blood oxygen monitoring to the latest Apple Watches (The Verge) Whoop Refuses to Pull Blood Pressure Tool After FDA Warning (Bloomberg) Weekend Longreads Suggestions: Big Tech’s A.I. Data Centers Are Driving Up Electricity Bills for Everyone (NYTimes) Behind Wall Street’s Abrupt Flip on Crypto (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Aug 17min

New York is suing Zelle. Another IPO pop has me raising my eyebrows. Maybe Perplexity really was serious, at least about getting a browser. Does Apple want to make basically that Pixar lamp? And AI has so broken the hiring process that some companies are resorting again to in-person interviews. Links: New York sues Zelle, says security lapses led to $1 billion consumer fraud losses (Reuters) Crypto Firm Bullish Soars 84% in Debut After $1.1 Billion IPO (Bloomberg) Before Wild Chrome Bid, Perplexity Had Been Hunting for Browsers (The Information) Apple Plots Expansion Into AI Robots, Home Security and Smart Displays (Bloomberg) AI Is Forcing the Return of the In-Person Job Interview (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Aug 16min

Perplexity offers to acquire Chrome, but how serious are they? Fine, says OpenAI, have your GPT-4o back. Are AI companions the next breakout AI business beyond coding help? And is GM getting back in the self-driving car business for real this time? Links: Perplexity Makes Longshot $34.5 Billion Offer for Chrome (WSJ) OpenAI brings GPT-4o back as a default for all paying ChatGPT users, Altman promises ‘plenty of notice’ if it leaves again (VentureBeat) OpenAI rolls out Gmail, Calendar, and Contacts integration in ChatGPT (BleepingComputer) UK porn site traffic plunges as age verification rules take effect (Financial Times) AI companion apps on track to pull in $120M in 2025 (TechCrunch) GM Plans Renewed Driverless-Car Push After Cruise Debacle (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Aug 19min

Elon says he might take legal action against Apple, but it’s probably his beef with Sam Altman rearing its head once again. A long piece looking at how Jenson won in China, though also, HAS he won WITH China… yet? And is the race to the bottom in AI pricing happening already? Links: Musk says xAI to take legal action against Apple over App Store rankings (Reuters) Tech giants Apple and Google lose landmark court case as federal judge rules they engaged in anti-competitive conduct (ABC) China Urges Firms to Avoid Nvidia H20 Chips After Trump Resumes Sales (Bloomberg) With Billions at Risk, Nvidia CEO Buys His Way Out of the Trade Battle (WSJ) Anthropic offers Claude chatbot to US lawmakers for $1 (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Aug 17min

Nvidia and AMD are paying the US government 15% of revenue to sell AI chips to China. Remember how with GPT-5, they took away the old models? Well, the old models are back. Some critical analysis of the whole GPT-5 moment. And you know what is finally never coming back? AOL dialup internet. Links: Nvidia and AMD to pay 15% of China chip sale revenues to US government (FT) Trump Bid for Cut of Chip Revenue Risks ‘Dangerous World’ (Bloomberg) Intel CEO Singled Out by Trump to Visit White House on Monday (WSJ) OpenAI Faces Backlash for Retiring Older Models With GPT-5 Launch (PCMag) GPT-5: Overdue, overhyped and underwhelming. And that’s not the worst of it. (Gary Marcus) A BEST CASE SCENARIO FOR AI? (David Sacks) AOL discontinues its dial-up internet, and we're just surprised they even offered it in 2025 (PCGamer) Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Aug 19min

I spoke with the great Paul Kedrosky to discuss the significant impact of AI capital expenditure (CapEx) on the economy, exploring how it contributes to GDP growth and the implications of this spending. Qw delve into the rapid growth of AI-related investments, the short lifespan of data centers, and the potential risks associated with this economic phenomenon. 00:00 The Impact of AI Capital Expenditure on the Economy 09:34 The Dynamics of Data Center Investments 19:39 Debt Financing and Its Implications 30:09 Potential Risks and Future Outlook for AI Investments Articles mentioned on this episode: Paul Kedrosky: Honey AI Capex Ate The Economy Chris Mims in the WSJ Noah Smith Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Aug 40min

Tracking the fallout and implications from GPT-5’s rollout yesterday. Why is Google’s AI chatbot filled with self-loathing and recrimination? Are President Trump’s comments just the latest worry for the CEO of Intel? Are those AI coding companies actually making any money? And, of course, the Weekend Longreads Suggestions. Links: GPT-5: Key characteristics, pricing and model card (Simon Willison) GPT-5 Hands-On: Welcome to the Stone Age (Latent Space) Google says it's working on a fix for Gemini's self-loathing 'I am a failure' comments (Business Insider) Intel’s Chief Holds Firm After Trump Demands His Resignation (NYTimes) High costs and thin margins threatening AI coding startups (TechCrunch) Weekend Longreads Suggestions: AI Is Coming for the Consultants. Inside McKinsey, ‘This Is Existential.’ (WSJ) SEO Is Dead. Say Hello to GEO. (NYMag) Is Perrier as pure as it claims? The bottled water scandal gripping France (BBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Aug 20min

All the news around the big unveiling of GPT-5. President Trump calls on the CEO of Intel to “resign immediately.” Also, the threat of 100% tariffs on chips and semiconductors. But Apple gets a pass because they’re committing to building more in the US. Links: GPT-5 is being released to all ChatGPT users (The Verge) OpenAI Unveils GPT-5, Its Latest and Most Powerful Model, After Two-Year Wait (WSJ) OpenAI’s GPT-5 is here (TechCrunch) Trump Urges ‘Conflicted’ Intel CEO Tan to Resign Immediately (Bloomberg) Trump Eyes 100% Chips Tariff, Exempting Firms That Invest in US (Bloomberg) Apple Announces $100 Billion US Investment Ahead of Trump Event (Bloomberg) Could AI Datacenter Spending Blow Up The Economy? With Paul Kedrosky (YouTube) Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Aug 21min