Thu. 10/11 - F*** Everything, We're Doing 4 Cameras!

OpenAI rolls out an o3-pro model. Android one-ups iOS with a quick release. So far so good for the launch of the Switch 2. What is Google doing with its headcount? And is essentially a giant hologram the future of video calling? Sponsors: Shopify.com/ride Links: OpenAI releases o3-pro, a souped-up version of its o3 AI reasoning model (TechCrunch) God is hungry for Context: First thoughts on o3 pro (Latent Space) Google Releases the Android 16 OS Months Earlier Than Expected (CNET) Nintendo Switch 2 Sets Sales Record in Boon for Games Sector (Bloomberg) Elon Musk says Tesla robotaxi rides in Austin ‘tentatively’ set to begin June 22 (CNBC) Google Offers Buyouts to Employees in Search and Ads, Other Units (The Information) HP reveals $24,999 hardware created just for Google Beam (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Juni 16min

Zuckerberg’s big ambitions for AI seem to be coming into focus. OpenAI is actively starting to play the field when it comes to compute. More signs AI is kneecapping web traffic. And what do we think? Is liquid glass a good design choice, or a cul-de-sac for Apple? Sponsors: LinkedIn.com/ride Links: Meta Is Creating a New A.I. Lab to Pursue ‘Superintelligence’ (NYTimes) Zuckerberg Is Personally Recruiting New ‘Superintelligence’ AI Team at Meta (Bloomberg) Exclusive: OpenAI taps Google in unprecedented cloud deal despite AI rivalry, sources say (Reuters) Waymo halts service in downtown Los Angeles amid ICE protests (LA Times) News Sites Are Getting Crushed by Google’s New AI Tools (WSJ) Apple will end support for Intel Macs next year, macOS 27 will require Apple Silicon (9to5Mac) ‘Beautiful’ and ‘Hard to Read’: Designers React to Apple’s Liquid Glass Update (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices

10 Juni 15min

All the headlines from WWDC. Microsoft unveils the first iteration of that handheld gaming strategy. Meta is considering its largest external AI investment yet. And did Apple researchers reveal that Large Language Model have a structural ceiling, and are we basically there? Sponsors: Acorns.com/ride Links: Hands-On With the Xbox Ally X, the New Gaming Handheld from Asus and Microsoft (IGN) Meta in Talks for Scale AI Investment That Could Top $10 Billion (Bloomberg) A knockout blow for LLMs? (Gary Marcus On AI) Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Juni 21min

Circle had such a successful IPO, I’m wondering if IPO’s might finally be back on the menu. Turns out Anthropic cut off Windsurf for the most obvious reason. Maybe Manus really is stoking a new gold rush, at least in China. And in the Weekend Longreads Suggestions, the most consequential weather forecast of all time. Sponsors: Tonal.com Links: Stablecoin issuer Circle soars 168% in NYSE debut after pricing IPO above expected range (CNBC) Anthropic co-founder on cutting access to Windsurf: ‘It would be odd for us to sell Claude to OpenAI’ (TechCrunch) Anysphere, Hailed as Fastest Growing Startup Ever, Raises $900 Million (Bloomberg) Manus has kick-started an AI agent boom in China (MIT Technology Review) Weekend Longreads Suggestions: Runway CEO Cris Valenzuela wants Hollywood to embrace AI video (The Verge) The Man Whose Weather Forecast Saved the World (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Juni 17min

Reddit goes after Anthropic. Meta seems to be reading a much cheaper Vision Pro killer, while still moving forward with their ambitious smartglasses product. What if your Amazon delivery person was not a person at all, but a humanoid robot. And how, quietly, Hollywood studios are already deep into AI adoption. Sponsors: CornBreadHemp.com/ride and code ride Links: Reddit Sues Anthropic, Alleges Unauthorized Use of Site’s Data (WSJ) Meta Talks to Disney, A24 About Content for New VR Headset (WSJ) Here’s what’s inside Meta’s experimental new smart glasses (The Verge) OpenAI slams court order to save all ChatGPT logs, including deleted chats (ArsTechica) Amazon Prepares to Test Humanoid Robots for Delivering Packages (The Information) Everyone Is Already Using AI (And Hiding It) (Vulture) Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Juni 17min

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

4 Juni 16min

Elon Musk is suddenly fundraising everywhere. An attempt to solve the nomenclature problem around hacking groups. Is the solution to more energy for data centers already hidden inside the grid? And the final two pieces today are two different takes on the great AI debate, our entire civilization is having right now. Sponsors: Oracle.com/techmeme Links: Musk Taps Investors for Billions Days After Washington Exit (Bloomberg) 'Forest Blizzard' vs 'Fancy Bear' - cyber companies hope to untangle weird hacker nicknames (Reuters) Gridcare thinks more than 100 GW of data center capacity is hiding in the grid (TechCrunch) Walmart is supercharging revenue — but with fewer workers (Financial Times) My AI Skeptic Friends Are All Nuts (Thomas Ptacek) Learn more about your ad choices. Visit megaphone.fm/adchoices

3 Juni 16min

We know WWDC might be underwhelming this year, but to what degree? Is Samsung about to pick Perplexity as its horse in the AI race? AI based acquisition and wrapups continue to be the new hotness in VC investing. And how DoorDash has quietly been killing it in the delivery space. Sponsors: AGNTCY.ORG QualiaLife.com/ride and code RIDE Links: Apple Developer Event Will Show It’s Still Far From Being an AI Leader (Bloomberg) Samsung Nears Wide-Ranging Deal With Perplexity for AI Features (Bloomberg) Google quietly released an app that lets you download and run AI models locally (TechCrunch) Early AI investor Elad Gil finds his next big bet: AI-powered rollups (TechCrunch) Meta Aims to Fully Automate Ad Creation Using AI (WSJ) DoorDash CEO Tony Xu is taking on the role of industry consolidator in food delivery (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Juni 15min