Wed. 04/03 – Quantum Computing Breakthrough?
Have we just had a major breakthrough in Quantum Computing? The earthquake in Taiwan might lead to some chip issues. We don’t quite know yet. Amazon is retooling it’s Just Walk Out technology. Venture capitalists are having a hard time raising money. And in the last segment of the show, I actually break some news about Coinbase. Links: Microsoft and Quantinuum say they’ve ushered in the next era of quantum computing (TechCrunch) AI-generated songs are getting longer, not necessarily better (The Verge) Top musicians among hundreds warning against replacing human artists with AI (Axios) TSMC Facilities to Resume Production Overnight After Quake (Bloomberg) Amazon’s Grocery Stores to Drop Just Walk Out Checkout Tech (The Information) Venture capital reckons with the end of ‘megafund’ era (Financial Times) YouTube Of Our Interview With David Marcus Learn more about your ad choices. Visit megaphone.fm/adchoices
3 Apr 202419min
Tue. 04/02 – Amazon To Enter The AI Group Chat
Big trove of AT&T customer data dumped online. Microsoft is unbundling Teams. Amazon is readying its own big LLM. We should probably assume Section 230 does not cover AI. And what do you name an AI supercomputer? Stargate, apparently. Links: AT&T resets account passcodes after millions of customer records leak online (TechCrunch) Exclusive: Microsoft to separate Teams and Office globally amid antitrust scrutiny (Reuters) Amazon scrambles for its place in the AI race (The Verge) Gen-AI Search Engine Perplexity Has a Plan to Sell Ads (Adweek) The AI Industry Is Steaming Toward A Legal Iceberg (WSJ) Microsoft and OpenAI Plot $100 Billion Stargate AI Supercomputer (The Information) Learn more about your ad choices. Visit megaphone.fm/adchoices
2 Apr 202415min
(Bonus) Nat Friedman Interview
What prolific AI investor Nat Friedman expects from GPT-5, Microsoft's general strategy in AI, how he invests in startups, and his background an philosophy when it comes to investing. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Apr 202442min
Fri. 03/29 – SBF To The Hoosegow
SBF gets 25 years. X is maybe about to NSFW. Apple’s new OLED iPads should be coming in May. I can’t cram another acronym in here to tell you about Apple suing an employee for leaking. And, of course, the WLS… Weekend Longreads Suggestions. Links: Bankman-Fried sentenced to 25 years for multi-billion dollar FTX fraud (Reuters) Elon Musk’s X Is Testing ‘Adult Content’ Groups for Users (Bloomberg) Apple Sues Former Employee for Leaking iPhone's Journal App and More (MacRumors) Apple Plans New iPad Pro for May as Production Ramps Up Overseas (Bloomberg) Reddit shares plunge almost 25% in two days, finish the week below first day close (CNBC) Weekend Longreads Suggestions: How We’ll Reach a 1 Trillion Transistor GPU (IEEE Spectrum) How Jesse Plemons Came to Star in, Well, Pretty Much Everything (Texas Monthly) Learn more about your ad choices. Visit megaphone.fm/adchoices
29 Mars 202416min
Thu. 03/28 – Claude 3 Opus Surpasses GPT-4 For The First Time
There’s a new king of the AI hill as Anthropic bests OpenAI for the first time. Amazon invests more in Anthropic and is investing a TON more in datacenters. Is that GPT sort of App Store not exactly catching fire? A big acquisition in gaming. And the tiny Caribbean island nation that is one of the biggest winners of the AI moment so far. Links: “The king is dead”—Claude 3 surpasses GPT-4 on Chatbot Arena for the first time (ArsTechnica) Amazon spends $2.75 billion on AI startup Anthropic in its largest venture investment yet (CNBC) Amazon Bets $150 Billion on Data Centers Required for AI Boom (Bloomberg) OpenAI’s app store draws investors and students seeking artificial aids (FT) Oregon’s governor signs right-to-repair law that bans ‘parts pairing’ (The Verge) Take-Two Buys Gearbox From Embracer, Confirms Development on New Borderlands Game (IGN) The A.I. Boom Makes Millions for an Unlikely Industry Player: Anguilla (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Mars 202417min
Wed. 03/27 – Hulu Comes To Disney+; WWDC Gets A Date
Disney launches Hulu on Disney+. Apple schedules WWDC. Some Apple users report being victims of MFA bombing attacks. What it will mean to be certified as an AI PC. And more crazy data on the hunt for talent in the AI Wars. Links: Hulu on Disney+ Launches Out of Beta With Marketing Push to Grow Subscribers (The Hollywood Reporter) The Disney Plus-Hulu merger is way more than a streaming bundle (The Verge) Apple Announces WWDC 2024 Event for June 10 to 14 (MacRumors) Recent ‘MFA Bombing’ Attacks Targeting Apple Users (KrebsonSecurity) Databricks launches DBRX, challenging Big Tech in the open source AI race (VentureBeat) Databricks open-sources its own large language model, DBRX (SiliconAngle) Databricks spent $10M on new DBRX generative AI model, but it can’t beat GPT-4 (TechCrunch) Intel shares Microsoft's new AI PC definition, launches AI PC Acceleration Programs and Core Ultra Meteor Lake NUC developer kits at AI conference (Tom's Hardware) The Fight for AI Talent: Pay Million-Dollar Packages and Buy Whole Teams (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Mars 202416min
Tue. 03/26 – Musical Chairs As Microsoft Reorganizes Itself Around AI
Executive shuffling indicates that Microsoft is serious about reorganizing itself around AI. The US and UK move against those alleged Chinese infrastructure hackers. OpenAI seems to be courting Hollywood for its Sora tool. And is the IPO window finally open for tech companies? Links: Microsoft has a new Windows and Surface chief (The Verge) Canva Strikes Biggest Acquisition Yet in Chase to Take on Adobe (Bloomberg) US sanctions APT31 hackers behind critical infrastructure attacks (BleepingComputer) OpenAI shows off first examples of third-party creators using Sora (VentureBeat) OpenAI Courts Hollywood in Meetings With Film Studios, Directors (Bloomberg) Reddit options launch draws bulls, as shares soar (Reuters) IPO Window Cracks Open and Silicon Valley Sees Some Daylight (Bloomberg) Meta’s new opt-out setting limits visibility of politics on Instagram and Threads (The Verge) Elon Musk’s Starlink Terminals Are Falling Into the Wrong Hands (Bloomberg) Nat Friedman YouTube Video Learn more about your ad choices. Visit megaphone.fm/adchoices
26 Mars 202416min
Mon. 03/25 – The Wheels Of DMA Justice Move Fast
They said this law would be one that was capable of moving fast. The EU has already opened formal DMA investigations into Apple and Google. Stability AI seems to be circling the Deadpool. Checking in on the health of X. Greater homescreen control coming to iPhones? And what should we make of tech insiders selling massive amounts of shares? Sponsors: MackWeldon.com promocode RIDE Links: EU probes Apple, Meta and Alphabet under landmark new law (Financial Times) Stability AI Founder Emad Mostaque Plans To Resign As CEO, Sources Say (Forbes) Fewer people are using Elon Musk’s X as the platform struggles to attract and keep users, according to analysts (NBCNews) Spotify adds video learning courses in latest experiment (The Verge) Sources: iOS 18 Lets Apps Be Placed Anywhere on Home Screen Grid (MacRumors) Justice Department Risks Picking the Wrong Fight With Apple (Bloomberg) Thiel, Bezos and Zuckerberg join parade of insiders selling tech stocks (Financial Times) Learn more about your ad choices. Visit megaphone.fm/adchoices
25 Mars 202415min
