Mon. 12/23 - A New Competitor For Tesla?

Mon. 12/23 - A New Competitor For Tesla?

The Government says ToTok is a full on spying app, TikTok wants to distance itself from allegations that it might be a spying app, out of nowhere, could Rivian be Tesla’s biggest competitor, and what does it mean if Travis Kalanick sells all of his Uber stock? Sponsors: GiveWell.org/ridehome Mealime Links: It Seemed Like a Popular Chat App. It’s Secretly a Spy Tool. (NYTimes) U.S. Navy bans TikTok from government-issued mobile devices (Reuters) DraftKings going public via reverse merger (Axios) Rivian adds $1.3 billion in funding for its electric utility and adventure vehicles (TechCrunch) Uber Co-Founder Travis Kalanick Cuts Stake in Company by More Than 90% (WSJ) Boeing Starliner Lands in New Mexico After Clock Error Prompts Early Return (NYTimes) Starliner makes a safe landing—now NASA faces some big decisions (Ars Technica) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Musk V. Altman

Musk V. Altman

The Musk v. Altman trial seated a jury in California, with opening arguments set for today. Microsoft and OpenAI amended their partnership, removing the AGI clause. OpenAI missed internal user and rev...

28 Apr 15min

Meta Needs To Rethink Manus

Meta Needs To Rethink Manus

China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualc...

27 Apr 21min

All The Headlines, All The Model Drops...

All The Headlines, All The Model Drops...

DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and G...

24 Apr 23min

Another DeepSeek Moment On The Horizon?

Another DeepSeek Moment On The Horizon?

Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, Anthropic's secondary market valuation hits $1T on ...

23 Apr 22min

Elon Buys Cursor?

Elon Buys Cursor?

SpaceX struck a deal giving it the option to acquire Cursor for $60B or pay $10B, as xAI scrambles to catch up in AI coding. Google unveiled new TPUs and an agent platform, OpenAI shipped ChatGPT Imag...

22 Apr 20min

Tim Cook Rides Into The Sunset

Tim Cook Rides Into The Sunset

Apple named John Ternus as its next CEO, with Tim Cook stepping up to executive chairman on September 1. Amazon agrees to invest up to $25B more in Anthropic, Bezos' Project Prometheus nears a $10B ra...

21 Apr 21min

Robots Winning The (Literal) Race

Robots Winning The (Literal) Race

Vercel confirmed a breach traced to an AI platform's compromised OAuth app. The NSA is using Anthropic's Mythos despite the Pentagon blacklist. Mac Minis face 12-week wait times from AI agent demand, ...

20 Apr 21min

Reed Hastings Rides Into The Sunset

Reed Hastings Rides Into The Sunset

Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and De...

17 Apr 22min

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