Nvidia Earnings And Nano Banana
Nvidia’s earnings are ok, but maybe showing signs of normalizing. Copilot for your TV. A blockchain for your cloud. I catch you up on that whole Nano Banana image AI craze sweeping the internet. And a summary of the Pixel phone reviews. Links: Nvidia beats on top and bottom lines as company expects breakneck AI spend to continue (CNBC) Microsoft expands Xbox Cloud Gaming to Game Pass Core and Standard subscribers (The Verge) Microsoft’s Copilot AI is now inside Samsung TVs and monitors (The Verge) Google Cloud is developing its own blockchain for payments, currently in private testnet (The Block) Google Gemini’s AI image model gets a ‘bananas’ upgrade (TechCrunch) Nothing busted using professional photos as Phone 3 samples (The Verge) Google Pixel 10 Pro review: the best AI phone on the market (The Shortcut) Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Aug 20min
The First Wrongful Death Lawsuit Against OpenAI
A wrongful death lawsuit has been filed against OpenAI. The continuing saga of what the heck is going on over at Meta AI? Is “vibe hacking” the big new threat we need to be worried about? Anthropic had to settle because it was afraid it would be sued out of existence. And when the iPhone event is gonna happen. Links: OpenAI Plans to Update ChatGPT After Parents Sue Over Teen’s Suicide (Bloomberg) A Teen Was Suicidal. ChatGPT Was the Friend He Confided In. (NYTimes) Researchers Are Already Leaving Meta’s New Superintelligence Lab (Wired) ‘Vibe-hacking’ is now a top AI threat (The Verge) Anthropic Settles Major AI Copyright Suit Brought by Authors (3) (Bloomberg Law) Apple Makes Music Push in Radio After Losing Ground to Spotify (WSJ) Apple Event Announced for September 9: 'Awe Dropping' (MacRumors) Fantasy League Link: https://fantasy.premierleague.com/leagues/auto-join/poyeg1 Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Aug 19min
xAI Sues Apple And OpenAI
Elon Musk is taking his beef with Sam Altman AND Tim Apple to court. The Trump administration could sanction EU officials over the Digital Services Act. Spotify has added DMs. And Ben Thompson’s deep analysis of the whole Intel situation. Links: Elon Musk's xAI sues Apple and OpenAI over AI competition, App Store rankings (Reuters) Exclusive: Trump administration weighs sanctions on officials implementing EU tech law, sources say (Reuters) Spotify is adding DMs (The Verge) Attorneys General To AI Chatbot Companies: You Will ‘Answer For It’ If You Harm Children (404Media) Intel says Trump deal has risks for shareholders, international sales (CNBC) U.S. Intel (Stratechery) Learn more about your ad choices. Visit megaphone.fm/adchoices
26 Aug 18min
Uncle Sam’s Intel Stake
The government has indeed taken a stake in Intel. Apple might turn to Google to save Siri. Meta turns to Midjourney. Perplexity wants to cut publishers in on the action. And how DHL is using AI to shore up a workforce that is aging out. Links: Trump, Intel Agree to 10% U.S. Stake as President Promises More Deals (NYTimes) Apple Explores Using Google Gemini AI to Power Revamped Siri (Bloomberg) Meta partners with Midjourney on AI image and video models (TechCrunch) Perplexity to Let Publishers Share in Revenue from AI Searches (Bloomberg) Netflix Sets Opening Dates for Permanent Entertainment and Shopping Venues in Philadelphia, Dallas (Variety) Inside DHL’s AI upgrade: ‘Love it or hate it, you have to work with it’ (FT) 8 Women, 4 Bedrooms and 1 Cause: Breaking A.I.’s Glass Ceiling (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices
25 Aug 18min
Has China Shut The Door On Nvidia?
We talked recently about how Nvidia wasn’t home free in China just yet, and low and behold, they’re stopping H20 chip production over Chinese concerns. Did Elon Musk talk to Mark Zuckerberg about buying OpenAI together? And of course, the Weekend Longreads Suggestions. Links: Nvidia Orders Halt to H20 Production After China Directive Against Purchases (The Information) Meta Signs $10 Billion-Plus Cloud Deal With Google (The Information) Elon Musk tried to enlist Mark Zuckerberg in $100bn bid for OpenAI (Financial Times) OpenAI Is Challenging Google—While Using Its Search Data (The Information) Weekend Longreads Suggestions: He Sold His Likeness. Now His Avatar Is Shilling Supplements on TikTok. (NYTimes) Bill Gates meets Willy Wonka: How Epic’s 82-year-old billionaire CEO, Judy Faulkner, built her software factory (CNBC) Mutant Podcast Army Fantasy Football League Link poyeg1 Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Aug 19min
Now Meta Has Frozen AI Hiring
What is going on at Meta AI story number 77. A deeper look at that new chip that Google unveiled with the Pixel phones yesterday and what that could suggest for Google’s hardware strategy. And an interesting startup that is making AI smartglasses happen now. Links: Meta Freezes AI Hiring After Blockbuster Spending Spree (WSJ) Suddenly, Silicon Valley Is Lowering AI Expectations (NYMag) Google did more than just switch to TSMC for Tensor G5 — This is what’s new (9to5Google) DeepSeek Touts Model That Outdoes Flagship in Agentic AI Step (Bloomberg) Sony is raising PS5 prices, starting tomorrow (The Verge) Harvard dropouts to launch ‘always on’ AI smart glasses that listen and record every conversation (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices
21 Aug 21min
The Pixel 10 Smartphone Unveiling
All the headlines from the Made By Google event where we saw the new Pixel 10 lineup and the 4th gen Pixel Watch. We have a release date for those new Xbox handhelds. More seeming chaos at Meta’s AI headquarters. And a report back from the first ever AI film festival. Links: The Google Pixel 10 Pro Fold is the first fully dust-resistant foldable (The Verge) Pixel 10 Pro and Pro XL are all about upgrades you can’t see, still starting at $999 [Hands-on] (9to5Google) Google debuts Pixel Watch 4 with domed display, emergency Satellite Communication (TechCrunch) Microsoft and Asus’ new Xbox Ally handhelds launch on October 16th (The Verge) Mark Zuckerberg Shakes Up Meta’s A.I. Efforts, Again (NYTimes) US tech stocks hit by concerns over future of AI boom (FT) I Saw the Future of AI Film and It Was Empty (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices
20 Aug 21min
Chamath Is Back In The Arena
Masa Son is investing $2B into Intel, and the Uncle Sam might join in as well. Small AI models continue to have a moment. Chamath is reentering the arena with a new SPAC. The Texas AG is investigating AI chatbots. And does GPT-5 prove that we’ve hit an AI ceiling, even if only temporarily? Links: Intel is getting a $2 billion investment from SoftBank (CNBC) Nvidia releases a new small, open model Nemotron-Nano-9B-v2 with toggle on/off reasoning (VentureBeat) ‘SPAC King’ Chamath Palihapitiya is back with a new one (Pitchbook) Texas attorney general accuses Meta, Character.AI of misleading kids with mental health claims (TechCrunch) Is AI hitting a wall? (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Aug 20min
