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(CORRECT) OpenAI’s Hardware Plans Worry Apple
19 september 2025 · 21 min
(Sorry about the editing error earlier) Lees meer
Nvidia is investing in self-driving AI tech. Google has given up the ghost and is making Chrome a full AI tool. Would you tolerate advertisements on the screen of your smart refrigerator? And why Apple executives are growing worried about OpenAI’s hardware plans.
Nvidia in talks for $500mn investment in UK self-driving start-up Wayve (FT)
Google Injects Gemini Into Chrome as AI Browsers Go Mainstream (Wired)
Software update shoves ads onto Samsung’s pricey fridges (ArsTechnica)
Weekend Longreads Suggestions:
Since Leaving Washington, Elon Musk Has Been All In on His A.I. Company (NYTimes)
OpenAI Raids Apple for Hardware Talent, Manufacturing Partners (The Information)
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Nvidia And Intel Get Together
18 september 2025 · 19 min
Has Intel found the big customer for its Foundry that it needs to survive? The big tie up with Nvidia announced this morning. All the announces from Meta’s event last night. Smartglasses and maybe the Metaverse is still a thing. And AI pattern matching might work as well for health prediction as it has proven to do with weather forecasting. Lees meer
Nvidia and Intel announce jointly developed 'Intel x86 RTX SOCs' for PCs with Nvidia graphics, also custom Nvidia data center x86 processors — Nvidia buys $5 billion in Intel stock in seismic deal (Tom's Hardware)
Hands-on: Meta Ray-Ban Display Glasses & Neural Band Offer a Glimpse of Future AR Glasses (Road to VR)
Meta is bringing an all-in-one movie and TV streaming hub to Quest headsets (The Verge)
New AI model predicts susceptibility to over 1,000 diseases (FT)
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Nvidia In Trouble In China Again
17 september 2025 · 21 min
The framework of a TikTok deal is finally coming together. Nvidia suffers another major setback in China. Bunch of new AI stuff from YouTube. A coming MacBook with a touchscreen. And a roundup of the reviews of the iPhone Air. Lees meer
U.S. Investors, Trump Close In on TikTok Deal With China (WSJ)
China bans tech companies from buying Nvidia’s AI chips (FT)
YouTube to use AI to help podcasters promote themselves with clips and Shorts (TechCrunch)
YouTube announces new generative AI tools for Shorts creators (TechCrunch)
Kuo: OLED MacBook Pro to Feature Touch Screen Display (MacRumors)
AI Chip Startup Groq Raises $750 Million at $6.9 Billion Valuation (Bloomberg)
Apple iPhone Air review: statement piece (The Verge)
Listener survey link: https://www.theverge.com/tech/779588/apple-iphone-air-review-battery-camera
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Meta Smartglasses Leak
16 september 2025 · 21 min
Looks like we’re going to be getting new Meta smartglasses later this week. OpenAI wants to up its AI for coding game. Is the whole TikTok saga finally coming to a conclusion? Almost half a billion people use Spotify for free? And how to use the best feature of the new iOS. Lees meer
'Meta Ray-Ban Display' Glasses Design & HUD Clips Leak Ahead Of Connect (Upload)
OpenAI upgrades Codex with a new version of GPT-5 (TechCrunch)
Beijing says TikTok’s US app will use Chinese algorithm (Financial Times)
Spotify will now let free users pick and play tracks (TechCrunch)
iOS 26 Review: A New Look I'll Be Happy With for the Next 12 Years (CNet)
Podcast Listener Survey: https://www.morningbrewbreakroom.com/c/r/Tech-Brew-Ride-Home
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Gemini’s Suddenly The #1 App In All The Land
15 september 2025 · 21 min
Nano Banana is such a hit that Gemini is suddenly ahead of ChatGPT, at least if we’re measuring by the app store. Lots of interesting new data about how people are actually using AI. A new accelerator program from OpenAI itself, and is the AI boom like the dawn of the microprocessor or more like the dawn of containerization? Lees meer
Google Gemini is the top free iPhone app (9to5Google)
Here’s what the data says people ask ChatGPT (Washington Post)
Anthropic Finds Businesses Are Mainly Using AI to Automate Work (Bloomberg)
China Targets Nvidia Over 2020 Deal, Straining Trade Talks (Bloomberg)
PayPal Links lets you send and receive money much faster now - even crypto (ZDNet)
OpenAI announces new mentorship program for budding tech founders (CNBC)
AI Will Not Make You Rich (Colossus)
Listener Survey: https://www.morningbrewbreakroom.com/c/r/Tech-Brew-Ride-Home
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(BNS) John Borthwick Of Betaworks
13 september 2025 · 1 uur 1 min
John Borthwick on Betaworks shares his journey from a tech-savvy youth to a prominent figure in the New York City tech scene. He discusses his early experiences with computers, the transformative impact of the World Wide Web, and the vibrant tech culture of the 90s. Borthwick reflects on his role in creating Total New York, the lessons learned from the AOL acquisition, and the challenges faced during the dot-com bubble burst. He also highlights the rise of social media platforms like Photolog and the evolution of BetaWorks as a hub for innovation, particularly in the AI space. Throughout the discussion, Borthwick emphasizes the importance of creativity, constraints, and the ever-changing landscape of technology. Lees meer
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OpenAI And Microsoft Make Up And Make Nice?
12 september 2025 · 21 min
OpenAI and Microsoft say they have ironed out their differences… tentatively. Not officially. I’ll explain why that is interesting. With new FDA clearance for the Apple watch are millions of people about to discover they have hypertension? What if AI is less corrupt than humans? And, of course, the Weekend Longreads Suggestions. Lees meer
OpenAI and Microsoft reach tentative deal to revise partnership (Axios)
OpenAI Takes Big Steps Toward Its Long-Planned Reorganization (NYTimes)
OpenAI & Microsoft Agree to Agree, Tentatively (Spyglass)
Apple Watch hypertension alerts feature receives FDA clearance (9to5Mac)
Albania appoints AI bot as minister to tackle corruption (Reuters)
Weekend Longreads Suggestions:
Why is AI struggling to discover new drugs? (Financial Times)
Online travel platforms prepare for rise of artificial intelligence ‘agents’ (Financial Times)
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Oh THAT $300B Contract With OpenAI…
11 september 2025 · 22 min
Well we now know one of the big contracts that sent Oracle shares flying. OpenAI of course. We have another IPO pop. YouTube videos now have multilanguage dubbing. Is it risky to bet on just one version of AI? And a deep dive analysis of how Oracle got AI religion. Lees meer
Oracle, OpenAI Sign $300 Billion Cloud Deal (WSJ)
Klarna Climbs 15% in Trading Debut After $1.37 Billion IPO (Bloomberg)
Microsoft's first preview of Visual Studio 2026: Deeper AI and a design refresh (The Register)
YouTube’s multi-language audio feature for dubbing videos rolls out to all creators (TechCrunch)
AI’s $344 Billion ‘Language Model’ Bet Looks Fragile (Bloomberg)
How Oracle’s Larry Ellison rode the AI ‘tsunami’ (Financial Times)
Paris 1944: Occupation, Resistance, Liberation: A Social History
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Is Oracle The New Nvidia?
10 september 2025 · 20 min
Larry Ellison becomes the richest person in all the land! Is Oracle the new Nvidia? Spotify finally delivers on lossless audio. Robinhood is going to roll out true social trading. Quantum computing continues to be hot. And the startup that’s taking my AI podcast experiment to the next, logical level. Lees meer
Oracle Is the New Nvidia, for Better or Worse (WSJ)
Spotify adds lossless streaming after 8 years of teasing (The Verge)
Apple says the iPhone 17 comes with a massive security upgrade (The Verge)
Robinhood, a Broker Built for Social-Media Age, to Launch Its Own Social Network (WSJ)
Quantum computing company raises a record $1bn (FT)
5,000 Podcasts. 3,000 Episodes a Week. $1 Cost Per Episode — Behind an AI Start Up’s Plan (The Hollywood Reporter)
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The iPhone Air
9 september 2025 · 23 min
All the headlines from the iPhone event earlier today, including the new iPhone Air. The judge isn’t happy with Anthropic’s $1.5 B payday to authors. OpenAI isn’t happy with California and might leave. And despite what it’s said publicly, Google recently argued in court that the post-AI web is already dying. Lees meer
Links:
Apple announces iPhone Air: the thinnest iPhone ever (9to5Mac)
Apple’s iPhone 17 Pro has the biggest battery of any iPhone (The Verge)
Anthropic Judge Blasts $1.5 Billion AI Copyright Settlement (2) (Bloomberg Law)
Xbox is coming to cars thanks to an LG and Microsoft partnership (The Verge)
OpenAI Executives Rattled by Campaigns to Derail For-Profit Restructuring (WSJ)
Microsoft mandates a return to office (The Verge)
New Google Court Doc: Open Web Is In Rapid Decline (Search Engine Roundtable)
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Does Anthropic Owe Me $3000?
8 september 2025 · 25 min
Anthropic has agreed to pay $1.5 billion dollars to authors of books that might have trained their AI. Would my book qualify for some of that money? Also, why this is interesting in general. OpenAI is making a movie. Tokenizing the stock market. Three interesting raises, and at the end of the show, let me tell you about my weekend experiment with AI. Lees meer
Links:
Anthropic Reaches $1.5 Billion Author Copyright Settlement (Bloomberg)
OpenAI Backs AI-Made Animated Feature Film (WSJ)
Nasdaq makes push to launch trading of tokenized securities (Reuters)
Mistral Set for $14 Billion Valuation With New Funding Round (Bloomberg)
Databricks Crosses $4 Billion in Annual Revenue Rate (WSJ)
ElevenLabs to Let Staff Sell Shares at $6.6 Billion Valuation (Bloomberg)
AI Generated 'Boring History' Videos Are Flooding YouTube and Drowning Out Real History (404Media)
My AI Experiment: The History of Amazon
My AI Expeirment: The History of Google
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(BNS) Tech:NYC CEO Julie Samuels
6 september 2025 · 56 min
Julie Samuels shares her journey from a journalism major to a prominent figure in the tech advocacy space, detailing her experiences at NCSA, her work with EFF, and her role in founding Tech NYC. She discusses the evolution of the internet, the cultural differences between Silicon Valley and New York City, and the importance of community engagement in shaping the future of technology. Julie emphasizes the need for tech companies to be involved in civic issues and how Tech NYC aims to support and represent the tech industry in New York. Lees meer
00:00 Introduction and Early Internet Experiences
02:11 Career Beginnings at NCSA
05:08 Transitioning to Journalism and Early Online News
08:00 The Shift in Journalism and the Dot Com Bubble
10:53 The Evolving New York Tech Scene
13:54 Joining EFF and First Amendment Advocacy
16:55 Mainstreaming of Internet Issues
19:53 Reflections on the Impact of Technology
21:05 The Optimism of the Tech Boom
24:19 Contrasting Silicon Valley and New York Tech
32:25 The Birth of Tech NYC
42:34 Tech NYC's Role in Today's Landscape
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Now OpenAI Wants To Find You A Job
5 september 2025 · 23 min
From the, this wasn’t on my bingo card file, OpenAI has launched a sort of job board? Why Broadcom might become Nvidia’s big rival. Is AI image generation about to have its Napster moment? And in the Longread Suggestions, a deep-dive state of the job market in tech. Lees meer
00:00 Intro
00:33 OpenAI Job Search
04:22 Broadcom Competes With Nvidia?
07:41 AI Image Napster Moment?
11:30 Nividia's "Self Dealing"?
15:35 Longreads
Links:
OpenAI Plans Jobs Platform, Certification Program for AI Roles (Bloomberg)
OpenAI set to start mass production of its own AI chips with Broadcom (FT)
Warner Bros. Discovery Sues AI Giant Midjourney for Copyright Infringement In Major Legal Battle (The Hollywood Reporter)
Nvidia to Pay $1.5 Billion to Rent Back Its Own Chips From Cloud Startup (The Information)
Weekend Longreads Suggestions:
State of the software engineering job market in 2025 (The Pragmatic Engineer)
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Never Got Flying Cars, But We Do Have An Instagram iPad App, Finally
4 september 2025 · 20 min
Mark Gurman lays out how Apple intends to jump into AI search as soon as this Spring. You’ll never guess who’s one of the biggest players in quantum computing. The Browser Company gets a soft landing, and after a decade and a half of waiting, we finally have the iPad app for Instagram you say you always wanted. Lees meer
Links:
Apple Plans AI-Powered Web Search Tool for Siri to Rival OpenAI, Perplexity (Bloomberg)
Nvidia’s Venture Arm Invests in Honeywell’s Quantinuum (Bloomberg)
Atlassian agrees to acquire The Browser Co. for $610 million (CNBC)
Roblox expands use of age-estimation tech and introduces standardized ratings (TechCrunch)
New AI model turns photos into explorable 3D worlds, with caveats (ArsTechnica)
Instagram is coming to iPad, 15 years later (The Verge)
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The Takeaways From The Google Antitrust Remedies
3 september 2025 · 23 min
Google whistles past the graveyard with the remedy ruling on its antitrust case. OpenAI makes a big acquisition. Anthropic has a big new raise and a huge new valuation to boot. And why are AI companies finding it so hard to engineer safe interactions with Chatbots? Lees meer
Links:
Google stock jumps 8% after search giant avoids worst-case penalties in antitrust case (CNBC)
Google, Apple, and Mozilla Win in the Antitrust Case Google Lost (Spyglass)
Google’s Big Win Is Even Bigger for Apple (WSJ)
OpenAI starts building out its app team (The Verge)
Anthropic’s $13bn Series F raise sees it triple in value to $183bn (SiliconRepublic)
Acer Veriton GN100 is a mini AI workstation (VideoCardz)
The problem of AI chatbots discussing suicide with teenagers (Financial Times)
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Trump’s Big Crypto Debut
2 september 2025 · 20 min
The Trump family’s big new crypto coin makes its debut. OpenAI outlines new safety guardrails. Dolby announces its biggest new TV tech in years. Say hello to Dolby Vision 2. Fintech seems to be back. And as the price per token for AI models has fallen, why are costs for developers rising? Lees meer
Links:
Trump family’s World Liberty Financial token falls in trading debut (FT)
Parental controls are coming to ChatGPT ‘within the next month,’ OpenAI says (CNNBusiness)
Dolby Vision 2 goes beyond HDR with more AI and ‘authentic motion’ smoothing (The Verge)
UK fintechs explore buying US banks to speed up push for licences (FT)
Cutting-Edge AI Was Supposed to Get Cheaper. It’s More Expensive Than Ever. (WSJ)
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(BNS) The Bradley Tusk Interview
1 september 2025 · 52 min
In this conversation, Bradley Tusk discusses his unique career at the intersection of politics and technology. He shares insights from his early experiences in New York City politics, his time working with Senator Schumer, and his role as Deputy Governor of Illinois. Tusk reflects on the Bloomberg campaign during the financial crisis and how he merged political strategies with business through Tusk Strategies. He highlights the regulatory challenges faced by Uber and the importance of understanding the political landscape for startups. Tusk also addresses the future of AI and the necessity of regulation to protect society while fostering innovation. Lees meer
00:00 The Intersection of Tech and Politics
05:58 The Rise of Tech in New York City
12:08 Governance and the Role of a Deputy Governor
18:03 Tusk Strategies: Merging Politics with Tech
23:55 Navigating Regulatory Challenges in Startups
33:52 The Need for AI Regulation
40:06 Addressing the Challenges of Gambling Regulations
Bradley Tusk identifies as a political junkie rather than a tech junkie.
His early career choices were influenced by his experiences in politics and writing.
Working under Henry Stern provided Tusk with a deep understanding of municipal politics.
Tusk learned the importance of media and messaging while working for Senator Schumer.
His role as Deputy Governor of Illinois involved managing a significant budget deficit.
The Bloomberg campaign was marked by innovative use of technology and media.
Tusk's strategies for Uber involved mobilizing customers to advocate for the service.
He emphasizes the need for startups to recognize regulatory challenges early on.
Tusk believes in the necessity of regulating AI to prevent societal harm.
He advocates for a taxation structure to redistribute wealth generated by AI.
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China Might Not Need US Chips For Long
29 augustus 2025 · 22 min
China continues to show signs that it might not need American AI chips much longer. A weird story about that big recent Tesla trial ruling. Look, AI being too much of a sycophant is clearly becoming a big problem. And, of course, the Weekend Longreads Suggestions. Lees meer
Links:
Alibaba Creates AI Chip to Help China Fill Nvidia Void (WSJ)
Tesla said it didn’t have key data in a fatal crash. Then a hacker found it. (Washington Post)
Intel gets $5.7 billion from Trump deal as White House says details are ‘being ironed out’ (CNBC)
Zuckerberg’s AI hires disrupt Meta with swift exits and threats to leave (Financial Times)
A Troubled Man, His Chatbot and a Murder-Suicide in Old Greenwich (WSJ)
Weekend Longreads Suggestions
AI Is Eliminating Jobs for Younger Workers (Wired)
This Visiting Interstellar Comet Just Keeps Getting Weirder (Gizmodo)
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Nvidia Earnings And Nano Banana
28 augustus 2025 · 21 min
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. Lees meer
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)
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The First Wrongful Death Lawsuit Against OpenAI
27 augustus 2025 · 20 min
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. Lees meer
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
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xAI Sues Apple And OpenAI
26 augustus 2025 · 19 min
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. Lees meer
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)
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Uncle Sam’s Intel Stake
25 augustus 2025 · 19 min
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. Lees meer
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)
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Has China Shut The Door On Nvidia?
22 augustus 2025 · 20 min
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. Lees meer
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
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Now Meta Has Frozen AI Hiring
21 augustus 2025 · 22 min
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. Lees meer
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)
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The Pixel 10 Smartphone Unveiling
20 augustus 2025 · 22 min
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. Lees meer
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)
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Chamath Is Back In The Arena
19 augustus 2025 · 21 min
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? Lees meer
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)
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Meta’s Smart Headware Push
18 augustus 2025 · 23 min
Meta is readying smartglasses with a display, but also, a look at their theoretical and prototype roadmap for the future of headware hardware generally. Is all the money in the world not actually going to get Zuck what he wants in AI? And is the acquihire in all but name trend of recent months breaking Silicon Valley’s fundamental business model? Lees meer
Links:
Apple’s Vision Pro Is Suffering From a Lack of Immersive Video (Bloomberg)
Meta Tiramisu "Hyperrealistic VR" Hands-On: A Stunning Window Into Another World (UploadVR)
Meta Boba 3 Prototype Hands-On: Ultra-Wide Field Of View Without Compromise (UploadVR)
Startup down rounds are at a 10 year high, according to PitchBook data (Fortune)
Meta Plans Fourth Restructuring of AI Efforts in Six Months (The Information)
Zuckerberg Squandered His AI Talent. Now He’s Spending Billions To Replace It. (Forbes)
Big Tech Is Eating Itself in Talent War (WSJ)
Enough is enough—I dumped Google’s worsening search for Kagi (ArsTechnica)
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AI Business Bigger Than The Smartphone Business?
15 augustus 2025 · 18 min
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. Lees meer
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)
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Thu. 08/14 – An Apple Pixar Lamp?
14 augustus 2025 · 17 min
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. Lees meer
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)
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Wed. 08/13 – Perplexity Wants To Acquire Chrome
14 augustus 2025 · 20 min
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? Lees meer
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)
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Tue. 08/12 – Elon To Sue Apple To Get At Sam?
12 augustus 2025 · 18 min
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? Lees meer
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)
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Mon. 08/11 – Nvidia To Pay The Government To Sell In China
11 augustus 2025 · 20 min
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. Lees meer
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)
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(BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky
9 augustus 2025 · 41 min
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. Lees meer
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 InvestmentsArticles mentioned on this episode:
Paul Kedrosky: Honey AI Capex Ate The Economy
Chris Mims in the WSJ
Noah Smith
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Fri. 08/08 – GPT-5 Fallout
8 augustus 2025 · 21 min
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. Lees meer
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)
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Thu. 07/08 – GPT-5 Released
7 augustus 2025 · 22 min
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. Lees meer
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)
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Wed. 08/06 – OpenAI’s Open-Weight Models
6 augustus 2025 · 21 min
Disney is making big streaming moves with the new ESPN app and a revamp to Hulu. Then, it’s all basically AI announces. OpenAI’s new open-weight models. Grok’s new spiciness is already generating nudity. A new AI model to identify malicious software autonomously. And Nvidia wants you to know: no back-doors! Lees meer
Links:
ESPN flagship streaming service to launch Aug. 21 (CNBC)
Hulu App to Be Phased Out as Disney Is ‘Fully Integrating’ Service Into Disney+ (Variety)
OpenAI Just Released Its First Open-Weight Models Since GPT-2 (Wired)
Anthropic's powerful Opus 4.1 model is here - how to access it (and why you'll want to) (ZDNet)
Qwen-Image is a powerful, open source new AI image generator with support for embedded text in English & Chinese (VentureBeat)
Grok’s ‘spicy’ video setting instantly made me Taylor Swift nude deepfakes (The Verge)
Microsoft’s new AI reverse-engineers malware autonomously, marking a shift in cybersecurity (GeekWire)
Nvidia defiant over backdoors and kill switches in GPUs as U.S. mulls tracking requirements — calls them 'permanent flaws' that are 'a gift to hackers' (Tom's Hardware)
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Tue 08/05 – Spygate At TSMC?
5 augustus 2025 · 21 min
TSMC has fired employees for allegedly attempting to pilfer information on their 2nm tech. Figma could have raised more money in its IPO but chose not to. Creating entire video game worlds with just a text prompt. And exactly how big Patreon has grown in the creator economy. Lees meer
00:32 TSMC Spygate
02:50 Cloudflare V. Perplexity
04:52 Figma Followup
07:35 Music AI
09:53 New Google Models
14:58 Patreon Numbers
Links:
TSMC says employees tried to steal trade secrets on iPhone 18 chip process (9to5Mac)
Cloudflare says Perplexity’s AI bots are ‘stealth crawling’ blocked sites (The Verge)
Figma’s Pursuit of Long-Term Backers Kept IPO Price in Check (Bloomberg)
Voice Startup ElevenLabs Launches AI Music Service (WSJ)
Google’s new AI model creates video game worlds in real time (The Verge)
Google’s Kaggle to host AI chess tournament to evaluate leading AI models’ reasoning skills (Silicon Angle)
Exclusive: Patreon crosses $10 billion creator payment milestone (Axios)
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Mon. 08/04 – The AI Researcher Who Turned Down $1.5 Billion From Zuck
4 augustus 2025 · 21 min
Robotaxies are coming to Europe. Apple wants Answers. Literally. The AI researcher who turned down a billion and a half dollars. How the vibe seems to have definitively shifted in Silicon Valley. And will rollable laptop screens become mainstream? Lees meer
00:33 Robotaxis In Europe
02:12 Apple Wants Answers
03:57 Lina Khan
05:54 Billion Dollar Turn-Down
07:54 AI Trading Bots
10:25 The Silicon Valley Boom Is Back
14:23 A Rollable Laptop
Links:
Lyft Partners With Baidu on Robotaxis in European Expansion (Bloomberg)
Apple’s New ‘Answers’ Team Eyes ChatGPT-Like Product in AI Push (Bloomberg)
Lina Khan points to Figma IPO as vindication of M&A scrutiny (TechCrunch)
Thanks for Your $1 Billion Job Offer, Mark Zuckerberg. I’m Gonna Pass. (WSJ)
‘Dumb’ AI Bots Collude to Rig Markets, Wharton Research Finds (Bloomberg)
Silicon Valley Is in Its ‘Hard Tech’ Era (NYTimes)
Lenovo’s rollable laptop is the coolest computer I’ve used all year (The Verge)
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Fri. 08/01 – Tech IPO’s Are Back On The Menu, Boys…
1 augustus 2025 · 23 min
Well, it looks like Tech IPO’s might be back on the menu because Figma’s first day pop was like the good old days. Anthropic seems to be getting traction, OpenAI raises again. Earnings from Apple and Amazon, and of course, the Weekend Longreads Suggestions. Lees meer
Chapters:
00:33 Figma IPO
04:57 Anthropic And Open AI Numbers
08:45 New Deep Think Model
11:08 Tech Earnings Omnibus
14:35 Longreads
Links:
Figma more than triples in NYSE debut after selling shares at $33 (CNBC)
Anthropic Revenue Pace Nears $5 Billion in Run-Up to Mega Round (The Information)
Exclusive: OpenAI Secures Another Giant Funding Deal (NYTimes)
Google rolls out Gemini Deep Think AI, a reasoning model that tests multiple ideas in parallel (TechCrunch)
Reddit wants to be a search engine now (The Verge)
Weekend Longreads Suggestions:
The first commercial space station is nearly here. And it could change space forever (BBC Science Focus)
A Deadly Fungus Killed 10 Scientists Working in a Tomb. It Could Be a Breakthrough in Curing Cancer. (Popular Mechanics)
What happens once we spot the asteroid that will hit Earth? (FT)
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Thu. 07/31 – Microsoft Joins The $4 Trillion Club
31 juli 2025 · 22 min
Microsoft and Meta earnings suggest AI is paying off so far, at least for the big guys. Has OpenAI’s revenues tripled so far in 2025? Devs are using AI more than ever, but that doesn’t mean they trust it. And at the end of the show, as promised, the huge podcast announcement. Lees meer
Links:
Microsoft officially tops $4 trillion in market cap, joining Nvidia in exclusive club (CNBC)
Investors Cheer an A.I. Spending Bonanza (NYTimes)
Meta shares climb 10% on revenue beat, raised forecast (CNBC)
Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful (Bloomberg)
OpenAI Hits $12 Billion in Annualized Revenue, Breaks 700 Million ChatGPT Weekly Active Users (The Information)
Stack Overflow data reveals the hidden productivity tax of ‘almost right’ AI code (VentureBeat)
Google DeepMind says its new AI can map the entire planet with unprecedented accuracy (VentureBeat)
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Wed. 07/30 – The Real Money In AI Video Is In Robotics?
30 juli 2025 · 21 min
Age verification for web users is sweeping the globe. ChatGPT debuts a study mode for students. What, exactly is Zuckerberg trying to achieve by hiring everyone in AI? Maybe Cohere is the real dark horse in the AI model race. And what if the real money in AI video is in training robots? Lees meer
Links:
YouTube rolls out age-estimation tech to identify US teens and apply additional protections (TechCrunch)
ChatGPT’s Study Mode Is Here. It Won’t Fix Education’s AI Problems (Wired)
Apple Loses Fourth AI Researcher in a Month to Meta’s Superintelligence Team (Bloomberg)
Meta’s AI Recruiting Campaign Finds a New Target (Wired)
AI Startup Cohere Projects $200 Million Revenue Pace as New Funding Nears (The Information)
Runway, Luma Target Sales to Robotics Companies (The Information)
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Tue. 07/29 – Do You Need To Cut Back On Your AI Usage?
29 juli 2025 · 17 min
Sony says Tencent has ripped off one of their biggest games. Microsoft wants to get ahead of the whole AI browser thing. Are rate limits coming for AI usage as some people are using AI too much? Waymo is coming to Dallas. And further proof of my thesis that smartglasses are the next big thing in tech hardware.
Links: Lees meerSony sues Tencent for allegedly ripping off 'Horizon' video games (Reuters)
Microsoft revolutionizes Edge as an AI-powered web browser with new experimental 'Copilot Mode' — here's how to enable it right now (Windows Central)
Anthropic unveils new rate limits to curb Claude Code power users (TechCrunch)
A Second Tea Breach Reveals Users’ DMs About Abortions and Cheating (404Media)
Waymo, Avis Plan Dallas Robotaxi Launch in Multiyear Deal (Bloomberg)
Ray-Ban Meta smart glasses revenue tripled over the year, EssilorLuxottica says (CNBC)
Oakley Meta glasses review: A familiar formula with some upgrades (Engadget)
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Mon. 07/28 – Tea Has Been Spilt
28 juli 2025 · 18 min
Samsung’s foundry business gets a shot in the arm from Tesla. Zuck’s hiring spree nabs a Chat GPT creator. Anthropic is raising and leveling up in a big way. And no sooner did the hot new dating app Tea get hot, then it got hacked. Tea was spilt, if you will.
Links: Lees meerSamsung to Make Tesla AI Chips in Multiyear Texas Deal (Bloomberg)
Donald Trump freezes export controls to secure trade deal with China (FT)
Meta names Shengjia Zhao as chief scientist of AI superintelligence unit (TechCrunch)
PayPal to Roll Out ‘Pay With Crypto’ Feature for Merchants (Bloomberg)
AI start-up Anthropic open to Mideast funds in talks to double valuation to over $150bn (FT)
Women are anonymously spilling tea about men in their cities on viral app (NBCNews)
Hackers leak 13,000 user photos and IDs from the Tea app, designed as a women's safe space (NBCNews)
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Fri. 07/25 – GPT-5 In Two Weeks?
25 juli 2025 · 18 min
Could Intel exit the high-end chip game entirely? Why are public companies loading up on crypto? GPT-5 is probably coming in a matter of weeks. What if it’s actually AI jobpocalypse… not now? And in the Longreads, the best explainer of those GLP-1 drugs I’ve read so far.
Links: Lees meerIntel beats on revenue, slashes foundry investments as CEO says ‘no more blank checks’ (CNBC)
Google is testing a vibe-coding app called Opal (TechCrunch)
Companies load up on niche crypto tokens to boost share prices (Financial Times)
OpenAI prepares to launch GPT-5 in August (The Verge)
Is AI killing graduate jobs? (FT)
Weekend Longreads Suggestions:
First Look: macOS Tahoe Public Beta (SixColors)
If GLP-1 Drugs Are Good For Everything, Should We All Be on Them? (Derek Thompson)
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Thu. 07/24 – The US AI Action Plan
24 juli 2025 · 17 min
The White House has rolled out its big AI Action Plan. Google reported earnings but really wanted you to know about consumer adoption of its AI. A new Kindle Colorsoft. TMobile’s Starlink service is available to anyone, and the Switch 2 is now the fastest selling console in history.
Links: Lees meerTrump Signs AI Orders, Vows US Will Win Race Over New Technology (Bloomberg)
Donald Trump blocks AI groups with ‘ideological bias’ from government work (FT)
Google’s AI Overviews have 2B monthly users, AI Mode 100M in the US and India (TechCrunch)
Google Photos adding free photo-to-video, Remix, and Create tab (9to5Google)
Amazon is launching a cheaper color Kindle (The Verge)
Starlink-powered ‘T-Satellite’ service is now live on T-Mobile (The Verge)
The Nintendo Switch 2 Is the Fastest-Selling Gaming Hardware in U.S. History (IGN)
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Wed. 07/28 – Don’t Sleep On That SharePoint Exploit
23 juli 2025 · 18 min
Don’t sleep on that SharePoint exploit from earlier this week as it seems to have led to a ton of still active breaches. Apple has a new insurance plan for you. Elon wants even more money for xAI. The Chinese are still churning ahead with their AI models. And three different stories about AI and privacy.
Links: Lees meerMicrosoft links Sharepoint ToolShell attacks to Chinese hackers (BleepingComputer)
Apple Launches $20-a-Month AppleCare One Plan Covering Up to Three Devices (Bloomberg)
Musk Allies to Raise Up to $12 Billion for xAI Chips as Startup Burns Through Cash (WSJ)
Qwen3-Coder: Agentic Coding in the World (Simon Willison)
Alibaba’s new open source Qwen3-235B-A22B-2507 beats Kimi-2 and offers low compute version (VentureBeat)
Amazon buys Bee AI wearable that listens to everything you say (The Verge)
Proton is launching a privacy-focused AI chatbot (The Verge)
OpenAI CEO Sam Altman warns of an AI ‘fraud crisis’ (CNN)
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Tue. 07/22 – Is Masa Son Being Left Behind In AI Again?
22 juli 2025 · 17 min
Well, just like that, AI’s winning the Math Olympiad is commonplace. Is Stargate struggling to get off the ground, or is Sam Altman just going to do Stargate on his own without Masa Son? The AI company who’s stated mission was to do AI ethically explains why it needs to get its hands dirty. And even if AI isn’t making scientific breakthroughs yet, there are early signs it is shaking things up nonetheless.
Links: Lees meerOpenAI and Google outdo the mathletes, but not each other (TechCrunch)
SoftBank and OpenAI’s $500 Billion AI Project Struggles to Get Off Ground (WSJ)
Oracle to Supply OpenAI With 2 Million AI Chips for Data Centers (Bloomberg)
Leaked Memo: Anthropic CEO Says the Company Will Pursue Gulf State Investments After All (Wired)
AI Comes Up with Bizarre Physics Experiments. But They Work. (Quanta Magazine)
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Mon. 07/21 – Massive SharePoint Zero-Day
21 juli 2025 · 19 min
Serious zero-day has been uncovered that is affecting everybody all around the world. There is a patch tho. Mark Gurman dishes on the foldable iPhone. TSMC joins the Trillion-Dollar-Club. If you’re an expert in a given field you too can join the AI goldrush. And did we just take a big step toward AGI, or is this just the latest in the hype-cycle?
Sponsors:
AGNTCY.ORG Lees meerLinks:
Hackers Exploit Microsoft SharePoint as Firm Works to Patch (Bloomberg)
The First Foldable iPhone Will Arrive Next Year in Un-Apple-Like Fashion (Bloomberg)
Nvidia's CUDA platform now supports RISC-V — support brings open source instruction set to AI platforms, joining x86 and Arm (Tom's Hardware)
TSMC’s Taiwan Stock Value Surpasses $1 Trillion Amid AI Frenzy (Bloomberg)
AI groups spend to replace low-cost ‘data labellers’ with high-paid experts (FT)
OpenAI's experimental model achieved gold at the International Math Olympiad (Engadget)
OpenAI's gold medal performance on the International Math Olympiad. (Simon Willison's Weblog)
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(BNS) Leap Labs
19 juli 2025 · 43 min
To find out more about Leap Labs go to Leap-Labs.com
The white paper is here.
Blog is here (with case studies).
To get in touch with them: hello@leap-labs.com -
Fri. 07/18 – ChatGPT Agent
18 juli 2025 · 20 min
OpenAI has a new agent that can control your entire computer. You might soon be able to put crypto in your 401k. Why is Apple suing a prominent YouTuber? And in the Weekend Longreads, the one article that has done the most to radicalize me, as an investor, in a long, long time.
Links: Lees meerOpenAI’s new ChatGPT Agent can control an entire computer and do tasks for you (The Verge)
OpenAI ChatGPT Agent announcement LIVE — all the big news from today's livestream (Tom's Guide)
Netflix says it’s streamed 95 billion hours in 2025, and a lot of ads too (The Verge)
Donald Trump set to open US retirement market to crypto investments (Financial Times)
AI start-up Perplexity’s valuation tops $18bn months after latest funding round (Financial Times)
Apple Sues Jon Prosser Over iOS 26 Leaks (Macrumors)
Weekend Longreads Suggestions:
4.6 Billion Years On, the Sun Is Having a Moment (The New Yorker)