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  1. Thu. 07/17 – AI Pricing

    17 juli 2025 · 21 min

    Afspelen
    TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Microsoft is struggling to sell its own branded AI. And how AI might be about to change how we pay for everything… forever.
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    TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes (Bloomberg)

    US House agrees to consider crypto legislation in big win for the digital asset industry (Reuters)

    Investors Float Deal Valuing Anthropic at More Than $100 Billion (The Information)

    Microsoft's Copilot Is Getting Lapped by 900 Million ChatGPT Downloads (Bloomberg)

    Delta moves toward eliminating set prices in favor of AI that determines how much you personally will pay for a ticket (Fortune)

  2. Wed. 07/16 – Jensen Gets Bullish

    16 juli 2025 · 18 min

    Afspelen
    Jensen is feeling his oats after the reprieve on China, spilling lots of tea about where he see the AI industry. OpenAI is going after the office and also the storefront, with interesting new integrations. Why is it so hard to create LLM’s in other languages? And a first person account of what its like to work at OpenAI, the culture, the pressure, etc.
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    Nvidia Boss Expects US to Move Fast on First H20 China Licenses (Bloomberg)

    OpenAI Preps ChatGPT Agents in Challenge to Microsoft Excel and PowerPoint (The Information)

    OpenAI to take cut of ChatGPT shopping sales in hunt for revenues (Financial Times)

    Fed up with ChatGPT, Latin America is building its own (Rest Of World)

    Reflections on OpenAI (Calvin French-Owen)

    Raiders, Rulers, and Traders: The Horse and the Rise of Empires

  3. Tue. 07/15 – Nvidia Back In Business In China?

    15 juli 2025 · 17 min

    Afspelen
    Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next?
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    Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg)

    Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg)

    Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg)

    Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes)

    Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes)

    China’s AI glasses market takes shape as Xiaomi’s entry inspires early adopters (SCMP)

  4. Mon. 07/14 – Google Snatches Windsurf From OpenAI

    14 juli 2025 · 18 min

    Afspelen
    Google snatched the Windsurf acquisition out from under OpenAI in a big new acquihire. SpaceX is investing in xAI. ChromeOS and Android to merge, but for real this time? Was there a new sort of DeepSeek moment over the weekend? And example number 74 of how YouTube is now the king of video entertainment.
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    Google to Pay $2.4 Billion for Windsurf Staff, IP After Startup Ends OpenAI Talks (The Information)

    Google Is Said to Pay $2.4 Billion for Windsurf Assets, Talent (Bloomberg)

    An OpenAI Acquisition Turns Into a Google 'Hackqusition'... (Spyglass)

    Elon Musk’s xAI seeks up to $200bn valuation in next fundraising (Financial Times)

    SpaceX to Invest $2 Billion Into Elon Musk’s xAI (WSJ)

    Google exec: ‘We’re going to be combining ChromeOS and Android’ (The Verge)

    'I think you see the future first on Android' – Google's Android leader Sameer Samat (TechRadar)

    Moonshot AI’s Kimi K2 outperforms GPT-4 in key benchmarks — and it’s free (VentureBeat)

    Eight Things We’ve Learned About Hollywood This Year (Bloomberg)

    The Streaming Wars Come Down to 2: YouTube vs. Netflix (NYTimes)

  5. Mega Omnibus Episode

    12 juli 2025 · 2 uur 9 min

    Afspelen

    Mega Omnibus Episode

  6. Fri. 07/11 – Grok: Let Me See What Elon Thinks

    11 juli 2025 · 19 min

    Afspelen
    So, it sure looks like Grok tries to align some of its answers with the views of its maker, Elon Musk, but the question is why… Does AI have to align with political views more generally? New, tangible data suggests you actually might NOT be coding faster due to AI. It might just be in your head. And, of course, the Weekend Longreads Suggestions.
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    Grok: searching X for “from:elonmusk (Israel OR Palestine OR Hamas OR Gaza)” (Simon Willison's Blog)

    Grok 4 seems to consult Elon Musk to answer controversial questions (TechCrunch)

    A Republican state attorney general is formally investigating why AI chatbots don’t like Donald Trump (The Verge)

    Study: Apple’s newest AI model flags health conditions with up to 92% accuracy (9to5Mac)

    Not So Fast: AI Coding Tools Can Actually Reduce Productivity (Second Thoughts)

    Weekend Longreads Suggestions:

    The Grand Unified Theory of Rogue Waves (Quanta Magazine)

    This Breakthrough Sponge Could Change How the World Gets Clean Water (SciTechDaily)

  7. Thu. 07/10 – Grok 4

    10 juli 2025 · 17 min

    Afspelen
    Grok 4 is out, plus Grok 4 Voice, Grok 4 Code, a bunch more. Ok we know Zuck wants to catch up on AI, but an insider explains why they think Meta fell behind in the first place. Are AI web browsers the next battlefield in the AI wars. And if your electricity bill goes up substantially, you’ll never guess what you can blame.
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    Grok 4 is live — here’s what makes it Elon Musk’s most advanced AI yet (Tom's Guide)

    Meta Poached Apple’s Pang With Pay Package Over $200 Million (Bloomberg)

    Zuckerberg’s $100 Million AI Job Offers Are Paying Off (Bloomberg)

    Exclusive: OpenAI to release web browser in challenge to Google Chrome (Reuters)

    Microsoft Touts $500 Million AI Savings While Slashing Jobs (Bloomberg)

    America's largest power grid is struggling to meet demand from AI (Reuters)

  8. Wed. 07/09 – Samsung Unpacked

    9 juli 2025 · 17 min

    Afspelen
    All the of the headlines from the Galaxy Unpacked event that was mostly about really thin foldable phones. Big changing of the guard at Apple. What happens when you make a bet on a betting market, think you’ve won, but are then told you’re not. And a useful new feature of Gmail.
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    Galaxy Z Fold 7 goes official with drastically thinner design, but a $2,000 price tag (9to5Google)

    Samsung's Galaxy Z Flip 7 has a bigger battery and is still thinner than last year's model (Engadget)

    Samsung launches the more affordable Galaxy Z Flip 7 FE for $899 (9to5Google)

    Galaxy Z Fold 7 hands-on: Samsung finally made the foldables we’ve been asking for (The Verge)

    Apple COO Jeff Williams to Retire in Major Changing of Guard (Bloomberg)

    Elon Musk's AI chatbot churns out antisemitic posts days after update (NBCNews)

    Polymarket Rules 'No' on $237M Controversial Bet Over Zelenskyy's Suit (Decrypt)

    Gmail’s new tab is made for unsubscribing from emails (The Verge)

  9. Tue. 07/08 – Zuck Poaches AI Talent From Apple

    8 juli 2025 · 17 min

    Afspelen
    How much further behind can Apple get in AI now that Zuck is poaching from them as well? OpenAI has been forced to batten down the hatches, quite literally. A fully licensed AI video model. And back to Apple. They heard your complaints. They’re pumping the brakes on Liquid Glass a bit.
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    Links:

    Apple Loses Top AI Models Executive to Meta’s Hiring Spree (Bloomberg)

    OpenAI’s Stock Compensation Reflect Steep Costs of Talent Wars (The Information)

    OpenAI clamps down on security after foreign spying threats (Financial Times)

    Bluesky can really keep up with the news now that it has activity notifications (The Verge)

    This New AI Tool Wants to Work With Filmmakers—Not Replace Them (Time)

    iOS 26 beta 3 dials back Liquid Glass (TechCrunch)

  10. Mon. 07/07 – What Did I Miss?

    7 juli 2025 · 17 min

    Afspelen
    Catching you up on the great Zuckerberg AI recruitment drive. Clueing you in to the great datacenter buildout goldrush that is, again, all about AI. TikTok is about to force everybody to use a new version of their app. And are the unicorns coming back?
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    Meta’s new hires offer a peek into superintelligence plans (Semafor)

    Zuck's Eleven (Spyglass)

    CoreWeave to Buy Core Scientific in $9 Billion Stock Deal (Bloomberg)

    US industrial groups pivot to data centres amid AI boom (FT)

    TikTok Building New Version of App Ahead of Expected U.S. Sale (The Information)

    As Trump pushes Apple to make iPhones in the U.S., Google’s brief effort building smartphones in Texas 12 years ago offers critical lessons (Fortune)

    At least 36 new tech unicorns were minted in 2025 so far (TechCrunch)

  11. Wed. 07/02 – In Meta v. OpenAI, Who’s Desperate And Who’s Scared?

    2 juli 2025 · 18 min

    Afspelen
    More layoffs make me more concerned the AI jobpocalypse is coming to tech this summer. In the big Meta v. OpenAI talent battle, who is desperate and who is scared? We reframe the situation a bit. Figma files for an IPO. Chinese AI seems to be gain ground worldwide. And do universities need to fundamentally rethink teaching computer science?
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    Microsoft laying off about 9,000 employees in latest round of cuts (CNBC)

    Here’s What Mark Zuckerberg Is Offering Top AI Talent (Wired)

    Sam Altman Slams Meta’s AI Talent-Poaching Spree: ‘Missionaries Will Beat Mercenaries’ (Wired)

    Figma files for IPO on NYSE, plans to ‘take big swings’ with acquisitions (CNBC)

    China Is Quickly Eroding America’s Lead in the Global AI Race (WSJ)

    How Do You Teach Computer Science in the A.I. Era? (NYTimes)

  12. Tue. 07/01 – Superhuman Finds A Home

    1 juli 2025 · 17 min

    Afspelen
    Meta Superintelligence Labs is official. Cloudflare’s tool to help websites fend off AI bots is official. Will Apple throw in the towel and just buy some AI off the shelf? Does Amazon now have more robots than human workers in its warehouses? And my hands-down can’t live without you app finds a home.
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    Links:

    Zuckerberg Debuts Meta ‘Superintelligence’ Group, More Hires (Bloomberg)

    Cloudflare launches a marketplace that lets websites charge AI bots for scraping (TechCrunch)

    Apple Weighs Using Anthropic or OpenAI to Power Siri in Major Reversal (Bloomberg)

    Amazon Is on the Cusp of Using More Robots Than Humans in Its Warehouses (WSJ)

    Musk’s X Hires Entrepreneur Nikita Bier as Head of Product (Bloomberg)

    Grammarly to acquire email startup Superhuman in AI platform push (Reuters)

  13. Mon. 06/30 – Nintendo And Amazon Fight

    30 juni 2025 · 18 min

    Afspelen
    Weird beef between Nintendo and Amazon. Is Apple going to make a cheap Macbook with an iPhone chip inside? OpenAI claps back at Meta. The AI avatar startup. And for the first time in a decade, Spotify has changed up the Discover Weekly playlist.
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    Amazon Misses Out on Switch 2 Sales After Nintendo Pulled Products From US Site (Bloomberg)

    Kuo: Apple to release cheaper MacBook powered by iPhone processor (9to5Mac)

    ‘F1’ Revs To $144M Opening Weekend Around The World, Brad Pitt & Apple Original Films Records (Deadline)

    OpenAI Leadership Responds to Meta Offers: ‘Someone Has Broken Into Our Home’ (Wired)

    AI avatars are here in full force—and they’re serving some of the world’s biggest companies (Fortune)

    Spotify revamps its Discover Weekly playlist after 10 years (TechCrunch)

  14. Fri. 06/27 – The Death Of The Blue Screen Of Death

    27 juni 2025 · 17 min

    Afspelen
    Mark Zuckerberg’s big AI plan seems still to be such a work in progress, he’s even considering abandoning Llama. Apple attempts to comply with the EU’s DMA. Instagram and TikTok want to follow YouTube to your TV. The infamous Blue Screen of Death is dying. And, of course, the Weekend Longreads Suggestions.
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    In Pursuit of Godlike Technology, Mark Zuckerberg Amps Up the A.I. Race (NYTimes)

    Meta says it’s winning the talent war with OpenAI (The Verge)

    Apple announces sweeping App Store changes in the EU (9to5Mac)

    Google launches Doppl, a new app that lets you visualize how an outfit might look on you (TechCrunch)

    TikTok, Instagram Plot TV Apps Following YouTube’s Success (The Information)

    Windows is getting rid of the Blue Screen of Death after 40 years (The Verge)

    Weekend Longreads Suggestions:

    My Couples Retreat With 3 AI Chatbots and the Humans Who Love Them (Wired)

    AI is ruining houseplant communities online (The Verge)

  15. Thu. 06/26 – Conflicting AI Legal Rulings

    26 juni 2025 · 16 min

    Afspelen
    The legal rulings on AI are finally coming in. The problem is, they’re contradictory, so we’re not getting any legal clarity yet. Creative Commons but for AI training data. Is DeepSeek’s R2 model being stymied by lack of access to Nvidia chips? And another deep look at the question of: is AI taking jobs at tech companies, right now?
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    Microsoft sued by authors over use of books in AI training (Reuters)

    Trump Mobile reiterates claims that new phones are 'made in America' (USAToday)

    Creative Commons debuts CC signals, a framework for an open AI ecosystem (TechCrunch)

    OpenAI, Microsoft Rift Hinges on How Smart AI Can Get (WSJ)

    DeepSeek’s Progress Stalled by U.S. Export Controls (The Information)

    Salesforce CEO Says 30% of Internal Work Is Being Handled by AI (Bloomberg)

    AI Killed My Job: Tech workers (Blood In The Machine)

  16. Wed. 06/25 – Never Wear A Suit In Tech

    25 juni 2025 · 19 min

    Afspelen
    AI is transforming job search on both sides of the equation. A first court ruling on using copyrighted books to train AI. New AI releases from Google devs will want to know about. How your kids 3rd grade teacher is using AI. And why did Apple push an ad to everybody?
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    Links:

    Employers Are Buried in A.I.-Generated Résumés (NYTimes)

    CareerBuilder + Monster to Sell Businesses in Bankruptcy (WSJ)

    Exclusive: Uber and Palantir alums raise $35M to disrupt corporate recruitment with AI (Fortune)

    Anthropic wins a major fair use victory for AI — but it’s still in trouble for stealing books (The Verge)

    Google unveils Gemini CLI, an open-source AI tool for terminals (TechCrunch)

    How ChatGPT and other AI tools are changing the teaching profession (AP)

    iPhone customers upset by Apple Wallet ad pushing ‘F1’ movie (TechCrunch)

  17. Tue. 06/24 – Is Microsoft Struggling To Sell Copilot?

    24 juni 2025 · 17 min

    Afspelen
    A new Xbox branded Meta Quest. Amazon is expanding same day delivery even more. What does it mean for the AI race if ChatGPT seems to be outcompeting Microsoft’s Copilot offerings in the enterprise space? Why is Wall Street leading the way on AI adoption? And what exactly is Mira Murati’s big new AI startup going to do, exactly?
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    Links:

    After a year of waiting, Microsoft's Meta Quest 3S "Xbox Edition" is here — our hands-on review of this (very) limited edition partnership (Windows Central)

    Amazon bringing same-day delivery to ‘millions’ of rural customers (The Verge)

    Tesla Robotaxi Incidents Draw Scrutiny From US Safety Agency (Bloomberg)

    Waymo’s robotaxis are now available on the Uber app in Atlanta (The Verge)

    ChatGPT's Enterprise Success Against Copilot Fuels OpenAI and Microsoft's Rivalry (Bloomberg)

    Goldman Sachs launches AI assistant firmwide, memo shows (Reuters)

    Thinking Machines Lab’s $2B Seed Round Is Biggest By A Long Shot (Crunchbase News)

    How Ex-OpenAI CTO Murati’s Startup Plans to Compete With OpenAI and Others (The Information)

  18. Mon. 06/23 – Tesla Launches Its Robotaxi

    23 juni 2025 · 17 min

    Afspelen
    Tesla launches its robotaxi service in Austin. Apple is negotiating desperately to avoid an EU fine coming as soon as this week. Also, why doesn’t Apple do some acquihires to get back in the AI game? Maybe Perplexity would be attractive? The Music industry gathers tools to detect AI. And is there a global divide growing when it comes to AI access?
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    Links:

    Tesla launches robotaxi service in Austin (Financial Times)

    Jony Ive Deal Removed From OpenAI Site Over Trademark Suit (Bloomberg)

    Apple locked in last-minute App Store negotiations to avoid Brussels fines (Financial Times)

    Apple Will Need to Leave Its M&A Comfort Zone to Succeed in AI (Bloomberg)

    Apple Executives Have Held Internal Talks About Buying AI Startup Perplexity (Bloomberg)

    The music industry is building the tech to hunt down AI songs (The Verge)

    The Global A.I. Divide (NYTimes)

  19. Fri. 06/20 – A Shenzhen-like Production City In The US?

    20 juni 2025 · 18 min

    Afspelen
    Meta has some new smartglasses. How long can the TikTok groundhog day go on? Masa Son wants to create a Shenzhen-like production city here in the US. Are your smart cameras a national security threat to the home front in a war? And, of course, the Weekend Longreads Suggestions.
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    Links:

    Meta announces Oakley smart glasses (The Verge)

    Meta tried to buy Ilya Sutskever’s $32 billion AI startup, but is now planning to hire its CEO (CNBC)

    Trump extends TikTok ban deadline for a third time, without clear legal basis (AP)

    Publishers facing existential threat from AI, Cloudflare CEO says (Axios)

    Masa Son Pitches $1 Trillion US AI Hub to TSMC, Trump Team (Bloomberg)

    Israeli Officials Warn Iran Is Hijacking Security Cameras to Spy (Bloomberg)

    Weekend Longreads Suggestions:

    Scientists once hoarded pre-nuclear steel; now we’re hoarding pre-AI content (ArsTechnica)

    Why Everything in the Universe Turns More Complex (QuantaMagazine)

  20. Thu. 06/19 – What Would AGI Actually Look Like?

    19 juni 2025 · 17 min

    Afspelen
    Are we about to see a summer of layoffs in Silicon Valley? Midjourney’s new video model. Meta continues its acqu-hire spree with some folks we know. Microsoft has its own nuclear option with OpenAI, while OpenAI is starting to get worried about its models being nuclear dangerous? And what even IS AGI?
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    Links:

    Microsoft Planning Thousands More Job Cuts Aimed at Salespeople (Bloomberg)

    ‘Surpassing all my expectations’: Midjourney releases first AI video model amid Disney, Universal lawsuit (VentureBeat)

    Meta in Talks to Hire AI Investors Friedman and Gross, Partially Buy Out Their Venture Fund (The Information)

    Microsoft prepared to walk away from high-stakes OpenAI talks (FT)

    OpenAI warns models with higher bioweapons risk are imminent (Axios)

    Why Big Tech cannot agree on artificial general intelligence (FT)

  21. Wed. 06/18 – Oh Yeah. What About TikTok?

    18 juni 2025 · 17 min

    Afspelen
    Remember how that TikTok ban or sale thing has never been resolved? Yeah. Sam Altman describes the money he says Meta is throwing at AI researchers. Is xAI the one with the real money crunch in the AI race? And a review of the first of this new wave of smartglasses.
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    Links:

    Trump will grant TikTok another 90-day extension in enforcement of sale-or-ban law (CNNBusiness)

    Sam Altman says Meta tried and failed to poach OpenAI’s talent with $100M offers (TechCrunch)

    Musk’s xAI Burns Through $1 Billion a Month as Costs Pile Up (Bloomberg)

    YouTube to Add Google’s Veo 3 to Shorts in Move That Could Turbocharge AI on the Video Platform (The Hollywood Reporter)

    Amazon expects to cut corporate jobs as it relies more on AI (NBCNews)

    Xreal’s One Pro Are a Stopgap Ahead of True AR Smart Glasses (Bloomberg)

  22. Tue. 06/17 – Open AI Still Needs To Placate Microsoft

    17 juni 2025 · 20 min

    Afspelen
    Among the many snags to OpenAI shifting to for-profit, the Microsoft snag is still the biggest issue. More Intel job cuts coming. Would you believe a Roblox game involving gardening is maybe bigger than Fortnite? And two big firsts: most people get their news from social media, and streaming is now the king of all TV watching.
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    Links:

    OpenAI Seeks New Financial Concessions From Microsoft, a Top Shareholder (The Information)

    OpenAI and Microsoft Tensions Are Reaching a Boiling Point (WSJ)

    OpenAI wins $200 million U.S. defense contract (CNBC)

    Intel will lay off 15% to 20% of its factory workers, memo says (The Oregonian)

    Amazon Prime Day stretches to four days of deals this year (The Verge)

    Generation Alpha’s FarmVille Is Growing Like Crazy in Roblox (NYTimes)

    For the first time, social media overtakes TV as Americans’ top news source (NiemanLab)

    It’s Official: Streaming Is Now the King of TV (NYTimes)

  23. Mon. 06/16 – What Happens When Search Abandons The Web?

    16 juni 2025 · 17 min

    Afspelen
    Ads finally come to WhatsApp. Are we about to get a literal Trump phone? More ads on your TV. All ads are about to become AI. And at the end of the show, a bit of an essay from me about Google, AI, and what I think is about to happen to the larger web, literally right now.
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    Links:

    WhatsApp Introduces Ads in Its App (NYTimes)

    Trump Mobile: President’s Company Unveils Wireless Service Delivered via AT&T, Verizon and T-Mobile, Plans to Launch a U.S.-Made ‘Sleek, Gold’ Android Smartphone (Variety)

    Amazon Ads & Roku Set Landmark Pact Giving Brands Access To 80% Of Connected-TV Households (Deadline)

    TikTok Pushes Deeper Into AI-Generated Video Ads With New Tools (Bloomberg)

    Google Search Is Fading. The Whole Internet Is At Risk. (Barron's)

  24. Omnibus 06/09

    14 juni 2025 · 1 uur 25 min

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    Omnibus Week Of 06/09
    Sign up for the ad-free feed at tech.supercast.tech

  25. Fri. 06/13 – Stablecoins Everywhere

    13 juni 2025 · 19 min

    Afspelen
    Do people know when they’re using the MetaAI app, it’s public? Chime had a successful IPO so let me tell you about my IPO-meter. The financials behind that fully-AI commercial running during the NBA playoffs. More signs stablecoins are taking over, but in the Longreads, do stablecoins represent a unique danger to the global financial system?
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    For a limited time only, get 35% off plus an additional 50% off your first order when you head to Smalls.com and use code RIDE

    Links:

    The Meta AI app is a privacy disaster (TechCrunch)

    Meta Risks Regulatory Scrutiny in Pursuit of Scale AI (Bloomberg)

    Apple Targets Spring 2026 for Release of Delayed Siri AI Upgrade (Bloomberg)

    Chime pops 37% in Nasdaq debut after pricing IPO above expected range (CNBC)

    Walmart and Amazon Are Exploring Issuing Their Own Stablecoins (WSJ)

    Here’s the $2,000 fully AI-generated ad that aired during the NBA Finals (The Verge)

    Weekend Longreads Suggestions:

    Why we should worry about the rise of stablecoins (FT)

    Nintendo Switch 2 review: bigger, faster, and the best handheld since Game Boy (The Shortcut)

  26. Thu. 06/12 – Meta’s Big AI Acqui-hire

    12 juni 2025 · 17 min

    Afspelen
    I explain how and why exactly this big Meta investment in Scale AI came about. Hollywood sues AI in a big way for the first time. A look at how stablecoins have mainstreamed crypto at long last. And episode number 205 of the long running series: we blew up traditional TV just to rebuild it.
    Links:
    Lees meer

    Meta to Pay Nearly $15 Billion for Scale AI Stake and Startup’s 28-Year-Old CEO (The Information)

    Disney, NBCU sue Midjourney over copyright infringement (Axios)

    Wikipedia Pauses AI-Generated Summaries After Editor Backlash (404Media)

    How stablecoins are entering the financial mainstream (Financial Times)

    EXCLUSIVE: Amazon Doubles Prime Video Ads to 6 Minutes Per Hour (AdWeek)

  27. Wed. 06/11 – o3-pro

    11 juni 2025 · 17 min

    Afspelen
    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?
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    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)

  28. Tue. 06/10 – Zuck’s Big AI Ambitions

    10 juni 2025 · 16 min

    Afspelen
    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?
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    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)

  29. Mon. 06/09 – WWDC 2025

    9 juni 2025 · 22 min

    Afspelen
    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?
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    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)

  30. Fri. 06/06 – IPO’s Back On The Menu?

    6 juni 2025 · 18 min

    Afspelen
    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:
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    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)

  31. Thu. 06/05 – Some In Hollywood (Quietly) LOVE AI

    5 juni 2025 · 18 min

    Afspelen
    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:
    Lees meer

    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)

  32. Wed. 06/04 – State Of The AI Coding Landgrab

    4 juni 2025 · 17 min

    Afspelen
    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
    Lees meer

    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)

  33. Tue. 06/03 – Framing The AI Debate

    3 juni 2025 · 16 min

    Afspelen
    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
    Lees meer

    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)

  34. Mon. 06/02 – How DoorDash Has Quietly Been Killing It

    2 juni 2025 · 16 min

    Afspelen
    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:
    Lees meer

    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)

  35. Fri. 05/30 – Big Meta/Anduril Deal Is A Big Deal

    30 mei 2025 · 17 min

    Afspelen
    Why Meta’s big deal with Anduril is a big deal for the entire tech industry. Microsoft is kinda not joining, but also kind of all in on the handheld gaming race. Count Hugging Face as someone else serious about AI robots. And in the longreads, more signs that the AI job apocalypse might already be upon us.
    Links:
    Lees meer

    Meta Fired Palmer Luckey. Now, They’re Teaming Up on a Defense Contract. (WSJ)

    Mark Zuckerberg Finally Found a Use for His Metaverse — War (Bloomberg)

    EXCLUSIVE: Xbox's first-party handheld has been sidelined (for now), as Microsoft doubles down on 'Kennan' and Windows 11 PC gaming optimization (Windows Central)

    Black Forest Labs’ Kontext AI models can edit pics as well as generate them (TechCrunch)

    Hugging Face unveils two new humanoid robots (TechCrunch)

    Weekend Longreads Suggestions:

    For Some Recent Graduates, the A.I. Job Apocalypse May Already Be Here (NYTimes)

    How Led Zeppelin, Pink Floyd & Jethro Tull Financed the Making Monty Python and the Holy Grail (OpenCulture)

  36. Thu. 05/29 – Somebody Knows Victoria’s Secrets

    29 mei 2025 · 19 min

    Afspelen
    Nvidia had solid earnings, though they’re quite concerned about being boxed out of China. The apparent hack of Victoria’s Secret gave me a dad-joke-title for today’s episode. Why DeepSeek’s recent R1 update is a bigger deal than even they are letting on. And why the CEO of Anthropic says we should be more worried about the AI he’s unleashing than people are aware.
    Links:
    Lees meer

    Nvidia beats on earnings and revenue as data center sales jump 73% (CNBC)

    Nvidia CEO Warns That Chinese AI Rivals Are Now ‘Formidable’ (Bloomberg)

    NVIDIA GeForce NOW launches a native Steam Deck app, unlocking 4K cloud gaming & extended battery life for Valve's handheld (Windows Central)

    Victoria’s Secret takes down website after security incident (BleepingComputer)

    Apple to Launch iOS 26, macOS 26 in Major Rebrand Tied to Software Redesigns (Bloomberg)

    DeepSeek Quietly Drops AI Update That Outperforms Google's Best (Implicator.ai)

    Behind the Curtain: A white-collar bloodbath (Axios)

  37. Wed. 05/28 – Apple Playing Games Again

    28 mei 2025 · 18 min

    Afspelen
    Apple is making noises in the gaming space once again, but I feel like we’ve heard this all before. Getty is still deadly serious about suing AI companies. Self driving trucks seem to be juuuust about to hit the roads. And a big piece about the enmity between Apple and Elon Musk.
    Sponsors:
    Shopify.com/ride
    Lees meer

    Links:

    Apple acquires RAC7, its first-ever video game studio (Digital Trends)

    Apple to Debut Dedicated Gaming App Within Days of Switch 2’s Arrival (Bloomberg)

    Texas Adopts Online Child-Safety Bill Opposed by Apple’s CEO (Bloomberg)

    Getty Images spending millions to battle a ‘world of rhetoric’ in AI suit, CEO says (CNBC)

    Driverless Semi Trucks Are Here, With Little Regulation and Big Promises (NYTimes)

    Apple’s Satellite Ambitions Threatened by Elon Musk, Internal Resistance (The Information)

  38. Tue. 05/27 – The “Holy Grail” Of AI Models

    27 mei 2025 · 17 min

    Afspelen
    Salesforce is back in the acquisition swing. Circle is going for an IPO. Is Netflix about to lose the streaming service crown? The Holy Grail of AI Models. And is your boss more demanding of your output now that you use AI?
    Links:
    Lees meer

    Salesforce Agrees to Buy Informatica in Deal Worth $8 Billion (Bloomberg)

    Stablecoin Giant Circle File for IPO on NYSE (CoinDesk)

    The Browser Company mulls selling or open-sourcing Arc Browser amid AI-focused pivot (TechCrunch)

    Cricket gives Disney-Ambani unit in India almost as many users as Netflix (Financial Times)

    One of Europe’s top AI researchers raised a $13M seed to crack the ‘holy grail’ of models (TechCrunch)

    At Amazon, Some Coders Say Their Jobs Have Begun to Resemble Warehouse Work (NYTimes)

    Khosla Ventures among VCs experimenting with AI-infused roll-ups of mature companies (TechCrunch)

  39. (Bonus) Calmwave Profile

    26 mei 2025 · 36 min

    Afspelen

    Find out more about Calmwave at Calmwave.ai.
    The case study we mention is here: https://catalyst.wellstar.org/casestudies/calmwave/

  40. Fri. 05/23 – Tim Apple’s Very Bad Week

    23 mei 2025 · 18 min

    Afspelen
    Tariff fun is back and this time there’s only one tech company in the crosshairs: Apple. Anthropic releases flagship new Claude models, and they seem to be impressive, but half the story here is how weird they behave. Like, ratting on users to authorities, blackmailing engineers and maybe creating biological weapons. And, of course, the Weekend Longreads Suggestions.
    Links:
    Lees meer

    Trump says a 25% tariff ‘must be paid by Apple’ on iPhones not made in the U.S. (CNBC)

    Anthropic’s new Claude 4 AI models can reason over many steps (TechCrunch)

    Exclusive: New Claude Model Triggers Stricter Safeguards at Anthropic (Time)

    Anthropic’s new AI model turns to blackmail when engineers try to take it offline (TechCrunch)

    Anthropic faces backlash to Claude 4 Opus behavior that contacts authorities, press if it thinks you’re doing something ‘egregiously immoral’ (VentureBeat)

    Weekend Longreads Suggestions:

    Exclusive look at the creation of High NA, ASML’s new $400 million chipmaking colossus (CNBC)

    Is Mubi Really Worth $1 Billion? Inside Efe Cakarel’s Plan to Make the Global Streamer Cooler Than A24 (Variety)

  41. Thu. 05/22 – OpenAI Acquihires Jony Ive!

    22 mei 2025 · 17 min

    Afspelen
    Is this is biggest acquihire of all time? Jony Ive is joining OpenAI to the tune of $6.5 billion dollars. And what is he going to do there? Create hardware devices that Sam Altman expects to ship 100 million of. Why Google has a unique advantage in the AI race. Why Signal is blocking Recall. And why is weather forecasting AI’s next big trick?
    Sponsors:
    Lees meer

    CornbreadHemp.com/ride and code RIDE

    Links:

    Former Apple Design Guru Jony Ive to Take Expansive Role at OpenAI (WSJ)

    What Sam Altman Told OpenAI About the Secret Device He’s Making With Jony Ive (WSJ)

    Google has a big AI advantage: it already knows everything about you (The Verge)

    “Microsoft has simply given us no other option,” Signal says as it blocks Windows Recall (Ars Technica)

    A.I. Is Poised to Revolutionize Weather Forecasting. A New Tool Shows Promise. (NYTimes)

  42. Wed. 05/21 – Everything Google Everywhere And All At Once

    21 mei 2025 · 17 min

    Afspelen
    It’s Google day. Everything Google, everywhere, all at once. All the headlines from IO and there were a ton. What even is Google search in the age of AI? Google’s big push into smartglasses, a wild new video model and a ton, ton more. Here’s what you missed, yesterday, mostly, I guess, in the world of tech.
    Sponsors:
    Lees meer

    Venice.ai/techmeme and code techmeme

    Links:

    Google is rolling out AI Mode to everyone in the US (Engadget)

    Android XR is getting stylish partners in Warby Parker and Gentle Monster (The Verge)

    My demo with Google's AR glasses went better than the one on stage (AndroidCentral)

    Google launches Veo 3, an AI video generator that incorporates audio (CNBC)

    Watch Me Try Google’s Live Language Translator. It’s Wild. (WSJ)

    Google moves to reassure EU cloud users amid concern over Trump threat (Financial Times)

  43. Tue. 05/20 – Microsoft Build 2025

    20 mei 2025 · 18 min

    Afspelen
    He noted the firm has the OVX computer that is meant to do simulation and graphic simulation physics engine, and it is used to synthesize and generate data. And this data is consumed by the DGX computer, which are used to train foundation models. And then it is deployed to the HX computer, which is the runtime on the edge for platforms like humanoid robots.
    Sponsors:
    1password.com/ride
    Lees meer

    Links:

    GitHub’s new AI coding agent can fix bugs for you (The Verge)

    The new Microsoft Discovery agentic platform targets scientists and researchers (Neowin)

    Trump signs the Take It Down Act into law (The Verge)

    Stablecoin Bill Advances in US Senate in Big Win for Crypto (Bloomberg)

    EU to impose €2 tax on low-cost items in blow to Temu and Shein (FT)

    Nvidia charges ahead with humanoid robotics aided by the cloud (GamesBeat)

    Autonomous cars with ‘social sensitivity’ cut threat to road users, study finds (FT)

    Mountainhead Trailer

  44. Mon. 05/19 – How Apple Lost AI

    19 mei 2025 · 18 min

    Afspelen
    The big, long saga of how Apple lost the AI race. Nvidia wants you to bring your own gear. 23andMe’s assets are acquired. Why are Apple and Epic still bickering? And why has kidnapping suddenly become a major issue for big crypto players?
    Sponsors:
    Lees meer

    AGNTCY.org

    Qualialife.com/ride and code ride

    Links:

    Why Apple Still Hasn’t Cracked AI (Bloomberg)

    Nvidia Opens AI Ecosystem to Rival Chipmakers in Global Push (Bloomberg)

    Regeneron to Buy 23andMe Out of Bankruptcy for $256 Million (WSJ)

    Epic Asks Court to Force Apple to Approve Fortnite on US Store (Bloomberg)

    Epic asks court to compel Apple to reinstate Fortnite on the App Store (9to5Mac)

    Venture capital's series progression (Axios)

    Crypto High-Rollers Go Big on Bodyguards to Deter Kidnappers (Bloomberg)

  45. (Bonus) World Cup Of Entrepreneurs Part 2

    18 mei 2025 · 1 uur 33 min

    Afspelen
    Who wins? Jobs? Gates? Musk? Bezos? Collison, even? The grand finale of our #WorldCupOfEntreprenurs. Lees meer

    (Originally aired October of 2021)

  46. Fri. 05/16 – Bribing Is The Oldest Form Of Hacking

    16 mei 2025 · 19 min

    Afspelen
    Epic Games and Apple are still having beef over app store rejections. Coinbase got hacked with the oldest attack vector there is: bribery. Meta’s having problems with its behemoth AI model. New Windsurf coding suite. New Apple Car Play. And, of course, the Weekend Longreads Suggestions.
    Sponsors:
    Lees meer

    FactorMeals.com/ride50off and code RIDE50OFF

    Links:

    Apple blocks Fortnite’s App Store return as downloads fail in Europe (The Verge)

    Coinbase warns of up to $400 million hit from cyberattack (Reuters)

    Coinbase Hack Rocks Company That Led Crypto Into Mainstream (Bloomberg)

    Meta Is Delaying the Rollout of Its Flagship AI Model (WSJ)

    Vibe-coding startup Windsurf launches in-house AI models (TechCrunch)

    Next-gen CarPlay, branded CarPlay Ultra, starts rolling out today (9to5Mac)

    Weekend Longreads Suggestions:

    I let lasers power my smart home — and I don’t want to go back (The Verge)

    The Popular Alternative - The State of A24 (Dirt)

  47. (Bonus) World Cup Of Entrepreneurs Part 1

    15 mei 2025 · 1 uur 1 min

    Afspelen

    Who is THE entrepreneur of the Internet Era? In this episode, we cover the round of 16 matchups as voted on by YOU. (Originally posted November 2021)

  48. Wed. 05/14 – Airbnb’s Midlife Transformation

    14 mei 2025 · 18 min

    Afspelen
    The US still has it out for Huawei. Sony takes a hit from tariffs. TikTok is turning to AI and also messaging. And then, how Airbnb is either going through a midlife crisis, or else, it is trying to become the thing that Brian Chesky always hoped it would become.
    Sponsors:
    Lees meer

    AGNTCY.ORG

    Shopify.com/ride

    Links:

    US warns against using Huawei chips ‘anywhere in the world’ (FT)

    Sony Sees $700 Million Tariff Hit on Underwhelming Outlook (Bloomberg)

    Microsoft extends Office app support on Windows 10 to 2028 (The Verge)

    TikTok launches TikTok AI Alive, a new image-to-video tool (TechCrunch)

    TikTok Working on Photo Messaging Feature Despite Employee Concerns Over Sextortion (The Information)

    You can now book a chef or personal trainer while traveling with Airbnb (CNN)

    Airbnb Is in Midlife Crisis Mode (Wired)

  49. Tue. 05/13 – The Thin-Phone Era Is Here

    13 mei 2025 · 17 min

    Afspelen
    The new thin phone era is definitively here with the Galaxy S25 Edge. Apple is working on a way to control your iPhone with your brain. For the first time a flagship DJI drone is NOT available in the US. And flying drones are cool, but you know what else is cool? Submarine drones.
    Sponsors:
    Lees meer

    For 40% off your order, head to Udacity.com/RIDE and use code RIDE

    Links:

    Samsung Debuts $1,099 S25 Edge, Kicking Off Wave of Thin Phones (Bloomberg)

    Galaxy S25 Edge Hands-On: This Thin Phone Left a Deep Impression (CNET)

    Apple to Unveil New AI Tool to Increase iPhone Battery Life (Bloomberg)

    DJI is skipping the US with its most advanced drone yet (The Verge)

    German defence start-up plans underwater drones for naval surveillance (FT)

    Audible to Partner With Publishers to Create AI-Voiced Audiobooks (Bloomberg)

  50. Mon. 05/12 – Saudi Arabia Enters The AI Race

    12 mei 2025 · 17 min

    Afspelen
    Looks like China tariffs are back off, question mark? But not soon enough for some deals. OpenAI and Microsoft are trying to work out how to get to an IPO. Saudi Arabia, the country, makes a big AI play. Why you might want to take out AI insurance? And did the Pope choose his name because of the AI moment?
    Sponsors:
    Lees meer

    Tonal.com

    MackWeldon.com promocode BRIAN

    Links:

    Apple Considers Raising iPhone Prices, Without Blaming Tariffs (WSJ)

    SoftBank Stargate Venture With OpenAI Snags on Tariff Fears (Bloomberg)

    OpenAI negotiates with Microsoft to unlock new funding and future IPO (FT)

    Saudi Arabia launches AI venture Humain ahead of Donald Trump visit (FT)

    Insurers launch cover for losses caused by AI chatbot errors (FT)

    Klarna Slows AI-Driven Job Cuts With Call for Real People (Bloomberg)

    Pope Leo signals he will closely follow Francis and says AI represents challenge for humanity (CNN)