Episodes
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The vultures are circling Intel, if that’s not too aggressive an analogy. OpenAI’s board officially rejects Elon’s bid. Zelle is quietly the biggest player in P2P payments. Everybody wants to go after robotics as the next big thing. And why over a thousand tech unicorns are in trouble.
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TSMC Considers Running Intel’s US Factories After Trump Team Request (Bloomberg)Broadcom, TSMC Weigh Possible Intel Deals That Would Split Storied Chip Maker (WSJ)OpenAI Rejects Elon Musk’s $97.4 Billion Bid for Control of the Company (NYTimes)Zelle payments top $1 trillion in 2024 as network’s growth outpaces rivals including PayPal (CNBC)TikTok Grabs Market Share From Shein Despite Looming Risks (Bloomberg)Meta Plans Major Investment Into AI-Powered Humanoid Robots (Bloomberg)Apple and Meta Are Set to Battle Over Humanoid Robots (Bloomberg)The Unicorn Boom Is Over, and Startups Are Getting Desperate (Bloomberg)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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TikTok is back in the app stores. But the biggest news is that Arm is going to make its own chips, thereby upending how the entire semiconductor industry has been constituted. Why Reddit has been killing it lately. And in the Weekend Longreads Suggestions, what if TikTok, but for Wikipedia?
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Apple, Google Restore TikTok App After Assurances From Trump (Bloomberg)Arm to launch its own chip in move that could upend semiconductor industry (Financial Times)Shein IPO plans hit by Trump’s low-cost parcels crackdown (Financial Times)AI Licensing Deals With Google and OpenAI Make Up 10% of Reddit's Revenue (AdWeek)Weekend Longreads Suggestions:
Forget DeepSeek. Large language models are getting cheaper still (The Economist)How a resurgent Walmart saw off the Amazon threat (Financial Times)Developer creates endless Wikipedia feed to fight algorithm addiction (Ars Technica)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Episodes manquant?
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We maybe have a roadmap for GPT-5, but also, is it not really GPT-5 just a renaming of what they already have in the pipeline? It’s kind of weird. Elon gives his conditions for dropping his takeover bid. Utility companies say the AI hype is real, but what if, in the end, the end users don’t actually show up?
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OpenAI postpones its o3 AI model in favor of a ‘unified’ next-gen release (TechCrunch)Elon Musk will withdraw bid for OpenAI’s nonprofit if its board agrees to terms (TechCrunch)Musk, Altman Spar Over $97.4 Billion OpenAI Bid in Court Filings (Bloomberg)The Apple TV app is now available on Android: watch Apple TV+ and MLS Season Pass (9to5Mac)Meta Opens Facebook Marketplace to Rivals in EU Antitrust Clash (Bloomberg)Data Center Power Demand Almost Doubled in Virginia, Utility Says (Bloomberg)AI Agents Are Everywhere…and Nowhere (WSJ)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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The first big AI legal ruling has come down, and it might not be good news for AI startups. Apple launches its biggest health study yet. This one weird trick that tech companies are using to make their AI spending seem not so expensive. And Matt Levine on the whole Elon buying OpenAI thing.
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Thomson Reuters Wins First Major AI Copyright Case in the US (Wired)Apple Plans to Learn More About Your Holistic Health With Its New Apple Health Study. You Can Enroll Now (CNET)Meta In Talks To Buy Korean AI Chip Startup Founded By Samsung Engineer (Forbes)Meta Accounting Move on AI Servers to Boost Profit This Year (Bloomberg)Sam Altman Dismisses Elon Musk’s Bid to Buy OpenAI in Letter to Staff (Wired)Sure Elon Musk Might Buy OpenAI (Matt Levine/Bloomberg)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Elon makes an unsolicited bid to buy OpenAI, or at least the non-profit that controls it, and maybe he doesn’t really want to own it, it’s complicated. I’ll explain. YouTube continues to be the biggest thing in media. Forget smartwatches, get ready for smart earbuds. And the crazy cheap Chinese EVs can now do crazy cheap self-driving too!
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Elon Musk-Led Group Makes $97.4 Billion Bid for Control of OpenAI (WSJ)Exclusive: OpenAI is not for sale, CEO Sam Altman says (Axios)Musk’s $97.4 Billion OpenAI Bid Piles Pressure on Sam Altman (WSJ)YouTube Surprise: CEO Says TV Overtakes Mobile as “Primary Device” for Viewing (THR)Google Calendar removed events like Pride and BHM because its holiday list wasn’t ‘sustainable’ (The Verge)Powerbeats Pro 2 Debut With Heart Rate Monitoring, H2 Chip, Active Noise Cancellation, and More (MacRumors)Chinese EV leader BYD to offer ‘God’s Eye’ self-driving system on all models (FT)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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According to the Super Bowl ad I saw last night, anyone can use Starlink on their phone soon, not just T-Mobile users. Was this the Super Bowl of crypto-betting? Are we seeing the first signs that AI is stealing jobs from tech workers? And a behind the scenes tale of how Sam Altman outflanked Elon Musk.
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T-Mobile to Charge $15 Per Month for Starlink Satellite Texting Feature (Bloomberg)Polymarket Bettors Punt $1.1B on Superbowl Results, Despite Regulatory Overhang (CoinDesk)Exclusive: OpenAI set to finalize first custom chip design this year (Reuters)IT Unemployment Rises to 5.7% as AI Hits Tech Jobs (WSJ)Exclusive: Anthropic's "index" tracks AI economy (Axios)Christie’s announces AI art auction, and not everyone is pleased (TechCrunch)How Sam Altman Sidestepped Elon Musk to Win Over Donald Trump (NYTimes)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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(Omnibus) Week Of 02/03/2025
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Is the UK government about to force Apple to put backdoors into all of our iPhones? Tallying up the Tech Earnings week of CAPEX announcements. We might get a new iPhone next week. The Weekend Longreads suggestions. And listen to the end of the show cause I’m running an experiment.
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U.K. orders Apple to let it spy on users’ encrypted accounts (Washington Post)Amazon plans to spend $100 billion this year to capture ‘once in a lifetime opportunity’ in AI (CNBC)Tech Giants Double Down on Their Massive AI Spending (WSJ)Apple’s Long-Awaited Overhaul of iPhone SE Nears Release (Bloomberg)Softbank set to invest $40 billion in OpenAI at $260 billion valuation, sources say (CNBC)Weekend Longreads Suggestions:
How is Fortnite's Attempt to Become the YouTube of Gaming Going? (Posting Nexus)The Sims Turned Players Into Gods. And Farmers. And Vampires. And Landlords. (NYTimes)Signup to the Premium Feed at tech.supercast.tech
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Now researchers say they have trained a cutting edge AI model for… checks notes… $50. Not $50 million dollars. $50. Dollars. Get ready for the superbowl of AI ads. Amazon has scheduled an Alexa AI event. And also, why does Amazon fail so hard when it comes to physical retail?
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Researchers created an open rival to OpenAI’s o1 ‘reasoning’ model for under $50 (TechCrunch)Google Kills Diversity Hiring Targets (WSJ)Google Unwinds Employee Diversity Goals, Citing Trump’s D.E.I. Orders (NYTimes)OpenAI Set to Make Super Bowl Ad Debut (WSJ)OpenAI to Air Its First Super Bowl Ad (AdWeek)Amazon's AI revamp of Alexa assistant nears unveiling (Reuters)Bill banning social media for youngsters advances (Politico)Trump's de minimis cancellation is bad news for Temu, but worse for Shein (Reuters)Amazon, King of Online Retail, Can’t Seem to Make Its Physical Stores Work (WSJ)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Temu And Shein got a reprieve from the USPS, but they are still in deep, deep trouble. I’ll explain why. Alphabet earnings disappoint their investors but cheer investors of Nvidia. Google and Meta going in different directions when it comes to AI. And why are people increasingly refusing to pay ransomware?
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USPS Resumes Accepting Packages From China After Unexpected Suspension (Wired)Google expects to spend $75 billion this year on the AI race (The Verge)Google drops pledge not to use AI for weapons or surveillance (The Washington Post)Meta says it may stop development of AI systems it deems too risky (TechCrunch)After a bruising year, Sonos readies its next big thing: a streaming box (The Verge)35% Year-over-Year Decrease in Ransomware Payments, Less than Half of Recorded Incidents Resulted in Victim Payments (Chainalysis)Apple Launches New 'Invites' App (MacRumors)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Is the US government about to get into, or at least, heavily impact the VC investing business? Apparently, the trade war with China is still on. The resurrection of Twitterific. And how Spotify has quietly stopped investing, and started getting real about profitability.
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Trump Signs Executive Action to Create Sovereign Wealth Fund (Bloomberg)China Hits Back Against Trump’s Tariffs With Targeted Actions (Bloomberg)China targets Google, Nvidia and Intel as Trump tariffs bite (Financial Times)Twitterrific team launches new ‘Tapestry’ iPhone app for Bluesky, Mastodon, RSS, more (9to5Mac)Opera’s new browser might save you from doomscrolling (The Verge)Spotify Reports First Full-Year Profit (WSJ)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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OpenAI unveils Deep Research, an AI agent just for that. I’ll explain. Are Shein and Temu first up to feel the brunt of the new Trump tariffs? Apple canceled the AR project I assumed they would be pivoting toward. And the Beatles won a Grammy last night with the first AI augmented song to ever win a Grammy.
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OpenAI unveils a new ChatGPT agent for ‘deep research’ (TechCrunch)Trump Targets Loophole Temu, Shein Used to Take On Amazon (Bloomberg)Shein to Face EU Consumer Law Probe Under E-Commerce Crackdown (Bloomberg)Apple Scraps Work on Mac-Connected Augmented Reality Glasses (Bloomberg)Stablecoins are finding product-market fit in emerging markets (TechCrunch)That AI-restored Beatles song won Grammy for Best Rock Performance (The Verge)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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If the entire world shifts after you launch your startup, what do you do? Terra Trust founder Mike DiPetrillo tells you how to do it. What was our original use-case? DOUBLE DOWN on what you do well.
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Apple’s earnings are decidedly mixed. Mark Zuckerberg’s complaints about everything he says leaking… leaked, and there are a lot of interesting details in those leaks. Looks like the SoftBank and OpenAI courtship is a serious one, and if the marriage happens, looks like Arm Holdings can be leveraged for the dowery. And, of course, the Weekend Longreads Suggestions.
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Apple shares rise 3% as boost in services revenue overshadows iPhone miss (CNBC)Mark Zuckerberg said that Meta missed TikTok's rise because it didn't seem 'social' enough, leaked recording reveals (Business Insider)OpenAI in Talks for Huge Investment Round Valuing It at Up to $300 Billion (WSJ)OpenAI’s Sam Altman and SoftBank’s Masayoshi Son Are AI’s New Power Couple (WSJ)Weekend Longreads Suggestions:
DeepSeek Chief’s Journey From Math Geek to Global Disruptor (WSJ)Chinese Quant Whiz Built DeepSeek In The Shadow Of a Hedge Fund Rout (Bloomberg)DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts (SemiAnalysis)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Meta and Microsoft reported earnings, but all Wall Street cared about was getting Capex updates. Meta settles with… the President. Waymo’s expansion continues apace. Why Masa Son is the perfect white knight for OpenAI. And AI IS copyrightable.
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Microsoft shares slide as cloud forecast, AI spending disappoint (Reuters)Meta’s Reality Labs posts $5 billion loss in fourth quarter (CNBC)Zuck shrugs off DeepSeek, vows to spend hundreds of billions on AI (TechCrunch)Meta to Pay $25 Million to Settle 2021 Trump Lawsuit (WSJ)Waymo to test in 10 new cities in 2025, starting with Las Vegas and San Diego (The Verge)SoftBank in talks to invest up to $25bn in OpenAI (FT)Copyright Office Offers Assurances on AI Filmmaking Tools (Variety)Authors Guild sets up ‘Human Author’ portal to certify books come from ‘human intellect’ (AP)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Essentially, OpenAI suspects that DeekSeek might have copied them. I’ll explain the term, “distillation.” Could you soon be able to connect to Starlink on your iPhone? Is Comcast about to make the Internet… better? And the hopeful return of commercial supersonic flight.
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OpenAI says it has evidence China’s DeepSeek used its model to train competitor (Financial Times)Microsoft Probing If DeepSeek-Linked Group Improperly Obtained OpenAI Data (Bloomberg)Alibaba releases AI model it says surpasses DeepSeek (Reuters)Alibaba Announces AI Model That ‘Outperforms ChatGPT & DeepSeek’ (Tech.co)Alibaba’s Qwen 2.5 surpasses DeepSeek as China’s AI race heats up (BGR)Apple and SpaceX Link Up to Support Starlink Satellite Network on iPhones (Bloomberg)Comcast is rolling out ‘ultra-low lag’ tech that could fix the internet (The Verge)Streaming prices climb in 2025 after already surpassing inflation rates (ArsTechnica)Netflix won the streaming wars, and we’re all about to pay for it (The Verge)Civilian jet breaks sound barrier during historic test flight over Mojave Desert (CBSNews)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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More fallout from the DeepSeek realignment of everybody’s thinking about AI. Could this be a signal that the large model business model is over and value is going to be in the application layer? Pebble lives! Spotify says it pays out tons, but does it really? And the network of AI local news newsletters.
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Viral AI company DeepSeek releases new image model family (TechCrunch)Smartwatch pioneer and Kickstarter darling Pebble is returning in a new form (TechCrunch)OpenAI launches ChatGPT Gov for U.S. government agencies (CNBC)Spotify Paid Out $10 Billion to the Music Industry in 2024 — $1 Billion More Than Last Year — and $60 Billion Total (Variety)Inside a network of AI-generated newsletters targeting “small town America” (NiemanLab)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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It’s one of those days where there’s only one story. Maybe you saw that tech stocks got obliterated today. I’m here to tell you why. It’s solely because of DeepSeek and Chinese AI tech generally. How this tech is making people think twice about the AI boom, what DeepSeek did that is different and how this could affect all of Silicon Valley.
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China’s DeepSeek Tops iPhone Downloads and Spurs AI Selloff (Bloomberg)The Short Case for Nvidia Stock (Jeffrey Emanuel)DeepSeek R1’s bold bet on reinforcement learning: How it outpaced OpenAI at 3% of the cost (VentureBeat)DeepSeek resets the board (Axios)17 Thoughts About the Big DeepSeek Selloff (Bloomberg)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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OpenAI releases its agentic bot that can do things on your behalf on your computer. Has the Stargate controversy driven a rift between Musk and Trump? Will the US government create a strategic crypto stockpile? And, of course, the Weekend Longreads Suggestions.
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OpenAI’s new Operator AI agent can do things on the web for you (The Verge)We Tried OpenAI’s New Agent—Here’s What We Found (Every)Trump staff ‘furious’ after Musk trashes AI project (Politico)Stargate artificial intelligence project to exclusively serve OpenAI (FT)Trump signs executive order promoting crypto, paving way for digital asset stockpile (CNBC)Mark Zuckerberg's Post (Facebook)Weekend Longreads Suggestions:
As Netflix stock surges, an ‘anti-ESPN’ sports strategy emerges (The Athletic)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Ok, that whole AI datacenter joint venture thing seems to have gotten messy. A ByteDance board member thinks TikTok might have a way out without selling. Netflix rakes in a bunch of Oscar nominations. And humanity’s final exam has been formulated to see when AI has actually graduated to true intelligence.
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OpenAI, SoftBank Each Commit $19 Billion to Stargate Data Center Venture (The Information)OpenAI’s Stargate Deal Heralds Shift Away From Microsoft (WSJ)TikTok’s parent company is in active discussions about a deal, board member says (CNN)Co-founder of French Crypto Startup Freed After Kidnapping (Bloomberg)Subaru Security Flaws Exposed Its System for Tracking Millions of Cars (Wired)Oscar Nomination Scorecard: Netflix Leads Among Studios With 16, A24 Close Behind With 14 (Variety)When A.I. Passes This Test, Look Out (NyTimes)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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