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  • As I said on that bonus episode with Alex Kantrowitz, the research side of OpenAI isn’t happy, and they’re starting to speak out. More details on AI at WWDC next week. More price hikes in digital media. Palmer Luckey can’t stop; won’t stop. And how CoreWeave became one of the biggest winners of the AI era.

    Links:

    OpenAI Insiders Warn of a ‘Reckless’ Race for Dominance (NYTimes)Apple Made Once-Unlikely Deal With Sam Altman to Catch Up in AI (Bloomberg)Twitch is raising US subscription prices for the first time (Engadget)Quest v66 Update "Significantly" Reduces Quest 3 Passthrough Distortion & Warping (UploadVR)How an upstart is using its Nvidia ties to challenge cloud computing giants (Financial Times)

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  • More headlines from Computex. More layoffs at Microsoft, but why? Instagram is copying YouTube’s unskippable ads. Why Samsung is pre-emptively suing Oura. And Palmer Lucky is personally bankrolling a modern-day Gameboy.

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    Links:

    Intel CEO Takes Aim at Nvidia in Fight for AI Chip Dominance (Bloomberg)E*Trade Considers Kicking Meme-Stock Leader Keith Gill Off Platform (WSJ)Microsoft is laying off hundreds in its Azure cloud business, sources say (BusinessInsider)Microsoft cuts jobs in Azure, HoloLens, and other units in latest move to control costs (GeekWire)Instagram confirms test of ‘unskippable’ ads (TechCrunch)Samsung sues Oura preemptively to block smart ring patent claims (The Verge)Palmer Luckey is now selling pixel-perfect ultrabright magnesium Game Boys for $199 (The Verge)

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  • Computex brings a slew of announcements from AMD and Nvidia, including an AI bot to help you with your gaming. Another price hike from Spotify. Perplexity launches Pages. X is now officially NSFW. And a look at Sam Altman’s investment portfolio.

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    Links:

    Nvidia’s G-Assist is an AI chatbot that guides you through games and optimizes your PC (The Verge)Spotify is increasing US prices again (The Verge)Perplexity will research and write reports (The Verge)X tweaks rules to formally allow adult content (TechCrunch)The Opaque Investment Empire Making OpenAI’s Sam Altman Rich (WSJ)

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  • OpenAI Teases GPT-5, Musk Raises $6B for xAI, Loneliness in Remote Work Era.

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  • OpenAI has a new “affordable” version of ChatGPT for universities and schools. They also are planning to get back into robotics in a big way. Behind the scenes, TikTok is forking its algorithm just in case. Why doesn’t Apple just euthanize the Siri brand? And, of course, the Weekend Longreads Suggestions.

    Links:

    OpenAI has a has a new version of ChatGPT just for universities (Engadget)OpenAI Is Rebooting Its Robotics Team (Forbes)OpenAI finds Russian and Chinese groups used its tech for propaganda campaigns (Washington Post)Apple Plans AI-Based Siri Overhaul to Control Individual App Functions (Bloomberg)Exclusive: TikTok preparing a US copy of the app’s core algorithm, sources say (Reuters)Spotify offers Car Thing refunds as it faces lawsuit over bricking the streaming device (TechCrunch)

    Weekend Longreads Suggestions:

    Disney Is Banking On Sequels to Help Get Pixar Back on Track (Bloomberg Businessweek)They Built a $100 Million Watch Empire. Then the Market Tanked. (WSJ)The Creator Of ‘Magic: The Gathering’ Knows Exactly Where It All Went Wrong (Defector)

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  • Global authorities take down what they say is the biggest botnet of all time. More big AI deals for big media. More on the delicate dance between OpenAI and Microsoft. Why aren’t there more smartwatches for tweens? And the AR laptop that might give the Apple Vision Pro a run for its money.

    Links:

    US dismantles 911 S5 botnet used for cyberattacks, arrests admin (BleepingComputer)Exclusive: The Atlantic, Vox Media ink licensing, product deals with OpenAI (Axios)OpenAI CEO Cements Control as He Secures Apple Deal (The Information)Internal divisions linger at OpenAI after November’s attempted coup (Financial Times)Amazon to Expand US Drone Service After Getting Regulator’s Nod (Bloomberg)Apple Signals That It’s Working on TV+ App for Android Phones (Bloomberg)Google announces Fitbit Ace LTE for kids with Wear OS, Pixel Watch 2 specs (9to5Google)The Spacetop G1 Arrives This Fall. We Try the AR Laptop With No Screen (Wired)

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  • A big leak at Google might be the tech equivalent of the secret formula for Coca-Cola being revealed for the first time. The ex-OpenAI board members are starting to explain why they tried to fire Sam Altman. Did the Biden administration pass on TikTok’s concessions to avoid a ban? And remember delivery apps? How they doin’ these days?

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    Links:

    An Anonymous Source Shared Thousands of Leaked Google Search API Documents with Me; Everyone in SEO Should See Them (SparkToro.com)Ex-OpenAI Director Says Board Learned of ChatGPT Launch on Twitter (Bloomberg)Anthropic hires former OpenAI safety lead to head up new team (TechCrunch)YouTube’s free games catalog ‘Playables’ rolls out to all users (TechCrunch)How the U.S. ignored a chance to make TikTok safer (Washington Post)Food delivery apps rack up $20bn in losses in fierce battle for diners (Financial Times)

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  • We have a rough timeline of when we can expect GPT5 and it looks like it won’t be this summer. xAI has a big raise. Another in-depth look at Apple’s AI strategy. The surprising old school companies getting boosted by the AI boom. And more data on how popular ad-supported streaming is becoming.

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    Links:

    OpenAI Says It Has Begun Training a New Flagship A.I. Model (NYTimes)Elon Musk’s xAI raises $6 billion to fund its race against ChatGPT and all the rest (The Verge)Apple Bets That Its Giant User Base Will Help It Win in AI (Bloomberg)Google adds AI-powered features to Chromebook (TechCrunch)The future of financial analysis: How GPT-4 is disrupting the industry, according to new research (VentureBeat)AI Is Driving ‘the Next Industrial Revolution.’ Wall Street Is Cashing In. (WSJ)What Happened to Our Ad-Free TV? (NYTimes)

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  • Out of nowhere, the SEC has approved spot ETFs for ether. Spotify is killing its Car Thing. Google’s AI Overview is giving crazy answers all over the place. But Meta already wants to charge more for their AI bots. And, of course, the Weekend Longreads Suggestions.

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    Miro.com

    Links:

    US SEC approves exchange applications to list spot ether ETFs (Reuters)Spotify is going to break every Car Thing gadget it ever sold (The Verge)Google's AI search feature suggested using glue to keep cheese sticking to a pizza (Business Insider)Save $200+ on your upgrade to The Information Pro (The Information)The Daylight DC1 is a $729 attempt to build a calmer computer (The Verge)

    Weekend Longreads Suggestions:

    VCs and the military are fueling self-driving startups that don’t need roads (TechCrunch)Two students find security bug that could let millions do laundry for free (The Verge)

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  • Nvidia’s earnings are still historic, but what could upset their apple cart? A few things, actually. I think we know the truth or at least the timeline of JohanssonGate. Big new media deal for OpenAI. Likes are going private on X. And would you clone your voice to answer the phone on your behalf?

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    Links:

    Nvidia shares pass $1,000 for first time on AI-driven sales surge (CNBC)Nvidia’s Business Is Booming. Here’s What Could Slow It Down. (WSJ)OpenAI didn’t copy Scarlett Johansson’s voice for ChatGPT, records show (Washington Post)OpenAI, WSJ Owner News Corp Strike Content Deal Valued at Over $250 Million (WSJ)Crypto Lobby Wins: House Passes FIT21 as Democrats Deride Historic Regulatory Framework (Decrypt)Elon Musk Wants to Make X's Likes Private to Hide Your Favorite 'Edgy' Content (Gizmodo)Truecaller and Microsoft will let users make an AI voice to answer calls (The Verge)

    The story about my wife's theater project (NYTimes)

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  • All the AI announcements from Microsoft Build. I know it’s only been a minute, but is Humane already circling the Deadpool? They’re supposedly shopping themselves, but at a valuation that seems
 shall we say, on brand for them? Don’t forget Alexa needs an AI upgrade. And the efforts to peek inside the black box that is the Large Language Model.

    Links:

    Microsoft’s new Copilot AI agents act like virtual employees to automate tasks (The Verge)Microsoft is bringing ‘Windows Volumetric Apps’ to Meta Quest headsets (The Verge)Wearable AI Startup Humane Explores Potential Sale, Sources Say (Bloomberg)Google Search’s New AI Overviews Will Soon Have Ads (Wired)Amazon plans to give Alexa an AI overhaul — and a monthly subscription price (CNBC)AI Is a Black Box. Anthropic Figured Out a Way to Look Inside (Wired)

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  • There are only 2 stories today, but they’re big ones. First, at an event yesterday, Microsoft showed off what they want the PC to look like in the AI era. Plus, this Recall app is super interesting. Then, look, it’s the Scarlett Johansson/OpenAI thing. It’s gotten weird. And more importantly, it’s continuing to highlight how OpenAI itself is
 weird.

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    Links:

    The new, faster Surface Pro is Microsoft’s all-purpose AI PC (The Verge)Microsoft announces an Arm-powered Surface Laptop (The Verge)Microsoft unveils Copilot+ PCs with generative AI capabilities baked in (Engadget)Recall is Microsoft’s key to unlocking the future of PCs (The Verge)Scarlett Johansson says she was 'shocked, angered' when she heard OpenAI's voice that sounded like her (NBCNews)Midler v. Ford Motor Co. (Wikipedia)

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  • No, that ChatGPT voice is not Scarlett Johansson, stop asking. In fact, that voice is going away. What does it mean if OpenAI’s entire superalignment team has gone away? Is Apple News+ the partner publishers have been waiting for? And if you want to be a digital nomad, you’ve got a lot of options these days.

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    Links:

    OpenAI to Pull Johansson Soundalike Sky’s Voice From ChatGPT (Bloomberg)What We Lose When ChatGPT Sounds Like Scarlett Johansson (NYTimes)Apple Needs to Evolve to Compete in the Artificial Intelligence Era (Bloomberg)OpenAI’s Long-Term AI Risk Team Has Disbanded (Wired)As clicks dry up for news sites, could Apple’s news app be a lifeline? (Semafor)Countries wooing corporate digital nomads hope to make them stay (FT)

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  • As telegraphed for the last year, Reddit is going all in on being an all you can eat buffet for AI companies. Will new batteries give iPhones longer battery life like I want, or will they just make the phones thinner? A subtle but important improvement to ChatGPT and in the Longreads, a deep dive into what happened at Cruise.

    Links:

    OpenAI strikes deal to bring Reddit content to ChatGPT (Reuters)OpenAI strikes Reddit deal to train its AI on your posts (The Verge)Grand Theft Auto VI is launching in fall 2025 (The Verge)iPhone 16 Pro Max to get new battery that could last longer (AppleInsider)ChatGPT now lets you import files directly from Google Drive, Microsoft OneDrive (VentureBeat)Twitter is officially X.com now (The Verge)

    Weekend Longreads Suggestions:

    In a single night, self-driving startup Cruise went from sizzling startup to cautionary tale. Here’s what really happened—and how GM is scrambling to save its $10B bet (Fortune)How cuddly robots could change dementia care (MIT Technology Review)Where Did All The Stocks Go? (Sherwood)

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  • Some AI companies want to go after web search. But by hiring an Instagram founder, is Anthropic going in a social or app direction? Will AI kill the carbon neutral ambitions of the major tech players? Will tech companies now have to onshore EMPLOYEES from China? And Netflix with ads? Definitely working.

    Links:

    EU launches probe into Meta over social media addiction in children (Financial Times)Instagram’s co-founder is Anthropic’s new chief product officer (The Verge)Android will be able to detect if your phone has been snatched (The Verge)Microsoft’s AI Push Imperils Climate Goal as Carbon Emissions Jump 30% (Bloomberg)Microsoft Asks Hundreds of China-Based AI Staff to Consider Relocating Amid U.S.-China Tensions (WSJ)Stability AI, Facing Cash Crunch, Discusses Sale (The Information)Netflix ad-supported tier has 40 million monthly users, nearly double previous count (CNBC)

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  • All the announces from Google’s massive I/O event yesterday, including, yes, generative AI summaries are fully coming to Google Search. Plus, the camera-based AI system they teased that looks really cool. Ilya Sutskever officially leaves OpenAI. And is crypto the only place left where you can raise a billion-dollar seed round?

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    Links:

    Google rolls out AI Overviews in US with more countries coming soon (SearchEngineLand)Can Google Give A.I. Answers Without Breaking the Web? (NYTimes)Google's Project Astra uses your phone's camera and AI to find noise makers, misplaced items and more. (Engadget)OpenAI co-founder Ilya Sutskever says he will leave the startup (CNBC)TikTok creators sue U.S. government over potential ban (Washington Post)Humanity Protocol Becomes Crypto’s New Digital Identity Unicorn (Bloomberg)

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  • OpenAI unveils GPT-4o which makes Siri look like the technical cul-de-sac it very much is. But what does it mean that this was NOT GPT-5? What does it mean for the gaming industry that the PS5 might be underperforming? More streaming bundles. And the 2024 iPad refresh reviews.

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    Links:

    OpenAI debuts GPT-4o ‘omni’ model now powering ChatGPT (TechCrunch)OpenAI debuts new model with enhanced real-time voice abilities (Axios)Tom Warren's PS5 sales TweetComcast to Launch Peacock, Netflix and Apple TV+ Bundle at a ‘Vastly Reduced Price’ (Variety)The new Apple iPad Air is great — but it’s not the one to get (The Verge)Apple iPad Pro (2024) review: the best kind of overkill (The Verge)

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  • Well, looks like my worries about solar weather being a threat to technology wasn’t just in my head. Ask farmers. Squarespace to go private. Raspberry Pi to go public? Waymo is setting some impressive records. And the new type of deal Apple and the other streamers want to offer Hollywood.

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    Links:

    Solar Storm Knocks Out Farmers' Tractor GPS Systems During Peak Planting Season (404Media)Website-design firm Squarespace to go private in $6.9 billion deal with Permira (Reuters)British tech firm Raspberry Pi lines up ÂŁ500m float (The Times)Microsoft set to face EU competition charges over Teams software (Financial Times)Google’s Waymo Crosses 50,000 Paid Driverless Rides Per Week (The Information)Apple Nears Deal With OpenAI to Put ChatGPT on iPhone (Bloomberg)Apple, Netflix Amazon Want to Change How They Pay Hollywood Stars (Bloomberg)

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  • Well that was fast. Apple apologized for the “Crush” Ad, saying they missed the mark on that one. Microsoft is launching a mobile game app store. Elevenlabs is getting into the music generating game. And of course, the Weekend Longreads Suggestions.

    Links:

    Apple apologizes for iPad ‘Crush’ ad that ‘missed the mark’ (The Verge)Apple doesn’t understand why you use technology (The Verge)Microsoft Plans Mobile-Game Store, Vying With Apple, Google (Bloomberg)Apple to Power AI Tools With In-House Server Chips This Year (Bloomberg)ElevenLabs previews music-generating AI model (VentureBeat)

    Weekend Longreads Suggestions:

    Tim Cook Can’t Run Apple Forever. Who’s Next? (Bloomberg)World’s Biggest Construction Project Gets a Reality Check (WSJ)

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  • AlphaFold 3 is a new AI model to predict interactions and structures of proteins, the better to cure diseases and create medicine with. More cuts in Microsoft gaming. The community backlash erupting over at Stack Overflow. And that really weirdly tone deaf Apple commercial that has everyone so upset.

    Links:

    Google DeepMind unveils AI model for living cells (FT)Microsoft’s Xbox Is Planning More Cuts After Studio Closings (Bloomberg)Stack Overflow bans users en masse for rebelling against OpenAI partnership — users banned for deleting answers to prevent them being used to train ChatGPT (TomsHardware)Alphabet Progressing in Talks to Buy HubSpot, Sources Say (Bloomberg)That Weird Apple Ad "Crush!"

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