Episódios
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Catching you up on a bunch of other Microsoft announcements we missed yesterday. Is Nvidia trying to break open the black box of AI? It’s absolutely wild that there’s still no viable YouTube app for the Vision Pro. And we were worried about disruption to the semiconductor industry if a typhoon hit Taiwan, but it turns out, a hurricane hitting North Carolina can be bad too.
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Microsoft is using AI to improve Windows search (The Verge)Microsoft starts paying publishers for content surfaced by Copilot (TechCrunch)Telegram CEO Downplays Service Term Changes Amid French Probe (Bloomberg)Nvidia just dropped a bombshell: Its new AI model is open, massive, and ready to rival GPT-4 (VentureBeat)Threads users can now see who follows them from other fediverse servers (TechCrunch)Christian Selig’s unofficial YouTube app for the Vision Pro just got taken down (The Verge)Hurricane Helene Will Send Shockwaves Through the Semiconductor Industry (Wired)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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Do we have the first IPO of the AI era? Do we have the first AI model beyond the transformer architecture? Microsoft has a bunch of new AI tools inside Windows. We try to explain that whole controversy around PearAI. And what about that NotebookLM feature that lets you create a two-hander podcast out of any text.
Links:
AI chipmaker Cerebras files for IPO to take on Nvidia (CNBC)MIT spinoff Liquid debuts non-transformer AI models and they’re already state-of-the-art (VentureBeat)Microsoft Copilot can now read your screen, think deeply, and speak aloud to you (TechCrunch)Oura Nears $500 Million in Annual Revenue and Readies New Ring (Bloomberg)Y Combinator is being criticized after it backed an AI startup that admits it basically cloned another AI startup (TechCrunch)NotebookLM’s automatically generated podcasts are surprisingly effective (Simon Willison's Blog)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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Estão a faltar episódios?
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That controversial AI bill in California has been vetoed by Governor Newsom. Is even Apple now thinking that its Vision Pro strategy might need a rethink? What really is OpenAI’s situation right now, and this time I’m talking money-wise? And the strange resurrection of the point and shoot camera.
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California’s Gavin Newsom Vetoes Controversial AI Safety Bill (WSJ)California Passes Law Protecting Consumer Brain Data (NYTimes)Meta’s New Headsets Show Apple Has Lost Its Way With the Vision Pro (Bloomberg)OpenAI’s Complex Path to Becoming a For-Profit Company (WSJ)Songs by Adele, Bob Dylan, Green Day, Many More Blocked by YouTube in Legal Dispute (Variety)This Camera Went Viral Two Years Ago. You Still Can’t Buy One (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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Founder Mode? Not for me, says Sam Altman, but we will see. A few new gadgets from Samsung. Maybe ARM should buy Intel. Are AI startups hitting revenue traction faster than SaaS startups did? And, of course, the Weekend Longreads Suggestions.
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Sam Altman tells OpenAI staff there’s no plan for him to receive a ‘giant equity stake’ in company (CNBC)Samsung Galaxy S24 FE goes official starting at $649 – is it still a ‘Fan Edition?’ (9to5Google)Arm Is Rebuffed by Intel After Inquiring About Buying Product Unit (Bloomberg)Exponential growth brews 1 million AI models on Hugging Face (ArsTechnica)AI start-ups generate money faster than past hyped tech companies (FT)Weekend Longreads Suggestions:
McDonald’s touchscreen kiosks were feared as job killers. Instead, something surprising happened (CNN)Apple Rolls Back Its Big Plans to Release Movies in Theaters (Bloomberg)The 27-Year-Old Economic Adviser for Gen Z (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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There’s only two stories really. If you can believe it, more executive departures at OpenAI, as it looks like they’re serious about going for profit. And yes, Meta announced a new Quest headset, but the real headlines are the Orion smartglasses, which you can’t actually buy. What? I’ll explain.
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OpenAI considering restructuring to for-profit, CTO Mira Murati and two top research execs depart (CNBC)Exclusive: OpenAI to remove non-profit control and give Sam Altman equity (Reuters)Meta’s cheaper Quest 3S might just be an upgrade (The Verge)A Few Brief Thoughts on Meta Connect 2024 (Daring Fireball)Meta pitches VR to mobile developers with new support for Android apps on Quest (TechCrunch)Meta’s big tease (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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Caroline Ellison benefits from being cooperative. Has your company unknowingly hired remote workers from North Korea? What is going on with this WordPress back and forth? Why OpenAI has to let people look at their training data. And why is everyone upset at Marquess Brownlee?
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Caroline Ellison sentenced to two years in prison for her role in FTX scandal (Axios)Dozens of Fortune 100 companies have unwittingly hired North Korean IT workers, according to report (The Record)The DOJ sues Visa for locking out rival payment platforms (The Verge)Automattic sends WP Engine its own cease-and-desist over WordPress trademark infringement (TechCrunch)OpenAI Training Data to Be Inspected in Authors’ Copyright Cases (The Hollywood Reporter)Marques Brownlee says ‘I hear you’ after fans criticize his new wallpaper app (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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Sam Altman has a manifesto. Kinda. Telegram is beginning to walk things back a bit. Cloudflare wants to help you block the AI bots. New streaming device from Roku. And I guess TikTok can’t win at everything.
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The Intelligence Age (Sam Altman)Sam Altman catapults past founder mode into ‘god mode’ with latest AI post (TechCrunch)OpenAI CEO: We may have AI superintelligence in “a few thousand days” (ArsTechnica)Some Kaspersky customers receive surprise forced-update to new antivirus software (TechCrunch)Telegram CEO Durov Says App to Provide More Data to Governments (Bloomberg)New Cloudflare Tools Let Sites Detect and Block AI Bots for Free (Wired)The new Roku Ultra is faster, has better Wi-Fi, and comes with a backlit remote (The Verge)Spotify’s AI playlist builder is now available in the US (The Verge)TikTok to Shut Down its Music Streaming Business in November (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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Qualcomm as a white knight to save Intel? A huge bitcoin heist gets busted for the usual reasons. What if the US bans imports of all cars from China? And why can’t US car makers keep up when it comes, simply, to software?
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Qualcomm Approached Intel About a Takeover in Recent Days (WSJ)Intel Gets Multibillion-Dollar Apollo Offer as Qualcomm Circles (Bloomberg)Chip Giants TSMC and Samsung Discuss Building Middle Eastern Megafactories (WSJ)Suspects behind $230 million cryptocurrency theft arrested in Miami (BleepingComputer)US proposes banning Chinese software and components in vehicles (FT)Israel’s Pager Attacks Have Changed the World (NYTimes)Toyota and VW fall further behind in the software race (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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You might want to hold off on updating to macOS 15 Sequoia. What, exactly, is Europe trying to get Apple to do? The AI energy crunch means they’re turning Three Mile Island back on. Could AI usage mean we use up all our 5G capacity? And, of course, the Weekend Longreads Suggestions.
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Apple’s new macOS Sequoia update is breaking some cybersecurity tools (TechCrunch)EU to tell Apple how to do interoperability, DMA style (TechCrunch)Microsoft AI Needs So Much Power It's Restarting Site of US Nuclear Meltdown (Bloomberg)AI is stressing networks out - Nvidia thinks AI can help (Fierce Network)Huawei 'super fans' fuming as left empty handed by $2,800 phone launch (Reuters)Weekend Longreads Suggestions:
American Vulcan - Palmer Luckey (TabletMag)The Death of the Minivan (The Atlantic)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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Looks like they finally got around to suing that Palworld game. Google volunteered to break up some of its businesses but the EU said no. AI is coming to YouTube in a big way. A new social media platform that is ENTIRELY AI. And Amazon wants to get into the Shark Tank business.
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Nintendo and Pokémon are suing Palworld maker Pocketpair (The Verge)Exclusive: Google offered to sell part of ad tech business, not enough for EU publishers (Reuters)YouTube will use AI to generate ideas, titles, and even full videos (The Verge)Apple Gets EU Warning to Open Up iPhone Operating System (Bloomberg)Musk's satellites 'blocking' view of the universe (BBC)SocialAI offers a Twitter-like diary where AI bots respond to your posts (TechCrunch)Amazon’s New ‘Shark Tank’-Style Show Gives Winners Top Billing in Its Store (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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Messages between Android and iOS are about to be encrypted. A new XR headset from HTC and new Spectacles from Snap. A big movie studio has signed up to use AI. Neuralink has implants for blindness. And why I’m kinda NOT gonna do a review roundup of the new iPhones.
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RCS texts on the iPhone aren’t encrypted now, but that could change (The Verge)Here’s how green bubbles are getting upgraded in iOS (The Verge)HTC Vive's Focus Vision is a $999 stab at high-end VR and mixed reality (Engadget)Snap’s new Spectacles inch closer to compelling AR (The Verge)Instagram, Facing Pressure Over Child Safety Online, Unveils Sweeping Changes (NYTimes)Lionsgate, Studio Behind ‘John Wick,’ Signs Deal With AI Startup Runway (WSJ)Musk's Neuralink gets FDA's breakthrough device tag for 'Blindsight' implant (Reuters)Apple iPhone 16 Pro review: small camera update, big difference (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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Intel announces a bunch of ways its hoping to turn its business around sooner rather than later. Is OpenAI about to have its chat bots query you? The whole TikTok divestment case is coming to a head right now. And speaking of turn arounds, darn if Netflix didn’t pull ITS turnaround off perfectly. Hollywood, not so much.
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Intel stock jumps on plan to turn foundry business into subsidiary and allow for outside funding (CNBC)Intel to Make Custom AI Chip for Amazon, Delay German Plant (Bloomberg)EssilorLuxottica extends smart glasses partnership with Meta (Reuters)OpenAI Says It's Fixed Issue Where ChatGPT Appeared to Be Messaging Users Unprompted (Futurism)TikTok is about to get its day in court (The Verge)Judges Show Some Skepticism of TikTok’s Fight Against Potential U.S. Ban (NYTimes)How Netflix won the streaming wars (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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A bunch of Apple stories today. FDA approval for sleep apnea detection for the watch. Signs of poor pre-order sales for the phone. And a quick review of the new Airpods. Also, how did Intel lose out on making the chips for the next gen Playstation. And are dating apps responsible for income inequality?
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Apple Watch sleep apnea detection gets FDA approval (TechCrunch)iPhone 16 first weekend pre-order analysis: estimated total sales of about 37 million units; Pro series demand lower than expected (Ming-Chi Kuo)France picks Sejourne as nominee for EU Commission after Breton clash (Reuters)Slack now lets users add AI agents from Asana, Cohere, Adobe, Workday and more (VentureBeat)Exclusive: How Intel lost the Sony PlayStation business (Reuters)Apple AirPods 4 review: defying expectations (The Verge)Online Dating Caused a Rise in US Income Inequality, Research Paper Shows (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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The first of the Strawberry models is here. YC plans to have four cohorts a year, but each one is getting smaller. Waymo is already ready to expand to more pretty big markets. And in the long reads, a deep dive look into the options Intel has at this point in time.
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OpenAI releases o1, its first model with ‘reasoning’ abilities (The Verge)Notes on OpenAI’s new o1 chain-of-thought models (Simon Willison's Weblog)OpenAI's new models 'instrumentally faked alignment' (TransformerNews)Apple AirPods Pro granted FDA approval to serve as hearing aids (TechCrunch)Silicon Valley’s Y Combinator to Double Number of Cohorts Per Year (Bloomberg)Weekend Longreads Suggestions:
Intel Has Only Tough Options After Its Long and Stinging Fall From Grace (Bloomberg)Link to the twitter poll about ads
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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As expected, OpenAI is in talks for a new capital raise at a $150B valuation. More layoffs in Microsoft’s gaming division. More holes poked in our creaking internet infrastructure. The tiny SpaceX competitor who’s stock has been soaring lately. And a look at what Apple’s recent AirPods announcement could do to the hearing aid industry.
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OpenAI Fundraising Set to Vault Startup’s Valuation to $150 Billion (Bloomberg)The AI Spending Spree, in Charts (WSJ)Microsoft Lays Off Another 650 Staff From Its Video Game Workforce, Xbox Boss Phil Spencer Sends Memo to Staff (IGN)Rogue WHOIS server gives researcher superpowers no one should ever have (ArsTechnica)Adam Neumann’s Climate Company Is Issuing Refunds After Failing To Launch Crypto Token (Forbes)SpaceX’s Tiny Rival Soars 1,300%. Now Comes the Satellite Launch (Bloomberg)Apple turning AirPods into hearing aids underscores effort to crack massive health market (CNBC)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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Mistral goes multimodal for the first time. Meta admits to scraping the data of every adult Australian. The details on the new PS5 Pro. Wouldn’t it be wild if, through stablecoins, crypto BECOMES the banking system instead of replacing it. And a weird mystery in AI land.
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Mistral releases Pixtral 12B, its first multimodal model (TechCrunch)Facebook admits to scraping every Australian adult user's public photos and posts to train AI, with no opt-out option (ABC News)The $700 PS5 Pro doesn’t come with a disc drive (The Verge)Exclusive Hands-On: I Played Sony's All-New PS5 Pro (CNET)Americans used record 100 trillion megabytes of wireless data in 2023 (Reuters)Payments in Singapore With Stablecoins Rise to Almost $1 Billion (Bloomberg)Reflection 70B model maker breaks silence amid fraud accusations (VentureBeat)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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Apple loses its longest standing regulatory battle in the EU. Some drips and drabs from yesterday’s iPhone event. Would a phone you can fold three times be more enticing than a phone that folds two times? And are we about to see that new Strawberry AI model from OpenAI by the end of the month?
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Apple must pay 13 billion euros in back taxes, EU’s top court rules (CNBC)iPhone 16 battery life: How much better is it? (9to5Mac)Huawei launches $2,800 trifold phone hours after Apple debuts iPhone 16 (CNBC)Oracle’s Missteps in Cloud Computing Are Paying Dividends in AI (WSJ)New Details on OpenAI’s Strawberry; Apple’s Siri Makeover; Larry Ellison Doubles Down on Data Centers (The Information)Audible to Start Generating AI Voice Replicas of Select Audiobook Narrators (Bloomberg)JPMorgan Plans to Report Customers Who Exploited TikTok ‘Glitch’ to Authorities (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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All the headlines from today’s iPhone event. It IS interesting the degree to which Elon’s various businesses have potential synergy. The Times digs into the content on Telegram and says, it ain’t pretty. And e-bikes seem to be back. In London, at least, anyway.
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Apple Announces iPhone 16 Pro and iPhone 16 Pro Max with Larger Displays, New Camera Control, and More (MacRumors)Apple announces iPhone 16: camera button, new colors, AI features (9to5Mac)AirPods Pro 2 adds ‘clinical grade’ hearing aid feature (9to5Mac)Musk’s xAI Has Discussed Deal for Share of Future Tesla Revenue (WSJ)How Telegram Became a Playground for Criminals, Extremists and Terrorists (NYTimes)London e-bike boom leads to clashes with councils (Financial Times)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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Pavel Durov speaks, and Telegram blinks, both for the first time since the French arrest. Are XR glasses tethered to smartphones the next big product category? What if your smartphone could cure your vision problems? And in the longreads, if Waymo is about to scale, what, exactly, is the business model, long-term?
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Pavel Durov: Telegram founder says France arrest is ‘misguided’ (The Guardian)Exclusive: Qualcomm explores acquiring pieces of Intel chip-design business (Reuters)Qualcomm says it’s working on mixed reality smart glasses with Samsung and Google (CNBC)Review: Honor Magic V3 (Wired)Exclusive: Honor's latest devices use AI to try to reverse nearsightedness (Android Central)Weekend Longreads Suggestions:
Waymo’s Robot Taxis Are Almost Mainstream. Can They Now Turn a Profit? (NYTimes)When the Bitcoin Scammers Came for Me (The Atlantic)Among the Idlers (Curbed)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 DOJ says it has taken down a big election influence campaign allegedly directed by Russia. The Internet Archive loses a big case. Android 15 is here. And two really interesting new gadgets, one I probably need to buy and one I want to buy but probably won’t.
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Biden administration announces major actions to tackle Russian efforts to influence 2024 election (CNN)The Internet Archive Loses Its Appeal of a Major Copyright Case (Wired)Android 15 will be available on supported Pixel devices in the coming weeks (TechCrunch)DJI Neo hands-on: A powerful and lightweight $200 drone (Engadget)The Remarkable Paper Pro is as outrageous as it is luxurious (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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