Nvidia and AMD are paying the US government 15% of revenue to sell AI chips to China. Remember how with GPT-5, they took away the old models? Well, the old models are back. Some critical analysis of …
I spoke with the great Paul Kedrosky to discuss the significant impact of AI capital expenditure (CapEx) on the economy, exploring how it contributes to GDP growth and the implications of this spendi…
Tracking the fallout and implications from GPT-5’s rollout yesterday. Why is Google’s AI chatbot filled with self-loathing and recrimination? Are President Trump’s comments just the latest worry for …
All the news around the big unveiling of GPT-5. President Trump calls on the CEO of Intel to “resign immediately.” Also, the threat of 100% tariffs on chips and semiconductors. But Apple gets a pass …
Disney is making big streaming moves with the new ESPN app and a revamp to Hulu. Then, it’s all basically AI announces. OpenAI’s new open-weight models. Grok’s new spiciness is already generating nud…
TSMC has fired employees for allegedly attempting to pilfer information on their 2nm tech. Figma could have raised more money in its IPO but chose not to. Creating entire video game worlds with just …
Robotaxies are coming to Europe. Apple wants Answers. Literally. The AI researcher who turned down a billion and a half dollars. How the vibe seems to have definitively shifted in Silicon Valley. And…
Well, it looks like Tech IPO’s might be back on the menu because Figma’s first day pop was like the good old days. Anthropic seems to be getting traction, OpenAI raises again. Earnings from Apple and…
Microsoft and Meta earnings suggest AI is paying off so far, at least for the big guys. Has OpenAI’s revenues tripled so far in 2025? Devs are using AI more than ever, but that doesn’t mean they trus…
Age verification for web users is sweeping the globe. ChatGPT debuts a study mode for students. What, exactly is Zuckerberg trying to achieve by hiring everyone in AI? Maybe Cohere is the real dark h…
Sony says Tencent has ripped off one of their biggest games. Microsoft wants to get ahead of the whole AI browser thing. Are rate limits coming for AI usage as some people are using AI too much? Waym…
Samsung’s foundry business gets a shot in the arm from Tesla. Zuck’s hiring spree nabs a Chat GPT creator. Anthropic is raising and leveling up in a big way. And no sooner did the hot new dating app …
Could Intel exit the high-end chip game entirely? Why are public companies loading up on crypto? GPT-5 is probably coming in a matter of weeks. What if it’s actually AI jobpocalypse… not now? And in …
The White House has rolled out its big AI Action Plan. Google reported earnings but really wanted you to know about consumer adoption of its AI. A new Kindle Colorsoft. TMobile’s Starlink service is …
Don’t sleep on that SharePoint exploit from earlier this week as it seems to have led to a ton of still active breaches. Apple has a new insurance plan for you. Elon wants even more money for xAI. Th…
Well, just like that, AI’s winning the Math Olympiad is commonplace. Is Stargate struggling to get off the ground, or is Sam Altman just going to do Stargate on his own without Masa Son? The AI compa…
Serious zero-day has been uncovered that is affecting everybody all around the world. There is a patch tho. Mark Gurman dishes on the foldable iPhone. TSMC joins the Trillion-Dollar-Club. If you’re a…
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OpenAI has a new agent that can control your entire computer. You might soon be able to put crypto in your 401k. Why is Apple suing a prominent YouTuber? And in the Weekend Longreads, the one article…
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 Mic…
00:20:11 |
Thu 17 Jul 2025
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