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Mon. 09/23 – Qualcomm To Buy Intel? Sep 23, 2024

Show notes

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)

Fri. 09/20 – MacOS 15 Sequoia Is Breaking Things Sep 20, 2024

Show notes

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)

Thu. 09/19 – Pokémon: No! Sep 19, 2024

Show notes

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)

Wed. 09/18 – New Messages, New Headsets Sep 18, 2024

Show notes

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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Links:

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)

Tue. 09/17 – Intel Has A Plan Sep 17, 2024

Show notes

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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Links:

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)

Mon. 09/16 – A Bunch Of Apple Stories Sep 16, 2024

Show notes

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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Links:

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)

Fri. 09/13 – The First Strawberry is o1 Sep 13, 2024

Show notes

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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Links:

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

Thu. 09/12 – OpenAI’s Big New Raise Sep 12, 2024

Show notes

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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Wed. 09/11 – Mistral Goes Multimodel; And An AI Model Mystery Sep 11, 2024

Show notes

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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Promevo.com/techmeme

Links:

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)

Tue. 09/10 – Strawberries In 2 Weeks? Sep 10, 2024

Show notes

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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