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Wed. 04/10 – A Bunch Of Datapoints Apr 10, 2024

Show notes

More AI announces from Google. More hints on how Apple will bring AI to iPhones. And a bunch of interesting datapoints: how much Apple has moved away from manufacturing in China, how much money TikTok’s parent company is making, are kids warming up to VR and are alternative browsers benefitting from the DMA?

Links:

Google Launches Coding AIs That Could Rival Microsoft's Github Copilot (PCMag)
Apple's new AI model could help Siri see how iOS apps work (AppleInsider)
Apple’s India iPhone Output Hits $14 Billion in China Shift (Bloomberg)
ByteDance Profit Jumps 60%, Taking It Past Archrival Tencent (Bloomberg)
Exclusive: EU's new tech laws are working; small browsers gain market share (Reuters)
Survey shows that teenagers are using more VR devices in the US (9to5Mac)
Kobo announces its first color e-readers (The Verge)

Tue. 04/09 – Google’s New AI Chips Apr 09, 2024

Show notes

Google has a ton of AI announces, including new Arm-based AI chips, utilizing Google search in Gemini, and more. They also released their own Find My network. Microsoft is confident they can release chips that can best Apple Silicon. And maybe OpenAI DID train on YouTube videos after all. Everybody is desperate for data right now.

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Links:

Google Expands In-House Chip Efforts in Costly AI Battle (WSJ)
Google Shows AI Model Is Enterprise-Ready After Gemini Mishaps (Bloomberg)
Gmail adding voice input, Gemini for Google Chat, Meet ‘Translate for me,’ & more (9to5Google)
Google rolling out Find My Device network for Android (9to5Google)
Microsoft is confident Windows on Arm could finally beat Apple (The Verge)
Spotify launches personalized AI playlists that you can build using prompts (TechCrunch)
How Tech Giants Cut Corners to Harvest Data for A.I. (NYTimes)

(Bonus) David Marcus And Lightspark Apr 08, 2024

Show notes

David Marcus comes on the pod to discuss what he's been working on since leaving Meta. Specificially: Lightspark, and efforts to expand the Lighting Network and bitcoin.

Fri. 04/05 – Apple Layoffs! Apr 05, 2024

Show notes

Apple joins the tech layoff club. Microsoft warns China is planning to disrupt elections using AI. Disney+ is joining Netflix in cracking down on password sharing. How much is the going rate to buy pictures or videos to train AI models on? And, of course, the Weekend Longreads suggestions.

Links:

Apple Cut at Least 600 Workers When Car, Screen Projects Stopped (Bloomberg)
China will use AI to disrupt elections in the US, South Korea and India, Microsoft warns (The Guardian)
Disney+ will crack down on password sharing in June (CNN)
Inside Big Tech's underground race to buy AI training data (Reuters)
YouTube Says OpenAI Training Sora With Its Videos Would Break Rules (Bloomberg)

Weekend Longreads Suggestions:

How One Tech Skeptic Decided A.I. Might Benefit the Middle Class (NYTimes)
How WhatsApp became the world’s default communication app (Engadget)
The 18 most interesting startups from YC’s Demo Day show we’re in an AI bubble (TechCrunch)
YC’s latest Demo Day shows fascinating wagers on healthcare, chip design, AI and more (TechCrunch)

Thu. 04/04 – How About A TRUE iRobot? Apr 04, 2024

Show notes

Is Apple pivoting to home robotics now that the Apple Car project is dead? Is Google about to pivot to subscription based search? Why is X handing back blue checkmarks whether people want them or not? Why Amazon merchants are upset over return scams. And why the band Kiss might live forever.

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Links:

Wed. 04/03 – Quantum Computing Breakthrough? Apr 03, 2024

Show notes

Have we just had a major breakthrough in Quantum Computing? The earthquake in Taiwan might lead to some chip issues. We don’t quite know yet. Amazon is retooling it’s Just Walk Out technology. Venture capitalists are having a hard time raising money. And in the last segment of the show, I actually break some news about Coinbase.

Links:

Microsoft and Quantinuum say they’ve ushered in the next era of quantum computing (TechCrunch)
AI-generated songs are getting longer, not necessarily better (The Verge)
Top musicians among hundreds warning against replacing human artists with AI (Axios)
TSMC Facilities to Resume Production Overnight After Quake (Bloomberg)
Amazon’s Grocery Stores to Drop Just Walk Out Checkout Tech (The Information)
Venture capital reckons with the end of ‘megafund’ era (Financial Times)

YouTube Of Our Interview With David Marcus

Tue. 04/02 – Amazon To Enter The AI Group Chat Apr 02, 2024

Show notes

Big trove of AT&T customer data dumped online. Microsoft is unbundling Teams. Amazon is readying its own big LLM. We should probably assume Section 230 does not cover AI. And what do you name an AI supercomputer? Stargate, apparently.

Links:

AT&T resets account passcodes after millions of customer records leak online (TechCrunch)
Exclusive: Microsoft to separate Teams and Office globally amid antitrust scrutiny (Reuters)
Amazon scrambles for its place in the AI race (The Verge)
Gen-AI Search Engine Perplexity Has a Plan to Sell Ads (Adweek)
The AI Industry Is Steaming Toward A Legal Iceberg (WSJ)
Microsoft and OpenAI Plot $100 Billion Stargate AI Supercomputer (The Information)

(Bonus) Nat Friedman Interview Apr 01, 2024

Show notes

What prolific AI investor Nat Friedman expects from GPT-5, Microsoft's general strategy in AI, how he invests in startups, and his background an philosophy when it comes to investing.

Fri. 03/29 – SBF To The Hoosegow Mar 29, 2024

Show notes

SBF gets 25 years. X is maybe about to NSFW. Apple’s new OLED iPads should be coming in May. I can’t cram another acronym in here to tell you about Apple suing an employee for leaking. And, of course, the WLS… Weekend Longreads Suggestions.

Links:

Weekend Longreads Suggestions:

How We’ll Reach a 1 Trillion Transistor GPU (IEEE Spectrum)
How Jesse Plemons Came to Star in, Well, Pretty Much Everything (Texas Monthly)

Thu. 03/28 – Claude 3 Opus Surpasses GPT-4 For The First Time Mar 28, 2024

Show notes

There’s a new king of the AI hill as Anthropic bests OpenAI for the first time. Amazon invests more in Anthropic and is investing a TON more in datacenters. Is that GPT sort of App Store not exactly catching fire? A big acquisition in gaming. And the tiny Caribbean island nation that is one of the biggest winners of the AI moment so far.

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