Meta's Mark Zuckerberg and Anduril's Palmer Luckey are now teaming up to make virtual reality headsets for defense military training. But the new venture represents a reconciliation between two tech CEOs who had a complicated last decade and speaks to the new alignments taking shape between Silicon Valley and politics.
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Nvidia's Inference Growth Engine 5/29/25
China may have been the big headline out of Nvidia's quarter, with 28 mentions on the earnings call, but right behind was inference at 27. It represents the next wave of AI, models that generate responses after getting trained, and could unlock a major new growth engine for Nvidia.
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The growing disconnect in AI 5/28/25
Meta is reportedly shaking up its AI team after months of delays on its latest Llama 4 Behemoth AI model. We look at how Meta is not alone in having model issues, and the reignited debate around slowing AI progress.
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Tariffs threaten big tech’s physical AI buildout 5/23/25
President Trump’s threat to slap iPhones with a 25% tariff is just his latest attempt to reshape the global supply chain. We look at how his push for American manufacturing could derail big tech’s move into physical AI.
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OpenAI’s Jony Ive deal escalates Google rivalry 5/22/25
OpenAI’s deal with iphone designer Jony Ive came right in the middle of Google I/O and sent a signal the AI company is aiming to challenge the big tech ecosystem. Plus, we look what DOJ’s reported probe of Google’s Character.AI deal means for the AI talent battlefield.
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