The new Apple M5 chips are here, and I’ll tell you what devices got them and what they can do. ChatGPT wants to allow you to have sexy time. Waymo is coming to London. Netflix wants to bring podcasts to your streaming diet. And its officially the end of the road for Windows 10.
Apple’s 14-inch MacBook Pro gets an M5 chip bump and faster storage (The Verge)
Sam Altman says ChatGPT will soon sext with verified adults (The Verge)
Waymo’s robotaxis are coming to London (The Verge)
Spotify partners with Netflix for video podcast distribution deal (TechCrunch)
YouTube has a new video player (The Verge)
OpenAI makes five-year business plan to meet $1tn spending pledges (FT)
Windows 10 support “ends” today, but it’s just the first of many deaths (ArsTechnica)
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19:13
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Sam Altman’s Financial Engineering
The Dutch government has taken control of a Dutch chipmaker that had Chinese owners. Yet another big OpenAI deal, this time with Broadcom. The first AI desktop workstations are arriving. And we check in with Matt Levine to get his take on what he says is Sam Altman’s genius for financial engineering.
Dutch government takes control of Chinese-owned chipmaker Nexperia (FT)
OpenAI, Broadcom Forge Multibillion-Dollar Chip-Development Deal (WSJ)
Thinking Machines Lab Co-Founder Departs for Meta (WSJ)
Nvidia to Start Selling $3,999 DGX Spark Mini PC This Week (PCMag)
NotebookLM Video Overviews add Nano Banana visual styles, Brief or Explainer formats (9to5Google)
OpenAI Keeps Doing Deals (Matt Levine)
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(BNS) Jennifer Hyman Of Rent The Runway
Jenn Hyman shares her journey from early influences of entrepreneurship to founding Rent the Runway. She discusses the impact of the internet on her career, the challenges of fundraising during a recession, and the importance of building relationships in the fashion industry. Hyman emphasizes the unique advantages of starting a business in New York City and the collaborative spirit of the startup ecosystem.
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China’s Getting Tetchy Again
China is stirring the pot on the tech trade wars once again. Sora has grown faster than even ChatGPT did. Is OpenAI now better at vibe coding than Anthropic is? How just a handful of malicious documents and poison an LLM. And in the longreads, the one game that has the fate of EA on its shoulders.
China blacklists major chip research firm TechInsights following report on Huawei (CNBC)
OpenAI’s Sora hit 1 million downloads in less than five days (CNBC)
OpenAI Is Catching Up To Anthropic in AI Coding (The Information)
Meta Tells Its Metaverse Workers to Use AI to ‘Go 5X Faster’ (Wired)
It's trivially easy to poison LLMs into spitting out gibberish, says Anthropic (The Register)
Kalshi, a Prediction Market, Raises Funds and Expands Overseas (NYTimes)
Weekend Longreads Suggestions:
Battlefield 6 is a pivotal moment for the series — and EA (The Verge)
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Intel Punches Back
Intel tries to punch its way back to relevancy with the release of Panther Lake, the first chip built on its 18A process. Is Cursor so successful it’s about to rocket to a $30 billion valuation? Big raise for a US Deep Seek competitor? And are we starting to get the first models moving beyond attention based architecture?
Here is Panther Lake, Intel’s 2026 laptop chip with next-gen graphics (The Verge)
Intel Debuts New Technology in Make-or-Break Moment for CEO’s Turnaround Bid (Bloomberg)
Discord says 70,000 users may have had their government IDs leaked in breach (The Verge)
Cursor-Maker Anysphere Considers Investment Offers at $30 Billion Valuation (The Information)
Reflection AI, an A.I. Model Start-Up, Raises $2 Billion (NYTimes)
Samsung AI researcher's new, open reasoning model TRM outperforms models 10,000X larger — on specific problems (VentureBeat)
Microsoft Tries to Catch Up in AI With Healthcare Push, Harvard Deal (WSJ)
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