Mon. 08/04 – The AI Researcher Who Turned Down $1.5 Billion From Zuck
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 will rollable laptop screens become mainstream?
00:33 Robotaxis In Europe
02:12 Apple Wants Answers
03:57 Lina Khan
05:54 Billion Dollar Turn-Down
07:54 AI Trading Bots
10:25 The Silicon Valley Boom Is Back
14:23 A Rollable Laptop
Links:
Lyft Partners With Baidu on Robotaxis in European Expansion (Bloomberg)
Apple’s New ‘Answers’ Team Eyes ChatGPT-Like Product in AI Push (Bloomberg)
Lina Khan points to Figma IPO as vindication of M&A scrutiny (TechCrunch)
Thanks for Your $1 Billion Job Offer, Mark Zuckerberg. I’m Gonna Pass. (WSJ)
‘Dumb’ AI Bots Collude to Rig Markets, Wharton Research Finds (Bloomberg)
Silicon Valley Is in Its ‘Hard Tech’ Era (NYTimes)
Lenovo’s rollable laptop is the coolest computer I’ve used all year (The Verge)
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Fri. 08/01 – Tech IPO’s Are Back On The Menu, Boys…
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 Amazon, and of course, the Weekend Longreads Suggestions.
Chapters:
00:33 Figma IPO
04:57 Anthropic And Open AI Numbers
08:45 New Deep Think Model
11:08 Tech Earnings Omnibus
14:35 Longreads
Links:
Figma more than triples in NYSE debut after selling shares at $33 (CNBC)
Anthropic Revenue Pace Nears $5 Billion in Run-Up to Mega Round (The Information)
Exclusive: OpenAI Secures Another Giant Funding Deal (NYTimes)
Google rolls out Gemini Deep Think AI, a reasoning model that tests multiple ideas in parallel (TechCrunch)
Reddit wants to be a search engine now (The Verge)
Weekend Longreads Suggestions:
The first commercial space station is nearly here. And it could change space forever (BBC Science Focus)
A Deadly Fungus Killed 10 Scientists Working in a Tomb. It Could Be a Breakthrough in Curing Cancer. (Popular Mechanics)
What happens once we spot the asteroid that will hit Earth? (FT)
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Thu. 07/31 – Microsoft Joins The $4 Trillion Club
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 trust it. And at the end of the show, as promised, the huge podcast announcement.
Links:
Microsoft officially tops $4 trillion in market cap, joining Nvidia in exclusive club (CNBC)
Investors Cheer an A.I. Spending Bonanza (NYTimes)
Meta shares climb 10% on revenue beat, raised forecast (CNBC)
Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful (Bloomberg)
OpenAI Hits $12 Billion in Annualized Revenue, Breaks 700 Million ChatGPT Weekly Active Users (The Information)
Stack Overflow data reveals the hidden productivity tax of ‘almost right’ AI code (VentureBeat)
Google DeepMind says its new AI can map the entire planet with unprecedented accuracy (VentureBeat)
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Wed. 07/30 – The Real Money In AI Video Is In Robotics?
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 horse in the AI model race. And what if the real money in AI video is in training robots?
Links:
YouTube rolls out age-estimation tech to identify US teens and apply additional protections (TechCrunch)
ChatGPT’s Study Mode Is Here. It Won’t Fix Education’s AI Problems (Wired)
Apple Loses Fourth AI Researcher in a Month to Meta’s Superintelligence Team (Bloomberg)
Meta’s AI Recruiting Campaign Finds a New Target (Wired)
AI Startup Cohere Projects $200 Million Revenue Pace as New Funding Nears (The Information)
Runway, Luma Target Sales to Robotics Companies (The Information)
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Tue. 07/29 – Do You Need To Cut Back On Your AI Usage?
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? Waymo is coming to Dallas. And further proof of my thesis that smartglasses are the next big thing in tech hardware.
Links:
Sony sues Tencent for allegedly ripping off 'Horizon' video games (Reuters)
Microsoft revolutionizes Edge as an AI-powered web browser with new experimental 'Copilot Mode' — here's how to enable it right now (Windows Central)
Anthropic unveils new rate limits to curb Claude Code power users (TechCrunch)
A Second Tea Breach Reveals Users’ DMs About Abortions and Cheating (404Media)
Waymo, Avis Plan Dallas Robotaxi Launch in Multiyear Deal (Bloomberg)
Ray-Ban Meta smart glasses revenue tripled over the year, EssilorLuxottica says (CNBC)
Oakley Meta glasses review: A familiar formula with some upgrades (Engadget)
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