Microsoft and OpenAI are reportedly having problems deciding how make this whole, reclassifying as for-profit thing work. Oh, also, they secretly decided on a new definition of artificial general intelligence that is tied to tangible dollar value. At the tail end of the year, the most interesting new AI model of the year. And, of course, the Weekend Longread ... Show More
Yesterday
Jensen's Honeytrap Problem
Jensen Huang’s scandal blew up: Nvidia’s board opened a probe after he admitted an affair with an alleged Chinese spy, Rubio’s memo surfaced, and shell firms got H200 approvals. Also, I covered Apple’s John Ternus pushing Siri toward agents. Sources: US officials believe Jensen H ... Show More
23m 42s
Nov 6
Is Anthropic’s $1.5T IPO Cracking?
Investors grew skeptical Anthropic’s IPO could land a $1.5T valuation after a brutal chip selloff. Thinking Machines unveiled Inkling 2 Small, Tesla announced it would wind down the Cybertruck, and Anthropic launched Personal Finance in Claude. Plus, Microsoft’s buyouts. Sources: ... Show More
22m 52s
Jan 2024
Microsoft and Alphabet's AI Struggle, Musk's Pay Package
Bloomberg's Caroline Hyde and Ed Ludlow break down how Microsoft, Alphabet and AMD can prove themselves down the road after they struggle to Meet AI expectations in their earnings reports. Plus, a Delaware judge voids Tesla CEO Elon Musk's compensation package. See omnystudio.com ... Show More
43m 23s