Tech Brew Ride Home

We’ve got that day where all the tech earnings have come at once, but this time I’m gonna mention Uber too cause did you know they’re making bank these days? China says that two can play the sanctioning technology game. A niche little app from Nintendo. And a review of the Starlink Mini, which seems incredibly compelling for a specific type of user. Links: Meta AI has more than 500 million users (Engadget) Meta’s Next Llama AI Models Are Training on a GPU Cluster ‘Bigger Than Anything’ Else (Wired) Microsoft says AI is on pace to be a $10 billion-a-year business (Axios) Uber shares slide on slowing bookings growth (Financial Times) Chinese sanctions hit US drone maker supplying Ukraine (Financial Times) Nintendo made a music streaming app for Switch Online subscribers (The Verge) Starlink Mini review: space internet goes ultraportable (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

The Apple release week continues with new MacBook pros. GitHub goes multi-model. Alphabet earnings were good, but Reddit earnings were massive. Why Samsung is having such a hard time since the summer. And a summary of the color Kindle reviews. Here’s what you missed today in the world of Tech. Links: Apple updates the MacBook Pro with M4 Pro and M4 Max chips (The Verge) Every MacBook Air now starts with 16GB of RAM at no extra cost (Engadget) GitHub Copilot will support models from Anthropic, Google, and OpenAI (The Verge) PlayStation Shutters Studio Behind ‘Concord’ Video-Game Flop (Bloomberg) More than a quarter of new code at Google is generated by AI (The Verge) Reddit shares soar 22% on earnings beat and better-than-expected forecast (CNBC) Samsung’s Sudden $122 Billion Wipeout Shows the Cost of Sleeping on AI (Bloomberg) Russian Hackers Are Targeting US Officials, Microsoft Says (Bloomberg) Kindle Colorsoft review: The missing link in Amazon’s ereader lineup (Engadget) Learn more about your ad choices. Visit megaphone.fm/adchoices

A whole bunch of new Macs plus the first dribbles of Apple Intelligence. Apple is taking a big step in weening itself off of China reliance for manufacturing. Microsoft accuses Google of astroturfing. And potentially the return of startups buying startups? Here’s what you missed today in the world of Tech. Links: Apple Announces iMac With M4 Chip, Upgraded Camera, Nano-Texture Display Option, and More (MacRumors) New Mac mini shrinks down, gains M4 and M4 Pro chips (SixColors) Apple Intelligence goes live with iOS 18.1 update (TechCrunch) Apple Taps India to Learn How to Build New iPhone (The Information) Microsoft says Google is running ‘shadow campaigns’ in Europe to influence regulators (CNBC) Sequoia to Rake in More Than $100 Million From Crypto Acquisition (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

As Robinhood rolls out smart contract derivatives around the election, a look at how smart markets have seemed to have their mainstream breakthrough this year. TikTok now has a Fediverse, open-source competitor. AI now has an opensource definition, or something? And Meta opensourced their own AI podcast making tool. Here’s what you missed today in the world of tech. Sponsors: 1Password.com/ride Links: Robinhood jumps into election trading, giving users chance to buy Harris or Trump contracts (CNBC) Billions in election bets raise the stakes of the presidential race (Washington Post) Apple Blocked From Selling iPhone 16 Models in Indonesia (Bloomberg) The fediverse is getting its own TikTok competitor called Loops (TechCrunch) We finally have an ‘official’ definition for open source AI (TechCrunch) Even With Venture Slowdown, Megadeals Grow (CrunchBase) Netflix Adds ‘Moments’ Feature Allowing Users to Easily Share Favorite Scenes (EXCLUSIVE) (Variety) Meta Releases NotebookLlama, An Open-Source Podcast Generator (Techopedia) Learn more about your ad choices. Visit megaphone.fm/adchoices

The Verge says we could get GPT-5 by December, but it might be called Orion. The biggest health care data breach in US history. Turns out Americans can actually produce high yield, quality silicon. Or, at least, Arizonans can. And, of course, the weekend longreads suggestions. Here’s what you missed today in the world of Tech. Sponsors: Acorns.com/ride Links: OpenAI plans to release its next big AI model by December (The Verge) UnitedHealth says data of 100 million stolen in Change Healthcare breach (BleepingComputer) TSMC’s Arizona Chip Production Yields Surpass Taiwan’s in Win for US Push (Bloomberg) Bluesky raises $15M Series A, plans to launch subscriptions (TechCrunch) Weekend Longreads Suggestions: The mystifying, acrimonious battle between Arm and Qualcomm (Financial Times) Who Gets the TikTok in the Divorce? The Messy Fight Over Valuable Social Media Accounts (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Raspberry PI does AI now too. Apple is cutting iPhone production orders. Microsoft says China, Russia and Iran are still doing the dirt as the election nears. What if Foxconn got into the business of manufacturing cars? And what if surge pricing, but for groceries? New electronic price tags could make that possible. Sponsors: Notion.com/ride Links: Raspberry Pi releases more AI-focused add-ons (TechCrunch) Raspberry Pi release higher performance AI HAT+ — 13 and 26 TOPS variants (TomsHardware) iPhone 16 orders cut by around 10 million units for 4Q24–1H25; no evidence yet that Apple Intelligence could boost iPhone shipments in the near term (Ming-Chi Kuo) Microsoft Warns Foreign Disinformation Is Hitting the US Election From All Directions (Wired) Roblox to Enact Child-Safety Changes Giving Parents More Control (Bloomberg) What if carmaking went the way of consumer electronics? (The Economist) Kroger and Walmart Deny ‘Surge Pricing’ After Adopting Digital Price Tags (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

A huge dispute in the semiconductor space has gone nuclear with implications that are crazy. Anthropic’s new AI app can control your computer for you. Runway’s new model lets you do your own motion capture. And farewell to Foursquare, the OG version at least. Links: Arm to Scrap Qualcomm Chip Design License in Feud Escalation (Bloomberg) Anthropic’s new AI can use computers like a human, redefining automation for enterprises (VentureBeat) Apple Sharply Scales Back Production of Vision Pro (The Information) Runway’s Act-One uses smartphone cameras to replicate facial expression motion capture (Silicon Angle) ‘This is a game changer’: Runway releases new AI facial expression motion capture feature Act-One (VentureBeat) Farewell to Foursquare’s app (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Qualcomm has unveiled its big, next gen Snapdragon SoC which will someday be in all the phones. Except iPhones, of course. Is Netflix pulling back on its gaming strategy? Why a new marketplace from Epic might actually point the way to the metaverse. And how are various people trying to get AI to have a better personality? Links: Snapdragon 8 Elite deep dive: A return to custom CPUs and much more (Android Authority) Scoop: Netflix shuts down 'AAA' Team Blue gaming studio, amid gaming shake-up (Game File) Netflix has closed its AAA gaming studio (Engadget) Hulu and Disney+ No Longer Support Signups and Payment Using App Store (MacRumors) Epic’s ambitious digital asset shop is now open (The Verge) Biden administration proposes new rules governing data transfers to adversarial nations (The Record) How AI groups are infusing their chatbots with personality (Financial Times) Learn more about your ad choices. Visit megaphone.fm/adchoices

Google’s strategy of keeping it in the courts is already going to plan. New AI agents from Microsoft. New Open Source models from IBM. Perplexity is looking to raise again. How far behind Apple thinks it is in AI. And what it’s like to use your AirPods as hearing aids. Sponsors: Ramp.com/techmeme Miro.com Links: Epic judge lets Google keep its Android app store closed to competitors — for now (The Verge) Microsoft unveils new autonomous AI agents in advance of competing Salesforce rollout (GeekWire) AI Startup Perplexity in Funding Talks to More Than Double Valuation to $8 Billion (WSJ) IBM debuts open source Granite 3.0 LLMs for enterprise AI (VentureBeat) Apple’s New iPad Mini Highlights the Company’s Secret AI Advantage (Bloomberg) Apple’s AirPods Pro hearing health features are as good as they sound (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Did Nintendo try to kill GoldenEye 007 before it was completed? Why did Shigeru Miyamoto keep telling the development team to tone down the violence. And why did the famous multiplayer aspect of the game almost didn’t happen? It’s slappers only on Rad History, because we’re diving into the history of THE game of the late 1990s, GoldenEye 007. With Special Guest: John Gruber Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Now Amazon is building some modular nuclear reactors. TSMC’s results cheer up the chips industry. Uber but for buying plane tickets. No, I mean, really, use Uber to buy plane tickets. And the controversial reason Meta is reportedly laying off some folks. Sponsors: Lumen.me/ride Links: Amazon goes nuclear, to invest more than $500 million to develop small modular reactors (CNBC) TSMC Hikes Revenue Outlook in Show of Confidence in AI Boom (Bloomberg) The FTC is finally making it easier to cancel your gym membership (The Verge) Uber explored takeover bid for Expedia (FT) Meta is laying off employees at WhatsApp, Instagram, and more (The Verge) Meta fires staff for abusing $25 meal credits (FT) Analogue’s 4K Nintendo 64 launches next year for $249 (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Kindles come roaring back, with significant updates to the Paperwhite and the Scribe, but also, for the first time ever, a Kindle with a color screen. Why has ASML suddenly plunged so much if chips are so hot right now? Android 15 is beginning to roll out. And Sonos is back to releasing new speakers again. Sponsors: Promevo.com/techmeme Links: Amazon’s new seven-inch Kindle Paperwhite is bigger and faster than ever (The Verge) Amazon’s new Kindle Scribe takes another step toward pen and paper (The Verge) Amazon finally has a color Kindle, and it looks pretty good (The Verge) Global Chip Stocks Erase $420 Billion After ASML Sales Warning (Bloomberg) YouTube takes a baby step toward labeling authentic video (The Verge) Android 15 is now available for Pixels (The Verge) Sonos announces ‘breakthrough’ Arc Ultra soundbar and Sub 4 (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

The Nuclear Energy sector is clearly getting back in business, thanks to big tech and their AI needs. The latest back and forth in the Wordpress brouhaha. The US is considering caps on the chips Nvidia can deliver to a bunch of countries worldwide. And is Tether getting deeper into the global finance game? Sponsors: 1Password.com/ride ArcticWolf.com/register Links: Google Backs New Nuclear Plants to Power AI (WSJ) DHH's Original Post Matt Mullenweg's Original Response Matt's 2nd Response Apple Unveils New iPad Mini With A17 Pro Chip and Apple Intelligence (MacRumors) US Weighs Capping Exports of AI Chips From Nvidia and AMD to Some Countries (Bloomberg) Crypto Company Tether Talking to Commodity Traders About Lending Them Its Billions (Bloomberg) The War on Passwords Is One Step Closer to Being Over (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices

Adobe unleashes its Firefly AI video model broadly. Mark Gurman lays out Apple’s headset strategy going forward. What’s been going on with the Internet Archive. What the heck IS going on with WordPress? VC deals are dropping precipitously. And a review of the Meta Quest 3S. Sponsors: WashingtonPost.com/ride Shopify.com/ride Links: Adobe’s AI video model is here, and it’s already inside Premiere Pro (The Verge) Apple Has a New Smart Home Strategy: Screens Everywhere (Bloomberg) The Internet Archive is back as a read-only service after cyberattacks (The Verge) In latest move against WP Engine, WordPress takes control of ACF plugin (TechCrunch) Venture capital deal activity is slowing down (Axios) Meta Quest 3S review: Impressive VR for $300 (Engadget) Learn more about your ad choices. Visit megaphone.fm/adchoices

Why was Blockbuster so successful? Was it the DVD that killed Blockbuster? What was the deal with late fees? Is there any way Blockbuster, not Netflix, could have won out in the end? Special guest: Venture Capitalist and Writer MG Siegler! Subscribe to RAD! 80s90s History! Learn more about your ad choices. Visit megaphone.fm/adchoices

All the headlines from Tesla’s robotaxi event. AMD unveils the chip it wants to use to go toe to toe with Nvidia. Are people actually making money building GPTs or not so much? And in the longreads, rebuilding Notre Dame as period accurately as possible. Sponsors: Go to Hensonshaving.com/ride and enter RIDE at checkout to get 100 free blades with your purchase. (Note: you must add both the 100-blade pack and the razor for the discount to apply.) Links: Tesla reveals 20 Cybercabs at We, Robot event, says you’ll be able to buy one for less than $30,000 (TechCrunch) Tesla's Cybercab Is Here (Wired) Tesla Robovan has something the Cybertruck definitely does not (T3) AMD launches AI chip to rival Nvidia’s Blackwell (CNBC) Xbox will sell games directly in the Android app next month (The Verge) OpenAI’s GPT Store Has Left Some Developers in the Lurch (Wired) Weekend Longreads Suggestions: Google’s Nobel Haul Puts Spotlight on Changing Focus of Scientific Research (Bloomberg) The Miraculous Resurrection of Notre-Dame (GQ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple TV+ finally comes to Prime Video Channels. OpenAI says they’ve been disrupting AI election influence campaigns. But they won’t be profitable until when? How Google plans to beat the regulation rap. And a review of basically the highest end smartwatch you can buy. Sponsors: Notion.com/ride Links: Amazon Adds Apple TV+ to Its Channels Store for Streaming (Bloomberg) OpenAI says bad actors are using its platform to disrupt elections, but with little ‘viral engagement’ (CNBC) OpenAI Projections Imply Losses Tripling to $14 Billion in 2026 (The Information) Apple’s Dan Riccio, Key Executive in Both the Jobs and Cook Eras, to Retire (Bloomberg) Competition and the clock: how Google plans to deflect and delay a historic break-up threat (Financial Times) Garmin Fenix 8 review: only kind of smart (The Verge) RAD! 80s90s History on Apple Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Subscribe to RAD! 80s90s History in your podcast app! Apple Podcasts Spotify Overcast The government says it does, in fact, want to break up Google. The Nobel Prize sure does love AI this year. Could Substack win by becoming the default way for creators to monetize? And listen to the end of the show today for a big announcement from me. Links: US Weighs Google Breakup in Historic Big Tech Antitrust Case (Bloomberg) Unmasking Bitcoin Creator Satoshi Nakamoto—Again (Wired) Google DeepMind Scientists Share Nobel for AI Protein Work (Bloomberg) X Cleared to Return in Brazil After Musk Bows to Judge’s Demands (Bloomberg) Substack wants to do more than just newsletters (Semafor) Learn more about your ad choices. Visit megaphone.fm/adchoices

Crack… at least for the Google Play store. Two AI scientists have won the Nobel Prize for physics?! Samsung is in a similar boat to Intel, just not quite as severely. And an unfortunate reminder that government mandated back doors are bad doors. Sponsors: Dell.com/deals Links: Google must crack open Android for third-party stores, rules Epic judge (The Verge) Apple Potentially Facing Worst Leak Since iPhone 4 Was Left in a Bar (MacRumors) ‘Godfather of AI’ Geoffrey Hinton Among Nobel Prize Winners (Bloomberg) Samsung Electronics apologises for disappointing profit as it struggles in AI chips (Reuters) The 30-year-old internet backdoor law that came back to bite (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

We finally have a date for Apple Intelligence. Meta has a new text to video AI model. Google could soon drop under 50% in the search ads market. More hope for level three automated driving. And how AI bots could revolutionize online dating. Sponsors: Miro.com Links: Apple Slowly Moves Away From Its Annual Product Release Strategy (Bloomberg) Meta Unveils AI Video Generator, Taking On OpenAI and Google (Bloomberg) Google’s Grip on Search Slips as TikTok and AI Startup Mount Challenge (WSJ) GM is working on an eyes-off, hands-off driving system (TechCrunch) Uber and Lyft drivers use Teslas as makeshift robotaxis, raising safety concerns (Reuters) Grindr Aims to Build the Dating World’s First AI ‘Wingman’ (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Google has updated Lens and is taking a page out of Perplexity’s book. OpenAI’s new canvas workspace. Why an upcoming iPhone SE might have some interesting internals. And, of course, the Weekend Longreads Suggestions. Links: Google Lens now lets you search with video (The Verge) Google brings ads to AI Overviews as it expands AI’s role in search (TechCrunch) OpenAI launches new ‘Canvas’ ChatGPT interface tailored to writing and coding projects (TechCrunch) iPhone SE 4 to feature Apple’s first 5G modem, A18 chip, same cameras as iPhone 15 (9to5Mac) 159 employees are leaving Automattic as CEO’s fight with WP Engine escalates (TechCrunch) Weekend Longreads Suggestions: Saving Cyberpunk 2077: How CD Projekt Red recovered from one of video games' most disastrous launches (EuroGamer) The Flying Car Is Finally Here. It’s Slightly Illegal. (Intelligencer) Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI raised their round, and it basically broke all the records. The whole Wordpress mess has gotten so crazy that WPEngine is suing. Using Ray-Ban Meta Smart Glasses to dox people in real time. And you’ll never guess the reason why you’re about to see more ads on streaming video. Hint: you’ll endure it. Sponsors: Lumen.me/ride Links: OpenAI raises $6.6 billion in largest VC round ever (Axios) OpenAI asks investors not to back rival start-ups such as Elon Musk’s xAI (Financial Times) OpenAI feels competitors breathing down its neck (Financial Times) WP Engine sues WordPress co-creator Mullenweg and Automattic, alleging abuse of power (TechCrunch) Someone Put Facial Recognition Tech onto Meta's Smart Glasses to Instantly Dox Strangers (404Media) Spotify adds a new, automatically updating playlist for offline listening (TechCrunch) Amazon to increase number of advertisements on Prime Video (Financial Times) Venture Dealmaking Reflects Selective Tastes of Investors (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Catching you up on a bunch of other Microsoft announcements we missed yesterday. Is Nvidia trying to break open the black box of AI? It’s absolutely wild that there’s still no viable YouTube app for the Vision Pro. And we were worried about disruption to the semiconductor industry if a typhoon hit Taiwan, but it turns out, a hurricane hitting North Carolina can be bad too. Links: Microsoft is using AI to improve Windows search (The Verge) Microsoft starts paying publishers for content surfaced by Copilot (TechCrunch) Telegram CEO Downplays Service Term Changes Amid French Probe (Bloomberg) Nvidia just dropped a bombshell: Its new AI model is open, massive, and ready to rival GPT-4 (VentureBeat) Threads users can now see who follows them from other fediverse servers (TechCrunch) Christian Selig’s unofficial YouTube app for the Vision Pro just got taken down (The Verge) Hurricane Helene Will Send Shockwaves Through the Semiconductor Industry (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices

Do we have the first IPO of the AI era? Do we have the first AI model beyond the transformer architecture? Microsoft has a bunch of new AI tools inside Windows. We try to explain that whole controversy around PearAI. And what about that NotebookLM feature that lets you create a two-hander podcast out of any text. Links: AI chipmaker Cerebras files for IPO to take on Nvidia (CNBC) MIT spinoff Liquid debuts non-transformer AI models and they’re already state-of-the-art (VentureBeat) Microsoft Copilot can now read your screen, think deeply, and speak aloud to you (TechCrunch) Oura Nears $500 Million in Annual Revenue and Readies New Ring (Bloomberg) Y Combinator is being criticized after it backed an AI startup that admits it basically cloned another AI startup (TechCrunch) NotebookLM’s automatically generated podcasts are surprisingly effective (Simon Willison's Blog) Learn more about your ad choices. Visit megaphone.fm/adchoices

That controversial AI bill in California has been vetoed by Governor Newsom. Is even Apple now thinking that its Vision Pro strategy might need a rethink? What really is OpenAI’s situation right now, and this time I’m talking money-wise? And the strange resurrection of the point and shoot camera. Links: California’s Gavin Newsom Vetoes Controversial AI Safety Bill (WSJ) California Passes Law Protecting Consumer Brain Data (NYTimes) Meta’s New Headsets Show Apple Has Lost Its Way With the Vision Pro (Bloomberg) OpenAI’s Complex Path to Becoming a For-Profit Company (WSJ) Songs by Adele, Bob Dylan, Green Day, Many More Blocked by YouTube in Legal Dispute (Variety) This Camera Went Viral Two Years Ago. You Still Can’t Buy One (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Founder Mode? Not for me, says Sam Altman, but we will see. A few new gadgets from Samsung. Maybe ARM should buy Intel. Are AI startups hitting revenue traction faster than SaaS startups did? And, of course, the Weekend Longreads Suggestions. Links: Sam Altman tells OpenAI staff there’s no plan for him to receive a ‘giant equity stake’ in company (CNBC) Samsung Galaxy S24 FE goes official starting at $649 – is it still a ‘Fan Edition?’ (9to5Google) Arm Is Rebuffed by Intel After Inquiring About Buying Product Unit (Bloomberg) Exponential growth brews 1 million AI models on Hugging Face (ArsTechnica) AI start-ups generate money faster than past hyped tech companies (FT) Weekend Longreads Suggestions: McDonald’s touchscreen kiosks were feared as job killers. Instead, something surprising happened (CNN) Apple Rolls Back Its Big Plans to Release Movies in Theaters (Bloomberg) The 27-Year-Old Economic Adviser for Gen Z (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

There’s only two stories really. If you can believe it, more executive departures at OpenAI, as it looks like they’re serious about going for profit. And yes, Meta announced a new Quest headset, but the real headlines are the Orion smartglasses, which you can’t actually buy. What? I’ll explain. Sponsors: Thorne.fit/ridehome Links: OpenAI considering restructuring to for-profit, CTO Mira Murati and two top research execs depart (CNBC) Exclusive: OpenAI to remove non-profit control and give Sam Altman equity (Reuters) Meta’s cheaper Quest 3S might just be an upgrade (The Verge) A Few Brief Thoughts on Meta Connect 2024 (Daring Fireball) Meta pitches VR to mobile developers with new support for Android apps on Quest (TechCrunch) Meta’s big tease (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Caroline Ellison benefits from being cooperative. Has your company unknowingly hired remote workers from North Korea? What is going on with this WordPress back and forth? Why OpenAI has to let people look at their training data. And why is everyone upset at Marquess Brownlee? Sponsors: Hims.com/ride Links: Caroline Ellison sentenced to two years in prison for her role in FTX scandal (Axios) Dozens of Fortune 100 companies have unwittingly hired North Korean IT workers, according to report (The Record) The DOJ sues Visa for locking out rival payment platforms (The Verge) Automattic sends WP Engine its own cease-and-desist over WordPress trademark infringement (TechCrunch) OpenAI Training Data to Be Inspected in Authors’ Copyright Cases (The Hollywood Reporter) Marques Brownlee says ‘I hear you’ after fans criticize his new wallpaper app (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Sam Altman has a manifesto. Kinda. Telegram is beginning to walk things back a bit. Cloudflare wants to help you block the AI bots. New streaming device from Roku. And I guess TikTok can’t win at everything. Sponsors: Lumen.me/ride Links: The Intelligence Age (Sam Altman) Sam Altman catapults past founder mode into ‘god mode’ with latest AI post (TechCrunch) OpenAI CEO: We may have AI superintelligence in “a few thousand days” (ArsTechnica) Some Kaspersky customers receive surprise forced-update to new antivirus software (TechCrunch) Telegram CEO Durov Says App to Provide More Data to Governments (Bloomberg) New Cloudflare Tools Let Sites Detect and Block AI Bots for Free (Wired) The new Roku Ultra is faster, has better Wi-Fi, and comes with a backlit remote (The Verge) Spotify’s AI playlist builder is now available in the US (The Verge) TikTok to Shut Down its Music Streaming Business in November (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Qualcomm as a white knight to save Intel? A huge bitcoin heist gets busted for the usual reasons. What if the US bans imports of all cars from China? And why can’t US car makers keep up when it comes, simply, to software? Sponsors: Timeline.com/ride Links: Qualcomm Approached Intel About a Takeover in Recent Days (WSJ) Intel Gets Multibillion-Dollar Apollo Offer as Qualcomm Circles (Bloomberg) Chip Giants TSMC and Samsung Discuss Building Middle Eastern Megafactories (WSJ) Suspects behind $230 million cryptocurrency theft arrested in Miami (BleepingComputer) US proposes banning Chinese software and components in vehicles (FT) Israel’s Pager Attacks Have Changed the World (NYTimes) Toyota and VW fall further behind in the software race (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

You might want to hold off on updating to macOS 15 Sequoia. What, exactly, is Europe trying to get Apple to do? The AI energy crunch means they’re turning Three Mile Island back on. Could AI usage mean we use up all our 5G capacity? And, of course, the Weekend Longreads Suggestions. Sponsors: 1password.com/ride QualiaLife.com/ride and code ride Links: Apple’s new macOS Sequoia update is breaking some cybersecurity tools (TechCrunch) EU to tell Apple how to do interoperability, DMA style (TechCrunch) Microsoft AI Needs So Much Power It's Restarting Site of US Nuclear Meltdown (Bloomberg) AI is stressing networks out - Nvidia thinks AI can help (Fierce Network) Huawei 'super fans' fuming as left empty handed by $2,800 phone launch (Reuters) Weekend Longreads Suggestions: American Vulcan - Palmer Luckey (TabletMag) The Death of the Minivan (The Atlantic) Learn more about your ad choices. Visit megaphone.fm/adchoices

Looks like they finally got around to suing that Palworld game. Google volunteered to break up some of its businesses but the EU said no. AI is coming to YouTube in a big way. A new social media platform that is ENTIRELY AI. And Amazon wants to get into the Shark Tank business. Sponsors: LinkedIn.com/ride Links: Nintendo and Pokémon are suing Palworld maker Pocketpair (The Verge) Exclusive: Google offered to sell part of ad tech business, not enough for EU publishers (Reuters) YouTube will use AI to generate ideas, titles, and even full videos (The Verge) Apple Gets EU Warning to Open Up iPhone Operating System (Bloomberg) Musk's satellites 'blocking' view of the universe (BBC) SocialAI offers a Twitter-like diary where AI bots respond to your posts (TechCrunch) Amazon’s New ‘Shark Tank’-Style Show Gives Winners Top Billing in Its Store (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Messages between Android and iOS are about to be encrypted. A new XR headset from HTC and new Spectacles from Snap. A big movie studio has signed up to use AI. Neuralink has implants for blindness. And why I’m kinda NOT gonna do a review roundup of the new iPhones. Sponsors: Ramp.com/techmeme Links: RCS texts on the iPhone aren’t encrypted now, but that could change (The Verge) Here’s how green bubbles are getting upgraded in iOS (The Verge) HTC Vive's Focus Vision is a $999 stab at high-end VR and mixed reality (Engadget) Snap’s new Spectacles inch closer to compelling AR (The Verge) Instagram, Facing Pressure Over Child Safety Online, Unveils Sweeping Changes (NYTimes) Lionsgate, Studio Behind ‘John Wick,’ Signs Deal With AI Startup Runway (WSJ) Musk's Neuralink gets FDA's breakthrough device tag for 'Blindsight' implant (Reuters) Apple iPhone 16 Pro review: small camera update, big difference (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Intel announces a bunch of ways its hoping to turn its business around sooner rather than later. Is OpenAI about to have its chat bots query you? The whole TikTok divestment case is coming to a head right now. And speaking of turn arounds, darn if Netflix didn’t pull ITS turnaround off perfectly. Hollywood, not so much. Sponsors: Shopify.com/ride Links: Intel stock jumps on plan to turn foundry business into subsidiary and allow for outside funding (CNBC) Intel to Make Custom AI Chip for Amazon, Delay German Plant (Bloomberg) EssilorLuxottica extends smart glasses partnership with Meta (Reuters) OpenAI Says It's Fixed Issue Where ChatGPT Appeared to Be Messaging Users Unprompted (Futurism) TikTok is about to get its day in court (The Verge) Judges Show Some Skepticism of TikTok’s Fight Against Potential U.S. Ban (NYTimes) How Netflix won the streaming wars (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

A bunch of Apple stories today. FDA approval for sleep apnea detection for the watch. Signs of poor pre-order sales for the phone. And a quick review of the new Airpods. Also, how did Intel lose out on making the chips for the next gen Playstation. And are dating apps responsible for income inequality? Sponsors: ArcticWolf.com/register Links: Apple Watch sleep apnea detection gets FDA approval (TechCrunch) iPhone 16 first weekend pre-order analysis: estimated total sales of about 37 million units; Pro series demand lower than expected (Ming-Chi Kuo) France picks Sejourne as nominee for EU Commission after Breton clash (Reuters) Slack now lets users add AI agents from Asana, Cohere, Adobe, Workday and more (VentureBeat) Exclusive: How Intel lost the Sony PlayStation business (Reuters) Apple AirPods 4 review: defying expectations (The Verge) Online Dating Caused a Rise in US Income Inequality, Research Paper Shows (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

The first of the Strawberry models is here. YC plans to have four cohorts a year, but each one is getting smaller. Waymo is already ready to expand to more pretty big markets. And in the long reads, a deep dive look into the options Intel has at this point in time. Sponsors: HensonShaving.com/ride code ride Links: OpenAI releases o1, its first model with ‘reasoning’ abilities (The Verge) Notes on OpenAI’s new o1 chain-of-thought models (Simon Willison's Weblog) OpenAI's new models 'instrumentally faked alignment' (TransformerNews) Apple AirPods Pro granted FDA approval to serve as hearing aids (TechCrunch) Silicon Valley’s Y Combinator to Double Number of Cohorts Per Year (Bloomberg) Weekend Longreads Suggestions: Intel Has Only Tough Options After Its Long and Stinging Fall From Grace (Bloomberg) Link to the twitter poll about ads Learn more about your ad choices. Visit megaphone.fm/adchoices

As expected, OpenAI is in talks for a new capital raise at a $150B valuation. More layoffs in Microsoft’s gaming division. More holes poked in our creaking internet infrastructure. The tiny SpaceX competitor who’s stock has been soaring lately. And a look at what Apple’s recent AirPods announcement could do to the hearing aid industry. Links: OpenAI Fundraising Set to Vault Startup’s Valuation to $150 Billion (Bloomberg) The AI Spending Spree, in Charts (WSJ) Microsoft Lays Off Another 650 Staff From Its Video Game Workforce, Xbox Boss Phil Spencer Sends Memo to Staff (IGN) Rogue WHOIS server gives researcher superpowers no one should ever have (ArsTechnica) Adam Neumann’s Climate Company Is Issuing Refunds After Failing To Launch Crypto Token (Forbes) SpaceX’s Tiny Rival Soars 1,300%. Now Comes the Satellite Launch (Bloomberg) Apple turning AirPods into hearing aids underscores effort to crack massive health market (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

Mistral goes multimodal for the first time. Meta admits to scraping the data of every adult Australian. The details on the new PS5 Pro. Wouldn’t it be wild if, through stablecoins, crypto BECOMES the banking system instead of replacing it. And a weird mystery in AI land. Sponsors: Promevo.com/techmeme Links: Mistral releases Pixtral 12B, its first multimodal model (TechCrunch) Facebook admits to scraping every Australian adult user's public photos and posts to train AI, with no opt-out option (ABC News) The $700 PS5 Pro doesn’t come with a disc drive (The Verge) Exclusive Hands-On: I Played Sony's All-New PS5 Pro (CNET) Americans used record 100 trillion megabytes of wireless data in 2023 (Reuters) Payments in Singapore With Stablecoins Rise to Almost $1 Billion (Bloomberg) Reflection 70B model maker breaks silence amid fraud accusations (VentureBeat) Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple loses its longest standing regulatory battle in the EU. Some drips and drabs from yesterday’s iPhone event. Would a phone you can fold three times be more enticing than a phone that folds two times? And are we about to see that new Strawberry AI model from OpenAI by the end of the month? Sponsors: Timeline.com/ride Links: Apple must pay 13 billion euros in back taxes, EU’s top court rules (CNBC) iPhone 16 battery life: How much better is it? (9to5Mac) Huawei launches $2,800 trifold phone hours after Apple debuts iPhone 16 (CNBC) Oracle’s Missteps in Cloud Computing Are Paying Dividends in AI (WSJ) New Details on OpenAI’s Strawberry; Apple’s Siri Makeover; Larry Ellison Doubles Down on Data Centers (The Information) Audible to Start Generating AI Voice Replicas of Select Audiobook Narrators (Bloomberg) JPMorgan Plans to Report Customers Who Exploited TikTok ‘Glitch’ to Authorities (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

All the headlines from today’s iPhone event. It IS interesting the degree to which Elon’s various businesses have potential synergy. The Times digs into the content on Telegram and says, it ain’t pretty. And e-bikes seem to be back. In London, at least, anyway. Links: Apple Announces iPhone 16 Pro and iPhone 16 Pro Max with Larger Displays, New Camera Control, and More (MacRumors) Apple announces iPhone 16: camera button, new colors, AI features (9to5Mac) AirPods Pro 2 adds ‘clinical grade’ hearing aid feature (9to5Mac) Musk’s xAI Has Discussed Deal for Share of Future Tesla Revenue (WSJ) How Telegram Became a Playground for Criminals, Extremists and Terrorists (NYTimes) London e-bike boom leads to clashes with councils (Financial Times) Learn more about your ad choices. Visit megaphone.fm/adchoices

Pavel Durov speaks, and Telegram blinks, both for the first time since the French arrest. Are XR glasses tethered to smartphones the next big product category? What if your smartphone could cure your vision problems? And in the longreads, if Waymo is about to scale, what, exactly, is the business model, long-term? Links: Pavel Durov: Telegram founder says France arrest is ‘misguided’ (The Guardian) Exclusive: Qualcomm explores acquiring pieces of Intel chip-design business (Reuters) Qualcomm says it’s working on mixed reality smart glasses with Samsung and Google (CNBC) Review: Honor Magic V3 (Wired) Exclusive: Honor's latest devices use AI to try to reverse nearsightedness (Android Central) Weekend Longreads Suggestions: Waymo’s Robot Taxis Are Almost Mainstream. Can They Now Turn a Profit? (NYTimes) When the Bitcoin Scammers Came for Me (The Atlantic) Among the Idlers (Curbed) Learn more about your ad choices. Visit megaphone.fm/adchoices

The DOJ says it has taken down a big election influence campaign allegedly directed by Russia. The Internet Archive loses a big case. Android 15 is here. And two really interesting new gadgets, one I probably need to buy and one I want to buy but probably won’t. Sponsors: LinkedIn.com/ride Links: Biden administration announces major actions to tackle Russian efforts to influence 2024 election (CNN) The Internet Archive Loses Its Appeal of a Major Copyright Case (Wired) Android 15 will be available on supported Pixel devices in the coming weeks (TechCrunch) DJI Neo hands-on: A powerful and lightweight $200 drone (Engadget) The Remarkable Paper Pro is as outrageous as it is luxurious (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

SpaceX has agreed to block access to X, in Brazil, on Starlink. Looks like YubiKeys are hackable. Who is the mystery platform looking to expand AI datacenters at an historic scale? And the Catch 22 that Intel is in. They need CHIPS Act money, but can their troubles mean the CHIPS Act money shouldn’t be spent on them? Sponsors: Ramp.com/techmeme Lumen.me/ride Links: Starlink backtracks, complies with order blocking X in Brazil, says regulator (Reuters) No X in Brazil? No problem, Brazilians say. (Washington Post) Microsoft to announce ‘next phase of Copilot’ on September 16th (The Verge) YubiKeys are vulnerable to cloning attacks thanks to newly discovered side channel (ArsTechnica) Nvidia Gets DOJ Subpoena in Escalating Antitrust Probe (Bloomberg) Two AI Developers Are Plotting $125 Billion Supercomputers (The Information) Exclusive: Intel manufacturing business suffers setback as Broadcom tests disappoint (Reuters) Intel’s Money Woes Throw Biden Team’s Chip Strategy Into Turmoil (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

We missed a pretty big story this weekend. X getting banned in Brazil. I’ll try to catch you up on all the contours of this. Canva’s raising prices and it’s pissing people off because, I mean, they are REALLY raising prices. And the two pretty big success stories in crypto this year that we haven’t spoken about yet. Sponsors: DataTribe.com/challenge Hims.com/ride Links: Brazil’s Most Powerful Judge Is in the Spotlight—Again (Americas Quarterly) How Brazil’s Experiment Fighting Fake News Led to a Ban on X (NYTimes) Canva says its AI features are worth the 300 percent price increase (The Verge) HP to Pursue $4 Billion Damages After Mike Lynch Yacht Death (Bloomberg) Pump.fun surpasses $100 million in revenue as Polymarket outshines NFTs in August (The Block) Learn more about your ad choices. Visit megaphone.fm/adchoices

At this point it would be quicker to name the big tech company that’s NOT investing in OpenAI’s latest round. Amazon’s new Alexa service is just going to be Anthropic’s Claude in drag disguise I guess. I’m starting to get really worried about Intel y’all. And, of course, The Weekend Longreads Suggestions. Links: OpenAI Funding Round Tempts Nvidia as Big Tech Leans on ChatGPT (Bloomberg) Apple, Nvidia Are in Talks to Invest in OpenAI (WSJ) Ask Claude: Amazon turns to Anthropic's AI for Alexa revamp (Reuters) ChatGPT’s weekly users have doubled in less than a year (The Verge) Intel Weighs Options Including Foundry Split to Stem Losses (Bloomberg) Weekend Longreads Suggestions: Sunk cost (the Open Sea story) (The Verge) The secret inside One Million Checkboxes (eieio.games) I Watched Footage of Jerry Lewis’s Unreleased 1972 Holocaust Film (The New Republic) End of the Road: An AnandTech Farewell (AnandTech) Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia’s earnings were huge but because they didn’t manage to beat the biggest expectations out there, it’s kind of a miss? Pavel Durov has been formally charged by France. Does TikTok fall outside of Section 230 protection? And it seems like the effort by the car companies to wean themselves off of smartphone tech is… not going great. Links: Nvidia’s CEO Says New Chip Will Have ‘Lots and Lots’ of Supply (Bloomberg) Telegram CEO Charged in France for Crimes Committed on His App (Bloomberg) TikTok must face lawsuit over 10-year-old girl's death, US court rules (Reuters) OpenAI in Talks for Funding Round Valuing It Above $100 Billion (WSJ) Top Movie Piracy Ring Taken Down, Major Studios’ Enforcement Group Claims (The Hollywood Reporter) GM's 'Google Built-In' Is Glitchy, Requires A Subscription To Use Google Maps (Jalopnik) Learn more about your ad choices. Visit megaphone.fm/adchoices

I explain why everyone has been posting strawberries in AI circles. It’s cause of a potential new breakthrough at OpenAI. Cerebras launches the first new AI chip competition to Nvidia. China has reportedly burrowed into US ISPs. And continuing interesting details pouring out of that Pavel Durov situation. Sponsors: Timeline.com/ride Links: OpenAI Shows ‘Strawberry’ AI to the Feds and Uses It to Develop ‘Orion’ (The Information) OpenAI Races to Launch ‘Strawberry’ Reasoning AI to Boost Chatbot Business (The Information) Cerebras Systems throws down gauntlet to Nvidia with launch of ‘world’s fastest’ AI inference service (SiliconAngle) Chinese government hackers penetrate U.S. internet providers to spy (Washington Post) Google Meet’s automatic AI note-taking is here (The Verge) Instagram adds what photos have always needed: words (The Verge) Telegram Founder Was Wooed and Targeted by Governments (WSJ) Can Tech Executives Be Held Responsible for What Happens on Their Platforms? (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

As more details come out about the arrest of the founder of Telegram, a deeper look at Pavel Durov himself. We have the date of the iPhone event. We have a new record gaming number from Steam. And are Apple’s experiment with big budget Hollywood movies losing them bucket loads of money? Sponsors: DataTribe.com/challenge Thorne.fit/ridehome Links: Telegram Founder’s Arrest Part of Broad Investigation, French Prosecutors Say (NYTimes) Macron loves Telegram. French judges hate it. (Politico) How Telegram’s Founder Went From Russia’s Mark Zuckerberg to Wanted Man (NYTimes) Steam surpasses 37 million concurrent users for the first time ever thanks to Black Myth: Wukong (PC Gamer) Anthropic publishes the ‘system prompts’ that make Claude tick (TechCrunch) Apple Rethinks Its Movie Strategy After a String of Misses (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

French authorities have arrested Telegram CEO Pavel Durov. Chinese tech companies are spending like crazy on AI too, btw. What are the smart glasses and VR gear Meta is poised to give us next month? And Nvidia might make you rich, but it still seems like a bear of a place to work at. Sponsors: Lumen.me/ride Links: Telegram CEO Held Over Alleged Child Protection Failures on App (Bloomberg) Telegram messaging app CEO Durov arrested in France (Reuters) Is Telegram really an encrypted messaging app? (Matthew Green) China’s tech giants splash out on AI despite US restrictions (Financial Times) Apple Explores Robotics in Search of Life Beyond the iPhone (Bloomberg) Nvidia Rally Mints Millionaires Too Busy to Bask in New Wealth (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices