Tech Brew Ride Home

More AI announces from Google. More hints on how Apple will bring AI to iPhones. And a bunch of interesting datapoints: how much Apple has moved away from manufacturing in China, how much money TikTok’s parent company is making, are kids warming up to VR and are alternative browsers benefitting from the DMA? Links: Google Launches Coding AIs That Could Rival Microsoft's Github Copilot (PCMag) Apple's new AI model could help Siri see how iOS apps work (AppleInsider) Apple’s India iPhone Output Hits $14 Billion in China Shift (Bloomberg) ByteDance Profit Jumps 60%, Taking It Past Archrival Tencent (Bloomberg) Exclusive: EU's new tech laws are working; small browsers gain market share (Reuters) Survey shows that teenagers are using more VR devices in the US (9to5Mac) Kobo announces its first color e-readers (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Google has a ton of AI announces, including new Arm-based AI chips, utilizing Google search in Gemini, and more. They also released their own Find My network. Microsoft is confident they can release chips that can best Apple Silicon. And maybe OpenAI DID train on YouTube videos after all. Everybody is desperate for data right now. Sponsors: 1Password.com/ride Links: Google Expands In-House Chip Efforts in Costly AI Battle (WSJ) Google Shows AI Model Is Enterprise-Ready After Gemini Mishaps (Bloomberg) Gmail adding voice input, Gemini for Google Chat, Meet ‘Translate for me,’ & more (9to5Google) Google rolling out Find My Device network for Android (9to5Google) Microsoft is confident Windows on Arm could finally beat Apple (The Verge) Spotify launches personalized AI playlists that you can build using prompts (TechCrunch) How Tech Giants Cut Corners to Harvest Data for A.I. (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

David Marcus comes on the pod to discuss what he's been working on since leaving Meta. Specificially: Lightspark, and efforts to expand the Lighting Network and bitcoin. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple joins the tech layoff club. Microsoft warns China is planning to disrupt elections using AI. Disney+ is joining Netflix in cracking down on password sharing. How much is the going rate to buy pictures or videos to train AI models on? And, of course, the Weekend Longreads suggestions. Links: Apple Cut at Least 600 Workers When Car, Screen Projects Stopped (Bloomberg) China will use AI to disrupt elections in the US, South Korea and India, Microsoft warns (The Guardian) Disney+ will crack down on password sharing in June (CNN) Inside Big Tech's underground race to buy AI training data (Reuters) YouTube Says OpenAI Training Sora With Its Videos Would Break Rules (Bloomberg) Weekend Longreads Suggestions: How One Tech Skeptic Decided A.I. Might Benefit the Middle Class (NYTimes) How WhatsApp became the world’s default communication app (Engadget) The 18 most interesting startups from YC’s Demo Day show we’re in an AI bubble (TechCrunch) YC’s latest Demo Day shows fascinating wagers on healthcare, chip design, AI and more (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Is Apple pivoting to home robotics now that the Apple Car project is dead? Is Google about to pivot to subscription based search? Why is X handing back blue checkmarks whether people want them or not? Why Amazon merchants are upset over return scams. And why the band Kiss might live forever. Sponsors: Kolide.com/ride Links: Apple Explores Home Robotics as Potential ‘Next Big Thing’ After Car Fizzles (Bloomberg) Google considers charging for AI-powered search in big change to business model (FT) X’s ‘complimentary’ Premium push gives people blue checks they didn’t ask for (The Verge) Washington state judge blocks use of AI-enhanced video as evidence in possible first-of-its-kind ruling (NBCNews) Amazon Sellers Plagued by Surge in Scam Returns (WSJ) Business Schools Are Going All In on AI (WSJ) Rock band Kiss sells rights for $300mn to firm behind Abba hologram show (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

Have we just had a major breakthrough in Quantum Computing? The earthquake in Taiwan might lead to some chip issues. We don’t quite know yet. Amazon is retooling it’s Just Walk Out technology. Venture capitalists are having a hard time raising money. And in the last segment of the show, I actually break some news about Coinbase. Links: Microsoft and Quantinuum say they’ve ushered in the next era of quantum computing (TechCrunch) AI-generated songs are getting longer, not necessarily better (The Verge) Top musicians among hundreds warning against replacing human artists with AI (Axios) TSMC Facilities to Resume Production Overnight After Quake (Bloomberg) Amazon’s Grocery Stores to Drop Just Walk Out Checkout Tech (The Information) Venture capital reckons with the end of ‘megafund’ era (Financial Times) YouTube Of Our Interview With David Marcus Learn more about your ad choices. Visit megaphone.fm/adchoices

Big trove of AT&T customer data dumped online. Microsoft is unbundling Teams. Amazon is readying its own big LLM. We should probably assume Section 230 does not cover AI. And what do you name an AI supercomputer? Stargate, apparently. Links: AT&T resets account passcodes after millions of customer records leak online (TechCrunch) Exclusive: Microsoft to separate Teams and Office globally amid antitrust scrutiny (Reuters) Amazon scrambles for its place in the AI race (The Verge) Gen-AI Search Engine Perplexity Has a Plan to Sell Ads (Adweek) The AI Industry Is Steaming Toward A Legal Iceberg (WSJ) Microsoft and OpenAI Plot $100 Billion Stargate AI Supercomputer (The Information) Learn more about your ad choices. Visit megaphone.fm/adchoices

What prolific AI investor Nat Friedman expects from GPT-5, Microsoft's general strategy in AI, how he invests in startups, and his background an philosophy when it comes to investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

SBF gets 25 years. X is maybe about to NSFW. Apple’s new OLED iPads should be coming in May. I can’t cram another acronym in here to tell you about Apple suing an employee for leaking. And, of course, the WLS… Weekend Longreads Suggestions. Links: Bankman-Fried sentenced to 25 years for multi-billion dollar FTX fraud (Reuters) Elon Musk’s X Is Testing ‘Adult Content’ Groups for Users (Bloomberg) Apple Sues Former Employee for Leaking iPhone's Journal App and More (MacRumors) Apple Plans New iPad Pro for May as Production Ramps Up Overseas (Bloomberg) Reddit shares plunge almost 25% in two days, finish the week below first day close (CNBC) Weekend Longreads Suggestions: How We’ll Reach a 1 Trillion Transistor GPU (IEEE Spectrum) How Jesse Plemons Came to Star in, Well, Pretty Much Everything (Texas Monthly) Learn more about your ad choices. Visit megaphone.fm/adchoices

There’s a new king of the AI hill as Anthropic bests OpenAI for the first time. Amazon invests more in Anthropic and is investing a TON more in datacenters. Is that GPT sort of App Store not exactly catching fire? A big acquisition in gaming. And the tiny Caribbean island nation that is one of the biggest winners of the AI moment so far. Links: “The king is dead”—Claude 3 surpasses GPT-4 on Chatbot Arena for the first time (ArsTechnica) Amazon spends $2.75 billion on AI startup Anthropic in its largest venture investment yet (CNBC) Amazon Bets $150 Billion on Data Centers Required for AI Boom (Bloomberg) OpenAI’s app store draws investors and students seeking artificial aids (FT) Oregon’s governor signs right-to-repair law that bans ‘parts pairing’ (The Verge) Take-Two Buys Gearbox From Embracer, Confirms Development on New Borderlands Game (IGN) The A.I. Boom Makes Millions for an Unlikely Industry Player: Anguilla (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Disney launches Hulu on Disney+. Apple schedules WWDC. Some Apple users report being victims of MFA bombing attacks. What it will mean to be certified as an AI PC. And more crazy data on the hunt for talent in the AI Wars. Links: Hulu on Disney+ Launches Out of Beta With Marketing Push to Grow Subscribers (The Hollywood Reporter) The Disney Plus-Hulu merger is way more than a streaming bundle (The Verge) Apple Announces WWDC 2024 Event for June 10 to 14 (MacRumors) Recent ‘MFA Bombing’ Attacks Targeting Apple Users (KrebsonSecurity) Databricks launches DBRX, challenging Big Tech in the open source AI race (VentureBeat) Databricks open-sources its own large language model, DBRX (SiliconAngle) Databricks spent $10M on new DBRX generative AI model, but it can’t beat GPT-4 (TechCrunch) Intel shares Microsoft's new AI PC definition, launches AI PC Acceleration Programs and Core Ultra Meteor Lake NUC developer kits at AI conference (Tom's Hardware) The Fight for AI Talent: Pay Million-Dollar Packages and Buy Whole Teams (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Executive shuffling indicates that Microsoft is serious about reorganizing itself around AI. The US and UK move against those alleged Chinese infrastructure hackers. OpenAI seems to be courting Hollywood for its Sora tool. And is the IPO window finally open for tech companies? Links: Microsoft has a new Windows and Surface chief (The Verge) Canva Strikes Biggest Acquisition Yet in Chase to Take on Adobe (Bloomberg) US sanctions APT31 hackers behind critical infrastructure attacks (BleepingComputer) OpenAI shows off first examples of third-party creators using Sora (VentureBeat) OpenAI Courts Hollywood in Meetings With Film Studios, Directors (Bloomberg) Reddit options launch draws bulls, as shares soar (Reuters) IPO Window Cracks Open and Silicon Valley Sees Some Daylight (Bloomberg) Meta’s new opt-out setting limits visibility of politics on Instagram and Threads (The Verge) Elon Musk’s Starlink Terminals Are Falling Into the Wrong Hands (Bloomberg) Nat Friedman YouTube Video Learn more about your ad choices. Visit megaphone.fm/adchoices

They said this law would be one that was capable of moving fast. The EU has already opened formal DMA investigations into Apple and Google. Stability AI seems to be circling the Deadpool. Checking in on the health of X. Greater homescreen control coming to iPhones? And what should we make of tech insiders selling massive amounts of shares? Sponsors: MackWeldon.com promocode RIDE Links: EU probes Apple, Meta and Alphabet under landmark new law (Financial Times) Stability AI Founder Emad Mostaque Plans To Resign As CEO, Sources Say (Forbes) Fewer people are using Elon Musk’s X as the platform struggles to attract and keep users, according to analysts (NBCNews) Spotify adds video learning courses in latest experiment (The Verge) Sources: iOS 18 Lets Apps Be Placed Anywhere on Home Screen Grid (MacRumors) Justice Department Risks Picking the Wrong Fight With Apple (Bloomberg) Thiel, Bezos and Zuckerberg join parade of insiders selling tech stocks (Financial Times) Learn more about your ad choices. Visit megaphone.fm/adchoices

Everyone is analyzing the DOJ’s case against Apple. An unpatchable vulnerability in Apple Silicon has been uncovered. Threads joins the Fediverse. How that whole Microsoft hiring the Inflection AI team actually maths out. And, of course, the Weekend Longreads Suggestions. Links: Apple CarPlay is anticompetitive, too, US lawsuit alleges (The Verge) U.S. versus Apple: A first reaction (Six Colors) Unpatchable vulnerability in Apple chip leaks secret encryption keys (ArsTechnica) Threads’ fediverse beta opens to share your posts on Mastodon, too (The Verge) Microsoft Agreed to Pay Inflection $650 Million While Hiring Its Staff (The Information) Weekend Longreads Suggestions: 8 Google Employees Invented Modern AI. Here’s the Inside Story (Wired) China’s Super-Cheap EVs Offer Hope for Average American Buyers (Bloomberg Businessweek) Indie, rocked (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

The DOJ opened a lawsuit against Apple. Reddit’s IPO should be happening today. An Epic Games Store on iOS should be coming later this year. Carvana is a Covid-times high-flier that has actually recovered. And Neuralink’s first human patient reveals himself to the world. Links: U.S. Sues Apple, Alleges Tech Giant Exploits Illegal Monopoly (WSJ) Reddit prices IPO at $34 per share in first major social media offering since 2019 (CNBC) The Epic Games Store is coming to Android (9to5Google) Apple Faces Legal Protest From Meta, Microsoft, X, Spotify and Match (WSJ) Carvana makes U-turn away from financial abyss (Financial Times) Amazon’s New Focus: Fending Off Rivals Temu and Shein (WSJ) Watch Neuralink’s First Human Subject Demonstrate His Brain-Computer Interface (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft hiring DeepMind co-founder Mustafa Suleyman to run their new AI division might sound like boring c-suite musical chairs, but it’s actually super interesting. Intel gets the first huge check from the CHIPS Act. Stardew Valley is breaking gaming records. And the interesting startup that does AI music. Links: Microsoft Hires DeepMind Co-Founder Suleyman to Run Consumer AI (Bloomberg) Microsoft bets on start-ups to extend AI lead with hiring of Inflection chief (Financial Times) Intel to receive $8.5bn in US funding for high-end chip manufacturing (Financial Times) Stardew Valley’s 1.6 update smashes its Steam player record (The Verge) A ChatGPT for Music Is Here. Inside Suno, the Startup Changing Everything (Rolling Stone) Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia announced… well, a ton of things. Two new AI tools show that video is having an AI moment. An update on how TikTok is faring in the Senate. And an interesting raise from a startup that wants to become a major new platform player in Gaming. Sponsors: FactorMeals.com/ride50 and code ride50 Links: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’ (CNBC) Nvidia launches NIM to make it smoother to deploy AI models into production (TechCrunch) Nvidia enlists humanoid robotics’ biggest names for new AI platform, GR00T (TechCrunch) Nvidia announces Earth-2 digital twin to forecast planet’s climate change (VentureBeat) Google researchers unveil ‘VLOGGER’, an AI that can bring still photos to life (VentureBeat) Stability AI brings a new dimension to video with Stable Video 3D (VentureBeat) DOJ to Push for TikTok Divestiture in Senate Briefings (Bloomberg) Playtron: the startup hoping to Steam Deck-ify the world (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

I did NOT have on my bingo card Apple turning to Google to power its first big foray into modern AI on its hardware. Even while a new Apple AI model might be pointing to breakthroughs in AI reasoning. One of the biggest e-sports competitions in the world has been hacked by cheaters. And some pretty bearish news for the VR industry. Links: Apple Is in Talks to Let Google Gemini Power iPhone AI Features (Bloomberg) Apple researchers achieve breakthroughs in multimodal AI as company ramps up investments (VentureBeat) xAI open-sources base model of Grok, but without any training code (TechCrunch) Musk’s Grok AI goes open source (VentureBeat) Massive ‘Apex Legends’ Hack Disrupts NA Finals, Raises Serious Security Concerns (Forbes) Sony Hits Pause on PSVR2 Production as Unsold Inventory Piles Up (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Perplexity CEO Aravind Srinivas tell Chris and I to expect more partnerships like the recent one with Yelp; how Perplexity thinks of search differently than Google does; and the competition Perplexity fears beyond Google. Learn more about your ad choices. Visit megaphone.fm/adchoices

Remember that Apple has quietly made more AI acquisitions than anyone else? They quietly made another one. The FCC has a new definition for broadband. Looks like everybody knows the EU is a stick they can beat Apple with now. And, of course, the Weekend Longreads Suggestions. Sponsors: Robinhood.com/boost Links: Apple Buys Canadian AI Startup as It Races to Add Features (Bloomberg) FCC scraps old speed benchmark, says broadband should be at least 100Mbps (ArsTechnica) Spotify says its iPhone app updates in the EU are getting held up by Apple (The Verge) Pornhub Disables Website in Texas Over Age-Verification Law (Variety) Weekend Longreads Suggestions: Can Reddit Survive Its Own IPO? (Wired) One Big Reason Gen Z Is Still on Facebook: To Save Money (NYTimes) How Nvidia beat everyone else in the AI race (Vox) Learn more about your ad choices. Visit megaphone.fm/adchoices

If this TikTok bill is actually going to become law, who would actually be in the running to take it over? A bunch of announcements from Microsoft. Hard data on how we listen to music these days. And estimates for how much AI could cut into the traditional web search business. Sponsors: Ramp.com/techmeme Links: House passes TikTok bill that could ban app in the U.S., spawning Senate support (The Washington Post) Microsoft has added the GPT-4 Turbo LLM to the free version of Copilot (Neowin) Microsoft says new AI security chatbot pricing model lets customers ‘buy what they need’ (CNBC) Microsoft Teams is finally moving to a single app for personal and work (The Verge) Anthropic releases Claude 3 Haiku, an AI model built for speed and affordability (VentureBeat) MusicWatch Reports Results of 2023 Annual Music Study: Record Numbers of Music Streamers and Paid Subscribers (Music Watch) Google's Gen AI Search Threatens Publishers With $2B Annual Ad Revenue Loss (AdWeek) YouTube Video Of The Perplexity CEO Interview Learn more about your ad choices. Visit megaphone.fm/adchoices

The TikTok legislation has passed the House, but it’s path through the Senate is uncertain to say the least. The first real AI regulation has passed, in Europe, of course. Arm’s new chips for self-driving cars. Did Cerebras just break Moore’s Law with its new AI chips? Spotify has music videos. And Perplexity continues to try to become Google Search faster than Google search can become them. Sponsors: Shopify.com/ride Nutrafol.com/men code: RIDEHOME Links: TikTok bill, racing toward House passage, faces a minefield in the Senate (Washington Post) How TikTok Was Blindsided by U.S. Bill That Could Ban It (WSJ) World’s first major act to regulate AI passed by European lawmakers (CNBC) Stripe in ‘no rush’ to go public as cash flow turns positive (FT) Arm unveils first chip design to power self-driving cars (FT) AI startup Cerebras unveils the WSE-3, the largest chip yet for generative AI (ZDNet) Spotify adds music videos in some countries (TechCrunch) Perplexity brings Yelp data to its chatbot (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

More App Store changes from Apple will allow developers to offer apps via their website. In Europe only, of course. Some of you can file your taxes online, for free, starting today. Why bitcoin has been breaking records. An interesting AI raise. Is TikTok about to launch an Instagram competitor? Though maybe the reason they need to is their user numbers are flatlining. Sponsors: Shopify.com/ride Links: Apple will allow users to download apps directly from a developer’s website, in latest EU App Store rule change (9to5Mac) The IRS launches Direct File, a pilot program for free online tax filing available in 12 states (AP) Crypto Product Inflows Soar to Record High, CoinShares Says (Bloomberg) Airbnb is banning indoor security cameras (The Verge) Gold-Medalist Coders Build an AI That Can Do Their Job for Them (Bloomberg) Exclusive: Tiktok is working on a new Photo Sharing platform to compete with Instagram (The SpAndroid) TikTok's growth rate has collapsed. 'Life' may be getting in the way for its younger users. (Business Insider) Learn more about your ad choices. Visit megaphone.fm/adchoices

Epic got Apple to blink! Sam Altman got back on OpenAI’s board of directors. Reddit finally gets to IPO. Elon Musk says X.ai is going open source. And once again, you won’t believe the degree to which your car and your driving is the new data treasure trove for companies to monetize. Sponsors: 1password.com/ride ArcticWolf.com/techmeme Links: Epic says Apple will reinstate developer account, clearing path for Epic Games Store on iPhone (9to5Mac) Sam Altman returns to OpenAI's board (Axios) Sam Altman rejoins OpenAI’s board after investigation into sudden firing (The Verge) OpenAI’s Sam Altman Returns to Board After Probe Clears Him (Bloomberg) Elon Musk says xAI will open-source Grok this week (TechCrunch) Reddit to raise nearly $750 million in upcoming IPO (CNBC) Telegram hits 900mn users and nears profitability as founder considers IPO (Financial Times) Automakers Are Sharing Consumers’ Driving Behavior With Insurance Companies (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Guy Kawasaki shares key insights on how to have a successful career, found in his new book: Think Remarkable. Also, some fun Apple and Steve Jobs story, such as: what kind of a***ole boss WAS Steve Jobs, exactly. The kind you want, Guy says. Buy the book: Think Remarkable Learn more about your ad choices. Visit megaphone.fm/adchoices

Did TikTok overplay its hand yesterday? The potential legislation against them is suddenly moving quickly. How Temu might be single handedly responsible for the tech advertising turnaround. More drama behind the whole Sam Altman ouster business. And, of course, the weekend longreads suggestions. Links: Furious Congress plows forward with TikTok bill after user revolt (Axios) China Readies $27 Billion Chip Fund to Counter Growing US Curbs (Bloomberg) Temu’s Push Into America Pays Off Big Time for Meta and Google (WSJ) Key OpenAI Executive Played a Pivotal Role in Sam Altman’s Ouster (NYTimes) Weekend Longreads Suggestions: The Nvidia Chips Inside Powerful AI Supercomputers (WSJ) Amid explosive demand, America is running out of power (Washington Post) How Netflix’s Massive Paydays, COVID and TikTok Caused ‘Explosion of Comedians’ (Variety) Learn more about your ad choices. Visit megaphone.fm/adchoices

On the first day of the DMA regime, the whole battle between Apple and Epic Games has gotten hella weird. Rumors of the US government going after TikTok again are swirling, again. What if we see a foldable Macbook before a foldable iPhone? And why the job of AI Prompt Engineer might be made redundant by… AI. Sponsors: Kolide.com/ride Links: Apple kills Epic’s iOS game store plans over App Store criticism (The Verge) Apple Set to Be Quizzed by EU Over ‘Fortnite’ Maker Shutout (Bloomberg) Big Tech howled over E.U. antitrust law. The White House declined a rescue. (The Washington Post) W.H. works with Hill to ban TikTok (Punchbowl News) Kuo: Apple actively working on 20.3-inch foldable MacBook (9to5Mac) AI Prompt Engineering Is Dead Long live AI prompt engineering (IEEE Spectrum) Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple shows how it is complying with the DMA. We’ve got a Microsoft hardware event coming up. I wonder if they’ll mention AI? Has BlackCat been defeated, or is this a clever ruse to rebrand? And OpenAI has clapped back at Elon’s lawsuit. Links: Apple Releases iOS and iPadOS 17.4 with Major Safari and App Store Changes in the EU, Transcripts for Podcasts, New Emoji, and More (MacStories) EXCLUSIVE: Microsoft will unveil OLED Surface Pro 10 and Arm Surface Laptop 6 this spring ahead of major Windows 11 AI update (Windows Central) 'Exit scam' - hackers that hit UnitedHealth pull disappearing act (Reuters) OpenAI Fires Back at Musk Allegations With Trove of Emails (Bloomberg) Sam Altman tells staff OpenAI investigation will 'soon' close, as employees brace for more surprises (Business Insider) YouTube Video Of The Guy Kawasaki Interview Learn more about your ad choices. Visit megaphone.fm/adchoices

The big DMA deadline is mere hours away. A big Twitter related lawsuit has arrived that I kind of can’t believe took this long. Nothing releases a pretty compelling cheap phone. Waymo is bringing its driverless taxi service to Los Angeles. And is Linux quietly having a moment? Links: Google rolls out changes for users, apps developers as EU tech rules loom (Reuters) Instagram now lets you edit DMs up to 15 mins after sending them (TechCrunch) M3 MacBook Pro will gain multi-display support in software update (9to5Mac) Former Twitter Executives Sue Musk Over Unpaid Severance (WSJ) The Nothing Phone 2A proves thoughtful design can come at a budget price (The Verge) Waymo can now charge for robotaxi rides in LA and on San Francisco freeways (TechCrunch) Linux Crosses 4% Market Share Worldwide (Linuxiac) Learn more about your ad choices. Visit megaphone.fm/adchoices

The EU Commission has fined Apple for stifling music streaming competition. New Macbook Airs with the M3 chip. Why the Apple Car was doomed from day one. Anthropic releases Claude 3 in three different flavors. And if 5G isn’t floating your boat, can I interest you in 5G Advanced? Links: Apple hit with €1.8bn fine for breaking EU law over music streaming (Financial Times) Apple launches new 13-inch and 15-inch MacBook Air with M3 chip, support for two external displays, faster Wi-Fi (9to5Mac) Apple’s Car Was Doomed by Its Lofty Ambitions to Outdo Tesla (Bloomberg) Anthropic unveils Claude 3, surpassing GPT-4 and Gemini Ultra in benchmark tests (VentureBeat) Google-backed Anthropic debuts its most powerful chatbot yet, as generative AI battle heats up (CNBC) Telcos are barely done rolling out 5G networks — and they’re already talking about ‘5.5G’ (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

Elon is suing Sam Altman and OpenAI. Meta continues to get out of the news business, especially when it’s being pushed. A new AI deepfake supertool. And, of course, the Weekend Longreads Suggestions. Links: Elon Musk sues OpenAI over AI threat (Courthouse News Service) Meta to Wind Down Its News Feature in the US and Australia (Bloomberg) Microsoft introduces Copilot AI chatbot for finance workers in Excel and Outlook (CNBC) Alibaba’s new AI system ‘EMO’ creates realistic talking and singing videos from photos (VentureBeat) Weekend Longreads Suggestions: Wait. Why is Reddit losing so much money? (Business Insider) The 9-Month-Old AI Startup Challenging Silicon Valley’s Giants (WSJ) What a Major Solar Storm Could Do to Our Planet (The New Yorker) Learn more about your ad choices. Visit megaphone.fm/adchoices

The SEC has subpoenaed OpenAI. What if the Vision Pro is selling better than even Apple thought? Beware of the repo attack affecting GitHub. Beware of the video doorbells that are ridiculously easy to take over. And is robotics the next big tech industry we need to be paying attention to? Links: SEC Investigating Whether OpenAI Investors Were Misled (WSJ) EA to lay off 5% of workforce, or about 670 employees (CNBC) Vision Pro demand higher than expected; returns down to 1% – Kuo (9to5Mac) Kuo: Apple Vision Pro on Track to Launch in More Countries Before WWDC in June (MacRumors) Apple Vision Pro return rate is about the same as the iPhone 15 Pro (Apple Insider) StarCoder 2 is a code-generating AI that runs on most GPUs (TechCrunch) GitHub besieged by millions of malicious repositories in ongoing attack (ArsTechnica) These Video Doorbells Have Terrible Security. Amazon Sells Them Anyway. (Consumer Reports) Humanoid robot startup Figure AI valued at $2.6 billion as Bezos, OpenAI, Nvidia join funding (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

The Apple car project is dead. Really, this time. We think. Google is working to fix Gemini. If you’re using Tumblr, your posts might soon be training OpenAI’s models. Klarna’s AI is doing the work of hundreds of humans. And another fever dream of the most recent boom years might be over. Links: Apple to Wind Down Electric Car Effort After Decadelong Odyssey (Bloomberg) Apple's Scrapped Car Project Means AI and Headset Bets Are More Urgent (Bloomberg) Google CEO calls AI tool’s controversial responses ‘completely unacceptable’ (Semafor) Tumblr and WordPress to Sell Users’ Data to Train AI Tools (404 Media) Klarna says its AI assistant does the work of 700 people after it laid off 700 people (FastCompany) Thrasio, once king of e-commerce aggregation, files for Ch.11 (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

If you can believe it, MOAR layoffs in gaming. Big layoffs at Sony. We might see Meta’s first AR glasses later this year. The big hack affecting US pharmacies. Hopin enters the Deadpool. And yet another startup takes at swing at the delayed gratification gimmick for social media. Sponsors: Hims.com/ride Links: Sony is laying off 900 PlayStation employees (The Verge) Microsoft’s Mistral AI Investment to Be Examined by EU Watchdog (Bloomberg) Meta aims to reveal and demo Orion, its first true AR glasses, during its fall developer conference (Business Insider) US pharmacy outage triggered by 'Blackcat' ransomware at UnitedHealth unit, sources say (Reuters) Netflix confirms it’s cutting off Apple billing for legacy subscribers (The Verge) Hopin's UK business enters liquidation as it transfers HQ to the US (Sifted) The Supreme Court is about to decide the future of online speech (The Verge) Supreme Court Fears ‘Land Mines’ in Social Media Debate Over Free Speech (Bloomberg) Lapse, the app turning your phone into an old-school camera, snaps up $30M (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Mobile World Congress kicks off this week, and I bet you can guess what the big theme this year is. All the hardware that is being announced to allow you to do AI on your existing devices. Samsung unveiled its Galaxy Ring, but Apple wants you to know it could do a ring too if it wanted to. And Lenovo’s see-through laptop is cool looking, but also, looking for a use case. Links: Samsung unveils the Galaxy Ring as a way to 'simplify everyday wellness' (Engadget) Apple Ponders Whether to Develop Smart Glasses, Fitness Ring (Bloomberg) Here’s why the $3,500 Apple Vision Pro headset is so expensive (CNBC) Au Large (Mistral.ai) Nvidia launches RTX 500 and 1000 Ada Generation laptop GPUs for AI on the go (VentureBeat) Lenovo’s laptop concept is fully transparent, but the point isn’t entirely clear (TechCrunch) Peering through Lenovo’s transparent laptop into a sci-fi future (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Catching you up on the great Substack controversy and who is winning the race to be the new Twitter? Ed's new podcast is called Better Offline, which you can find wherever fine podcasts are found. And his newsletter is called: Where's Your Ed At? Learn more about your ad choices. Visit megaphone.fm/adchoices

We have all the details of the Reddit IPO. And Sam Altman of all people makes an appearance in the S1! What that big cell phone outage yesterday was all about. Can Mark Zuckerberg be held personally liable in some of these Meta lawsuits? And given this weeks’ news, in the longreads, a long interview with Nvidia’s CEO predicting the future of computing. Sponsors: Robinhood.com/boost Links: Reddit files to list IPO on NYSE under the ticker RDDT (CNBC) Reddit is going public and inviting power users to invest (The Verge) AT&T outage caused by software update, company says (ABCNews) Meta’s Zuckerberg Seeks Out of Lawsuits Blaming Him for Instagram Addiction (Bloomberg) Bluesky opens up federation, letting anyone run their own server (TechCrunch) OnlyFans is the most lucrative side hustle, tax service shows (Mashable) Weekend Longreads Suggestions: Tech Job Interviews Are Out of Control (Wired) Nvidia Hardware Is Eating the World (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices

The most important tech company in the world right now reported earnings yesterday, and they were historic. Stability AI is previewing Stable Diffusion 3.0. Google has to fix some if its AI image generation details. Amazon is getting aggressive about bringing sports to streaming. And has a startup we’ve never mentioned made a big AI breakthrough? Sponsors: Nutrafol.com/men and promocode RIDEHOME Links: Nvidia posts revenue up 265% on booming AI business (CNBC) Stable Diffusion 3.0 debuts new diffusion transformation architecture to reinvent text-to-image gen AI (VentureBeat) Google Pauses Gemini's Image Generation of People to Fix Historical Inaccuracies (PC Mag) Google pauses Gemini’s ability to generate AI images of people after diversity errors (The Verge) Tuned In: Amazon Said To Be Paying Record $120M To Stream NFL Playoff Game (Front Office Sports) Exclusive: Reddit in AI content licensing deal with Google (Reuters) The ‘Magic’ Breakthrough That Got Friedman and Gross to Bet $100 Million on a Coding Startup (The Information) Learn more about your ad choices. Visit megaphone.fm/adchoices

Signal finally rolls out usernames, but Apple goes one better security-wise, by quantum encrypting iMessage. Weirdly, Apple also launched a standalone sports scores app. Gemma is an open-source flavor of Gemini from Google. And Reddit wants to reserve some IPO shares for its users. Links: Signal Finally Rolls Out Usernames, So You Can Keep Your Phone Number Private (Wired) Apple is hardening iMessage encryption now to protect it from a threat that doesn't exist yet (Apple Insider) Apple’s iMessage Is Getting Post-Quantum Encryption (Wired) Apple Sports: New Free App Provides Real-Time Scores and Stats, Designed to Drive Apple TV Tune-In (Variety) Apple launches Apple Sports app with scores and betting odds (The Verge) Apple says iPhone 15 batteries have a longer lifespan than initially thought (9to5Mac) Apple retroactively doubles the iPhone 15 and 15 Pro’s battery lifespan (Macworld) Google Gemma: because Google doesn’t want to give away Gemini yet (The Verge) Meet 'Groq,' the AI Chip That Leaves Elon Musk’s Grok in the Dust (Gizmodo) Reddit Plans to Sell Stock to Loyal Users in Unusual IPO Wager (WSJ) Ed Zitron YouTube Bonus Episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Perhaps the biggest law enforcement action against a ransomware gang ever. Once again, you could view other people’s cameras on your Wyze camera. How Anthropic is raising to do battle with OpenAI. Are the VCs flocking back to San Francisco? And comprehensive proof that defense tech is the new VC hotness. Links: FBI Seizes LockBit Hacking Websites in Ransomware Disruption (Bloomberg) Wyze outage led to the cameras of 13,000 customers being shown to other users (9to5Google) Reddit Signs AI Content Licensing Deal Ahead of IPO (Bloomberg) Inside the Funding Frenzy at Anthropic, One of A.I.’s Hottest Start-Ups (NYTimes) Tech Leaders Fled San Francisco During the Pandemic. Now, They’re Coming Back. (WSJ) UK, Allies Look to Arm Ukraine With AI-Enabled Swarm Drones (Bloomberg) How Silicon Valley learned to love America, drones and glory (Washington Post) Pursuing ‘American Dynamism,’ Andreessen Horowitz Ups Its Game in DC (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

An interview with Bluesky CEO Jay Graber about the future of social media. Sponsors: FactorMeals.com/ride50 and code ride50 for 50% off Learn more about your ad choices. Visit megaphone.fm/adchoices

Huge watershed reveal of OpenAI’s Sora, its first text-to-video model, which can create up to a minute of 1080p video. We used to have a Today In Elon segment. We’re close to needing a Today In Sam Altman one. Increasing signs the Crypto winter is ending. And, of course, the Weekend Longreads Suggestions. Links: OpenAI introduces Sora, its text-to-video AI model (The Verge) OpenAI’s Sora Turns AI Prompts Into Photorealistic Videos (Wired) OpenAI’s newest model Sora can generate videos — and they look decent (TechCrunch) OpenAI’s Sam Altman Seeks US Blessing to Raise Billions for AI Chips (Bloomberg) Sam Altman owns OpenAI's venture capital fund (Axios) Crypto exits remain low but investors remain unfazed (TechCrunch) Crypto venture funding climbs for first time in nearly 2 years after bitcoin’s stellar run (CNBC) Weekend Longreads Suggestions: The fediverse, explained (The Verge) How an African streaming service dethroned Netflix (RestOfWorld) Learn more about your ad choices. Visit megaphone.fm/adchoices

Google’s moving fast. They’ve already launched Gemini 1.5. An EU court rules breaking encryption violates human rights. Why social media is flooded with posts of users returning their Apple Vision Pros. And more proof that the AI moment is making Nvidia one of the most powerful tech companies in the world. Links: Gemini 1.5 is Google’s next-gen AI model — and it’s already almost ready (The Verge) Google’s new Gemini model can analyze an hour-long video — but few people can use it (TechCrunch) Backdoors that let cops decrypt messages violate human rights, EU court says (Ars Technica) People are returning Vision Pro in droves … or are they? (Cult of Mac) OpenAI Develops Web Search Product in Challenge to Google (The Information) ChatGPT is getting ‘memory’ to remember who you are and what you like (The Verge) What comes after Stable Diffusion? Stable Cascade could be Stability AI’s future text-to-image generative AI model (VentureBeat) Nvidia Overtakes Alphabet, One Day After Eclipsing Amazon (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Even Mark Zuckerberg is posting about the Apple Vision Pro. In short: he’s not impressed. Walmart might buy a smart TV maker for the ads. Y Combinator has a new list of the type of startups it wants to see. Maybe don’t give all your secrets to those AI “girlfriend” bots. And why you might have a hard time getting an Uber after your Valentine’s Day dinner tonight. Links: After trying the Vision Pro, Mark Zuckerberg says Quest 3 ‘is the better product, period’ (The Verge) Walmart in Talks to Buy TV Maker Vizio (WSJ) Walmart Eyeing Deal to Buy Vizio for More Than $2 Billion: Report (Variety) Y Combinator Seeks Startups in Robotics, Space and Defense (Bloomberg) OpenAI Researcher Andrej Karpathy Departs (The Information) Apple’s Longest-Serving Designer to Depart Company, Adding to Exodus (Bloomberg) Your AI Girlfriend Is a Data-Harvesting Horror Show (Gizmodo) Uber, Lyft drivers to strike on Valentine’s Day over pay (Washington Post) YouTube Of Bluesky CEO Interview Learn more about your ad choices. Visit megaphone.fm/adchoices

Threads gets “today’s topics.” iMessage and Bing dodge EU DMA regulation. Why Temu bought a bunch of SuperBowl ads. Nvidia’s Chat with RTX lets you run your own ChatGPT right on your Windows machine. And why Microsoft’s forthcoming Xbox strategy shift is potentially such a big deal. Sponsors: ArcticWolf.com/techmeme Shopify.com/ride Links: In battle with X, Threads gets trending topics where politics will be allowed (TechCrunch) Apple iMessage, Microsoft Bing Dodge EU’s Big Tech Crackdown (Bloomberg) Temu Spent Millions on Six Super Bowl Ads as It Tries to Win Back US Shoppers (Bloomberg) The unsettling scourge of obituary spam (The Verge) Chat With RTX brings custom local chatbots to Nvidia AI PCs (VentureBeat) NVIDIA's New AI Chatbot Relies On Local Files, Not the Cloud (HowToGeek) Nvidia’s Chat with RTX is a promising AI chatbot that runs locally on your PC (The Verge) Microsoft prepares to take Xbox everywhere (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Is actual neo-ludditeism going to become a thing, as some people have predicted? Google reveals the strength of its subscription businesses. A review of Google’s Gemini. Bluesky is open and doing some interesting things. And what about the strategic position Snap suddenly finds itself in? Sponsors: ArcticWolf.com/techmeme Links: A crowd destroyed a driverless Waymo car in San Francisco (The Verge) Google One hits 100 million subscribers (The Verge) Google’s Gemini assistant is a fantastic and frustrating glimpse of the AI future (The Verge) ASML's next chip challenge: rollout of its new $350 mln 'High NA EUV' machine (Reuters) Meta turns its back on politics again, angering some news creators (Washington Post) Bluesky Opens Up (TechDirt) It’s Snap versus the world (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Sam Altman wants to raise more money for his chip ambitions than the entire semiconductor industry. The Feds might put the breaks on Microsoft’s acquisition of Activision… again. Is Ring raising its subscription doorbell prices too much? And, of course, the weekend longreads suggestions. Sponsors: Robinhood.com/boost Links: Sam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AI (WSJ) Exclusive: Nvidia chases $30 billion custom chip market with new unit -sources (Reuters) Disney’s Epic Deal Values Fortnite Maker at $22.5 Billion, a Sharp Cut (The Information) Activision Had Planned Layoffs Before Merger, Microsoft Says (Bloomberg) Ring video doorbell customers angry at 43% price hike (BBC) Ring is raising the price of its cheapest subscription plan by 25 percent (The Verge) Arm shares surge 48% after SoftBank-controlled chip designer issues strong forecast (CNBC) Weekend Longreads Suggestions: Can AI Unlock the Secrets of the Ancient World? (Bloomberg Businessweek) AI Just Discovered 'Unreadable' Ancient Scrolls (National Geographic) Learn more about your ad choices. Visit megaphone.fm/adchoices

Google has released Gemini Ultra 1.0, renamed Bard as Gemini and looks to be replacing Google Assistant with Gemini. Disney has invested in a big stake of Epic Games to get at Fortnite IP. Leaked images of the Pixel Fold 2. And what if OpenAI is facing the same strategic dilemma that Mark Zuckerberg was never able to overcome? Sponsors: Robinhood.com/boost Links: Google’s AI now goes by a new name: Gemini (The Verge) Google Assistant Just Got Supercharged With AI. It Might Be the Biggest Update in Google's History. (Gizmodo) Google Prepares for a Future Where Search Isn’t King (Wired) Google Joins Effort to Help Spot Content Made With A.I. (NYTimes) Disney to take $1.5 billion stake in Epic Games, work with Fortnite maker on new content (CNBC) China had "persistent" access to U.S. critical infrastructure (Axios) Exclusive: This could be the Google Pixel Fold 2 (Android Authority) OpenAI Shifts AI Battleground to Software That Operates Devices, Automates Tasks (The Information) Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI is adding watermarks to Dall-E 3 images. A new AI model from Apple. A new open source model that is king of the LLM hill. More rumors of a foldable iPhone. A new streaming service that will be like Hulu but for sports. And the specific words and phrases that will get your college application essay flagged as being AI-generated. Sponsors: TryFum.com/ride to save 10% off the Journey Pack today. Links: OpenAI is adding new watermarks to DALL-E 3 (The Verge) Apple Develops a Foldable Clamshell iPhone (The Information) ESPN, Fox and Warner Team Up to Create Sports Streaming Platform (WSJ) Apple releases ‘MGIE’, a revolutionary AI model for instruction-based image editing (VentureBeat) Meet ‘Smaug-72B’: The new king of open-source AI (VentureBeat) Did You Use ChatGPT On Your School Applications? These Words May Tip Off Admissions (Forbes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Don’t forget your Vision Pro password, or else you’re going to have to return it to the Apple Store to use it again. Why are the gaming platforms willing to play nice all of the sudden? The AI that can spit out fake IDs in seconds. Does Google owe you yet more money? And more signs the tech recession is over. Sponsors: Miro.com/podcast Hims.com/ride Links: Forgot Your Apple Vision Pro’s Passcode? You May Have to Take It Back to Store (Bloomberg) YouTube says a Vision Pro app is ‘on the roadmap’ (The Verge) Microsoft to share details on bringing Xbox games to PlayStation next week (The Verge) Roblox rolls out real-time AI translation for all users — is this the start of true global multiplayer? (Tom's Guide) Inside the Underground Site Where ‘Neural Networks’ Churn Out Fake IDs (404Media) Google agrees to pay $350 million settlement in data privacy case (Washington Post) Digital ad market shows signs of sharp rebound as Meta, Amazon point to growth (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices