Episodes

Tim Cook warned Apple price hikes are unavoidable as AI gobbles up memory chips. Noam Shazeer bolted from Google to OpenAI. Midjourney unveiled a bizarre full-body ultrasound scanner, and businesses piled into Kalshi to hedge real-world risk. In an interview, Tim Cook says Apple price hikes are "unavoidable" to offset surging memory and storage chip costs, and "the situation has become unsustainable" (The Wall Street Journal) Star Google AI Researcher Shazeer Joins OpenAI (The Information) Mi...

Snap unveiled its $2,195 standalone Specs AR glasses. Google rolled out Android 17 and Wear OS 7. Trump officials mulled equity stakes in AI firms, Apple's camera AirPods slipped to 2027, and TikTok was drowning in AI slop. Snap is finally about to ship AR glasses — and they cost a fortune (The Verge) Android 17 launches with new multitasking tools as Google expands Gemini features (TechCrunch) Trump advisers weigh structure of potential AI stakes (Semafor) Apple Plans Camera AirPods, iPhone...

SpaceX is acquiring Cursor for $60B days after its blockbuster IPO, as its stock soared 20% on day one. Anthropic's standoff with the Trump administration churned on without resolution, OpenAI's 2025 spending hit $34B, and OpenRouter's Fusion claims to beat frontier models. SEC filing: SpaceX agrees to acquire Anysphere in a merger valuing the Cursor-developer at $60B, expected to close in Q3 2026 (Reuters) SpaceX has agreed to acquire AI coding startup Cursor in a $60B stock deal, less than t...

Anthropic sent staff to DC to resolve the Mythos 5 export crisis after Amazon's Jassy reportedly helped trigger the federal block. Fox is buying Roku for ~$22B, the UK bans social media for under-16s, and Chinese Tesla drivers fool monitoring with doll heads. Sources: senior Anthropic technical staff are in DC to meet WH officials and try to fix the Mythos 5 dispute; both sides say they are eager to resolve the issue (Axios) The US Commerce Dept blocked foreign persons from accessing Fable 5 a...

SpaceX priced the biggest IPO ever at $135/share, raising $75B and debuting at $1.77T. ShinyHunters exploited an unpatched Oracle PeopleSoft flaw hitting 100+ organizations, Mistral seeks €3B at €20B, MrBeast hit 500M subscribers, and SBF lost his appeal. SpaceX raises $75B in the biggest-ever IPO, pricing 555.6M shares at $135 each, giving it a market value of $1.77T (Bloomberg) Founders Fund's ~3% SpaceX stake is worth $50B+, Sequoia's ~1.5% is worth $20B+, and a16z will see its biggest retu...

Anthropic backtracked on secretly degrading Fable 5 for AI researchers after fierce backlash. OpenAI considers drastic token price cuts anticipating war with Anthropic. Dario Amodei calls for FAA-style AI regulation, the FBI seized fake Chinese consulting domains, and DoorDash launches AI ordering. Anthropic backtracks on its decision to quietly limit Fable 5's ability to develop LLMs, saying "requests will visibly fall back to Opus 4.8", after backlash (Wired) Sources: OpenAI is considering d...

The CFTC proposed prediction market rules banning bets on war and assassinations. SpaceX drew $250B+ in IPO demand far beyond its $75B target. Microsoft patched a record ~200 security flaws, Tesla has just 59 robotaxis, and Siri AI gets its first hands-on. Sources: the CFTC will propose new prediction market rules, banning bets it finds aren't in the public interest or that seem highly susceptible to manipulation (WSJ) Microsoft's June 2026 Patch Tuesday fixes a record nearly 200 security flaw...

Anthropic released Claude Fable 5, a guardrailed Mythos-class model, to the public and Mythos 5 to trusted partners. OpenAI confidentially filed for an IPO. Hackers injected credential-stealing malware into 70+ Microsoft GitHub repos, and Apple details its new Gemini-based foundation models. Anthropic releases Claude Fable 5, a "safe" Mythos-class model it says can't be used for cyberattacks, to the public, and Claude Mythos 5 to trusted orgs (Wired) OpenAI confidentially files for an IPO, say...

Apple unveiled Siri AI at WWDC, built on Google's Gemini, launching in beta with no firm date. Google signed a $920M/month SpaceX compute deal, Trump floats government equity stakes in AI labs, and OpenAI plans to turn ChatGPT into a superapp. Apple announces Siri AI, with on-screen awareness, personal context understanding, a Dynamic Island-based interface, and more, along with a new Siri app (9to5Mac) Filing: Google has agreed to pay SpaceX $920M per month for access to Nvidia chips as part ...

Bots passed human web traffic for the first time, per Cloudflare's CEO. The S&P 500 rejected fast-entry for mega-cap IPOs like SpaceX. Anthropic embedded engineers at the NSA, Meta hid face-recognition code in its app, and Cambridge trialed the first AI-designed vaccine.

Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp raised $750M at $44B, and Anthropic says 80%+ of its merged code is now Claude-authored. Google releases Gemma 4 12B, an 11.95B-parameter unified, encoder-free open multimodal model that can run locally on devices with 16GB of VRAM or unified memory (VentureBeat) Public First: 26% of Americans support increased data center construction, the lowest s...

Microsoft dominated Build with Scout, an always-on Teams agent, the Surface RTX Spark Dev Box, its first reasoning model MAI-Thinking-1 aimed squarely at Anthropic, and Project Solara for agent-first devices. Trump signed a scaled-back AI executive order on cybersecurity. Microsoft announces Scout, an always-on enterprise AI agent built on OpenClaw that appears as a Microsoft Teams contact to automate tasks such as scheduling (Wired) Microsoft unveils a Surface RTX Spark Dev Box, featuring Nvi...

Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80B for AI spending, and mathematicians publish a warning declaration on AI. Anthropic says it has confidentially filed for an IPO, which could happen as soon as this fall, joining OpenAI and SpaceX in preparing to go public in 2026 (NYT) Anthropic says it will extend Project Glasswing to organizati...

Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniMax launched a coding model rivaling Opus 4.7 at 1/40th the price, and Anthropic bans AI in interviews. Nvidia announces the RTX Spark, an Arm-based consumer chip family it calls "the most efficient PC chip ever built", made on TSMC 3 in partnership with MediaTek (The Verge) Intel details its Cresc...

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Anthropic dropped Opus 4.8 with dynamic workflows for Claude Code and raised $65B at a $965B valuation, overtaking OpenAI. Blue Origin's New Glenn exploded during testing, Amazon killed its AI usage leaderboard, and an AI startup offers free home cleaning for training data. Anthropic launches Opus 4.8, saying it's "more likely to flag uncertainties about its work and less likely to make unsupported claims", at the same price as 4.7 (TechCrunch) Anthropic raised a $65B Series H at a $965B post-...

Valve hiked Steam Deck prices by up to $300 as RAMageddon hits consumer electronics. Bloomberg detailed Apple's Siri overhaul ahead of WWDC, Meta rolls out subscription plans for Instagram, Facebook, and WhatsApp, and Oura unveils a 40% smaller Ring 5. Valve hikes the Steam Deck OLED's prices due to "rising memory and storage costs": from $549 to $789 for the 512GB model and from $649 to $949 for the 1TB model (The Verge) Illustrations based on sources detail Apple's Siri overhaul, including a...

Robinhood launched agentic stock trading, letting users link Claude or Cursor to dedicated accounts. Micron hit $1T market cap in record time on AI memory demand. YouTube now auto-labels AI content, a new coding benchmark crowns GPT-5.5 the clear leader, and Roku overhauls its homescreen. Robinhood launches a feature to let users link AI agents, such as Claude or Cursor, to separate, dedicated investment accounts for trading stocks autonomously (WSJ) Micron hit a $1T market value for the first...

Pope Leo XIV released his AI encyclical alongside Anthropic co-founder Chris Olah. Huawei claims it can match 1.4nm chips by 2031, China imposed travel restrictions on AI talent, cybersecurity hiring surged amid the AI "bug-pocalypse," and American Airlines picked Starlink for in-flight Wi-Fi. Pope Leo XIV presents Magnifica humanitas, his encyclical on AI, calling for AI regulation, protection for children against hypersexualized AI images, and more (NYT) Huawei says it aims to make 1.4nm chi...

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Quantum computing stocks surged after the US announced $2B in grants with equity stakes. Spotify jumped 13% on 2030 guidance targeting $100B in revenue. Anthropic expects $10.9B in Q2 revenue and its first-ever operating profit, while Trump pulled back an AI executive order after calls with Musk and Zuckerberg. Shares of quantum computing companies surged Thursday after the US government announced grants with equity stakes: D-Wave closed up 33%, Rigetti 30%, IBM 12% (CNBC) Spotify closed up 13...

SpaceX filed publicly for its IPO on Nasdaq, revealing $18.7B in 2025 revenue, billions in losses, and Musk's 85.1% voting control. Anthropic pays SpaceX $1.25B per month for compute. Nvidia beat estimates again, Spotify launches Reserved ticketing, and Waymo suspends service over flooding. SpaceX files publicly for its IPO, choosing Nasdaq to make its debut under the symbol SPCX; Elon Musk's shares give him 85.1% of the voting power in the company (Bloomberg) SpaceX's S-1 reveals Anthropic is...

Google dominated I/O with Gemini 3.5 Flash, its fastest agentic model yet, plus Gemini Spark as a 24/7 personal agent. It also launched Gemini Omni for video generation, overhauled its search box, shipped Antigravity 2.0, and added Street View to Project Genie. Google rolls out Gemini 3.5 Flash, its "strongest agentic and coding model yet", for tackling long-horizon agentic tasks, in the Gemini app and Search's AI Mode (Google) Google announces Gemini Spark, a "24/7 personal AI agent" that is ...

The Musk v. Altman jury unanimously rejected Musk's claims on statute of limitations grounds. Andrej Karpathy joined Anthropic's pre-training team. Polymarket partners with Nasdaq on private company markets, Blackstone and Google form a TPU venture, and KPMG embeds Claude into tax advisory. Musk v. Altman: the jury unanimously rejects Elon Musk's claims against OpenAI and Sam Altman, as he filed them outside of a three-year statute of limitations (CNBC) Andrej Karpathy joins Anthropic to help ...