Anthropic continues to project strength in the AI race. How OpenAI is rolling out ads on ChatGPT. Netflix wants to become TikTok faster than TikTok can become them. YouTube wants to have it both ways when it comes to AI. And Elon wants SpaceX to win the great IPO race of 2026. Anthropic?s CEO stuns Davos with Nvidia criticism (TechCrunch) OpenAI rolls out age prediction on ChatGPT (Reuters) OpenAI Lines Up Advertisers, Reveals Key Details Ahead of Ads Launch (The Information) Netflix Is Testing Vertical Video Features For Mobile (THR) YouTubers will be able to make Shorts with their own AI likenesses (The Verge) YouTube CEO Neal Mohan?s Big Ideas for 2026: More Superstar Creators and Transparency, Less AI Slop (THR) Why Elon Musk Is Racing to Take SpaceX Public (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Netflix ups its bid with all cash. Sony is spinning off its legendary TV business with TCL. One of the biggest seed rounds I?ve ever heard of. Reels continues to win for Zuck. And let me introduce you to the ?Assistant Axis? and what it might mean for AI. Netflix revises its offer for Warner Bros. Discovery. Now, it?s all cash (CNN) Sony?s TV business is being taken over by TCL (The Verge) An A.I. Start-Up Says It Wants to Empower Workers, Not Replace Them (NYTimes) Most of Instagram?s ads ran on Reels in 2025, data shows (CNBC) Anthropic Uncovers AI Personality Crisis as Models Secretly Switch Identities (eWeek) Learn more about your ad choices. Visit megaphone.fm/adchoices

Ads are finally coming to ChatGPT. Why everyone online can?t stop talking about going on Claude benders. Elon?s case against OpenAI moves forward again. The Thinking Machines saga roils on again. And the big movie about AI every is apparently watching. OpenAI brings advertising to ChatGPT in push for new revenue (FT) OpenAI's Revenue Soars Past $20 Billion After 233% Jump?But Explosive Growth Comes With Massive Compute Costs And A $17 Billion Burn Rate (Benzinga) Claude Is Taking the AI World by Storm, and Even Non-Nerds Are Blown Away (WSJ) ?No Reasons to Own?: Software Stocks Sink on Fear of New AI Tool (Bloomberg) Musk Seeks Up to $134 Billion Damages From OpenAI, Microsoft (Bloomberg) Thinking Machines Exodus Tests Investor Appetite for a $50 Billion Valuation (The Information) There?s a Hit Movie Set Deep Inside an AI Lab?and It Will Give You Goosebumps (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

More fallout from the Thinking Machines stuff. I?m officially calling it: I think the Metaverse is over, at least at Meta. Cloudflare continues to make an effort to protect the web and creators from AI strip mining. And, of course, the weekend longreads suggestions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apparently their ain?t no drama like AI industry drama, proven once again by some high-profile defections from Thinking Machine Labs. Grok says it?s cleaned up its act. TSMC is winning thanks to AI. More price rises from Spotify. And why is Ireland missing out on the AI datacenter boom? Two Thinking Machines Lab Cofounders Are Leaving to Rejoin OpenAI (Wired) Grok was finally updated to stop undressing women and children, X Safety says (ArsTechnica) TSMC delivers another record quarter as profit jumps 35% fueled by robust AI chip demand (CNBC) Ireland Is Trying to Get Back on the Data Center Bandwagon (Bloomberg) Spotify Raises Premium Subscription Prices in US to $13 a Month (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia can officially sell its chips in China, but not if China doesn?t let anyone buy them. Tesla will stop selling FSD beginning next month. Matthew McConaughey says NOT alright alright alright to unauthorized AI use of his voice. And another story about how AI is disrupting the consultancy game. Exclusive: China's customs agents told Nvidia's H200 chips are not permitted, sources say (Reuters) Meta is closing down three VR studios as part of its metaverse cuts (The Verge) Tesla Driver-Assist System FSD Will Switch to Subscription-Only, Musk Says (Bloomberg) Matthew McConaughey Trademarks Himself to Fight AI Misuse (WSJ) Microsoft?s Spending on Anthropic AI Is on Pace to Hit $500 Million (The Information) Apple Struggling With Key Material Shortage as AI Chips Drain Supply (MacRumors) McKinsey challenges graduates to use AI chatbot in recruitment overhaul (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft tries to calm data center buildout backlash. Layoffs come to the Metaverse. Apple has a new creator subscription package. More implications from that Apple/Google AI deal from yesterday. And is Cowork for Claude the personal AI agent we?ve been waiting for? Microsoft responds to AI data center revolt, vowing to cover full power costs and reject local tax breaks (GeekWire) Meta Begins Job Cuts as It Shifts From Metaverse to AI Devices (Bloomberg) Apple debuts ?Apple Creator Studio? subscription, here?s what you get (9to5Mac) Google Gemini Partnership With Apple Will Go Beyond Siri Revamp (MacRumors) Anthropic?s new Cowork tool offers Claude Code without the code (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple announces that its going with Google?s Gemini to power Siri later this year, and Google joins the $4T club on the news. Governments around the world are still mad at Grok. AI has essentially killed Stack Overflow but its making more money than it ever has. And how you get get AI to give you the full text of books. Apple picks Google?s Gemini to run AI-powered Siri coming this year (CNBC) UK?s Ofcom investigates X over Grok?s sexualised AI images of women and children (FT) Anthropic expands into healthcare a week after OpenAI launched a similar product (Business Insider) Stack Overflow?s forum is dead thanks to AI, but the company?s still kicking... thanks to AI (Sherwood News) AI?s Memorization Crisis (The Atlantic) Learn more about your ad choices. Visit megaphone.fm/adchoices

Grok dials back the AI image generation thing. Kinda. xAI just raised all that money cause it kinda has to. Looks like the next Deep Seek model is incoming. Why a16z is officially the biggest VC firm in all the world. And, of course, the Weekend Longreads Suggestions. No, Grok hasn?t paywalled its deepfake image feature (The Verge) Musk?s xAI Burns Almost $8 Billion, Reveals Optimus Plan (Bloomberg) Chinese Firms Dominated Global Humanoid Robot Shipments in 2025 (Bloomberg) DeepSeek To Release Next Flagship AI Model With Strong Coding Ability (The Information) Andreessen Horowitz raises $15 billion for new funds (Axios) A16z?s $15 Billion Fund Vacuumed Up A Fifth Of Venture Dollars Raised Last Year (Forbes) Weekend Longreads Suggestions: The Man Who Could Be Apple?s Next C.E.O. (NYTimes) The cost of America?s nuclear revival (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

Grok and X have been letting people create some risqué and in some cases, probably illegal images, and governments around the world are getting pissed. Does Google think AI can obviate your email inbox? And would you upload your medical history to ChatGPT? Sam Altman is asking you to. Grok Is Generating Sexual Content Far More Graphic Than What's on X (Wired) Google is taking over your Gmail inbox with AI (The Verge) OpenAI launches ChatGPT Health, encouraging users to connect their medical records (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

xAI has raised another monster round. Polymarket has yet another controversy around whether a bet should pay out or not. Could the AI datacenter buildout actually disrupt politics in local America? And a sort of roundup of what?s been at CES so far. Elon Musk?s xAI Raises $20 Billion (NYTimes) Polymarket refuses to pay bets that US would ?invade? Venezuela (FT) Americans Hate AI. Which Party Will Benefit? (Politico) The data center rebellion is here, and it?s reshaping the political landscape (Washington Post) Three Reasons We Can?t Get Enough of LinkedIn (WSJ) What surprised us the most at CES 2026 (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia launches its next chip platform. AMD says, hey, us too! Also, did you know Nvidia is building self-driving car platforms? Did you know Dell is bring the XPS brand back? And did you know that the most interesting product launch I?ve seen so far has come from Lego? Nvidia launches Vera Rubin AI computing platform at CES 2026 (The Verge) AMD shows off new higher performing AI chip at CES event (Reuters) I tested Nvidia?s Tesla Full Self-Driving competitor ? Tesla should be worried (The Verge) Dell Admits It Made a Huge Mistake When It Abandoned XPS (Gizmodo) Robot Vacuum Maker Roborock Shows Off Stair-Climbing Model With Legs (Bloomberg) Lego announces Smart Brick, the ?most significant evolution? in 50 years (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Coming to you live from Las Vegas with the first of the CES madness. More signs that insider betting on prediction markets is going to become something we?re going to have to live with. Is Reddit bigger than TikTok now, at least by one measure? And how Reels became bigger than YouTube by maybe the most important measure. Exclusive: Samsung to double AI mobile devices to 800 million units this year (Reuters) Voice control opening and closing comes to Samsung?s Family Hub smart fridges (The Verge) Someone made a ton of money betting on Maduro?s capture (The Verge) SpaceX, OpenAI and Anthropic prepare to launch landmark IPOs (Financial Times) Reddit overtakes TikTok in UK thanks to search algorithms and gen Z (The Guardian) How Meta?s Reels Became a $50 Billion Business (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

More on Manus, who they are, how they got positioned to sell, and more on what Meta wants to do with them. Open AI is paying employees more than anyone in history. The TriFold phone is a bit a dud. And, of course, the weekend longreads suggestion. How Meta?s Newest Acquisition Target Got Around Worries Over Its Ties to China (WSJ) Manus: The Hands of AI Fate (Spyglass) Musk?s xAI Buys Building to Expand ?Colossus? Data Center (Bloomberg) OpenAI Is Paying Employees More Than Any Major Tech Startup in History (WSJ) AI Trade?s Next Leg Is All About Tech?s ?Pick-and-Shovel? Stocks (Bloomberg) Samsung?s First Trifold Phone Is Expensive and Half-Baked (Bloomberg) Weekend Longreads Suggestion: 2025 letter (Zhengdong Wang) Learn more about your ad choices. Visit megaphone.fm/adchoices

This flurry of M&A deals at the end of the year (I have another one to tell you about) are people getting out while the getting is good, or is this just the start of what?s going to be a big deal in 2026? And are half of the big VC raises we?re seeing just folks trying to build up cash reserves to hedge either way? Meta to Buy Manus, an AI Startup With Chinese Roots (Bloomberg) After a Year of Blistering Growth, AI Chip Makers Get Ready for Bigger 2026 (WSJ) AI start-ups amass record $150bn funding cushion as bubble fears mount (WSJ) Microsoft?s Nadella overhauls leadership as he plots AI strategy beyond OpenAI (FT) Waymo and Other Driverless Taxis Move Into a New Era (Bloomberg) Listen to This: Some Audiobooks Are Outselling Hardcovers (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia kindaquires Groq I?ll tell you what we think the strategy is here. A shot across my bow that CES is next week. Accountants shut down remote testing because of AI. And for all the recent bullishness, an honest look at the immediate limitations of today?s robotics. Nvidia Reaches Technology Licensing Deal With Startup Groq (Bloomberg) Why Nvidia Struck a $20 Billion Megadeal with Groq (The Information) Samsung brings Google Photos to the biggest screen in your home (AndroidPolice) Accounting body scraps remote exams to combat cheating (Financial Times) Even the Companies Making Humanoid Robots Think They?re Overhyped (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Well, turns out my spidey sense was right cause there definitely seems to be a new tech trade war brewing between the US and Europe. Seems like ads are definitely coming to ChatGPT. How bitcoin miners are pivoting to AI. And why Netflix wants to get into dayparting. US bars five Europeans it says pressured tech firms to censor American viewpoints online (AP) OpenAI?s Ads Push Starts Taking Shape (The Information) AST SpaceMobile Launches Biggest Satellite to Challenge SpaceX (Bloomberg) Bitcoin Miners Thrive Off a New Side Hustle: Retooling Their Data Centers for AI (WSJ) YouTube Has a Firm Grip on Daytime TV (NYTimes) Weekend Longreads Suggestions: The Hottest Toy of the Year Is Made by a Tech Startup You?ve Never Heard Of (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

I hope you weren?t expecting Santa to leave a drone under the tree this week. Europe is forcing Apple to pair nicely with others. More signs of the AI fueled debt explosion. And in the year of the stablecoin, the rise of stablecoin-based banks. U.S. Bans New China-Made Drones, Sparking Outrage Among Pilots (WSJ) Pentagon Adds Grok-Derived Products to Something Called the ?AI Arsenal? (Gizmodo) iOS 26.3 Brings AirPods-Like Pairing to Third-Party Devices in EU Under DMA (MacRumors) AI debt boom pushes US corporate bond sales close to record (Financial Times) A $309 Billion Bet Fuels 24/7 Dollar Banking Without Borders (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Turns out when the lights go out, Waymo?s don?t handle that well. Larry Ellison actually puts his money on the line. Somebody is pirating music like it?s 1999. And two deep-dive looks at whether or not Google?s TPU?s really are a threat to Nvidia and OpenAI. Waymo resumes robotaxi service in San Francisco after blackout chaos ? Musk says Tesla car service unaffected (CNBC) Paramount guarantees Larry Ellison backing in amended WBD bid (CNBC) Instacart Scraps All Price Tests After Customer Pushback (WSJ) Spotify Music Library Scraped by Pirate Activist Group (Billboard) ChatGPT will now let you pick how nice it is (The Verge) TPU Mania (The Chip Letter) Why Nvidia maintains its moat and Gemini won?t kill OpenAI (SiliconANGLE) Learn more about your ad choices. Visit megaphone.fm/adchoices

Has TikTok finally been sold, episode number 47? The Pennsylvania supreme court says police don?t need a warrant to read your search history. YouTube terminates some big accounts over AI usage. A new League of Legends is coming. And in the longreads, and in the show, a look at how Zuck?s big bet on AI is coming along. Scoop: TikTok signs deal for U.S. unit after yearslong saga (Axios) TikTok U.S. Deal to Close Next Month: Oracle and Silver Lake Confirmed in Buyer Consortium (The Hollywood Reporter) Pa. high court rules that police can access Google searches without a warrant (The Record) Meta Is Developing a New AI Image and Video Model Code-Named ?Mango? (WSJ) YouTube Shuts Down Channels Using AI To Create Fake Movie Trailers Watched By Millions (Deadline) Riot Has a Secret Plan to Remake Its ?League of Legends? Game (Bloomberg) Weekend Longreads Suggestions: Inside Mark Zuckerberg?s turbulent bet on AI (FT) Economics of Orbital vs Terrestrial Data Centers (Andrew McCalip) Feeding the Machine (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Has China cracked a major puzzle for chip parity? Trump Media merges with a? Fusion Energy startup? Coinbase continues its efforts to let you trade everything. OpenAI is turning on the fundraising afterburners. And how to catch a North Korean IT infiltrator. China may have reverse engineered EUV lithography tool in covert lab, report claims ? employees given fake IDs to avoid secret project being detected, prototypes expected in 2028 (Tom's Hardware) Trump media group agrees $6bn merger with Google-backed fusion energy company (FT) Coinbase adds prediction markets and stock trading in push to be one-stop trading app (CNBC) OpenAI Has Discussed Raising Tens of Billions at Valuation Around $750 Billion (The Information) Amazon Caught North Korean IT Worker By Tracing Keystroke Data (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

ChatGPT ups its image generation game. Now it?s Amazon?s turn to invest in OpenAI. WBD says it still wants to go with the Netflix offer. Waymo?s raising money again. And the new AI sort of newsletter Google wants to put in your inbox every morning. OpenAI?s ChatGPT Updated to Make Images Better and Faster (Bloomberg) ChatGPT Images just got a major upgrade ? and it could change how we all create (TechRadar) OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips (The Information) Coursera to buy Udemy, creating $2.5 billion firm to target AI training (Reuters) Warner Rejects Paramount?s Hostile Bid, Saying Netflix Deal Still Superior (WSJ) Waymo Seeking Over $15 Billion Near $100 Billion Valuation (Bloomberg) Waymo in talks to raise funds at $100bn valuation (FT) U.S. Threatens Penalties Against European Tech Firms Amid Regulatory Fight (NYTimes) Google wants its AI assistant CC to replace your morning scroll (The Verge) Betting on prediction markets has exploded over past two years (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

Tech continues to be a major geopolitical stumbling block, this time with the UK. Are we currently in the midst of the second mini-tech recession of the year? If Ford can pivot from EV?s to servicing datacenters, maybe you can too. And the civil war lining up in Hollywood, over AI. U.S.-U.K. Trade Deal Hits Stumbling Block (NYTimes) AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide (CNBC) CoreWeave?s Staggering Fall From Market Grace Highlights AI Bubble Fears (WSJ) Ford is starting a battery storage business to power data centers and the grid (TechCrunch) AI has the entertainment industry torn between keeping up and keeping talent happy. (BloombergBusinessweek) Learn more about your ad choices. Visit megaphone.fm/adchoices

Your Roomba is circling the drain with iRobot filing for bankruptcy. Remember credit default swaps? Turns out they?re not just for hedging housing anymore. Nano Banana looks so realistic because it?s mimicking your sub-par smartphone camera output. And why can?t everybody participate in early stage startup investing? Roomba Maker iRobot Files for Bankruptcy and Will Go Private (Bloomberg) How iRobot lost its way home (TechCrunch) Investors seek protection from risk of AI debt bust (FT) Kindle?s New AI Feature Can Answer Questions About Your Books (Whether Authors Want It or Not) (PCMag) AI image generators are getting better by getting worse (The Verge) Inside the Invitation-Only Stock Market for the Wealthy (WSJ) ? The Ride Home - 2025 Wrapped Learn more about your ad choices. Visit megaphone.fm/adchoices

Ok, fine, says Sam, here?s a new GPT model so you?ll hopefully stop saying we?re behind. Broadcom as another AI bellwether. Now that Disney is in bed with OpenAI, they?re ceasing and desisting Google. And, of course, The Weekend Longreads Suggestions. OpenAI Launches GPT-5.2 as It Navigates ?Code Red? (Wired) GPT-5.2 is OpenAI?s latest move in the agentic AI battle (The Verge) Trump threatens funding for states over AI regulations (Reuters) Broadcom beats on earnings and revenue, says AI chip sales will double in current quarter (CNBC) Disney Accuses Google of Using AI to Engage in Copyright Infringement on ?Massive Scale? (Variety) Weekend Longreads Suggestions: Want This Hearing Aid? Well, Who Do You Know? (Wired) Tech bros head to etiquette camp as Silicon Valley levels up its style (The Washington Post) Why AGI Will Not Happen (Tim Dettmer) Learn more about your ad choices. Visit megaphone.fm/adchoices

Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinking about OpenAI?s prospects. More on the whole Data Centers In Space phenomenon. And let me introduce you to the Model Context Protocol to make the web safe for AI agents. Disney Inks Blockbuster OpenAI Deal to Bring More Than 200 Characters to Sora Video Platform, Will Invest $1 Billion in AI Company (Variety) Disney to Invest $1 Billion in OpenAI, License Suite of Characters for Sora in Landmark Deal (The Wrap) Oracle Can?t Escape OpenAI?s Shadow (WSJ) Spotify tests more personalized, AI-powered ?Prompted Playlists? (TechCrunch) Bezos and Musk Race to Bring Data Centers to Space (WSJ) MCP has already taken the industry by storm, and now Anthropic is giving it away. (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has DeepSeek been smuggling chips? And what if your startup?s side-hustle can plug into the AI CAPEX bonanza? Instagram Will Start Letting You Pick What Shows Up in Your Reels (Wired) Same Product, Same Store, but on Instacart, Prices Might Differ (NYTimes) SpaceX to Pursue 2026 IPO Raising Far Above $30 Billion (Bloomberg) DeepSeek is Using Banned Nvidia Chips in Race to Build Next Model (The Information) Boom Supersonic raises $300M to build natural gas turbines for Crusoe data centers (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Trump says Nvidia and others can ship chips to China, but the question is, will China take delivery. OpenAI is ending the code red in about a month, after getting a new model out the door. Meta wants a new Llama model, maybe in a month. And a new smart ring that is pretty intriguing? Trump greenlights Nvidia H200 AI chip sales to China if U.S. gets 25% cut, says Xi responded positively (CNBC) China set to limit access to Nvidia?s H200 chips despite Trump export approval (FT) Sam Altman?s Sprint to Correct OpenAI?s Direction and Fend Off Google (WSJ) From Llamas to Avocados: Meta?s shifting AI strategy is causing internal confusion (CNBC) Pebble Is Making a $75 Smart Ring (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices

Looks like that big Netflix bid for Warner Brothers isn?t gonna go smoothly as Paramount launching a hostile counter-bid. We?ve got a full-on executive suite crisis at Apple. SpaceX could IPO next year. And more data on how AI usage is evolving. Paramount Skydance launches hostile bid for WBD ?to finish what we started,? CEO Ellison tells CNBC (CNBC) Trump Warns Netflix-Warner Deal May Pose Antitrust ?Problem? (Bloomberg) Netflix and the Hollywood End Game (Stratechery) Apple Rocked by Executive Departures, With Chip Chief at Risk of Leaving Next (Bloomberg) Meta acquires AI-wearables startup Limitless (Reuters) SpaceX in Talks for $800 Billion Valuation Ahead of Potential 2026 IPO (WSJ) An Empirical 100 Trillion Token Study with OpenRouter (OpenRouter) Learn more about your ad choices. Visit megaphone.fm/adchoices

Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBD?s studios). The NYT is suing Perplexity. Man, everybody is heading for the exits at Apple at the same time. And get ready for a slew of insider trading controversies in our prediction market world. Netflix agrees $83bn takeover of Warner Bros Discovery (FT) New York Times Sues A.I. Start-Up Perplexity Over Use of Copyrighted Work (NYTimes) X hit with $140 million EU fine for breaching content rules, TikTok settles (Reuters) Apple Departures Point to Challenges for iPhone?s Dominance (WSJ) Chatbots are now rivaling social networks as a core layer of internet infrastructure (The Decoder) Alleged Insider Nets $1 Million On Polymarket In 24 Hours (Forbes) Weekend Longreads Suggestions: 18,000 Reasons It?s So Hard to Build a Chip Factory in America (NYTimes) In Arizona Desert, Taiwanese Families Create Community and Build a Factor (NYTimes) A Growing U.S. Tech Hub Needs Workers. Colleges Try to Keep Up. (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

On the one hand, Meta poached Apple?s design head in a major coup to make hardware and software for AI, but there are signs Zuck is souring on the Metaverse could even abandon it entirely. Is Amazon about to abandon your mailman? And why Dario Amodei is playing a blinder right now. Apple Design Executive Alan Dye Poached by Meta in Major Coup (Bloomberg) Meta?s Zuckerberg Plans Deep Cuts for Metaverse Efforts (Bloomberg) Amazon explores building its own delivery network to replace USPS deal (Washington Post) Anthropic CEO Says Some Tech Firms Too Risky With AI Spending (Bloomberg) Harvey, a Maker of A.I. Legal Software, Raises New Funds (NYTimes) Reddit?s CEO says r/popular ?sucks,? and it?s going away (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

We might soon have the first big IPO of the AI era, and it doesn?t look like it will be OpenAI. Amazon takes another few swings at Nvidia?s dominance. Proof positive that self driving cars really are significantly safer. And the disastrous 4k upscaling of Mad Men. Anthropic taps IPO lawyers as it races OpenAI to go public (FT) Amazon?s Custom Chips Pose Another Threat to Nvidia (WSJ) Amazon Has New Frontier AI Models?and a Way for Customers to Build Their Own (Wired) AWS puts Kiro and other AI agents to work on truly autonomous software development (SiliconANGLE) The Data on Self-Driving Cars Is Clear. We Have to Change Course. (NYTimes) Microsoft Lowers AI Software Growth Targets as Customers Resist Newer Products (The Information) The ?Mad Men? 4K Stream on HBO Max Had So Many Problems (Not All of Which Involved a Barf Machine) (THR) Learn more about your ad choices. Visit megaphone.fm/adchoices

Sam Altman declares a ?Code Red? for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Google?s ascendency in AI? Samsung announces but does not launch a tri-fold phone. And Ben Thompson weighs in on the obsession of the day. OpenAI CEO Declares ?Code Red? to Combat Threats to ChatGPT, Delays Ads Effort (The Information) Apple AI Chief John Giannandrea Retiring After Siri Delays (MacRumors) Samsung?s Z TriFold is official and it looks like a tablet with a phone attached (The Verge) Google, Nvidia, and OpenAI (Stratechery) Learn more about your ad choices. Visit megaphone.fm/adchoices

While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn?t Netflix want you to cast to your tv anymore? And AI means less jobs in consulting, but more jobs in a specific type of construction. Runway rolls out new AI video model that beats Google, OpenAI in key benchmark (CNBC) TPUv7: Google Takes a Swing at the King (SemiAnalysis) Nvidia takes $2 billion stake in Synopsys with expanded computing power partnership (CNBC) OpenAI Takes Stake in Thrive Holdings, a Buyer of Services Firms (NYTimes) Netflix kills casting from phones (The Verge) Top consultancies freeze starting salaries as AI threatens ?pyramid? model (FT) Data Centers Are a ?Gold Rush? for Construction Workers (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

We're back again with Susan Lyne, to talk about running Martha Stewart's company when Martha went to prison, her startup career with Gilt Groupe, and her investing career with BBG Ventures. Learn more about your ad choices. Visit megaphone.fm/adchoices

I?ve maybe never interviewed anyone in my entire time as a historian and podcaster who has had a career as broad and varied as Susan Lyne. Yes, I obviously wanted to talk to Susan about her role helping startup Gilt Group, and her current role as the managing partner of the VC firm BBG Ventures. But, holy how. Susan also launched and oversaw the golden era of Premiere Magazine. She was the CEO of Martha Stewart Living Omnimedia when Martha had to step away to, you know, go to prison. And she was the President of ABC Entertainment. She oversaw the development of shows like Grey?s Anatomy and Lost. So, like, yeah. We needed to do two episodes. So this is part one, with the great, Susan Lyne. Chapters 00:00 From Boston to Berkeley: A Transformative Journey 08:00 The Rise of Alternative Media: Village Voice Era 16:06 Hollywood Calling: The IPC Films Experience 23:12 Launching Premier Magazine: Inside Hollywood 36:14 Navigating the ABC Landscape: A New Era 40:28 Developing Grey's Anatomy And Lost Takeaways Susan's upbringing in Boston shaped her perspective on expectations and identity. Her time at UC Berkeley was transformative, exposing her to diverse ideas. Freelancing in journalism helped her develop a passion for storytelling. Working at City Magazine under Francis Ford Coppola was a unique experience. The Village Voice was a golden era for alternative media in New York. Susan's transition to Hollywood was driven by her love for storytelling. Premier Magazine aimed to provide in-depth insights into the film industry. At ABC, she focused on creating shows that appealed to women. Susan learned the importance of having a supportive partner in leadership. Her experience at ABC taught her valuable lessons about resilience and change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Trump has a plan to boost AI innovation. Polymarket is now street legal in the US. Google thinks it needs to double AI capacity every 6 months. Is Starlink about to face its first serious competition. And for reasons I?ll explain, the Weekend Longreads Suggestions. Trump aims to boost AI innovation, build platform to harness government data (Reuters) Polymarket Secures CFTC Approval for Regulated U.S. Return (CoinDesk) In Las Vegas, Kalshi Is King (The Information) Google must double AI serving capacity every 6 months to meet demand, AI infrastructure boss tells employees (CNBC) Amazon?s Starlink competitor is launching with ?world?s fastest satellite internet antenna? (The Verge) RAM prices are so out of control that stores are selling it like lobster (The Verge) Weekend Longreads Suggestions: Kicking Robots (Harper's Magazine) The Pentagon Can?t Trust GPS Anymore. Is Quantum Physics the Answer? (WSJ) I?m officially done with YouTube Kids (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Now Anthropic says it?s leapfrogged OpenAI with its new model and is the AI horserace in play? OpenAI is still focusing on things like shopping. Nvidia answers a question people weren?t asking. And is Google soaring because they also might be able to go after Nvidia?s chip throne? Anthropic introduces cheaper, more powerful, more efficient Opus 4.5 model (Ars Technica) ChatGPT's new shopping research tool is fast, fun, and free - but can it out-shop me? (ZDNet) Nvidia?s ?I?m Not Enron? memo has people asking a lot of questions already answered by that memo (The Verge) Google Further Encroaches on Nvidia?s Turf With New AI Chip Push (The Information) Learn more about your ad choices. Visit megaphone.fm/adchoices

What sort of a world do we live in if you can?t be sure where an X account comes from? Google isn?t out of the woods yet when it comes to antitrust. Insurers still don?t want to touch AI. Let me tell you about ?AI grooming.? And we might be running out of capacity for specific types of chips. X?s messy About This Account rollout has caused utter chaos (The Verge) What OpenAI Did When ChatGPT Users Lost Touch With Reality (NYTimes) The Fate of Google?s Ad Tech Monopoly Is Now in a Judge?s Hands (NYTimes) Insurers retreat from AI cover as risk of multibillion-dollar claims mounts (Financial Times) Hundreds of English-language websites link to pro-Kremlin propaganda (The Guardian) AI boom is fueling a memory chip shortage that could hit cars and phones (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

Google phone users can now work with Airdrop on the iPhone cause Google cleverly found a way. Google might have jumped ahead in the AI race and Sam Altman knows it. I?ve heard of quantum computing, but a quantum internet? The Weekend Longreads suggestions, and at the end, a long rant about my latest AI experiments. Google cracked Apple?s AirDrop and is adding it to Pixel phones (The Verge) Altman Memo Forecasts ?Rough Vibes? Due to Resurgent Google (The Information) Source: Kalshi?s valuation jumps to $11B after raising massive $1B round (TechCrunch) Americans' Social Media Use 2025 (Pew Research Center) IBM, Cisco outline plans for networks of quantum computers by early 2030s (Reuters) IBM, Cisco to collaborate on ?internet? of quantum computers (Silicon Republic) Weekend Longreads Suggestions: Google?s new AI image creator took my shirt off (The Verge) Google?s Nano Banana Pro generates excellent conspiracy fuel (The Verge) The new silicon valley (literally) (The Verge) How America?s Hottest Chicken Chain Keeps Its Secret Sauce a Secret (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Are we about to have a battle over who gets to regulate AI? Now there?s Nano Banana Pro. The creator ecosystem is exploding for advertisers. Battlefield did exactly what EA needed it to do. And I?m telling you, the consumer robots for your home? they?re actually starting to arrive. Here?s the Trump executive order that would ban state AI laws (The Verge) Google rolling out Gemini 3-powered ?Nano Banana Pro? image gen, editing (9to5Google) Ad Spend in the Creator Economy Expected to Hit $37 Billion in 2025 (The Wrap) Nintendo and ?Battlefield 6? Pushed US Game Sales Up in October (Bloomberg) This Home Robot Clears Tables and Loads the Dishwasher All by Itself (Wired) Bo Jackson AI Experiment Learn more about your ad choices. Visit megaphone.fm/adchoices

Tons of things today. Google?s new Gemini 3 model. Signs the ?second tier? of AI startups is starting to get product market fit. The EU has announced that watering down of GDPR that was rumored. And will Meta?s big win against the government mean mergers and acquisitions are back on the tech menu? Google is launching Gemini 3, its ?most intelligent? AI model yet (The Verge) AI Music Platform Suno Valued at $2.45 Billion (WSJ) TikTok will let you choose how much AI-generated content you want to see (TechCrunch) Europe is scaling back its landmark privacy and AI laws (The Verge) Meta Did Not Violate Antitrust Law, Judge Rules (NYTimes) Meta?s Victory Opens the Way for Silicon Valley to Go Deal Shopping (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

What happened with Cloudflare this morning. Grok?s new model wants to be creative. Catching you up on the bloodbath in crypto if you were unaware. Databricks is 12 years old but it seems to be one of the big AI winners. And debt continues to pile in to the AI buildout. A massive Cloudflare outage brought down X, ChatGPT, and even Downdetector (The Verge) Grok 4.1 has arrived ? and it's bringing the fight to ChatGPT with these new features (Tom's Guide) Crypto market sheds $1.2tn as traders shun speculative assets (Financial Times) Google boss says trillion-dollar AI investment boom has 'elements of irrationality' (BBC) Amazon Raises $15 Billion in First US Bond Sale in Three Years (Bloomberg) Databricks in Talks to Raise Capital at a Valuation Above $130 Billion (The Information) Roblox will require age estimation to chat starting next year (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Bezos is going to be a CEO once again. Could Tim Cook step down from Apple?s CEO position in a matter of months? Maybe don?t buy an AI teddy bear. What big AI startup would you short, if you could? And data-centers in spaaaaaaacceee? Jeff Bezos Creates A.I. Start-Up Where He Will Be Co-Chief Executive (NYTimes) Apple intensifies succession planning for CEO Tim Cook (FT) Apple?s iPhone Overhaul Will Reduce Its Reliance on Annual Fall Spectacle (Bloomberg) Happy holidays: AI-enabled toys teach kids how to play with fire, sharp objects (The Register) At a major AI conference, one startup got voted most likely to flop (Business Insider) Now Tech Moguls Want to Build Data Centers in Outer Space (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

A portfolio profile episode of Hypercubic.ai, a seed-stage company that wants to not only preserve knowledge in legacy code, but legacy knowledge in enterprises. Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI is testing out group chats as a sort of collaborative prompting experience. The hyperscalers are lining up against Nvidia in one specific arena. The Sam Altman Elon Musk feud isn?t over. Google knows who sent you that fake UPS shipment alert text. And, of course, the Weekend Longreads Suggestions. ChatGPT launches pilot group chats across Japan, New Zealand, South Korea, and Taiwan (TechCrunch) Amazon and Microsoft Back Effort That Would Restrict Nvidia?s Exports to China (WSJ) OpenAI, Apple Lose Bid to Toss Musk xAI Suit Over Competition (Bloomberg) AI startup Cursor raises $2.3 billion funding round at $29.3 billion valuation (CNBC) You know those fake USPS texts? Google says it's found who's behind them (Fast Company) Weekend Longreads Suggestions: Sundar Pichai Is Google?s AI ?Wartime CEO? After All (Bloomberg) CRYPTO: Realm of the Coin (Vanity Fair) I'm Going to Be a Dad. Here's Why I'm Not Posting About My Kid Online (CNET) Learn more about your ad choices. Visit megaphone.fm/adchoices

Valve is taking on gaming consoles and creating a new type of VR headset, all at the same time. GPT-5 gets ?warmer.? Cursor?s new raise means it has 10x?d its valuation in the span of a year. And we?re one step closer to your phone completely replacing your wallet. Valve brings back Steam Machine and Steam Controller ? hands-on with Valve's new AMD-based living room gaming hardware (Tom's Hardware) The Steam Frame is a surprising new twist on VR (The Verge) Microsoft to Use OpenAI?s Custom Chip Work to Help In-House Effort (Bloomberg) OpenAI says the brand-new GPT-5.1 is ?warmer? and has more ?personality? options (The Verge) The AI Coding Startup Favored by Tech CEOs Is Now Worth $29.3 Billion (WSJ) Apple launches Digital ID, a way to carry your passport on your phone for use at TSA checkpoints (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Forget text-to-video AI, we?re rapidly moving into the text-to-world-generating AI models. What if you showed up to your Airbnb and the fridge was already fully stocked? It seems like there is NO uncanney valley when it comes to AI generated music. And does the Big Short guy have a point when he concern trolls about the AI CAPEX buildout? Fei-Fei Li?s World Labs speeds up the world model race with Marble, its first commercial product (TechCrunch) Airbnb Will Test Adding Instacart Grocery Delivery to Its App in Services Push (Bloomberg) Are you listening to bots? Survey shows AI music is virtually undetectable (Reuters) 50,000 AI tracks flood Deezer daily ? as study shows 97% of listeners can?t tell the difference between human-made vs. fully AI-generated music (MusicBusinessWorldwide) The AI Bubble Is Ignoring Michael Burry?s Fears (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices