Why Sora is all anyone can talk about, both the new social network and the new AI model. Satya Nadella is still Microsoft’s CEO but he’s taken some things off his plate. Oura gets colorful, and a hardware company that we’ve not spoken about in years is back, with AI onboard.
OpenAI's Sora app lets friends swap AI video cameos (Axios)
OpenAI made a TikTok for deepfakes, and it’s getting hard to tell what’s real (The Verge)
Satya Nadella appoints a new CEO to run Microsoft’s biggest businesses (The Verge)
Oura adds colorful ceramic rings and charging case to lineup (The Verge)
I got sweaty with Peloton's new Bike and Tread — but Peloton IQ is just as impressive (Tom's Guide)
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19:55
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19:55
Amazon’s Hardware Event
All the headline’s from Amazon’s fall hardware event. Daniel Ek is stepping back from Spotify. A new Claude model. ChatGPT gets into the shopping biz. And OpenAI is likely launching it’s own TikTok clone soon to feature AI videos. And new buzzword alert! Microsoft wants you to start “vibe working.”
Amazon announces new Kindle Scribes, including one with a color screen (The Verge)
Amazon Revamps Echo Speakers, Displays in Hardware Reboot (Bloomberg)
Spotify Founder Daniel Ek Leaving CEO Job (WSJ)
Anthropic launches Claude Sonnet 4.5, its best AI model for coding (TechCrunch)
Etsy pops 16% as OpenAI announces ChatGPT Instant Checkout for the shopping site (CNBC)
OpenAI Is Preparing to Launch a Social App for AI-Generated Videos (Wired)
Microsoft launches ‘vibe working’ in Excel and Word (The Verge)
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20:43
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20:43
EA Taken Private
The biggest sign yet of the state of the gaming industry, EA is being taken private. DeepSeek’s new model might start a new AI price war. OpenAI announces their parental controls for teen users. And, the Wall Street Journal says debt financing is now playing an increasing role in AI CAPEX buildout.
Electronic Arts Goes Private for $52.5 Billion in Largest LBO Ever (WSJ)
EA Agrees to $55 Billion Sale in Largest Leveraged Buyout on Record (Bloomberg)
EA Buyout Talk Highlights Gaming Struggles as Growth Slows (Bloomberg)
DeepSeek Debuts ‘Sparse Attention’ Method in Next-Gen AI Model (Bloomberg)
Jaguar Land Rover Gets Government Loan Guarantee to Support Supply Chain; Restarts Production (WSJ)
OpenAI Adds Parental Safety Controls for Teen ChatGPT Users. Here’s What to Expect (Wired)
Debt Is Fueling the Next Wave of the AI Boom (WSJ)
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20:18
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20:18
(BNS) You're Not Killing It. Nobody Is Killing It. VC Legend Jerry Colonna
One of the very first VCs of the Internet Era, and especially the NYC tech ecosystem, Jerry Colonna reflects on his journey from growing up in New York to becoming a successful journalist and venture capitalist. Jerry discusses his transition to venture capital, the founding of Flatiron with Fred Wilson, and the challenges faced during the dot-com bubble and 9/11. He emphasizes the importance of curiosity and the human experience in his coaching practice, aiming to alleviate suffering and transform lives.
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1:14:58
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1:14:58
Is TikTok US Only Worth $14B?
Maybe… the TikTok thing has finally reached a resolution. Again. Maybe Amazon owes us all some money. Maybe that Neon app from yesterday was a bad idea. OpenAI and Meta make some super interesting strategic AI moves. And, of course, The Weekend Longreads Suggestions.
Trump signs executive order supporting proposed deal to put TikTok under US ownership (AP)
TikTok Being Sold for a Song (Spyglass)
Amazon agrees largest ever civil penalty in $2.5bn settlement with US regulators (Financial Times)
Viral call-recording app Neon goes dark after exposing users’ phone numbers, call recordings, and transcripts (TechCrunch)
OpenAI really, really wants you to start your day with ChatGPT Pulse (The Verge)
Meta launches ‘Vibes,’ a short-form video feed of AI slop (TechCrunch)
Weekend Longreads Suggestions:
AI isn't replacing radiologists (Works In Progress)
HSBC claims quantum trading breakthrough (FT)
Jerry Colonna Interview On YouTube
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