All the news around the big unveiling of GPT-5. President Trump calls on the CEO of Intel to “resign immediately.” Also, the threat of 100% tariffs on chips and semiconductors. But Apple gets a pass because they’re committing to building more in the US.
Links:
GPT-5 is being released to all ChatGPT users (The Verge)
OpenAI Unveils GPT-5, Its Latest and Most Powerful Model, After Two-Year Wait (WSJ)
OpenAI’s GPT-5 is here (TechCrunch)
Trump Urges ‘Conflicted’ Intel CEO Tan to Resign Immediately (Bloomberg)
Trump Eyes 100% Chips Tariff, Exempting Firms That Invest in US (Bloomberg)
Apple Announces $100 Billion US Investment Ahead of Trump Event (Bloomberg)
Could AI Datacenter Spending Blow Up The Economy? With Paul Kedrosky (YouTube)
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Wed. 08/06 – OpenAI’s Open-Weight Models
Disney is making big streaming moves with the new ESPN app and a revamp to Hulu. Then, it’s all basically AI announces. OpenAI’s new open-weight models. Grok’s new spiciness is already generating nudity. A new AI model to identify malicious software autonomously. And Nvidia wants you to know: no back-doors!
Links:
ESPN flagship streaming service to launch Aug. 21 (CNBC)
Hulu App to Be Phased Out as Disney Is ‘Fully Integrating’ Service Into Disney+ (Variety)
OpenAI Just Released Its First Open-Weight Models Since GPT-2 (Wired)
Anthropic's powerful Opus 4.1 model is here - how to access it (and why you'll want to) (ZDNet)
Qwen-Image is a powerful, open source new AI image generator with support for embedded text in English & Chinese (VentureBeat)
Grok’s ‘spicy’ video setting instantly made me Taylor Swift nude deepfakes (The Verge)
Microsoft’s new AI reverse-engineers malware autonomously, marking a shift in cybersecurity (GeekWire)
Nvidia defiant over backdoors and kill switches in GPUs as U.S. mulls tracking requirements — calls them 'permanent flaws' that are 'a gift to hackers' (Tom's Hardware)
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Tue 08/05 – Spygate At TSMC?
TSMC has fired employees for allegedly attempting to pilfer information on their 2nm tech. Figma could have raised more money in its IPO but chose not to. Creating entire video game worlds with just a text prompt. And exactly how big Patreon has grown in the creator economy.
00:32 TSMC Spygate
02:50 Cloudflare V. Perplexity
04:52 Figma Followup
07:35 Music AI
09:53 New Google Models
14:58 Patreon Numbers
Links:
TSMC says employees tried to steal trade secrets on iPhone 18 chip process (9to5Mac)
Cloudflare says Perplexity’s AI bots are ‘stealth crawling’ blocked sites (The Verge)
Figma’s Pursuit of Long-Term Backers Kept IPO Price in Check (Bloomberg)
Voice Startup ElevenLabs Launches AI Music Service (WSJ)
Google’s new AI model creates video game worlds in real time (The Verge)
Google’s Kaggle to host AI chess tournament to evaluate leading AI models’ reasoning skills (Silicon Angle)
Exclusive: Patreon crosses $10 billion creator payment milestone (Axios)
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Mon. 08/04 – The AI Researcher Who Turned Down $1.5 Billion From Zuck
Robotaxies are coming to Europe. Apple wants Answers. Literally. The AI researcher who turned down a billion and a half dollars. How the vibe seems to have definitively shifted in Silicon Valley. And will rollable laptop screens become mainstream?
00:33 Robotaxis In Europe
02:12 Apple Wants Answers
03:57 Lina Khan
05:54 Billion Dollar Turn-Down
07:54 AI Trading Bots
10:25 The Silicon Valley Boom Is Back
14:23 A Rollable Laptop
Links:
Lyft Partners With Baidu on Robotaxis in European Expansion (Bloomberg)
Apple’s New ‘Answers’ Team Eyes ChatGPT-Like Product in AI Push (Bloomberg)
Lina Khan points to Figma IPO as vindication of M&A scrutiny (TechCrunch)
Thanks for Your $1 Billion Job Offer, Mark Zuckerberg. I’m Gonna Pass. (WSJ)
‘Dumb’ AI Bots Collude to Rig Markets, Wharton Research Finds (Bloomberg)
Silicon Valley Is in Its ‘Hard Tech’ Era (NYTimes)
Lenovo’s rollable laptop is the coolest computer I’ve used all year (The Verge)
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Fri. 08/01 – Tech IPO’s Are Back On The Menu, Boys…
Well, it looks like Tech IPO’s might be back on the menu because Figma’s first day pop was like the good old days. Anthropic seems to be getting traction, OpenAI raises again. Earnings from Apple and Amazon, and of course, the Weekend Longreads Suggestions.
Chapters:
00:33 Figma IPO
04:57 Anthropic And Open AI Numbers
08:45 New Deep Think Model
11:08 Tech Earnings Omnibus
14:35 Longreads
Links:
Figma more than triples in NYSE debut after selling shares at $33 (CNBC)
Anthropic Revenue Pace Nears $5 Billion in Run-Up to Mega Round (The Information)
Exclusive: OpenAI Secures Another Giant Funding Deal (NYTimes)
Google rolls out Gemini Deep Think AI, a reasoning model that tests multiple ideas in parallel (TechCrunch)
Reddit wants to be a search engine now (The Verge)
Weekend Longreads Suggestions:
The first commercial space station is nearly here. And it could change space forever (BBC Science Focus)
A Deadly Fungus Killed 10 Scientists Working in a Tomb. It Could Be a Breakthrough in Curing Cancer. (Popular Mechanics)
What happens once we spot the asteroid that will hit Earth? (FT)
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