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)
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21:21
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21:21
Text-To-World AI Models
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)
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20:57
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20:57
The iPhone Air Isn’t Selling
The iPhone Air isn’t selling, and it isn’t selling to the degree that Apple is delaying the next version. Yan LeCun is gonna strike out on his own. The big illegal streaming site takedown you might not have hear about. And Facebook doesn’t like likes anymore, at least not external likes.
Apple Delays Release of Next iPhone Air Amid Weak Sales (The Information)
Meta chief AI scientist Yann LeCun plans to exit and launch own start-up (FT)
SoftBank sells Nvidia stake for $5.8bn as it prepares for AI investments (FT)
Anthropic Is on Track to Turn a Profit Much Faster Than OpenAI (WSJ)
Streameast: How the authorities took down the world’s largest illegal sports streaming platform (The Athletic)
Meta is killing off the external Facebook Like button (Engadget)
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21:00
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21:00
GDPR To Be Defanged?
Is the EU about to pull back on tech regulation because they are feeling FOMO about AI? Is the whole initial COIN offering craze about to come back? Is Apple Music falling behind because they don’t have a free tier? And it turns out AI might not be that good at trading crypto.
Brussels knifes privacy to feed the AI boom (Politico)
Coinbase Launches Platform for Digital Token Offerings (WSJ)
TSMC Posts Slowest Growth in 18 Months Amid AI Bubble Debate (Bloomberg)
Apple Music Risks Losing the Next Generation of Listeners (Bloomberg)
AI models given $10K to compete in first-of-its-kind crypto-trading competition — and most crashed and burned (NYPost)
Clem Delangue IHP Episode
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20:54
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20:54
(BNS) Jimmy Wales
Here is how Wikipedia happened.
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