Microsoft could be the next Big Tech antitrust target
… So far, Microsoft has been largely absent from the calls to break up Big Tech reverberating through political campaigns and the halls of Congress. …
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Why is Apple asking me to pay more for Big Tech’s AI obsession?
… Lightman points to Apple’s lagging behind in the AI race, the uncertainty around installing a new CEO in John Ternus, and the lack of a hit new product category as putting pressure on the company. “There’s a lot of things that investors can really beat them up on,” he said, and “if they’re going to… …
Robinhood will let your AI agent trade stocks and make (or lose) lots of money
… But it comes with a big warning from Robinhood: Agentic trading involves significant risk, including the possible loss of your entire investment. …
You’re about to feel the AI money squeeze
… Mazumdar said it’s been testing out Cerebras, which is popular for open-weight models, lately, “in anticipation of how expensive things will get” from the premier labs like OpenAI and Anthropic. “ Big AI companies have been giving this away for free,” Mazumdar said. “What they’re trying to do is, t… …
AI has a water problem. Google thinks it has a fix
… But Google’s Townsend defended the company’s record thus far. “To the best of our ability, we are accounting for the offsite water footprint,” Townsend said, “and I think we’ve made significant progress in reducing or eliminating the water footprint of that supply chain through our waterless renewa… …
WhatsApp head Will Cathcart is stepping down after seven years
… Cathcart became the head of WhatsApp in 2019, and while at the helm, he oversaw some big changes, like the introduction of encrypted chat backups in 2021. More recently, Cathcart led WhatsApp as the messaging app expanded to the iPad, introduced ads, and added private chats with Meta’s AI chatbot. …
Ronan Farrow on Sam Altman’s “unconstrained” relationship with the truth
… And there is a crash, and this bubble pops, and maybe OpenAI or Anthropic or xAI, one of these companies fails, and all this investment goes away. Do you think that would affect this? Actually, let me ask the first question first. OpenAI is right on the cusp of an IPO. …
In SpaceX’s IPO, Elon Musk is the risk factor
… The company is completely dependent on his leadership, and yet could also incur big losses as a result of said leadership. …
The SpaceX IPO is great for Elon Musk and terrible for you
… To me, the excitement about space-based data centers suggests typical Silicon Valley groupthink that gave Musk a chance to execute a hail-mary pass. Debt bets By stapling several failing businesses onto SpaceX, Musk is attempting to become too big to fail. …
Money no longer matters to AI’s top talent
… It would also put new kinds of pressure on these companies to be more transparent about how they spend money and to be much more accountable for returning on the huge investments that they’ve raised so far. There’s a lot in this conversation. The AI industry right now is full of drama. …