Tech Brew Ride Home

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)

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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.
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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)

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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)

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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)

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