OpenAI has a new agent that can control your entire computer. You might soon be able to put crypto in your 401k. Why is Apple suing a prominent YouTuber? And in the Weekend Longreads, the one article that has done the most to radicalize me, as an investor, in a long, long time.Links:OpenAI’s new ChatGPT Agent can control an entire computer and do tasks for you (The Verge)OpenAI ChatGPT Agent announcement LIVE — all the big news from today's livestream (Tom's Guide)Netflix says it’s streamed 95 billion hours in 2025, and a lot of ads too (The Verge)Donald Trump set to open US retirement market to crypto investments (Financial Times)AI start-up Perplexity’s valuation tops $18bn months after latest funding round (Financial Times)Apple Sues Jon Prosser Over iOS 26 Leaks (Macrumors)Weekend Longreads Suggestions:4.6 Billion Years On, the Sun Is Having a Moment (The New Yorker)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Thu. 07/17 – AI Pricing
TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Microsoft is struggling to sell its own branded AI. And how AI might be about to change how we pay for everything… forever.Links:TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes (Bloomberg)US House agrees to consider crypto legislation in big win for the digital asset industry (Reuters)Investors Float Deal Valuing Anthropic at More Than $100 Billion (The Information)Microsoft's Copilot Is Getting Lapped by 900 Million ChatGPT Downloads (Bloomberg)Delta moves toward eliminating set prices in favor of AI that determines how much you personally will pay for a ticket (Fortune)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Wed. 07/16 – Jensen Gets Bullish
Jensen is feeling his oats after the reprieve on China, spilling lots of tea about where he see the AI industry. OpenAI is going after the office and also the storefront, with interesting new integrations. Why is it so hard to create LLM’s in other languages? And a first person account of what its like to work at OpenAI, the culture, the pressure, etc.Links:Nvidia Boss Expects US to Move Fast on First H20 China Licenses (Bloomberg)OpenAI Preps ChatGPT Agents in Challenge to Microsoft Excel and PowerPoint (The Information)OpenAI to take cut of ChatGPT shopping sales in hunt for revenues (Financial Times)Fed up with ChatGPT, Latin America is building its own (Rest Of World)Reflections on OpenAI (Calvin French-Owen)Raiders, Rulers, and Traders: The Horse and the Rise of EmpiresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Tue. 07/15 – Nvidia Back In Business In China?
Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next?Links:Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg)Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg)Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg)Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes)Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes)China’s AI glasses market takes shape as Xiaomi’s entry inspires early adopters (SCMP)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Mon. 07/14 – Google Snatches Windsurf From OpenAI
Google snatched the Windsurf acquisition out from under OpenAI in a big new acquihire. SpaceX is investing in xAI. ChromeOS and Android to merge, but for real this time? Was there a new sort of DeepSeek moment over the weekend? And example number 74 of how YouTube is now the king of video entertainment.Links:Google to Pay $2.4 Billion for Windsurf Staff, IP After Startup Ends OpenAI Talks (The Information)Google Is Said to Pay $2.4 Billion for Windsurf Assets, Talent (Bloomberg)An OpenAI Acquisition Turns Into a Google 'Hackqusition'... (Spyglass)Elon Musk’s xAI seeks up to $200bn valuation in next fundraising (Financial Times)SpaceX to Invest $2 Billion Into Elon Musk’s xAI (WSJ)Google exec: ‘We’re going to be combining ChromeOS and Android’ (The Verge)'I think you see the future first on Android' – Google's Android leader Sameer Samat (TechRadar)Moonshot AI’s Kimi K2 outperforms GPT-4 in key benchmarks — and it’s free (VentureBeat)Eight Things We’ve Learned About Hollywood This Year (Bloomberg)The Streaming Wars Come Down to 2: YouTube vs. Netflix (NYTimes)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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