Apple brings the App Store to the web. When the cyber white hats turn black hat. Jensen didn’t get what he really wants from Trump. Coca-Cola says nobody cares if the commercials are AI. Is Common Crawl the secret AI infrastructure? And why Google Cloud is the thing sending Google stock to new all-time highs.
Apple brings its App Store to the web (The Verge)
Prosecutors allege incident response pros used ALPHV/BlackCat to commit string of ransomware attacks (Cyberscoop)
Waymo’s robotaxis are coming to three new cities (The Verge)
Trump Officials Torpedoed Nvidia’s Push to Export AI Chips to China (WSJ)
Coca-Cola Injects ‘Holidays Are Coming’ Ads With an Upgraded Dose of AI (WSJ)
The Nonprofit Doing the AI Industry’s Dirty Work (The Atlantic)
AI turned Google Cloud from also-ran into Alphabet’s growth driver (Reuters)
Steven Bartlett's Steve Jobs Cartoon Video
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23:02
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23:02
Another Day, Another OpenAI Deal
Well, another day, another OpenAI deal, but this is their big move to get in bed with AWS. More monitoring of the moment prediction markets are having. Is Big Tech’s dominance of the stock market getting even more extreme? And more speculation about AI and podcasting.
OpenAI signs $38 billion compute deal with Amazon, partnering with cloud leader for first time (CNBC)
How sports gambling took over prediction markets in the US (FT)
Alphabet, Amazon Stakes in Anthropic Boost Profit by Billions (Bloomberg)
Big Tech’s market dominance is becoming ever more extreme (FT)
For Podcasters, a Voice Clone Is a Double-Edged Sword (NYTimes)
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22:37
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22:37
(BNS) Cohesity CEO Sanjay Poonen
Sanjay Poonen, CEO of Cohesity, discusses the strategic acquisition of Veritas' data protection business, emphasizing the benefits for customers and the company's growth trajectory. He highlights the importance of rapid recovery in cybersecurity, the integration of AI for enhanced data insights, and the company's aspirations for an IPO, positioning Cohesity as a leader in the data protection market.
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24:56
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24:56
Amazon Didn’t Scare Investors
Amazon didn’t scare investors this Halloween. They’re quite pleased, actually. They’re not public but we now know how much money OpenAI lost this quarter. Nvidia’s generous investment strategy. And, of course, the Weekend Longreads Suggestions.
Amazon cloud records 20% sales growth, topping estimates (CNBC)
Microsoft seemingly just revealed that OpenAI lost $11.5B last quarter (The Register)
Sora now lets you pay extra to make more AI videos (The Verge)
Nvidia to Invest Up to $1 Billion in AI Startup Poolside (Bloomberg)
Nvidia Is Accelerating Its Investing Spree in AI Startups (Bloomberg)
Weekend Longreads Suggestions:
Nike says its first ‘powered footwear’ is like an e-bike for your feet (The Verge)
Some People Can’t See Mental Images. The Consequences Are Profound (The New Yorker)
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23:27
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23:27
Wall Street: Spend! (But Not Too Much…)
Three big tech earnings reports give a mixed message. Wall Street wants you to spend on the AI buildout, but not too much, and maybe not you, Meta. Sora already has some new features. More details on OpenAI’s IPO timeline. And maybe the AI agents are not yet ready for prime time.
Big Tech tests investors’ patience with $80bn AI investment spree (FT)
OpenAI adds reusable ‘characters’ and video stitching to Sora (The Verge)
AI Coding Leader Cursor Says New Agent Fields Tougher Tasks (Bloomberg)
Exclusive: OpenAI lays groundwork for juggernaut IPO at up to $1 trillion valuation (Reuters)
AI Agents Are Terrible Freelance Workers (Wired)
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Sverige