Tech Brew Ride Home

Aaannddd…. Right on time here come the Chinese AI models. Elon Musk kicks off a major reorg of xAI. Google is warning of AI distillation attacks. New Waymo cars hit the road. And another interesting AI essay to read to you.


Chinese AI startup Zhipu releases new flagship model GLM-5 (Reuters)


Musk announces xAI re-org following co-founder departures, SpaceX merger (CNBC)


Elon Musk Wants to Build an A.I. Satellite Factory on the Moon (NYTimes)


Google says attackers used 100,000+ prompts to try to clone AI chatbot Gemini (NBCNews)


Waymo begins deploying next-gen Ojai robotaxis to extend its U.S. lead (CNBC)


The AI Vampire (Steve Yegge)

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Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More weird musical chairs at the AI companies. TikTok but for around the block. And do we finally have a universal translator but for phone calls?


⁠Something Big Is Happening⁠ (Matt Shumer)


⁠OpenAI Executive Who Opposed ‘Adult Mode’ Fired for Sexual Discrimination⁠ (WSJ)


⁠TikTok launches an opt-in Local Feed in the US leveraging users’ precise location⁠ (TechCrunch)


⁠T-Mobile will live translate regular phone calls without an app⁠ (The Verge)

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Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More weird musical chairs at the AI companies. TikTok but for around the block. And do we finally have a universal translator but for phone calls?


Something Big Is Happening (Matt Shumer)


OpenAI Executive Who Opposed ‘Adult Mode’ Fired for Sexual Discrimination (WSJ)


TikTok launches an opt-in Local Feed in the US leveraging users’ precise location (TechCrunch)


T-Mobile will live translate regular phone calls without an app (The Verge)

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So, have you hit the ads in ChatGPT yet, cause they’re there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chinese AI launches. The coming deluge of social media trials. And does AI usage reduce the amount of work you do, or actually compound it?


OpenAI begins testing ads in ChatGPT (Mashable)


Spotify Shares Surge After Adding Record Number of New Users (Bloomberg)


Alibaba, Tencent, and ByteDance Offer AI Red Packets to Lure Users (Bloomberg)


New Mexico lawsuit accuses Meta of failing to protect children from sexual exploitation online (AP)


AI Doesn't Reduce Work, It Intensifies It (HBR)

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Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits out the party? And the Crypto.com guy runs the same playbook but now with Ai.com.


Sam Altman touts ChatGPT’s reaccelerating growth to employees as OpenAI closes in on $100 billion funding (CNBC)


How Capex Ramp Up Will Squeeze Google, Amazon, Meta (The Information)


Apple is the only Big Tech company whose capex declined last quarter (Sherwood)


A New AI Video Model From ByteDance is Making Waves (PetaPixel)


Claude Code is the Inflection Point (SemiAnalysis)


Crypto.com CEO unveils new AI agents to millions during Super Bowl (CoinTelegraph)


From Svedka to Anthropic, brands make bold plays with AI in Super Bowl ads (TechCrunch)

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