Weekly#634

  • Apple aims to source all US iPhones from India in pivot away from China (FT)
  • Gemini to Arrive On-Premises with Google Distributed Cloud
  • Alphabet reports Q1 revenue up 12% YoY to $90.2B, net income up 46% to $34.54B, Services revenue up 10% to $77.3B, and Other Bets revenue down 9% to $450M
  • AI Overviews is now used by more than 1.5 billion users monthly across over 100 countries
  • In the age of AI, we must protect human creativity as a natural resource
  • UK’s Deliveroo gets $3.6 billion buyout proposal from DoorDash
  • Waymo reports 250,000 paid robotaxi rides per week in U.S.
  • 2025: The Year the Frontier Firm Is Born
    • You can buy intelligence on tap
    • Human-agent teams will upend the org chart
    • Every employee becomes an agent boss
  • Quantum messages travel 254 km using existing infrastructure for the first time
  • AI is changing how software companies charge customers. Welcome to the pay-as-you-go future
  • Apple to Strip Secret Robotics Unit From AI Chief Weeks After Moving Siri
  • Google Gemini has 350M monthly users
  • OpenAI Forecasts Revenue Topping $125 Billion in 2029 as Agents, New Products Gain

Weekly#633

  • Citing recent comments by James Cameron, Netflix Co-CEO Ted Sarandos said he hopes AI can make films “10% better,” not just “50% cheaper.”
  • OpenAI is in advanced talks to buy coding assistant company Windsurf for more than $3 billion…OpenAI looked at buying Cursor creator before turning to AI coding rival Windsurf
  • Microsoft researchers say they’ve developed a hyper-efficient AI model that can run on CPUs, hugging face link
  • Amazon’s secret Vega OS inches closer to launch
  • Video: Stanford CS229 I Machine Learning I Building Large Language Models (LLMs)
  • Meta blocks Apple Intelligence on Facebook and its other iOS apps
  • Overcoming React Development Hurdles: A Guide for Developers
  • Google DeepMind Is Hiring a ‘Post-AGI’ Research Scientist
  • Cognitive Load is what matters
  • OpenAI is working on its own X-like social network, according to multiple sources familiar with the matter
  • Android phones will soon reboot themselves after sitting unused for 3 days

Weekly#632

  • James Cameron: AI Could Help Cut VFX Costs in Half, Saving Blockbuster Cinema
  • Apple chartered cargo flights to ferry 600 tons of iPhones, or as many as 1.5 million, to the United States from India
  • CEO Andy Jassy’s 2024 Letter to Shareholders
  • “…electricity demand from data centres worldwide is set to more than double by 2030 to around 945 terawatt-hours (TWh), slightly more than the entire electricity consumption of Japan today…”
  • “…The drug discovery market is expected to reach $71 billion in value by 2025 as AI continues to change the industry.On average, it can take anywhere between 10 and 15 years — and sometimes more than $2 billion — for a drug to make it from the bench to final approval from the Food and Drug Administration…”
  • Google introduces Firebase Studio, an end-to-end platform that builds custom apps in-browser
  • Agent Development Kit: Making it easy to build multi-agent applications…A2A Protocol
  • OpenAI gets ready to launch GPT-4.1
  • Anthropic Education Report: How University Students Use Claude
  • Walmart executives tell Axios the new Trend-to-Product, a “trend-sensing design tool,” shortens the production timeline for fashion items by as much as 18 weeks
  • AI models still struggle to debug software, Microsoft study shows

Weekly#631

  • YouTube Could Be Worth $550 Billion as Analyst Crowns Platform ‘New King of All Media
  • Gmail is making it easier for businesses to send encrypted emails to anyone
  • Amazon’s new AI agent will shop third-party sites for you
  • Amazon Kindle’s new feature uses AI to generate recaps for books in a series
  • How the U.S. Public and AI Experts View Artificial Intelligence
  • Midjourney releases V7, its first new AI image model in nearly a year
  • No Uploads Needed: Google’s NotebookLM AI Can Now ‘Discover Sources’ for You
  • “..DeepMind suggests developers use techniques like amplified oversight, in which two copies of an AI check each other’s output, to create robust systems that aren’t likely to go rogue..”
  • 70% of the 20,000 satellites ever launched remain in space today
  • “…Amazon said next week’s mission — known as Kuiper-1 or KA-1 (for Kuiper Atlas 1) — will put 27 Kuiper satellites into orbit at an altitude of 280 miles (450 kilometers)…”
  • Microsoft leaders, past and present, on the company’s legacy and impact
  • The Art of Postmortem
  • Bloomberg Has a Rocky Start With A.I. Summaries