weekly

There are 632 posts filed in weekly (this is page 1 of 64).

Weekly#635

  • Apple reports Q2 revenue up 5% YoY to $95.4B, vs. $94.6B est., Q2 revenue from Services, which includes the App Store, Apple TV+, and Apple Music, up 12% YoY to $26.65B
  • Apple updates App Store Guidelines to allow links to external payments
  • Apple says Trump import tariffs will increase its costs by $900 million this quarter
  • Amazon CEO says 100,000 users now have Alexa+
  • Uber Launches Product for Seniors, With Rival Lyft Following Suit
  • NASA’s SPHEREx Space Telescope Begins Capturing Entire Sky
  • “…Mark Zuckerberg and Meta are pitching a vision of AI chatbots as an extension of your friend network and a potential solution to the “loneliness epidemic…”
  • An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media
  • Google funding electrician training as AI power crunch intensifies…will bring more than 100,000 sorely needed electricians into the trade to meet the demands of an AI-driven surge in data centers and power generation
  • “Microsoft…after 10 consecutive quarters of increased spending for artificial intelligence, the company has tapped on the brakes, according to financial results released Wednesday…”
  • Microsoft CEO says up to 30% of the company’s code was written by AI
  • Trust, attitudes and use of artificial intelligence KPMG
  • Large Language Models, Small Labor Market Effects
  • Visa and Mastercard unveil AI-powered shopping

Quarter Results AI Summary

Company (Ticker)Revenue (Value, YoY Growth %)Key Segment GrowthKey Notes
Apple (AAPL)$95.4B, +5%Services +12%Strong quarter with record Services revenue and significant capital returns ($100B buyback, dividend hike). However, results overshadowed by $900M projected Q3 tariff impact and strategic supply chain shift, moving significant iPhone/iPad production to India/Vietnam.
Amazon (AMZN)$155.7B, +9%AWS +17%, Ads +18%Beat Q1 estimates driven by strong Ad growth and steady AWS, though AWS growth rate slowed. Issued cautious Q2 operating income guidance below consensus, explicitly citing potential tariff risks as a headwind.
Microsoft (MSFT)$70.1B, +13% Azure +33% (+35% cc)Delivered a very strong quarter, beating estimates significantly, fueled by accelerating Azure growth (+33%/35%cc) driven by AI demand outpacing supply. AI business surpassed $13B run rate; reaffirmed massive $80B FY25 infrastructure investment plan.
Alphabet (GOOGL)$90.2B, +12% Cloud +28%Reported strong Q1 results beating estimates, driven by resilient Search/YouTube Ads and robust Cloud growth (+28%) fueled by AI. Announced first-ever dividend and $70B buyback, signaling maturity while continuing huge AI infrastructure investments (~$75B CapEx in 2025).
Meta Platforms (META)$42.3B, +16%Ads: Impressions +5%, Price +10%Beat Q1 estimates with strong revenue/EPS growth and raised FY25 CapEx guidance ($64-72B) for AI infrastructure. Faces significant EU regulatory risks impacting its ad model and a major copyright lawsuit over AI training data.

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

Weekly#630

  • Assassin’s Creed maker Ubisoft reverses gains after Tencent-backed spinoff move
  • OpenAI rolls out image generation powered by GPT-4o to ChatGPT
  • CoreWeave prices IPO at $40 a share
  • OpenAI Close to Finalizing $40 Billion SoftBank-Led Funding
  • Google Maps can soon scan your screenshots to plan your vacation
  • China’s deep space exploration laboratory starts operation
  • More electricity — and more electricians
  • GitHub Copilot Can Now Run in Windows Terminal
  • JPMorgan Chase & Co. has generated and certified so-called truly random numbers using a quantum computer, in a world-first that the bank hopes will have applications for security and trading
  • Turning round Rolls-Royce: ‘If you don’t score quickly, you lose people’
  • Latest Memo: The role of developer skills in agentic coding
  • Google will develop the Android OS fully in private, and here’s why
  • AI-Powered Databases Boost the Alzheimer’s Drug Discovery Process
  • Measuring AI Ability to Complete Long Tasks
  • DBS: Transforming a banking leader into a technology leader

Weekly#629

  • Nvidia’s GTC 2025 Keynote
  • AI-driven weather prediction breakthrough reported
  • Apple loses $1B a year on prestigious, minimally viewed Apple TV+: report
  • Nvidia says ‘the age of generalist robotics is here’
  • Italian newspaper says it has published world’s first AI-generated edition
  • Meta spotted testing AI-generated comments on Instagram
  • Volkswagen’s cheapest EV ever is the first to use Rivian software
  • Mark Zuckerberg says that Meta’s Llama models have hit 1B downloads
  • Severance brought everything together in its season 2 finale
  • Product Playbooks

Weekly#628

  • Talk, Draw, Generate: 10 Ways for Creating Software with AI
  • 9 Trends That Will Shape Work in 2025 and Beyond
  • Where Humans Still Have the Edge on AI
  • SXSW Sessions
  • 2025 Tech Trends Report by Future Today Institute
  • Klarna, 93 million active consumers and to work with over 675,000 merchants in 26 countries, files for U.S. IPO
  • China’s AI frenzy: DeepSeek is already everywhere — cars, phones, even hospitals
  • Gemini replacing Google Assistant on Android phones later in 2025
  • AI summaries are coming to Windows Notepad
  • Apple Plans AirPods Feature That Can Live-Translate Conversations
  • Man survives with titanium heart for 100 days – a world first
  • Google claims Gemma 3 reaches 98% of DeepSeek’s accuracy – using only one GPU
  • Carmakers Are Reinventing the Gear Shifter and Drivers Are Lost (WSJ)
  • Something Is Rotten in the State of Cupertino
  • Malware’s AI time bomb
  • How the Four Seasons Hit a Marketing Jackpot With HBO’s ‘The White Lotus’ (WSJ)

Weekly#627

  • Speed as a Habit
  • Software Design: What went wrong?
  • Kuo: Apple’s First Foldable iPhone to Feature Book-Style Design, Sell for Over $2,000
  • Broadcom fixes three VMware zero-days exploited in attacks
  • iOS 18.4 beta introduces AI-powered review summaries in the App Store
  • Anthropic’s Recommendations to OSTP for the U.S. AI Action Plan
  • Google begins testing AI-only search results
  • Alibaba’s new open source model QwQ-32B matches DeepSeek-R1 with way smaller compute requirements
  • Streaming HTML – Asynchronous DOM Updates without JavaScript
  • The Fall 2024 Workforce Index Shows Executives and Employees Investing in AI, but Uncertainty Holding Back Adoption
  • The new politics of AI: Why fast technological change requires bold policy targets
  • Mistral adds a new API that turns any PDF document into an AI-ready Markdown file
  • Meta is targeting ‘hundreds of millions’ of businesses in agentic AI deployment
  • US communications agency to explore alternatives to GPS systems
  • Denmark postal service to stop delivering letters
  • ChatGPT on macOS can now directly edit code
  • A quarter of startups in YC’s current cohort have codebases that are almost entirely AI-generated

Weekly#626

  • Introducing GPT-4.5
  • Artificial Intelligence Markup Language
  • AI-Powered Ransomware Attacks
  • Microsoft hangs up on Skype: service to shut down May 5, 2025
  • Intel delays its Ohio chip factory to 2030
  • Meta plans to release standalone Meta AI app in effort to compete with OpenAI’s ChatGPT
  • Microsoft releases a Copilot app for Mac
  • Waymo has doubled its weekly robotaxi rides in less than a year
  • IBM closes $6.4B HashiCorp acquisition
  • Microsoft Releases BioEmu-1: A Deep Learning Model for Protein Structure Prediction
  • GitHub Copilot Extensions Integrate IDEs with External Services
  • There are 3 private lunar landers headed to the moon right now — a 1st in space history
  • Silicon Reimagined…New foundations for the age of AI.
  • Future of AI Research
  • Securing tomorrow’s software: the need for memory safety standards
  • Google’s Sergey Brin Urges Workers to the Office ‘at Least’ Every Weekday
  • The End of Programming as We Know It
  • Meet the AI agent engineer