Thoughts on Apple TV's history and future; sources: Apple postponed a larger-than-usual number of iOS 19 features to spring 2026, when iOS 19.4 is set to debut (Mark Gurman/Bloomberg)

A skeptical look at the new AI scaling "laws", including post-train duration and "inference time compute", and why they may fail to predict AI model performance (Gary Marcus/Marcus on AI)

Gary Marcus / Marcus on AI: A skeptical look at the new AI scaling “laws”, including post-train duration and “inference time compute”, and why they may fail to predict AI model performance  —  Scaling laws ain't what they used to be  —  “If anything we are seeing the emergence of a new scaling law …

Published: 2024-11-25 08:50:03

A look at the rise of super clusters that use ~100K of Nvidia's GPUs for training giant AI models and the new engineering challenges arising from such clusters (Asa Fitch/Wall Street Journal)

Asa Fitch / Wall Street Journal: A look at the rise of super clusters that use ~100K of Nvidia's GPUs for training giant AI models and the new engineering challenges arising from such clusters  —  Musk's xAI and Meta are among firms building clusters of advanced chips  —  Tech titans have a new way to measure who is winning …

Published: 2024-11-25 07:05:05

A bitcoin strategic reserve is a resilience strategy for the "hodlers", not the US state, as a bet on bitcoin is bullish on permanent institutional collapse (Brendan Greeley/Financial Times)

Brendan Greeley / Financial Times: A bitcoin strategic reserve is a resilience strategy for the “hodlers”, not the US state, as a bet on bitcoin is bullish on permanent institutional collapse  —  It is a resilience strategy for the ‘hodlers’, not the US state  —  In July, Cynthia Lummis, a US senator from Wyoming …

Published: 2024-11-25 05:10:01

Sources: Intel, the biggest recipient of money under the CHIPS Act, will see its funding drop to less than $8B from the $8.5B that was announced earlier in 2024 (New York Times)

New York Times: Sources: Intel, the biggest recipient of money under the CHIPS Act, will see its funding drop to less than $8B from the $8.5B that was announced earlier in 2024  —  The Biden administration is reducing its award to the pioneering chip maker to less than $8 billion, from $8.5 billion.

Published: 2024-11-25 02:25:05

A look at the shortcomings of Google's Tensor SoC for Pixel devices, with four generations failing to impress in key performance and power efficiency metrics (Robert Triggs/Android Authority)

Robert Triggs / Android Authority: A look at the shortcomings of Google's Tensor SoC for Pixel devices, with four generations failing to impress in key performance and power efficiency metrics  —  Would future Pixels be better of returning to Snapdragon?  —  •  —  Thanks to an unprecedented leak from Google's gchips division …

Published: 2024-11-25 01:55:01

Sources: Marc Andreessen, Travis Kalanick, and others are involved in Department of Government Efficiency; Andreessen is acting as a networker for recruitment (Washington Post)

Washington Post: Sources: Marc Andreessen, Travis Kalanick, and others are involved in Department of Government Efficiency; Andreessen is acting as a networker for recruitment  —  The Tesla executive and the former presidential candidate are meeting with staff and interviewing experts as they plan for massive federal cuts.

Published: 2024-11-25 00:20:01

Shares of Japan's Fujikura, which specializes in fiber optic cables for data centers, are up 400%+ in 2024 due to the AI boom, leading the Nikkei 225 index (Aya Wagatsuma/Bloomberg)

Aya Wagatsuma / Bloomberg: Shares of Japan's Fujikura, which specializes in fiber optic cables for data centers, are up 400%+ in 2024 due to the AI boom, leading the Nikkei 225 index  —  - Fujikura has benefited from surging demand for data centers  —  The global boom in AI has turned an obscure 139-year-old Japanese company into a stock-market star.

Published: 2024-11-24 23:30:02

Investigation: how hack-for-hire Appin tried silencing 15+ outlets since 2022 over articles, newsletters, and podcasts covering Appin's "ethical hacking" (Reporters Without Borders)

Reporters Without Borders: Investigation: how hack-for-hire Appin tried silencing 15+ outlets since 2022 over articles, newsletters, and podcasts covering Appin's “ethical hacking”  —  Whether based in the US, Switzerland, France or India, any media outlet investigating the “ethical hacking” of Appin …

Published: 2024-11-24 22:00:31

A profile of Chris Maurice, the CEO of US stablecoin startup Yellow Card, which operates in 20 African countries and has traded $3B+ worth of crypto in 2024 (David Pan/Bloomberg)

David Pan / Bloomberg: A profile of Chris Maurice, the CEO of US stablecoin startup Yellow Card, which operates in 20 African countries and has traded $3B+ worth of crypto in 2024  —  Cryptocurrencies that track the dollar are becoming a popular workaround for companies stymied by currency shortages on the continent.

Published: 2024-11-24 20:20:02

Q&A with US Commerce Secretary Gina Raimondo on what happens to the $50B CHIPS program under the Trump administration, the future of AI safety, China, and more (Steven Overly/Politico)

Steven Overly / Politico: Q&A with US Commerce Secretary Gina Raimondo on what happens to the $50B CHIPS program under the Trump administration, the future of AI safety, China, and more  —  With a massive legacy program hanging in the balance, the Commerce secretary wants to get billions in microchip money out the door in the next two months.

Published: 2024-11-24 18:30:02

Sources: Cantor Fitzgerald plans a $2B+ program to lend USD to clients who put up BTC as collateral and is talking with Tether about supporting the program (Bloomberg)

Bloomberg: Sources: Cantor Fitzgerald plans a $2B+ program to lend USD to clients who put up BTC as collateral and is talking with Tether about supporting the program  —  - Lutnick set to be next commerce secretary under Trump  —  Howard Lutnick is moving to strengthen his alliance with one of the most important …

Published: 2024-11-24 17:10:02

An overview of macro tech trends for 2025, focusing on generative AI, LLMs, scaling challenges with training ever bigger AI models, the capex surge, and more (Benedict Evans)

Benedict Evans: An overview of macro tech trends for 2025, focusing on generative AI, LLMs, scaling challenges with training ever bigger AI models, the capex surge, and more  —  Presentations Every year, I produce a big presentation exploring macro and strategic trends in the tech industry.  For 2025, ‘AI eats the world’.

Published: 2024-11-24 16:50:00

How Tim Cook developed a personal relationship with Donald Trump, in part by zeroing in on areas of mutual interest between Apple and Trump's agenda (Wall Street Journal)

Wall Street Journal: How Tim Cook developed a personal relationship with Donald Trump, in part by zeroing in on areas of mutual interest between Apple and Trump's agenda  —  The election is leading to a return of personal lobbying by CEOs, hoping to develop ties with the new administration; Cook's one-topic meals

Published: 2024-11-24 16:10:06

Sources: in the past year, Cantor Fitzgerald agreed to invest as much as $600M in Tether for about a 5% stake; Cantor holds most of Tether's $134B in assets (Wall Street Journal)

Wall Street Journal: Sources: in the past year, Cantor Fitzgerald agreed to invest as much as $600M in Tether for about a 5% stake; Cantor holds most of Tether's $134B in assets  —  Before becoming Trump's commerce secretary pick, Lutnick deepened Cantor's ties with a stablecoin firm under investigation

Published: 2024-11-24 15:35:02