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Reasoning is touted as AI’s next breakthrough, but new research is calling that promise into question—even as big tech prepares to spend trillions more on AI. We dig into what could be the AI boom’s biggest blind spot, and the potential fallout for the AI trade.…
Google back in court - and the DOJ's focus on AI making it clear the case is as much about Google's future as its past. youtube.com/watch?v=43Pe46…
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DOJ targets Google’s AI ambitions in high-stakes antitrust trial
This should be an interesting debate on all in on Friday 📝 Which side are you on, @bgurley & @dee_bosa or @realDonaldTrump’s?
Going live with Replit CEO @amasad now on vibecoding and the latest OpenAI/windsurf news Watch here: youtube.com/watch?v=C7lnru…
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Replit CEO on OpenAI/Windsurf, vibe-coding and more
Export controls are meant to slow China’s AI. Instead they’ll accelerate Huawei — at Nvidia’s expense. Constraint is turning into strategy while the US gives up leverage
In Silicon Valley calling a startup a "wrapper" used to be one of the worst digs you could make. But with increasing model commoditization and costs plummeting, is it time for Justice for the Wrappers? youtube.com/watch?v=mmws6O…
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AI’s Vibe-Coding Era — How The Shift To Apps Changed The Race
In Silicon Valley calling a startup a "wrapper" used to be one of the worst digs you could make. But with increasing model commoditization and costs plummeting, is it time for Justice for the Wrappers? We dive into apps like @perplexity_ai @AbridgeHQ @cursor_ai to find out:…
The DOJ now looks to be allowing megacap tech to invest in AI startups, essentially permitting the trend of acqui-hiring that has plagued the industry. Our TechCheck Take explored the sneaky way big tech is raiding startups for talent youtube.com/watch?v=9jwXZh…
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How Google, Microsoft And Amazon Are Raiding AI Startups For Talent
Voice assistants are shaping up to be the next frontier in AI. Now Sesame is changing the game with what may be the most human AI voice assistant yet. youtube.com/watch?v=i1BoLH…
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YouTube
Meet Sesame: The most human AI voice assistant yet
Distillation has paved the way for China and others to compete at the cutting edge of AI faster and cheaper than ever before Deepseek woke up the world to its disruptive potential Our latest TechCheck Take deep dive on AI's distillation problem
The dollar gaining steam over the past 6 months...and it's becoming a headwind for Big Tech companies who do big business overseas. youtube.com/watch?v=fHdd0R…
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Why a stronger dollar could spell trouble for Big Tech
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