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My guests today are Gavin Uberti and Rob Wachen, the founders of Etched. A few years ago, when they set out to build a better AI chip than the largest companies in the world, almost everyone I called told me it could not be done. They have since done it, taping out a working chip on their first attempt and becoming the first hardware company founded after ChatGPT to do so. They already have more than a billion dollars of customer demand for their first product, and have raised eight hundred million dollars to build it. Etched builds chips and systems designed to run AI models faster and at lower cost. They started the company in 2023, and that product is a complete rack for inference, the chip along with the boards, the power delivery, the interconnects, and the manufacturing to produce it all. We talk about the technical bets behind their architecture, how they hired industry legends and paired them with elite 22 year-olds, and why they believe inference will become one of the largest markets in the world. I think you will find the story of what they have built hard to forget. Please enjoy my conversation with Gavin and Rob. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest. ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgelineapps.com. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:07) Gavin Uberti and Rob Wachen (00:03:54) Two 21-Year-Olds Taking on NVIDIA (00:07:52) The Two Technical Bets Behind Their Architecture (00:14:15) Why Inference Becomes the Biggest Market (00:20:23) Rob and Gavin's Origins Stories (00:28:38) How They Recruit Industry Legends (00:36:30) Moving a Dozen Engineers to Bangalore for Six Months (00:38:01) Speed Wins (00:43:58) Getting More Concurrency Out of Every Megawatt (00:52:44) Vertical Integration (00:57:43) Hardest Obstacles to Overcome (01:01:09) Raising The Largest AI Chip Series A Ever (01:06:29) TSMC (01:13:20) Designing Gen 2 for Gigawatt-Scale Production (01:16:42) Why Machines Don't Think Like People (01:20:03) A Year of Compute Compressed Into a Month (01:23:44) The Trillion-Dollar Data Center (01:26:19) The Kindest Thing
Our 249th episode with a summary and discussion of last week's big AI news!Recorded on 06/17/2026Note: work has kept me from publishing episodes promptly, apologies! I'll get back on schedule soon.Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Anthropic cut off access to Fable 5 and Mythos 5 after a US government order tied to alleged jailbreaks, prompting debate over inconsistent policy, export controls, and the practicality of preventing jailbreaks.SpaceX completed an IPO at a roughly $1.75T valuation and then moved to acquire AI coding startup Cursor for $60B, positioning xAI with Cursor's talent, data, and product to compete more effectively in coding.Infrastructure and business updates include Anthropic pursuing direct US data center leases backed by Google, leaked documents showing OpenAI's revenue growth alongside large losses, and chatbot market share shifting with ChatGPT below 50% as Gemini and Claude gain.Projects and policy highlights include OpenRouter's Fusion multi-model synthesis, new open releases from Moonshot, Qwen, and NVIDIA, DOJ support for xAI's unpermitted gas turbines in Memphis, and a Munich court ruling Google liable for false AI Overview statements.Timestamps (note - these don't take into account dynamically inserted ads and therefore may be off by a couple of minutes):(00:00:10) Intro / Banter(00:03:38) Ad break + news previewTools & Apps(00:04:52) Anthropic cuts off Fable 5 and Mythos 5 access following government order | The Verge + All the news about Anthropic's new AI fight with the White House(00:25:53) Facebook's new AI Mode search gets its info from public posts | The VergeApplications & Business(00:27:00) SpaceX to acquire the AI coding startup Cursor for $60 billion(00:35:42) Anthropic pursues data center leases, seeks financial backing from Google, The Information reports | Reuters(00:40:10) Leaked financial docs show OpenAI is losing billions of dollars a year - Ars Technica(00:46:00) ChatGPT's market share slips below 50% for first time | TechCrunch(00:50:34) ‘Tell Him He's a Piece of Shit': Meta's New AI Unit Is a Total Mess | WIRED(00:56:23) Sakana AI Commercializes AB-MCTS in Sakana Marlin, an Enterprise Agent Generating Up to 100-Page Research Reports With Slides - MarkTechPostProjects & Open Source(00:59:36) Surpassing Frontier Performance with Fusion — OpenRouter Blog(01:03:00) Moonshot AI Releases Kimi K2.7-Code: a Coding Model Reporting +21.8% on Kimi Code Bench v2 Over K2.6 - MarkTechPost(01:08:34) Meet Qwen-RobotSuite: Three Embodied AI Models for VLA Manipulation, Video World Modeling, and Navigation - MarkTechPost(01:11:29) Nemotron 3 Ultra: Open, Efficient Mixture-of-Experts Hybrid Mamba-Transformer Model for Agentic Reasoning(01:17:31) ProCUA-SFT Technical ReportPolicy & Safety(01:20:33) DOJ Lawyers Argue xAI Is ‘Vital' for National Security in NAACP Lawsuit | WIRED + People Living Near xAI's Dirty Data Centers Are Pissed About the SpaceX IPO(01:25:29) A Court Has Ruled That Google Is Liable for False Statements Generated by AI Overviews | WIRED(01:28:47) Why Do Naive SFT Filters For Safety Properties Fail?Research & Advancements(01:34:14) From AGI to ASI(01:39:44) Artificial Analysis Intelligence Index v4.1: a shift toward agentic workloads(01:42:12) SIA: Self Improving AI with Harness & Weight UpdatesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On this episode of Christopher Lochhead: Follow Your Different, we welcome back Ray Wang, Chairman and CEO of Constellation Research, and widely regarded as one of the most insightful technology analysts in the world. In a recent conversation with Christopher Lochhead, Ray Wang shared his unfiltered perspective on the biggest developments shaping the technology landscape today. From the historic SpaceX IPO to the transformative acquisition of Cursor, Ray Wang offered sharp analysis that cuts through the noise and gets to what actually matters for businesses and investors navigating an AI-driven world. The conversation covered topics that most analysts are still catching up on, including why knowledge workers need to rethink their value, what Data Inc companies actually are, and why the context layer above large language models may be the most important competitive battleground of the next decade. What makes Ray Wang’s perspective so valuable is not just his breadth of knowledge but his ability to synthesize experience into wisdom, which is precisely the distinction he draws when talking about why AI cannot replace truly seasoned professionals. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go. Ray Wang on AI, Knowledge Work, and the Commoditization of Expertise Ray Wang makes a clear and compelling distinction between knowledge and wisdom. He argues that knowledge has become a commodity, but wisdom, the ability to take insights and turn them into meaningful action, remains deeply human and increasingly valuable. As AI automates deterministic, repetitive tasks, what rises in importance is judgment, the capacity to learn from failure and connect dots in ways that no model trained exclusively on successful outcomes can replicate. This reframing is critical for anyone worried about AI displacing their career. Ray Wang points out that AI systems today learn only from success, with no real failure database informing their outputs. That gap is where experienced professionals earn their keep. Businesses are increasingly paying for people who have lived through cycles of failure and recovery, not simply those who can recite information retrieved from a search index. The SpaceX IPO and What Ray Wang Says It Means for the Future of Markets Ray Wang describes the SpaceX IPO as a completely new playbook, one that flipped conventional wisdom about how public offerings should be structured. Rather than allocating the vast majority of shares to institutional investors through a traditional roadshow, SpaceX directed somewhere between 20 and 30 percent of the offering toward retail investors. Ray Wang sees this as Elon Musk rewarding the individual investors who stayed loyal through years of volatility, particularly the Tesla shareholders who held on despite relentless short-selling pressure. Beyond the allocation strategy, Ray Wang highlights how Musk essentially told the markets to take it or leave it at a fixed price, bypassing the typical price-discovery process. The Nasdaq inclusion guaranteed a floor without needing the traditional green shoe option to do the heavy lifting. Ray Wang believes this model could influence how future high-profile tech companies, including OpenAI and Anthropic, approach their own public offerings, fundamentally shifting leverage away from Wall Street banks and toward founders and retail participants. Ray Wang Explains Data Inc Companies and the Context Layer That Defines AI Competitive Advantage Ray Wang has been developing a framework he calls the Data Inc company, a concept centered on the idea that businesses that treat data as their primary asset, combined with strong distribution, will dominate the AI era. According to Ray Wang, unique data sets that no competitor can access or replicate are the foundation of next-generation competitive moats. Companies that fail to own their data and build derivative products from it will find themselves structurally disadvantaged as AI capabilities become more broadly available. Taking that framework one step further, Ray Wang agrees that the real battleground is not the large language model itself but the contextual layer that sits above it. This semantic and contextual wrapper, built from proprietary data and accumulated organizational knowledge, is what gives AI outputs meaning and reduces hallucinations. Swapping out one LLM for another becomes straightforward when this context layer is robust, much like swapping one database for another in a well-architected system. Ray Wang adds one more dimension that elevates the entire conversation: persistent memory. The ability for AI systems to retain learnings across interactions and pass that accumulated intelligence to downstream systems is, in his view, the true home run of enterprise AI. Decision velocity, powered by a rich contextual layer and persistent memory, is what separates companies that merely adopt AI from those that build genuine exponential advantage from it. To hear more from Ray Wang and his thoughts about the Future of Tech, download and listen to this episode. Bio R “Ray” Wang (pronounced WAHNG) is the Founder, Chairman, and Principal Analyst of Silicon Valley based Constellation Research Inc. He co-hosts DisrupTV, a weekly enterprise tech and leadership webcast that averages 50,000 views per episode and authors a business strategy and technology blog that has received millions of page views per month. Wang also serves as a non-resident Senior Fellow at The Atlantic Council's GeoTech Center. Since 2003, Ray has delivered thousands of live and virtual keynotes around the world that are inspiring and legendary. Wang has spoken at almost every major tech conference. His ground-breaking bestselling book on digital transformation, Disrupting Digital Business, was published by Harvard Business Review Press in 2015. Ray's new book about Digital Giants and the future of business titled, Everybody Wants to Rule the World will be released July 2021 by Harper Collins Leadership. Ray Wang is well quoted and frequently interviewed in media outlets such as the Wall Street Journal, Fox Business News, CNBC, Yahoo Finance, Cheddar, CGTN America, Bloomberg, Tech Crunch, ZDNet, Forbes, and Fortune. He is one of the top technology analysts in the world. Links Follow Ray Wang! Website | Twitter | LinkedIn | Constellation Research | DisrupTV We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X (formerly Twitter), Instagram, and subscribe on Apple Podcast / Spotify!
Announcing the CTP for SpaceX. MahJong Craze gone wild. Goodbye to Alan Greenspan – The Maestro. Have you seen RAM prices? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Announcing the CTP for SpaceX - MahJong Craze - Goodbye to Alan Greenspan - The Maestro - Have you seen RAM prices? Markets - Economic Collapse Imminent? - Breathe is narrowing again - chips chips chips are the only play - Spacex coming back down to earth? What is that sucking sound? -- Markets getting weird..... 3% down for NASDAQ 100 today - 8% for SMH and 14% for Memory ETF - Just announced - Alphabet (Google) will replace Verizon in DJIA DEDICATION: Alan Greenspan - Died Monday at age 100 Google Enters DJIA - High priced shares - Moves tech to 22% of DJIA from 17% or so - very meaningful move - Every $1 move for Google = $7 move on DJIA - Tech: S&P 500 (~30%+), Nasdaq (~50%+) Computer Pricing - What as $2,000 a year ago for a nice desktop is not like $4,000 - Dell not holding pricing quotes - and even if they do, back ordered so prices could go up after order - Will IPOs put more money in the pocket of tech companies to buy gear at any price? Endless - SpaceX recently finalized two massive, multibillion-dollar artificial intelligence contracts: a $6.3 billion computing power agreement with Reflection AI and a $60 billion acquisition of the AI coding startup Cursor. - AI Compute Deal with Reflection AI - - - - The Terms: Reflection AI agreed to pay SpaceXAI $150 million per month from July 2026 through the end of 2029. - - -- - - The Infrastructure: The startup will tap into hardware and GB300 chips housed at SpaceX's Colossus 2 data center in Memphis, Tennessee. More SpaceX - SpaceX shares were as high as $220 post IPO. - Sharea ahve been down over the past 3 days. - Most that got in POST IPO probably bought in at about $162-$165 - Newsline: SpaceX shares slipped for a third straight day, shedding hundreds of billions of dollars in market value, after the company said it is selling investment-grade bonds for the first time. - The stock fell 16% Monday to close at $154.60, the lowest level since the company's first day of trading, pushing its three-day loss to 23% and erasing over $600 billion in value over that period. - SpaceX is seeking to raise at least $20 billion from the first bond offering to fund its artificial-intelligence ambitions. Missed Opportunity - Short the Mattress companies he said...... ----- Got squeezed out....Never to return Swing and a Miss Maybe Because this can happen... - Shares of Getty Images Holdings Inc. soared as much as 145% on Monday after it announced a licensing deal with OpenAI. - Getty said that images from its library will appear in the search and discovery features of ChatGPT, marking a key reversal for the firm. - The partnership with OpenAI could improve “licensing optics” and shift the narrative on the stock, according to analyst Mark Zgutowicz. - Getty shares were up 118% to $1.32 as of 12:44 p.m. in New York, putting them on track for the best session since July 2022. The stock had fallen about 55% this year to close at 61 cents on Thursday before the Juneteenth holiday weekend began. KOREA - SK Hynix - New #1 in South Korea: SK Hynix surpassed Samsung Electronics on Monday to become the country's most valuable listed company. - Remarkable turnaround: A striking reversal for a chipmaker that nearly collapsed under heavy debt roughly two decades ago. (CYCLES) - AI memory leader: Now the dominant supplier of high-bandwidth memory (HBM) chips powering AI systems. - Marquee customers: Key buyers include Nvidia (NVDA) and Alphabet's Google (GOOGL). - Massive 2026 rally: Shares are up more than 340% year-to-date, fueled by the global AI boom. - Market cap milestone: Valuation now exceeds both Samsung and Micron (MU). Markets Get Chopped - Questions being asked about if AI spend boom producing fast enough return - Back to earth on valuation scare - (all of a sudden?) - KOSPI down 11% - Chips getting hit - 12% for Memory ETF - MU down 9%, Intel 4%, ASML 7% RAM Prices... - Looking at some additional RAM today for some office computers .... --- ARE THEY KIDDING? RAM Prices Imminent Collapse???? - President Donald Trump said the prospect of global economic collapse was a big reason he signed an interim peace deal with Iran. - According to sources, the deal reopened the Strait of Hormuz and set in motion waivers for sanctions on Iran's oil sales to the international market, with the effect being an immediate drop in oil prices and a rise in US stocks. - The agreement has been seen as skewed in Iran's favor, giving the country broad gains before the next round of talks, and has prompted pushback and anger from Republican lawmakers. - MOU signed lat Wednesday - also now more waivers of sanctions on sale of Iranian oil - 60 day reprieve. China - Weak economic conditions - H Shares about to enter bear market - Hong Kong - Close to a technical bear market, dragged down by weak domestic consumption, a struggling property sector, and an exodus of funds fleeing "old tech" for AI plays elsewhere in Asia. - A-shares are listed in mainland China (Shanghai/Shenzhen) and primarily target domestic investors. H-shares are listed in Hong Kong and are freely available to international investors More China - Retail sales declined for the first time since December 2022, dropping 0.6% from a year earlier. - China's urban fixed-asset investment contracted 4.1% as of end-May, dragged by real estate and manufacturing. - Manufacturing fixed-asset investment contracted for the first time since December 2020. - Industrial output was the lone bright spot, rebounding from April's near three-year low. - The national unemployment rate fell to 5.1% in May, compared with 5.2% in April. Marrrr Jonggg - Mahjong can be highly addictive due to its rewarding blend of strategy, luck, and social interaction. The rapid tile-drawing, need for pattern recognition, and "just one more round" mentality trigger dopamine releases. If compulsive play disrupts your finances or daily life, it can become a behavioral addiction requiring intervention. - Tactile and Auditory Appeal: Many users on community forums like Reddit agree that the physical weight, texture, and distinct clinking sound of shuffling tiles provide soothing, sensory satisfaction. - There has been a 70% surge in mahjong content on TikTok in the past year - Yelp recently named the Chinese tile game a top trend of 2026, noting that searches for mahjong clubs surged 4,467% year over year for the period from September 2024 to August 2025 and that searches for mahjong lessons rose 819%. Alphabet - WHAT>????*&*^ - Alphabet shares slid 7%, on track for the search giant's worst day in a year. - Alphabet's Google has seen consecutive high-profile researchers leave in the last several days. - The company also has exposure to the market's concerns around commoditized AI and ballooning capital expenditures. - The share slide also came on the heels of a Sunday Wall Street Journal interview with Microsoft CEO Satya Nadella, who called for less dependence on “AI Giants” and said the AI market was commoditized. Back to Oracle - Oracle reduced workforce by 21,000 employees over past twelve months. - Cuts broader than previously disclosed, driven by artificial intelligence adoption. - Global headcount fell from 162,000 to 141,000 full-time employees year-over-year. - Workforce reductions generated $1.8 billion in restructuring costs, company reported. - Company warned AI deployment may continue resulting in workforce reductions. NVDA - Underperforming - Nvidia shares slipping recently despite remaining up about 12% in 2026. - Stock down roughly 3% past month, underperforming semiconductor peers. - SMH ETF surged 84% year-to-date, gaining 15% last month. - Traders predict Nvidia chip pricing power is beginning to decline. - Wall Street focus shifting toward memory and infrastructure AI buildout. - Micron and Sandisk shares jumped nearly 60% over past month. Gloom and Doom - JCD sent interesting take from Chris Bloomstran - Traditionally asset light companies with all sorts of revenue, high margins now.... ---- Converting into asset heavy with no real understanding of what the profitability or even revue will be in the future ----- Here are the highlights of his commentary we can explre: ------------AI buildout shifting markets from asset-light toward capital-intensive infrastructure cycle - Hyperscaler capex surge reflects move into heavy, long-duration asset base - Massive capital requirements challenge economics versus prior asset-light models - Depreciation burden rising sharply as infrastructure scales across AI ecosystem - Returns depend on utilization of expensive, long-lived physical compute assets - Asset-heavy cycles historically lead to overbuild, weak returns, eventual consolidation - Infrastructure spending absorbing nearly all operating cash flow for hyperscalers - Off-balance-sheet financing masking true scale of capital intensity shift - AI economics hinge more on physical capacity than software-driven scalability - Echoes of past asset-heavy booms with eventual oversupply and value destruction Amazon Day - Today - June 26th - US consumers will spend $26.3 billion online at Amazon and other retailers during the four-day sale, up 9% from last year's event in July, according to Adobe Inc. - About 201 million Amazon shoppers in the US were Prime subscribers as of March, up about 3% from a year earlier - Amazon will capture about 60% of all US online spending during Prime Day, its highest market share since 2019, according to estimates from EMarketer Inc. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. FedEx Earnings - FedEx posted strong fiscal fourth-quarter earnings on Tuesday in the company's last quarter that included the freight business before its spin off. - FedEx Freight spun off into a separate publicly traded company on June 1. - The company said it saw a 3% year-over-year increase in domestic volume. - Stock down 6% A/H Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); ANNOUNCING the THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
My guest today is Vlad Barbalat, the Chief Investment Officer of Liberty Mutual Investments, the $120 billion investment platform that sits within one of the largest insurance companies in the world. Vlad grew up in Soviet Moldova, came to America in 1990, and built a career that eventually led him to one of the most distinctive capital allocator seats anywhere in finance. Today we talk about how the mutual insurance structure creates a unique investment platform, what Liberty looks for in a new deal or partner, and what it means to build a career and a life in a country that gave you opportunities you never would have had anywhere else. Please enjoy my conversation with Vlad Barbalat. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest. ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:53) Vlad Barbalat (00:01:28) The Most Interesting Seat in the Market (00:05:53) Breaking Down the $120B (00:10:41) How the Portfolio Is Constructed (00:11:00) The House View (00:13:49) What Liberty Looks for in a GP (00:16:32) Why Not Just Buy Bonds (00:18:30) Benefits of the Mutual Structure (00:23:40) The Luxury of the American Citizen Through Immigrant Eyes (00:30:26) How Immigration Shaped His Worldview (00:32:45) Direct Deals vs. GP Allocations (00:35:23) Branded Capital (00:39:07) Geopolitics & Investing (00:43:48) AI's Impact on Investing (00:46:22) The Valuation Debate (00:50:47) Public vs. Private Markets (00:53:53) Lessons from Goldman (00:54:41) Why Excellence Matters (00:57:30) Managing Permanent Capital (01:03:54) The Kindest Thing
This week’s Pirate Street Journal episode covered three topics that, on the surface, seem unrelated: the SpaceX IPO and its acquisition of AI coding startup Cursor, the rise of plug-in solar panels for everyday consumers, and KFC’s ambitious brand overhaul. But at the end, each story carries a deeper lesson about how categories are born, how they grow, and what separates winners from everyone else. The Pirate Street Journal is a business show with a simple but provocative premise: the Wall Street Journal does not know how business really works. Not because its journalists are incompetent, but because mainstream business media obsesses over companies, products, and technologies while almost completely ignoring market categories. Hosted by Christopher Lochhead alongside Eddie and Bri, the show takes three major business stories each week and examines them through the category design lens. The result is a sharper, more useful read on what is actually happening in the economy and why it matters. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go. SpaceX Did Not Just Buy a Startup, It Bought a Category SpaceX went public last Friday, and by Tuesday it had become one of the five most valuable companies in America, surpassing Amazon with a market cap of roughly $2.5 trillion. Days later, SpaceX agreed to acquire Cursor, an AI coding startup founded by four MIT students in 2022, for $60 billion in stock. Cursor had been valued at around $29 billion just months earlier, so SpaceX effectively paid double almost overnight. Most coverage focused on the eye-popping price tag and the fact that Cursor has roughly 20 employees. But Christopher argues that framing misses the point entirely. SpaceX did not make a consolidation play, where a company in a mature market acquires a competitor to cut costs and grab market share. This was an acceleration play. What SpaceX purchased was the category king position in a brand new and rapidly growing software category: AI tools for building software with AI. Cursor’s founder called it a new type of software, and he meant it. SpaceX, which already owns the bottom of the AI infrastructure stack through its Colossus supercomputer and orbital data center ambitions, just bought its way into the top of that stack through applications. Plug-In Solar Is Not a Green Hobby, It Is a New Category Forming in Real Time Over a million households in Germany have installed plug-in solar panels that hang from a balcony and connect directly to a wall outlet in under an hour. Each unit is capped at around 800 watts and costs roughly $500. In states like California and Hawaii, where electricity runs 30 to 40 cents per kilowatt-hour, the panels pay for themselves in three years or less. Nine US states have already legalized the technology, with more than 20 others working on similar legislation. Eddie points out that traditional rooftop solar remained a luxury product because of permitting costs and installation complexity. Stripping those barriers away creates a fundamentally different category: distributed, consumer-owned power sold at Costco prices. The real power here is the network effect. One household with solar panels feeding back into the grid is a novelty. One million households doing it is a functioning power plant. Ten million changes the entire economics of the American grid, reduces peak demand costs, and buys the country time while large-scale nuclear and orbital solar infrastructure are developed. As Christopher notes, when a category is designed to produce radical abundance and includes a network effect, the compounding impact becomes truly transformational. KFC Is Trying a New Look, But the Real Problem Is the Category Model Underneath KFC operates more than 3,600 locations in the United States, which is actually more than Chick-fil-A. And yet Chick-fil-A generates roughly $7.5 million per store each year while KFC pulls in under $2 million, despite being closed every Sunday. KFC’s response is a sweeping rebrand: new sauces, a boba and shakes drink line, immersive restaurant screens, a new logo, and a redesigned loyalty program. Eddie explains that the three things that actually drive success in quick service restaurants are beverages, speed of service, and the drive-through. Some of KFC’s moves make sense on the beverage side, since margins on drinks are far higher than on food. But expanding the menu risks slowing down service, which undermines the entire premise of the category. The deeper issue is structural. KFC is owned by Yum Brands, which for years co-located KFC with Taco Bell, confusing both the consumer and the category. Chick-fil-A, by contrast, is private, has an extraordinarily selective operator model, and charges just $10,000 for a franchise because it is looking for missionaries rather than mercenaries. That ownership clarity and cultural alignment is what produces four times the revenue per store, and no amount of boba or new signage is likely to close that gap without addressing what is happening underneath the brand. To hear more from The Pirate Street Journal, download and listen to this episode. You can also read more Pirate Street Journal entries in the Category Pirates newsletter. We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X (formerly Twitter), LinkedIn, and subscribe on Apple Podcast / Spotify!
Patrick Moorhead and Daniel Newman return from a packed week of travel, covering HPE Discover 2026 and Pure Accelerate hosted by Everpure. They break down the government-forced shutdown of Anthropic's Mythos 5, the Apple-Intel foundry signal, the xAI-Cursor acquisition, and whether enterprise AI spending is actually contracting or simply concentrating. Episode 309 of The Six Five Pod covers the week's events, market moves, and the structural questions that follow. The handpicked topics for this week are: Anthropic Mythos 5 Forced Shutdown: The U.S. government issued a 90-minute compliance window and a worldwide kill switch on Anthropic's Mythos 5 and Claude Fable 5 models, forcing them offline across all geographies. Patrick and Daniel examine what this means beyond the immediate headlines: model access has entered the same geopolitical variable set as semiconductor export controls, and every enterprise CIO now has a new on-premises infrastructure argument on the table. The shutdown also surfaced an unexpected counterpoint from the cybersecurity community, which argued that Mythos 5, operating in a defensive capacity, was itself a protection layer against the use of adversarial models. Anthropic's decision to revoke access globally rather than implement citizenship-based authentication reflected both the 90-minute timeline and the practical impossibility of real-time identity verification at scale. (The Decode) HPE Discover 2026: The Agentic Infrastructure Story: Six Five Media spent multiple days at HPE Discover in Las Vegas, live-streaming coverage that drew more than 30,000 viewers across the event. Patrick and Daniel break down HPE's most complete agentic stack story to date, covering its networking-led compute approach, expanded NVIDIA and Broadcom silicon partnerships, autonomous networking through Marvis, and Juniper's integration into the AMD Helios interconnect as a path into hyperscale deals HPE previously lacked access to. (The Decode) Pure Accelerate 2026 and the Everpure Data Primacy Pitch: At Pure Accelerate, Everpure made its clearest case yet for a data intelligence layer designed to reduce token costs in enterprise AI workflows by operating across any storage vendor, any enterprise application, and without being hard-coded into the underlying array. Patrick and Daniel assess the value proposition and the proof burden separately: the concept is differentiated, particularly against Snowflake and Databricks, in that Everpure does not require its own storage hardware, but the company still needs to demonstrate ROI at scale and earn permission to compete in a market where data platform players have already established category positioning. (The Decode) Apple and Intel: The 18AP Signal and What It Sets Up for 14A: The announcement that Apple will manufacture chips with Intel sent Intel's stock up roughly 10%. The hosts parse what that deal likely looks like in practice: 18AP as a test drive for lower-risk logic-layer parts, with the more consequential milestone being a potential M7 SoC on Intel's 18AP process. The underlying driver is the TSMC capacity constraint, with Samsung logic deals picking up across the industry for the same reason. The real inflection point that Patrick notes is 14A: if Intel's backside power delivery process reaches risk production and scales to iPhone volume by 2028, the strategic weight of the Apple relationship will fully materialize. (The Decode) xAI Acquires Cursor for $60 Billion: Elon Musk's xAI acquired Cursor for $60 billion using equity inflated by SpaceX's IPO run-up, a move Patrick characterizes as buying market position in a category where xAI arrived late, having missed the window on thinking models and tool calling. Cursor brought $4 billion in ARR, 7 million monthly active users, and 50% Fortune 500 penetration into the deal. The open question remains whether xAI can convert that installed base into a durable enterprise AI stack or whether it remains primarily a GPU capacity provider selling at well above neo cloud market rates, with the Google-SpaceX deal drawing additional scrutiny as a related-party transaction preceding the IPO. (The Decode) The Flip: Is Enterprise AI Spending Contracting or Concentrating? Patrick takes the position that enterprise AI is entering a rationing phase, pointing to Accenture's bookings decline, Microsoft cutting developer access to cloud code, Uber blowing through cloud licenses, and the emergence of AI cost management as a venture category as converging proof points. Daniel argues the opposing case: dollar volume is growing even as project counts fall, hyperscaler CapEx guidance continues to accelerate across Microsoft, Google, Amazon, and Meta, and what reads as contraction is the market moving from subsidized pilots to production deployments tied to measurable P&L outcomes. Both agree the hard ROI era is arriving, and the real debate is whether that transition reads as discipline or deceleration on the way in. (The Flip) Fed Chair Kevin Warsh's First Meeting: New Fed Chair Kevin Warsh held rates steady in a unanimous decision but delivered remarks that the market viewed as hawkish, sending the S&P lower and two-year yields up 16 basis points before a partial recovery the following day. Patrick and Daniel note the structural signal beneath the reaction: Warsh is establishing the Fed's independence from political pressure while also signaling an intent to move away from survey-based data that arrives three to six months stale, in favor of more real-time economic inputs. Daniel draws a direct line to the kind of forward-looking data infrastructure that firms like Palantir, Databricks, and Snowflake are positioned to provide at the institutional level. (Bulls and Bears) Iran-Israel-U.S. Developments and Oil Below $80: A Memorandum of Understanding between Iran, Israel, and the U.S. briefly sent oil below $80 and signaled a potential opening of the Strait of Hormuz, though by the time of recording, reports were already emerging that the situation may be reversing. Patrick and Daniel keep it brief: the market has largely looked through the geopolitical noise, rallying through the period of conflict, and the oil price signal matters more to the macro environment than the diplomatic specifics. (Bulls and Bears) Accenture Earnings — The Services Layer Faces the Agentic Reckoning: Accenture beat on earnings but missed on revenue. The company reported a bookings decline of 2%, trimmed its 2026 revenue guide by 3-4%, and saw its worst single-day stock reaction in years. Patrick and Daniel use the result as a structural lens rather than a single-quarter data point: agentic AI and enterprise technology vendors are absorbing exactly the work that large professional services firms have historically owned, and the market is beginning to price that displacement ahead of the labor data catching up. Patrick flags this as the canary in the coal mine for the global services industry broadly. (Bulls and Bears) SpaceX IPO Volatility and Valuation Reality: The SpaceX IPO debuted at $135, surged above $210 on its first day of trading, and finished the week around $181. At its peak, the company briefly surpassed the market capitalizations of both Amazon and Microsoft before pulling back. Patrick and Daniel unpack the gap between the premium investors are assigning to Elon Musk and the company's underlying fundamentals. Despite generating roughly $50 billion in annual revenue, SpaceX remains unprofitable, and upcoming lock-up expirations could introduce meaningful volatility, particularly on the downside. Patrick points to long-term comparisons with Amazon and Tesla, while noting that many retail investors are still near break-even. The discussion explores how much of SpaceX's valuation is based on future potential versus current performance—and how much room remains for investor expectations to reset before fundamentals catch up. (Bulls and Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode US Government Forces Anthropic to Disable Claude Fable 5 + Mythos 5 Worldwide — First-Ever Federal Shutdown of a Commercial Frontier AI Model; 90-Minute Compliance; EU + UK Sovereign-AI Talks Accelerate https://www.anthropic.com/news/fable-mythos-access HPE Discover 2026 — Neri Bets the Company on Networking as the AI Control Plane; Juniper Integration Operational; Vultr Standardizes on HPE + NVIDIA https://www.crn.com/news/networking/2026/hpe-ceo-antonio-neri-five-boldest-statements-from-hpe-discover-2026 Everpure - Pure//Accelerate 2026 — First Conference Under New Name; "Data Primacy" Vision; Data Stream Built on NVIDIA AI Data Platform; Data Intelligence GA https://www.prnewswire.com/news-releases/everpure-unveils-data-primacy-architecture-for-the-ai-era-302803097.html Apple's Chip Supply Chain Realigns in One Week — Intel 18A-P Enters Risk Production June 16; White House Confirms Apple-Intel Foundry Deal June 18 (INTC +9% to Record $135); Cook Says iPhone/Mac/iPad Price Hikes "Unavoidable" on RAM Crunch https://www.investing.com/analysis/appleintel-chip-manufacturing-deal-reshapes-foundry-race-200682398 SpaceX Buys Cursor for $60B All-Stock Four Days After IPO — Largest Developer-Tooling Acquisition Ever; Cursor at $4B ARR / 50%+ Fortune 500; Musk's xAI Loses the Code War, Buys the Winner https://www.cnbc.com/technology/ The Flip Are enterprise AI budgets contracting — is the procurement boom ending and the rationing phase beginning? FOR: Yes — Accenture cut its guide and bookings declined today; Uber blew through AI budget in months; Meta killed its leaderboard. https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results AGAINST: No — AI infrastructure capex is accelerating; enterprise demand is supply-constrained, not budget-constrained. https://ca.investing.com/news/stock-market-news/stifel-raises-jabil-stock-price-target-to-460-on-ai-growth-93CH-4698089 Bulls & Bears MACRO — FOMC Chair Kevin Warsh's Inaugural Meeting: Unanimous Hold at 3.5–3.75%, Statement Stripped of Cutting Bias; Dot Plot Flips to a 2026 HIKE at 3.8% Median; Warsh Refuses Own Dot; Worst Fed Day for a New Chair Since 1994 https://www.cnbc.com/2026/06/17/fed-meeting-today-live-updates.html MACRO — Oil Cracks Below $80: Brent $78 (3-Month Low), WTI $75; US-Iran 14-Point MoU Signed at Versailles; Strait of Hormuz Reopening; IEA Projects 5.05 Mbpd Supply Glut in 2027 https://finance.yahoo.com/economy/policy/articles/oil-plunge-below-80-already-174253019.html Accenture (ACN) Q3 FY26 ACTUALS — EPS $3.80 Beats $3.70 (+9% YoY); Revenue $18.72B Slight Miss; Bookings DECLINE −2% to $19.3B; FY26 Guide Trimmed to 3–4% Local; Stock −13.3% Open; $9B Cybersecurity Acquisition Push https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results SpaceX (SPCX) Post-IPO Trading Action — Melt-Up to $225.64 Tuesday Intraday Briefly Surpasses Amazon at $2.85T; Round-Trips to $192 by Wednesday Close on Fed Hawkish Pivot; Morningstar Fair Value $62 (~69% Implied Downside) https://www.cnbc.com/2026/06/15/evercore-isi-says-landmark-spacex-ipo-could-reignite-bull-market-send-sp-500-to-9000.html
While Anthropic and the U.S. Government continued to try and make amends, there was another seismic shift quietly taking place: open source surged. Between Microsoft reportedly testing Open Source models for Copilot and the powerful new GLM-5.2, there was a clear trend this week in AI world. Missed it all? Don't worry, we'll catch you up so you can make the informed decisions for your company. Anthropic Continues Fable Fight, Microsoft Goes Open Source, Midjourney's Big Pivot and More AI News That Matters -- An Everyday AI Chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Anthropic Fable 5 and Mythos 5 Export BanTrump Labels Anthropic a National Security ThreatMicrosoft Copilot CoWork Open Source Model SwitchMicrosoft Considers DeepSeek-V4 for AI Cost ReductionChinese GLM 5-2 Sets Open Source BenchmarkGLM 5-2 Challenges Proprietary AI ModelsMidJourney Hardware Pivot: AI Medical Imaging ScannerCursor Building 1.5T Parameter Model, GitHub CompetitorAI CEO Summit: G7 Pushes US-Led AI CoalitionOpenAI Prepares GPT-5.6 ReleaseAnthropic, OpenAI, Google Face Geopolitical AI ScrutinyAdvancements in Token Efficiency and Cost ControlTimestamps:00:00 Trump's comments on Anthropic06:17 Microsoft exploring lower-cost AI models09:07 Microsoft exploring DeepSeek amid tensions13:45 AI model performance and efficiency trends15:59 AI leaders meet at G7 Summit21:22 Midjourney unveils first hardware product23:26 MidJourney's innovative spa technology28:50 Discussing Cursor's evolution and impact32:24 Talking about AI use cases33:27 Rumors and upcoming AI model releases37:20 OpenAI's major new hiresKeywords: Anthropic, Fable Five, Mythos Five, export controls, national security threat, Dario Amodei, Amazon, supply chain risk, Defense Production Act, Copilot CoWork, Microsoft, usage based pricing, open source AI, DeepSeek V4, Chinese AI model, token costs, Azure, agentic AI, enterprise AI billing, data security, compliance filters, GLM 5-2, Zhipu AI, 753 billion parameter model, MIT open source license, long context window, autonomous coding, Hugging Face, benchmark performance, text only model, multimodal capabilities, token efficiency, AI spend, G7 summit, AI governance, AI coalition, AI standards, cybersecurity risks, bioterrorism, chip trade, Sam Altman, OpenAI, Claude Opus 4.8, Gemini 3.5 Pro, MidJourney, medical imaging, MidJourney scanner, full body ultrasound, Butterfly Network, MRI alternative, spa launch, SpaceX, Cursor, 1.5 trillion parameter model, code hosting, GitHub competitor, code generation, AI super apps, Colossus compute, technical prompts, context window expansion, GPT 5.6, Claude Conway agent, Grok Imagine, Firefly AI, code artifacts, Google Ad Manager AI, Open Knowledge Format, Noam Shazeer, Dean Ball, Andrej Karpathy.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and all episodes: StartHereSeries.com Also, here's a link to the entire series on a Spotify playlist.
Dan Nathan and Guy Adami host a special Risk Reversal episode with guest Danny Moses to discuss the latest Fed meeting under Kevin Warsh, emphasizing peak hawkish messaging, reduced forward guidance (including questioning the dot plot), and the market's feedback loop. They debate surging volatility and extreme AI/semiconductor valuations, highlighting Intel's sharp rally on customer speculation and concerns about narrative-driven pricing, correlation risk, and potential CapEx pullbacks, with Micron's upcoming earnings as a key test. The group also covers gold's pullback, favoring gold miners like AEM, and argues energy could rebound despite recent weakness. They note consumer strain using Kroger's warnings on rising costs and promotional shopping, alongside elevated delinquencies and credit card debt. After the break, Dan speaks with CNBC's Deirdre Bosa about SpaceX's IPO, “vibe investing,” xAI's compute strategy, the Cursor acquisition, AI token-cost pressures, and how export controls may accelerate adoption of Chinese open-source models like DeepSeek. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
У свіжому дайджесті DOU News розбираємо деталі гучного позову американської FTC проти групи компаній Genesis та мега-угоду SpaceX з поглинання ШІ-редактора Cursor за $60 мільярдів. Обговорюємо медичний сканер від Midjourney, нову верифікацію для Android-розробників, падіння частки ChatGPT та жорсткий інсайд про «гулаг» для інженерів у Meta. Навігація 00:00 Інтро 00:21 Позов FTC проти групи компаній Genesis 11:06 SpaceX купує ШІ-середовище розробки Cursor 14:48 DOU Product Day 2026 пройде 9 липня в Києві 15:37 Midjourney запускає власний УЗД-сканер тіла з якістю МРТ 19:23 Google запускає обов'язкову верифікацію Android-розробників 22:05 Оновлення Claude Design 25:03 Anthropic тимчасово скасовує нові ліміти білінгу для павер-юзерів 26:37 Як Meta руйнує власну інженерну культуру 29:27 Частка ChatGPT на ринку чатботів впала нижче 50% 31:05 OpenAI переманили співкерівника команди Google Gemini 32:31 Велика Британія забанить соцмережі для підлітків до 16 років 35:31 Рекомендації Візуалізація стенфордського дослідження стосунків Love Story Заопенсоршена система контролю версій для великих асетів Lore від Epic Games
Why would a company generating less than $20 billion in annual revenue spend $60 billion acquiring an AI coding startup?In this episode of AmplifyME Market Maker, Anthony Cheung and Stephen Barnett take a deep dive into SpaceX's blockbuster acquisition of Cursor and explore the strategy behind one of the most talked-about deals in markets. They break down how Cursor went from startup to a $60 billion acquisition target in just a few years, why investors pushed SpaceX above a $3 trillion valuation following the announcement, and what the deal reveals about AI, venture capital, corporate finance and Elon Musk's long-term vision.The discussion also explores the unique economics of highly valued companies, how acquisitions can accelerate growth, and why the world's biggest technology firms are racing to secure AI talent and infrastructure.Plus, a look at Fox's $22 billion acquisition of Roku and the latest developments in UniCredit's ongoing pursuit of Commerzbank.(00:00) Intro(01:45) SpaceX & Cursor Deal(04:38) SpaceX Valuation Debate(09:08) Deal Structure Explained(15:33) Shareholder Structure(18:18) Who is Cursor(21:16) Cursor Founders(22:44) The MIT Startup Ecosystem(29:42) Fox Buys Roku(36:26) M&A Psychology(40:13) UniCredit vs Commerzbank(42:32) Orcel's Takeover Strategy
JDK 26 optimise la JVM dans ses moindres recoins, le SDK Java d'Agent2Agent passe en 1.0, Micronaut 5 est là. Côté terrain, un retour d'expérience après 40 jours à coder avec 100 % d'IA : génie ou junior, Alzheimer numérique et dette technique invisible. Pendant ce temps, GitLab restructure, Microsoft suspend ses licences Claude Code, et un développeur injecte un prompt destructeur dans sa lib JUnit. La révolution IA a un coût et les boites commencent à s'en rendre compte. Enregistré le 12 juin 2026 Téléchargement de l'épisode LesCastCodeurs-Episode-341.mp3 ou en vidéo sur YouTube. News Langages Les améliorations de performance dans le JDK 26 https://inside.java/2026/06/09/jdk-26-performance-improvements/ Côté bibliothèques, l'API LazyConstant (anciennement StableValue) fait son entrée en prévisualisation pour permettre une initialisation paresseuse, sécurisée pour les threads et optimisée par le mécanisme de constant-folding de la JVM. L'extraction de chaînes de caractères via MemorySegment::getString a été revue pour réduire considérablement les allocations intermédiaires et les copies en mémoire off-heap, accélérant fortement les traitements sur les chemins critiques (hot paths). La méthode générée automatiquement hashCode() pour les classes de type record a été optimisée par la JVM pour atteindre un niveau de performance équivalent à une implémentation écrite manuellement. Le ramasse-miettes G1 bénéficie du JEP 522 qui redessine sa table de cartes (card-table) afin de réduire les coûts de synchronisation des barrières d'écriture, offrant un gain de débit de 5 % à 15 % sur les applications manipulant énormément de références d'objets. Grâce au JEP 516 (Project Leyden), le cache d'objets Ahead-of-Time (AOT) adopte un format de flux agnostique, ce qui lui permet d'être compatible avec n'importe quel Garbage Collector, y compris le ramasse-miettes à très faible latence ZGC. Le démarrage de la JVM s'accélère par défaut lorsqu'aucune taille de tas n'est configurée, car HotSpot n'applique plus de pourcentage initial (InitialRAMPercentage) mais démarre directement avec la taille minimale (MinHeapSize) pour éviter d'allouer des métadonnées inutiles. Les threads virtuels gagnent en robustesse en étant désormais capables de céder la main (yield) pendant les phases d'initialisation des classes, éliminant ainsi le risque de famine des threads porteurs (carrier threads). Le compilateur C2 JIT améliore son modèle de coût pour la vectorisation des boucles (SIMD) et se montre maintenant capable de compiler et d'optimiser des méthodes dotées de listes de paramètres extrêmement longues. Librairies Release candidate du A2A Java SDK supportant versions 0.3 et 1.0 en même temps https://medium.com/google-cloud/a2a-java-sdk-1-0-0-cr1-released-f0c651ec9139 Dernière étape avant la GA : Toutes les fonctionnalités prévues pour la version 1.0 sont finalisées. Migration simplifiée depuis la Beta1. Compatibilité v0.3 : Ajout d'une couche de compatibilité permettant aux agents v1.0 de communiquer avec les systèmes v0.3 (via JSON-RPC, gRPC ou REST). Support natif pour Android (nouvel AndroidHttpClient). Uniformisation des clients HTTP pour garantir une cohérence entre les versions. Nouveau parseur SSE (Server-Sent Events) conforme aux spécifications. Ça y est, le SDK Java de l'Agent 2 Agent Protocol est sorti en version 1.0 finale ! (avec compatibilité v0.3 et v1.0) https://medium.com/google-cloud/a2a-java-sdk-1-0-0-final-released-10c05b6aee34 Lancement officiel : Sortie de A2A Java SDK 1.0.0.Final, la première version stable (GA) du protocole Agent2Agent. Objectif du protocole : Standard ouvert (Linux Foundation) permettant aux agents IA de communiquer, déléguer des tâches et collaborer, indépendamment du langage ou du framework. Interopérabilité : Introduction de l'Integration Test Kit (ITK) pour valider la compatibilité entre les SDK (Java, Python, TypeScript, etc.). Transports supportés : Support complet et équivalent pour JSON-RPC, gRPC et HTTP+JSON/REST. Alignement total avec la spécification A2A 1.0.0. Passage aux Java records pour l'immutabilité et moins de code répétitif. Architecture interne basée sur un MainEventBus pour garantir la persistance et éviter les conditions de concurrence. Intégration d'OpenTelemetry pour le suivi et la surveillance. Support d'Android et compatibilité descendante avec la version 0.3. Installation : Gestion des dépendances via Maven BOM (org.a2aproject.sdk). Sortie de Micronaut 5.0 https://micronaut.io/2026/05/20/micronaut-framework-5-0-0-released/ Lancement majeur : Disponibilité générale de Micronaut 5, incluant une refonte de plus de 70 modules et la plateforme BOM. Baselines techniques : Support de Java 25, Groovy 5, Kotlin 2.3 et GraalVM 25.0.3. Optimisations internes : Amélioration significative des performances au démarrage et réduction de la surcharge à l'exécution via une refonte du conteneur IoC et du traitement à la compilation. Architecture HTTP : Support stable de HTTP/3, nouvelle API de formulaires (multipart) et annotations de nullabilité (JSpecify) pour une meilleure interopérabilité Kotlin/IDE. Configuration : Nouveau système d'importation de configuration (remplaçant le Bootstrap Configuration) et validateur de schéma JSON intégré. Fiabilité : Nouvelles API programmatiques pour les politiques de retry et circuit breaker. Sécurité & Outils : Mise à jour majeure des dépendances (Jackson 3, Ktor 3), rafraîchissement du Panneau de contrôle et diagnostics AOT améliorés. Écosystème : Mises à jour complètes pour les bases de données (Data, SQL, R2DBC, MongoDB, Redis), le cloud (AWS, Azure, GCP, OCI) et les tests (JUnit 6, Testcontainers 2.0). Évolutions notables : Intégration HTMX dans Micronaut Views, retrait du support RxJava 2 et migration de divers processeurs d'annotations vers des modules dédiés. Comment rajouter un agent IA dans une app Android, avec le tout nouveau framework ADK pour Kotlin https://glaforge.dev/posts/2026/05/21/wiring-adk-kotlin-agents-in-an-android-application/ Guillaume a participé au développement et au lancement du nouveau runtime ADK pour Kotlin et Android https://developers.googleblog.com/adk-kotlin-android-building-ai-agents/ Tutoriel sur comment intégrer un agent ADK dans une app Dépendances : Ajout du noyau ADK (google-adk-kotlin-core) et du processeur KSP dans build.gradle.kts. Sécurité API : Utilisation de local.properties pour stocker la clé API Gemini et l'exposer via BuildConfig afin d'éviter le hardcoding. Définition de l'agent : Création d'un objet LlmAgent configuré avec le modèle Gemini, des instructions spécifiques et des outils (ex: GoogleSearchTool). Utilisation de InMemoryRunner pour gérer automatiquement le contexte et l'historique de la session. Implémentation de runAsync avec StreamingMode.SSE pour un retour en temps réel dans l'interface. Threading : Exécution des requêtes réseau sur Dispatchers.IO et mise à jour de l'état de l'interface utilisateur sur Dispatchers.Main. Comment développer et hoster des agents IA sur la plateforme d'agents managés de DeepMind https://glaforge.dev/posts/2026/05/21/managed-agents-with-the-gemini-interactions-java-sdk/ L'équipe DeepMind de Google a lancé une plateforme d'agents managés sur son API Gemini Interactions https://blog.google/innovation-and-ai/technology/developers-tools/managed-agents-gemini-api/ Guillaume a implémenté un SDK Java pour utiliser cette API Gemini Interactions, qui donne entre autre accès à tous les modèles mais aussi à cette plateforme managée d'agents IA Agents managés : Permet d'exécuter des agents autonomes qui raisonnent, planifient et exécutent du code dans des environnements isolés (sandboxes), sans gestion d'infrastructure par le développeur. Environnement distant : Utilise des espaces de travail Linux éphémères dans le cloud via le paramètre remote, permettant l'accès réseau et la persistance des fichiers sur plusieurs appels. Agents prédéfinis : Accès immédiat à des agents spécialisés comme deep-research-pro (recherche multi-étapes) ou antigravity (tâches de codage généralistes). Agents personnalisés : Possibilité de configurer ses propres agents avec des instructions système dédiées, des outils spécifiques (exécution de code, recherche Google) et des règles réseau (egress) personnalisées. Architecture basée sur les étapes (Steps) : Utilise une structure de données typée (Step, Content) pour suivre le raisonnement de l'agent, ses appels de fonctions et ses résultats en temps réel. Outils et Schémas : Inclut des utilitaires pour générer des schémas JSON complexes via une interface fluide (DSL), par réflexion Java ou par parsing JSON. Streaming réactif : Support natif des événements en temps réel (SSE) pour suivre la progression de l'agent et recevoir les deltas de contenu au fur et à mesure de la génération. Flexibilité : Fournit un gestionnaire de routage (InteractionsHandler) pour créer facilement des serveurs proxy ou des backends intermédiaires traitant les interactions Gemini. Spring Boot 4.1 https://github.com/spring-projects/spring-boot/wiki/Spring-Boot-4.1-Release-Notes Support natif pour Spring gRPC permettant de créer et tester facilement des applications clientes et serveurs basées sur Netty ou des Servlets via HTTP/2 Introduction du lazy fetching pour les connexions JDBC via la propriété spring.datasource.connection-fetch=lazy afin de ne prendre une connexion du pool que lorsqu'un Statement est réellement exécuté Amélioration de l'auto-configuration de Jackson permettant de définir globalement les contraintes de lecture/écriture pour les formats JSON, XML et CBOR via des propriétés de configuration Sécurisation des clients HTTP bloquants et réactifs face aux attaques SSRF grâce à l'introduction d'un InetAddressFilter bloquant les requêtes sortantes vers des adresses spécifiques Améliorations majeures autour d'OpenTelemetry avec le support complet des variables d'environnement OTel, la possibilité de désactiver le SDK via une propriété globale et l'ajout du support SSL sur les exporters OTLP Ajout de l'auto-configuration pour l'utilisation de Spring Batch avec MongoDB incluant un nouveau starter dédié spring-boot-batch-data-mongo Auto-configuration des endpoints @RedisListener sans nécessiter la déclaration manuelle d'un RedisMessageListenerContainer Dépréciation du support de Apache Derby (projet arrêté), suppression définitive du mode layertools du JAR et réintroduction du support de Spock 2.4 (avec Groovy 5) Upgrade des dépendances majeures de l'écosystème avec notamment Spring Framework 7.0.8, Spring Security 7.1.0 et Micrometer 1.17.0 Outillage Vous êtes plutôt endive ou chicorée ? La librairie Chicory qui permet d'exécuter du code WASM à partir de son application Java est forkée et rejointe la Bytecode Alliance pour continuer son développement https://bytecodealliance.org/articles/endive-and-the-next-chapter-of-webassembly-on-the-jvm Annonce d'Endive : Nouveau projet hébergé par la Bytecode Alliance ; fork de Chicory (moteur WebAssembly pur Java, sans dépendance native). Objectif principal : Permettre aux développeurs Java d'intégrer, charger et déployer des modules Wasm nativement via les workflows Java habituels. Compilateur "Redline" : Intégration à venir de Redline (basé sur Cranelift) pour compiler le Wasm en code machine natif ; performances comparables à Rust/Wasmtime. Zéro dépendance (Java 25+) : Grâce à l'API standard Foreign Function & Memory (Project Panama), l'exécution à vitesse native se fait sans composants externes. Modèle de Composants (Component Model) : Support futur prévu pour consommer des composants (Rust, Go, JS, etc.) via des interfaces typées et sécurisées directement dans la JVM. Prochaines étapes : Fusion de Redline, conformité stricte aux specs Wasm (dont WasmGC) et amélioration du support WASI. Un visualisateur de sessions de travail avec Antigravity https://glaforge.dev/posts/2026/06/11/antigravity-brain-visualizer/ Un projet open source construit avec Micronaut, LangChain4j et GraalVM pour analyser les sessions de travail avec l'outil de développement agentique Antigravity (de Google) Analyse toutes les étapes, les requêtes utilisateur, les outils utilisés, les erreurs rencontrées, les réponses du modèle Gemini fait une analyse pour comprendre les moments clés de cette session de travail Outil buildé avec l'aide d'Antigravity lui-même SBX-Kits : des environnements de développement simplifiés pour les débutants (et les autres) https://k33g.org/20260501-sbx-kits.html Philippe Charrière (:whale: ) présente SBX-Kits (Sandbox Kits), une initiative personnelle visant à simplifier radicalement la mise en place d'environnements de développement pour les débutants, en éliminant la complexité d'installation des outils traditionnels. Chaque "kit" est une archive prête à l'emploi contenant un outil de développement spécifique (comme un langage, un framework ou une base de données) configuré pour s'exécuter de manière isolée et portable. La philosophie du projet repose sur le principe de "zéro configuration" et "zéro dépendance globale", permettant de tester une technologie ou de commencer à coder immédiatement sans polluer son système d'exploitation. L'approche technique s'appuie sur des scripts légers et des binaires portables pré-packagés, offrant une alternative plus simple et moins gourmande en ressources que les conteneurs Docker ou les configurations d'IDE complexes pour l'apprentissage. L'objectif à terme est de proposer un catalogue de kits couvrant les technologies courantes (JavaScript, Python, petites bases de données) pour faciliter les ateliers de programmation et le prototypage rapide. De nombreux kits sont disponibles sur https://github.com/docker/sbx-kits-contrib ghui: une interface utilisateur en ligne de commande (TUI) interactive pour GitHub https://github.com/kitlangton/ghui ghui est un outil en ligne de commande (TUI) écrit en Rust qui fournit une interface visuelle, interactive et rapide directement dans le terminal pour interagir avec GitHub. Il permet de gérer ses pull requests, ses issues et ses notifications sans avoir à ouvrir son navigateur web ou à taper de longues commandes avec la CLI officielle de GitHub. L'outil propose une navigation fluide au clavier, des raccourcis efficaces, et permet de réaliser des actions courantes comme valider une PR, ajouter des commentaires, attribuer des reviewers ou inspecter les logs des GitHub Actions. Conçu pour être extrêmement réactif, ghui s'intègre naturellement dans le flux de travail des développeurs adeptes du terminal et du mode "sans souris". Sortie de Homebrew 6.0.0 https://brew.sh/2026/06/11/homebrew-6.0.0/ Introduction du mécanisme de sécurité Tap Trust : comme les dépôts tiers (taps) peuvent exécuter du code Ruby arbitraire non sandboxé sur la machine, Homebrew demande désormais une confiance explicite de l'utilisateur avant d'évaluer ou d'exécuter leur code. L'API JSON interne devient le choix par défaut, offrant un système plus léger et beaucoup plus rapide pour les développeurs. Sécurisation renforcée de l'environnement avec l'implémentation du sandboxing sur Linux. Évolution des comportements par défaut basés sur un sondage utilisateur : le mode "ask" est activé par défaut pour les développeurs, affichant un résumé des dépendances et une demande de confirmation avant toute action de brew install ou brew upgrade. Améliorations notables des performances globales, notamment un boost de ~30 % sur la vitesse de la commande brew leaves et la parallélisation de la récupération des bottles (binaires) lors des mises à jour. Ajout du support initial pour la prochaine version d'Apple, macOS 27 (Golden Gate). Multiples optimisations pour brew bundle, incluant une gestion plus sécurisée des installations de paquets npm. Méthodologies Retour d'expérience très détaillé et 100% humain sur 40 jours avec une équipe 100% AI hormis le superviseur https://www.linkedin.com/pulse/jai-vir%C3%A9-mon-%C3%A9quipe-de-dev-pour-une-100-ia-pendant-40-luc-bonnin-jlgjf/ Voici le résumé en bullet points : Expérimentation de 40 jours : remplacer une équipe de dev par 100% IA agentique (Cursor) sur un vrai projet en production (playthatsheet.com, 200k lignes de code legacy) Chiffres bruts : 2,3 milliards de tokens consommés, 1 477 prompts, 260 564 lignes ajoutées (+145%), 59% du code final produit par l'IA ROI vertigineux à court terme : 9 mois de travail humain livrés en 40 jours, coût total 260$ d'abonnement + 15 jours de supervision, ROI x18 Profil psy de l'IA : Alzheimer (oublis de contexte), schizophrène (change de méthodo), ado de 12 ans (refait les mêmes erreurs), oscille entre génie et junior sans prévenir Effet iceberg : la dette technique ne disparaît pas, elle se camoufle et s'accélère ; hallucinations = bombes à retardement détectables uniquement par relecture humaine ligne par ligne Paradoxe du bateau de Thésée : perte de paternité et de maîtrise fine du code, baisse de l'autonomie du dev humain qui valide sans avoir construit Arnaque du "monkey money" : consommation de tokens opaque, non corrélée à la complexité (écart de 350% sur des prompts identiques), facturation imprévisible donc impossible à budgéter Syndrome du bazooka : les devs utilisent l'IA même pour changer une couleur CSS, atrophie progressive des compétences et coût écologique délirant Risque stratégique : dépendance irréversible aux vendeurs de tokens (Nvidia, Anthropic, OpenAI), business non rentable qui devra augmenter ses prix Conseil final : approche Pareto, garder 20% du temps en code "fait main", nommer un responsable stratégie IA, l'humain senior reste irremplaçable pour superviser Une libraries de test JUnit cache un prompt qui demande aux coding agents d'effacer les tests https://arstechnica.com/security/2026/05/fed-up-with-vibe-coders-dev-sneaks-data-nuking-prompt-injection-into-their-code/ Agacé par les « vibe coders », un développeur introduit une injection de prompt destructrice dans son code Le développeur de jqwik (un moteur de tests pour JUnit 5) a volontairement inséré une injection de prompt dans la version 1.10.0 de sa bibliothèque Java pour saboter le travail des agents d'IA. L'instruction injectée via la sortie standard (stdout) ordonne textuellement aux LLM d'ignorer les consignes précédentes et de supprimer l'intégralité du code et des tests jqwik du projet. Pour dissimuler cette action aux yeux des développeurs humains, le mainteneur a utilisé des séquences d'échappement ANSI qui effacent la ligne d'injection dans les émulateurs de terminaux interactifs. La modification a été découverte par un utilisateur qui a pointé du doigt les risques majeurs et disproportionnés pour les machines des utilisateurs, bien que certains outils comme Claude d'Anthropic aient détecté et bloqué la consigne malveillante. Face aux critiques de la communauté et aux accusations de comportement infantile ou potentiellement illégal, le développeur a mis à jour ses notes de version pour documenter explicitement son opposition à l'usage de son outil par des IA, avant de refuser tout commentaire supplémentaire sur conseil de son avocat. La réalité du rôle de Principal Engineer https://leaddev.com/career-development/reality-being-principal-engineer Le passage au rôle de Principal Engineer marque une transition majeure où les compétences techniques ne suffisent plus, l'impact se mesurant désormais à travers l'influence, la stratégie et la capacité à aligner la technique avec les objectifs business. Contrairement aux attentes, le quotidien est souvent marqué par une forme d'isolement, car le poste se situe à l'intersection de la direction (qui attend des solutions) et des équipes techniques (qui attendent des directives), sans appartenance directe à un groupe précis. Le rôle exige d'accepter une grande part d'ambiguïté et l'absence de retours immédiats, les projets et les décisions stratégiques mettant parfois des mois ou des années à porter leurs fruits. La gestion du temps devient un défi critique, nécessitant de savoir naviguer entre les sollicitations constantes, la présence en réunion et le besoin de préserver des moments de réflexion approfondie pour concevoir des visions à long terme. La réussite à ce niveau repose sur le développement de compétences humaines pointues (soft skills), notamment la négociation, la communication vulgarisée auprès des profils non techniques, et la capacité à faire grandir les autres ingénieurs par le mentorat. Sécurité Une attaque de la chaîne d'approvisionnement npm utilise binding.gyp pour compromettre des dizaines de paquets https://cybersecuritynews.com/binding-gyp-supply-chain-attack-compromises-dozens-of-npm-packages/ Une nouvelle variante du ver auto-propageable "Shai-Hulud", baptisée "Miasma", cible l'écosystème npm (et PyPI sous le nom de "Hades") en dissimulant son exécution dans le fichier binding.gyp au lieu des scripts classiques preinstall ou postinstall. La technique, surnommée "Phantom Gyp", exploite le fait que npm lance automatiquement node-gyp rebuild dès qu'un fichier binding.gyp est présent à la racine d'un paquet pour compiler des modules natifs C/C++, exécutant ainsi le code malveillant dès la commande npm install. L'attaque contourne la plupart des outils de sécurité traditionnels car l'injection s'appuie sur l'évaluation récursive de commandes (via la syntaxe ) ou directement sur la fonction eval() de Python sous-jacente à GYP, cachée sous n'importe quelle clé du fichier. Le script malveillant télécharge un runtime alternatif (Bun) pour échapper aux détections comportementales de Node.js, puis moissonne les identifiants et secrets des développeurs et des environnements CI/CD (npm, GitHub, AWS, GCP, Azure, Kubernetes, HashiCorp Vault). Plus de 57 paquets npm (dont le SDK serveur de Vapi ou des outils liés à l'IA) et des dizaines de paquets PyPI ont été infectés via des comptes de mainteneurs compromis, le ver republiant automatiquement de nouvelles versions vérolées en utilisant les jetons volés. Loi, société et organisation Restructuration chez Gitlab https://about.gitlab.com/blog/gitlab-act-2/ GitLab entame une restructuration majeure pour s'adapter à l'ère de l'intelligence artificielle agentique, incluant une réduction d'effectifs planifiée de manière transparente et ouverte. L'entreprise prévoit de réduire de 30 % le nombre de pays où elle maintient de petites équipes, d'aplatir sa hiérarchie en supprimant jusqu'à trois niveaux de gestion, et de réorganiser la R&D en une soixantaine d'équipes plus petites et autonomes. Les processus internes vont être revus en intégrant des agents d'IA pour automatiser les revues, les approbations et les passages de relais afin d'accélérer le rythme de travail. La stratégie repose sur la conviction que le logiciel sera bientôt écrit par des machines et dirigé par des humains, ce qui va multiplier la demande de logiciels et transformer le rôle des ingénieurs vers la résolution de problèmes complexes. Sur le plan technique, GitLab reconstruit son infrastructure sous-jacente (notamment Git) pour supporter la charge massive générée par les agents d'IA, tout en misant sur l'orchestration du cycle de vie, la centralisation du contexte des données et une gouvernance intégrée. Le modèle économique évolue vers un système hybride combinant les abonnements classiques et une tarification à la consommation pour le travail effectué par les agents d'IA. Un LLM local sur un mac pourrait coûter plus cher en électricité qu'un modèle hébergé sur OpenRouter dans le cloud https://www.williamangel.net/blog/2026/05/17/offline-llm-energy-use.html Conclusion : L'inférence locale sur Mac M5 Max est 3x plus chère et 2x plus lente que le cloud (OpenRouter). Électricité : Négligeable (~0,02 $/heure pour 50-100W). Matériel (Le vrai coût) : Achat du Mac à 4 299 $; l'amortissement sur 3 à 5 ans plombe la rentabilité horaire. Coût au million de tokens (Gemma 4 31b) : Mac M5 Max : 0,40 à4, 79 (pour 10-40 tokens/s). OpenRouter : 0,38 à0, 50 (pour 60-70 tokens/s). Verdict pro : Le temps humain perdu à cause de la lenteur locale coûte infiniment plus cher que les tokens cloud. Privilégier les API (Anthropic, OpenRouter). Ai didn't kill your junior pipeline https://andrewmurphy.io/blog/ai-didnt-kill-your-junior-pipeline-you-did L'IA n'a pas tué le recrutement des juniors, les entreprises l'ont fait elles-mêmes, par effet de mode. Sans juniors, pas de futurs seniors : on retire l'échelle qui nous a tous fait monter. Tout le monde pêche dans le même bassin de seniors sans le réapprovisionner, pénurie garantie dans 3-5 ans. Une équipe 100% senior + IA est fragile : un départ et tout le savoir tacite s'évapore. Les juniors posent les "pourquoi ?" qui révèlent les bugs et processus absurdes ; l'IA, elle, exécute sans questionner. Les seniors s'atrophient aussi en déléguant leur réflexion à l'IA, pince à double effet sur les compétences. Dépendre des outils IA, c'est sous-traiter sa stratégie talents à des fournisseurs dont les prix vont tripler. Solution : redéfinir le rôle junior (revue de code IA + mentorat), pas le supprimer. Les rapports internes de Microsoft révèlent la crise des coûts de l'IA : les agents coûtent plus cher que les employés humains https://fortune.com/2026/05/22/microsoft-ai-cost-problem-tokens-agents/ Des données et rapports internes chez Microsoft et d'autres géants de la tech ébranlent la promesse de rentabilité de l'IA, révélant que le déploiement d'agents autonomes à l'échelle de l'entreprise revient souvent plus cher que de payer des humains pour le même travail. Le modèle de tarification à l'usage (basé sur les tokens) se heurte à la nature même des architectures agentiques : contrairement à un simple chatbot, un agent boucle, enchaîne les appels d'outils, crée des sous-agents et auto-évalue son code, ce qui multiplie la consommation de tokens par un facteur de 5 à 30, voire jusqu'à 1 000 fois pour des tâches de programmation complexes. L'impact financier sur les budgets de calcul cloud est immédiat ; par exemple, Uber a entièrement épuisé l'intégralité de son budget annuel 2026 dédié au codage par IA en l'espace de seulement quatre mois. Face à cette explosion des coûts, des retours en arrière drastiques sont observés : Microsoft a ainsi commencé à suspendre une grande partie de ses licences internes Claude Code pour rediriger d'urgence ses milliers de développeurs vers sa propre solution moins onéreuse, GitHub Copilot CLI. Les directeurs techniques (CTO) et acheteurs de solutions logicielles qui ont signé des contrats pluriannuels basés sur des projections de réduction de masse salariale se retrouvent pris au piège, les gains réels de productivité ne parvenant pas à compenser les factures d'infrastructure exorbitantes. Conférences La liste des conférences provenant de Developers Conferences Agenda/List par Aurélie Vache et contributeurs : 11-12 juin 2026 : DevQuest Niort - Niort (France) 11-12 juin 2026 : DevLille 2026 - Lille (France) 12 juin 2026 : Tech F'Est 2026 - Nancy (France) 15 juin 2026 : Jupyter Workshops: Demystifying MyST Markdown in Education - Orsay (France) 16 juin 2026 : Mobilis In Mobile 2026 - Nantes (France) 17-19 juin 2026 : Devoxx Poland - Krakow (Poland) 17-20 juin 2026 : VivaTech - Paris (France) 18 juin 2026 : Tech'Work - Lyon (France) 22-26 juin 2026 : Galaxy Community Conference - Clermont-Ferrand (France) 23-24 juin 2026 : MWCP 2026 - Paris (France) 24-25 juin 2026 : Agi'Lille 2026 - Lille (France) 24-26 juin 2026 : BreizhCamp 2026 - Rennes (France) 26-27 juin 2026 : LeHACK - Paris (France) 27 juin 2026 : Asynconf - Paris (France) 2 juillet 2026 : Azur Tech Summer 2026 - Valbonne (France) 2 juillet 2026 : MCP Connect Travel Edition - Paris (France) 2-3 juillet 2026 : Sunny Tech - Montpellier (France) 3 juillet 2026 : Agile Lyon 2026 - Lyon (France) 6-8 juillet 2026 : Riviera Dev - Sophia Antipolis (France) 28-30 août 2026 : State of the Map - Champs-sur-Marne (France) 4 septembre 2026 : JUG Summer Camp 2026 - La Rochelle (France) 10-11 septembre 2026 : Nantes Craft - Nantes (France) 17 septembre 2026 : dotAI - Paris (France) 17-18 septembre 2026 : API Platform Conference 2026 - Lille (France) 18 septembre 2026 : WordCamp Bretagne - Rennes (France) 18 septembre 2026 : dotJS - Paris (France) 18 septembre 2026 : WordCamp Bretagne - Rennes (France) 22 septembre 2026 : Salon Data 2026 - Nantes (France) 22-23 septembre 2026 : Agile en Seine & IA 2026 - Paris (France) 24 septembre 2026 : OWASP AppSec Days France 2026 - Paris (France) 24 septembre 2026 : PlatformCon Paris - Paris (France) 24 septembre 2026 : React Native Connection 2026 - Paris (France) 24-26 septembre 2026 : Paris Web 2026 - Paris (France) 25 septembre 2026 : SAP Inside Track Paris 2026 - Paris (France) 28-29 septembre 2026 : 4th Tech Summit on AI & Robotics - Paris (France) & Online 1 octobre 2026 : WAX 2026 - Marseille (France) 1-2 octobre 2026 : Volcamp - Clermont-Ferrand (France) 2 octobre 2026 : DevFest Perros-Guirec 2026 - Perros-Guirec (France) 5-9 octobre 2026 : Devoxx Belgium - Antwerp (Belgium) 8-9 octobre 2026 : Forum PHP 2026 - Marne-la-Vallée (France) 12 octobre 2026 : Dev With AI - Paris (France) 22-23 octobre 2026 : Agile Tour Bordeaux 2026 - Bordeaux (France) 26 octobre 2026 : Agile Tour Montpellier - Montpellier (France) 27-29 octobre 2026 : Directions EMEA 2026 - Paris (France) 29-30 octobre 2026 : BDX I/O 2026 - Bordeaux (France) 29-30 octobre 2026 : Agile Tour Nantais 2026 - Nantes (France) 29 octobre 2026-1 novembre 2026 : Pycon FR - Biarritz (France) 30 octobre 2026 : Cloud Nord 2026 - Lille (France) 4-5 novembre 2026 : Devoxx Morocco - Casablanca (Morocco) 14-15 novembre 2026 : Capitole du Libre - Toulouse (France) 19 novembre 2026 : DevFest Toulouse 2026 - Toulouse (France) 19 novembre 2026 : Agile Laval 2026 - Laval (France) 19 novembre 2026 : OVHcloud Summit - Paris (France) 19 novembre 2026 : Codeurs en Seine - Rouen (France) 27 novembre 2026 : DevFest Paris 2026 - Paris (France) 1-3 décembre 2026 : Apidays Paris - Paris (France) 2-3 décembre 2026 : Cloud Native AI Summit Europe - Paris (France) 4 décembre 2026 : DevFest Lyon 2026 - Lyon (France) 4 décembre 2026 : DevFest Dijon 2026 - Dijon (France) 9-10 décembre 2026 : OpenSource Expérience - Paris (France) 9-10 décembre 2026 : DevOps REX - Paris (France) 10 décembre 2026 : KCD Provence - Aix-en-Provence (France) 7-9 avril 2027 : Devoxx France 2027 - Paris (France) 3 juin 2027 : Cloud Native Days France 2027 - Paris (France) Nous contacter Pour réagir à cet épisode, venez discuter sur le groupe Google https://groups.google.com/group/lescastcodeurs Contactez-nous via X/twitter https://twitter.com/lescastcodeurs ou Bluesky https://bsky.app/profile/lescastcodeurs.com Faire un crowdcast ou une crowdquestion Soutenez Les Cast Codeurs sur Patreon https://www.patreon.com/LesCastCodeurs Tous les épisodes et toutes les infos sur https://lescastcodeurs.com/
Anthropic's new Fable model gets pulled days after launch when the US government restricts foreign access, a fully open-source Chinese model claims Claude Opus-level benchmarks for a fraction of the price, and MDN ships an MCP server to keep AI agents current on the web platform. Plus npm 12's supply-chain crackdown and SpaceX's eye-popping $60B Cursor buy.Timestamps0:00 - Intro1:27 - Anthropic released Fable and the US government shut it down13:51 - GLM-5.220:16 - MDN MCP Server25:42 - npm 12's breaking changes31:38 - SpaceX bought Cursor for $60B39:13 - What's Making Us HappyNewsPaige: MDN MCP ServerJack: GLM-5.2TJ: Anthropic released Fable and the US shut it down days laterLightning NewsSpaceX bought Cursor for $60Bnpm 12 breaking changesWhat's Making Us HappyPaige: Newest season of Clarkson's Farm and World Cup international fansJack: Portland PicklesTJ: Claude CoworkThanks as always to our sponsor, the Blue Collar Coder channel on YouTube. Join us in our Discord, explore our website and reach us via email, or talk to us on X, Bluesky, or YouTube.Front-End Fire websiteBlue Collar Coder on YouTubeBlue Collar Coder on DiscordReach out via emailTweet at us on X @front_end_fireFollow us on Bluesky @front-end-fire.comSubscribe to our YouTube channel @Front-EndFirePodcast
AI pricing is changing fast. OpenAI, Anthropic, and Microsoft's GitHub are all moving away from flat-rate subscriptions toward usage-based billing, and the shift is going to hit anyone whose business runs heavily on AI tools. Anthropic has already shifted some business customers to actual-usage billing. GitHub launched a new usage-based system that kicks in after monthly allotments run out. OpenAI executives have publicly floated pricing AI more like electricity or water, where heavier users pay more for slide decks, longer agent runs, code debugging, and email drafting.This episode breaks down the AI pricing shock hitting OpenAI, Anthropic, and Microsoft, what it means for businesses already building on these tools, and which alternatives are starting to look attractive. The driver is straightforward. AI labs are burning cash on chips, data centers, and talent at a rate that flat-rate subscriptions can't support. OpenAI reported a $14 billion projected loss for 2026. Anthropic just filed for IPO at a $965 billion valuation. Microsoft is spending tens of billions on AI infrastructure. The math on a $20-a-month subscription that produces unlimited GPT-5 output doesn't work anymore.The corporate response is already visible. Walmart capped staff use of its in-house AI agent. Uber is limiting monthly employee spending to $1,500 per AI coding tool. Companies that rolled out generative AI broadly in 2024 and 2025 are now reading the meters, because the same prompt that cost $0.02 in 2024 can cost $2 today on a reasoning model.The lower-cost alternatives are gaining real attention. Alibaba's Qwen and DeepSeek both run at a fraction of OpenAI and Anthropic pricing, and both have closed the quality gap enough that routing simpler tasks to a cheaper model is a defensible engineering decision. The question for every business spending on AI is which tasks need a frontier model and which can run on a model that costs 90% less for the same output.What this means for AI strategy in 2026. Flat-rate pricing was a customer acquisition tactic that worked when the labs were trying to win mindshare. Usage-based pricing reflects what AI actually costs to deliver, and it's the model the industry will settle on. For developers, freelancers, and small businesses using ChatGPT, Claude, GitHub Copilot, and Cursor every day, the bill is about to look different. For agencies and consultants billing clients for AI work, the margin model needs a rebuild.We cover the OpenAI, Anthropic, and GitHub pricing changes in detail, how Walmart and Uber are responding, why Qwen and DeepSeek matter more this quarter than they did last quarter, and what the shift to electricity-style AI pricing means for the cost of doing business in the AI economy.Keywords: AI pricing, OpenAI pricing, Anthropic billing, GitHub Copilot pricing, usage-based AI, token pricing, AI subscription, ChatGPT pricing, Claude pricing, Qwen, DeepSeek, Walmart AI, Uber AI, GPT-5 cost, AI ROI, AI infrastructure cost.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
This week, the Fable fallout became a broader realignment across AI, pushing more attention toward open models, model routing, local control, and the risks of building around any single frontier system. GLM 5.2, OpenRouter's Fusion, SpaceX's Cursor acquisition, and Europe's AI sovereignty scramble all point to the same shift: the model ecosystem is getting more fragmented, more strategic, and more contested.Register for our new enterprise-grade AI training programs: http://training.besuper.ai/Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at kpmg.com/us/SophisticatedSection - Section turns AI investment into workforce transformation and ROI - https://www.sectionai.com/Outsystems - Stop wondering how AI will change your business and start building the agents that will lead it - http://outsystems.com/Scrunch - The AI customer experience platform - https://scrunch.com/Zenflow Work - Agents for knowledge work - https://zenflow.free/Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/MissionCloud - Eliminate AWS complexity with end-to-end cloud and AI services https://www.missioncloud.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Our Newsletter is BACK: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? sponsors@aidailybrief.ai
Can a company reach 1 billion users before figuring out how to make money—and still dominate the future of AI?This week's AI news cycle delivered a fascinating mix of milestones, competitive shakeups, enterprise AI breakthroughs, security concerns, and agentic innovation. OpenAI crossed the historic 1-billion-user mark, Microsoft opened Copilot CoWork to the masses, SpaceX made a massive move with its $60 billion Cursor acquisition, and new open-source challengers emerged to challenge the industry's biggest players. For business leaders, the message is becoming increasingly clear: AI capabilities are no longer the bottleneck. Adoption, governance, employee enablement, and operational execution are now the real competitive advantages. Organizations that successfully train their teams and embed AI into daily workflows are already seeing dramatic productivity gains and measurable business outcomes. In this session, you'll discover: Why OpenAI's 1-billion-user milestone may be more complicated than the headlines suggest How ChatGPT's market share slipped below 50% while Gemini and Claude continue gaining ground OpenAI's new $150 million partner network and what it means for enterprise AI adoption Why Microsoft Copilot CoWork could become a game changer for organizations already invested in Microsoft 365 The strategic implications of SpaceX acquiring Cursor for $60 billion How new open-source coding models are challenging leading closed-source AI systems Why AI governance and international cooperation became a major focus at the G7 Summit The growing scrutiny facing OpenAI ahead of its anticipated IPO New developments in agentic AI platforms from Databricks and Vercel How leading companies are using AI agents to transform productivity and operations What business leaders need to know about AI's growing impact on jobs, hiring, and workforce planning Why employees who openly use AI may still face workplace stigma despite widespread adoptionAbout Leveraging AIThe Ultimate AI Course for Business People: https://multiplai.ai/ai-course/YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/eventsIf you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!
SpaceX stock dropped sharply this week, shedding roughly $620 billion in market value over two sessions as the post-IPO rally finally broke. SPCX fell 8.3% combined on June 17 and June 18, closing at $178.50, down from its June 16 peak of $225.64. That's a 20% drop in two days, the first sustained decline since SpaceX went public on June 12 at $135 per share in the largest IPO in history.This episode breaks down why SpaceX stock is dropping, what triggered the SPCX selloff, and what comes next for the most hyped IPO of 2026. The fall hit despite Moody's, Fitch, and S&P all assigning SpaceX investment-grade credit ratings on the same Thursday the stock dropped nearly 4%. The paradox is the story.Four triggers drove the SpaceX stock drop. First, the $60 billion all-stock acquisition of Cursor, announced June 16, signaled immediate dilution to anyone who bought SPCX on the open market. Second, a planned $20 billion bond offering raised an obvious question after SpaceX had just pulled in $75 billion from the IPO and committed $60 billion to Cursor: how much capital does this company actually need? Third, SPCX options started trading on June 17, giving short sellers a practical way to bet against the stock for the first time. Nearly 1 million call contracts traded on day one, putting SPCX among the busiest options names on Wall Street. Fourth, the fundamentals caught up. SpaceX posted a $4.28 billion net loss in Q1 2026, wider than the $528 million loss in the year-ago quarter, with xAI alone accounting for $2.5 billion of the operating charge.The float math is part of the volatility story. Only 4-5% of SpaceX shares are in the public float. Roughly 95% are locked up at IPO. Selling windows open in late July 2026, the standard lockup lapses in December 2026, and Musk's stake unlocks in June 2027. With limited liquidity, small flows move the SPCX stock price hard in both directions. The Gary Black "meme stock" critique landed because retail investors bought roughly the same amount of SPCX in three sessions as they bought Nvidia, Google, Amazon, Microsoft, Meta, QQQ, and SPY combined, according to Vanda Research.The broader picture matters for SPCX shareholders. SpaceX still trades at a $2.4 trillion market cap, the sixth-largest US company by value. The stock ended its first week as a public company 37% above its IPO price. But the xAI subsidiary that justifies a chunk of the trillion-dollar valuation is bleeding cash: $6.36 billion in 2025 operating losses on $12.7 billion in capex, and every one of xAI's 11 original co-founders had departed before the IPO. Musk himself said publicly in March 2026 that xAI "was not built right first time around."We also cover the other space-sector moves this week. Planet Labs (PL) dropped sharply after an earnings report showed margin pressure and near-term losses despite a record backlog, raising questions about whether satellite-data businesses can scale profitably. Intuitive Machines (LUNR) expanded its NASA partnership and shifted toward recurring lunar infrastructure revenue, a model that could de-risk a sector full of one-shot government contracts.We cover what the SpaceX stock drop means for retail SPCX holders, why the Cursor acquisition and bond offering hit confidence on the same week, what the lockup calendar through 2027 means for sustained selling pressure, and whether the post-IPO selloff is a healthy reset or the start of a bigger correction.Keywords: SpaceX stock drop, SPCX stock, SpaceX IPO, Elon Musk, $225 to $178, SPCX selloff, Cursor acquisition, SpaceX bond offering, xAI losses, Planet Labs PL stock, Intuitive Machines LUNR, AI bubble, Magnificent Seven, meme stock, SpaceX lockup, retail investors.
Kara and Scott unpack the backlash to Trump's Iran deal, and the symbolism of the algae bloom in the Lincoln Memorial's Reflecting Pool. Plus, SpaceX passes Amazon in its first week as a public company, acquires Cursor, and kicks off an AI IPO frenzy. Then, Snap's pricey new smart glasses. Watch this episode on the Pivot YouTube channel.Follow us on Instagram and Threads at @pivotpodcastofficial.Follow us on Bluesky at @pivotpod.bsky.socialFollow us on TikTok at @pivotpodcast.Send us your questions by calling us at 855-51-PIVOT, or email pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Meta responded to plummeting morale this week with a pledge to do better with company snacks. Plus, the new AI augmented reality smart glasses everyone's talking about, and not in a good way. But first, SpaceX is acquiring the AI coding startup Cursor a week after it's IPO took off like a rocket.The company hit a $2.5 trillion valuation at one point, but has dropped since then. Marketplace's Meghan McCarty Carino spoke with Paresh Dace, senior writer at Wired, to learn more.
Meta responded to plummeting morale this week with a pledge to do better with company snacks. Plus, the new AI augmented reality smart glasses everyone's talking about, and not in a good way. But first, SpaceX is acquiring the AI coding startup Cursor a week after it's IPO took off like a rocket.The company hit a $2.5 trillion valuation at one point, but has dropped since then. Marketplace's Meghan McCarty Carino spoke with Paresh Dace, senior writer at Wired, to learn more.
This week, we discuss the Fable ban, SpaceX's $60B Cursor buy, and why Lovable wins when AI picks your stack. Plus, Europeans are at the World Cup and already drank Boston dry. Watch the YouTube Live Recording of Episode 577 Runner-up Titles Waited out the storm Maybe we should build some castles or something Years of lawsuits ahead of us The ultimate dream AI SEO I hope you're paid by the hour Always be monitoring to me Rundown Anthropic How Amazon and the White House ended Anthropic's Fable Statement on the US government directive to suspend access to Fable 5 and Mythos 5 Dario Amodei — Policy on the AI Exponential Cursor Live Updates: Elon Musk Becomes World's First Trillionaire as SpaceX Starts Trading SpaceX to acquire Cursor for $60B in stock, days after blockbuster IPO Vibe Coding Lovable says it has hit $500M in annualized revenue, with 1 million new projects a week Vibe-coding phenomenon lifts AI startup Supabase to $10.5 billion valuation Database startup Supabase raises $500 million $10.5 billion valuation curl summer of bliss Relevant to your Interests Grep this: Microsoft grafts (most) Linux commands onto Windows apple/container The Virtual OS Museum YouTube has eclipsed Netflix in viewership via (@lucas_shaw) OpenAI to acquire Ona Keycap Quarry – Artisan Keycaps for Mechanical Keyboards Mark Zuckerberg Orders His Employees to Start Having Fun Again Why is Meta destroying its engineering organization? VCs behaving badly Databricks Agrees to Acquire Panther Sponsors Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers Nonsense The AI coding agent that runs on stolen Chipotle compute Minesweeper 3D No Guess – Free 3D Browser Game | Logic Solver Fly around the world (Experimental) | Google Earth | Google for Developers Commodore's newest gadget is a flip phone that blocks social media and browsers Conferences WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Germany. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Digital ID Matt: Murderbot Diaries: Platform Decay Coté: WordPress.com. Tetilla cheese from the Camino de Santiago.
Brought to you by TogetherLetters & Edgewise!In this episode: AI FRONTIER & POLICYWhen AI builds itselfStatement on the US directive to suspend Fable 5 and Mythos 5US warned Anthropic that Fable 5 was jailbroken, firm 'refused' to fix itAmazon CEO's talks with US officials triggered the crackdownA startup claims it broke through a bottleneck that's holding back LLMs BIG TECH DEALS & IPOSAnthropic IPO 2026: confidential S-1 filedSpaceX to acquire Cursor for $60 billionSpaceX stock jumps 20% in first full day of tradingDEVICES & CONSUMER TECHWWDC 2026: Siri AI, iOS 27, Apple IntelligenceApple partnering with Google and Nvidia for advanced AI modelApple's weird anti-nausea dots cured my car sicknessSnap unveils $2,195 Specs AR glassesSCIENCE & HEALTH TECHWorld-first: therapy to make cells young again trialled in a personMidjourney goes from cat images to full-body ultrasound scansMidjourney is working on a full-body ultrasonic scannerWEIRD AND WACKYMcDonald's brings back the fried apple pie for America's 250thHenkel adhesive helps complete the Sagrada Familia's towersTech Rec:Sanjay - Charityvest Adam - Refyn bolt action penFind us here:sanjayparekh.com & adamjwalker.comTech Talk Y'all is a proud production of Edgewise.Media.
Sam and Jessica go two-on-two this week to unpack the SpaceX IPO and whether a $2.5 trillion valuation is actually justified, exploring why “it's valuable because it's valuable” may be a legitimate investment thesis and why Cursor's $60 billion acquisition looks cheap in that context. They also break down Anthropic's clash with the U.S. government over Fable 5, with Sam arguing the crackdown could be the best marketing in AI history, before debating the risks of tying software access to nationality. The episode closes with Meta's AI morale problem, OpenAI burning nearly $4 billion in Q1 on $5.7 billion in revenue, the case for a multi-model future where no single frontier model wins, and why Sam believes token economics may be one of the most overlooked opportunities in economics. In lieu of Pop Culture Corner, Jessica brings a Reed Hastings book recommendation, while Sam once again demonstrates that having conviction and acting on it are apparently two different skill sets. After eight months of pitching DigitalOcean, he still doesn't own the stock.Chapters:00:00 - Teaser01:47 - SpaceX IPO Analysis09:17 - Narrative Assets and Retail Investing12:09 - The Future of AI Models and Infrastructure16:00 - Corporate Narratives, Employee Motivation, and Meta's AI Challenges22:58 - OpenAI's Market Strategy and Impact25:19 - Open Source Models and Market Share27:01 - Economics of Tokens and Innovation33:01 - Anthropic's PR Strategy and Fable Model Release35:24 - Government Stakes in AI Companies39:04 - Reed Hasting's Book RecommendationWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/ZVD3jS6LexcConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
This week on The Tech Rundown Podcast, I’m breaking down SpaceX’s planned $60 billion acquisition of Cursor, Apple’s warning about […]
The AI hype train keeps shedding wheels this week. KPMG managed to publish a report about the transformative power of AI that was apparently riddled with hallucinations, fake citations, and imaginary products, proving once again that asking a stochastic parrot to do your homework is not a substitute for actual research. Meanwhile, Americans are using AI faster than ever while trusting it less than ever, OpenAI somehow turned $13 billion in revenue into losses that would make a dot-com CFO blush, and Silicon Valley CEOs have quietly stopped promising to replace all workers with AI. Not because they've changed their minds, mind you, just because they discovered that telling employees they're obsolete is terrible for morale and stock prices. Add in protests dogging Google CEO Sundar Pichai, Meta employees revolting against soul-crushing AI evaluation work, and the message is clear: the future is here, and everyone involved seems miserable.We then return to one of the founding principles of Grumpy Old Geeks: never build your house on somebody else's land. Anthropic learned that lesson the hard way when its AI models reportedly got caught in a geopolitical and regulatory tug-of-war involving Amazon, the U.S. government, and national security concerns. World leaders are now openly questioning whether American AI platforms can be trusted if access can be revoked overnight. The same platform-risk story pops up again as Meta launches AI-powered search across Facebook's oceans of questionable user-generated content. Remember kids: when you pitch your tent in someone else's backyard, don't act shocked when they turn on the sprinklers.From the Injustice Files, the hits keep coming. The Atlantic revealed the staggering scale of copyrighted music used to train AI systems, Hollywood inches closer to becoming a monopoly-themed amusement park, and the DOJ is backing xAI in a pollution lawsuit while reports emerge that Grok-assisted systems played a role in military operations. Elon keeps collecting legal losses, SpaceX buys Cursor for an eye-watering $60 billion, and Trump is threatening French wine over tech taxes while simultaneously promoting crypto through a UFC event at the White House. We wrap with Britain banning social media for kids under 16, hackers stealing entire Roblox games, Fox buying Roku, the return of human narrators at Blinkist, a gloriously anti-social-media flip phone from Commodore, and a reminder that Star Trek: Strange New Worlds is still one of the few things keeping the future worth looking forward to.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Shopify - Sign up for your one-dollar-per-month trial today at Shopify.com/grumpyPrivate Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/751Watch on YouTube at https://youtu.be/iRrbNdVw-pMSHOW NOTESA report on the benefits of AI was reportedly full of AI hallucinationsJust 16% of Americans Believe AI Will Positively Impact Society, Pew Poll FindsExclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 BillionThe CEOs are No Longer (Publicly) Threatening to Replace Humans With AISundar Pichai faces boos, walkout at Stanford graduation ceremony over Google's Israel, ICE ties‘Tell Him He's a Piece of Shit': Meta's New AI Unit Is a Total MessAnthropic becomes a cautionary sovereign-AI fableAnthropic Says It's Taking Claude Fable 5 Offline to Comply With US Government OrderCyber experts warn Fable limits aid attackers and hurt defendersAmazon Triggered Claude Fable 5 Shutdown: Investor, Cloud Host, Now RegulatorWorld leaders want American AI. They just don't want America to be able to turn it off.Meta's new ‘AI Mode' on Facebook pulls from public info across its platformsInvestigation by The Atlantic reveals many millions of songs used for AI music trainingJustice Department Decision to Allow Paramount Deal Surprised Staff InvestigatorsJustice Department backs xAI in NAACP lawsuit over data center pollutionPentagon used Elon Musk's Grok AI to fire 2,000 missiles at Iran, official saysxAI's lawsuit accusing OpenAI of stealing trade secrets has been thrown outSpaceX to acquire Cursor for $60B in stock, days after blockbuster IPOTrump threatens 100 percent tariff on France's wine industry over its tech taxUFC to pay White House fighters in crypto issued by Trump companyUK will ban social media for children under 16Hackers Are Hijacking Entire Roblox Games NowFox is buying Roku for $22 billionApple TV renews comedy horror Widow's Bay for a second seasonDownton Abbey: A New EraDownton Abbey: The Grand FinaleDisclosure DayShrek 5 | Official Teaser TrailerRIDICULOUS - 2026 Special - Trailer #1 - Louis C.K.Star Trek: Strange New Worlds | Season 4 Official TrailerCommodore made a social media-banishing flip phoneSnap's Stock Plunges the Moment It Reveals Its Comically Gigantic AR GlassesSo Good They Can't Ignore You by Cal NewportCreator Capitalist by the Category PiratesTrackalotBlinkist pulls back on AI narratorsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The crew breaks down the SpaceX IPO's crypto-like low float dynamics and Hyperliquid's price prediction, debates accredited investor laws and failed tokenized stock allocations, dives into Fable 5's export control shutdown after Amazon flagged a jailbreak to the Treasury Secretary, and argues whether open source AI models will eat frontier pricing. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. Robert is back after a brief hiatus recording his own podcast, The Pop, for Superstate — and the crew wastes no time roasting him for it before diving into the biggest week of news in recent memory. First up: the SpaceX IPO, the largest in history, and why it looks eerily like a crypto token launch — 4.2% float, retail getting cut out, and Hyperliquid perps predicting the first-day pop almost to the dollar. The crew debates TradeXYZ's winner-take-all dominance of HIP3 and why building on top of Hyperliquid might be a terrible startup environment. Then they unpack Elon's financial engineering genius — the Cursor acquisition as all-stock crypto playbook, XAI's pivot from failed AI lab to compute reseller, and why Grok is (unanimously) an embarrassing piece of shit. The conversation shifts to accredited investor laws, SPV dentists, and why every crypto platform failed to deliver SpaceX IPO allocations. From there, Coinbase's massive system update — tokenized stocks, an SEC-registered AI chatbot, combos, and 15-minute markets. Then things get spicy: Robert asks Claude about SBF on air, Sonnet gets it hilariously wrong, and everyone roasts him for not using Opus. The back half is all about Fable 5 — Amazon's jailbreak discovery, Andy Jassy calling Dario (who didn't pick up), and the export controls that shut down the most powerful commercial AI model ever released. Robert drops his most surprising take: "I am EAC, but this is a dry run of pressing the pause button." The episode closes with a heated debate on whether Chinese open source models will eat frontier AI pricing and a bet that may or may not have been agreed upon. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights
This Week In Startups is made possible by:Deel - deel.com/twistLinkedIn - linkedIn.com/twistNorthwest Registered Agent - northwestregisteredagent.com/twistPlaud - https://Plaud.ai/twistToday's show:Anthropic stabbed Cursor in the back. Then SpaceX swooped in with $60 billion. Today, TWiST connects the dots on the biggest deal in AI since the Microsoft-OpenAI partnership, and why it's a warning sign for every startup building on top of a frontier model. Jason is joined by Bling Capital's Ben Ling, Banana Capital's Turner Novak, and co-host Alex to go deep on the future of coding models, the current golden age of venture liquidity, OpenAI's financials, and the ‘Four Ds' of venture investing. The show closes with a tribute to Josh Baer, the founder of Capital Factory.Guest Links:Ben Ling https://x.com/bling0?lang=enBling Capital https://www.blingcap.com/Turner Novak https://x.com/TurnerNovakBanana Capital https://www.bananacapital.vc/Show Links:Hanover Park https://www.hanoverpark.com/SpaceX buys Cursor https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.htmlCursor Composer 2.5 https://cursor.com/blog/composer-2-5OpenAI financials source https://www.wheresyoured.at/exclusive-openai-financials/AMD's new deskside data center https://www.amd.com/en/products/processors/desktops/ryzen/ryzen-ai-halo.htmlPerplexity Model Council https://www.perplexity.ai/hub/blog/introducing-model-councilTimestamps:0:00 Guest introductions1:15 Guest introductions2:43 SpaceX acquires Cursor for $60B6:13 The golden era of M&A9:13 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist12:04 Cursor's negative gross margins & the compute problem13:22 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!15:04 Rolling your own model: When does it make sense?19:35 LinkedIn: Thanks to our partners at LinkedIn! Post your job for free at https://linkedIn.com/twist then promote it to get access to LinkedIn Jobs' new AI assistant.22:53 The "headless product" thesis28:31 Deel: Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more.34:22 OpenAI financials leaked: $13B revenue, $38.5B net loss40:13 Where does AI value accumulate?45:34 Portfolio Spotlight: Hanover Park48:37 Seed stage graduation rates have fallen from 50% to 25%54:59 The four Ds of venture: Deal flow, Decisions, Doubling down, Distributions1:06:36 How to find 'undiscovered gems'1:30:59 Snap Specs AR glasses: $2,195, and a bit chunky1:39:29 Tribute to Joshua Baer, Capital Factory's founderSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com
The skills problem isn't going anywhere — it's just wearing new clothes. In this episode, I unpack how the lessons we learned decades ago (limiting work in progress, the theory of constraints, test-driven development) are coming roaring back as the fundamentals that will carry you through the agentic shift. The bottleneck has moved, and knowing where it went changes how you should work. A lot of what we're learning about building with agentic tooling isn't new at all — it's a re-emphasis on lessons software engineers learned twenty years ago, just arriving in a new form. In today's episode, I walk through why the fundamentals are becoming more important than ever, why so many of us feel scattered despite having the most powerful tooling we've ever had, and where the real bottleneck in software delivery has quietly moved. My goal isn't to convince you that your job is now babysitting AI — it's to show you which parts of the work are still squarely yours, and how older principles can make you faster and more confident right now. Limiting Work in Progress Is Back: Just because you can spin up fifty agents doesn't mean you should split your focus across fifty things. Orchestrated fan-outs are powerful, but a human juggling agents across hiring, on-call, and a project all at once still pays the same old context-switching tax — and the quality drops while the speed never improves. Work Deeper, Not Wider: Instead of spreading yourself shallowly across more tickets, run multiple sessions on the same domain. Write a competing or adversarial version that critiques your assumptions, develop better documentation, or capture what you're learning as a reusable skill. Depth beats breadth. The Scattered-Engineer Epidemic: Engineers are burning out faster, not slower. We have the capacity to push more through the pipeline, so we're getting handed (or choosing) more than we can carry. Reducing parallelism often holds your delivery speed steady while dropping your cycle time and raising quality. The Theory of Constraints, Revisited: Treat your software development lifecycle as a pipeline with a bottleneck — and if you can't find one, you've optimized one part too far. Writing code used to be the choke point, so we spent enormous energy de-risking work before it ever reached an engineer. The Bottleneck Has Moved: When production gets cheap, it's no longer worth heavily de-risking upstream — which is why engineers are picking up more experimental, proof-of-concept, discovery work, and product folks are prototyping with these tools too. The new constraint isn't writing the code; it's verifying the agent didn't ship something broken. Verification Scales With Your Effort: The more an agent produces, the bigger the pile of PRs, MRs, and outputs waiting on human review. That backlog is the new bottleneck — and skepticism is creeping in because we're not even sure our tests are sufficient to verify what the agent built. Why TDD Fits This Moment: The honest question isn't "Can I trust the agent?" — it's "What verification loop do I need to build so I can trust it more?" Clear requirements feed a clear testing loop: write the failing test, let the agent write the code to turn it green, and you bridge the gap between requirements gathered and requirements met. It's not as simple as "go write a test," but it's a strong fit for where we are right now. Episode Homework: Go dig into the fundamentals — limiting WIP, the theory of constraints, test-driven development. Find the old lesson that still applies to your workflow today, bring it to your team's flow, and email me about what you discover.
The sudden US government shutdown of Anthropic's Fable model has tech insiders reeling and rival global labs surging ahead. This episode breaks down the unexpected political power play rattling the future of AI innovation. The Fable 5 Export Controls Harm US Cyber Defense Anthropic CEO says government should block dangerous AI The Real Reason Anthropic's Models Are Offline: A Six-Year-Old Trump Grudge (21) Pete Hegseth on X: "Three months ago, @DeptofWar kicked @AnthropicAI out of our building—forever. Every passing day proves why that was the right move.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
As the fallout from the Fable shutdown continues, the AI world is racing to figure out what comes next: Chinese open models, Cursor's Composer, OpenRouter Fusion, and new routing strategies that promise frontier-level performance at lower cost. NLW looks at why the loss of Fable may accelerate the shift toward token efficiency, model diversity, and smarter enterprise AI architecture. In the headlines: G7 leaders debate frontier model access, Noam Shazeer leaves Google for OpenAI, and ChatGPT sunsets Pulse.Sneak preview: http://training.besuper.ai/Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at kpmg.com/us/SophisticatedSection - Section turns AI investment into workforce transformation and ROI - https://www.sectionai.com/Outsystems - Stop wondering how AI will change your business and start building the agents that will lead it - http://outsystems.com/Scrunch - The AI customer experience platform - https://scrunch.com/Zenflow Work - Agents for knowledge work - https://zenflow.free/Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/MissionCloud - Eliminate AWS complexity with end-to-end cloud and AI services https://www.missioncloud.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Our Newsletter is BACK: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? sponsors@aidailybrief.ai
SpaceX will be acquiring AI coding startup Cursor for $60 billion. AI venture capitalist Michael Fertik was that company's first investor, and he explains why a software vibe coding company is a good match for Elon Musk's AI ambitions. Victor Riparbelli, CEO of AI video platform Synthesia, was at the AI working lunch at the G7 in France, in the room with Sam Altman, Dario Amodei, Demis Hassabis, Marc Benioff, and world leaders including President Trump. Riparbelli discusses the group's effort to collaborate on AI guardrails, while maintaining the pace of innovation. The U.S. and Iran have signed the Memorandum of Understanding to end the war in Iran, but CNBC's Eamon Javers indicates that there are more negotiations still to come. Plus, CNBC's Steve Liesman reports on Kevin Warsh's first meeting as Federal Reserve Chairman. Steve Liesman 4:06 Eamon Javers 11:28 Victor Riparbelli 18:26 Michael Fertik 28:13 In this episode: Joe Kernen, @JoeSquawk Steve Liesman, @steveliesman Eamon Javers, @eamonjavers Kelly Evans, @KellyCNBC Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The sudden US government shutdown of Anthropic's Fable model has tech insiders reeling and rival global labs surging ahead. This episode breaks down the unexpected political power play rattling the future of AI innovation. The Fable 5 Export Controls Harm US Cyber Defense Anthropic CEO says government should block dangerous AI The Real Reason Anthropic's Models Are Offline: A Six-Year-Old Trump Grudge (21) Pete Hegseth on X: "Three months ago, @DeptofWar kicked @AnthropicAI out of our building—forever. Every passing day proves why that was the right move.
https://rhr.tv/stream Private Broadcast May Reveal Sender IP Address in Bitcoin Core 31.0 https://bitcoincore.org/en/2026/06/06/privatebroadcast-ip-leak/ Bitcoin Toggle Now Live on Square Register https://x.com/cashapp/status/2067374663160983885 Illinois Set to Begin Taxing Bitcoin https://finance.yahoo.com/markets/crypto/articles/illinois-set-begin-taxing-bitcoin-172237413.html Fed Ends Forward Guidance Era – Tea Leaves Back on the Menu https://x.com/fejau_inc/status/2067352890507972709 Robinhood to Cut 10% of Full-Time Workforce https://www.reuters.com/sustainability/robinhood-cut-10-its-full-time-workforce-2026-06-16/ China Developing AI-Powered Tools to Predict Dissent Leaked documents revealed that Chinese technology company, Geedge Networks, is developing AI-powered tools aimed at predicting who might one day criticize the CCP. Working with MESA Lab, a regime-backed research lab, Geedge is reportedly building behavioral profiles of individuals based on their social media, location data, telecommunications, and online activity. AI models could then sift through profiles and spotlight those who might be a political risk. There is no evidence the technology is finalized or deployed, but if deployed, China's surveillance system could become a tool to chill dissent before it ever begins. FinancialFreedomReport.org Alby Hub v1.23.0 Release https://github.com/getAlby/hub/releases/tag/v1.23.0 Cove 1.3.0 Beta: Passkey Cloud Backup + Multi-Account Support https://x.com/covewallet/status/2066994714574778786 OpenAuspex Project Homepage https://www.openauspex.dev/ Bark Wallet Now Available on Umbrel https://blog.second.tech/bark-wallet-now-on-umbrel/ Enclavia: Six Hard Problems, One Solution https://enclavia.io/blog/six-hard-problems-one-solution/ Anthropic Expands Access to Fable and Mythos https://www.anthropic.com/news/fable-mythos-access Trump Administration Backs Musk's xAI in NAACP Data Center Lawsuit https://www.reuters.com/legal/government/trump-administration-backs-musks-xai-naacp-data-center-lawsuit-2026-06-16/ SpaceX to Buy Anysphere for $60 Billion https://www.reuters.com/legal/transactional/spacex-buy-anysphere-60-billion-2026-06-16/ Secret Elite Group Member List Leaked https://archive.ph/iM5ei Midjourney Medical Blogpost https://www.midjourney.com/medical/blogpost AI Subscription Subsidy Analysis https://x.com/semianalysis_/status/2064815044085318040 Elon Shares Anti-Drone Rifle Footage https://x.com/elonmusk/status/2066356709635866898 3:33 - Opening riff 5:33 - Dashboard 8:48 - Core 31.0 bug 11:33 - Illinois bitcoin tax 18:53 - Square pay with bitcoin 24:33 - Fed tea leaves 30:53 - Robinhood cuts employees 33:53 - HRF Story of the Week 36:53 - Shoutouts 39:43 - Software updates 52:08 - Fable and Mythos 1:03:13 - Trump backs Musk 1:08:38 - SpaceX buys Cursor 1:15:03 - CLARITY Act 1:18:03 - Secret society 1:23:28 - Midjourney medical 1:28:13 - AI subsidy analysis 1:31:43 - Drone shooting Shoutout to our sponsors: Coinkite https://coinkite.com/ Strike https://strike.me/ Stakwork https://stakwork.ai/ Salt of the Earth https://drinksote.com/rhr Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/marty Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/ Follow Odell: Nostr https://primal.net/odell Newsletter https://discreetlog.com/ Podcast https://citadeldispatch.com/
The sudden US government shutdown of Anthropic's Fable model has tech insiders reeling and rival global labs surging ahead. This episode breaks down the unexpected political power play rattling the future of AI innovation. The Fable 5 Export Controls Harm US Cyber Defense Anthropic CEO says government should block dangerous AI The Real Reason Anthropic's Models Are Offline: A Six-Year-Old Trump Grudge (21) Pete Hegseth on X: "Three months ago, @DeptofWar kicked @AnthropicAI out of our building—forever. Every passing day proves why that was the right move.
SPECS AR glasses announced, more discoveries from WWDC26, Google's new Gemini speaker, Fox buying Roku, UK is banning social media for teens and kids, plus how Americans really feel about AI.Member Promo Code: IWANTCHAPTERS (Click above and the $2.50 promo will be auto applied!)Top Five Tech | Stephen's PodcastCreative Effort | Jason's PodcastWatch on YouTube!Show Notes via EmailEmail Us: podcast@primarytech.fm@stephenrobles on Threads@jasonaten on ThreadsSponsors:Claude AI - Ready to tackle bigger problems? Sign up for Claude todayat: claude.ai/primaryShopify - Sign up for your one-dollar-per-month trial and start selling today at: shopify.com/primaryNordLayer - Get up to 22% off NordLayer yearly plans plus 10% on top with the coupon code: PRIMARTYTECHNOLOGY10 at: nordlayer.com/primarytechnologyLinks from the showAllbirds Is Now Smartbird.Claude Fable 5 and Claude Mythos 5 AnthropicSPECS AR GlassesThe Google Home Speaker, with GeminiWWDC26: Design immersive environments for visionOS apps and the spatial web | Apple - YouTubeWWDC26: Rev up your CarPlay app | Apple - YouTubeSafari didn't have to go this hard in macOS 27 - YouTubeFox agrees to buy Roku. Here's what investors are missingSpaceX IPO closes up 19% and delivers the world's first trillionaire | TechCrunchSpaceX to acquire the AI coding startup Cursor for $60 billionSchlage's UWB-enabled smart lock launches this month | The VergeMatter 1.6 Announced With NFC Setup, Cross-Ecosystem Device Sharing, and Smarter Thermostats - MacRumorsBritain will ban under-16s from social media apps, including TikTok and YouTube : NPRHow Australia's social media ban has affected families six months on | Social media bans | The GuardianOnly 16 percent of Americans think AI will have a positive impact on society, a new study shows | TechCrunch (00:00) - Intro (02:12) - Smartbird (06:31) - Claude Fable (09:14) - Snap Specs (12:48) - Gemini Speaker (19:51) - Immersive Behind-the-Scenes (22:52) - iOS 27 CarPlay (28:28) - Fox Buying Roku (31:03) - SpaceX IPO (34:52) - Smart Home News (36:26) - Sponsor: Anthropic (39:09) - Sponsor: Shopify (40:40) - Sponsor: NordLayer (41:52) - UK Social Media Ban (58:22) - Did Siri AI Just Win? ★ Support this podcast ★
Brian and Zoë discuss the inside meltdown that has recently been unfolding at Meta and what it says about the company's relentless ambitions in the AI race. They also dive into the leaked messages and names of an invite-only group co-founded by billionaire tech founder Peter Thiel, and how Sam Bankman-Fried is now actively seeking a pardon from the Trump administration. Plus, they share their impressions on SpaceX acquiring Cursor and the latest on the negotiations between Anthropic and the government. Articles mentioned in this episode: Meta CTO Andrew Bosworth Admits the Company's AI Reorg Was ‘Atrocious' | WIRED ‘Tell Him He's a Piece of Shit': Meta's New AI Unit Is a Total Mess | WIRED Leak Exposes Members of Peter Thiel's Secretive ‘Dialog' Society | WIRED Anthropic Is Still at Odds With the White House Over Claude Fable 5 | WIRED Join WIRED's best and brightest on Uncanny Valley as they dissect the collision of tech, politics, finance, and business, from the newest ventures to the effects of inaccurate information from artificial intelligence (AI) chatbots on social protests. Learn about your ad choices: dovetail.prx.org/ad-choices
【預約收納幸福的到府整理服務】 FB私訊 :https://www.facebook.com/kadatsuke 官方line (@jmgo) : https://line.me/ti/p/@jmgo 預約時說是 M 大介紹的，成功預約還會贈50隻成人衣架！ 整理服務包含: 空間區域規劃、層架與收納品建議、物品整理與歸位、捐贈安排、清運處理，全程專業整理師協助，完全不用自己操心！ 物品減量 & 當場送給有需要的人 這次整理出大量不再使用的物品，但整理師不是 一丟了事，而是 讓有用的物品發揮最大價值，該送人的送人、該回收的回收、該處理的處理，真正做到物盡其用！ --- EP312. SPCX 併購 Cursor、Fable 5 還在牢裡、AI 產業的新利空 | M觀點 --- (00:40) EP312 預告 (02:11) 業配時間：預約收納幸福的到府整理服務 (07:47) 第一個話題：SPCX 併購 Cursor (32:18) 第二個話題：Fable 5 還在牢裡 (43:43) 第三個話題：AI 產業的新利空 --- M觀點資訊 --- 科技巨頭解碼: https://bit.ly/2XupBZa M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn
Tony: -Carbonation Station: Weird Yerba (Grapefruit and Acai) Sprite + Tea (Lando) -The Roku demise comes to a head: https://www.engadget.com/2195464/its-time-to-dump-roku/ -Are you convinced that the stock market is made up yet? https://www.cnbc.com/2026/06/16/spacex-stock-rally-market-cap.html Jarron: -Renewables FTW: Wind and Solar Generated More Power Than Gas Globally in April -SpaceX will buy Cursor. Sigh. https://science.slashdot.org/story/26/06/16/174209/spacex-to-acquire-ai-coding-startup-cursor-for-60-billion?utm_source=rss0.9mainlinkanon&utm_medium=feed -Wind energy is back on the menu boys! https://arstechnica.com/science/2026/06/trump-admin-abandons-fight-against-wind-energy-as-clean-energy-output-surges/ Owen: -Distract them with aliens! Release the next UAP files! https://www.axios.com/2026/06/12/ufo-white-house-records https://entertainment.slashdot.org/story/26/06/12/2249251/mystery-orb-videos-other-ufo-records-released-by-white-house Lando: -AI is becoming too powerful, at least according to the government. (Timely) https://gizmodo.com/anthropics-models-hyped-as-scarily-powerful-apparently-scared-the-government-too-much-and-now-theyre-disabled-2000770341
The sudden US government shutdown of Anthropic's Fable model has tech insiders reeling and rival global labs surging ahead. This episode breaks down the unexpected political power play rattling the future of AI innovation. The Fable 5 Export Controls Harm US Cyber Defense Anthropic CEO says government should block dangerous AI The Real Reason Anthropic's Models Are Offline: A Six-Year-Old Trump Grudge (21) Pete Hegseth on X: "Three months ago, @DeptofWar kicked @AnthropicAI out of our building—forever. Every passing day proves why that was the right move.
In this episode, we unpack the Federal Reserve's decision to hold interest rates steady, SpaceX's IPO and the dramatic post-listing run, and the company's completed acquisition of AI coding startup Cursor. We also dig into the unprecedented government directive that forced Anthropic to pull its most powerful AI models offline, and what that episode may signal about the growing tension between frontier AI development and national security policy, and Moody's move to bring its credit ratings on-chain to the Solana network. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Will crashing oil lead to lower inflation? And what to expect from Kevin Warsh's first Fed meeting. Plus, SpaceX's (SPCX) move to buy Cursor… AI capex is unlike anything we've ever seen… And introducing Curzio Alpha. In this episode: Congrats to the New York Knicks! [0:25] Introducing the only newsletter you'll ever need: Curzio Alpha [8:55] SpaceX's move to buy Cursor is brilliant [19:46] Will crashing oil prices lead to lower inflation? [28:29] Get your popcorn ready for Kevin Warsh's first Fed meeting [30:14] AI capex is unlike anything we've ever seen [47:58] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
This week, we unpack a massive news cycle, starting with the geopolitical and economic implications of the newly announced Iran conflict agreement and its immediate impact on oil prices. We also preview the highly anticipated first FOMC meeting under Kevin Warsh, analyzing recent inflation data and consumer spending trends to predict whether a July rate cut is still on the table.We dive deep into the markets, examining the latest S&P 500 volatility and why the AI sector still has room to run without being in a bubble. Finally, we break down SpaceX's massive $60 billion acquisition of Cursor, explore the hidden bear trap within the ongoing SpaceX IPO retail pump, and analyze the very real risks of Michael Saylor facing a margin call on his leveraged Bitcoin strategy.KEY TOPICS DISCUSSEDGeopolitical market impacts from the US-Iran MOU and falling oil pricesFed Chair Kevin Warsh's first FOMC meeting and rate cut expectationsMay PPI and CPI inflation data versus slowing summer consumer spendingS&P 500 technical analysis and the potential for a gap fill correctionSpaceX's $60 billion all-stock acquisition of AI company CursorFTX's missed $3 billion return on early Cursor investmentsPost-IPO retail liquidity traps and the upcoming SpaceX share lockup expirationMSTR convertible debt risks and Michael Saylor's Bitcoin margin call scenarioThe stale real estate market and million-dollar starter homes in 242 citiesFannie Mae backing a $4.2 million real estate transaction using Bitcoin collateralKEY TAKEAWAYSDo not fall for the retail IPO trap. With 95% of SpaceX shares locked up, the current price pump is retail-driven, creating a potential bear trap when insider lockups expire next June.AI is not a bubble; it is a fundamental tech shift. Massive capital movements, like SpaceX acquiring Cursor for $60 billion, prove that intelligent money is still betting heavily on AI integration and efficiency.Over-leveraged Bitcoin strategies carry catastrophic risks. If MicroStrategy cannot meet its dividend or debt obligations, the resulting sell-off could trigger a massive margin call and crash the broader crypto market.Real estate requires extreme patience in this environment. With starter homes hitting $1 million in record cities and interest rates staying elevated, the smartest strategy is to prioritize cash flow and conservative underwriting over volume.Pay attention to geopolitical relief for economic upside. If the Iran conflict resolution holds, falling energy prices will significantly cool inflation data, giving the Fed the exact cover they need to initiate rate cuts.PULL QUOTES"Only 5% of SpaceX stock is floating right now. When the 95% lockup expires next June, retail investors will get caught in a massive bear trap.""AI is not a bubble. It is simply the new stage of the world, and companies are deploying massive capital into where the leverage will be next.""It is better to do no deal than a bad deal. Real estate is in a stale decade, and you have to be wildly conservative with your capital."CONNECT & TAKE ACTIONGet your investment portfolio reviewed by Ryan's team: Text "X-ray" to 844-447-1555Discover the Imagos Income Fund for consistent passive returns: Text "income" to 844-447-1555Subscribe to the Wealth Intelligence Brief newsletter: Text "WIB" to 844-447-1555
The AI Breakdown: Daily Artificial Intelligence News and Discussions
The AI race is entering a new phase as SpaceX turns its IPO momentum into AI leverage, Cursor becomes part of Elon Musk's broader strategy, and OpenAI's leaked financials tell a more complicated story than the skeptics suggest. In the headlines: the latest in the Anthropic-Washington fight over Fable 5, Mythos, and what's really behind the government's cybersecurity concerns.Check out the new https://aidailybrief.ai/Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at kpmg.com/us/SophisticatedBolt - Claim a free month of Bolt Pro - https://bolt.new/partner/aidb/Section - Section turns AI investment into workforce transformation and ROI - https://www.sectionai.com/Outsystems - Stop wondering how AI will change your business and start building the agents that will lead it - http://outsystems.com/Scrunch - The AI customer experience platform - https://scrunch.com/Zenflow Work - Agents for knowledge work - https://zenflow.free/Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Our Newsletter is BACK: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? sponsors@aidailybrief.ai
SpaceX went public, raised more money than any IPO in history, and then traded like there were barely any shares to buy. Today we sort out the hype, the float, the Cursor deal, and what this actually says about the future of space and AI.
P.M. Edition for June 16. SpaceX said today that it would acquire the parent company of the AI coding tool Cursor for $60 billion. WSJ reporter Becky Peterson explains how the deal is intended to help SpaceX catch up with its AI rivals. Plus, the agreement to end the war will allow Iran to immediately begin selling oil. We hear from Journal national security reporter Alex Ward about the strategy behind this–and how it's going over with President Trump's supporters. And WSJ Heard on the Street writer Asa Fitch discusses how Qualcomm has been diversifying its business to cash in on the AI boom. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest today is Kareem Amin, co-founder and CEO of Clay. Clay has become one of the fastest-growing software companies of the last few years, valued at over four billion dollars. It helps companies find their best customers and reach them at scale. But this conversation is about a lot more than Clay. Kareem is one of the most original thinkers I know. We talk about the statues he keeps at the center of how he runs Clay — truth, justice, and courage — and what those words demand of him in practice. We talk about risk, ambition, and what he learned about both on a ten-day silent meditation retreat. I've had a lot of conversations with Kareem over the years. This is one I'll remember. Please enjoy this unique conversation with Kareem Amin. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest. ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgelineapps.com. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Kareem Amin (00:03:07) Clay's Origin (00:10:50) Truth, Courage and Justice (00:16:09) Adulation (00:18:28) Risk, Courage & Self-Respect (00:21:14) Jony Ive & Steve Jobs (00:21:42) Role of Introspection (00:23:08) Lack to Wholeness (00:27:27) The Day Five Insight (00:29:57) Running a Startup Unusually (00:34:41) Learning from Magicians (00:36:27) Music's Role in Your Life (00:39:38) Making People Feel Something New (00:41:20) Vision in Company Building (00:44:29) Wealth & What It's Taught You (00:47:40) All Problems Are Communication Problems (00:52:14) Death Doula & Scaling (00:55:06) The Kindest Thing
Plus: DeepSeek's valuation tops $50 billion after its first fundraising round. And Elon Musk's xAI loses legal challenge against OpenAI. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
SpaceX is acquiring Cursor for $60B days after its blockbuster IPO, as its stock soared 20% on day one. Anthropic's standoff with the Trump administration churned on without resolution, OpenAI's 2025 spending hit $34B, and OpenRouter's Fusion claims to beat frontier models. SEC filing: SpaceX agrees to acquire Anysphere in a merger valuing the Cursor-developer at $60B, expected to close in Q3 2026 (Reuters) SpaceX has agreed to acquire AI coding startup Cursor in a $60B stock deal, less than two months after announcing a tie-up, to help its AI division catch up to the major labs (TechCrunch) SpaceX's stock closed up 19.6% on June 15, its first full day of trading; Musk said it "might be able to reach" ~$1T in revenue in 2030, up from $18.7B in 2025 (CNBC) Anthropic says its senior leaders met Trump admin officials on June 15, but no resolution was reached and both sides are working to resolve things quickly (The Information) A senior White House official says easing Friday's action on Anthropic will likely take more than a few days, but leaves the door open to a quick resolution (Politico) Ben Thompson argues Anthropic has near-perfect alignment between talent, mission, and business — a "safety superpower" he says he both respects and fears (Stratechery) Sources: audited financial figures show OpenAI spending hit $34B in 2025, including $19B on research and development and nearly $6B on sales and marketing (FT) OpenRouter debuts Fusion, a tool that prompts multiple AI models in parallel, claiming it can "reach and surpass Fable-level performance on deep research tasks" (OpenRouter) How OpenRouter Fusion works and how it beats frontier models — a "panel of models" approach that scored 69% on Perplexity's DRACO deep research benchmark (Digit) ResumeWriting.com On Product Hunt Learn more about your ad choices. Visit megaphone.fm/adchoices
Ready for the AI buzzword for the rest of 2026? Superapps. No, not China's WeChat. The AI Superapp era is much different, and it's about to hit the business world hard. So, if you aren't sure what an AI Superapp is or if your company should be using one, this is an episode you can't miss. AI SuperApps: Why Every Company is Racing to Create One and What They are — An Everyday AI Chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:AI Super App Race: OpenAI, Anthropic, MicrosoftWhat Is an AI Super App? ExplainedAgentic Shift: Chatbots to Autonomous CoworkersSuper App Harness vs. AI Model as MoatThree-Pane Super App Interface InnovationCodex vs. Cursor vs. Claude BenchmarksEnterprise Desktop Integration and Super App StrategySuper App Security, Risks, and Best PracticesTimestamps:00:00 Super app race and ChatGPT integration06:04 Emergence of desktop super apps08:41 Codex as the leading super app11:22 Shift to AI desktop super apps14:13 The AI super app's proactive updates17:26 Token efficiency in super apps21:29 Future of AI model usability27:03 Anthropic's role in AI development30:19 Google's Gemini 3.5 and Anti-Gravity Launch33:13 Risks and responsibilities with AI apps34:31 Cautionary advice on AI usage38:03 Introduction to AI super appsKeywords: AI super app, AI superapps, super app era, desktop super app, agentic AI, autonomous coworker, agentic context carry, agentic work future, AI execution layer, super app harness, model moat, code interpreter, Codex, OpenAI super app, Microsoft super app, GitHub Copilot, Anthropic, Claude Code, Claude Cowork, Google anti gravity, Gemini 3.5 Flash, Cursor, desktop agentic coworker, unified memory, files automations, approvals and automations, browser control, computer use, three pane interface, context engineering, prime prompt polish, token efficiency, user experience, read-write access, autonomous workflows, desktop AI companion, schedule automations, approval workflows, cross-app integration, enterprise adoption, permission controls, role based access, sandboxing, expert-driven loop, AI safety, risk management, computer automation, enterprise AI strategy, AI model integration, productivity automationSend Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and all episodes: StartHereSeries.com Also, here's a link to the entire series on a Spotify playlist.
Plus: Yum Brands is selling its Pizza Hut business after stalled growth in the pizza industry. And Robinhood will lay off 10% of its staff. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
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