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In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Moritz Seyffarth über Chips im Bärenmarkt, Boeings neue Hoffnung und was in dieser Woche sonst noch wichtig wird. Außerdem geht es um Apple, Nvidia, Meta, Alphabet, Netflix, Uber, Delivery Hero, Intuitive Surgical, Microsoft, Amazon, Alibaba, Baidu, Cisco, Micron Technology, AMD, Broadcom, TSMC, Qualcomm, Intel, Arm, Leverage Shares 2x Micron Technology ETP Securities (WKN: A3GUFU), Leverage Shares -3x Short Semiconductors (WKN: A4A5UP) und Leverage Shares -3x Short SpaceX (WKN: A4AVLN). Das ist der Link zum Artikel von Daniel: https://www.welt.de/wirtschaft/plus6a59e8adc72232627649939a/etps-auf-einzelaktien-die-479-prozent-wette-auf-den-ki-boom.html Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
This week Jason Howell and Ron Richards sit down with Chris Patrick, Qualcomm's SVP and GM of Handsets and a 30-year company veteran, for a deep dive into the state of mobile. Patrick opens up about RAMageddon, how surging memory prices are squeezing phone costs at every level, and what Qualcomm is doing to innovate through it with techniques like model compression.Note: Time codes subject to change depending on dynamic ad insertion by the distributor0:00 Intro1:36 Introducing Chris Patrick from Qualcomm3:42 Interview Begins5:13 What Phone Does Qualcomm's Boss Carry?6:55 What Would've Been Impossible 30 Years Ago9:36 AI Becoming the New Phone UI13:00 On-Device AI: Perception, Reasoning, Action17:05 Engineering Chips for Foldables19:57 Inside the Qualcomm-Samsung Partnership23:18 Galaxy Unpacked Preview24:10 Are Wearables Replacing Smartphones?27:51 RAMageddon: Why Phone Prices Are Surging32:39 What Happens to Budget Android Phones36:19 Competing With Your Own Customers39:11 Snapdragon Summit 202641:02 Wrapping Up With Chris Hosted on Acast. See acast.com/privacy for more information.
Send us Fan MailOn this episode of Embedded Insiders, Ken sits down with Marcello Majonchi, Chief Product Officer at Arduino, to discuss the Qualcomm acquisition, whether Arduino will continue to develop on non-Qualcomm platforms and products, and the company's future plans.Next, Yednesh Parnaik, Head of Strategic Sales & Growth for Automotive, EV & Industrial Automation at ENNOVI, joins the podcast to discuss electrification and AI.For more information, visit embeddedcomputing.com
CNBC reported that Apple is in talks with a startup that specializes in compressing AI models to run on iPhones. The move aligns with Apple's strategy to execute more AI locally, reducing reliance on cloud infrastructure and lowering latency. On-device AI relies on techniques such as quantization, pruning, and distillation to fit models within CPU, GPU, and Neural Engine limits. The shift could reduce cloud inference costs that depend on GPUs from providers like Amazon Web Services, Microsoft Azure, and Google Cloud. Competitors including Google, Samsung, Qualcomm, and Meta are advancing on-device AI capabilities. Founders should benchmark compact models, assess battery impact, and decide which features should run locally versus in the cloud.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Qualcomm just held its 2026 Investor Day, and the headline number is a new $15 billion AI data center revenue target for 2029 — up from essentially zero two years ago. We break down whether this fabless smartphone-royalty giant can actually pull off a pivot into AI data centers.We cover the AlphaWave Semiconductor acquisition and why Arm-based data center networking IP matters to hyperscaler customers, Qualcomm's 3D-stacked silicon packaging approach designed to work around the high bandwidth memory bottleneck amid the 2026 memory shortage, and the Modular acquisition — an AI-native software platform positioned as a potential CUDA alternative. On fundamentals, we walk through the revenue mix as smartphone growth slows to a 5% CAGR following the Apple wind-down, and why automotive and IoT are beating original targets. We close with a reverse DCF on the ~$190 stock price to see how much growth is already priced in, and why QCOM still holds a place in our portfolio as a diversified, value-oriented semiconductor stock.Content is for general information and entertainment only, not individual investment advice. All investing involves risk, including loss of principal. CSI owns shares of Qualcomm.Semi Insider members get full access to our research platform and tools. Join at chipstockinvestor.com.
It's time for episode 487 of the Mobile Tech Podcast with guest Nirave Gondhia of House of Tech -- brought to you by Mint Mobile. In today's show, we unbox and check out Nothing's Ear (3a) and Phone (4b), share our predictions for Samsung's Galaxy Unpacked event, review Apple's MacBook Neo, and lament the slow demise of OnePlus. We then discuss new phones from OnePlus and Redmi, and cover news, leaks and rumors from Samsung, Google, Apple, Qualcomm, Moto, and Huawei... Phew!Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Nirave Gondhia: https://www.threads.net/@niraveg- Nothing Phone (4b): https://www.youtube.com/watch?v=DUgPFNRmsCQ- Nothing Ear (3a): https://gizmodo.com/nothing-ear-3a-review-still-nothings-value-king-2000782330- Samsung's Galaxy Unpacked event is July 22: https://www.gsmarena.com/samsung_confirms_galaxy_unpacked_event_for_july_22_wide_foldable_expected-news-73621.php- Samsung's Galaxy Z Flip8 might be its last: https://www.gsmarena.com/samsung_might_discontinue_its_galaxy_z_flip_lineup_after_the_flip8-news-73647.php- Made by Google's Pixel event is Aug 12: https://www.gsmarena.com/google_officially_reveals_when_its_launching_the_pixel_11_series-news-73620.php- Apple's iPhone event likely on Sep 8: https://www.gsmarena.com/iphone_18_pro_series_foldable_iphone_likely_to_debut_on_september_8-news-73483.php- My Apple MacBook Neo review: https://hothardware.com/reviews/apple-macbook-neo-review- Apple's MacBook Neo now available refurbished: https://www.gsmarena.com/apple_starts_selling_refurbished_macbook_neo_bringing_the_price_down_to_its_prehike_level-news-73474.php- Qualcomm's Snapdragon Summit is Sep 22-24: https://www.gsmarena.com/qualcomm_snapdragon_summit_2026_date-news-73500.php- OnePlus now pushing Oppo devices :https://www.gsmarena.com/oneplus_is_now_selling_oppo_smartphones_tablets_watches_and_earbuds-news-73532.php- OxygenOS and Realme UI to be merged into ColorOS: https://www.gsmarena.com/insider_claims_that_oxygenos_and_realme_ui_will_be_merged_into_coloros-news-73568.php- OnePlus N6: https://www.gsmarena.com/oneplus_n6_arrives_with_8000mah_battery_and_dimensity_6360_max-news-73502.php- Redmi K90 Ultra: https://www.gsmarena.com/redmi_k90_ultra_is_here_with_the_snapdragon_8_elite_and_a_massive_builtin_active_cooling_fan-news-73509.php- Moto teases Edge 70 Max with Qi2 magnets: https://www.gsmarena.com/motorola_starts_teasing_the_edge_70_max_with_magnetic_wireless_charging-news-73607.php- Huawei teases Pura 90 with gradient colors, coming Jul 14: https://www.gsmarena.com/huawei_pura_90_pro_max_unveiled_with_200mp_4x_telephoto_pura_90_pro_tags_along-news-72452.phpAffiliate Links (If you use these links to buy something, we might earn a commission)- Nothing Ear (3a): https://amzn.to/4vpo4Om- Nothing Phone (4a) Pro: https://amzn.to/41MdvZx- Nothing Heaphone (a): https://amzn.to/4fhzXjH- Moto Razr Ultra 2025: https://amzn.to/4wz2iJ6- Google Pixel 10a: https://amzn.to/4bkei98
The aftermath of Apple's price hikes. Apple is taking its fight against Epic to the Supreme Court. More AI features coming to Apple's Creature Studio. And Apple is showing confidence in its upcoming iPhone Fold, expecting to sell 10 million units! America is having MacBook sticker shock. MacBook price hikes expected to contribute to 13.6% drop in global laptop shipments. Apple weighs buying RAM from two blacklisted Chinese suppliers to curb rising costs. Broadcom and Apple extend custom silicon pact to 2031. iPhone 18 Pro leaks: Qualcomm or Apple C2 model, A20 details, camera upgrades. Apple takes Epic fight over app store fees to the Supreme Court. Tim Cook's government liaison position comes into focus before stepping down as Apple CEO. Apple in Russia's crosshairs again, facing $52M fine for not installing state-required apps. If you wanted more AI in Apple's Creator Studio, Tuesday's update gives it to you. Safari's new MCP server lets coding agents inspect and debug websites. Siri AI can pull info from third-party apps in the latest developer beta. Apple to launch 5 new iPhone models to gain market share amid memory crunch. Confident Apple increases its iPhone Fold orders to 10 million. Apple TV teases major new sci-fi series: Neuromancer. iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276. Picks of the Week Glenn's Pick: Turtles! Jason's Pick: Default Folder X Andy's Pick: Readest Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Glenn Fleishman Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT joindeleteme.com/twit promo code TWIT
The aftermath of Apple's price hikes. Apple is taking its fight against Epic to the Supreme Court. More AI features coming to Apple's Creature Studio. And Apple is showing confidence in its upcoming iPhone Fold, expecting to sell 10 million units! America is having MacBook sticker shock. MacBook price hikes expected to contribute to 13.6% drop in global laptop shipments. Apple weighs buying RAM from two blacklisted Chinese suppliers to curb rising costs. Broadcom and Apple extend custom silicon pact to 2031. iPhone 18 Pro leaks: Qualcomm or Apple C2 model, A20 details, camera upgrades. Apple takes Epic fight over app store fees to the Supreme Court. Tim Cook's government liaison position comes into focus before stepping down as Apple CEO. Apple in Russia's crosshairs again, facing $52M fine for not installing state-required apps. If you wanted more AI in Apple's Creator Studio, Tuesday's update gives it to you. Safari's new MCP server lets coding agents inspect and debug websites. Siri AI can pull info from third-party apps in the latest developer beta. Apple to launch 5 new iPhone models to gain market share amid memory crunch. Confident Apple increases its iPhone Fold orders to 10 million. Apple TV teases major new sci-fi series: Neuromancer. iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276. Picks of the Week Glenn's Pick: Turtles! Jason's Pick: Default Folder X Andy's Pick: Readest Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Glenn Fleishman Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT joindeleteme.com/twit promo code TWIT
The aftermath of Apple's price hikes. Apple is taking its fight against Epic to the Supreme Court. More AI features coming to Apple's Creature Studio. And Apple is showing confidence in its upcoming iPhone Fold, expecting to sell 10 million units! America is having MacBook sticker shock. MacBook price hikes expected to contribute to 13.6% drop in global laptop shipments. Apple weighs buying RAM from two blacklisted Chinese suppliers to curb rising costs. Broadcom and Apple extend custom silicon pact to 2031. iPhone 18 Pro leaks: Qualcomm or Apple C2 model, A20 details, camera upgrades. Apple takes Epic fight over app store fees to the Supreme Court. Tim Cook's government liaison position comes into focus before stepping down as Apple CEO. Apple in Russia's crosshairs again, facing $52M fine for not installing state-required apps. If you wanted more AI in Apple's Creator Studio, Tuesday's update gives it to you. Safari's new MCP server lets coding agents inspect and debug websites. Siri AI can pull info from third-party apps in the latest developer beta. Apple to launch 5 new iPhone models to gain market share amid memory crunch. Confident Apple increases its iPhone Fold orders to 10 million. Apple TV teases major new sci-fi series: Neuromancer. iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276. Picks of the Week Glenn's Pick: Turtles! Jason's Pick: Default Folder X Andy's Pick: Readest Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Glenn Fleishman Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT joindeleteme.com/twit promo code TWIT
The aftermath of Apple's price hikes. Apple is taking its fight against Epic to the Supreme Court. More AI features coming to Apple's Creature Studio. And Apple is showing confidence in its upcoming iPhone Fold, expecting to sell 10 million units! America is having MacBook sticker shock. MacBook price hikes expected to contribute to 13.6% drop in global laptop shipments. Apple weighs buying RAM from two blacklisted Chinese suppliers to curb rising costs. Broadcom and Apple extend custom silicon pact to 2031. iPhone 18 Pro leaks: Qualcomm or Apple C2 model, A20 details, camera upgrades. Apple takes Epic fight over app store fees to the Supreme Court. Tim Cook's government liaison position comes into focus before stepping down as Apple CEO. Apple in Russia's crosshairs again, facing $52M fine for not installing state-required apps. If you wanted more AI in Apple's Creator Studio, Tuesday's update gives it to you. Safari's new MCP server lets coding agents inspect and debug websites. Siri AI can pull info from third-party apps in the latest developer beta. Apple to launch 5 new iPhone models to gain market share amid memory crunch. Confident Apple increases its iPhone Fold orders to 10 million. Apple TV teases major new sci-fi series: Neuromancer. iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276. Picks of the Week Glenn's Pick: Turtles! Jason's Pick: Default Folder X Andy's Pick: Readest Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Glenn Fleishman Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT joindeleteme.com/twit promo code TWIT
We've been running a bit of an Agent Cloud series surveying all the top inference/compute/cloud providers, from Databricks to Daytona to Railway and, even further back, E2B, but we're excited to conclude this series returning to Modal, which has just raised a monster $355M Series C.The cloud was built for developers. But agents are now changing that.The old infra stack was designed for a human who could read docs, reason through YAML, and understand dashboards to figure out what they need when something broke. While this was painful for developers, it worked since they could fill in missing context in their heads.However, agents don't have that luxury. Now in this new era of agents, everything has to be tighter.They need a place to write code, run it, inspect the output, change the environment, debug failures, and try again. Fast iteration and feedback loops with all the necessary context are crucial for agents to operate properly. Furthermore, sandboxes are a clear representation of this shift as agents can easily spin up isolated environments. This programmatic infra even extends to research:Two years ago, we were one of the first to cover Modal with CEO Erik Bernhardsson and Alessio designed our favorite LS thumbnail of all time:At the time, Modal was just a teeny little company with a $17M Series A.Today, fresh off their $355M Series C, Modal is one of the clearest examples of the agent cloud future being built in real time: a cloud platform moving past traditional web app assumptions toward the workloads AI actually creates such as elastic inference, sandboxes, GPU burst, post-training, background agents, and infrastructure that agents themselves can operate.In this episode, Modal CTO Akshat Bubna joins swyx and Vibhu to unpack why AI applications don't fit traditional cloud assumptions, why Kubernetes was never designed for bursty compute-heavy workloads, and why Modal is now shifting from developer experience to agent experience.We go deep on Modal's AI infra stack: serverless functions, decorator-based infrastructure, elastic inference for custom models, GPU snapshotting, DeFlash, speculative decoding, Auto Endpoints, sandboxes, persistent storage, networked containers, private IPv6, RDMA, multi-node training, and Modal's capacity pool across 17 cloud providers. Akshat also explains why RL rollouts can require 100,000 sandboxes, why production agents need hard guardrails, why observability may matter more than reading code, and why AI has made infrastructure exciting again.We discuss:* Why Kubernetes wasn't built for bursty AI workloads* How Modal started as a better runtime before becoming an AI cloud* Why Modal added GPUs before ChatGPT* The shift from developer experience to agent experience* Why observability matters when agents are writing the code* Elastic inference for custom models across audio, video, robotics, and comp bio* GPU snapshotting, cold starts, and why inference workloads are so bursty* Why RL rollouts can require 100,000 sandboxes* DeFlash, speculative decoding, and frontier-level inference performance* Auto Endpoints and making optimized inference easier to deploy* What Modal adds beyond vLLM, SGLang, and raw GPU rental* Modal's 17-cloud capacity pool and supercloud strategy* Networked sandboxes, sidecars, private IPv6, and RDMA* Serverless multi-node training for post-training and research workloads* Auto-research, model-guided sweeps, and agents launching GPU experiments* Compute strategy, capacity planning, and batch tiers* Why production agents need specialized sandboxes and hard guardrails* Modal's take on managed agents, CI, Gitpod/Ona, Python, TypeScript, and Modal BenchAkshat Bubna* LinkedIn: https://www.linkedin.com/in/akshat-bubna-188885103* X: https://x.com/akshat_bModal* Website: https://modal.comTimestamps00:00:00 Introduction00:00:39 Modal's origin and why Kubernetes wasn't enough00:04:32 Developer Experience → Agent Experience00:06:21 Modal's AI cloud primitives00:09:14 Sandboxes, agent loops, and proto-Cognition00:12:12 Elastic inference, GPU snapshotting, and 100,000 sandboxes00:15:24 DeFlash, speculative decoding, and Auto Endpoints00:19:59 Production-grade inference beyond raw GPUs00:22:00 Background agents, Ramp Inspect, and the agent lifecycle00:24:08 Modal's 17-cloud supercloud strategy00:26:40 Networked sandboxes, private IPv6, and RDMA00:32:48 Multi-node training, post-training, and auto research00:37:36 Compute strategy, capacity planning, and batch tiers00:40:55 Open models, real-time AI, and production agent infra00:43:06 Hard guardrails, managed agents, and specialized sandboxes00:46:06 Why AI made infrastructure exciting again00:48:30 Model APIs, differentiated products, and agentic video00:51:50 CI, coding-agent infra, SDKs, and Modal Bench00:57:28 Closing ThoughtsTranscriptIntroduction: Modal, Series C, and the Art PartySwyx [00:00:00]: We're here with Akshat, CTO of Modal, together with Vibhu. Congrats on your Series C.Akshat [00:00:10]: Thank you.Swyx [00:00:11]: Your party yesterday was amazing.Akshat [00:00:15]: Yeah.Swyx [00:00:15]: From all the photos and all the swag.Akshat [00:00:17]: We had a bunch of art installations, which was fun, seeing, like, our products on pedestals next to, like, Rodin.Swyx [00:00:25]: Very nice. Very nice. When you started, it was not the GPU inference company. Maybe it was in your mind. Take us back to the origin story.Modal's Origin: A New Runtime Beyond KubernetesAkshat [00:00:39]: I first met Eric, who's the CEO, through an investor. Back then Eric was already thinking about building, a new runtime, and he got there thinking through why are workflow orchestration products so hard to use. It's because you have to run them on Kubernetes. Kubernetes is hard to manage. It's not built for burstiness and, custom images,Swyx [00:01:03]: YeahAkshat [00:01:03]: It has a terrible developer experience.Swyx [00:01:05]: And I'll, I'll interjectAkshat [00:01:06]: YeahSwyx [00:01:07]: For listeners, who are new, we interviewed Eric two years ago, and there's a bit more of the story there from Spotify and all those things.Swyx [00:01:14]: And I came across Eric through Data Council because he did that talk on the serverless container stack that you guys did, which was like, that was my first like, “Okay, I need to take Modal very seriously” moment.Akshat [00:01:26]: Yeah.Swyx [00:01:26]: But it was still very unclear, like, do I need all this for just my data pipelines?Akshat [00:01:33]: Yeah. initially what we were thinking about was if we build a better runtime, it's a very useful primitive in itself. It's There's a lot of things that, get solved by serverless functions, like you can do, ETL stuff, you can do job queues, you can do all this, like, bursty processing, which it turns out every company had needs for. but then we also were thinking about this as like, this is a primitive that we can build a whole collection of products on, which are very verticalized. So perhaps data engineering would've been the first one, but we were thinking about inference. Back then it was more classical inference, like computer vision stuff and running XGBoosts and whatnot. But we added GPUs to the product a year before ChatGPT came out.From Serverless Containers to GPU WorkloadsSwyx [00:02:19]: Nice.Akshat [00:02:19]: We just didn't think it would be that big of a deal.Swyx [00:02:22]: Yeah, just like add A100.Vibhu [00:02:23]: Was there any, like, early key problem that really sparked off why you built it?Akshat [00:02:28]: Yeah. Primarily it's just, none of the tooling that was out there was built for, one, a really great developer experience, and also there's a general trend of, a lot of the workloads that we were seeing were very. I wish there was a better word for it, but compute-heavy. Like, they need, one, like, need a lot more resources, so you need to burst up and down a lot, versus like Kubernetes designed for, like, slow scaling and, more for, like, web server use cases. And also there's just a lot more specialization in, like, what kinds of environments these workloads run in. Like, we had sometimes they need accelerators, sometimes they need different kinds of images, and this is just like a consistent thing that we saw across a lot of companies. That would be the next step.Software-Defined Infrastructure and Decorator-Based DXSwyx [00:03:13]: Yeah. Yeah. Be nice. I don't know how much this factored into the early story, but I wrote a post when I was at Temporal about infrastructure, software-defined infrastructure or something like that.Akshat [00:03:22]: Yeah, the self-provisioningSwyx [00:03:23]: Self-provisioning.Akshat [00:03:24]: Yeah.Swyx [00:03:24]: Yeah. I can't even remember my own post.Swyx [00:03:26]: And then you put me on the landing page.Akshat [00:03:28]: Yeah. We really like, the term and so we stole it.Swyx [00:03:32]: Because you had the insight that everything can just be in decorators co-located with the code, right?Akshat [00:03:37]: Yeah.Swyx [00:03:37]: Was that a big part of the originalAkshat [00:03:39]: YesSwyx [00:03:39]: Story or it was just like a DX layer?Akshat [00:03:41]: That was, really important because we really didn't want people to spend, so much time, writing YAML, and it seemed like you could really condense the surface area of what you're doing, put it in code so you can operate on it just like you operate on other code, and like build stuff that's more expressive and dynamic. and so yeah, that was always a very important part.Swyx [00:04:04]: Then the pushback is this is a DSL.Akshat [00:04:07]: Yeah.Swyx [00:04:07]: It's you're closed source. I am locked into Modal.Akshat [00:04:11]: Yeah. We never really got pushback for that because the nice thing about Modal is you can bring whatever code you have, and sure, the DSL is at the configuration layer for, what hardware you're using, how you're scaling things up, but you still own the code.Akshat [00:04:27]: And that's, that's been an important, part of our story, even as we do inference now.Swyx [00:04:32]: Yeah.Vibhu [00:04:32]: How much of do you think still stays the same today? Like if you were to build something today, DevX very important, but I feel like, a lot of this has been changed with just hook it up to an agent, have Claude Code, have Codex implement a tool. there's very agent native primitives that are different than if I'm doing this myself, right?Developer Experience → Agent ExperienceAkshat [00:04:54]: We've changed our SDK team to think about agent experience instead of, developer experience and we think that the same benefits that apply for DX also apply for AX, which is why would you have an agent read through hundreds of Kubernetes files and like write YAML that's not even typed when it can make a couple of changes in a decorator and it gets this self-provisioning runtime of, being able to see its changes live in action? yeah, it just seems from the customers we talk to, they find Modal is much faster for agents to use versus operating on a different substrate.Swyx [00:05:34]: Yeah, because like you, again, you co-locate the infrastructure requirements to the code that runs it.Akshat [00:05:38]: Yeah.Swyx [00:05:38]: Well, the negative thesis now is that nobody's looking at their code anymore, so there's no point.Akshat [00:05:44]: Yeah, people aren't looking at code. one thing we still see is really important is observability.Swyx [00:05:51]: Yeah.Akshat [00:05:51]: Like how good is your dashboard? And of course, like we have, we push a lot of it to the CLI so the agents can do their own investigation, but you still need humans to go interpret what's going on and, make judgment calls and whatnot. and that's I feel like, Maybe more important now than looking at the code itself.Swyx [00:06:11]: Yes, because like, you can try to treat the code as a black box and then use, see the observable action that comes out of it, and then just prompt a change.What Modal Is For: AI Cloud PrimitivesAkshat [00:06:21]: Yeah.Swyx [00:06:22]: So I think it takes a bit of restraint to not specialize, to say, “I want to ship a new primitive,” and then just be general purpose.Swyx [00:06:31]: People ask you, “What are you for?” You're like, “ I don't know. We can do this, we can do that.”Vibhu [00:06:36]: Well, I'd be curious to see, like, okay, if we were to ask you, like, what is Modal for even at a high level? There's a lot you guys do, sandboxes, GPUs, everything. How do you answer?Akshat [00:06:46]: Modal is a cloud platform that's built for, where we've built the primitives from scratch for AI applications. and right now it covers, inference, training, batch processing, and sandbox workloads.Akshat [00:07:00]: But we're building a lot moreSwyx [00:07:02]: I noticed you didn't say web server, so there is still a role for, like, the always-on large-scale Kubernetes type things.Akshat [00:07:09]: Yeah, absolutely. We're, we're not trying to compete with the renders of the world, because yeah, we think the differentiator for us is the, are the workloads that need specialized compute, need to scale up and down a lot. yeah, they're, they're, they're just shaped differently.Working Alongside Frontier StartupsVibhu [00:07:26]: I think you're building a lot of it alongside the startups, right? They're innovating quite a bit, even in your, like, latest blog post. Like, even in the series C, the customers that you mention here, the cognitions, technical ones, ramps and whatnot, they're, they're innovating with you, right? And that's not something AWS is doing directly with.Akshat [00:07:45]: Yeah, absolutely. I think, this is again classic. We're a small team. We can move really fast. our engineers are working with our customers and figuring it out. Yeah.Swyx [00:07:54]: So my first week at Cognition, I walked in, there was someone wearing a Modal shirt. I was like, “What are you doing here?” They're like, “Yeah, I just. I am embedded inside of Cog.”Akshat [00:08:05]: Yeah, I think that was Peyton. We sent him overSwyx [00:08:07]: Yeah.Akshat [00:08:07]: Because, the latency of communication was too high otherwise.Swyx [00:08:12]: Yeah, distributed node, you have to - you have to place one and collocate.Vibhu [00:08:16]: Yeah.Swyx [00:08:16]: So I had a, I had direct personal experience, right? So I worked on smol developer three years ago. it was inspired by Claude 1. I think you onboarded me at some point, like, just before, and I was like, “Oh, like, I need some bursty compute. Like, I was just gonna try using Modal.” And it was a, it was a pretty pleasant experience. apparently, I showed up in the board meeting, like the analytics.smol developer, Sandboxes, and Proto-CognitionAkshat [00:08:39]: Yeah, you blew up on Hacker News and,Swyx [00:08:41]: YeahAkshat [00:08:41]: We got a big traffic spike. I. I think the way you used smol developer was Modal functions for running stuff, which was. Like, the, that was a good use case. but then, yeah.Swyx [00:08:53]: Yeah. That - So to me, that was proto-cognition.Akshat [00:08:55]: Right.Swyx [00:08:56]: If only I had, like, stuck to it.Swyx [00:08:58]: Like, that was like, if - did you say draw the tech treeAkshat [00:09:00]: AbsolutelySwyx [00:09:00]: You're just like, “Yeah, like, probably this will happen.”Akshat [00:09:02]: Yeah. Like, he was so close. You were just rebuilding upon usSwyx [00:09:04]: I just didn't realize.Akshat [00:09:05]: But the funny story there is at the same time, we were talking to a bunch of customers who needed something like sandboxing.Swyx [00:09:14]: Yeah.Akshat [00:09:14]: This is like twenty-three.Swyx [00:09:15]: Yeah.Akshat [00:09:16]: So we builtSwyx [00:09:17]: You introduced a new API right after that.Akshat [00:09:18]: Yeah.Swyx [00:09:19]: Yes.Akshat [00:09:19]: Like, we built sandboxes in May of twenty-three before anyone was even knew this was gonna be a thing. And the first example we published was, we took smol developerSwyx [00:09:28]: Smol developerAkshat [00:09:28]: And put it in a loop, so the agent can iterate on itself.Swyx [00:09:33]: Loops are hot these days.Vibhu [00:09:34]: It's the looper.Akshat [00:09:34]: Yeah.Vibhu [00:09:35]: Loops in. When was this, twenty-three?Akshat [00:09:38]: Yeah.Vibhu [00:09:39]: A small check.Akshat [00:09:39]: Yeah.Swyx [00:09:39]: It's like twenty-three. so the. the, those for listeners, like, the problem was the models are not built for any of this, right?Swyx [00:09:46]: Like, you're just trying to like. They're not post-training to understand, like, looping and, like, self-correction and tool calling was there, but, like, also not that great.Akshat [00:09:55]: Yeah.Akshat [00:09:55]: I don't remember if you used tool calling in this one, but yeah, the models would just diverge after like ten iterations and not produce anything meaningful.Swyx [00:10:03]: Yeah. But like, then. So okay, like now talking to myself three years ago, the answerVibhu [00:10:08]: Of course they will get betterSwyx [00:10:09]: Collect all the failures, build benchmark, and then collect all the, examples, build the RL environmentAkshat [00:10:15]: RightSwyx [00:10:15]: Sell it for like ten billion dollars to Meta.Swyx [00:10:17]: And then also train a model and then sell that for sixty billion dollars to Elon. And this isAkshat [00:10:23]: Yeah, of courseSwyx [00:10:23]: The funny machine. Like, it's like, it's about the hardware.Akshat [00:10:28]: It's hard to have that inherent conviction that the stuff will get that much better.Swyx [00:10:33]: In retrospect, it's so f*****g obvious.Akshat [00:10:36]: Fair enough.Swyx [00:10:37]: Like, what else were we doing back then? I don't know. anyway. Yeah. So this. That was the start of your sandboxing journey, right? I feel like it didn't blow up until, like, last year.Akshat [00:10:49]: Yeah.Swyx [00:10:50]: So there was like a couple years of quietness.Akshat [00:10:52]: Exactly, yeah. We wereVibhu [00:10:53]: I think very underrated product value. Like, my experience with Modal, Charles, before he had joined Modal, met this guy at a hackathon, and he really insisted we wanted to run some small model, not hosted anywhere, and he's like, “ there's this cool company, Modal. They'll like spin up a GPU sandbox, we can throw it on there. They'll take a Hugging Face link.” And like there's so much value just right there, right? Like instant hosting, spin it up, spin it down. It'll stay cold, but we run the demo a few days later, it'll come back up and like all this stuff in retrospect, like it's still what we needed like today.Akshat [00:11:27]: Yeah, it's still needed today. workload shapes have changed a lot as, we run stuff for people with really massive production scale and, there it's it's not about scaling from zero to one, but it's how do we scale really elastically, from like thousand to fifteen hundred GPUs very quickly in a given region. It's the same shape problem.Elastic Inference, GPU Autoscaling, and Custom ModelsVibhu [00:11:50]: Okay. So you look at, say, Cursor Composer, right?Akshat [00:11:53]: Yeah.Vibhu [00:11:53]: They had a. “We'll do RL on a model every couple hours.” you guys have a whole version of RL inference gym and whatnot.Vibhu [00:12:01]: When you look at workloads like that, you're doing train runs where you need to scale up, scale down every hour thousands of GPUs, right? That's the example for we do need it, right?Akshat [00:12:12]: Yeah. Well, so I'll, I'll take a step back and, maybe talk about like how people use Modal today. because our biggest use case is, elastic inference. And the thing we first found product market fit, with was inference for custom models. So we stayed away from the LLM space, and we were serving companies like Suno for audio, Runway for video, robotics, comp bio companies that train their own model elsewhere. But Modal is the best black box that for deployment, scaling to however many GPUs you need as your traffic pattern changes. And we saw all of them like have a very unpredict- predict- predictable, traffic pattern. it's like diurnal. It's Some days, like the company will do a launch and, they'll need like, way more. And it's not just one model that they deploy. They-- all these companies deploy, lots of different models in different regions, and so the autoscaling problem becomes even harder because then you have to scale within a certain region, and those cycles are offset. So different times you scale up in different regions.Akshat [00:13:20]: So that's like our sortVibhu [00:13:22]: And thatAkshat [00:13:22]: YeahVibhu [00:13:22]: That in and of itself is a huge category. There's a bunch of inference providers which, provide this fireworks, does this as a service together, whatnot, Base10. that's carved into its own niche for language models, at least right now.Akshat [00:13:36]: Yeah. the thing that we have specialized in is the autoscaling aspect.Vibhu [00:13:41]: Yeah.Akshat [00:13:41]: Because we found that it's not universally true that everyone else can autoscale, and we've gone deeper into it on the tech side by, we've incorporated GPU snapshotting into the product so we can take the GPU state, like your torch.compile model, snapshot it, and the next cold start is way faster. And so going back to your question, it's That's why you need a lot of burstiness for inference. But then people also do a lot of demand training, like for RL stuff, your rollouts are bursty, as you said. People also do a lot of batch jobs. So we'll see, a lot of companies, before they have a training run, they'll need thousands of GPUs to run encoding or something like that. And I think those things are much more bursty than. I agree that agents are not that bursty. sandboxes are, except when you're doing RL. RL is justRL, Batch Jobs, and 100,000 SandboxesVibhu [00:14:28]: Or commerceAkshat [00:14:28]: Insanely bursty.Vibhu [00:14:29]: Yeah.Akshat [00:14:30]: Yeah. Like when you're doing, rollouts, you sometimes need a hundred thousand sandboxes in your sandboxes.Vibhu [00:14:37]: Yeah. I'm curious if you've seen early sparks of continual learning. There are some people, like our friends, ngram, recently announced thisAkshat [00:14:45]: YeahVibhu [00:14:45]: They're, they're trying to do training. That also seems like a different workload, right? If you're doing training twenty-four/seven per se, there's a very weird dynamic of how you're using GPUs between people and whatnot, but seems like something you guys would work for.Akshat [00:15:00]: As you said, we're, we're fortunate to work with a number of, customers at the frontier and grab some of our customers. and they are taking the primitives we have, and trying to use them in very interesting ways, like continual learning. It's possible as the stuff gets better, some of that will be part of, our offering as well if, more people need it. but we're, we're just waiting to seeVibhu [00:15:23]: YeahAkshat [00:15:23]: How it shakes out.Vibhu [00:15:24]: Is there a primitive that you added after sandboxing that was the next step in the story?LLM Inference, DeFlash, and Speculative DecodingAkshat [00:15:32]: I guess we've been going much deeper into LLM inferenceVibhu [00:15:35]: YeahAkshat [00:15:35]: Because we realized that some of the advantages we have with like autoscaling, again, especially in different regions and whatnot, are, not present elsewhere. and the place where we had a gap was we weren't, working on the model layer itself. Like we were a black box. And, we realized that, we can get to frontier-level model performance, with, by having great people who work on this. And, we've been open sourcing a lot of our work, in terms of, Recently, we, shared our work on DeFlash, which is a block-based, speculator, and we've open sourced, all of it. So, you can - By using open source DeFlash, you can get the same performance as you would with one of the proprietary providers. And the next thing we're thinking about hereVibhu [00:16:23]: I thought this wasAkshat [00:16:24]: YeahVibhu [00:16:24]: An interesting blog post as well, right? Like, I think in here you make a claim that. Not a claim, just that how effective speculative deco-decoding really just get to.Akshat [00:16:33]: Yeah.Vibhu [00:16:33]: Anything you wanna point out from this around, what people should know?Akshat [00:16:39]: Yeah, absolutely. the high-level summary is, it would help to describe what speculative decoding is.Vibhu [00:16:44]: Yes.Akshat [00:16:44]: I will, yes.Vibhu [00:16:45]: I think, likeAkshat [00:16:46]: YeahVibhu [00:16:46]: So we've covered like Eagle and all thisAkshat [00:16:47]: YeahVibhu [00:16:47]: Like Hydra and all those things, but it was like two years ago.Akshat [00:16:51]: Yeah.Vibhu [00:16:51]: I think it doesn't hurt, right?Akshat [00:16:52]: Yeah. Speculative decoding is you have a smaller model, called a draft model, predict tokens ahead of the bigger model, and then you have the bigger model, verify all of this, all the tokens are predicted. And the reason it's faster is if you're predicting, one token at once, you're bound by memory bandwidth. But if you can batch the verification of, the draft model, then you're much more efficient using compute, and it's faster, and as long as your draft model is producing a lot of tokens that can get accepted, which is called the accept length, you can get a speed up that's, multiple times of, the original model speed. and well, that's what we highlight here. It's Like people talk a lot about we made these kernels faster and whatnot, but improving kernel will only give you like few percentage points of improvement, and, increasing accept length, literally is a multiplicative decreaseVibhu [00:17:47]: Like two to four X.Akshat [00:17:48]: Yeah, exactly.Vibhu [00:17:48]: Without much head-on performance.Akshat [00:17:50]: Yeah. I think it may - you are running a second model, right? So it may be something more expensive in the compute,Vibhu [00:17:57]: I meant quality performanceAkshat [00:17:58]: Probably not by muchVibhu [00:17:58]: But yeah. I thinkAkshat [00:17:59]: So there's no drop in quality performanceVibhu [00:18:01]: YeahAkshat [00:18:01]: Because you're always. You're never accepting a token that the big modelVibhu [00:18:04]: It's strictly betterAkshat [00:18:05]: YeahVibhu [00:18:05]: Or it's same.Akshat [00:18:06]: Exactly.Vibhu [00:18:07]: Right. Yeah.Akshat [00:18:08]: And so we've been working a bunch on DeFlash, which is a block-based speculator. so it's instead of predicting, one token at a time, it's predicting a block. And we've been open sourcing our work with it. The next thing for us here is for helping people train speculators and custom models. it's it's something that traditionally is very forward-deployed engineering driven, support deployed, engineer driven, like you work with customers and help them do that. And our vision for. This is why we launched Auto Endpoints, is we want to make frontier-level performance available to everyone. And so, we mentioned this in the announcement, we teased it. The next thing we're, we're launching is, as you run an auto endpoint, we shadow trafficAuto Endpoints and Frontier-Level PerformanceVibhu [00:18:54]: Do you want to explain what auto endpoints are?Akshat [00:18:57]: Yeah.Vibhu [00:18:57]: I lovely, yeah.Akshat [00:18:58]: Yeah. So, this is, I guess, going back to your Modal is you touch the code, but, sometimes people don't wanna touch the code, and they wanna get started with an endpoint that works and has all the great performance and, scalability that Modal has. So we've made that easier with, a way to create an endpoint from our UI, from the CLI, that has all of our optimizations that we talked about, like the DeFlash stuff already baked in, and there's full transparency. So we give you the code, you can go run it yourself, and if you want, you can eject out into the full Modal experience, which we see as people get sophisticated, they do wanna tweak the models, they wanna, fine-tune stuff. You can still do all of that. It's it's not a black box. And yeah, the next thing, as we teased later in the post, is how do we give you value even beyond this in terms of having your draft models evolve as your data distribution evolves, again, without having to talk to a person and, yeah.Vibhu [00:19:59]: I guess just to understand it directly, you have the GPUs, you have an endpoint that's compatible, you serve open model. If someone was to do this themselves, what's the delta that you guys provide? So you do a lot of open source great work on effective inference. how does it compare to, say, I take the same model, 5.2 FP8, take shelf inference engine, vLLM, SGLang, get compute of similar capacity, similar cost. What's the delta that plugging into something this, like this offers outside of the benefit of, scaling?Production Inference Beyond Raw GPUsAkshat [00:20:34]: It's interesting because we've taken the approach of open sourcing our contributions and upstreaming them. we work closely with the SGLang team. We want the improvements that our team, comes up with to be, there in open source for others to use, even outside of Modal. The benefit to us is we have a team that has significant expertise in terms of if you do have something that is not there, our team can help you get that performance, first. the other thing is with these endpoints, we are way more elastic, as you said, than, anyone else, and you have true scaling to zero. you have true, burstiness, and in practice, that matters a lot more to people than just finding, the GPU and, running Modal code on something.Vibhu [00:21:20]: Yeah. And I will say it's not that straightforward to just. like what I said is easier said than done, right?Akshat [00:21:26]: Yeah.Vibhu [00:21:27]: It's I think still for the average person, still hard to just gut check using different. There's, there's quite a bit of combinations you can make there. the trade-offs aren't really known at face value.Akshat [00:21:40]: Yeah. it's it's not just that. I think it's it's that running production-grade inference is a hard infer problem.Vibhu [00:21:49]: YeahAkshat [00:21:49]: Even if you subtract out the autoscalingVibhu [00:21:50]: YeahAkshat [00:21:51]: Is controlling things like tail latency and, making sure every, request is delivered at least once and whatnot.The Model and Agent LifecycleVibhu [00:22:00]: There's a lot of innovation that you can do here. I think, it's very interesting that you're starting to encroach on, like as you become a full cloud, you're starting to encroach on other people's turf.Vibhu [00:22:09]: What will you not do?Akshat [00:22:13]: Well, we wanna follow our users and, make sure they get like a platform that has everything that works well together. so right now we're focused on the model lifecycle and the agent, lifecycle. so both like going from data prep to training to inference, and then also if I want to deploy a background agent, let's say, sandbox, do persistent storage, a whole bunch of other stuff.Vibhu [00:22:38]: We talked to Cole, who did, OpenInspect. Yeah.Akshat [00:22:42]: Yeah.Vibhu [00:22:42]: And RealInspect also is on Modal.Akshat [00:22:44]: Yeah. So Ramp Inspect was a great example of a background agent that was really successful because they, were able to use some of the primitives like snapshotting and fast scaling to just have something that feels really reactive and works well.Ramp Inspect and Background AgentsVibhu [00:23:02]: Yeah. That's the new CTO of, Ramp right there.Akshat [00:23:05]: Yeah, Rahul.Vibhu [00:23:08]: It was really fun. yeah, okay, I think, all very bullish. Like, one of my reflections was also I did not originally. So when I met you guysThe Inference Inflection: CPU, GPU, and Co-LocationVibhu [00:23:19]: You weren't that much in the GPU game, and now you're all about, inference. And one of the points that I hinged on for Jensen's keynote at GTC this year was, what we're calling like the inference inflection, right? That let's say in AI workloads or machine learning workloads, it used to be like, let's call it eight to one GPU to CPU, and now it's more like one to one, which is like a interesting. Like, - because of how much agents are blocked or call out to this, to CPU heavy stuff the actual, like, limiting factor, like, swings back and forth from GPU to CPU a lot more than it used to be all GPU and then occasional CPU.Akshat [00:24:01]: Yeah.Vibhu [00:24:02]: GPU, CPU. And now it's like just constantly, and you just have to locate everything.Seventeen Clouds and the Supercloud StrategyAkshat [00:24:08]: Yeah. And that's one of the things that, again, we see as, something appealing about Modal, which is we've built this capacity pool that spans, 17 cloud providers, so we're, we're very good at Running on various kinds of cloud capacity across the worldSwyx [00:24:24]: You don't have your own data centers?Akshat [00:24:25]: We don't have our own data centers. We just run across a lot of neo cloudsSwyx [00:24:29]: Yeah. AreAkshat [00:24:30]: Metal providers.Swyx [00:24:30]: Yeah. Question mark.Swyx [00:24:31]: Yeah. You're, you're running the math, and you're like, “What's the cutover point where you're like.”Akshat [00:24:36]: Yeah, it's a good question. part of it is we see our differentiator in the software layer, and, being capital light and focusing on the software helps us move really fast. so far it's worked out well because there are so many other people building data centers that we're able to work effectively with them, and again, focus on what makes us, special.Swyx [00:24:55]: Yeah.Swyx [00:24:56]: 17 gets you into, like, the local providers sometimes. LikeAkshat [00:25:00]: The,Swyx [00:25:01]: Which was the most interesting one?Akshat [00:25:02]: There are a lot more neo clouds than you expect, and they all have various degrees of, various levels of reliability. And, that's why it's something we've invested a lot of time in, is building our own reliability layer on top. so if the GPU falls off the bus or something happens, we user workloads are not affected, and that lets us use a lot more capacity than,Swyx [00:25:30]: YeahAkshat [00:25:30]: You as a user would be able to.Swyx [00:25:32]: It's a useful thing to have because like now everyone knows, like, what layer you are and, like, you optimize for being the super cloud of all clouds.Akshat [00:25:41]: Yeah. That's, that's, that's the idea. and so I guess when you mentioned colocation, that's, that's another interesting thing where, one thing we've seen is people come to us when they want, very specifically located, CPUs or GPUs, like they wantSwyx [00:25:57]: Oh, they pin it in likeAkshat [00:25:58]: YeahSwyx [00:25:58]: EU?Akshat [00:25:59]: Exactly. Or EU, US.Swyx [00:26:01]: Right. Data resiliencyAkshat [00:26:02]: AustraliaSwyx [00:26:02]: Locality thing or performance or what?Akshat [00:26:04]: It's either data locality or latency, yeah.Swyx [00:26:07]: Yeah.Akshat [00:26:07]: Like, you want your. They're running sandboxes and model. They want them to be right next to aSwyx [00:26:10]: Yeah, it's easy thenAkshat [00:26:11]: YeahSwyx [00:26:12]: To. That is important in all those things. and so, like, you've accidentally, I don't know if it's accident, but, like, you've built the perfect primitive for agents to express themselves. And then, like, it's almost very funny how every extra development just involves more file system, just involves more CPU.Akshat [00:26:30]: Yeah.Swyx [00:26:31]: Just like the things that you already have. I don't know much about, if there's any, like, networking usages that are interesting, but you've also done some good work on networking.Networking, Sidecars, Private IPv6, and SandboxesAkshat [00:26:40]: Yeah, that's exactly right. Like, we're just taking compute storage and networking and building stuff on that layer, for, again, the stuff people need.Swyx [00:26:49]: YeahAkshat [00:26:50]: We see a few interesting networking things coming up. one is people want networked sandboxes. so we haveSwyx [00:26:57]: For like a Docker cluster type thing.Akshat [00:26:59]: Yeah.Swyx [00:26:59]: Sorry, Docker Swarm. Oh, f**k. What is it called?Akshat [00:27:02]: Compose.Swyx [00:27:03]: Compose type thing.Akshat [00:27:04]: Yeah. So if you want Docker Compose, our sandboxes now support, this thing called sidecars. So you can. A sandbox is a pod of containers, and you can run multiple containers in, a sandbox. also useful because, going back to networking, people want a lot of control over, outbound networking from a sandbox.Swyx [00:27:23]: Yeah.Akshat [00:27:23]: Like, they might wanna run a middle proxy for, like, maybe logging stuff for RL or, controlling how egress can happen to a domain, injecting credentials. and yeah. So we've, we've had to build a lot of that stuff ourselves.Swyx [00:27:38]: Yeah.Akshat [00:27:39]: But then also sometimes people want, sandboxes spanning multiple nodes to talk to each other, which is an emerging thing we're seeing. We have support for that for a different reason, and yeah, we'll see if that becomes stable.Swyx [00:27:52]: Like, just an open socket. It's a. This is directly like mTLS.Akshat [00:27:56]: We do support that, which is you can, expose a tunnel inside a sandbox.Swyx [00:28:01]: Yeah.Akshat [00:28:01]: And then you can either expose it to public internet or it can be, you can add like a HTTP, auth layer above it. But we have this thing called I6PN, which we haven't talked about, which is this, like, overlay network using IPv6 addresses. so if Modal containers, within the same workspace, when this is enabled, can address each other using this private IPv6 address, and no one else can.Akshat [00:28:28]: So it's like private networking, for containers. We built it because we needed it as a primitive for our distributed training product. so we have this other feature, which is you can add a decorator to a function, and you get a cluster of GPUs. and they have RDMA networking. so you can run a distributed training job, that's truly serverless. and we did the overlay network for that. But then we've seen that people are using it for other reasons, and, I'm intrigued to yeah, what would people do with it.Swyx [00:28:59]: Build primitives and let people figure it out, right?Akshat [00:29:01]: Yeah, exactly.Swyx [00:29:02]: You put out a pretty interestingAkshat [00:29:03]: They're like, they read the docs webpage. Let me use thatSwyx [00:29:06]: YeahAkshat [00:29:06]: Something they never intended to work. This is literally not even in our docs page. People somehow found it, and they're using it.RDMA, Memory Movement, and Distributed TrainingSwyx [00:29:12]: Huh.Swyx [00:29:14]: The way you portrayed it with, like, RDMA versus TCP, like, very well laid out, but just the transfer speed change at scale for RL, like yeah, you have it, you have it built in. I'm sure someone found it. It's found it to be a lot more efficient before you made a thing out of it, right?Akshat [00:29:32]: Yeah. And not to split hairs, I guess the overlay network is the TCP overlay network.Akshat [00:29:39]: The reason we have that is you need that to do the key exchange for RDMA before you set up the RDMA network on top of that. but then people found the TCP part.Swyx [00:29:48]: Can I tell you, this is like a big aha moment for me becauseAkshat [00:29:51]: YeahSwyx [00:29:51]: So I review 2,200 submissions for the World's Fair.Akshat [00:29:56]: Yeah.Swyx [00:29:57]: And then I got this from John OsterhoutAkshat [00:29:58]: HuhSwyx [00:29:59]: Who I don't know if. Do John Osterhout by name?Akshat [00:30:01]: The name sounds familiar.Swyx [00:30:02]: He published a. He's a well-known professor, published a lot of interesting software design books, and this is the talk he chose to submit, is on RDMA at Inference. And I'm like, you wouldn't think that this guy, who is like operating systems guy, would care about RDMA.Akshat [00:30:20]: I, it makes sense to me because I,Swyx [00:30:24]: This is the cloud, right? YeahAkshat [00:30:25]: Like, the way you move around your KV cache and how efficiently you can do it, how efficiently you move, your weights from your training GPUs to your inference GPUs in RL is there's a lot of degrees of freedom, and it is a systems problemSwyx [00:30:41]: YeahAkshat [00:30:41]: Moving memory aroundSwyx [00:30:42]: YeahAkshat [00:30:43]: Scheduling.Swyx [00:30:44]: This shows you how primitive my understanding of networking stuff is.Swyx [00:30:46]: Is this like the domain of WireGuard as well?Akshat [00:30:50]: Not quite.Swyx [00:30:51]: It's adjacent?Swyx [00:30:53]: Explain everything.Akshat [00:30:54]: Sure.Swyx [00:30:56]: How do we move memory around GPUs?Akshat [00:30:58]: Well, so sorry. Yeah, that is memory. Sorry, I was talking more, and maybe I was talking like five minutes back, about the private IPv6, addressing that you've set up.Swyx [00:31:09]: Yeah.Akshat [00:31:09]: Is it like it's a VPN?Swyx [00:31:10]: Yeah, it is like a VPN, and yeah, WireGuard is, yeah, you're right. It is,Akshat [00:31:16]: Right. Yeah, you already moved on to new topicsSwyx [00:31:17]: A similarAkshat [00:31:18]: OkaySwyx [00:31:19]: In the same space, WireGuard is, encrypted and this is,Akshat [00:31:23]: And you don't need encryption.Swyx [00:31:23]: Yeah.Akshat [00:31:24]: Yeah.Swyx [00:31:24]: This is not encrypted. that's the main difference. This is TCP and we have eBPF programs that will reject or allow the TCP connection based on whether you're allowed to do it.Akshat [00:31:35]: Used to involve a full sidecar, but now you have eBPF in the Linux kernel.Swyx [00:31:39]: Yeah.Akshat [00:31:40]: Yeah. I don't know if this is a natural follow-on to the topic of like my skepticism on distributed training is that while, like, people spend a lot of money on, like, cables to hook up GPUs, and even that is not, like, fast enough, and that's the bottleneck, is your networking fast enough?Swyx [00:31:59]: Yeah. So I guess you're talking about fully distributed training like, Dialog or something which is like cross data centerAkshat [00:32:06]: That would be, yes.Swyx [00:32:07]: That's the extreme.Akshat [00:32:08]: Yeah.Swyx [00:32:08]: You're in the middle, and then other people would have like the Mellanox cables up in, like, their actual data center.Akshat [00:32:14]: When you run multi-node training on Modal, RDMA, I think Mellanox, is, or InfiniBand is like a, is all seen as RDMA. but it's a way to bypass the TCP networking stack and, transfer, stuff much faster, between one node, to the other. And we have I think like 3 terabit per second, internal networkingSwyx [00:32:40]: OkayAkshat [00:32:40]: Which is the standard that's needed.Swyx [00:32:42]: Okay. So I misunderstood whatAkshat [00:32:43]: 50Swyx [00:32:43]: What part of the stack you wereAkshat [00:32:44]: 50 gigs overSwyx [00:32:45]: YeahAkshat [00:32:45]: If you wentSwyx [00:32:45]: YeahAkshat [00:32:46]: RDMA.Swyx [00:32:46]: Okay.Swyx [00:32:48]: Yeah. I, very impressive work.Multi-Node Training, Post-Training, and Auto ResearchSwyx [00:32:52]: So effectively you're extending like the model philosophy to the training cluster, like, yeah.Akshat [00:32:59]: Yeah. And we're, we're not going for like large scale training runs. the thing that we've built multi-node training for is, we see a lot of, smaller scale post-training. like, people are post-training like medium sized fund models, so they can, get higher quality on inference. this is a perfect fit, for something like that.Swyx [00:33:21]: Yeah. That is my impression of how a lot of these labs explore branches in post-training and then eventually merge whatever they find in.Akshat [00:33:31]: Yeah. The other use case we've seen for multi-node training is even if you have a big cluster, your researchers are still doing small runsSwyx [00:33:38]: YesAkshat [00:33:39]: Having elasticity thereSwyx [00:33:40]: Right, sureAkshat [00:33:40]: Matters a lot more.Swyx [00:33:41]: Yeah. the, like, this is like the current limiting factor for auto research, which is like you need to give your model some GPUs in order for it to completely run.Akshat [00:33:51]: We have a blog post on auto resource and model is,Swyx [00:33:55]: YeahAkshat [00:33:56]: Yeah, like, turns out to be pretty good substrate for that.Swyx [00:33:59]: So my impression is auto research means many things, likeAkshat [00:34:01]: YeahSwyx [00:34:01]: Anything that Andrej coins. Right now it's still science fair, right? Like not like, I don't know how many people are doing this.Akshat [00:34:08]: We're having a golf.Swyx [00:34:08]: Yeah.Akshat [00:34:09]: I thought the same thing.Swyx [00:34:11]: Yeah, you would know.Akshat [00:34:12]: We, like, our internal both training and inference teams use this the general shape of this quite a bit. like we have this one internal repo called auto inference, which essentially we've automated our own forward-deployed engineering efforts using, this harness, which is, the agent will just spin up a sweep of different things. It'll even run like, NVIDIA inside profiler and it'll like tweak configs and it'll arrive the right thing. it'll change your GPUs both from H200 to B200, and works really well.Swyx [00:34:47]: Nice.Akshat [00:34:47]: So yeah.Swyx [00:34:48]: By the way, I enjoy that your forward-deployed engineering is so technical that you have to do these things.Swyx [00:34:52]: It's very different from forward-deployed engineering from other people.Akshat [00:34:54]: Yeah. For our forward-deployed engineering team is, essentially they're like applied inference researchers or applied training researchers.Swyx [00:35:02]: Someone told me like they have to be able to build, but they also have to be able to sell. do they have to sell or are they like they're good, they're just like post-sale type of thing?Akshat [00:35:09]: It does, being able to talk to a customer and engage effectively with themSwyx [00:35:13]: YeahAkshat [00:35:13]: Matters a lot.Swyx [00:35:14]: They want the same thing.Akshat [00:35:15]: Yeah.Swyx [00:35:15]: ?Akshat [00:35:15]: But it's it's not really a sales, thing. We pair them with-- We have solution architects as well that are more on the sales side.Swyx [00:35:23]: Okay. Let's spend a bit more time on auto research. This is a big focus for for this year. Where does this go? like, have people explored enough? Like, there's all these beautiful charts of like improve and then level off a bit and then you find the next thing. Is this one abstraction up from normal training? Is that how we think about it, or do you think about it differently? Like model level training versus high, like driven hyperparameter search.Auto Inference and Modal BenchAkshat [00:35:51]: Yeah, like,Swyx [00:35:51]: Someone, some people call it like neural architecture search or whatever, right? Like.Akshat [00:35:54]: Yeah, - So the stuff I've seen people do with it is nowhere on the architecture level. It's pretty much tweaking parameters, but it's it's a hyperparameter sweep that's guided by some model intuition, so it's like much more efficient than, whatever other, sweep you would have.Swyx [00:36:12]: Yeah, it's just, it's just a question of where you want to spend your compute?Akshat [00:36:16]: Right.Swyx [00:36:16]: ‘Cause yeah, you can just throw infinite amounts of money on this and somehow you'll bang out Shakespeare?Akshat [00:36:22]: Yeah, infinite monkey.Swyx [00:36:24]: Yeah, so like the very good for model. and I think it's also very important that agents can spin up other agents, can spin up their infrastructure. Like very good for you. how good is our LLMs at generating model code? Like the benefit of existing LLMs is that you are in the data.Akshat [00:36:42]: Yeah. They're, they're surprisingly good. I think like pre Cloud 4 they were not, and then now they're able to shot, stuff out of the box. But we're playing around with releasing like a Modal Bench for like the harderSwyx [00:36:55]: YeahAkshat [00:36:55]: Things, that the LLMs cannot do yet and maybeSwyx [00:36:59]: What's an example of that?Akshat [00:37:01]: I think the things that- Sometimes agents struggle with, without right guidance and a skill is, how to, use the rest of our observability. Like how to. Something is failing, like how do you look at the logs and then update the right thing? It's reasoning about that. But they're able to shot, likeSwyx [00:37:23]: Yeah. You can just add a skill to it?Compute Strategy and Capacity PlanningAkshat [00:37:26]: Yeah. So we have a Modal skill now that. Which is why we built this Modal Bench. It's to find things like that, so we can address them in our tool.Swyx [00:37:35]: Tune a skill. Yeah.Akshat [00:37:36]: Yeah.Swyx [00:37:36]: No. it's it's good. are you facing any shortages? like we talk a lot about GPU shortages, but also CPU, also memory.Swyx [00:37:44]: Yeah.Akshat [00:37:45]: We have had a lot of growth, which means that, there's - we've had to be much better aboutSwyx [00:37:53]: PlanningAkshat [00:37:54]: Proactive capacity planning.Swyx [00:37:55]: Yeah.Akshat [00:37:55]: So we have,Swyx [00:37:57]: Which by the way, like it's like a MBA's like dreamAkshat [00:38:00]: YesSwyx [00:38:00]: Is like just planning this stuff. I think last time you and I talked about something maybe about this.Akshat [00:38:03]: Yeah. we have a really competent team of people that we call, The role is called compute strategy. so yeah, if anyone listening here or wants to work on thatSwyx [00:38:13]: Compute strategy?Akshat [00:38:13]: Yeah.Swyx [00:38:14]: I think,Akshat [00:38:14]: I feel like,Swyx [00:38:15]: I think the normies call it FP&A or something.Akshat [00:38:18]: Well, it's more It's it's not FP&A. It's it's There's a lot of interesting financial questions of like what is the blend between one year and three-year reservations? how do we forecast our own capacity? how do we. especially since our capacity is very fungible across different GPU types and different regions, like you have to model a lot of it. and you also have to have an opinion on how the supply chain is gonna evolve, and then you have to like, take bets,Swyx [00:38:49]: YeahAkshat [00:38:49]: Based on that.Swyx [00:38:50]: Tokenomics.Akshat [00:38:50]: Yeah.Swyx [00:38:51]: This is like probably a not a real point, but, I was trying to think about like what other industries. I was trying to think about like, we cannot be first to like these kinds of problems.Akshat [00:38:59]: Yeah.Swyx [00:39:00]: And what other industries have had this? And I was like, airlines with fuel and like they have to hedge their fuel and like, I think for a long time Southwest because they made like a hero fuel bet, they like were like super low cost becauseAkshat [00:39:12]: OhSwyx [00:39:12]: Compared to everyone else.Akshat [00:39:14]: Yeah. I hadn't thought about that.Vibhu [00:39:16]: We're at a fun time too?Akshat [00:39:18]: Yeah. It's. A lot of the compute business in general, for us is also about being very good about capacity management. That is how you have great unit, economics. but also over time it's how you can unlock more value for customers. Like, one of the things we're building now is like a way for customers to get, If they don't care about latency, like get much cheaper pricing and they'll get results back in like next 24 hours or something, like a batch tier essentially.Batch Tiers and Latency-Insensitive WorkloadsSwyx [00:39:47]: Yeah.Akshat [00:39:47]: And those are levers we have because we control the whole stack and scheduling and whatnot to give people a sufficientSwyx [00:39:53]: Yeah. I feel like they're not as popular. Like those, like the Frontier Labs have all those APIs. They're not as popular as they should be.Akshat [00:40:00]: The demand that we see for something like that is not for LLMs. although sometimes people wanna run evals andSwyx [00:40:08]: OkayAkshat [00:40:08]: Synthetic data prep and there it makes sense.Swyx [00:40:10]: Okay.Akshat [00:40:11]: But it's from a lot of LLM companies, like people who are doing computational bio, like they have to run really big batch jobs and they don't care about when they get it back.Swyx [00:40:22]: Yeah. And like they have a reasonable. It's it's also like a cousin to the stopping problem of like, will this finish in time?Akshat [00:40:30]: Yeah. You can bound it.Swyx [00:40:33]: Yeah.Akshat [00:40:33]: Like you can give peopleSwyx [00:40:34]: YeahAkshat [00:40:34]: SLAs on it.Swyx [00:40:35]: Yeah. I think what's, what's interesting is like the next phase of model.Swyx [00:40:38]: Like what, do people expect from you, now that you're established and you're like well-known compute player among all these leading companies. You had an inference launch week, and we talked a little bit about the launches. like what else? Like what else should people know?What Modal Builds NextAkshat [00:40:55]: We are building primitives that make our users' lives much easier. So, I think for example, with LLM inference, thousands more companies are gonna post-train their own models and, deploy open source models for inference. so we're thinking a lot about what is the best product shape for that. And, that involves everything from our training gym to, then, endpoints that get frontier-level performance. again, but I haven't talked to anyone. It looks somewhat different on other verticals. Like, we're also seeing a lot of real-time, audio-video stuff in there, which is why like, we're working on things like regional routing, with fallbacks. So you can get GPUs that are as close to users as possible. so you get like low latency for video streaming and whatnot. And then on the agent side, it's,Akshat [00:41:52]: We're still working very closely with our customers because stuff is changing so fast in terms of what they need. And, I think beyond sandboxes and persistent file systems, there's a lot of other things people will need from this agent stack as they build production agents. So yeah, we're thinking about those other things that fit in there.Swyx [00:42:13]: I want to ask what the other things are.Akshat [00:42:15]: Yeah. I probably should share right now.Swyx [00:42:17]: I think-- I think, okay, so, I do think a lot about the principal components of cloud, and you do talk about compute storage networking.Akshat [00:42:25]: Yeah.Swyx [00:42:25]: Because so far for me, it's fine. so far for the. the first couple generations of cloud, it's fine. What's different, qualitatively different about agents that you need some new permission level? Like a lot of people, okay, and I'll just kinda spew tokens at you until it like hopefully sparks something.Akshat [00:42:43]: Yeah.Swyx [00:42:44]: Like the new level now is whatever Claude Code does, which is dangerously scope permissions or like allow list by command or like whatever, right? And sometimes they're like, “Well, okay, we have like this adaptive thinking mode where like, just trust me, bro. I will make the calls for you.” Is that it? like mediated permissions.Hard Guardrails vs. LLM-Mediated PermissionsVibhu [00:43:03]: Now you're looping it with a goal and letting it roll.Akshat [00:43:06]: Yeah, I'm, I'm skeptical of LLM media permission for stuff that is at the sandbox level because you do want hard boundaries.Swyx [00:43:16]: Yeah.Akshat [00:43:16]: Otherwise, someone can exfiltrate stuff.Swyx [00:43:20]: But likeAkshat [00:43:20]: YeahSwyx [00:43:20]: Maybe that's old school thinking. Maybe we're the dinosaurs.Swyx [00:43:23]: Maybe the AI OS or the LLM OS is really the kernel is a goddamn LLM.Swyx [00:43:30]: Like it makes you feel uncomfortable.Akshat [00:43:31]: Yeah, I'm, I'm toldSwyx [00:43:32]: But that's what trusting the LLM is. Like imagine a spherical cow perfect LLM.Akshat [00:43:36]: Right.Swyx [00:43:37]: That it.Akshat [00:43:39]: Maybe.Swyx [00:43:41]: I wanna test the boundaries, right?Akshat [00:43:42]: Yeah.Swyx [00:43:42]: Like, and I don't believe that, but I wanna see where I'm wrong ‘cause that's, that's the consensus.Akshat [00:43:49]: Yeah. I think you always need hard guardrails when you want, And you can pair those with softer guardrails, right? And that's gonna be a lot of mediated.Managed Agents and Specialized SandboxesSwyx [00:44:00]: There. I'll also get you a end with a couple of your commentary on like the ecosystem outside of Modal. Manage agents. Everyone has one. Gemini, OpenAI, Claude, very useful for you, but also like it is their way of starting to edge into your space.Akshat [00:44:17]: Yeah.Swyx [00:44:17]: What's going on?Akshat [00:44:19]: Yeah, we're, very excited to partner with Anthropic and some of the other foundation labs, will not name who we're also working with. the way we see it is the manage agent thing is a great place to start if you're starting out building an agent and, But then when you get to, building something more production grade, like you're a company that's like Ramp that's building their own, Ramp also runs their accounting agent on us, so their external-facing agent. You need a lot more control over, your compute primitive on things like, what sort - how do you persist different files that the agent has access to, and how do you snapshot and restore? How do you control the networking? maybe you want GPUs. When you get to that point, you kinda want, a specialized sandbox provider, that gives you those things, and that's the role that we are trying to play.Swyx [00:45:15]: YeahAkshat [00:45:16]: We don't really have an opinion on the harness, whether it runs - it's a cloud-managed agent, and you hook it up to Model Sandbox, or you run the harness in Model Sandbox. We'll see where people converge with that.Swyx [00:45:26]: Yeah. Do you any opinions on like the meta harnesses, or just another layer on top of these things?Akshat [00:45:31]: You mean like the OpenPipeSwyx [00:45:33]: OpenPipe is one. I think Vercel had one, which I can't remember the name of right now. Fredshot had one. and then, to me, most recently was Data Databricks that had Omnigen. All these are meta harness. Like it's kinda pseudo agent cloud type things.Akshat [00:45:50]: I personally have not played around with them.Swyx [00:45:53]: Yeah.Akshat [00:45:53]: Build agents with them.Swyx [00:45:54]: Everything's bullish Modal, as long as it consumes more infra.Akshat [00:45:57]: That's why we're focusing on the infra layer. It's somewhere where our, relative competence is and, also it's a hard problem to solve.Swyx [00:46:06]: Yeah. I will say like just generally reflecting on that, I don't know if - if there's other topics on Modal, but like just generally reflecting as an infra person, not as intense as you, but in that field, this has like been the most exciting time in infra. Like it was boring for a while, and you couldn't really get people excited about data infrastructure. Like Eric would get on Data Console, everyone just watched the video and like say, “Look at how many sandboxes I can spin up,” and no one gave a crap.Why Infrastructure Became Exciting AgainAkshat [00:46:39]: Yeah.Swyx [00:46:40]: And like now everyone gives a crap.Akshat [00:46:42]: That's true. It is a very exciting time, and I think a lot of that's driven by just the amount of scale all of this stuff needs.Swyx [00:46:50]: I think the, like a lot of your initiatives or a lot of your like product directions make sense in retrospect, which is like the best kind, but I wouldn't necessarily have thought about it myself, which.Akshat [00:47:00]: We need the predictions.Swyx [00:47:02]: I think there's a lot that you just don't even see, right? Like you have the batch, you have the voice, you have the multimodal, but what else?Akshat [00:47:10]: What else is coming up for usSwyx [00:47:11]: Yeah. Where do you see things going?Akshat [00:47:13]: Yeah. I, in generalBiotech, Robotics, and Non-LLM AI WorkloadsAkshat [00:47:15]: It's it's clear that there's there's a huge shift happening. I think one thing that's not as obvious to people because LLM inference gets talked about so much and is also we work a lot of companies that are, doing things like drug discovery and computational bio, like the Chai Discoveries of the world. Big things are probably gonna happen there. we work a lot of robotics companies that are putting robots in like active deployments and getting good results out of them.Swyx [00:47:45]: Is there Air Gap Modal? Is there a version that is like prem air gapped whatever?Akshat [00:47:50]: No. We,Swyx [00:47:51]: You should cloud only.Akshat [00:47:51]: Yeah.Swyx [00:47:52]: Yeah. Okay. But yeah, so what you're saying is like because you're focused on primitives and they're good primitives, you find use cases in all these kinds of things.Akshat [00:48:01]: Yeah.Swyx [00:48:01]: Probably diversifies you a little bit away from LMS all the time.Akshat [00:48:05]: Yeah, absolutely. We're, we'- our goal isn't to only serve the LLM inference market.Swyx [00:48:10]: There are a lot just on the website, the audio,Akshat [00:48:12]: Yeah. We said both onSwyx [00:48:14]: Computational bio images. Yeah, there's a lot here. There's QTA TTS, customizing. Oh, Chatterbox. there was customizing Whisper.Akshat [00:48:24]: Okay. Yeah.Swyx [00:48:25]: This screen reminds me of a fallen competitor, which Replicate.Model APIs vs. Differentiated AI ProductsSwyx [00:48:31]: What's your postmortem on what happened?Akshat [00:48:34]: This is one thing we've stayed away from is providing an API for models because I think providing model APIs is some of it ends up serving like a really hobbyist market, which is much less sticky.Swyx [00:48:50]: Yeah.Akshat [00:48:50]: And we've always wanted to build for companies that are building products and need more flexibility that's not just an API.Swyx [00:48:57]: Which you can build an API for a model and this is clearly what it is. But you - but what you're saying, you can wrap it into a more fully functioning back end that you run.Akshat [00:49:06]: Yeah. So all of our examples, it's not that spin up this model, here's an API token, use it. They're all code.Swyx [00:49:13]: Okay.Akshat [00:49:13]: And so the point is that this is just an example.Swyx [00:49:16]: Starter code.Akshat [00:49:17]: Yeah. But you can tweak it however you want.Swyx [00:49:20]: Yeah.Akshat [00:49:21]: And if you're like a company building a product, like, computational bio whatnot, yeah.Swyx [00:49:26]: I guess I'm trying to tease out for listenersAkshat [00:49:28]: YeahSwyx [00:49:28]: When does it stop becoming, oh, you're just an API call and you're just a wrapper on API to becoming what you call a product, right?Swyx [00:49:36]: Like, what is that layer? Like what-- Like, more lines of code, but like beyond that, what is the substance that people add that qualifies it to be something more?Akshat [00:49:46]: I think there's a little bit of like a selection effect of like a lot of the companies who do wanna get deeper into that level are probably building something that's more differentiated. And, I think, an example is like - with LLM inference, originally we, worked with companies that were building their own post-training frameworks or they were, - Ramp early in the day was training their own tokenizer and like swapping out the tokenizer in Llama and whatnot. I'm not saying that's, that successful, in that case. But a better example is like, let's say Suno. because Suno, does not use Modal for training.Swyx [00:50:26]: Mikey on the pod. Yeah.Akshat [00:50:27]: But they use Modal for all their inference and that's because they have like a custom-- They have completely custom model architecture and that means that they have to be at the code level and tweak things that are not, just an API.Swyx [00:50:41]: It's interesting as well, like we had, Ethan, most recently on the xAI Groq team make a prediction that like the next tier in video gen is not a better video model, it's a better model or agent that orchestrates video models.Video Agents and Production WorkflowsAkshat [00:50:56]: Oh, interesting.Vibhu [00:50:56]: Language model backbone that can use toolsAkshat [00:50:58]: RightVibhu [00:50:59]: And write code.Akshat [00:51:00]: Like, yes, I can make my second video or my second video from Groq, but I want my minute video.Akshat [00:51:06]: And I'm not going there through normal video gen.Swyx [00:51:10]: Yeah, that's interesting. I - So we have GPU sandboxes and recently have seen a few companies doing agents that do video manipulation or,Akshat [00:51:22]: Yeah. Give it FFmpeg and just do it.Swyx [00:51:23]: Run FFmpeg. But likeAkshat [00:51:25]: That's not enough.Swyx [00:51:25]: Yeah.Akshat [00:51:26]: You need to give it Adobe.Swyx [00:51:27]: Yeah, I hadn't put it together with like it would be a video production thing. in my mind these things were going more towards editingAkshat [00:51:36]: Yeah.Vibhu [00:51:36]: Well, shout out Mantis.Akshat [00:51:37]: I think about this a lot.Swyx [00:51:38]: .Akshat [00:51:41]: Yeah. Sorry.Vibhu [00:51:41]: Luma. Luma Agent is a version of this for video production, but it's a off.Swyx [00:51:46]: I was gonna get your quick takes, on some other stuff that happensGitpod/Ona, CI, and Runtime SandboxesSwyx [00:51:50]: In recent news and just-just see if you have anything interesting. Gitpod, very li
The aftermath of Apple's price hikes. Apple is taking its fight against Epic to the Supreme Court. More AI features coming to Apple's Creature Studio. And Apple is showing confidence in its upcoming iPhone Fold, expecting to sell 10 million units! America is having MacBook sticker shock. MacBook price hikes expected to contribute to 13.6% drop in global laptop shipments. Apple weighs buying RAM from two blacklisted Chinese suppliers to curb rising costs. Broadcom and Apple extend custom silicon pact to 2031. iPhone 18 Pro leaks: Qualcomm or Apple C2 model, A20 details, camera upgrades. Apple takes Epic fight over app store fees to the Supreme Court. Tim Cook's government liaison position comes into focus before stepping down as Apple CEO. Apple in Russia's crosshairs again, facing $52M fine for not installing state-required apps. If you wanted more AI in Apple's Creator Studio, Tuesday's update gives it to you. Safari's new MCP server lets coding agents inspect and debug websites. Siri AI can pull info from third-party apps in the latest developer beta. Apple to launch 5 new iPhone models to gain market share amid memory crunch. Confident Apple increases its iPhone Fold orders to 10 million. Apple TV teases major new sci-fi series: Neuromancer. iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276. Picks of the Week Glenn's Pick: Turtles! Jason's Pick: Default Folder X Andy's Pick: Readest Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Glenn Fleishman Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT joindeleteme.com/twit promo code TWIT
The aftermath of Apple's price hikes. Apple is taking its fight against Epic to the Supreme Court. More AI features coming to Apple's Creature Studio. And Apple is showing confidence in its upcoming iPhone Fold, expecting to sell 10 million units! America is having MacBook sticker shock. MacBook price hikes expected to contribute to 13.6% drop in global laptop shipments. Apple weighs buying RAM from two blacklisted Chinese suppliers to curb rising costs. Broadcom and Apple extend custom silicon pact to 2031. iPhone 18 Pro leaks: Qualcomm or Apple C2 model, A20 details, camera upgrades. Apple takes Epic fight over app store fees to the Supreme Court. Tim Cook's government liaison position comes into focus before stepping down as Apple CEO. Apple in Russia's crosshairs again, facing $52M fine for not installing state-required apps. If you wanted more AI in Apple's Creator Studio, Tuesday's update gives it to you. Safari's new MCP server lets coding agents inspect and debug websites. Siri AI can pull info from third-party apps in the latest developer beta. Apple to launch 5 new iPhone models to gain market share amid memory crunch. Confident Apple increases its iPhone Fold orders to 10 million. Apple TV teases major new sci-fi series: Neuromancer. iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276. Picks of the Week Glenn's Pick: Turtles! Jason's Pick: Default Folder X Andy's Pick: Readest Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Glenn Fleishman Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT joindeleteme.com/twit promo code TWIT
(00:00:00) Il riscatto dell'Europa: il chip Apple C2 debutta da noi (00:00:18) Prosegue il viaggio nei 630 GB di leak di Tata Electronics (00:02:30) Il mercato dei chip e lo spettro dei rincari fino al 2028 (00:05:47) Il successo di Apple Silicon e la roadmap dei 3 nanometri (00:08:59) Il modulo C2: la connettività diventa un affare di Stato a Cupertino (00:14:31) L'ironico paradosso: perché l'Europa batte gli Stati Uniti sul 5G proprietario (00:19:10) La fisica della batteria: milliamperora, eSIM e l'ottimizzazione del segnale (00:22:55) iPad mini OLED e MacBook Ultra: il C2 ridisegna i consumi dell'ecosistema (00:27:25) Starlink, Revolut Mobile e l'utopia di un'Apple senza più roaming (00:32:23) Unificare le linee produttive: la sfida finale di Tim Cook prima dell'addio In questo nuovo capitolo dedicato alla mastodontica fuga di notizie di Tata Electronics, spostiamo la lente d'ingrandimento lontano dalla potenza pura del chip A20 per concentrarci sulla vera colonna portante del futuro di Apple: la connettività. Con una mossa che ha del paradossale e dell'ironico, i documenti svelano che i veri flagship europei di iPhone 18 Pro e Pro Max monteranno in anteprima mondiale il nuovo modem proprietario C2, lasciando il mercato americano temporaneamente ancorato alle vecchie antenne Qualcomm per via delle onde millimetriche. Analizziamo l'impatto di un chip di rete che non è più un elemento isolato ma dialoga a bassissima latenza con il silicio principale, i sogni di un'autonomia stravolta dalla rimozione fisica della SIM e la transizione globale verso la connettività satellitare di massa, in attesa del debutto autunnale su iPad mini OLED e sul proibitivo MacBook Ultra.Visita Digiteee e scopri tutte le notizie sulla tecnologiaSegui Digiteee su TikTokDimmi la tua su Twitter, su Threads, su Telegram, su Mastodon, su BlueSky o su Instagram.Mail jacoporeale@yahoo.it Scopri dove ascoltare il podcast e lascia una recensione su Apple Podcast o Spotify.Ascolta An iPad guy su YouTube Podcast.Supporta il podcast
Yahoo Finance reported that AMD signed a deal with venture-backed Turing to expand into self-driving, with no financial or product details disclosed. AMD brings automotive assets from its $49 billion Xilinx acquisition, including Versal AI Edge and Zynq platforms, and already ships silicon in Tesla Model S and Model X infotainment. The deal positions AMD against Nvidia, Qualcomm, and Intel's Mobileye in automotive compute. Stakeholders will watch for named design wins with Tier 1 suppliers such as Bosch, Continental, Magna, and ZF, and for pilots with automakers. Founders should track developer support around AMD ROCm, long-term supply commitments, and compliance with ISO 26262 and cybersecurity mandates.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Apple vuelve a estar en el centro de la polémica. En este nuevo episodio de APPLEaks analizamos una semana cargada de rumores, filtraciones y decisiones que podrían cambiar por completo el futuro de sus productos.Hablamos del posible aumento agresivo de precios en el iPhone 18 Pro y iPhone 18 Pro Max, del esperado iPhone plegable que podría llegar con un precio cercano a los 2.500 dólares, de los nuevos rumores sobre batería, módem propio, memoria RAM, procesadores y diferencias entre mercados como Estados Unidos, Europa y China. También repasamos la filtración de pruebas reales del iPhone, los posibles cambios en resistencia, materiales y diseño, además del futuro de los MacBook y el impacto que podría tener esta nueva estrategia de Apple en los consumidores. ¿Se está pasando Apple de la raya? ¿Conviene esperar o directamente no comprar?Te cuento todo con opinión, contexto y análisis. 00:00 Intro y semana cargada para Apple01:11 La polémica por los precios03:34 Qué productos subirían y cuáles no05:10 MacBook Ultra, M5 y estrategia de Apple07:33 Filtración real del iPhone 18 Pro09:04 Módem propio, Qualcomm y diferencias por país10:01 iPhone plegable, RAM y batería gigante13:06 Veredicto: el poder lo tienen los usuarios AppleAPPLEaks, iPhone 18 Pro, iPhone 18 Pro Max, iPhone plegable, iPhone Fold, Tim Cook, subida de precios Apple, nuevos iPhone 2026, rumores Apple, filtraciones Apple, MacBook Ultra, MacBook M5, MacBook Neo, Apple Intelligence, iPhone batería, módem Apple, Qualcomm, iPhone 18 RAM, iPhone 18 precio, iPhone 18 filtraciones, Apple 2026, #Apple #iPhone18Pro #iPhone18ProMax #APPLEaks #iPhoneFold #TimCook #AppleLeaks #iPhone2026 #AppleRumors
IA de la semaine, OCR, puces et sécurité open source. Des pistes pour réduire le coût de l'IA et plusieurs sujets matériel et infrastructure. Me soutenir sur Patreon Me retrouver sur YouTube On discute ensemble sur Discord Modèles de la semaine Wan Streamer : et maintenant, les autistes synthétiques. Seedance 2.5, Krea 2 et Mistral OCR4. Peut-il révolutionner l'IA ? Databricks oscille beaucoup. Radio Star : les IA se lancent sur les ondes. Soyons pas hypAkrites, l'IA c'est quand même utile. Saveurs du monde Starfall, après l'IPO, l'IPA. MATCH Act, de quoi je m'ASML d'abord ? Rise and LineShine ! La Chine en a un plus gros. Les américains vont sortir de leurs Hygons. Qualcomm lance Dragonfly, ses puces poids lourds. Firefox et Chrome signent un PACT. Windows 10 fait de la résistance. Participants Une émission préparée par Guillaume Poggiaspalla Présenté par Guillaume Vendé
New leaks about the iPhone 18 Pro seem to be annoying Apple, while the guessing game continues over whether the iPhone Fold is coming in September, plus why we shouldn't be concerned about AirDrop, and definitely why we should not believe that the iPhone is the end of civilisation, on the AppleInsider Podcast.Contact your hosts:@williamgallagher_ on Threads@WGallagher on TwitterWilliam's 58keys on YouTubeWilliam Gallagher on emailWes on BlueskyWes Hilliard on emailWes's blog HillitechSponsored by:Scribe: Book an enterprise demo at scribe.how/appleinsiderLinks from the Show:Apple readying four iPad Pro models & entry M7 MacBook Pro for early 2027 releaseConfident Apple increases its iPhone Fold orders to 10 millioniPhone Fold expected to take 29% of 2026 foldable phone screen ordersiPhone 18 Pro leaks: Qualcomm or Apple C2 model, A20 details, camera upgradesNew AirDrop security flaws are significant, but aren't a giant threat Apple weighs buying RAM from two blacklisted Chinese suppliers to curb rising costs Stop us if you've heard this before: Apple Watch redesign will have new band attachment points Researchers scapegoat iPhone for declining US birthratesIf you wanted more AI in Apple's Creator Studio, Tuesday's update gives it to you New Final Cut Camera tries to be more useful for Mac users Apple Music's billions of streams, billions of dollars in fines, and one failureSupport the show:Support the show on Patreon or Apple Podcasts to get ad-free episodes every week, access to our private Discord channel, and early release of the show! We would also appreciate a 5-star rating and review in Apple PodcastsMore AppleInsider podcastsTune in to our HomeKit Insider podcast covering the latest news, products, apps and everything HomeKit related. Subscribe in Apple Podcasts, Overcast, or just search for HomeKit Insider wherever you get your podcasts.Subscribe and listen to our AppleInsider Daily podcast for the latest Apple news Monday through Friday. You can find it on Apple Podcasts, Overcast, or anywhere you listen to podcasts.Those interested in sponsoring the show can reach out to us at: advertising@appleinsider.com ★ Support this podcast on Patreon ★
On this week's episode of The MacRumors Show, we discuss the latest leaks and rumors surrounding the iPhone 18 Pro. 01:30 Tata Electronics data leak discussion02:49 iPhone 18 Pro's C2 modem: US.. vs. international09:57 Color-matched rear glass insert12:20 Variable aperture camera upgrade17:31 Apple's camera marketing and demo criticism20:59 iPhone 18 Pro price increase expectations27:55 Apple TV price hike reaction35:24 Micron, memory shortage, and supplier pricing41:18 New HomePod and Apple TV timing 43:56 iPhone 18 Pro's 5G satellite connectivity feature49:11 SIM vs. eSIM and carrier headachesTata Electronics, one of Apple's manufacturing partners in India, was hit by a ransomware attackthat resulted in more than 200,000 internal files being posted online, including component lists, supplier data, and images of iPhone 18 Pro test units. The material was obtained illegally, and MacRumors has not seen the stolen files directly.Among the leak's more surprising details is that the C2 modem may be limited to international models, succeeding the C1 and C1X modems already used in the iPhone Air, iPhone 17e, and M5 iPad Pro. A bill of materials for the U.S. variant instead lists Qualcomm components, including the SDX80M and other parts associated with mmWave 5G, a feature Apple's C-series modems still lack. U.S. carriers have spent years building out mmWave networks, making it a harder feature to drop from the Pro lineup than it was from the iPad Pro or a rumored cellular MacBook.The leak also lined up with existing rumors of a more uniform rear finish than the iPhone 17 Pro's two-tone design and camera lenses that protrude further from the plateau. Separately, a leaked SIM tray offered another look at the rumored Dark Cherry color option, expected to join Light Blue, Dark Gray, and Silver as this year's lineup, with no black model.On the camera side, the rumored variable aperture main camera is this year's headline upgrade, though it's unclear how much of a real-world difference it will make compared to genuinely transformative jumps in past generations, like the 8x telephoto lens introduced on the iPhone 17 Pro or the and 48-megapixel sensor from the iPhone 14 Pro. Pricing looms over rumors about the device. Apple has now raised prices across much of its lineup, citing a global memory chip shortage driven largely by AI data center demand. The Apple TV and HomePod price hikes drew particular criticism, since both products are several years old with no accompanying hardware changes.Estimates for the iPhone 18 Pro itself point to a starting price as high as $1,399, up from $1,099 for the iPhone 17 Pro, an increase weighed against a modest RAM and battery bump, a smaller Dynamic Island, and a more capable N2 chip. A rumored 5G-via-satellite feature will likely offer limited access to specific services like Siri or Maps rather than full Safari browsing.Micron's chief business officer suggested that Apple's own aggressive supplier negotiating tactics may have contributed to the memory shortage now driving prices up industry-wideVisit https://www.storyblocks.com/mac for 15% off annual plans.
El analista de Apta Negocios Roberto Moro, estudia la actualidad de los mercados en medio de un contexto marcado por la bajada en el sector de los semiconductores, de hecho se podría señalar como la peor caída desde el desplome provocado por la ofensiva arancelaria de Trump en abril de 2025. Este bajón en los mercados de tecnología dejó tras de sí un panorama de inestabilidad y un mercado con la confianza de los inversores profundamente deteriorada. Sin embargo, en medio de la incertidumbre financiera que atravesaron las bolsas por las pronunciadas caídas de valores como Broadcom, Arm, Micron; AMD, Marvell y Qualcomm, entre otros. Roberto Moro señala que “pese a las incertidumbres actuales, provenientes sobretodo de las compañías de semiconductores, la foto es bonita, no debemos olvidar que el índice de semiconductores de filadelfia, estaba prácticamente atacando máximos históricos, con lo cual no podemos decir que han tenido una caída importante”. Así mismo advierte que es fundamental mantener unos niveles mínimos en la mira “yo me fijara mucho en que el NASDAQ 100, en todo momento, que aguante por encima de 28.500. Un SP500 por encima también de los mínimos del 10 de junio en 7250” afirma el invitado. Por otra parte, el mercado de bolsa de la Unión Europea presenta un panorama completamente opuesto al resto, en la zona euro se están rompiendo máximos históricos, como el IBEX 35, así pues, este índice resulta ser determinante, ya que está rompiendo el máximo anterior. El analista puntualiza que “estamos viendo ya niveles que no se veían desde 2008. Yo creo que es eso lo que pondrá en tela de juicio la continuidad de las subidas”. Seguidamente expresó a modo tranquilizador para nuestros oyentes que “no hay motivos para un temor, vamos a fijarnos por encima de los mínimos del 10 de junio no pasa nada”. Por último, se comentó la empresa Microsoft, según Moro “parece que por fin quiere salir de ese marasmo bajista en el que se encontraba y lo está haciendo con relativa fortaleza” aseguró a modo reflexivo.
I interviewed Ziad Asghar about their Snapdragon Reality Elite announcement on Thursday, June 18, 2026 at Augmented World Expo in Long Beach, California. For more specifications and details, then be sure to check out the report from Road to VR's Ben Lang here. Here's the video of Asghar's announcement from AWE. This is a listener-supported podcast through the Voices of VR Patreon. Music: Fatality
El grupo de ransomware World Leaks hackea a Tata Electronics en India filtrando mapas analíticos de componentes confidenciales del próximo iPhone 18 Pro, revelando su cadena de suministro exacta (incluyendo contratos privados con TSMC y Qualcomm) y fotos de prototipos en pruebas de caída (drop-tests) fechadas a inicios de 2026. OpenAI aprovecha esta crisis de talento absorbiendo a Meade para liderar su división de hardware físico junto a Jony Ive (cuya firma io fue adquirida por 6.500 millones de dólares). Se desvela su hoja de ruta: dispositivo de audio sin pantalla en 2026 y un smartphone con procesador personalizado MediaTek y doble NPU para 2027. ---------------------------------- #Apple #OpenAI #iPhone18 #PaulMeade #TechPodcast #AppleLeaks #JonyIve #JohnTernus #InteligenciaArtificial #Hardware ---------------------------------- https://seoxan.es/crear_pedido_hosting Codigo Cupon "APPLE" ---------------------------------- PATROCINADO POR SEOXAN Optimización SEO profesional para tu negocio https://seoxan.es https://uptime.urtix.es ---------------------------------- PARTICIPA EN DIRECTO Deja tu opinión en los comentario ---------------------------------- ¿TE GUSTÓ EL EPISODIO? ✨ Dale LIKE SUSCRÍBETE y activa la campanita para no perderte nada COMENTA COMPARTE con tus amigos Applelianos ---------------------------------- SÍGUENOS EN TODAS NUESTRAS PLATAFORMAS: YouTube: https://www.youtube.com/@Applelianos Telegram: https://t.me/+Jm8IE4n3xtI2Zjdk X (Twitter): https://x.com/ApplelianosPod Facebook: https://www.facebook.com/applelianos Apple Podcasts: https://apple.co/39QoPbO ----------------------------------
This week Jason Howell and Jeff Jarvis dig into RAMageddon, the global memory shortage that just forced Apple to raise prices by 20% across Macs, iPads, and even the Apple TV. Jefferies warns memory prices will surge another 50% this quarter with no relief until 2028, GoPro says it may not survive, and IDC projects the largest smartphone market decline ever. Then both Anthropic and OpenAI released their most powerful models in the same week, both under government-imposed restrictions, while China's Zhipu AI gave away a model that matches some of those same capabilities for free.Also in this episode: Google capped Meta's Gemini access over compute limits, Qualcomm made a big data center play with Meta as its anchor customer, Google baked computer use into Gemini 3.5 Flash, a new $500M nonprofit launched to address AI job displacement, and OpenAI unveiled its first custom inference chip. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 0:00 - Start 0:04:38 - Jefferies Warns Memory Prices Will Surge 50% in Q3 2026 and Another 40% in Q4, With No Relief Until 2028 0:06:42 - Apple Raises Prices on Macs, iPads by $200 or More on Some Models 0:09:03 - The memory shortage shaking Apple and Microsoft is ‘existential crisis' for smaller players 0:13:42 - Apple Shares Sink After Price Hikes Hit iPads and Macs 0:18:39 - US releases powerful Anthropic model Mythos to some US companies 0:21:10 - OpenAI releases powerful new GPT-5.6 model under restrictions 0:22:37 - OpenAI Limits Access to New Models, Citing Government Security Concerns 0:26:35 - China Has Matched Anthropic in Cybersecurity, Resetting AI Race 0:32:24 - Google caps Meta's Gemini use as AI demand strains capacity 0:34:41 - Meta looks to AI to review harmful content in cost-cutting drive 0:42:05 - Introducing Claude Sonnet 5 0:45:11 - Qualcomm stock pops 15% after chipmaker almost doubles projection for 2029 non-handset revenue 0:46:01 - Introducing computer use in Gemini 3.5 Flash 0:50:00 - Big Companies Aim to Ease A.I. Transition for American Workers 0:51:45 -OpenAI and Broadcom unveil LLM-optimized inference chip Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: https://aiinside.show/ Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices
Big Tech and the space industry are completely rewriting the rules of infrastructure, from low-Earth orbit down to the safety guardrails of generative AI. In this episode of the Tech Field Day News Rundown, Tom Hollingsworth and Alastair Cooke tackle Rocket Lab's massive $8 billion acquisition of satellite operator Iridium and its play for total space infrastructure dominance. They also dive into Qualcomm's strategic buyout of Modular to challenge enterprise AI giants, China's deployment of its first fully renewable-powered AI data center, and the Trump administration's cybersecurity-centric AI Executive Order.Finally, the team breaks down Couchbase's new AI Data Plane, Microsoft's surprising decision to extend free Windows 10 security updates until 2027, and a controversial shift from Anthropic that might just turn AI safety into a premium, paid feature.Time Stamps: 0:00 - Cold Open 0:27 - Welcome to the Tech Field Day News Rundown1:29 - Rocket Lab Buys Iridium in $8 Billion Space Industry Deal4:20 - Qualcomm Buys Modular to Expand Open AI From Edge to Cloud6:57 - China Opens First Fully Renewable-Powered AI Data Center10:14 - Trump AI Order Signals New Focus on Cybersecurity14:11 - Couchbase Expands Database Platform for AI Agents17:30 - Microsoft Extends Windows 10 Security Updates to 202722:26 - Anthropic's New AI Models Raise Big Questions About Safety30:50 - The Weeks Ahead: Upcoming Events32:37 - Thanks for Watching the Tech Field Day News RundownFollow our hosts Tom Hollingsworth, Alastair Cooke, and Stephen Foskett. Follow Tech Field Day on LinkedIn, on X/Twitter, on Bluesky, and on Mastodon.
Queridos Curiosinautas, hoy tenemos un episodio cargado de noticias conectadas por una misma fuerza: la crisis de demanda de la inteligencia artificial. Apple, Meta, China, OpenAI, Qualcomm, Broadcom, AWS, Samsung y hasta el mundo de la biotecnología empiezan a moverse en una misma dirección: controlar chips, hardware, datos, precios y mercados.Y cuando una empresa sube los precios, el resto mira… y copia.En este episodio analizamos el efecto dominó de la IA: los nuevos chips dedicados, las gafas inteligentes de Meta y Apple, los posibles aumentos de precios, la estrategia de China para independizarse de Nvidia, los rumores del anillo inteligente de Apple, las pantallas enrollables de Samsung y una noticia científica que parece salida de una película: embriones de laboratorio capaces de desarrollar órganos.La pregunta es simple:¿la inteligencia artificial nos está llevando al futuro… o nos está empujando a una crisis tecnológica global?
SHARESIES · MARKET MOVEMENTS · 30 JUNE 2026 With Laura Marwick and Jordan Cunningham, Sharesies Head of Data & Analytics Note: Recorded Monday 29 June ↑ WHAT'S UP — Money moved out of big tech and defensives and cyclicals outperformed, with healthcare up 7.9%, real estate up 4%, and utilities up nearly 4%. The Dow added 0.6%, the Russell 2000 rose 1%, and the equal-weight S&P beat the headline index by more than two points. ↓ WHAT'S DOWN — The NASDAQ fell 4.6% and the S&P 500 dropped 1.95%, with losses concentrated in AI; Nvidia at -8.6%, Google -8.3%, and Qualcomm -16.3%. The Philadelphia Semiconductor Index fell 8% for the week. ! BIGGEST SURPRISES — OpenAI may delay its IPO until after 2027, citing uncertain market conditions. Apple and Microsoft announced price increases with rising hardware and compute costs, while Micron beat Q3 expectations and forecast tight memory supply past 2027. ◎ WHAT TO WATCH — ADP payrolls land Wednesday and US non-farm payrolls drop Thursday. Australian housing data and RBA June meeting notes also land Wednesday. ◈ BIGGER PICTURE — A hawkish repricing of US rate expectations, with Bank of America and Deutsche Bank now forecasting more rate hikes, and AI hardware outstripping AI hype. Though oil fell towards pre-conflict levels, further US-Iran hostilities over the weekend show the situation remains fluid. Disclaimer: Sharesies Market Update is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.
https://youtu.be/NPL9Rg2tw0M Itay Ben Horin, CEO of Ben Horin & Alexandrovitz, one of Israel's leading strategic media consultancies, is on a mission to help people and organizations achieve their goals through strategic communication. As the author of Crisis Management, Itay draws on decades of experience helping businesses, public figures, and institutions navigate high-stakes situations where leadership and communication determine the outcome. In this conversation, Itay introduces The Crisis Management Framework: Stay Prepared, Pull Your Team Together, Work Fast and Slow, Pick Your Entry Point, Decide Strategy, and Select Who Speaks, Where, and When. He explains why preparation is the greatest advantage in any crisis, why leaders must balance urgency with thoughtful decision-making, and how identifying the right audience and communication strategy can turn a defining moment into an opportunity. He also shares how AI is reshaping strategic communications, the growing threat of deepfakes, and why books and long-form conversations remain indispensable in an age of AI-generated content. — 5 Steps to Address a Crisis with Itay Ben Horin Good day. Steve Preda here with the Management Blueprint podcast, and my guest today is Itay Ben Horin, the CEO of Ben Horin & Alexandrovitz, a leading strategic media consultancy in Israel, and also the author of Crisis Management, which just came out in the U.S. Itay, welcome to the show. Thank you. Thank you for inviting me. Yeah, it’s exciting to talk to you. I mean, you’re in Israel. You’re growing your business there, and I look forward to your differentiated perspective on things on this show. But before we launch in, my favorite question: What is your personal “Why,” and how are you manifesting it through Ben Horin & Alexandrovitz? Okay. So our vision in the company is to help people fulfill their goals through the media. We're trying to empower people and organizations to achieve their objectives.Share on X And we do it through the media, through communication, and through social networks. This is our expertise: communication, strategic consulting, public relations, and spokesperson services. My specialty is crisis management, but our company provides all kinds of media consulting. And our “Why” is to help people fulfill their dreams. Our way of helping them is through the media. But there are other goals as well. Yeah. That is interesting. So how does media help people fulfill their dreams? When a person or an organization is talking to one person or two people in a store, or in any other aspect of communication, it has limited power. But when they communicate through the media to thousands or even millions of people—through television, radio, podcasts, or whatever channel exists in modern life—they have the ability to influence more people. So the media helps them. In a good way, and also in crisis management. When something goes wrong, you can use the media to move from a bad situation to a better place. When I talk to people, I tell them that even in biblical times, people had communication and written communication. And it’s the same stories: Love. Hate. Power. Politics. Everything is the same. The only thing that has changed is the technology we use to communicate with people. Once, people shouted from rooftops and used other traditional methods. Today, they can talk from their homes to millions of people. Yeah. And then social media is a big amplifier of messaging. It’s changing politics as well. So, for sure. Now, you’re running a large strategic communications firm, but you wrote this book about crisis management. So what’s different about communication during a crisis compared to business as usual, when you just want to get your message out? I’m a basketball fan, and today is like the NBA playoffs. So I’m saying— The Spurs won. Yeah, the Spurs won. And it’s very interesting to watch a seven-game series. So what I’m saying is that regular communication is like the regular season. You win. You lose. It’s important, but it’s not that important. A crisis is like the playoffs. You can win or lose. If you manage the crisis well, you can be a winner.Share on X You can win the season even if it began with a crisis. But if you lose, you’re out. So a crisis is a moment that can change your destiny—for better or for worse—depending on how you manage it. And I think that’s the difference between crisis management and regular communication. As I said, regular communication is like a very long regular season. Yeah, I love that analogy. So it’s the yin and yang, right? It’s the crisis and the opportunity. How do you turn a crisis into an opportunity? There’s a saying: “Never let a good crisis go to waste,” right? Something like that. Yes. I’m not advising people to get into a crisis. That’s not my advice. But if you have a crisis—and in my book, Crisis Management, I write about many case studies, both good and bad examples of crisis management—in some cases, the way people like Bill Clinton or Barack Obama managed their crises helped make them winners because they handled them well. I also write about companies like McDonald’s and Starbucks, as well as crisis management cases in Israel. If you manage a crisis badly, you can lose your position or even your business. So I’m not advising anyone to seek out a crisis. But when I walk into a room where there is a crisis—and I do that a lot, it’s my day job—I meet a CEO or a manager who is dealing with a crisis, and I tell them: “Please try to look at this moment from another perspective.” “Because these are the moments that define your leadership.” “And if we do well, and if we do our best, you may be remembered as the leader who successfully navigated this challenge.” It’s hard to see that in the moment. But afterward, people often come back to me and say: “I remember what you told me during those moments.” Yeah. That’s when character really shows up, right? In moments of crisis. It’s when everything gets amplified. Yes. So this podcast is called Management Blueprint. We talk about frameworks all the time. So give me a good crisis management framework. Three to five elements. I’m sure you cover them in your book. If someone is in a crisis, what do they need to think about? What steps should they take? Do you have a framework like that? Yeah. So the book is like 20 chapters. Sixteen of them are crisis-management cases from around the world and Israel, including some that I managed. And there are also four chapters about this framework and how to manage a crisis. So the first thing that I will tell you is that the best way to manage a crisis is to be prepared for a crisis. I know it sounds like a cliché, but it's really important. Every minute that you prepare—I call it a golden minute.Share on X Every minute that you prepare for a crisis will count as 10 minutes during the crisis when it begins. Because if you are prepared, if you know who is talking, who is on your team, what the messages are, who your crisis-management advisor is, who your lawyer is, who your accountant is, and who will be in the room, as a manager that’s very important. So that’s the preparation. And even if you don’t prepare, the first thing is to get your team together. I don’t believe that crisis management can be managed from far away. You must be in the same room with all the people and talk together with your team. The second thing is that in a crisis, you need to work very fast and very slowly. Very fast because you need to think fast and react fast because it’s a crisis. You have a lot of phone calls, a lot of WhatsApp messages, and a lot of activity on social networks. A lot of people are talking to you. But you also need to be very sharp, and you need time to think. The most important thing you need to think about is: What is your entry point for the win? Who is your target audience? Is your target audience the general public? The business ecosystem? A regulator? A minister? In most crises, you have a few target audiences. But you must understand which target audience can take you to a win. If you’re a political leader, it’s the public. If you’re a business, it can be the market or the stock exchange. If you’re a producer or a manufacturer and you have a crisis, it can be the regulator. So you must think about who your target audience is and then decide on the strategy. Because there are crises that you cannot win. Going back to basketball, maybe you cannot win the series. But it’s better to lose four games to two than four to zero. And that’s okay because you’re building for the next stage. So you have the team. You have the target audience. You have the strategy. Then you need to decide who is talking to the public and how they are talking. Through Facebook or other social networks? Are you talking to the press? Are you having one-on-one meetings? When are you going to talk? Where are you going to talk? And who is going to talk? The manager? The professional manager? Your legal staff? Your communications staff? These are all the things you need to decide when the crisis begins. And from there, every crisis is different. But that’s where you move forward. Yeah. That’s fascinating. So basically, get your team together. That’s step one. Obviously, you have to be prepared so that you have a team. You have to react fast, but also make room for deep thought. Who’s your target audience? How do you enter this crisis, or where do you need to show up? Decide the strategy. And then who’s going to speak, where, and when. So that’s fascinating. When and where. What is the technology? Are you doing a press conference? Are you doing a press release? Do you go to your LinkedIn page, your Facebook page, or your Instagram page? Every crisis has its own recipe. I’m saying that there are people in my profession who use the same strategy all the time. To talk or not to talk. To be aggressive or not to be aggressive. I think every crisis has its own recipe. There are times when you need to talk. There are times when you need to remain silent. There are times when you need to attack your rivals or your opponents. And there are times when you need to apologize for things that you have done. So every crisis has its own recipe. Yeah, that makes sense. I love it. So I’d like to switch gears a little bit and learn more about your business. What drives growth in your business, in your strategic communications consulting business? So I think there are two main engines. The first engine is more clients. We have clients in all aspects of life.Share on X We have Samsung and Qualcomm from the technology sector. We have a large bank and a large investment house. We work with cities and municipalities. We work with academia. So that’s one engine. And the second engine is adding more services. We started with communications. Then we added social media management. Then we added video. Now we work with influencers and content creators as well. So one way to grow is through more clients. The second way is by expanding the scope of our profession. It’s all around communication, but communication is evolving. Yeah. So when you say more aspects, do you mean more channels? Yes. More channels, more services. How do you see these channels evolving? What’s the big trend? In the past, people shouted from rooftops. Then there were town hall meetings. Then there were newspapers. Then came the internet and social media. And now people are posting and tweeting. So how has this evolved? What’s the bigger picture? What is communication evolving toward? So it’s a good question. I think that the first main understanding is that it’s all together. It’s all synchronized. You talk on television, in the newspaper, and on the radio. Nothing has diminished. Everything is together. But you have more channels, as you said. The most evolving channels are influencers and creators. Now, a lot of my clients are not talking to journalists. They are talking to creators or to social media influencers. And they are the most important when you have a B2C business talking to the customer and the consumer. For businesses that are more B2B, I think the economic press and television are still very important. So it depends on the client-side organization. Who is the organization, and what is the best channel to talk through? Yeah. That’s interesting. What is something that you’re actively trying to figure out in your business right now? I think, like everyone, we’re thinking now about how AI will affect our job and our profession. The first steps of AI are already here. Everybody is using ChatGPT, Gemini, and Claude. We also use ChatGPT and Claude in every program that we have. But I’m sure that there will be more changes. We can see it through the video aspects and the graphic aspects. It didn’t change communication, but it will change it like every profession. So we are trying to think about what is the best way to use it. And also how we can be faster than our colleagues in the profession in using it correctly. And what are some of the challenges with AI? What makes it tricky to implement an AI strategy, if anything? First of all, I think the biggest challenge is that I have 25 years of experience, and my partner also has 25 years of experience. So together, we have 50 years of experience in communications consulting. And we had a big gap between us and all the other competitors. But now, with AI, you can be very young in the profession and still get access to all the knowledge, all the books about the field, and all the crisis case studies. So I think the first challenge is understanding that AI is shortening the gap between those who have experience and those who don’t. I think that’s true in every profession. Yes. So I think that’s challenge number one. Challenge number two is that there is a lot of fake news. I’m working with a very prominent businessman in Israel, and now there is a fake AI version of him using his image and talking to the public. It looks like the real person is speaking. And that’s a problem that you need to solve. We are talking to Twitter, Facebook, and Instagram, asking them not to show the ad because it’s fake. But it’s hard. And it’s something new. It wasn’t there in the past. That’s scary. That’s very scary when this happens. Yes. Everything is getting more complex. I also see it as an opportunity because we have a lot of experience, so we know how to manage these situations. But these are new situations. Yeah. I wonder how the world is going to deal with that. One thing we noticed when we created an AI video was that it got a lot fewer likes. Even though it was early on, when there were very few AI videos, and we thought it was a very clever thing, people didn’t really resonate with it. Do you find that this is the case? Or are AI videos now so well done that people don’t realize they’re fake? I think it’s a challenge for the regulators. And I see that they are already doing some work in this area. For example, an AI video will have something written on it saying, “This is an AI video.” You must do that. So I think that if regulators strengthen these requirements across all the platforms—Google, Facebook, ChatGPT, and everything else—then we’ll reach a point where people can watch any video they want, but they will know whether it’s an AI-generated video or a real one. Yeah. That makes sense. So where do you see the growth opportunities for communications businesses like yours going forward? I think, as I said, AI will take us to a place where we can work with more clients in a faster way. I'm one of the founders of a startup called Focus AI that is creating synthetic groups and communities.Share on X We can talk to synthetic figures and better understand the best way to approach messaging and make decisions after interacting with these communities. So this is one path for growth in the profession and also in our business. And it’s something that we are already doing. So that’s one way to move faster. Another thing I’m doing is investing in business books. Because I think people will look for things that are very fast, like AI. But they will also look for things with a lot of depth, like books. And I can see right behind you all the books that you are reading. I believe there are many people who still want a way to go deeply into topics. Because of that, I also wrote my book. And now I’m investing in a business that will bring more and more business books into Israel. That is very interesting. There’s a theory that media consumption is becoming polarized. Very short-form media is becoming more popular, and very long-form media is also becoming more popular. And perhaps books are the long-form media that you’re talking about. And I think podcasts as well. Podcasts are becoming very successful around the world, and also in Israel. Because people want the opportunity to have a one-hour conversation and really understand things. Not just clips from radio interviews or short interviews. So, as you said, more fast and more slow. More sharp and more depth. Yeah. That ties in with your framework. In a crisis, you have to be fast, and you have to be slow at the same time. Who do you recommend should buy your book? Who can benefit from Crisis Management? So I think there are three main target audiences. The first is managers, CEOs, and people who make decisions. They will face crises in their professional lives. I think everyone has a crisis in their life and in their professional life. It’s like back pain. Everybody has it, has had it, or will have it. Nobody lives their life without back pain, and nobody lives their life without a crisis. So the first audience is managers. The second audience is people in my profession: Communications consultants and lawyers who deal with crises. They can benefit from these case studies. And the third target audience is students of communications, business, and law. People who want to gain more knowledge about this subject and this field. Is this just about communicating during a crisis, or is it also about solving the crisis? Or are those the same thing? No. It’s about all aspects of a crisis. Every crisis has a communication aspect. But Crisis Management, the book, and crisis management itself are not just about communication. As I said, when I come into an organization that is in crisis, I’m managing the communications side of the crisis. But there is also a lawyer. There is a lobbyist. There is an accountant. And there are the internal managers of the organization. Everybody has their own target audience. So the book is about the entire crisis. My way is through the media. Yeah. Love it. That’s great. Okay. So if you’re listening to this and you’re running a business, or you’re in a professional-services business, or you’re a politician, or anyone working in a high-stakes environment, I highly recommend Itay Ben Horin’s book, Crisis Management. It just came out. Is it available on Amazon? Yeah. Amazon, Barnes & Noble. It’s everywhere. Yeah. So it’s on Amazon and in the major bookstores everywhere. If you want to learn more, check it out. Where can people reach you if they want to talk to you or someone at your firm? What would be the best entry point? Yeah. My email is open. My LinkedIn is open. I’m very available. My profession is to be available 24/7. So check Itay Ben Horin out on LinkedIn. He’s easy to find there. Yes. And he’s the CEO of Ben Horin & Alexandrovitz, a leading strategic media consultancy in Israel. Do you work outside of Israel as well, or do you focus primarily on the Middle East? Yes. We work outside of Israel. We work with Israeli brands that have communications or business activities around the world. We also work with American and European brands that operate in Israel. So our main focus is Israel, but we work with many clients around the world. We have about 50 international clients. That’s fantastic. So check Itay out. Read his book. And if you enjoyed this conversation, stay tuned because every week we have another entrepreneur with a unique framework coming on the show. Itay, thanks for coming. And thank you for listening. Thank you very much. Important Links: Itay's LinkedIn Crisis Management Book Itay’s Website
This episode of The Circuit covers a mix of tech industry tributes and major semiconductor financial updates. Hosts Ben and Jay begin by paying their respects to pioneering tech blogger and journalist Om Malik, who recently passed away. They then dive into Cerebras's first earnings report as a public company, highlighting strong top-line demand for AI inference but noting investor concern over their complicated gross margins. Next, the hosts unpack Qualcomm's Investor Day, focusing on the company's aggressive $15 billion data center revenue guidance for fiscal 2029, their "Dragonfly" custom ARM CPU roadmap, and their strategic acquisition of software startup Modular. Finally, they analyze Micron's massive earnings report, detailing a staggering 60% quarter-on-quarter memory price surge that has caught major buyers like Apple by surprise, concluding with a lively discussion on the "Game of Thrones" style market dynamics driving the memory industry.
On Episode 310 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including insights from Qualcomm Investor Day 2026, OpenAI and Broadcom's Jalapeño AI chip, Anthropic's Micron partnership, SpaceX's massive Reflection AI compute deal, Sakana AI's new Fugu orchestrator, and why memory is emerging as a critical layer of AI infrastructure. Plus, Bulls & Bears covers NVIDIA's $25B bond offering, Apple's MacBook price increases, Micron's record quarter, and Cerebras' first earnings as a public company. The handpicked topics for this week are: Qualcomm Investor Day 2026 — The Data Center Debut: Pat and Dan break down Qualcomm's push into the data center after the company took the stage with Microsoft's Satya Nadella and Meta's Mark Zuckerberg as named customers. They unpack the new Dragonfly platform, including the C1000 250-core data center CPU with PCIe Gen 7 and CXL, the AI200 and AI250 inference accelerators, and a novel High Bandwidth Compute (HBC) architecture that stacks compute under LPDDR memory at dramatically lower cost than HBM. They highlight Qualcomm's ambitious growth targets: $15B data center revenue target for FY 2029, an increased total non-handset revenue goal from $22B to $40B, and a shortened timeline for automotive revenue by two years. They also debate the identity of Qualcomm's unnamed hyperscaler customer and why its robotics opportunity may be flying under the radar. (The Decode) OpenAI and Broadcom Unveil Jalapeño, OpenAI's First Custom Chip: A photo of Sam Altman and Hock Tan holding a wafer and packaged die kicked off OpenAI's reveal of Jalapeño, a custom inference chip built with Broadcom and slated for late-2026 deployment. The chip reached tape-out in roughly nine months, which is an aggressive cycle for an ASIC of this size, and uses HBM3E memory. Pat takes a victory lap on his long-standing heterogeneous compute thesis: every hyperscaler and now every model lab is building accelerators, and the XPU efficiency argument has played out as predicted. Dan frames OpenAI's broader move as existential: they cannot serve frontier models at premium margins if compute remains constrained. He flags that OpenAI is trying to do everything from chips and fabs to social networks and browsers, and that its IPO is now delayed. (The Decode) Anthropic and Micron Sign a Strategic Multi-Year Memory Agreement: Anthropic and Micron announced a multi-year supply agreement for HBM, DRAM, and SSDs, including co-designed next-generation memory for AI workloads, along with a strategic investment by Anthropic in Micron. The pattern mirrors Samsung and SK Hynix's pre-funding Anthropic in May, and follows OpenAI's Jalapeño as another frontier lab moving to lock in supply chain control. Dan frames it as the same circular financing playbook NVIDIA ran two to three years ago, but with the ball now in the memory triopoly's court. Pricing-floor agreements with no ceilings, customized rather than commoditized memory architecture, and demand running well past the previously assumed 2027-2028 horizon. Pat notes that the rumored 14% free cash flow margin at Anthropic makes the strategic investment math work cleanly for both sides. (The Decode) SpaceX Signs $6.3B Compute Deal with Reflection AI: SpaceX inked a $6.3B compute lease with open-source AI lab Reflection AI, at $150M per month from July 2026 through 2029, giving Reflection access to NVIDIA GB300 chips inside the Colossus infrastructure. Combined with the $920M-per-month Google compute contract and existing xAI commitments, SpaceX now has a contracted backlog larger than most public AI startups' entire revenue base, with some calling it the largest commercial AI infrastructure provider at $80B in contracted revenue. Pat reads it as XAI failing to land with developers, consumers, or enterprises, leaving SpaceX with a pot of gold worth far more as wholesale capacity than as XAI's own training compute. Dan flags that Google owning 7% of SpaceX ahead of an IPO is not accidental, and the open question is whether this becomes a Nebius-style infrastructure trade or a full-stack Google-equivalent platform. (The Decode) Japan's Agentic Orchestrator Sakana AI Ships Fugu Plus and Fugu Ultra: Japan's Sakana AI released Fugu Plus and Fugu Ultra, an agentic orchestrator built on a multi-agent MOE approach that routes workloads across multiple underlying models rather than training a new frontier base model. Sakana claims agentic capabilities on par with or better than top frontier models at significantly lower input/output token costs, similar to the DeepSeek and GLM cost-undercut narrative. Pat compares the architecture to OpenRouter and notes the developer-facing parallel to Perplexity Computer's model-routing approach. Both agree that models themselves are no longer moats, and suggests the real moat is the harness, tooling, connectivity, looping, agentic stack, and total compute availability. Expect more sovereign agentic plays from Japan, the Middle East, and elsewhere on the same template. (The Decode) The Flip — Is the Era of Memory as a Commodity Over? Daniel takes the FOR side: memory has moved from commodity to strategic AI infrastructure, citing 16 multi-year agreements covering $22B in committed volume booked through 2027, 84.9% gross margins higher than NVIDIA's, the technology barriers of HBM yield/stacking/packaging that only three companies can clear, and demand drivers tied to HBM as the binding constraint on every AI accelerator rather than to elastic consumer cycles. Patrick takes the AGAINST side: long-term agreements and SCAs signal a commodity in a strong cycle, not a structural rerating; nearly every relevant memory standard — DDR5, MRDIMM, HBM3/3E/4, LPDDR5X/6, GDDR6/7, LPCAM2 — is JEDEC-standard and therefore commodity at the pin; and CXMT's China DDR5 production ramps in 2H 2026 with Lenovo already shipping and HP and Dell qualifying. Custom HBM4 and Qualcomm-style HBC are where strategic memory genuinely lives. (The Flip) NVIDIA's $25B Investment-Grade Bond Offering: NVIDIA priced a $25B multi-tranche bond offering on June 15, its first investment-grade debt sale since 2021, with seven tranches maturing between 2028 and 2056 and $85B in orders against an initial $20B target. Dan reads it as raising when capital is cheap, and oversubscription is real. NVIDIA doesn't need the money, it has a gold balance sheet, and is establishing a credit benchmark rather than funding CapEx. Pat agrees the optics are clean, but flags the irony of NVIDIA, with negative debt, borrowing while the stock trades like dead money at a sub-20x forward P/E. Both note that NVIDIA's underperformance reflects the market's skepticism on memory-as-strategic and on NVIDIA's own capex pace relative to the buildout opportunity ahead. (Bulls & Bears) Tim Cook Calls Apple's Memory Crunch Price Raises on MacBook and iPad "Unsustainable": Apple announced MacBook and iPad price increases of up to $300, with Tim Cook telling the WSJ the memory cost environment is unsustainable. AAPL fell ~5% on the news, the broader rally was momentarily wiped out before Micron held the gains by close. Dan frames it as a moment when the market saw who is going to pay for the AI buildout: the consumer. He notes Apple's pricing power and inelasticity test is now live. Pat traces the backstory to Apple's negative-margin pricing pressure on Micron during the 2022-2023 memory downturn. The question is whether consumer-price blowback will eventually flow back to the memory vendors. (Bulls & Bears) Micron Blows the Doors Off Fiscal Q3 — $41.46B Revenue, 84.9% Gross Margin: The memory story continues as Micron reported its largest beat in company history with fiscal Q3 revenue of $41.46B versus a $35.69B consensus, EPS of $25.11, year-over-year growth of more than 340%, and a record 84.9% gross margin that is roughly 10 points above NVIDIA's. Q4 guidance came in at a $50B midpoint against a $43B consensus. The 16 multi-year strategic customer agreements add up to $22B in committed volume, with most contracts containing pricing floors but no ceilings on most of the volume — a structurally asymmetric setup. Pat notes 95% of the beat came from price, not units, which reinforces his commodity argument; Dan flips it as the early innings of an NVIDIA-style run that puts Micron's 2027 profit on par with Google. (Bulls & Bears) Cerebras' First Earnings Report Since IPO — Revenue Doubles, Margins Compress: Cerebras (CBRS) reported its first earnings as a public company, doubling year-over-year revenue and beating the top line while missing EPS, but the stock sold off hard amid gross margin deterioration. Core revenue came in at $191M, up 12% sequentially, with a $194M Q2 guide that is essentially flat, core gross margins at 47% guiding to 36-38% and 38-41% for the year, and operating margins flipping from positive 2% to a guided -30% to -32%. Customer concentration is shifting from Core42 and G42 (86% of FY25 revenue) to OpenAI, which loaned Cerebras $1B and gets paid quarterly in warrants. Pat flags that Cerebras' uncontested speed claim is no longer uncontested with Groq, TPU v8i, and Tenstorrent putting up real numbers. Cathie Wood is down 52% on her position. (Bulls & 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 Qualcomm Investor Day Lands the Data Center Pivot — Microsoft Deploying Qualcomm HBC XPUs in Azure (Per Satya Nadella) + Meta MOU on Three New Qualcomm Datacenter CPUs (Per Zuckerberg); $3.9B Modular Acquisition; Dragonfly Brand + AI200/AI250 Roadmap; HUMAIN 200MW Ramp; Qualcomm to Become Largest Automotive Silicon Company; Targets $3B Datacenter Revenue FY27, $35B by FY31 https://finance.yahoo.com/markets/stocks/articles/qualcomm-investor-day-detail-data-163247063.html OpenAI Begins Vertical Integration — First Custom Inference Chip "Jalapeño" Unveiled With Broadcom June 24 (Hock Tan: As Good as Blackwell + TPU; ~50% Cost Savings; Late-2026 Microsoft Deployment, 10GW Multi-Gen Roadmap); Daybreak Cyber Stack (June 22) Confirms the Platform Shift https://x.com/OpenAI/status/2069770172802773292 Frontier AI Labs Are Now Financing Their Own Supply Chains — Anthropic Locks In Multi-Year Micron HBM/DRAM/SSD Supply + Micron Becomes Series H Investor; Same Pattern as Samsung + SK hynix Pre-Funded Anthropic in May; $965B Post-Money, $47B Revenue Run-Rate, October IPO Target https://investors.micron.com/news-releases/news-release-details/micron-and-anthropic-announce-strategic-agreement-scale-next SpaceX Signs $6.3B Compute Deal With Reflection AI — $150M/Month July 2026 → End of 2029; NVIDIA GB300 + Colossus 2 Capacity; SpaceX Now Largest Commercial AI Infrastructure Provider With $80B+ Committed Compute Revenue Through 2029 https://finance.yahoo.com/technology/ai/articles/spacex-reportedly-grant-reflection-ai-162749237.html The Sovereign AI Stack Lands — Japan's Sakana Ships Fugu + Fugu Ultra Multi-Agent System (June 22) That Beats Opus 4.8, GPT-5.5, and Gemini 3.1 Pro on 10 of 11 Benchmarks; Designed Around US Export-Control Risk; Completes the Three-Bloc Sovereign-AI Map With Mistral Compute (Europe) + DeepSeek $7.4B (China) https://www.datacamp.com/blog/sakana-fugu The Flip Is the Era of Memory as a Commodity Over? FOR: Memory is now strategic AI infrastructure with multi-year supply lock-ins. The cycle dynamics that defined the last 30 years no longer apply. https://www.benzinga.com/markets/tech/26/06/60062500/micron-earnings-could-echo-nvidias-2023-moment-says-futurum-ceo AGAINST: Memory is cyclical and priced for perfection. This print is either step change or top of the cycle, and the second one is more likely. https://www.cnbc.com/2026/06/25/apple-macbook-ipad-price-hike-memory.html Bulls & Bears NVIDIA (NVDA) $25B Bond Sale Anchors the AI Debt-Finance Boom — First Bond Offering Since 2021; Joins Alphabet $80B, Amazon $27.5B, Meta $30B, Oracle Stack; Dan: "Locking In Cheap Capital While It Can" https://finance.yahoo.com/technology/ai/articles/nvidia-record-us-25-billion-131039687.html Apple (AAPL) Falls −5%+ Thursday June 25 on Confirmed MacBook + iPad Price Hikes — Tim Cook RAM "Unsustainable" Comment Lands as Real Price Action; Apple Hikes Erase Micron-Driven Tech Rally Mid-Session; Memory Beneficiaries (SanDisk, Micron) Surge; Analysts "Mostly Nonplussed" https://tickerspark.ai/market/apple-inc-aapl-drops-5-3-as-price-hikes-spook-investors-1782399950638 Micron (MU) Q3 FY26 ACTUALS — Largest Beat in Company History; Revenue $41.46B (+346% YoY) Crushes $35.69B Consensus; Non-GAAP EPS $25.11 (+1,215% YoY) Beats $20.49; Record 84.9% Gross Margin (Higher Than NVIDIA); Q4 Guide $50B Midpoint vs $43B Consensus; Stock +18-19% Overnight to $1,242 https://www.nasdaq.com/articles/nvda-who-micron-blows-doors-q3-earnings-revs Cerebras Systems (CBRS) Q1 ACTUALS — First Earnings Post-IPO; Revenue $193.4M Nearly Doubled YoY; 2026 Guide $855-$865M Beats $824M; BUT Gross Margins Forecast 38-41% (Down From 45% Q1, Half of NVIDIA + Micron); Stock −20% AH on Margin Compression; Sets Up Inference-Tier Margin Debate https://investors.cerebras.ai/news-releases/news-release-details/cerebras-systems-announces-strong-first-quarter-2026-results
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Qualcomm and Mobileye‘s differing robotaxi strategies, NHTSA removing the physical brake requirement for autonomous vehicles and the New York State Legislature failing to advance an autonomous driving bill.As Congress moves on the Build America 250 Act to legalize autonomous trucking and advances a national framework for autonomous vehicles, Grayson and Walt note that federal action could preempt the hostile policies blocking deployment in New York, New Jersey and Massachusetts.On the robotaxi side of the business, Mobileye signaled it wants to own and operate a fleet, a press release Grayson flagged for having no city permits and no SEC trail. Walt likened the pivot to BlackBerry building its own product to validate the technology, while Qualcomm took the opposite path at its Investor Day, positioning the company as a low-cost autonomous driving solutions provider that will only supply the Snapdragon automotive platform to enable OEMs to scale their businesses as Qualcomm's automotive business climbs toward $10 billion by fiscal 2029.Before segueing into the Foreign Autonomy Desk, Grayson and Walt debate Tesla's robotaxi turning one year old still short of 100 cars in Austin, Uber's week of deals and Waymo pausing service around a World Cup stadium, on highways and in some cases heavy rain, leading the hosts to wonder if there is a sensor issue.On the Foreign Autonomy Desk, China's Autonomous Belt and Road Initiative continues to accelerate across the globe with Pony.ai launching commercial service in Singapore, Baidu partnering with Swiss Post and WeRide and Uber preparing to launch commercial service in Switzerland.Episode Chapters0:00 Back from Hiatus01:46 New York Continues to Be Hostile to Autonomous Vehicles 05:07 Uber Continues Global Robotaxi Expansion 06:56 The Rise of Non-Binding MOUs10:28 Waymo Opens Nashville Market12:16 Waymo's On-Going Sensor Issues 14:53 Tesla Robotaxi One-Year Launch Anniversary16:12 Mobileye's Robotaxi Fleet Ambitions21:04 Qualcomm's Growing Automotive Business28:50 May Mobility's European Expansion35:36 China's Autonomous Belt and Road Initiative Continues 36:47 Zoox Design Update38:27 Nvidia's Neibus Investment41:20 The Road to Autonomy Indices Launch43:58 Next WeekFollow The Road to Autonomy Indices --------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, indices and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über eine milliardenschwere Übernahme von Merck, einen verhängnisvollen Preissprung bei Apple-Geräten und die 2000-Prozent-Rallye von SanDisk. Außerdem geht es um Amazon, Alphabet, Meta Platforms, Micron Technology, Samsung Electronics, SK Hynix, Qualcomm, Corning, Lockheed Martin, Allianz, Fresenius Medical Care, DHL Group, Merck KGaA, Bio-Techne, Bayer, Rheinmetall und Alibaba. Abonniert unter diesem Link den neuen „Cashburners: Die Lilium-Story“-Podcast von Gründerszene.https://open.spotify.com/show/0I11ZJnhbqX6o9TQb3c1X6 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate und auf der hauseigenen European Investor Exchange, die genau auf Privatanleger zugeschnitten ist. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Bayer springt 20% nach Glyphosat-Urteil. Merck kauft Bio-Techne für 11 Mrd. $. Micron legt zu. Qualcomm liefert an Meta. Apple hebt Preise um 20%. Polestar fliegt aus den USA. VW verkauft Motorensparte. XPEL (WKN: A2PN36) war mal eine 100.000% Aktie. Jetzt stagniert das Wachstum, die Marge soll sich aber bis 2028 verdoppeln. Kommt das Comeback beim Lackschutzfolien-König? Medtronic (WKN: A14M2J) meldet das stärkste Wachstum seit zehn Jahren. Die Herz-Ablation boomt, der OP-Roboter Hugo greift Intuitive Surgical an. 3,5% Dividendenrendite bei einem KGV von 14. Diesen Podcast vom 26.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices
If it wasn't apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Department of Energy announced a new financing deal that will encourage the development of 10 new nuclear reactors in the U.S. Matt, Jon, and Tyler break down what this means and whether the companies in the industry will see big gains from it. Plus, Qualcom's investor day, IBMs breakthrough chip design, and investing in energyTyler Crowe, Matt Frankel, and Jon Quast discuss:- Qualcomm announced it wants to join the AI party- Where will Qualcomm's new chips come from?- IBM's new less-than-nanometer chip design- Nuclear power's getting even more government help- Mailbag: Where to invest in energy as a young investorCompanies discussed: QCOM, AAPL, SSNLF, IBM, NVDA, GOOG, INTC, CCJ, BEP, BAM, CEG, GEV, PWR, FSLR, NEE, VSTHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
After New York's primaries, House Minority Leader Hakeem Jeffries (D-NY) discusses the future of the Democratic Party in a midterm election year. Plus, Zynga founder and Reinvent Capital partner Mark Pincus has written a book, “Life at the Speed of Play.” Pincus discusses his thesis of how to build successful products from good ideas, as well as his investments in SpaceX and Anthropic. Pincus is still waiting for the “technology treasure” invention of the AI age. Plus, CNBC's Kristina Partsinevelos explains the surge in Qualcomm and Micron shares. Kristina Partsinevelos - 8:41 Mark Pincus - 19:08 House Minority Leader Hakeem Jeffries - 36:40 In this episode: Hakeem Jeffries, @RepJeffries Kristina Partsinevelos, @KristinaParts Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin 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.
Carl Quintanilla, David Faber and Michael Santoli led off the show with tech and the AI Trade: Shares of Micron soared after the memory chip maker posted a blowout quarter. Apple announced it is hiking prices on MacBooks and iPads due to the memory chip crunch. Shares of the iPhone maker fell sharply, helping to drag the Nasdaq into negative territory in Thursday's trading and erasing the optimism sparked by Micron. Core PCE — the Fed's preferred inflation gauge — rose in May to year-on-year levels not seen since 2023. Also in focus: Qualcomm surges, oil prices fall to fresh pre-Iran war lows, a JPMorgan Chase executive seen a potential successor to CEO Jamie Dimon is leaving the bank, Anthropic vs. Alibaba, all things SpaceX. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
US equity futures are firmer, Asian markets are mixed, and European equities are also trading higher. Markets are being driven by renewed optimism around the AI and memory cycle following strong guidance from Micron and upgraded outlooks from Qualcomm. At the same time, weaker oil prices are easing pressure on rates and contributing to expectations of a slower pace of central bank tightening, although policymakers continue to signal a cautious stance with risks around inflation still present.Companies Mentioned: Meta, MetLife, EasyJet
Akash Palkhiwala, CFO and COO of Qualcomm (QCOM), talks about how the company's AI data center pivot serves as a key inflection point. Qualcomm named Meta Platforms (META) and Microsoft (MSFT) as early customers in the AI infrastructure buildout. Akash believes the company is primed to take significant market share in what he calls a "trillion-dollar market." He adds how Qualcomm's deeper push into the AI buildout affects its legacy businesses like devices and automotive. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die Umsatz-Vervierfachung von Micron, schwere Vorwürfe gegen Alibaba und die Rettung einer Meme-Aktie. Außerdem geht es um Nvidia, United Airlines, Expedia, Booking Holdings, Wendy's, Alphabet, Verizon, Qualcomm, Cerebras Systems, Rheinmetall, TKMS, JPMorgan Chase, ExxonMobil, Johnson & Johnson, AbbVie, UnitedHealth Group, Chevron, HSBC, Applied Materials, Apple, Cisco Systems, Samsung Electro-Mechanics, Samsung Electronics, Vanguard FTSE All-World High Dividend Yield (WKN: A2PLTB), FTSE All-World (WKN: A2PKXG), iShares MSCI World Quality Dividend Advanced (WKN: A2P3WJ), iShares Core MSCI World (WKN: A0RPWH), iShares Euro Stoxx Select Dividend 30 (WKN: A2QP38), Fidelity Emerging Markets Quality Income (WKN: A2DWQW) und WisdomTree Megatrends ETF (WKN: A3EYCN). Und mit dem Code „AAAFRIENDS“ spart ihr jetzt 50 Prozent auf Eure Tickets beim Finance Summit am 2. Oktober – aber nur unter diesem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
In this episode, we break down Valve's hardware evolution from the original Steam Machine failures and the growth of SteamOS to the cutting-edge future of PC VR streaming and next-gen AR. Most tech enthusiasts are stuck in the same dilemma: is the new Steam Machine and Steam Frame worth your investment? Even Valve's insiders admit the current hardware isn't designed for mainstream gaming—it's more of a collector's toy for the hardcore. Yet, beneath the surface of doubts and delays lies a seismic shift that's shaping the future of VR and AR, with some astonishing breakthroughs on the horizon.You'll discover why Valve is more interested in pushing the boundaries of form factor and software support than in immediate sales figures. We explore how the current tech can handle VR titles like Half-Life Alyx and why streaming VR might soon become a smoother experience—if only the streaming stack gets more polish.We break down the real game-changers coming in the hardware space, including Samsung's revolutionary micro OLED displays capable of 40,000 nits brightness—an order of magnitude brighter than current VR headsets. Plus, what does that mean for the future of ultra-light mixed reality glasses? You'll learn how industry giants like Meta, Snap, and Qualcomm are racing to create sleek, powerful AR glasses that might finally break through the bulky barrier—if only they can solve fundamental issues like form factor, eye tracking, and power efficiency.Why does all this matter? Because the next decade could see AR and VR become seamlessly intertwined with daily life—blurring boundaries between virtual and real worlds. Missing out on these breakthroughs now means playing catch-up later, when technology finally matures and becomes accessible for mass adoption.Perfect for tech visionaries, VR enthusiasts, and anyone eager to understand the next big leap in immersive tech, this episode connects the dots between hardware hurdles, industry rumors, and groundbreaking innovations. Whether you're contemplating your next headset or just fascinated by the future of digital interfaces, this conversation offers the essential insights you need to stay ahead. Don't miss out—tech's bright future is just around the corner.In this episode, we dive deep into:•The Steam Machine vs. Steam Frame Strategy: How Valve is using SteamOS to fix past hardware mistakes and expand beyond traditional gaming.•PC VR Streaming & Performance: The current reality of streaming heavy VR titles like Half-Life: Alyx and the massive potential of UE VR mods.•The 40,000 Nits Breakthrough: Why Samsung's ultra-bright micro OLED displays change everything for VR/AR clarity and outdoor mixed reality.•The AR Glasses Race: How Meta, Snap, and Qualcomm are tackling waveguide tech, eye tracking, and form-factor miniaturization to eliminate the compute puck.#SteamFrame #VR #Valve #augmentedreality #steammachine
"Qualcomm (QCOM) was an AI company before it was cool," says Olivier Blanchard, pointing to subtle ways the company has advanced its tech standing that markets missed. Now, he sees data center growth as the platform to Qualcomm's next leg higher. Olivier explains how the company fits with the transition of training AI models while maintaining its legacy automotive business. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Absturz des japanischen Yen, das Debakel von Volkswagen und den App-Store von Eli Lilly. Außerdem geht es um SK Hynix, Samsung Electronics, Sandisk, Micron Technology, Arm, Marvell, Lam Research, AMD, NXP Semiconductors, Intel, Qualcomm, ASML, Siemens Energy, Hochtief, Infineon, Suss Microtec, Aixtron, PVA Tepla, SAP, FedEx, Fortitude Mining, HeartSciences, Nvidia, Rocket Internet, Qiagen, Eckert & Ziegler, Grand City Properties, Gesco, Aroundtown, Adler Group, Ecopetrol, Grupo Cibest, Tecnoglass, Vossloh, Global X MSCI Colombia ETF (WKN: A2P29S). Und mit dem Code „AAAFRIENDS“ spart ihr jetzt 50 Prozent auf Eure Tickets beim Finance Summit am 2. Oktober – aber nur unter diesem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
The Technology Letter's Tiernan Ray says investors are finally taking profits on AI memory stocks like Micron (MU), SanDisk (SNDK), Western Digital (WDC), and Seagate (STX) among others after parabolic runs. He doesn't believe the trading action is problematic and instead sees investors rebalancing portfolios to find the next big tech trade. Tiernan then outlines his expectations on Qualcomm's (QCOM) upcoming investor day and Nvidia's (NVDA) shareholder meeting. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Norway is banning AI in elementary schools. Eminem's publisher is suing Meta. Sony releasing games on PC was a success. Microsoft is cleaning up Windows 11 and partnering with Affintiy. Qualcomm details Linux improvements. SpaceX stock hit a high, then took a plunge. Android 17 might break your Pixel. Nothing cancels an upcoming CMF phone. OnePlus is selling an upgraded 15R in India. RedMagic announces a new gaming tablet. And were you wanting to buy a Samsung VR headset in the UK? Let's get our tech week started off RIGHT! -- Show notes and links https://somegadgetguy.com/b/4eC Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.
The new smart glasses from Snap look like an impressive bit of technology, and some of the most advanced glasses we've seen. But Nilay and David start the show by wondering, does that matter if nobody wants to put them on? What would it take to overcome the ear-smashing? After that, they discuss the reasons for (and problems awaiting) Fox's acquisition of Roku, the latest updates from Matter, Facebook's wild AI Mode, and more. Further reading: Snap is finally about to ship AR glasses — and they cost a fortune Snap Unveils Specs Smart Glasses at AWE 2026 From CNBC: Snap CEO Evan Spiegel on new AR Specs: New opportunity to bring computing to the world around you Qualcomm's latest chip hints that more powerful smart glasses could be on the way The Microsoft Surface Laptop 8 and Surface Pro 12 now come with Snapdragon X2 chips Commodore's Callback 8020 is a retro flip phone with modern ideals Google's first smart speaker in six years arrives next week Fox is buying Roku Fox wants to take over your TV — and the tech inside it Netflix was reportedly worried about antitrust scrutiny if it bought Roku instead of Fox. Fox is taking over Roku City How Stephen Colbert's Replacement Is Helping Tank the Rest of CBS Will Matter finally be able to do what it should have always done? | The Verge Thread Direct looks to solve Matter's biggest setup headache | The Verge Half a billion people are using Threads every month Facebook's new AI Mode search gets its info from public posts Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. (Timestamps are approximate.) 00:01:00 Intro 00:02:00 Snap Specs revealed 00:06:00 Snap software advantage 00:08:00 Price comfort reality check 00:10:00 True AR breakthrough 00:15:00 Demos vs daily life 00:21:00 Privacy and moderation risks 00:27:00 Fox buys Roku why 00:29:00 Distribution is power 00:33:00 Roku neutrality ends 00:37:00 Roku Lock-In Debate 00:41:00 Piracy Exit Ramp 00:42:00 Tubi Meets Roku Channel 00:46:00 Go90 Scale Rankings 00:52:00 Distribution Matters CBS 00:57:00 Hype Desk Movies 01:03:00 Knicks Laptop Festival 01:06:00 Brendan Carr Is A Dummy 01:10:00 Radio Ownership Waivers 01:12:00 Threads User Numbers 01:16:00 Meta AI Mode Risks 01:19:00 Matter Joint Fabric 01:28:00 Wrap Up and Plugs Learn more about your ad choices. Visit podcastchoices.com/adchoices
Its first new smart speaker in six years is smart. Plus, Qualcomm wants to be the chip in every wearable. And turns out people don't react well to you saying your product has AI.Starring Tom Merritt and Sarah Lane.Links to stories discussed in this episode can be found here. Hosted on Acast. See acast.com/privacy for more information.
Welcome, Massimo Banzi of SuperModerno and co-founder of Arduino Introduction and SuperModerno: Massimo introduces himself as a “friendly nerd” and discusses his new project, SuperModerno The project aims to explain the “behind the scenes” of technology to prevent people from becoming “slaves to the platform” The History of Technology: Massimo expresses his passion for technology’s history, emphasizing non-American innovators to show Europeans they can also lead in technology, citing the UK-based origins of the Arm processor The Legacy of Olivetti: He highlights Olivetti (founded in 1908), which moved from typewriters to creating the Programma 101, the first desktop computer used by NASA to compute orbits for the Apollo program Design as a Differentiator: Olivetti was the first tech company to apply design to everything (products, posters, and architecture) This inspired Massimo's concept of the “invisible touch”, the idea that consistent, intentional design creates a unique connection with users and gives a company a competitive edge The Interaction Design Institute Ivrea (IDII): Massimo’s path led him to IDII, located in the former Olivetti research building, where he transitioned from a two-week sabbatical to a four-year stay Learning by Making: To help students with no electronics background, Massimo drew on how he learned as a seven-year-old (“learning by making”) to remove the friction of interacting with technology The Founding Team: He met Tom Igoe (ITP) and David Cuartielles, and they realized students were afraid to be creative because they feared “blowing up” expensive tools like the Basic Stamp The “Pizza and a Beer” Price Point: Massimo aimed for a hardware cost of 20 Euros, roughly what a student would spend on a pizza and a beer, to encourage experimentation Building the Platform: Along with David Mellis, the team adapted Processing (a language for artists) by “surgically” replacing Java with C++ to create the Arduino IDE Ivrea Manufacturing: Leveraging the industrial base of Ivrea and Torino (the “Detroit of Italy”), Massimo was able to find local PCB manufacturers and assemblers just a short drive away From Hacking to AVR: Massimo's early work involved hacking satellite TV PIC chips for soccer fans, but mentor Bill Verplank encouraged him to use AVR microcontrollers because they could be programmed simply in C Enabling Creators: Massimo shares stories of how Arduino enabled others, such as Josef Prusa, who started with Arduino as a teenager before building his global open-source 3D printer company The Innovation of Simplicity: Massimo argues that Arduino’s true innovation is the user experience This is measured by the “Time to First Blink”, the goal for a user to go from downloading software to blinking an LED in five minutes Standardization and “The Core”: Arduino became an ad-hoc standard by providing a compatibility layer across different microcontrollers Massimo believes in having a “small slice of a really large pie” by allowing other architectures to work within the ecosystem Hardware Architecture and the “Lasagna”: Inspired by the PC104 format, the board uses a layered approach where modules stack like a lasagna The “Shield of a King”: The name Arduino comes from King Arduino of Ivrea; David Cuartielles suggested that since the board was named after a king, the add-on modules should be called “Shields” Hardware Design Choices: The board fits a credit card size (to stay within the free version of Eagle software) and is blue because that color was thought to be less tiring for workers’ eyes Happy Accidents: The unique shape was chosen to be “ourselves instead of everyone else” During the design process, Massimo inadvertently moved a connector by half a step, creating an offset header that they kept for consistency after the first few thousand were made The Discovery of Auto-Reset: During a workshop in Germany, Massimo solved the frustration of manual resets by soldering a capacitor to the DTR pin, allowing the software to trigger the reset automatically The US Market and Legal Battles: Tom Igoe's adoption of Arduino at NYU helped the US become the project’s single biggest market This growth led to a difficult legal battle for control of the brand against a former partner Support from Arm: Massimo credits Arm Ltd (and CEO Simon Segars) for providing the strategic support that allowed the founders to regain control of the company. Massimo believes this is the first time he has talked about the role of Arm in the difficult legal process. Industrial and AI Expansion: Partnerships with Intel and Microsoft (Windows 10 IoT) led to early forays into TinyML (AI on small boards) back in 2017 The Qualcomm Acquisition: In October 2025, Qualcomm acquired Arduino, which Massimo sees as essential for bringing “advanced silicon” into the family to handle the increasing complexity of technology The “Arduino Formula” and Layering: Massimo views Arduino as a formula for simplification that can be applied to anything, including complex Linux machines like the Uno Q This is achieved by building in layers, where beginners use high-level abstractions and experts can “strip away” layers to reach the bare metal The Future Vision: Massimo looks forward to the “Arduino Formula” being applied to new fields, stating he is waiting for someone to develop an “Arduino for biology” using CRISPR and DNA technology
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
Former Federal Reserve Governor Stephen Miran joins Squawk on the Street to discuss the economic outlook ahead of Fed Chair Kevin Warsh's first policy meeting as chair, as investors look for clues on the path of interest rates and inflation. Plus, oil prices react to reports of a potential Middle East peace deal, reshaping expectations for global energy markets. And Qualcomm lays out the company's AI device roadmap, discusses the future of on-device intelligence, and weighs whether acquisitions could accelerate Qualcomm's growth. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
NASCAR is coming to San Diego, and this special episode breaks down everything fans need to know ahead of the historic event. Scott Kaplan is joined by Qualcomm EVP Don McGuire and NASCAR San Diego President Amy Lupo to discuss how one of motorsports' biggest events is making its way to Southern California. They cover the vision behind the race, the partnership with Qualcomm, what the event means for San Diego, the expected economic impact, and what fans can expect when NASCAR arrives in the region.
The back episodes finally make it online, this is number 3 in a series of episodes that did not get posted, but are now!Brett is out (which is why these didn't get posted) - but the show is very fine, up to our usual standards. Computex hits (and misses), the 5800X3D comeback, our RX 9070 GRE review, the ZimaCube 2 Pro and even a VS Code zero day and ZeroSpace gaming! Enjoy!Timestamps:0:00 Intro1:09 Patreon1:38 Food with Josh (or not)3:38 Computex highlights begin - AMD was busy6:47 Ryzen 7 5800X3D returns8:57 Reviewing the RX 9070 GRE (and extended pricing discussion)22:57 NVIDIA at Computex34:00 Intel wants to build back their reputation36:36 Noctua at Computex40:11 Corsair's announcements include a pretty sweet looking case46:32 RIP 24-pin ATX connector as everything shrinks49:52 Qualcomm has potentially gone insane with the 6G stuff58:43 MSI has world's first triple mode QD-OLED gaming monitor1:01:02 A very fast NAS (just don't try to buy big HDDs right now)1:06:43 (In)Security Corner1:13:55 Gaming Quick Hit1:19:52 Picks of the Week1:32:55 Outro ★ Support this podcast on Patreon ★
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