Meta’s earnings were fine, but it’s what Zuck warned about spending that has Wall Street nervous. Sub 2nm chips are on their way. An AI startup has a big new raise after its big raise just a month ago. Google Meet lets you jump devices. And the first reviews of the Rabbit R1 are out.

Links:

• Zuckerberg Asks for Patience as Meta’s AI Push Spooks Market (Bloomberg)
• Zuckerberg says it will take Meta years to make money from generative AI (The Verge)
• TSMC aims to produce ultra-advanced 1.6-nm chips by 2026 (NikkeiAsia)
• Six-Month-Old AI Coding Startup Valued at $2 Billion by Founders Fund (The Information)
• Google Meet will let you transfer calls between web and phone with ‘Switch here’ (9to5Google)
• A morning with the Rabbit R1: a fun, funky, unfinished AI gadget (The Verge)
• r1-hands-on-already-more-fun-and-accessible-than-the-humane-ai-pin-163622560.html">Rabbit R1 hands-on: Already more fun and accessible than the Humane AI Pin (Engadget)
• Rabbit’s R1 is a little AI gadget that grows on you (TechCrunch)

First Ones videos on YouTube

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The TikTok divestment bill has probably already been signed into law. What happens now? What are the legal arguments that this thing can stick? What about things like, you know, the First Amendment? Also, ads in Windows? Time to take Meta’s RayBan smartglasses seriously? And what it’s like to use AI inside of Instagram.

Links:

• Senate passes TikTok ban bill, sending it to President Biden’s desk (The Verge)
• TikTok Ban Looms With Biden Poised to Start 270-Day Countdown (Bloomberg)
• How the TikTok ban could survive a court challenge (Platformer)
• Windows 11 Start menu ads are now rolling out to everyone (The Verge)
• The Ray-Ban Meta Smart Glasses get video calling, Apple Music, and a new style (The Verge)
• ai-facebook-instagram-chatbot.html?unlocked_article_code=1.m00.mkuO.Wzo7ukfzI6lA&smid=url-share">Meta’s A.I. Assistant Is Fun to Use, but It Can’t Be Trusted (NYTimes)

"First Ones" YouTube Videos

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Microsoft has launched new lightweight AI models. Perplexity has a big new raise. Meta wants other people to build Quest headsets. Another reason Apple needs to find new revenue. And if Congress really is going to ban TikTok, are they ever going to tell us exactly why?

Links:

• Microsoft launches Phi-3, its smallest AI model yet (The Verge)
• Meta Expands Its Mixed Reality Beyond the Quest Headsets (CNET)
• Meta wants to be the Microsoft of headsets (The Verge)
• China Smartphone Sales Remain in Black on Huawei, HONOR, Xiaomi Outperformance (Counterpoint)
• AI Search Startup Perplexity Valued at $1 Billion in Funding Round (Bloomberg)
• Adobe’s new Firefly model makes it easier to use Photoshop’s AI tools (The Verge)
• If TikTok Is Such a Threat, Show Us the Receipts (Bloomberg)

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I know we’ve said this before, but TikTok really seems on the brink this time. What the heck is going on with Tesla? Tinder wants you to share your date. Streamers want you to stop dating around and playing the field. An open-source smarthome standard. And again, do we really need standalone AI devices when we already have smartphones?

Links:

• TikTok ‘ban’ passes in the House again, moving to the Senate in foreign aid package (The Verge)
• Tesla lowers price of ‘Full Self-Driving’ to $8,000, down from $12,000 (Electrek)
• Tinder gets a ‘Share My Date’ feature for users to send date plans to their curious friends (TechCrunch)
• subscription-jumping.html?unlocked_article_code=1.mE0.gkYN.ZVETPZsd24_K&smid=url-share">Americans’ New TV Habit: Subscribe. Watch. Cancel. Repeat. (NYTimes)
• The little smart home platform that could (The Verge)
• The future of AI gadgets is just phones (The Verge)

Space Ghost Coast To Coast Marathon

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Meta released Llama 3 yesterday, and some of the moves they made have made be consider if Zuck could win these first AI wars. Is Zuck also getting aggressive in VR? Why Apple had to take down the WhatsApp and Threads apps in China. And, of course, the weekend longreads suggestions.

Links:

• Meta’s battle with ChatGPT begins now (The Verge)
• ai-assistant-push.html">Meta, in Its Biggest A.I. Push, Places Smart Assistants Across Its Apps (NYTimes)
• gives-the-quest-2-its-second-permanent-price-cut-in-four-months-184511096.html">Meta gives the Quest 2 its second permanent price cut in four months (Engadget)
• Cool or creepy? Microsoft's VASA-1 is a new AI model that turns photos into 'talking faces' (Tom's Guide)
• China Orders Apple to Remove Popular Messaging Apps (WSJ)

Weekend Longreads Suggestions:

• How Perfectly Can Reality Be Simulated? (The New Yorker)
• The Life and Death of Hollywood (Harper's Magazine)
• How Neopets’ nostalgic revival tripled users in six months (The Guardian)

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Google has fired 28 employees for political protests yesterday. A well-known coding school has been fined by the CFPB. Game emulators come to the iPhone. TikTok’s Instagram clone is rolling out. Has Sony perfecting Mini LED TVs? And the Atlas robot has been reborn in a new body!

Links:

• Google fires 28 employees after sit-in protest over Israel cloud contract (The Verge)
• Consumer Financial Protection Bureau fines BloomTech for false claims (TechCrunch)
• Third-party iPhone app store AltStore PAL is now live in Europe (The Verge)
• TikTok Notes starts rolling out as a new rival to Instagram (The Verge)
• US Air Force confirms first successful AI dogfight (The Verge)
• Sony might have perfected Mini LED TVs with its new 2024 lineup (The Verge)
• Boston Dynamics’ Atlas humanoid robot goes electric (TechCrunch)

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T-Mobile and Verizon employees are being offered bribes for SIM swaps. How much coding copilots have taken over. How much would you value Mistral or Cohere in the LLM race? How popular has Airchat gotten? How big has Amazon Prime gotten? And one of the original modern robots is being retired.

Links:

• T-Mobile, Verizon workers get texts offering $300 for SIM swaps (BleepingComputer)
• Microsoft’s AI Copilot Is Starting to Automate the Coding Industry (Bloomberg)
• Mistral, an OpenAI Rival in Europe, in Talks to Raise Capital at a $5 Billion Valuation (The Information)
• Invitation-Only Audio Social Network Is the Hot New App in Tech Circles (Bloomberg)
• Musk’s Starlink Cracks Down on Growing Black Market (WSJ)
• Amazon Prime Memberships in US Gain 8% to New High After Lull (Bloomberg)
• Atlas shrugged: Boston Dynamics retires its hydraulic humanoid robot (TechCrunch)

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Microsoft continues to spread its AI bets. Disney wants to bring back tv channels. YouTube is not gonna let you block ads. What did Humane get wrong with the AI Pin? And can Limitless do any better with its AI Pendant?

Sponsors:

• MackWeldon.com, promocode ride
• YahooFinance.com

Links:

• Microsoft to invest $1.5bn in Abu Dhabi AI group G42 (Financial Times)
• To Keep Viewers, Disney Plans a New Streaming Concept: Old-Style TV Channels (The Information)
• YouTube cracking down on third-party apps that block ads (9to5Google)
• YouTube Accounted for Nearly 10% of All TV Viewing in March, Nielsen Says (TheWrap)
• Oh the Humanity (Sandofsky.com)
• Limitless is a new AI tool for your meetings — and an all-hearing wearable gadget (The Verge)

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Really looks like high-end re-shoring of chip tech is happening, and happening soon. What if satellite telephony becomes a table-stakes smartphone feature? Get ready for the bitcoin halving. Does anyone have invites to Airchat? And get ready for 4TB, yes, TB, SD cards.

Sponsors:

• Shopify.com/ride
• ArcticWolf.com/techmeme

Links:

• Samsung boosts Joe Biden’s chipmaking ambitions with Texas plant upgrade (Financial Times)
• Exclusive: Google Pixel 9 series to get emergency satellite connectivity, new modem (Android Authority)
• Bitcoin ‘Halving’ Will Deal a $10 Billion Blow to Crypto Miners (Bloomberg)
• ChatGPT essay cheats are a menace to us all (Financial Times)
• Naval Ravikant’s Airchat is a social app built around talk, not text (TechCrunch)
• 4TB SD cards are arriving in 2025 for your cameras and laptops (The Verge)

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Really looks like high-end re-shoring of chip tech is happening, and happening soon. What if satellite telephony becomes a table-stakes smartphone feature? Get ready for the bitcoin halving. Does anyone have invites to Airchat? And get ready for 4TB, yes, TB, SD cards.

Sponsors:

• Shopify.com/ride
• ArcticWolf.com/techmeme

Links:

• Samsung boosts Joe Biden’s chipmaking ambitions with Texas plant upgrade (Financial Times)
• Exclusive: Google Pixel 9 series to get emergency satellite connectivity, new modem (Android Authority)
• Bitcoin ‘Halving’ Will Deal a $10 Billion Blow to Crypto Miners (Bloomberg)
• ChatGPT essay cheats are a menace to us all (Financial Times)
• Naval Ravikant’s Airchat is a social app built around talk, not text (TechCrunch)
• 4TB SD cards are arriving in 2025 for your cameras and laptops (The Verge)

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.