An interview with analyst Benedict Evans on the role of productization in AI adoption, an AI bubble, OpenAI, comparing Nvidia and Sun Microsystems, and more
The Circuit on YouTube : X: @hobie_tweets , @howardlindzon , @buccocapital , and @benbajarin X: Hobie / @hobie_tweets : This is correct. Them not winning Apple, and they getting out-executed by Anthr...
An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more
In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions. X: @hobie_tweets , @howard...
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Overly simplistic take...
Anthropic's employees self-report using Claude in 60% of their work, most for debugging and code understanding, achieving a 50% productivity boost, and more
What Traders Should Watch Jeremy Kahn / Fortune : How Anthropic's safety first approach won over big business—and how its own engineers are using its Claude AI X: @anthropicai : How is AI changing wor...
Inside Intel's 700-acre Fab 52 in the Arizona desert, which cost $32B and is starting large-scale 18A chip production, as the company seeks to impress customers
the Arizona mega foundry building the future of 2nm chips Ian King / Bloomberg : Over three days in Arizona, Intel executives repeatedly asserted that its 18A process is the most advanced chip product...
Apple unveils the $249 AirPods Pro 3, with a new design, 2x the Pro 2's ANC performance, a heart rate sensor, and live translation, shipping from September 19
here's how to get yours today Taimur Asad / Redmond Pie : AirPods Pro 3 Vs AirPods Pro 2 Battery Life Comparison Brittany Vincent / Mashable : Preorder your AirPods Pro 3 at Apple and get personalized...
Apple announces the iPhone Air, with eSIM-only worldwide, a 5.6mm design, an A19 Pro chip, an N1 chip for Wi-Fi and Bluetooth, and a Center Stage front camera
a great choice. Gonna be hard to pick one over the other. [image] @ijustine : New iPhone 17 Air is soooo thin, wow. Feels like the first MacBook Air announcement.. #AppleEvent ... Max Weinbach / @max...
Apple unveils iPhone 17 Pro and Pro Max, with an aluminum unibody design, vapor chamber thermal management, Ceramic Shield 2 glass, and three 48MP rear cameras
in hindsight — unwise move to titanium with the iPhone 15 Pro and fixing the overheating issues of the past two models. Marques Brownlee / @mkbhd : No black pro phone is killing me 🫠 @intogalaxyy : It...
Source: Nvidia agreed to rent 10K of its own AI chips from Lambda for $1.3B over four years, the latest example of Nvidia's circular financial arrangements
18,000 GPUs will be leased over 4 years, as Lambda gears up for its IPO Martin Peers / The Information : Nvidia's Chip Round-Trip Deals Rebecca Szkutak / TechCrunch : Cloud provider Lambda may be gear...
Sources: Apple is in talks with Google about using Gemini to power a revamped Siri; Google has started training a model that could run on Apple's servers
new Siri has three personalities. One is Claude, one is ChatGPT, the other is Gemini. — problem solved. or perhaps you just built Perplexity 😅 [embedded post] Cam / @camsavage00 : insane that Goog...