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John Ternus says Apple doesn't “want to ship AI for AI's sake” and that Tim Cook is “available to help wherever I ask” on policy; Ternus has yet to meet Trump — Apple doesn't need fixing, and it doesn't want drama. Its new leader is a “product guy” who bleeds six colors.
Sources: Meta built a prototype humanoid robot with Chinese firm Fourier in three months and is building a second; Meta says it has no plans to sell these units — Meta Platforms has built a prototype humanoid with Chinese robotics company Fourier and is already working on a second version …
Researchers are paid $5K for reporting a bug to OpenAI that would let attackers run code in logged-in sessions of all who opened the hacker's ChatGPT share link — A malicious ChatGPT share link could run an attacker's code in the logged-in session of anyone who opened it …
Sources: neoclouds CoreWeave, Nebius, and Nscale have effectively been shut out of the bond market in recent weeks as lenders and investors demand tougher terms — Lenders and investors are getting choosier about their bets and demanding stricter terms, as the AI build-out enters a new phase
S&P downgraded Meta's outlook from stable to negative, citing high capex and negative free cash flow; META fell 15% in October, its worst month in four years — Meta's outlook has been revised downward by S&P Global Ratings on concerns surrounding cash flow and AI spending.
As AI models commoditize, lasting wealth will accrue to those controlling chokepoints like distribution, payment rails, and a stablecoin dollar, not to the labs — Scarce, controllable positions of Economic Power whose holders durably capture the gains of Increasingly Capable and diffused…
When talking about local inference, Sam Altman says supply-constrained DRAM is better used in data centers than sitting in PCs and “being used 5% of the time” — With data centers full of RAM, your PC is apparently the problem. … OpenAI CEO Sam Altman has data centers full of memory …
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