Wed. 07/31 – CapCut Ascendant

OpenAI is weighing legal action against Apple over a Siri integration it says fell far short. Cerebras opened at $350 in the largest US tech IPO since Uber. Mythos helped researchers crack macOS security, Anthropic restores OpenClaw access with Agent SDK credits, and 71% of Ameri ...  Show more

Google unveiled Googlebook, merging ChromeOS and Android into a unified laptop OS shipping this fall. WhatsApp launches Incognito Chat for private AI conversations. Anthropic's revenue run-rate is on track to hit $50B by end of June, and Anduril raised $5B at a $61B valuation. Go ...  Show more

Nilay and David dig into the week's biggest story: the new Intel-powered Surface Pro. Kidding! They talk about DeepSeek, the out-of-nowhere AI company that sent both Silicon Valley and the stock market into uproar this week. Then, after the hosts debate what the real killer app f ...  Show more

AI will fix everything, right? In this episode, friend of The Verge (and Waveform co-host) David Imel joins Nilay and David to talk all about Alexa Plus, and the AI-powered voice assistant Amazon thinks can do everything from turn on your lights to order your friend an Uber. The ...  Show more

After a year of opulent spending, the markets have begun to sour on big tech's $200 billion bet on generative AI, unfortunately timing with the delay of Nvidia's new AI-specialized "blackwell" chips. In this episode, Ed Zitron walks you through the pale horses of the AI apocalyps ...  Show more

This week Meta is on trial, in a landmark case over whether it illegally snuffed out competition when it acquired Instagram and WhatsApp. We discuss some of the most surprising revelations from old email messages made public as evidence in the case, and explain why we think th ...