Wed. 07/31 – CapCut Ascendant

Comcast moved to spin off NBCUniversal and Sky into a new public company. The Supreme Court limited geofence warrants, Australia sued Amazon over Prime Video ads, Chamath returned to lead his AI coding startup, and Gemini's image generation went free. Comcast plans to spin off it ...  Show more

The US lifted its block on Anthropic's Mythos 5, clearing it for 100+ institutions. Researchers said China's GLM-5.2 matches US models on security bugs. South Korea pledged ~$590B for chips, and the memory crunch turned existential for small makers. Letter: the US lifts its block ...  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 ...