Chickens, Roosting

Dario Amodei revealed Anthropic could grow 80x in 2026, and the company signed a deal with SpaceX for 300MW of compute from Colossus 1. Musk dissolved xAI into SpaceX. Google launches the $100 Fitbit Air, and HubSpot's founder coins "strategic illegibility." At Code with Claude, ...  Show more

Corning and Nvidia partnered to open three optical manufacturing plants in the US, with Nvidia investing up to $2.7B. Morgan Stanley launched crypto trading on ETrade, Google tests a personal agent called Remy, and Meta builds an OpenClaw-inspired agent called Hatch.* Corning and ...  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

Our 209th episode with a summary and discussion of last week's big AI news!
Recorded on 05/16/2025

Hosted by Andrey Kurenkov and Jeremie Ha ...

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

NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL favorites win. (3:51) Show Notes Top stocks in software as Wolfe sees it as an area of M&A opportunities AMD slides as HSBC downgr ...  Show more