Researchers at Stanford and the ARC Institute used AI to design functional novel bacteriophages, marking the first AI-generated viruses that work in the real world. While currently limited…

Stanford and ARC Institute used an LLM trained only on bacterial phage DNA to generate functional novel viruses that infect bacteria—first time AI designed viruses that work in wet lab. Cou…

Bloomberg reports OpenAI's Jony Ive-designed device is a portable, battery-powered smart speaker with cameras, sensors, moving parts, and expressive lights—no screen. Intended as a personal…

The hosts discuss Notebook LM's ability to generate educational podcasts from source material and envision the next step: live voice mode with memory acting as an interactive tutor ('Tutor…

The hosts draw a detailed parallel between current state-level social media addiction litigation and the 1998 Tobacco Master Settlement Agreement, which created indefinite annual payments f…

SemiAnalysis estimates over $250B of additional TPU bookings could be added to GCP remaining performance obligations in coming quarters, driven by multi-gigawatt deals from frontier labs (i…

SemiAnalysis argues DeepMind's odds of returning to state-of-the-art are zero due to large-scale departures from RL teams and Google's strategic choice to allocate compute to external custo…

SemiAnalysis estimates Google will add $250B+ in TPU bookings to GCP's remaining performance obligations, with mid-30s EBIT margins on system sales. The hosts note Google is selling 20%+ of…

ABG owns 50+ consumer brands and celebrity estates (Marilyn Monroe, Elvis, Muhammad Ali) purely for licensing revenue. Critics argue it extracts cash without reinvestment, leaving brands li…