Google Squints. Trump Taxes Air.
San Francisco | December 9 Sergey Brin is back with glasses that can't handle a sunny window. Google announced
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Alibaba Straps AI to Your Face, Bets You'll Let It Watch You Shop
Alibaba has never shipped consumer hardware. Now they're selling AI glasses across 604 stores in China. The real product isn't eyewear—it's a pipeline to their 34%-growth cloud business. Here's what Western competitors are missing.
America's AI Startups Are Building on Chinese Foundations
80% of AI startup pitches at Andreessen Horowitz now feature American companies building on Chinese open-source models. The infrastructure shift happened while nobody was watching—and it carries more than just cost savings.
The Great RAM Raid: How One AI Deal Broke the Consumer Memory Market
OpenAI's Stargate deal locked up 40% of global DRAM supply in one transaction. RAM prices tripled in weeks. Some companies saw it coming and stockpiled. Others didn't. The consumer PC market absorbs the cost of someone else's AI ambitions.
Sutskever Bets Against Scaling, Meta Rattles Nvidia
Good Morning from San Francisco, The man who helped prove AI scaling works now bets $3 billion it's
The Algorithm Ate Your Grandmother's Recipe
Google's AI summarizes recipes it never tested, destroying food bloggers' livelihoods. The Woks of Life family spent years documenting Chinese cooking in English. Now AI panels serve that knowledge to users who'll never learn the source.
Meta's Google Chip Talks Aren't About Abandoning Nvidia. They're About Everything Else.
Meta is talking to Google about buying TPUs. Wall Street panicked. But the real story isn't supplier defection—it's ecosystem politics, negotiating leverage, and the complicated game every AI company plays when chips are this scarce.
Ilya Sutskever Declares the Scaling Era Dead. His $3 Billion Bet Says Research Will Win.
Ilya Sutskever helped prove that scale works in AI. Now he says it doesn't—and his $3 billion company is betting the future belongs to researchers with ideas, not labs with the biggest GPU clusters. The industry isn't ready for this argument.
The Creativity Gap Persists: New Research Challenges AI's Democratization Promise
Silicon Valley promised AI would democratize creativity. New research tracking 442 participants found the opposite: people who were more creative without AI produced better work with it. The gap didn't close. It may have widened.
The $40 Billion Mirage
Enterprises are spending billions on AI pilots, but MIT's research shows most deliver no return. It's not the technology failing. The gap between impressive demos and working systems comes down to data quality, technical debt, and organizational readiness.
Opus Claims Victory, Genesis Borrows Glory
Good Morning from San Francisco, Anthropic crowned its new model the coding champion. The White House invoked the Manhattan Project
Trump's Genesis Mission Promises Manhattan Project Ambition. The Funding Says Otherwise.
Trump's Genesis Mission invokes Manhattan Project urgency to accelerate AI-driven science. But the executive order commits zero new dollars, claims credit for existing partnerships, and arrives while university research funding gets slashed.
Claude Opus 4.5: Everything You Need to Know About Anthropic's New Flagship
Anthropic's Opus 4.5 reclaims coding leadership and cuts prices 67%. But security tests show 22-point variance between evaluations, and one developer couldn't distinguish it from Sonnet in real work. Here's what actually matters.