Is the Chips Act a success? The author of "Chip War", Chris Miller, believes it and we go over his reasons for his belief. Plus Engadget's Sam Rutherford argues that it doesn't matter if Apple only sold 400,000 Vision Pros. It's still making money. And we go over Alphabet's earnings.

Starring Tom Merritt, Sarah Lane, Molly Wood, Roger Chang, Joe.

Link to the show notes here:

Quick Hits:

https://www.cnbc.com/2024/04/25/snap-snap-q1-2024-earnings-.html

https://www.theverge.com/2024/4/25/24139988/microsoft-q3-2024-earnings-revenue-profits-windows-xbox-gaming-surface

https://9to5mac.com/2024/04/26/apple-pulls-multiple-ai-nude-image-apps-from-app-store/

https://www.cnbc.com/2024/04/25/intel-intc-earnings-report-q1-2024.html

https://www.wsj.com/tech/ai/openais-sam-altman-and-other-tech-leaders-to-serve-on-ai-safety-board-7dc47b78

Top Stories:

https://www.cnbc.com/2024/04/25/alphabet-set-to-report-first-quarter-results-after-market-close.html

https://variety.com/2024/digital/news/youtube-q1-2024-revenue-alphabet-earnings-1235982528/

https://www.androidauthority.com/youtube-pause-ads-3437531/

https://www.engadget.com/it-doesnt-matter-how-many-vision-pro-headsets-apple-sells-ming-chi-kuo-production-numbers-143112470.html

Check out Tom’s Top Five: https://www.youtube.com/playlist?list=PLHN12N7TXUyeSz1XWNVjwDvdzpAycENQi

Discussion Story:

https://www.christophermiller.net

https://www.ft.com/content/26756186-99e5-448f-a451-f5e307b13723

https://www.popsci.com/environment/chips-ira-climate-change-policy/

Mailbag:

https://laevmobilecharging.com

Today’s guest:

Molly Wood

https://www.mollywood.co

https://mollywood.substack.com

https://www.everybodyinthepool.com

@mollywood

@[email protected]

Next guest:

Scott Johnson

http://frogpants.com

https://frogpants.substack.com

@scottjohnson

@[email protected]

Brian Ibbott

https://www.coverville.com

https://www.frogpants.com/tms

@Coverville

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Why are people getting tired of on-demand video streaming and what does that mean for streaming services? Plus as TikTok faces legislative action in the US, regulators in Europe are turning a more skeptical eye to the social media platform. And will Rabbit’s R1 AI personal assistant device avoid the fate of the Humane AI pin?

Starring Sarah Lane, Nica Montford, Charlotte Henry, Roger Chang, Joe.

Link to the Show Notes.

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What does Meta hope to achieve by opening up their Meta Horizon OS to third party hardware developers? And Qualcomm announced the Snapdragon X Plus which the company aims to put on more Windows laptops. Plus Apple releases small, open source AI models designed for on-device usage called OpenELM.

Starring Tom Merritt, Sarah Lane, Scott Johnson, Roger Chang, Amos, Joe.

Link to the Show Notes.

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Adobe announces that Photoshop will get the ability to generate images from a text prompt in the app. Plus Ray-Ban’s Meta Smart Glasses now have multimodal AI support. And Apple has an announcement set for 10 AM Eastern time May 7th.

Starring Tom Merritt, Sarah Lane, Roger Chang, Joe.

Link to the Show Notes.

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The US House passed another bill on Saturday, that would require ByteDance to sell TikTok’s US arm within 9-12 months of being ordered to do so. We explore what happens next. Plus is subscribing to a service to watch a specific show and then canceling the new way we watch TV? And Swedish company Embracer Group is splitting into three companies.

Starring Tom Merritt, Justin Robert Young, Roger Chang, Joe.

Link to the Show Notes.

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What options does Meta in operating in the EU if they can't offer a free version that allows them to collect user data or a paid version that charges for the service? Plus in the age of AI powered services is the term “user” outdated? And Netflix announced its Q1 earnings report on Thursday. How well or not did they do?

Starring Tom Merritt, Sarah Lane, Nate Lanxon, Len Peralta, Roger Chang, Joe, 

Link to show notes.

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How can learning about how bacteria swim help us stop infections and make more agile nanobots? Plus will Google’s latest reorganizing really help bring AI to all of its products? And the latest Meta AI roundup.

Starring Sarah Lane, Robb Dunewood, Dr. Niki Ackermans, Roger Chang, Joe.

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We evaluate the leaked specs for Sony’s upcoming PS5 Pro. Plus power demand from data centers is holding back AI development. What are the solutions? And US cybersecurity firm and Google subsidiary Mandiant said Wednesday that a hacking group with ties to the GRU was behind the January cyberattack that caused a tank at a water facility in Muleshoe, TX, to overflow.

Starring Tom Merritt, Sarah Lane, Scott Johnson, Roger Chang, Joe.

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How is YouTube expanding its efforts to stop ad blocker use on YouTube? Plus we take a closer look at why Humane AI pins have been poorly received. And we explain the buzz around the audio based social media platform, Airchat.

Starring Tom Merritt, Sarah Lane, Roger Chang, Joe.

Link to the Show Notes.

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Adobe is integrating generative models for Adobe Premiere, its video editor. Plus after Apple made changes to its App Store policy allowing emulators, the company booted off its first emulator iGBA. And Samsung has taken its crown back as the leader in global smartphone shipments.

Starring Tom Merritt, Nica Montford, Roger Chang, Joe.

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Tech layoffs have been a common occurrence over the past several months. But what is it like after you’ve been laid off and where do you go from there? Plus OpenTable is informing members that all reviews on the platform will now show members’ profile pictures and first names starting May 22nd. And a roundup of the latest Chatbot stories.

Starring Tom Merritt, Sarah Lane, Nicole Lee, Veronica Belmont, Len Peralta, Roger Chang, Joe.

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