AI Reading for Saturday June 28

Nvidia reclaims the crown as world’s most valuable company from Microsoft with $3.77 trillion market cap — can the AI king keep its throne? - The Economic Times

Google Convinces OpenAI to Use TPU Chips in Win Against Nvidia - The Information

Microsoft has spent years designing its own artificial intelligence chips, in part to reduce its dependence on Nvidia. It isn’t going so well. - The Information

At all-hands, top Meta exec said Sam Altman was unhappy about Meta's success and “dishonest.” - The Verge

Meta in Talks to Buy AI Voice Startup PlayAI in Push for Talent - Bloomberg

Meta seeks $29bn from private credit giants to fund AI data centres (mega-bubbles are colliding, just needs a blockchain angle) - Financial Tim

Sources: OpenAI is not releasing an internal paper on AI stages as it may complicate OpenAI's ability to declare AGI and block Microsoft from its tech - WIRED

ChatGPT reached 29.6M iOS downloads in April, 600M monthly users, and 34% of US adults tried it. - ZDNET

OpenAI hires team behind AI recommendation startup Crossing Minds - TechCrunch

Could AI-powered shopping agents disrupt Amazon’s dominance? - Fortune

Maybe gives Shopify-powered storefronts a shot. Reduces user stickiness and CLTV of some promotions, what sort of promotions might an agent be more susceptible to?

The Mag 7 and FANGMAN and TACO trades meet the TAMPON - Business Insider

Donald Trump is reportedly preparing a sweep of pro-AI executive orders, offering up government-managed land, speeding permits. - Engadget

Tesla's first fully autonomous car drove itself to its new Texas owner, breaking only a few traffic laws on the way. - Business Insider

France Orders Tesla to Stop 'Deceptive Practices' on Cars' Self-Driving Capabilities or Face Thousands in Fines - Latin Times

Elon Musk isn’t happy with his AI chatbot. Experts worry he’s trying to make Grok 4 in his image - CNN

Several US lawmakers use ChatGPT and Grok for research and speechwriting, though some caution about errors. - Business Insider

(uh oh. white genocide memes incoming)

Milestone: Lab-grown mini-brain of petri-dish neurons, given epilepsy drug, learns in real time. Where is Ian Malcolm/Jeff Goldblum? - New Atlas

Mayo Clinic’s StateViewer AI identifies nine dementia types from a single FDG-PET scan with 88% accuracy. - newsnetwork.mayoclinic.org

🤪 can it work off of tweets tho

Alibaba touts world’s first AI model to detect stomach cancer - South China Morning Post

How artificial intelligence was put in control of the quality of health insurance coverage Americans get. Insurers now use AI to decide treatment coverage, raising concerns over transparency, bias, and denials of care. - Milwaukee Independent

Fed chair Powell says AI is coming for your job - The Register

Anthropic chucks chump change at studies on job-killing tech: $61B business offers $10K–$50K grants to assess AI’s job-market impact. - The Register

Can Claude run a candy store without losing money and having an identity crisis? - Anthropic

TL;DR No.

Build AI Agents in Minutes Without Coding Using Claude Opus 4 - Geeky Gadgets

AI increases abstraction, non-determinism in software dev - martinfowler.com

Context engineering > Prompt engineering - Simon Willison’s Weblog

Ciaran Martin: AI might disturb attacker-defender security balance. Feels like ultimately it gives an edge to central tower defense, mega clouds over small private clouds. - ComputerWeekly.com

Graphic artists in China push back on AI and its averaging, commoditizing effect. Copycats, unrealistic expectations, and budget cuts are AI’s gifts to graphic artists. - The Verge

Did AI companies win a fight with authors? Meta and Anthropic’s copyright victories come with a big asterisk. - The Verge

Mr. Beast removes AI thumbnail tool that could copy any creator's style to try to make a viral preview - MrBeast's AI Thumbnail Tool Sparks Outrage: Innovation or Artistic Theft?

David’s Bridal, after filing for bankruptcy twice, is pivoting to personalized AI wedding planning - VentureBeat

Google’s AI ‘Ask Photos’ Feature May Actually Be Usable Now - Lifehacker

Uber adds robo-deliveries to Atlanta AI rollout - WSB-TV Channel 2 - Atlanta

China’s $138 Billion Bet on Embodied AI : The Future of Robots Is Here - Geeky Gadgets

Denmark to tackle deepfakes by giving people copyright to their own features - the Guardian

TikTok about to get deported to El Salvador - X

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