A Big Ruling on LLM Training and Midsummer Mail on NBA Salaries in Tech, Starting from Scratch in 2025, and More
On today's show Andrew and Ben begin by breaking down a favorable ruling for Anthropic in a case concerning copyrighted material, the fair use doctrine, and LLM training. Then: A midsummer mailbag with questions on huge salaries for big names in tech that may be past their prime, waiting for AI to suggest software solutions, starting careers from scratch in 2025, Huwaei’s ascent and China’s commitment to Apple, Taylor Swift, shortform video regulation, recommendations for would-be watch collectors, and more.
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1:16:50
(Preview) Justice for Software Engineers, The Various Futures of Vibe Coding, Questions at xAI and Progress for Tesla
On today's show Ben and Andrew answer questions about the future of engineering jobs, the definition of vibe coding, Meta's AI upside, ChatGPT-led fashion shows, xAI as a third-tier streamer, and bitter lessons as autonomous driving becomes more viable. At the end: An emailer follow-ups on last week's conversation about normies and AI risk.
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9:36
(Preview) Meta Continues Its AI Spending Spree, More Fun with OpenAI and Microsoft, ‘Apple in China’ and Related Matters
Ben and Andrew react to reports that in addition to adding Scale AI CEO Alexandr Wang, Meta’s now in advanced talks to hire prominent AI investors and frequent Stratechery guests, Nat Friedman and Daniel Gross, for an offer that could exceed $1 billion. Then: Follow-ups on Perplexity and Apple, the calculus for both sides amid reports of between OpenAI and Microsoft, a question about ‘Apple in China’ and culpability for the last 20 years of decision-making, and thoughts on the competition between the US and China, in general.
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14:22
(Preview) The Futures for Cursor and Perplexity, Multi Modality Dreams and Apple Possibilities, Normies Contemplate an AI Future
As the dust settles after keynote season, Ben and Andrew answer mailbag questions and talk through the future prospects for Cursor and Perplexity, multi-modality possibilities for AI devices, Apple's advantages if they deepen their partnership with OpenAI, more on Meta's investment in Scale AI, the business logic of chasing superintelligence, and takes on an AI conversation between Bill Simmons and Chuck Klosterman.
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11:39
Apple’s WWDC Retreat, Liquid Glass and One Question, Meta Puts $14.8 Billion Toward an AI Reset
A variety of announcements at WWDC, and why Apple’s lack of jaw-dropping news or boundary pushing plans was the most sensible approach available this year. Then: Questions about Meta’s AI execution, as the company reportedly invests $14.8 billion in Scale AI and its CEO Alexander Wang.
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