AI Hardware Innovations and Market Dynamics

Do we have the first IPO of the AI era? Do we have the first AI model beyond the transformer architecture? Microsoft has a bunch of new AI tools inside Windows. We try to explain that whole controversy around PearAI. And what about that NotebookLM feature that lets you create a two-hander podcast out of any text.

Links:

• AI chipmaker Cerebras files for IPO to take on Nvidia (CNBC)
• MIT spinoff Liquid debuts non-transformer AI models and they’re already state-of-the-art (VentureBeat)
• Microsoft Copilot can now read your screen, think deeply, and speak aloud to you (TechCrunch)
• Oura Nears $500 Million in Annual Revenue and Readies New Ring (Bloomberg)
• Y Combinator is being criticized after it backed an AI startup that admits it basically cloned another AI startup (TechCrunch)
• NotebookLM’s automatically generated podcasts are surprisingly effective (Simon Willison's Blog)

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