Token Collapse and Shifts in Semiconductor Strategy

Santa Sam has made his first delivery of the promised 12 days of launches from OpenAI. David Sacks is named the AI and Crypto Czar. Samsung’s entire UI is getting a radical overhaul. OpenAI is seemingly about to restructure everything. No more Surface Studios? And, of course, the Weekend Longreads Suggestions.

Links:

• OpenAI is charging $200 a month for an exclusive version of its o1 ‘reasoning’ model (The Verge)
• Trump Names David Sacks as White House AI and Crypto Czar (Bloomberg)
• Here’s everything new Samsung’s Android 15 update, One UI 7, and the full changelog [Gallery] (9to5Google)
• OpenAI seeks to unlock investment by ditching ‘AGI’ clause with Microsoft (Financial Times)
• The Surface Studio is dead? — Microsoft ends production on $4,500 Surface Studio 2+ as stock dwindles (Windows Central)
• Hawk Tuah memecoin dumps 90% amid backlash over controversial launch (Cointelegraph)
• What Pat Gelsinger’s exit means for Intel and the US Chips Act (Financial Times)

Weekend Longreads Suggestions:

• He Was Going to Save Intel. He Destroyed $150 Billion of Value Instead. (WSJ)
• Friend or Faux (The Verge)
• When a Telescope Is a National-Security Risk (The Atlantic)

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