TPUs vs GPUs and NVIDIA's Risk

Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Google’s ascendency in AI? Samsung announces but does not launch a tri-fold phone. And Ben Thompson weighs in on the obsession of the day.

• OpenAI CEO Declares ‘Code Red’ to Combat Threats to ChatGPT, Delays Ads Effort (The Information)
• Apple AI Chief John Giannandrea Retiring After Siri Delays (MacRumors)
• Samsung’s Z TriFold is official and it looks like a tablet with a phone attached (The Verge)
• Google, Nvidia, and OpenAI (Stratechery)

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