Our 138th episode with John Kron discussing last week's AI news, including DALLE-3's image generation, Gemini surpassing Chat GPT-4, China's semiconductor breakthrough, SoftBank's potential investment in OpenAI, challenges of investing in hardware companies, Databricks' fundraising and Lakehouse IQ, Meta's plan for next-gen model, race dynamics and multimodal capabilities in AI, AI in scientific research, limitations of context windows in language models.