Circle had such a successful IPO, I’m wondering if IPO’s might finally be back on the menu. Turns out Anthropic cut off Windsurf for the most obvious reason. Maybe Manus really is stoking a new gold rush, at least in China. And in the Weekend Longreads Suggestions, the most consequential weather forecast of all time.

Sponsors:

• Tonal.com

Links:

• Stablecoin issuer Circle soars 168% in NYSE debut after pricing IPO above expected range (CNBC)
• Anthropic co-founder on cutting access to Windsurf: ‘It would be odd for us to sell Claude to OpenAI’ (TechCrunch)
• Anysphere, Hailed as Fastest Growing Startup Ever, Raises $900 Million (Bloomberg)
• Manus has kick-started an AI agent boom in China (MIT Technology Review)

Weekend Longreads Suggestions:

• Runway CEO Cris Valenzuela wants Hollywood to embrace AI video (The Verge)
• The Man Whose Weather Forecast Saved the World (NYTimes)

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Reddit goes after Anthropic. Meta seems to be reading a much cheaper Vision Pro killer, while still moving forward with their ambitious smartglasses product. What if your Amazon delivery person was not a person at all, but a humanoid robot. And how, quietly, Hollywood studios are already deep into AI adoption.

Sponsors:

• CornBreadHemp.com/ride and code ride

Links:

• Reddit Sues Anthropic, Alleges Unauthorized Use of Site’s Data (WSJ)
• Meta Talks to Disney, A24 About Content for New VR Headset (WSJ)
• Here’s what’s inside Meta’s experimental new smart glasses (The Verge)
• OpenAI slams court order to save all ChatGPT logs, including deleted chats (ArsTechica)
• Amazon Prepares to Test Humanoid Robots for Delivering Packages (The Information)
• Everyone Is Already Using AI (And Hiding It) (Vulture)

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Windsurf accuses Anthropic of blocking it from AI models in a sign that competition in the AI coding space is fierce. But will the real battle happen when the likes of Microsoft and Google really go after the startups? NotebookLM is now sharable. Pump.fun is raising big money. And Nintendo didn’t send out any Switch 2 review units. What are they afraid of?

Sponsors:

• 1Password.com/ride

Links:

• Windsurf says Anthropic is limiting its direct access to Claude AI models (TechCrunch)
• AI startups revolutionize coding industry, leading to sky-high valuations (Reuters)
• Google’s NotebookLM now lets you share your notebook — and AI podcasts — publicly (The Verge)
• Pump.fun plans $1B token sale at $4B valuation: Sources (Blockworks)
• How Morgan Stanley Tackled One of Coding’s Toughest Problems (WSJ)
• It’s official: There are no Nintendo Switch 2 reviews. Here’s what that means for us, and you (VGC)

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Elon Musk is suddenly fundraising everywhere. An attempt to solve the nomenclature problem around hacking groups. Is the solution to more energy for data centers already hidden inside the grid? And the final two pieces today are two different takes on the great AI debate, our entire civilization is having right now.

Sponsors:

• Oracle.com/techmeme

Links:

• Musk Taps Investors for Billions Days After Washington Exit (Bloomberg)
• 'Forest Blizzard' vs 'Fancy Bear' - cyber companies hope to untangle weird hacker nicknames (Reuters)
• Gridcare thinks more than 100 GW of data center capacity is hiding in the grid (TechCrunch)
• Walmart is supercharging revenue — but with fewer workers (Financial Times)
• My AI Skeptic Friends Are All Nuts (Thomas Ptacek)

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We know WWDC might be underwhelming this year, but to what degree? Is Samsung about to pick Perplexity as its horse in the AI race? AI based acquisition and wrapups continue to be the new hotness in VC investing. And how DoorDash has quietly been killing it in the delivery space.

Sponsors:

• AGNTCY.ORG
• QualiaLife.com/ride and code RIDE

Links:

• Apple Developer Event Will Show It’s Still Far From Being an AI Leader (Bloomberg)
• Samsung Nears Wide-Ranging Deal With Perplexity for AI Features (Bloomberg)
• Google quietly released an app that lets you download and run AI models locally (TechCrunch)
• Early AI investor Elad Gil finds his next big bet: AI-powered rollups (TechCrunch)
• Meta Aims to Fully Automate Ad Creation Using AI (WSJ)
• DoorDash CEO Tony Xu is taking on the role of industry consolidator in food delivery (CNBC)

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Why Meta’s big deal with Anduril is a big deal for the entire tech industry. Microsoft is kinda not joining, but also kind of all in on the handheld gaming race. Count Hugging Face as someone else serious about AI robots. And in the longreads, more signs that the AI job apocalypse might already be upon us.

Links:

• Meta Fired Palmer Luckey. Now, They’re Teaming Up on a Defense Contract. (WSJ)
• Mark Zuckerberg Finally Found a Use for His Metaverse — War (Bloomberg)
• EXCLUSIVE: Xbox's first-party handheld has been sidelined (for now), as Microsoft doubles down on 'Kennan' and Windows 11 PC gaming optimization (Windows Central)
• Black Forest Labs’ Kontext AI models can edit pics as well as generate them (TechCrunch)
• Hugging Face unveils two new humanoid robots (TechCrunch)

Weekend Longreads Suggestions:

• For Some Recent Graduates, the A.I. Job Apocalypse May Already Be Here (NYTimes)
• How Led Zeppelin, Pink Floyd & Jethro Tull Financed the Making Monty Python and the Holy Grail (OpenCulture)

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Nvidia had solid earnings, though they’re quite concerned about being boxed out of China. The apparent hack of Victoria’s Secret gave me a dad-joke-title for today’s episode. Why DeepSeek’s recent R1 update is a bigger deal than even they are letting on. And why the CEO of Anthropic says we should be more worried about the AI he’s unleashing than people are aware.

Links:

• Nvidia beats on earnings and revenue as data center sales jump 73% (CNBC)
• Nvidia CEO Warns That Chinese AI Rivals Are Now ‘Formidable’ (Bloomberg)
• NVIDIA GeForce NOW launches a native Steam Deck app, unlocking 4K cloud gaming & extended battery life for Valve's handheld (Windows Central)
• Victoria’s Secret takes down website after security incident (BleepingComputer)
• Apple to Launch iOS 26, macOS 26 in Major Rebrand Tied to Software Redesigns (Bloomberg)
• DeepSeek Quietly Drops AI Update That Outperforms Google's Best (Implicator.ai)
• Behind the Curtain: A white-collar bloodbath (Axios)

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Apple is making noises in the gaming space once again, but I feel like we’ve heard this all before. Getty is still deadly serious about suing AI companies. Self driving trucks seem to be juuuust about to hit the roads. And a big piece about the enmity between Apple and Elon Musk.

Sponsors:

• Shopify.com/ride

Links:

• Apple acquires RAC7, its first-ever video game studio (Digital Trends)
• Apple to Debut Dedicated Gaming App Within Days of Switch 2’s Arrival (Bloomberg)
• Texas Adopts Online Child-Safety Bill Opposed by Apple’s CEO (Bloomberg)
• Getty Images spending millions to battle a ‘world of rhetoric’ in AI suit, CEO says (CNBC)
• Driverless Semi Trucks Are Here, With Little Regulation and Big Promises (NYTimes)
• Apple’s Satellite Ambitions Threatened by Elon Musk, Internal Resistance (The Information)

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