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Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick

Shownote

M.G. Siegler from Spyglass is back for our Montly discussion of the latest tech news. We cover: 1) Demis Hassabis steps down as DeepMind CEO (Alex solo) 2) Apple's memory crunch 3) Should Apple have known better? 4) Will iPhone prices go up? 5) How much ca...

Highlights

In this episode, the hosts dive into a whirlwind of recent tech news, starting with a major leadership change at Google DeepMind and moving through Apple's pricing and supply chain challenges. They also unpack Microsoft's clever accounting adjustments and question the sustainability of AI-driven cloud growth, wrapping up with a look at the strategic bets shaping the future of AI development.
02:41
Hassabis's departure diversifies AI research approaches.
31:24
Subscription pricing could lock users into Apple's ecosystem.
40:18
GPUs won't last that long.
53:05
Google has deprioritized LLMs in favor of world models.

Chapters

A Leadership Shakeup at DeepMind and Apple's Memory Crisis
00:00
Apple's Price Hike Strategy and the Push for a Subscription Future
16:23
Microsoft's Accounting Magic and the Circular Cloud Economy
34:08
Google's World Model Gamble vs. the LLM Race
45:11

Transcript

Alex Kantrowitz: Hey everyone, I had a feeling that there would be an emergency podcast of some sort on my break this summer. As AI news has been progressing so quickly. There seems to be something emergency podcast worthy every week. And so, of course, wh...