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    APPLE EVENT • Learn what's new for iPhone, Apple Watch, and AirPods.

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  • We unfolded the iPhone Duo

    23 hr ago

    We unfolded the iPhone Duo

    Apple did the one more thing: This week it announced its much-anticipated folding phone. It also announced some surprising and controversial new AI features for Apple Watch, including "Live Rewind," which gives the user a text transcript of the last 15 seconds of real life. On today's Vergecast, Allison Johnson and Vee Song report back from California after having more hands-on time with Apple's new devices. Plus, Nilay Patel and David Imel take another swing at discussing Mac Minis and local LLMs with AI researcher CJ Trowbridge. Finally, Allison and Jake tackle some non-Apple stories in the truly rapid-fire thunder round. Further reading: iPhone 18 Pro and Pro Max: Our first hands-on impressions The variable aperture isn’t the cool part of the iPhone 18 Pro’s camera Hands-on with the foldable iPhone Duo Hands-on with the new Apple Watch Series 12 and Apple Watch Ultra 4 Apple Watch Series 12 has an always-on Siri that makes AI recaps of your day Read the Apple document explaining how new listening features still protect your privacy Mathematicians want proof OpenAI didn’t use their work OpenAI’s sly mathematical breakthrough sends a chill through academia Drama swirls around OpenAI’s legendary mathematical milestone The Trump phone just got a $250 price hike Six years later, Sony revisits its legendary XM4 headphones Hori’s electronic Ocarina of Time requires no musical talent. Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2

    11 Jun

    The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2

    Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down one of the biggest questions in tech and markets: how should investors think about the SpaceX IPO? They unpack the major levers behind SpaceX’s next phase: Starship rapid reusability, Starlink broadband and direct-to-cell, Elon’s emerging AI compute business, xAI’s model ambitions, the Cursor acquisition, and the long-term promise of orbital data centers. The group also debates whether SpaceX is becoming a new kind of AI hyperscaler — “Elon Web Services” — and what that means for the future of compute, cloud, and frontier intelligence. Then they dive into the latest model race: Fable 5, Mythos, ChatGPT 5.5, long-running agents, open source vs. frontier models, Nvidia vs. ASICs, the AI CapEx boom, and why the market may still be underestimating the scale of AI demand. Enjoy another episode of BG2! Timestamps: (00:40) Intro — SpaceX IPO in Two Days, Mythos Launches, Taiwan Takeaways (03:05) xAI's Google & Anthropic Deals: Highest Operating Profit Per Gigawatt (13:28) "Elon Web Services" — Nobody Had AI Compute in the SpaceX Model (19:08) Data Centers Are Not Commodities: First-Principles Design (26:01) Orbital Compute Economics: $5B Per Gigawatt in Space vs. $25B on the Ground (29:25) The Most Underrated Variable: What Cursor Does for xAI's Model (35:05) Bull & Bear Case — Can SpaceX Really 8X Revenue in 4 Years? (37:00) Post-IPO Drawdowns, Lock-Ups & How to Size the Position (43:56) Fable 5, Mythos & Why Snapshot Benchmarks Are Broken (51:00) Frontier vs. Open Source: 90% of Revenue Accrues at the Frontier (01:04:11) $1.5T in CapEx vs. $300B in AI Revenue — Does the Math Math? (01:18:13) The Next $1 Trillion: Three Companies, Half the Time Produced by Edward Schmidt & Dan Shevchuk Music by Yung Spielberg Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://x.com/altcap Gavin Baker @GavinSBaker https://x.com/GavinSBaker Clark Tang @_clarktang https://x.com/_clarktang BG2 Pod @bg2pod https://x.com/BG2Pod

  • 471. Breaking the Leviathan

    22 Aug

    471. Breaking the Leviathan

    We take a deep dive into New York’s police-surveillance infrastructure, a sprawling leviathan that Mayor Zohran Mamdani was outspoken against during his campaign, but has now inherited and is even warming up to as his administration settles into power. ••• Mamdani’s Surveillance State https://nymag.com/intelligencer/article/mamdani-surveillance-state.html ••• Walking the Thin Blue Line https://www.thedriftmag.com/walking-the-thin-blue-line/ ••• The New York City Police Department’s Domain Awareness System (pdf) https://www.brennancenter.org/sites/default/files/Levine%20-%20Interfaces%20-%20The%20New%20York%20City%20Police%20Department%E2%80%99s%20Domain.pdf Standing Plugs: ••• Order Jathan’s book: https://www.ucpress.edu/book/9780520398078/the-mechanic-and-the-luddite ••• Subscribe to Ed’s substack: https://substack.com/@thetechbubble ••• Subscribe to TMK on patreon for premium episodes: https://www.patreon.com/thismachinekills Hosted by Jathan Sadowski (bsky.app/profile/jathansadowski.com) and Edward Ongweso Jr. (www.x.com/bigblackjacobin). Production / Music by Jereme Brown (bsky.app/profile/jebr.bsky.social)

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