Wed. 04/09 – Instagram iPad App But For REAL This Time?

Apr 9, 2025 17m

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Episode Description

Google unveils its new TPU’s, this time with inference! Temu and Shein officially get nuked from orbit. More signs of pullback in AI datacenter buildout. Are we actually, for real, about to get an iPad Instagram app? And a cute little home robot from ages ago, looks like it’s finally coming to a house near you this summer. Sponsors: Shopify.com/ride Links: Ironwood is Google’s newest AI accelerator chip (TechCrunch) Google announces ‘Workspace Flows’ automation with Gems, audio in Docs, and more Gemini (9to5Google) US Raises Charges on Small Parcels, Targeting Chinese Retailers (Bloomberg) Microsoft pauses $1bn data center plans in Licking County, Ohio (Data Center Dynamics) Instagram’s Mosseri Positions App for TikTok Turmoil (The Information) Amazon Seeks Partners for $15 Billion Warehouse Expansion Plan (Bloomberg) Google Maps is launching tools to help cities analyze infrastructure and traffic (The Verge) Samsung Taps Google AI to Launch Long-Promised Ballie Robot With Video Projector (Bloomberg)

AI-Generated Summary

Google Unveils Ironwood TPU for AI Inference

At Google's Cloud Next conference, they launched Ironwood, their seventh generation of Tensor Processing Units (TPUs), which is specifically designed for inference tasks. With significant computing capabilities, Ironwood promises to lead in the AI accelerator market against rivals like Amazon and Microsoft. The chip boasts a peak performance of 4,614 T-flops and features state-of-the-art design aimed at minimizing data motion and latency.

Innovations in Google Workspace

Google introduced new tools in its Workspace, including 'Workspace Flows', which automate processes using AI. These exciting updates are designed to simplify tasks such as content generation, checking brand voice in marketing, and managing customer support tickets. Additional features enhance Google Docs and Sheets, making them more interactive and user-friendly, asserting Google's commitment to improve productivity tools.

Impact of New Tariffs on Technology

Recent U.S. tariffs are causing a significant ripple in the tech market, leading companies like Razer to pause sales of laptops and prompting giants like Apple and Dell to expedite shipping before costs rise. The new tariffs on Chinese imports are set to hike fees on goods valued under $800, affecting a wide array of products and leading to higher consumer prices.

Shifts in Data Center Investments

The podcast highlighted Microsoft's retreat from previously planned data center investments, signaling concerns about overcapacity in the market. Meanwhile, Amazon is reconsidering its expansion strategies with a possible $15 billion expansion plan for new logistics facilities in the U.S. This contrast in approaches showcases the evolving landscape of data and logistics infrastructure as demand fluctuates.

Insta-App and Home Robot Innovations

In a potential game-changer for Instagram users, the much-anticipated iPad app seems to be finally in the works. Meanwhile, a new home robot named 'Ballie', developed in partnership between Samsung and Google, is set to launch later this summer, featuring AI capabilities and a video projector. This reflects a broader trend of integrating AI into consumer technologies and enhancing user experience.