Mon. 04/14 – Tariff Groundhog Day
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Episode Description
You know that meme of Ebenezer Scrooge shouting out the window? “Hey boy, what tariff regime is it today?” Sam Altman again implies ChatGPT usage has exploded. If you’re coding with AI, a big new vulnerability you need to know about. And is Apple pivoting the Vision Pro to the type of product I thought they should have done all along?
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Links:
- Apple, Nvidia Score Relief From US Tariffs With Exemptions (Bloomberg)
- Sony raises PlayStation 5 prices in Europe citing ‘challenging’ economic environment (CNBC)
- ChatGPT Hits 1 Billion Users? ‘Doubled In Just Weeks’ Says OpenAI CEO (Forbes)
- LLMs can't stop making up software dependencies and sabotaging everything (The Register)
- AI-hallucinated code dependencies become new supply chain risk (Bleeping Computer)
- Apple Readies Pair of Headsets While Still Looking Ahead to Glasses (Bloomberg)
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AI-Generated Summary
Tariff Updates and Impacts on Tech Companies
The episode opens with a discussion about recent announcements from the Trump administration regarding exemptions from tariffs on smartphones, laptops, and semiconductors. While this might ease costs for major tech companies like Apple, concerns remain for smaller businesses and the implications on supply chains. The uncertainty surrounding tariffs continues as further investigations and potential re-impositions are hinted at, leading to confusion and concern in the tech industry.
Explosion of ChatGPT Users and AI Code Risks
Sam Altman highlights a surge in ChatGPT users, with figures suggesting nearly 800 million globally. The talk shifts towards potential compensations for artists impacted by AI-generated works. Additionally, the episode warns developers about a new threat, 'slop squatting,' which exploits AI hallucinations in code generation, allowing hackers to introduce malicious packages, creating significant security risks.
Apple's Vision Pro Developments and Market Strategy
Apple's Vision Pro headset is in the spotlight as details about a lighter, cheaper model and a new tethered Mac version are revealed. The show examines how Apple's strategy can position the product not just as a headset but as a new computing platform, reflecting on Tim Cook's enduring vision for augmented reality glasses.
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