NOT Alright, Alright, Alright

Jan 14, 2026 20m

AI Summary Available

Get the full experience! Sign up to access transcripts, personalized summaries, and more features.

Episode Description

Nvidia can officially sell its chips in China, but not if China doesn’t let anyone buy them. Tesla will stop selling FSD beginning next month. Matthew McConaughey says NOT alright alright alright to unauthorized AI use of his voice. And another story about how AI is disrupting the consultancy game. Exclusive: China's customs agents told Nvidia's H200 chips are not permitted, sources say (Reuters) Meta is closing down three VR studios as part of its metaverse cuts (The Verge) Tesla Driver-Assist System FSD Will Switch to Subscription-Only, Musk Says (Bloomberg) Matthew McConaughey Trademarks Himself to Fight AI Misuse (WSJ) Microsoft’s Spending on Anthropic AI Is on Pace to Hit $500 Million (The Information) Apple Struggling With Key Material Shortage as AI Chips Drain Supply (MacRumors) McKinsey challenges graduates to use AI chatbot in recruitment overhaul (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

AI-Generated Summary

Nvidia's Chip Sales Dilemma in China

Nvidia's H200 chips have received U.S. approval for sale in China, yet Chinese customs officials send mixed signals, indicating a possible ban. There’s uncertainty as to whether this ban is temporary or a strategic move against U.S. tech dominance, particularly as negotiations continue with Washington.

Meta's VR Studio Closures

In a move reflecting its shift in focus, Meta is closing three VR gaming studios and ceasing new development for its VR fitness app, Supernatural, to redirect investment towards wearables, part of a broader restructuring within Reality Labs.

Tesla's FSD Subscription Model

Tesla plans to discontinue the one-time sale of its Full Self-Driving (FSD) software, transitioning to a subscription-only model by mid-February. This change aligns with Musk's compensation targets tied to subscription growth.

Matthew McConaughey's Trademark Moves

Actor Matthew McConaughey has secured eight trademarks to protect his likeness and voice from unauthorized AI use, aiming to ensure that any use of his likeness or voice is approved by him, highlighting the growing concern regarding AI misuse among performers.

Microsoft and Anthropic's Growing Partnership

Microsoft is increasing its financial commitment to Anthropic, potentially spending $500 million annually to integrate its AI models into Azure cloud services, reflecting a strategic diversification in AI partnerships.

Apple's Supply Chain Challenges

Apple confronts significant supply issues with a critical material needed for chip substrates due to heightened demand driven by AI, prompting unprecedented measures to secure supplies.

McKinsey's AI-Driven Recruitment Changes

As AI integration becomes more central in the consulting industry, McKinsey is evolving its recruitment process by incorporating an AI tool in the interview stages to evaluate candidates' analytical skills.