Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
Summary
This episode analyzes Demis Hassabis stepping down as Google DeepMind CEO, highlighting strategic divergences between LLM and world model research. Hosts Alex and MG Siegler then discuss Apple’s memory supply chain crises, potential iPhone price hikes, and the new Apple Upgrade subscription service. Finally, they reveal Microsoft’s reported AI spending restraint is actually an accounting shift from CapEx to OpEx, not a reduction in investment.
Topics discussed
Demis Hassabis steps down as Google DeepMind CEO
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Episode intro: Apple, Microsoft, and Google news
Apple's memory chip shortage and potential price hikes
Apple's new device subscription model
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Microsoft's accounting changes and AI cloud growth
Google's internal conflicts and AI strategy shift
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