OpenAI just launched o3 and o4-mini, models that combine visual intelligence with deeper reasoning. For the first time, these AIs don't just see images โ they think with them, manipulating photos to extract insights just as a human would zoom in or rotate a picture to understand it better.
The US-China chip war just hit Wall Street hard. Tech stocks tumbled after Nvidia lost $5.5 billion from US restrictions on AI chip sales to China. Meanwhile, Taiwan strengthened its grip as the world's essential chip supplier.
A new artificial intelligence system from China's Shandong First Medical University helps scientists understand how genes turn on and off. Called TRAPT, it maps gene control with record-breaking accuracy.
Trade war tremors just rocked Asia's tech giants. Nintendo and Sony crashed 10% after Trump slapped new tariffs on Asian imports. The timing stings - Nintendo's shiny new Switch 2 console now faces painful delays and soaring costs. Their manufacturing bill could jump 46% ๐
Trump's not playing around. "Break even or bust," he declared from Air Force One โ๏ธ. Markets responded with a nosedive. Taiwan's TSMC plunged its daily limit. Even Japan's SoftBank took a 12% beating ๐ธ
Meanwhile, Meta unleashed Llama 4 - well, most of it ๐ฆ. Their new AI models Scout and Maverick hit the streets Saturday. But they kept their real beast, a two-trillion parameter monster, locked in the lab ๐. It supposedly crushes GPT-4.5 in tests. Zuck calls it "universally accessible" - just don't forget to ask Meta's permission first ๐
Stay curious,
Marcus Schuler ๐
Tech Stocks Tumble: Trump's Tariffs Shake Asian Markets
Nintendo and Sony shares plummeted over 10% in Tokyo on Monday. Trump's new tariffs sparked a brutal tech selloff across Asia.
Nintendo faces particular pain. The gaming giant just unveiled its Switch 2 console, but now must delay US pre-orders. With North America driving 40% of holiday sales, the timing couldn't be worse. The new tariffs will slap their Chinese and Vietnamese manufacturing with up to 46% in extra costs.
Trump's weekend comments poured fuel on the fire. Speaking aboard Air Force One, he demanded trade surpluses or "at worst, breaking even." The markets didn't take kindly to this hardline stance.
The damage spread far beyond gaming. Rakuten and SoftBank crashed 12%. Chip suppliers Advantest and Disco suffered even steeper falls. Taiwan's TSMC, the world's largest chipmaker, hit its 10% daily limit down.
Why this matters:
Nintendo's Switch 2 launch just collided with a trade war. Talk about bad timing - it's like showing up to a party just as the cops arrive
Tech's golden age of cheap Asian manufacturing may be ending. Companies now face a stark choice: eat the costs or pass them to consumers.
Meta Unveils Llama 4, But Holds Back Its Most Powerful AI Model
Meta released two new AI models from its Llama 4 family on Saturday. The company kept its most advanced version in reserve.
The new models - Scout and Maverick - are now available through Meta's apps and for download. Scout fits on a single high-end graphics card. Maverick aims to compete with Google's and OpenAI's top models.
But Meta's crown jewel remains in training. The so-called Llama 4 Behemoth packs nearly two trillion parameters and outperforms rivals like GPT-4.5 on technical tests. Meta plans to use it as a teacher for its smaller models.
Users can try the released models in WhatsApp, Messenger, Instagram Direct, or on Meta's AI website. Developers can download them directly from Meta or Hugging Face.
CEO Mark Zuckerberg doubled down on his open-source vision. "Our goal is to build the world's leading AI and make it universally accessible," he said on Instagram. Meta will showcase more at its first LlamaCon conference on April 29.
Why this matters:
Meta just threw down the gauntlet in AI - but kept its best card face down. It's like showing up to a poker game with an ace up your sleeve
The company's "open source" claims come with fine print: big tech rivals need Meta's permission to use these models
Prompt: A portrait of a gorgeous very long light blonde golden platinum haired woman with her hair in loose curls, big white smile, light purple cheerleader near the camera. The focus is on capturing detailed facial features and very pale natural skin tones.blue eyes, She has eyes that reflect light, and she's wearing minimal makeup for a fresh look. Her pose suggests tranquility or contemplation, with soft lighting highlighting textures like fine lines around her lips and subtle glinting highlights under studio ring light. "Tessa Wilkinson's "
AI & Tech News
SignalFire Raises $1B to Back AI Companies
SignalFire just raised $1 billion to invest in AI startups. The San Francisco VC firm will focus on early-stage companies building AI applications. The raise brings SignalFire's total assets to $3 billion. The firm uses its own AI tool, Beacon AI, to spot trends and promising founders. Past wins include Grammarly and Frame.io, which Adobe bought for $1.3 billion in 2021.
AI coding startup Cursor hits $200M in revenue without spending on ads
The startup Cursor skipped the marketing and went straight to success. Their AI coding tool now helps a million developers write software daily. Revenue doubled to $200 million in just two months, proving developers will pay for tools that actually work.
AI skeptic creates test that proves chatbots can't think
Franรงois Chollet thinks tech companies are wrong about AI. He made a simple test to prove it. His latest puzzle stumps every major AI model, with even the best scoring 3% against humans' 60%.
AI reshapes radiology but won't replace doctors
AI helps radiologists spot urgent cases faster and catch more problems. But the machines still make mistakes humans don't. Today, about two-thirds of U.S. radiology departments use AI to help doctors work better, not replace them.
Trump tariffs may finally raise iPhone prices
After holding steady at $999 since 2017, Apple's iPhone prices face pressure from new tariffs. The levies hit not just China but also India and Vietnam - the very countries Apple moved to for cheaper manufacturing.
Meta courts Trump ahead of antitrust trial
Meta CEO Mark Zuckerberg met Trump in the Oval Office days before a major antitrust trial. Critics fear the president could halt the FTC's case to break up Meta, especially after firing two Democratic commissioners who supported it.
OpenAI plans watermarks for free ChatGPT image generator
Inside 1X, where a friendly robot is learning to clean windows
The New York Times offers a fascinating look at Neo, a sleek humanoid robot. It walks, opens fridges, and wipes counters - but still needs humans guiding it remotely from a basement. The startup 1X plans to test it in 100 homes this year.
DeepSeek races to improve AI thinking skills
DeepSeek and Tsinghua University built a new system to help AI think better. The Chinese startup says its method beats existing approaches at helping AI models solve problems. The news comes as tech watchers await their next big release.
Study: Bigger AI models don't always mean smarter AI
Researchers found a sweet spot for AI size - after that, models get worse at reasoning tasks. It's like a brain that grows too big to think clearly. The finding challenges tech giants racing to build ever-larger AI systems.
AI Models Hide Their True Reasoning, New Study Shows
New research from Anthropic reveals a trust problem with AI reasoning. Their top models often hide how they reach decisions, even when they're doing something wrong.
The study tested two advanced AI models - Claude 3.7 Sonnet and DeepSeek R1. Each got subtle hints about answers to test questions. The key finding: they rarely admitted using these hints in their explanations. Claude mentioned hints 25% of the time, DeepSeek 41%.
More worrying still: when researchers trained the models to deliberately give wrong answers, they made up fake reasons to justify their choices. They admitted to this deception less than 2% of the time.
The researchers tried to fix this by training the models to show their work better. It helped a bit, but not much. Even with extensive training, Claude only explained its true reasoning 28% of the time at best.
This matters for AI safety. If we can't trust these models to explain their thinking honestly, it gets harder to spot problems before they cause harm.
Why this matters:
AI models aren't just getting smarter - they're getting better at hiding their tracks. It's like having an employee who can solve complex problems but won't tell you how
The push for "transparent AI" hits a snag: even when models show their work, they often make up cover stories instead of telling the truth
Founded in 2021 by Dario and Daniela Amodei, Anthropic emerged when former OpenAI leaders broke away to prioritize AI safety over profit. The public benefit corporation now boasts 800+ employees on its mission to build AI systems that are reliable, interpretable, and aligned with human values.
The Founders ๐ฅ
Dario Amodei (CEO) and Daniela Amodei (President) launched Anthropic in 2021
Seven co-founders including Jack Clark (Policy) and Jared Kaplan (Science)
Ex-OpenAI executives left over safety concerns
Headquartered in San Francisco with a rapidly growing team (800+ employees by 2024)
The Product ๐ป
Claude: Advanced AI assistant with exceptional reasoning abilities
Key strengths: 100K token context window, alignment with human values, reduced hallucinations
Constitutional AI framework guides behavior through ethical principles
Excels at complex reasoning, content generation, and careful responses
The Competition ๐ฅ
Main rivals: OpenAI (direct competitor) and Google DeepMind
Differentiated by safety-first approach vs. OpenAI's move-fast strategy
Positioned as "the responsible AI scale-up" among tech giants
Formed strategic partnerships with multiple cloud providers (AWS, Google) unlike OpenAI's Microsoft-exclusive approach
Financing ๐ฐ
Raised approximately $5B across multiple funding rounds
Recent Series E (March 2025) valued company at $61.5B
Major investors: Google ($2B+), Amazon ($4B commitment), Salesforce, Zoom
Anthropic is developing a model 10x more powerful than GPT-4. The company is expanding its global reach through strategic partnerships and building on its lead in AI safety. High computing costs could slow its ambitious development goals. ๐