エピソード

  • Perplexity AI's $30B Valuation and the Nvidia Talks

    Perplexity AI's $30B Valuation and the Nvidia Talks
    2026/09/01
    Perplexity AI tripled its annualized revenue to over $750 million in roughly half a year — and most of that surge traces to a single new product that isn't quite search. This episode tracks how a citation-first answer engine is pushing into AI agents, and what a reported Nvidia investment signals about where that heading next.
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    9 分
  • Velaura AI's $110M Bet on Power-Efficient Silicon

    Velaura AI's $110M Bet on Power-Efficient Silicon
    2026/08/24
    Velaura AI raised a $110 million Series A on the strength of thirty million chips already in the field — not a pitch deck. The Santa Clara startup licenses a chip IP block called Titan Core that promises two to four times more AI performance per watt, and collects royalties tied to the power savings it delivers.
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    10 分
  • Canva AI 2.0 vs Adobe Firefly for Client Campaigns

    Canva AI 2.0 vs Adobe Firefly for Client Campaigns
    2026/08/20
    Trip Wire and Jack Lock pit Canva AI 2.0 against Adobe Firefly on a concrete brief: build a brand-consistent, client-ready campaign asset set — social graphic, slide, and supporting image — that's editable at the component level and commercially safe to ship. The verdict splits cleanly, and the clause that decides it may surprise you.
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    11 分
  • Krea 2 LoRA Style Training Tested on Five Images

    Krea 2 LoRA Style Training Tested on Five Images
    2026/08/13
    Trip Wire and Jack Lock put Krea 2's new LoRA training to the test — not the model launch itself, but the narrower question of whether you can take a real, ownable illustration style and make it reliably reusable across new subjects and scenes. They work through the Doodles/Burnt Toast case, independent community evidence, and the honest gaps in pipeline, resolution, and licensing.
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    11 分
  • GPT-Transcribe Batch vs. Live for Podcast Tape

    GPT-Transcribe Batch vs. Live for Podcast Tape
    2026/07/30
    OpenAI released two transcription models — GPT-Transcribe and GPT-Live-Transcribe — just two days before this recording, so real performance data is still thin. Trip Wire and Jack Lock work through what's actually documented: the truncation bug that silently drops audio, phantom name substitutions, billing telemetry that returns zeros, and where live versus batch transcription genuinely differ. The takeaway is grounded in reports from developers hitting real walls, not launch-day marketing.
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    10 分
  • Claude Code Desktop iOS Simulator Pane vs. Shippable UI

    Claude Code Desktop iOS Simulator Pane vs. Shippable UI
    2026/07/23
    Anthropic's Claude Code desktop app just added an iOS Simulator Pane that lets the coding agent build, launch, and tap through an app it wrote — closing the does-it-run gap for mobile UI. Trip Wire and Jack Lock break down what that verification loop actually delivers, where it falls short, and what traps to watch for before you trust it at the merge queue.
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    9 分
  • Walden Robotics and Its $300M Bet on Factory AI

    Walden Robotics and Its $300M Bet on Factory AI
    2026/07/20
    Walden Robotics spun out of Toyota Research Institute in January and had humanoid robots running eight-hour production shifts by February — a timeline almost unheard of in the field. In July, the Cambridge startup announced a $300 million seed round at a $1.1 billion valuation, backed by Toyota, NVIDIA, Boeing, and Samsung. This episode looks at the Large Behavior Model technology behind the robots, the team that built it, and the open question of whether performance inside Toyota's plants can translate anywhere else.
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    10 分
  • Northslope Acquired by OpenAI's DeployCo After $22M Series A

    Northslope Acquired by OpenAI's DeployCo After $22M Series A
    2026/07/16
    Northslope was an 88-person applied AI company built by ex-Palantir engineers to deploy custom applications inside large enterprises. About five months after closing a $22 million Series A, OpenAI's deployment subsidiary came calling. The story behind that acquisition reveals a quiet but significant shift in how frontier AI labs think about where the real value gets created.
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    10 分