Meta AI is a total mixed bag. The chatbot is plagued by brand trust issues, unfinished features, and unclear direction. But the potential is massive.Just ask its rivals, Chat GBT, Google Gemini, Perplexity, and Microsoft Copilot. They've all called Meta AI impressive in some ways, frustrating in other ways. And they're not wrong.Meta's assistant now reaches over a billion users thanks to integration across Facebook, Instagram, WhatsApp, and devices like Rayban smart glasses and the Quest headset. But it's s ...

Meta AI is a total mixed bag. The chatbot is plagued by brand trust issues, unfinished features, and unclear direction. But the potential is massive.Just ask its rivals, Chat GBT, Google Gemini, Perplexity, and Microsoft Copilot. They've all called Meta AI impressive in some ways, frustrating in other ways. And they're not wrong.Meta's assistant now reaches over a billion users thanks to integration across Facebook, Instagram, WhatsApp, and devices like Rayban smart glasses and the Quest headset. But it's s ...

I'm Olivia Moore and I'm a partner on the AI investment team here at A16Z. One of the best parts of my job is I get to test lots of new AI products, often dozens in a single week. And over the last 2 years, I've landed on a core stack of 10 products that I use weekly or even daily that make me a lot more productive.This is my AI stack. First up is Comet, which is Perplexity's new AI browser. It's become my default browser, but also more uniquely, I use it to triage my email and my calendar.It connects direc ...

As you can see right there on your screen, the Dow taking a leg lower here. Uh, OpenAI, meantime, just announcing the next version of its flagship AI model. This is the highly anticipated GPT5. The keynote is still ongoing.Open AAI is calling it its smartest, fastest, and most useful model yet. Mackenzie Sagallows has more in today's tech check. Hi, Mac.Hey, Morgan. That's right. CEO Sam Alman is billing this as OpenAI's most reliable model yet and comparing the leap to when the iPhone went from pixelated t ...

OpenAI now eyeing a staggering half a trillion dollar valuation after early stage talks with investors about an employee stock sale. Mackenzie Sagalos has that news for today's tech check. Hey Mac. Hey Leslie.So this deal, which would allow both current and former employees to sell vested shares, would put OpenAI ahead of SpaceX as the most valuable private company in the world and make it worth more than Netflix or Exxon Mobile, marking one of the fastest climbs to that level in tech history. Now, sources ...

the capex spend. Take a look at Nvidia. Um, look at Broadcom, new record high.Where where's the capex going. >> The street is telling the street is the street is telling Google they want them to be aggressive. The street the reaction to the increase in capex spend without question.The street believes that um being a top three player in AI is an existential necessity for this stock. And that's what I think you're seeing playing out on the screen today. Had they just merely reaffirmed or said, "Yeah, things a ...

Competitive Landscape - OpenAI and Perplexity are competing in the browser space, with Perplexity launching Comet for their $20 per month tier [1] - The integration of browsers with AI agents is seen as a potentially transformative category [1] - Perplexity's success hinges on the success of this new offering [2] - Google's search business is at risk, and they should leverage Chrome and Gemini to compete with ChatGPT [3] - Google's other products may be crucial for the company's future success [4] Market Trends - ChatGPT is projected to reach one billion users and is becoming the standard for consumer AI usage [2] - Being first in consumer technology provides a significant advantage [3]

AI Coding Agents: Efficacy and Usage - Coding agents are substantively useful, though opinions vary on their best practices and applications [1] - The number one mistake people make with coding agents is using them the same way they used AI coding tools six months ago [1] - The evolution of frontier model capabilities drives distinct eras in generative AI, influencing application architecture [1] Design Decisions for Agentic LLMs - Agents should make edits to files without constant human approval [2] - The necessity of a thick client (e.g., forked VS Code) for manipulating LLMs is questionable [2] - The industry is moving beyond the "choose your own model" phase due to deeper coupling in agentic chains [2] - Fixed pricing models for agents introduce perverse incentives to use dumber models [2] - The Unix philosophy of composable tools will be more powerful than vertical integration [2] Best Practices and User Patterns - Power users write very long prompts to program LLMs effectively [4] - Directing agents to relevant context and feedback mechanisms is crucial [5] - Constructing front-end feedback loops (e.g., using Playwright and Storybook) accelerates development [6] - Agents can be used to better understand code, serving as an onboarding tool and enhancing code reviews [9][11] - Sub-agents are useful for longer, more complex tasks by preserving the context window [12][13]

Let's take a look at what's going on in big tech right now. Joining us is Dan Niles. He's Niles Investment Management founder and portfolio manager.By the way, this is Dan's first time in New York since co. Really. Yeah.I mean, the last time I was on set was January 27th of 2020 and I remember that was the day Apple reported and I remember being on set and they were like, "Well, what are you thinking?" and think I said I think this co thing is going to be a big deal and I'm not going to be and then they I t ...