(Preview) AI and the Winner’s Curse, Google’s Genie 3 Breakthrough, Questions on Intel, Fertility Rates, and Banning Advertising

Andrew and Ben discuss Ben’s article on Apple and AWS in the AI era, including a call for Apple to make an acquisition, a bit of AWS history, AWS as the new Azure, and the challenge of making changes amidst continued success. Then: Thoughts on Google’s Genie 3 breakthrough and OpenAI’s open weights models, and questions on Intel, scrutiny of Lip-Bu Tan, whether AI will compound the fertility crisis, and an emailer who wants to eliminate advertising from the human condition.

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Paradigm Shifts and the Winner’s Curse — Stratechery (stratechery.com/2025/paradigm-shifts-and-the-w…)

Genie 3: A new frontier for world models — Google DeepMind (deepmind.google/discover/blog/genie-3-a-new-fr…)

Trump Calls on Intel CEO to Resign Over China Ties — Wall Street Journal (wsj.com/tech/trump-intel-ceo-lip-bu-tan-resign…)

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