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Episode 220 - Intel's Layoffs vs. Acquisitions, AI21's Rise, and Microsoft's Big Split 26.11.2025 24:51
Intel is making mixed moves in Israel, laying off hundreds of employees while also acquiring cloud optimization startup Granulate for $650 million. Its venture arm, Intel Capital, also led a $30 million Series A funding round for Hardware-as-a-Service platform Xyte. In other major funding news, AI21 Labs raised $232 million from Nvidia and Google, reaching a $1.4 billion valuation. Meanwhile, Micr...
Episode 219 - AI's ROI | Estimating AI productivity gains 26.11.2025 29:09
Estimating AI productivity gains https://www.anthropic.com/research/estimating-productivity-gains?utm_source=alphasignal&utm_campaign=2025-11-26&lid=Ci5OpFSefzoYskOn
Chapter 218 - Sutskever: The Age of Research 26.11.2025 37:59
Ilya Sutskever - We're moving from the age of scaling to the age of research https://www.youtube.com/watch?v=aR20FWCCjAs
Episode 217 - ChatGPT Shopping, Gemini's AI Watermarks, Whale Drones, and Israel's Tech Boom 25.11.2025 26:14
The Arc browser is integrating features from OpenAI and ChatGPT, and a guide is available for using ChatGPT for shopping research. Google's SynthID tool can now watermark and identify AI-generated images from its Gemini model. In other technology news, a RAM shortage is causing market prices to increase. Drones are transforming marine mammal research. In news from Israel, Samsung is in talks to ac...
Episode 216 - Samsung's Deal, Microsoft's AI Warning, Intel's 4-Day Week & Israeli Tech Growth 20.11.2025 28:30
Samsung is in talks to acquire Israeli autotech company Autotalks for $200 million and has also unveiled its Galaxy S23 series, closing the gap between its standard and Ultra models. Meanwhile, critics are scoffing at Microsoft after it warned that one of its own AI features could infect machines and steal data. In other corporate news, Intel Israel is moving its manufacturing plants to a 4-day wo...
Episode 215 - The AI Code Shift with Martin Fowler 20.11.2025 31:31
How AI will change software engineering - with Martin Fowler https://youtu.be/CQmI4XKTa0U
Episode 214 - Intel's Israel Spree, OpenAI's Lost Founder, Coding Vibes & Windows AI Risks 19.11.2025 29:27
Intel is making significant moves with a planned $650 million acquisition of Israeli startup Granulate and a separate $15 billion investment to expand its Kiryat Gat factory. Mellanox is set to acquire EZchip for $811 million. AI chip developer Hailo has raised $120 million in funding and launched a new processor for edge devices. NurExone has secured $7.5 million to advance the development of its...
Episode 213 - The Chip War, AI Cancer Detection, & Hamas Crypto, plus Israel's latest tech boom. 19.11.2025 27:41
In the semiconductor sector, the ongoing US-China conflict is fueling a boom in chip stocks, while Samsung reportedly plans to exclusively use Qualcomm chips in its upcoming Galaxy S25. In artificial intelligence news, Israel has launched IBEX, its first AI-focused investment bank, and Scopio Labs has received FDA clearance for its AI platform for rapid bone marrow cancer detection. Additionally,...
Episode 212 - Microsoft’s Copilot Push, Israel’s Tech Churn, and the Trillion-Dollar AI Warning 18.11.2025 21:53
Microsoft 's CEO Satya Nadella promises a "completely new" company with a vision for an AI-powered PC featuring Windows Copilot. This includes integrating Copilot chat into its Office suite and launching Microsoft Agent to give businesses more security control. Google is laying off dozens in Israel amid global cuts and has updated its Calendar to schedule tasks as time blocks, while CEO Sundar Pic...
Episode 211 - Windows Gets AI Taskbar Agents 18.11.2025 11:40
Microsoft to Integrate AI Agents into Windows 11 Taskbar https://www.theverge.com/news/821948/microsoft-windows-11-ai-agents-taskbar-integration
Episode 210 - Israel's Spyware Scandal, a $1.25B Chip Bet & Wix Layoffs, amid AI deals and global backlash. 17.11.2025 23:20
In AI news, Jeff Bezos is funding the startup 'Project Prometheus,' while OpenAI's Sam Altman celebrated ChatGPT's mastery of em dash formatting. The Israeli tech sector is experiencing a mix of major deals and challenges. On the investment front, India is investing $1.25 billion in chipmaker Tower Semiconductor, and Ansys acquired startup Zemaro for hundreds of millions. Additionally, defense com...
Episode 209 - AI Dev Productivity: The 2025 Metrics 15.11.2025 31:33
How to measure AI developer productivity in 2025 | Nicole Forsgren https://www.youtube.com/watch?v=SWcDfPVTizQ
Episode 207 - GPT-5.1's Debut, Google's AI Buy, Nvidia's Surge, and the 2025 Tech Outlook 14.11.2025 25:11
OpenAI has detailed new features for its GPT-5.1 update. Google is acquiring Israeli AI code-testing startup Codium for $80-100 million and will also begin verifying developers for Android sideloading. Nvidia 's strong momentum is set to continue, with demand expected to exceed supply until 2025. Liora Ofer, chair of Melisron , discussed the company's expansion while navigating Israel's judicial o...
Episode 206 - Wiz's $6B Exit, AI Cancer Scans, & Cyber Threats, plus robotaxis, AI phones, and IVF tech. 13.11.2025 22:28
In cybersecurity, Israeli startup Wiz has emerged from stealth with a $6 billion valuation, while the country's Cyber Directorate warns of widespread Iranian cyberattacks. Defense company Elbit secured a $150 million contract for fighter jet training centers in the Asia-Pacific. In health-tech, Ibex Medical Analytics raised $55 million for its AI cancer diagnosis technology, and a study found a go...
Episode 205 - Israel's AI Boom: Nvidia's Buyout, OpenAI's Data, plus Gemini, office bias & splitting atoms. 11.11.2025 20:35
Google is integrating its Gemini AI into more products, replacing Google Assistant in Maps and rolling it out to Google TV. In other AI news, Nvidia is acquiring Israeli AI startup Run:ai for approximately $700 million, while OpenAI plans to pay Israelis for photos and videos to train its models. A survey reveals that managers admit to bias, rewarding in-office employees with higher pay. In a scie...
Episode 204 - How Language Shapes Our Space 11.11.2025 30:10
From Words to Worlds: Spatial Intelligence https://drfeifei.substack.com/p/from-words-to-worlds-spatial-intelligence
Episode 203 - How AI Gets Smarter: The LLM Learning Loop 07.11.2025 16:17
The LLM Learning Loop https://martinfowler.com/articles/llm-learning-loop.html
Episode 202 - Tech's Layoff Wave, the DAO Crash & the AI Boom, plus moves from Apple, Amazon & more. 05.11.2025 26:43
Intel is laying off 12,000 employees, representing 11% of its workforce. Apple is considering using its A-series chips for cheaper MacBooks. Nvidia and Microsoft are investing in Cognition AI, creator of the AI software engineer "Devin," while the Microsoft-owned LinkedIn faces issues with antisemitism and pro-terror content. Amazon plans to launch a robotics-powered fulfillment center in Israel....
Episode 201 - Sutskever's Safe AI, Tech's Layoff Wave, the Bubble & Apple's Liquid Glass 05.11.2025 24:23
Ilya Sutskever is opening a Safe Superintelligence R&D center in Tel Aviv, while Intel has awarded $250,000 grants to startups in AI, quantum computing, and anti-aging. In contrast, the tech industry is experiencing widespread layoffs: IoT startup Wiliot is cutting 15% of its staff, U.S. Bank is closing its Israel development center and laying off 100 employees, and major companies like Amazon...
Episode 200 - Israel's Funding Slump, Meta's AI Bias & Apple Intelligence, plus M&A and new tech. 31.10.2025 23:21
The Israeli tech sector sees mixed activity, with SanDisk acquiring startup Imagn' for $30-40 million and SolCold developing a new UV sensor, while overall tech funding plunged 56% in 2023 to a four-year low. In the AI space, Apple's Tim Cook detailed the new 'Apple Intelligence' integrations, while Meta's AI faces criticism for bias, reportedly refusing to generate images of Jews and describing t...
Episode 199 - Nvidia's $5T, Starlink in Gaza & OpenAI's update, plus other major AI overhauls. 29.10.2025 30:38
OpenAI is updating ChatGPT with company-specific knowledge, while Microsoft is overhauling Outlook with AI and adding new features to Notepad. YouTube is also leveraging AI, adding video upscaling to its TV app. The AI boom has driven Nvidia 's valuation to a record $5 trillion, with its CEO dismissing bubble concerns. In medical research, Israeli scientists are using AI to predict epilepsy post-s...
Episode 198 - Beyond Vibe Coding w/ Addy Osmani 29.10.2025 26:44
Beyond Vibe Coding with Addy Osmani https://www.youtube.com/watch?v=dHIppEqwi0g
Episode 197 - Adobe's AI Audio, Copilot in Edge, Samsung's Ring, plus AGI debates & layoffs. 29.10.2025 32:45
Adobe is expanding its AI capabilities, with its Firefly AI now able to generate soundtracks and speech. The company is also adding a beta AI assistant with prompt editing to Adobe Express and unveiling new AI features for Photoshop, Lightroom, and Premiere Pro. Microsoft and its partners are deepening their AI integration. Microsoft launched an AI-powered Copilot mode in the Edge browser. A new a...
Episode 196 - OpenAI's Atlas, the Shortcuts buyout, YouTube's deepfake AI, plus new M5 MacBooks. 25.10.2025 27:17
OpenAI has detailed updates for its ChatGPT and Atlas projects, with Atlas positioned as a competitor to Google Search. The company has also acquired the team that created Apple's Shortcuts app. YouTube is introducing a new AI tool designed to detect deepfakes and AI-generated likenesses. Industrial AI startup Cyp-I has raised $20 million in a funding round led by MoreTech. Perplexity AI has launc...
Episode 195 - Nvidia's Reign, Copilot's Throwback & Gaming Powerhouses, plus M&A and smarter AI. 25.10.2025 31:11
CyberArk is set to acquire cloud security firm Venafi for $1.54 billion. In other news, an analysis suggests Nvidia's market dominance is more significant than its valuation, the Arabian Peninsula is emerging as a gaming powerhouse, and Israel is launching a NIS 1.5 billion fund for semiconductor chip development. Intel's Moovit has been named the official transit app for the Paris 2024 Olympics....
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