1 00:00:00,000 --> 00:00:05,200 A little bit of tech news in my life, a little bit of tech news by my side, 2 00:00:05,200 --> 00:00:10,720 a little bit of tech news is all I need, a little bit of tech news is what I see. 3 00:00:10,720 --> 00:00:17,200 ARM has given Qualcomm 60 days notice that their architectural license agreement will be cancelled, 4 00:00:17,200 --> 00:00:23,600 according to Bloomberg, based on alleged trademark infringement and breach of contract in 2022. 5 00:00:23,600 --> 00:00:27,520 The loss of this license would be potentially devastating for Qualcomm, 6 00:00:27,520 --> 00:00:31,840 which uses ARM architecture in almost all of their products. 7 00:00:31,840 --> 00:00:35,360 Shares for both companies fell in response to the news. 8 00:00:35,360 --> 00:00:41,520 Qualcomm by 3% and ARM by 6.4%, indicating that people watching the market are nervous 9 00:00:41,520 --> 00:00:44,960 that this escalation could cause harm on both sides. 10 00:00:44,960 --> 00:00:48,960 If you didn't know, ARM was already suing Qualcomm over this issue, 11 00:00:48,960 --> 00:00:52,480 and in fact their trial is coming up on December 16th. 12 00:00:52,480 --> 00:00:58,240 Only 53 days from now, and only a handful of days before ARM's deadline. 13 00:00:58,240 --> 00:01:02,240 They can start the trial, I guess, and then see what happens. 14 00:01:03,280 --> 00:01:12,400 It's a bit of a weird time to send a 60-day notice. At the heart of the disagreement is Qualcomm's 2021 acquisition of server CPU startup Nuvia. 15 00:01:12,400 --> 00:01:16,720 At the time, both Qualcomm and Nuvia had separate licenses from ARM, 16 00:01:16,720 --> 00:01:21,360 but ARM contended that Nuvia's license and the chip designs based on that license 17 00:01:21,360 --> 00:01:27,440 were non-transferrable, and that Qualcomm had a duty to renegotiate its contract upon acquisition 18 00:01:27,440 --> 00:01:32,000 of Nuvia. Qualcomm, of course, went ahead and incorporated Nuvia's tech into its latest 19 00:01:32,000 --> 00:01:36,640 Snapdragon X series of laptop chips. The suspicious timing of this most recent 20 00:01:36,640 --> 00:01:42,720 threat has led commenters, who, quote, weren't born yesterday, to speculate that ARM is trying to 21 00:01:42,720 --> 00:01:48,240 force, nay, strong ARM, a resolution in its own favor. They just, like, 22 00:01:49,200 --> 00:01:55,760 they like a certain kind of limb. According to Korean news outlet MK, Intel has proposed a 23 00:01:55,760 --> 00:02:02,160 foundry alliance with their foundry rival, Samsung, so they can come together in their fight against 24 00:02:02,160 --> 00:02:07,520 industry-leading semiconductor foundry, TSMC. There's a lot of drama in the foundry world. 25 00:02:07,520 --> 00:02:12,800 It's kind of a, the enemy of my enemy is also getting his ass beat kind of situation. 26 00:02:13,440 --> 00:02:18,480 Classic. Samsung is doing somewhat better than Intel's struggling foundry division with a foundry 27 00:02:18,480 --> 00:02:26,880 market share of 11.5%, but TSMC has a 62.3% share of the foundry market and a 92% share 28 00:02:26,880 --> 00:02:32,320 of advanced semiconductors. There's plenty of ways that an Intel-Samsung team-up could help 29 00:02:32,320 --> 00:02:37,680 both companies, such as sharing facilities or R&D collaborations, which isn't to say that TSMC's 30 00:02:37,680 --> 00:02:43,440 situation is all roses. The company recently notified the US government that some of their chips 31 00:02:43,440 --> 00:02:49,680 wound up in high-end Huawei devices, which would violate US imposed export restrictions. 32 00:02:49,680 --> 00:02:56,800 Of course, that's only if TSMC knew about the diversion of its chips, which I don't, 33 00:02:56,800 --> 00:03:01,280 we just put them out the door. We don't know where they go. Both companies deny working with each 34 00:03:01,280 --> 00:03:06,320 other, and there's some indication that TSMC identified the client they produced these specific 35 00:03:06,320 --> 00:03:13,120 chips for and halted chipmints to them in mid-October. Which is right now. 36 00:03:14,720 --> 00:03:18,880 It's exactly how somebody not guilty might act in these circumstances, 37 00:03:18,880 --> 00:03:23,760 but it wouldn't be the first time a major company intentionally violated a trade ban with China. 38 00:03:23,760 --> 00:03:30,880 The opium war is for one. In AI news, Anthropic has released a new tool called 39 00:03:30,960 --> 00:03:36,640 computer use that allows their chatbot, Claude, to follow multi-step instructions and complete 40 00:03:36,640 --> 00:03:42,480 basic tasks by taking control of a user's mouse and keyboard. While in the grand scheme of things, 41 00:03:42,480 --> 00:03:48,000 it's a somewhat minor and obvious progression in AI ability, it also feels like foreshadowing 42 00:03:48,000 --> 00:03:53,680 from a Black Mirror episode. Despite these kinds of new and unnerving advances, Microsoft and Open 43 00:03:53,680 --> 00:03:58,320 AI have announced that they will be giving a small group of local media organizations 44 00:03:58,320 --> 00:04:05,120 $10 million to have their newsrooms try using AI tools. Because this is a technology so valuable, 45 00:04:05,120 --> 00:04:10,160 you have to literally bribe businesses to use it. It'll help you, we swear. Just try it. 46 00:04:10,160 --> 00:04:14,880 The AI isn't making us do this. Trust me. While there's probably some value in local news outlets 47 00:04:14,880 --> 00:04:20,000 getting access to high-tech resources, we should probably be relatively cautious about introducing 48 00:04:20,000 --> 00:04:26,400 computers who lie into the news. There may be some hope for the concept of reality though, 49 00:04:26,480 --> 00:04:32,080 as Google is now making SynthID, its developer tool that watermarks AI content, 50 00:04:32,080 --> 00:04:37,680 more widely available. Even without a watermark, however, Alcon Entertainment is pretty sure that 51 00:04:37,680 --> 00:04:44,480 Tesla used an AI-generated image based on Blade Runner 2049 at a promotional event for the CyberCab. 52 00:04:44,480 --> 00:04:50,160 In part, it's because Tesla approached Alcon to lease the rights and the entertainment company 53 00:04:50,160 --> 00:04:55,600 refused, which is why Alcon is now suing. See how that works? Honestly, it's like yesterday, 54 00:04:55,600 --> 00:05:00,480 your co-worker's dog went missing and then you show up with an almost identical dog in a fake 55 00:05:00,480 --> 00:05:06,400 mustache. This is Alberto. He has nothing to do with your dog. Always being watched is a reality 56 00:05:06,400 --> 00:05:11,520 of the modern world. I'm being watched by you while you're being watched by interdimensional 57 00:05:11,520 --> 00:05:18,640 beings called QuickBits. Some of them are friendly. A lawsuit has been filed in Norfolk, 58 00:05:18,720 --> 00:05:25,360 Virginia, over a network of 172 AI-powered cameras that track what cars are driving by 59 00:05:25,360 --> 00:05:31,120 using license plate recognition. The cameras are sold by Flock, who has sold similar networks to 60 00:05:31,120 --> 00:05:36,400 more than 5,000 other communities in the United States. The lawsuit claims that police can track 61 00:05:36,400 --> 00:05:41,600 citizens' daily habits and routines using the cameras. Because they've got nothing else to do. 62 00:05:41,600 --> 00:05:46,560 It argues that police can infer where one of the plaintiffs, Lee Schmidt, is going, 63 00:05:46,560 --> 00:05:51,600 based on where he turns at a monitored intersection near his house. And Schmidt essentially can't 64 00:05:51,600 --> 00:05:55,520 leave his neighborhood without being caught on camera. And since he's always on camera, 65 00:05:55,520 --> 00:06:00,720 he always looks 10 pounds heavier than he is. This is an issue. They don't even get his good side. 66 00:06:00,720 --> 00:06:07,440 Apple is reportedly working on a new dedicated game store and social app for iPhone, according to 67 00:06:07,440 --> 00:06:13,200 a report from 9 to 5 Mac. Sources tell the outlet that the app will feature game suggestions and 68 00:06:13,200 --> 00:06:18,480 tabs for friends and challenges. Apparently, Apple is even experimenting with FaceTime and 69 00:06:18,480 --> 00:06:23,600 iMessage integration to help gamers connect with each other. The timing is a little suspect, 70 00:06:23,600 --> 00:06:30,320 seeing as Epic just won the right to put their game store on iOS in the EU. If Apple is copying 71 00:06:30,320 --> 00:06:36,480 Epic, I really want to see Tim Cook promote a Fortnite clone at WWDC. Alright squad, where are 72 00:06:36,480 --> 00:06:43,680 we dropping? I will end you. A proposed FCC rule that would require carriers to unlock phones for 73 00:06:43,680 --> 00:06:50,640 use on other networks 60 days after activation is shockingly unpopular with the aforementioned 74 00:06:50,640 --> 00:06:56,800 carriers. In a filing with the FCC, T-Mobile, who locks their phones for up to a year, said that 75 00:06:56,800 --> 00:07:03,760 mandating earlier unlocks would mean that consumers risk losing access to the benefits of free or 76 00:07:03,760 --> 00:07:10,000 heavily subsidized handsets. A risk that T-Mobile would be powerless to do anything about. AT&T 77 00:07:10,000 --> 00:07:16,800 agrees, saying such a policy would harm consumers by creating upward pressure on handset prices. Why? 78 00:07:18,640 --> 00:07:26,800 Why do quarks spin? Because little tiny overpaid executives make them, obviously. Fun fact in 79 00:07:26,800 --> 00:07:34,080 Canada, phones are legally required to be unlocked. And it's okay, it's fine. TikTok's STEM tab, 80 00:07:34,080 --> 00:07:39,440 which shows curated educational material, is now enabled by default on the app, 81 00:07:39,440 --> 00:07:44,320 meaning that it's now just as easy to fat-finger away into an explanation of the Doppler effect as 82 00:07:44,320 --> 00:07:50,640 it is somebody's sleepstream. The tab itself isn't new, it was added on March 14th, aka 83 00:07:50,640 --> 00:07:56,000 Pi Day last year. Its increased prominence is probably an attempt by ByteDance to convince 84 00:07:56,000 --> 00:08:02,880 lawmakers that an app as addictive as heroin is somehow educational. Hold on, there's something 85 00:08:02,880 --> 00:08:09,040 there. Maybe we should give students heroin. And a satellite designed and built by Boeing, 86 00:08:09,040 --> 00:08:13,840 of course, mysteriously shattered, oh god, this fucking company, I don't understand. And a 87 00:08:13,840 --> 00:08:20,800 satellite designed and built by Boeing mysteriously shattered into at least 57 separate pieces. 88 00:08:20,800 --> 00:08:25,040 Did they start building their things with paper glue or something? What's going on? 89 00:08:25,040 --> 00:08:30,720 Just slam dunked it like Ramazern. This is while two astronauts sent into space by 90 00:08:30,720 --> 00:08:36,000 Boeing's Starliner in June are still stranded on the International Space Station. It's not 91 00:08:36,000 --> 00:08:41,120 going that much better for the company on land, either, as Boeing is trying to convince its workers 92 00:08:41,120 --> 00:08:47,280 not to strike pleas for a sixth week. Of course, there was also the cabin panel blowout of a Boeing 93 00:08:47,280 --> 00:08:54,320 Max jet back in January, so space, air, and land are losing fronts. Maybe try the sea? 94 00:08:55,680 --> 00:08:59,680 Actually, maybe don't. But maybe you should try coming back on Friday for more tech news. 95 00:09:00,560 --> 00:09:02,720 We promise there will be no incidents.