The TL Podcast for June 23rd: Tech runs merrily toward the tariff cliff Everything is going right with the major themes of tech, including the rebound in the semiconductor market that is propelling companies such as Indie Semiconductor, and the continued health of AI propelling
HARDWARE
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Lidar Cars and Tesla FSD Gap to Level 4 Autonomy
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Lidar equipped cars can be mass produced for $30k. And Tesla FSD is still L2, needs 100-1000x higher city miles per critical disengagement to get to L4.
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Google Introduces Gemini Robotics On-Device for Dexterous Manipulation
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Today, we introduced Gemini Robotics On-Device 🤖
— Google AI (@GoogleAI) 24 juin 2025
🧪 Designed for rapid experimentation with dexterous manipulation.
🦾 Adaptable to new tasks through fine-tuning to improve performance.
👟 Optimized to run locally with low-latency inference.
Learn more… https://t.co/h2d1TZ49qmToday, we introduced Gemini Robotics On-Device Designed for rapid experimentation with dexterous manipulation. Adaptable to new tasks through fine-tuning to improve performance. Optimized to run locally with low-latency inference. Learn more
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Gemini Robotics Demonstrates Efficiency in Compact Onboard Models
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Amazing to see the generality & dexterity of Gemini Robotics in a model small enough to run directly on a robot. Incredible speed & performance even in areas with low connectivity. Excited to continue this momentum to make robots more helpful & useful to people https://t.co/8w3JvpKmqT
— Demis Hassabis (@demishassabis) 24 juin 2025Amazing to see the generality & dexterity of Gemini Robotics in a model small enough to run directly on a robot. Incredible speed & performance even in areas with low connectivity. Excited to continue this momentum to make robots more helpful & useful to people
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Jensen Huang at VivaTech Paris 2025 Prepares World for Robots
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🇫🇷 Jensen au Viva Tech Paris 2025
— VISION IA (@vision_ia) 24 juin 2025
Il prépare le monde aux robots.
Une IA qui vous parle. Un robot qui vous regarde. Un GPU qui pense. pic.twitter.com/xk0R4zCqM4Jensen au Viva Tech Paris 2025 Il prépare le monde aux robots. Une IA qui vous parle. Un robot qui vous regarde. Un GPU qui pense.
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Sauron Smart Gimbal Reaches Pioneer Build Phase for Illegal Fishing Detection
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Shout-out to Sauron – The Intelligent Gimbal for making it to the Pioneer 10 build phase! This smart gimbal keeps an AI-powered eye (which is NOT wreathed in flame) on the sea, scanning for boats and spotting illegal fishing activity in real time. It’s a vision system with
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OpenAI Trademark Clash, ElevenLabs Voice, AI Jobs Update
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Top stories in AI today: – OpenAI scrubs 'io' over trademark clash
– ElevenLabs drops new voice assistant – How to optimize prompts for better AI output
– Reddit eyes World ID for human verification
– 4 new AI tools & 4 job opportunities Read more: https://
therundown.ai/p/openais-hard
ware-hits-legal-roadblock
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Microsoft Launches Mu: Lightweight On-Device Language Model for Copilot+
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Microsoft dropped a micro-sized, task-specific, on-device language model called Mu It is offloaded fully onto NPUs on Copilot+ devices and powers real-time interactions, like the new Settings AI agent inside Windows 11
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AI Tools Enable Brain-Scale Processing at Terabyte and Petabyte Levels
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It's not about speed. It's about I/O size. Brains using AI tools are operating at terabyte levels, some even at petabyte scale.
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NVIDIA and Novo Nordisk Accelerate Drug Discovery with AI
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We're partnering with @novonordisk and the Danish Centre for AI Innovation to speed up drug discovery using AI and the Gefion supercomputer. Explore how #NVIDIABioNeMo and advanced AI workflows are transforming research. Learn more https://
nvda.ws/4dRtlqO @NVIDIAHealth