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
MARKET TRENDS
-
Harrison Chase discusses agentic AI and customer experience at Cisco Live
By
–
Harrison Chase recently joined Liz Centoni, Cisco's EVP and Chief Customer Experience Officer, at Cisco Live to discuss how agentic AI is redefining the future of customer experience. Watch his talk here: https://
youtube.com/live/lHte1QCJi
YQ?si=tiVcJuBK6xIGVZiW&t=3074
… -
Video Generation Models Compared: Top AI Tools Ranked
By
–
Comparing video generation models with dog gymnastics@Hailuo_AI Hailuo 2@BytedanceTalk Seedance 1@Kling_ai Kling 2.1@GoogleDeepMind Veo 3@runwayml Gen 4@OpenAI Sora pic.twitter.com/XVyK8JkevM
— Peter Gostev (@petergostev) 24 juin 2025Comparing video generation models with dog gymnastics @Hailuo_AI Hailuo 2 @BytedanceTalk Seedance 1 @Kling_ai Kling 2.1 @GoogleDeepMind Veo 3 @runwayml Gen 4 @OpenAI Sora
-
Upstage Solar-Pro2 Featured in Oracle Magazine, Free Trial Available
By
–
Upstage's next model, Solar-Pro2, and news about Document AI were featured in the Oracle official magazine. Since they will also send it as a newsletter, more than 1 million IT professionals worldwide who utilize OCI will hear about us. It's very good news. oracle.com/cloud/upstage/ The free trial of Solar-Pro2 is available until July 15. Try it out. console.upstage.ai/docs/capa… A representative AI company, Open Research Team, shared their impression of using Solar-Pro-Preview: "Based on the reasoning effort = high criteria, we judge that the performance improvement compared to Gemini 2.5 is slight, yet it still performs excellently. […] If context length and inference speed optimization are achieved, it will have global competitiveness.
-
DeepSeek’s Open Source Win Overshadows Meta’s Llama Leadership
By
–
Y algo que también dije y no me equivoqué: La gran perjudicada con la salida de DeepSeek fue Meta, a la que le rompieron el liderazgo de sacar modelos open source competentes. ¿Alguien se acuerda de Llama 4?
-
AI Drama Escalates: Disney, Meta, Microsoft in Major Disputes
By
–
Feels like the drama is ramping up at the moment. See Disney/Universal v. MidJourney, Meta acquiring Scale, MrBeast launching an AI tool, Microsoft falling out with OpenAI, etc. Drama at all time highs in the space!
-
DeepSeek Hype and NVIDIA Stock: Market Analysis
By
–
Recuerdo hace unos meses, con la salida de DeepSeek, cuando muchos analistas alarmaron sobre el desplome de NVIDIA bajo la tesis de que ya la IA no requeriría de tanta computación y blablabla… Meses más tarde -y tras la coyuntura de los aranceles- vuelve a estar en máximos.
-
AI Drama and Polarization Since 2021
By
–
When I started playing with AI in 2021, I had no idea the levels of drama (or polarization) we’d watch unfold in the space.
-
Brands compete for attention through strategic content and impact
By
–
Las marcas ya no compiten por tener el mejor producto. Compiten por atención.
— Juan Merodio (@juanmerodio) 24 juin 2025
Y la atención no se compra. Se gana.
📱 Con contenidos que conectan.
🧠 Con estrategia detrás de cada acción de marketing.
🎯 Con mensajes que impactan. pic.twitter.com/hK8l5dFEyQLas marcas ya no compiten por tener el mejor producto. Compiten por atención.
Y la atención no se compra. Se gana. Con contenidos que conectan. Con estrategia detrás de cada acción de marketing. Con mensajes que impactan. -
Lidar Cars and Tesla FSD Gap to Level 4 Autonomy
By
–
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.