Broadcom’s Earnings and AI Chip Demand

Ok, fine, says Sam, here’s a new GPT model so you’ll hopefully stop saying we’re behind. Broadcom as another AI bellwether. Now that Disney is in bed with OpenAI, they’re ceasing and desisting Google. And, of course, The Weekend Longreads Suggestions.

• OpenAI Launches GPT-5.2 as It Navigates ‘Code Red’ (Wired)
• GPT-5.2 is OpenAI’s latest move in the agentic AI battle (The Verge)
• Trump threatens funding for states over AI regulations (Reuters)
• Broadcom beats on earnings and revenue, says AI chip sales will double in current quarter (CNBC)
• Disney Accuses Google of Using AI to Engage in Copyright Infringement on ‘Massive Scale’ (Variety)

Weekend Longreads Suggestions:

• Want This Hearing Aid? Well, Who Do You Know? (Wired)
• Tech bros head to etiquette camp as Silicon Valley levels up its style (The Washington Post)
• Why AGI Will Not Happen (Tim Dettmer)

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