NOT Alright, Alright, Alright - Techmeme Ride Home Recap

Podcast: Techmeme Ride Home

Published: 2026-01-14

Duration: 20 minutes

Summary

NVIDIA's chip sales to China face uncertainty due to Chinese regulations, Tesla shifts its FSD sales model, and Matthew McConaughey takes legal action against unauthorized AI use of his voice.

What Happened

NVIDIA's H200 chips have been approved for sale in China by the U.S., but Chinese customs are blocking their import, creating tension in U.S.-China relations. The chips are crucial for AI development, but China's restrictions might be a strategic move to support local companies or negotiate with the U.S.

Meta is shutting down three VR studios as part of its cost-cutting measures. This includes developers like Twisted Pixel and Sanzaru Games. The decision is part of a broader strategy to focus resources on growing its wearable technology segment.

Tesla is transitioning its Full Self-Driving (FSD) software to a subscription-only model after February 14th. This shift aims to boost subscription numbers, which are tied to CEO Elon Musk's compensation package. The company faces ongoing challenges with retrofitting older vehicles to support FSD.

Matthew McConaughey has secured trademarks to protect against unauthorized AI use of his voice and likeness. This move is part of a broader effort to set legal precedents in the face of growing AI misuse in the entertainment industry.

Microsoft is increasing its investment in Anthropic AI, aiming to integrate its models into Azure services. This strategy highlights Microsoft's approach to partnering with multiple AI developers to maintain a competitive edge.

Apple faces supply chain challenges due to a shortage of high-end glass cloth fiber needed for its devices. This shortage is exacerbated by increased demand from AI-driven companies, forcing Apple to take measures to secure its supply.

Key Insights