tech

Rani Molla11/18/25

Google’s CEO on AI bubble: “I think no company is going to be immune, including us”

Alphabet and Google CEO Sundar Pichai is the latest head of a tech firm investing heavily in AI to admit that we may be in a bubble.

“I think no company is going to be immune, including us,” he told the BBC.

But like the others, he believes his company is positioned to come out on the other side stronger. And like the others, he compares the current moment’s AI spending to the “excess investment” of the earlier internet that ultimately led to the dot-com bubble. While there were huge losses, the technology changed the world and is integral to how it works today.

“Given the potential of this technology, the excitement is very rational,” Pichai told the BBC. “It’s also true when we go through these investment cycles there are moments where we all shoot collectively as an industry.”

“There are elements of irrationality through a moment like this.”

Google boss says trillion-dollar AI investment boom has 'elements of irrationality'

Google boss says trillion-dollar AI investment boom has 'elements of irrationality'

But like the others, he believes his company is positioned to come out on the other side stronger. And like the others, he compares the current moment’s AI spending to the “excess investment” of the earlier internet that ultimately led to the dot-com bubble. While there were huge losses, the technology changed the world and is integral to how it works today.

“Given the potential of this technology, the excitement is very rational,” Pichai told the BBC. “It’s also true when we go through these investment cycles there are moments where we all shoot collectively as an industry.”

“There are elements of irrationality through a moment like this.”

More Tech

Claire Yubin Oh

isn’t it aironic?

Stack Overflow’s forum is dead thanks to AI, but the company’s still kicking... thanks to AI

The platform is raking in millions of dollars in revenue, with AI an ironic new source of revenue.

tech

AI leaderboard maker LMArena hits $1.7 billion valuation

If you want to know who’s up and who’s down in the AI model world, look no further than LMArena’s leaderboard. The startup has just raised a $150 million series A fundraising round, with a valuation of $1.7 billion.

In seven months, LMArena has raised $250 million, according to TechCrunch.

The leaderboard started as a research project by cofounders Anastasios Angelopoulos and Wei-Lin Chiang when they were graduate students at UC Berkeley.

The public leaderboard — formerly known as “Chatbot Arena” — shows the results of human evaluations of AI models for various tasks. Users can rate which model did a better job on one task in a sort of blind taste test.

The leaderboard is a hotly contested proving grounds for new models, and the company occupies a powerful position in an industry that lacks independent, industry-standard evaluations.

LMArena lands $1.7B valuation four months after launching its product | TechCrunch

LMArena lands $1.7B valuation four months after launching its product | TechCrunch

The leaderboard started as a research project by cofounders Anastasios Angelopoulos and Wei-Lin Chiang when they were graduate students at UC Berkeley.

The public leaderboard — formerly known as “Chatbot Arena” — shows the results of human evaluations of AI models for various tasks. Users can rate which model did a better job on one task in a sort of blind taste test.

The leaderboard is a hotly contested proving grounds for new models, and the company occupies a powerful position in an industry that lacks independent, industry-standard evaluations.

tech

Rani Molla1/6/26

Uber jumps after unveiling Lucid robotaxi at CES

Uber shares jumped more than 5% after the company unveiled a production-intent robotaxi developed in partnership with Lucid and Nuro at the Consumer Electronics Show on Monday. The autonomous vehicle runs on Nvidia’s Drive AGX Thor computer. Nvidia itself announced a slate of autonomous hardware and software announcements at CES.

The companies said this fall that the San Francisco Bay Area will be the first market for the joint effort. The robotaxi is already being tested on public roads, with a commercial launch planned for later this year.

Uber + Lucid + Nvidia is just another example of the tangled web of partnerships in the autonomous driving space, where Nvidia is now becoming more and more prominent.

This is Uber's new robotaxi from Lucid and Nuro | TechCrunch

This is Uber's new robotaxi from Lucid and Nuro | TechCrunch

The companies said this fall that the San Francisco Bay Area will be the first market for the joint effort. The robotaxi is already being tested on public roads, with a commercial launch planned for later this year.

Uber + Lucid + Nvidia is just another example of the tangled web of partnerships in the autonomous driving space, where Nvidia is now becoming more and more prominent.

tech

Rani Molla1/6/26

Meta delays international Ray-Ban Display expansion thanks to “unprecedented demand” and “extremely limited inventory”

Meta said today that it’s delaying the early 2026 international expansion of its Ray-Ban Display glasses because of “extremely limited inventory” and “unprecedented demand.” The company didn’t specify whether the issue was more supply or demand, but has previously insisted its smart glasses are a hit.

Waitlists for the smart glasses, which are controlled with a band you wear on your wrist, extend “well into 2026.”

“We’ll continue to focus on fulfilling orders in the US while we re-evaluate our approach to international availability,” the company wrote. Expansion had been planned for the UK, France, Italy, and Canada.

In order to buy the smart glasses, consumers must do an in-person product demo to ensure the tech is “properly fitted to you,” according to Meta. Demos in New York City are unavailable for the next few weeks, the company’s scheduling website shows. It also notes that “that due to high demand, the product may be sold out and unavailable for purchase after your demo.”

US-AI-TECH-COMPUTERS-TELECOM

Nvidia’s autonomous tech gives other automakers a chance to take on Tesla

Nvidia made a number of autonomous vehicle announcements at CES yesterday that should have Tesla worried.

Rani Molla1/6/26

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