OpenAI Speeds Up IPO Plans for Potential 2026 Listing, AI-Assisted Screening Cuts Late-Stage Breast Cancer Diagnoses by 12%, and Project Genie, Google’s $250/Month AI World Model, Goes Live
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Show Notes
Apple Posts Best-Ever iPhone Quarter
Apple reported its best-ever quarter for iPhone sales, achieving $85 billion in revenue, up from $69 billion the prior year, driven by strong global demand for the new iPhone 17. A major factor was the significant increase in sales in Greater China, where revenue rose from $18.5 billion to $25.5 billion. India also had a record quarter for iPhone, Mac, iPad, and services revenue. Overall sales growth was seen across all geographic segments, including the Americas and Europe.
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OpenAI Accelerates IPO Plans
OpenAI, valued at $500 billion, is reportedly accelerating plans for a public listing in Q4 this year, aiming for what could be the biggest IPO in 2026. The company is in informal talks with banks and strengthening its finance team to manage investor relations, but it faces challenges including rapid growth, recent leadership changes, fierce competition from Google and Anthropic, and a major lawsuit from co-founder Elon Musk. A successful IPO is essential for securing the massive funding needed for its future AI infrastructure and chip deals.
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AI Improves Breast Cancer Screening Outcomes
A large-scale Swedish study in The Lancet showed AI-assisted breast cancer screening, involving 100,000 women, led to a 12% reduction in late-stage diagnoses and increased early detection. The AI triaged low-risk mammograms for a single radiologist and high-risk cases for double reading. The AI group had a slightly lower cancer rate (1.55 vs. 1.76 per 1,000) and a higher initial detection rate (81% vs. 74%). Experts see this as a promising way to reduce radiologist workload and improve outcomes, stressing AI should assist, not replace, human judgment.
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Google’s Project Genie Goes Public—At a Premium
Project Genie, an advanced research prototype and evolution of Google’s Genie 3 world model, is now available to users of the most expensive AI subscription ($250 per month) via a dedicated web app. Utilizing updated models like Nano Banana Pro and Gemini 3, it generates 720p, 24fps interactive video environments from text prompts or images, allowing users to explore the simulated world for 60 seconds using WASD controls, with the option to remix or re-run the result. Current limitations include input lag, the brief exploration time, the removal of promotable events, and potential issues with physics modeling and changing content restrictions.
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Perplexity Signs $750M Cloud Deal With Microsoft
AI startup Perplexity has signed a three-year, $750 million deal with Microsoft to use the Azure cloud service, according to Bloomberg News. This agreement, facilitated through Microsoft’s Foundry program, will allow Perplexity to run various AI models from companies like OpenAI, Anthropic, and xAI. Microsoft confirmed the partnership for model sourcing, though Perplexity stated this does not change its primary spending on its main cloud provider, Amazon Web Services, which sued the startup last year.
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NASA Delays Artemis II Rehearsal
NASA has postponed the Artemis II wet dress rehearsal until Monday, February 2nd, due to cold weather, pushing the first potential launch window to Sunday, February 8th, as the February 6th and 7th dates are no longer possible. This 49-hour rehearsal, involving fueling and a simulated countdown, is vital for the crewed Artemis II mission, which will send astronauts Christina Koch, Jeremy Hansen, Victor Glover, and Reid Wiseman on a 10-day journey around the moon, following the uncrewed Artemis I and preceding Artemis III, the planned mission to return astronauts to the lunar surface.
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China Approves Major NVIDIA AI Chip Purchase
China reportedly approved the purchase of 400,000 NVIDIA H200 AI chips by companies like DeepSeek, ByteDance, Alibaba, and Tencent. This follows US approval for NVIDIA to sell the advanced H200 and the less powerful H20 to vetted Chinese firms, despite a 25% tariff. While Chinese authorities are finalizing conditions and NVIDIA’s CEO hasn’t received orders, the deal allows China access to superior chips. However, the purchase might face US scrutiny due to accusations that NVIDIA assisted DeepSeek in developing AI potentially usable by the Chinese military.
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Microsoft Explores a Top Menu Bar for Windows 11
Microsoft’s PowerToys team is considering adding an optional, highly customizable top menu bar for Windows 11 called the Command Palette Dock. Similar to menus in Linux or macOS, this dock would offer quick access to tools and system monitoring, support extensions in three distinct regions, and be configurable in terms of position, background, styling, and theme. It is intended to work alongside the existing Command Palette launcher, and Microsoft is currently seeking community feedback and providing an early version on GitHub.
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Pixel Tablet Gets Extended Update Support
Google has extended the Android OS and security updates for the Pixel Tablet until June 2028, aligning its support with the 5-year window of the Pixel 6 and 7 series. This quiet change on the support page gives the tablet, which previously was set to end updates in June 2026, a new lease on life for users, although newer Pixel devices now receive 7 years of support.
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The Nintendo Switch is officially the company’s best-selling console, and Firefox will get an AI kill-switch feature in the next version of its browser later this month.