If you were expecting the PlayStation 6 to arrive on the usual console timeline, it may be time to reset expectations. A new report from Bloomberg suggests Sony is considering pushing back the next PlayStation launch to 2028 or even 2029, a significant shift from the typical seven-year console cycle. Interestingly, this is something that was rumored late last year, too.

The reason is not a lack of ambition or demand. It is a global memory chip shortage driven by the rapid expansion of AI infrastructure. According to the Bloomberg report, the surge in AI data centers is consuming massive amounts of DRAM and high-bandwidth memory, leaving consumer electronics companies competing for a shrinking supply.

The AI boom is reshaping console timelines

The Bloomberg report explains that companies such as Alphabet, Amazon, Microsoft, and Meta are pouring hundreds of billions of dollars into AI data centers, buying huge numbers of AI accelerators that require enormous amounts of memory. Each new generation of AI hardware uses far more RAM than traditional PCs, and that demand is expected to keep rising through the rest of the decade.

As a result, memory manufacturers are shifting production toward high-bandwidth memory for AI workloads, leaving less capacity for consumer electronics like smartphones, laptops, and game consoles. In fact, analysts warn that this supply imbalance is not temporary and could last for years, forcing companies to rethink long-term product roadmaps.

In such a scenario, delaying the PS6 may be a strategic move from Sony. Launching a new console during a period of high component costs would likely push prices higher and risk repeating the supply shortages seen during the PS5 launch. By waiting, Sony could avoid another hardware rollout plagued by limited stock and inflated prices.

That said, if the PS6 arrives later than expected, the PS5 generation will likely enjoy a longer lifespan, giving developers more time to support existing hardware and continue releasing major titles without rushing the next transition. For now, though, Sony has not officially confirmed the delay. But if these reports hold true, the next PlayStation era may take a little longer to arrive.

Gabriel Vasquez, a partner at Andreessen Horowitz, recently revealed he took nine flights from NYC to Stockholm in one year. That wasn’t just to visit Lovable, a portfolio company, but also to look for other future Swedish unicorns before they cross the Atlantic.

This all came to light when news emerged that a16z had led a $2.3 million pre-seed round into Dentio, a Swedish startup that uses AI to help dentists’ practices with admin work. While this is a small check for a firm that just announced new funds totaling $15 billion, it confirms that U.S. VCs are actively seeking deal flow outside of the U.S., even without local offices.

Stockholm is a natural stop for a16z, which previously achieved significant returns from backing Skype, cofounded by Swedish entrepreneur Niklas Zennström. Since then, a significant number of fast-growing startups have been created in the Swedish capital, and the VC heavyweight tracked down where many of them were coming from. 

“We spend a lot of time developing a deep understanding of specific markets and knowing where innovation is emerging. In Sweden, that has meant closely tracking ecosystems like SSE Labs — the startup incubator of the Stockholm School of Economics — and the companies coming out of it,” Vasquez told TechCrunch.

Like fintech giant Klarna, legal AI startup Legora, and e-scooter company Voi, Dentio is an alum of SSE Labs — a startup incubator that has produced several successful Swedish companies. The three former high school classmates Elias Afrasiabi, Anton Li and Lukas Sjögren joined the incubator after reconnecting as students at both the SSE (Stockholm School of Economics) and KTH (Royal Institute of Technology), then joined the incubator with additional backing from KTH’s Innovation Launch program. They tackled a problem close to home: Li’s mom, a dentist, had told them how admin work detracted from clinical care.

The trio intuited that they could leverage LLMs to help people like her — an idea that they also validated with her and her colleagues. This led them to Dentio’s initial product, a recording tool that uses AI to generate clinical notes. But it’s only a matter of time before AI scribes become a commodity product, and Dentio needs to prove its value to dentists so they aren’t tempted to switch providers when that happens, Afrasiabi said.

Potential competitors include fellow Swedish startup Tandem Health, which raised a $50 million Series A round last year to support clinicians with AI across multiple medical specialties. Dentio, by contrast, focuses exclusively on dentists, but it believes it can still reach the scale VCs expect through international expansion

“Now we’re a team of seven people, and we think that it’s possible to build a unified way of handling administration all over Europe, and maybe even all over the world,” Afrasiabi said. While Europe’s healthcare systems are fragmented, they share similarities, and Dentio’s assumption is that what works in Sweden could work elsewhere in the EU.

Dentio prominently features its “Made in Sweden” branding and emphasizes that “all relevant data is processed in Sweden and Finland in compliance with Swedish and EU law.” It signals data protection to privacy-conscious European customers. But it also signals potential to VCs — a callback to Sweden’s history of producing breakout companies.

“We went to zero meetups. I reached out to zero investors,” Afrasiabi said. While the team was heads down building, the word spread out. “I think it was mostly through referrals and people talking to each other that the news got all the way over to the U.S.,” he said.

This wasn’t happenstance: a16z has eyes around the world in order to spot these companies as early as local funds might, Vasquez said. “In Sweden for example, we partnered with top founders abroad like Fredrik Hjelm, founder of Voi, and Johannes Schildt, founder of Kry, by turning them into scouts and mapping the best local talent.”

For Vasquez, who focuses on AI application investments for a16z, this isn’t just about Sweden, but about “a pattern of great global companies being born abroad and scaling quickly,” from Black Forest Labs in Germany to Manus, the Singapore-based AI startup recently acquired by Meta.

Born and raised in El Salvador, he has also been spending time in São Paulo. “I’m really excited about what’s brewing in Brazil and across Latin America in AI,” he wrote on LinkedIn at the time. “I believe AI is the great equalizer,” he added. “Most people now have access to PhD-level intelligence on a phone, and ultimately, Silicon Valley is a state of mind.”

• The Pentagon and Anthropic are in a standoff over usage of Claude
• The AI model was reportedly used to capture Nicolás Maduro
• Anthropic refuses to let its models be used in “fully autonomous weapons and mass domestic surveillance”

A rift between the Pentagon and several AI companies has emerged over how their models can be used as part of operations.

The Pentagon has requested AI providers Anthropic, OpenAI, Google, and xAI to allow the use of their models for “all lawful purposes”.

The Vatican is leaning into AI. AI-assisted live translations are being introduced for Holy Mass attendees — the holy masses if you will. The Papal Basilica of Saint Peter in the Vatican has teamed up with Translated, a language service provider, to create live translations in 60 languages.

“Saint Peter’s Basilica has, for centuries, welcomed the faithful from every nation and tongue. In making available a tool that helps many to understand the words of the liturgy, we wish to serve the mission that defines the centre of the Catholic Church, universal by its very vocation,” Cardinal Mauro Gambetti, O.F.M. Conv., Archpriest of the Papal Basilica of Saint Peter in the Vatican, said in a statement. “I am very happy with the collaboration with Translated. In this centenary year, we look to the future with prudence and discernment, confident that human ingenuity, when guided by faith, may become an instrument of communion.”

Visitors to the Vatican will have the option to scan a QR code. They will then have access to live audio and text translations of the liturgy. It doesn’t require an app and should work right on a web page.

The technology stems from Lara, a translation AI tool Translated launched in 2024. Translated claims that Lara works with the “sensitivity of over 500,000 native-speaking professional translators.”

Once upon a time, the cathode ray tube was pretty much the only type of display you’d find in a consumer television. As the analog broadcast world shifted to digital, we saw the rise of plasma displays and LCDs, which offered greater resolution and much slimmer packaging. Then there was the so-called LED TV, confusingly named—for it was merely an LCD display with an LED backlight. The LEDs were merely lamps, with the liquid crystal doing all the work of displaying an image.

Today, however, we are seeing the rise of true LED displays. Sadly, decades of confusing marketing messages have polluted the terminology, making it a confusing space for the modern television enthusiast. Today, we’ll explore how these displays work and disambiguate what they’re being called in the marketplace.

The Rise Of Emissive Displays

When it comes to our computer monitors and televisions, most of us have got used to the concept of backlit LCD displays. These use a bright white backlight to actually emit light, which is then filtered by the liquid crystal array into all the different colored pixels that make up the image. It’s an effective way to build a display, with a serious limitation on contrast ratio because the LCD is only so good at blocking out light coming from behind. Over time, these displays have become more sophisticated, with manufacturers ditching cold-cathode tube backlights for LEDs, before then innovating with technologies that would vary the brightness of parts of the LED backlight to improve contrast somewhat. Some companies even started using arrays of colored LEDs in their backlights for further control, with the technology often referred to as “RGB mini LED” or “micro RGB.” This still involves an LCD panel in front of the backlight, limiting contrast ratios and response times.

The holy grail, though, would be to ditch the liquid crystal entirely, and just have a display fully made of individually addressable LEDs making up the red, green, and blue subpixels. That is finally coming to pass, with manufacturers launching new television lines under the “Micro LED” name. These are true “emissive” displays, where the individual red, blue, and green subpixels are themselves emitting light, not just filtering it from a backlight source behind them.

These displays promise greater contrast than backlit LCDs, because individual pixels can be turned completely off to create blacker blacks. Response times are also fast because LEDs switch on and off much more quickly than liquid crystals can react. They’re also relatively power efficient, as there’s no need to supply electrons to pixels that are off. Contrast this to LCDs, which are always spending power on turning some pixels black in front of a  glowing backlight which is also drawing power. Viewing angles of emissive displays are also top-notch. Inorganic LEDs also have long lifetimes, which makes them far more desirable than OLED displays (discussed further below). Their high brightness also makes them ideal for us in bright conditions, particularly where sunlight is concerned.

Given the many boons of this technology, you might question why it’s taken true LED displays this long to hit the market. The ultimate answer comes down to cost and manufacturability. If you’ve ever built your own LED array, you’ve probably noted the engineering challenges in reducing pixel size and increasing resolution. When it comes to producing a 4K display, you’re talking about laying down 8,294,400 individual RGB LEDs, all of which need to work flawlessly and be small enough to not show up as individually visible pixels from typical viewing ranges. Other technologies like LCDs and OLEDs have the benefit that they can be easily produced with lithographic techniques in great sizes, but the technology to produce pure LED displays on this scale is only just coming into fruition.

You can purchase an all-LED TV today, if you so desire. Just note that you’ll pay through the nose for it. Few models are on the market, but Best Buy will sell you a 114″ Micro LED set from Samsung for the charming price of $149,999.99. If that’s a bit big for your house, condo, or apartment, you might consider the 89″ model for a more acceptable $109,999.99. Meanwhile, LG has demonstrated a 136″ model of a micro LED TV, but there have been no concrete plans to bring it to market. Expect it to land somewhere firmly in the six-figure range, too.

If you’re not feeling so flush, you can get a lesser “Micro RGB” TV if you like, which combines a fancy RGB matrix backlight with LCD technology as discussed above. Even then, a Samsung R95 television with Micro RGB technology will set you back $29,999.99 at Best Buy, or you can purchase it on a payment plan for $1,250 a month. In fact, with the launch of these comparatively affordable TVs, Samsung has gone somewhat quiet on its Micro LED line since initially crowing about it in 2024. Still, whichever way you go, these fancy TVs don’t come cheap.

But What About OLED?

It’s true that emissive LED displays have existed in the market for some time, but not using traditional light-emitting diodes. These are the popular “OLED” displays, with the acronym standing for “organic light emitting diode.” Unlike standard LEDs, which use inorganic semiconductor crystals to emit light, OLEDs instead use special organic compounds in a substrate between electrodes, which emit light when electricity is applied. They can readily be fabricated in large arrays to create displays, which are used in everything from tiny smartwatches to full-sized televisions.

You might question why the advent of “proper” LED displays is noteworthy given that OLED technology has been around for some time. The problem is that OLEDs are somewhat limited in their performance versus traditional inorganic LEDs. The main area in which they suffer is longevity, as the organic compounds are susceptible to degradation over time. The brightness of individual pixels in an OLED display tends to drop off very quickly compared to inorganic LEDs. A display can diminish to half of its original brightness in just a few years of moderate to heavy use. In particular, blue OLED subpixels tend to degrade faster than red or green subpixels, forcing manufacturers to take measures to account for this over the lifetime of a display. Peak brightness is also somewhat limited, which can make OLED displays less attractive for use in bright rooms with lots of natural light. Dark spots and burn in are also possible, at rates greater than those seen in contemporary LCD displays.

The limitations of OLED displays have not stopped them gaining a strong position in the TV marketplace. However, the technology will be unlikely to beat true LED displays in terms of outright image quality, brightness, and performance. Cost will still be a factor, and OLEDs (and LCDs) will still be relevant for a long time to come. However, for now at least, the pure LED display promises to become the prime choice for those looking for a premium viewing experience at any cost.

Featured image: “Micro LED” displays. Credit: Samsung