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Tue. 09/05 – China’s Chip End Run
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Show notes
Some more controversies surrounding Elon Musk and X. China looks like it is managing its chip situation better than the US might have hoped. Is Spotify’s podcasting bet officially a failure? Is Apple’s Lionel Messi bet already a winner? And will getting rid of Books 3 only help the AI incumbents?
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Links:
Elon Musk to sue ADL for accusing him, X of antisemitism (TechCrunch)
Huawei Teardown Shows Chip Breakthrough in Blow to US Sanctions (Bloomberg)
Meta Reportedly Partnering With LG For 2025 Quest Pro Successor (UploadVR)
Exclusive: Arm signs up big tech firms for IPO at $50 billion-$55 billion valuation (Reuters)
Spotify’s $1 Billion Podcast Bet Turns Into a Serial Drama (WSJ)
Messi Drives Jump in Apple TV+ and MLS Subscriptions (WSJ)
The Battle Over Books3 Could Change AI Forever (Wired)