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Nvidia Back In China… Maybe
Trump says Nvidia and others can ship chips to China, but the question is, will China take delivery. OpenAI is ending the code red in about a month, a...
Netflix Faces Hostility
Looks like that big Netflix bid for Warner Brothers isn’t gonna go smoothly as Paramount launching a hostile counter-bid. We’ve got a full-on executiv...
The Albanian Army Wins!
Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBD’s studios). The NYT is suing Perplexity. Man, everybody is heading for th...
Meta To Abandon The Metaverse?
On the one hand, Meta poached Apple’s design head in a major coup to make hardware and software for AI, but there are signs Zuck is souring on the Met...
Not Great, Bob!
We might soon have the first big IPO of the AI era, and it doesn’t look like it will be OpenAI. Amazon takes another few swings at Nvidia’s dominance....
Sam Altman Declares A “Code Red”
Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is...
Is Nvidia In Trouble?
While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Wh...
(BNS) Susan Lyne Part 2
We're back again with Susan Lyne, to talk about running Martha Stewart's company when Martha went to prison, her startup career with Gilt Groupe, and...
(BNS) Susan Lyne Part 1
I’ve maybe never interviewed anyone in my entire time as a historian and podcaster who has had a career as broad and varied as Susan Lyne. Yes, I obvi...
Polymarket Is Street Legal
Trump has a plan to boost AI innovation. Polymarket is now street legal in the US. Google thinks it needs to double AI capacity every 6 months. Is Sta...
Is OpenAI In Trouble?
Now Anthropic says it’s leapfrogged OpenAI with its new model and is the AI horserace in play? OpenAI is still focusing on things like shopping. Nvidi...
Where Does That X Account Live?
What sort of a world do we live in if you can’t be sure where an X account comes from? Google isn’t out of the woods yet when it comes to antitrust. I...
The iOS Walls Are Crumbling In The Garden
Google phone users can now work with Airdrop on the iPhone cause Google cleverly found a way. Google might have jumped ahead in the AI race and Sam Al...
Who Gets To Regulate AI?
Are we about to have a battle over who gets to regulate AI? Now there’s Nano Banana Pro. The creator ecosystem is exploding for advertisers. Battlefie...
Gemini 3, And Meta Beats The Government
Tons of things today. Google’s new Gemini 3 model. Signs the “second tier” of AI startups is starting to get product market fit. The EU has announced...
The Bloodbath In Crypto
What happened with Cloudflare this morning. Grok’s new model wants to be creative. Catching you up on the bloodbath in crypto if you were unaware. Dat...
Jeff Bezos To Be A CEO Again
Jeff Bezos is going to be a CEO once again. Could Tim Cook step down from Apple’s CEO position in a matter of months? Maybe don’t buy an AI teddy bear...
(Portfolio Profile) Hypercubic.AI
A portfolio profile episode of Hypercubic.ai, a seed-stage company that wants to not only preserve knowledge in legacy code, but legacy knowledge in e...
OpenAI Enters The Group Chat
OpenAI is testing out group chats as a sort of collaborative prompting experience. The hyperscalers are lining up against Nvidia in one specific arena...
Valve Takes On Consoles And VR
Valve is taking on gaming consoles and creating a new type of VR headset, all at the same time. GPT-5 gets “warmer.” Cursor’s new raise means it has 1...
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