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Episodes

The AI Race Is Now A Land Grab For Dev And Design Work

In three parts I’ll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully em...

Mar 19, 2026 21m Summary available

Crypto Gets Its Rulebook

At long last, the government has issued guidance to crypto on what is or is not allowed. The blowup from gamers has caused Jensen to push back. A tale...

Mar 18, 2026 20m Summary available

Westworld For Real

All the headlines from Nvidia’s big event yesterday. Can Apple make fetch happen with foldable phones cause nobody else seems to be able to. One hour...

Mar 17, 2026 21m Summary available

The Mother Of All Meta Layoffs?

Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside the...

Mar 16, 2026 21m Summary available

Is Avocado… Toast?

Meta’s big new AI model is delayed because they still can’t get to state of the art. The social media addiction trial is winding down. All the video a...

Mar 13, 2026 21m Summary available

AI Makes Google Maps Sound Much Better

More AI inspired job cuts. I gotta say, adding AI to Google Maps makes it sound like it might work much, much better. A new entrant into the AI health...

Mar 12, 2026 21m Summary available

The New King Of All Media

Sources say the US government is investigating Binance around Iranian sanction evasion. Meta is helping authorities worldwide crack down on scammers....

Mar 11, 2026 20m Summary available

Meta Plumps For Bot Social Networks

Meta moves for the social network for AI bots. Code Review for Claude Code seems to be like another revolution for the software development industry....

Mar 10, 2026 21m Summary available

Claude 365

Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscale...

Mar 9, 2026 21m Summary available

Silicon Valley Circling The Wagons Around Anthropic?

Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering lay...

Mar 6, 2026 22m Summary available

Dr. ChatGPT Isn’t Quite There Yet

Is the long war between Google and Epic Games finally over? OpenAI wants you to know its revenue numbers are also stellar. Maybe ChatGPT isn’t so grea...

Mar 5, 2026 19m Summary available

The MacBook Neo

Apple unveils its Chromebook sort of competitor, the MacBook Neo. Anthropic might be the fastest growing startup in history. Polymarket will no longer...

Mar 4, 2026 20m Summary available

Anyone Want To Give Me A Betting Market Tip?

Apple continues its week of product refreshes, now with MacBooks, now with new M5 Pro and M5 Max chips. People continue to get rich frontrunning news...

Mar 3, 2026 20m Summary available

The Week Of Apple Updates (Corrected)

Apparently, it’s going to be a week of Apple updates and it kicks off with the iPhone 17e and an M4 iPad Air. AWS service is struggling in the Middle...

Mar 2, 2026 20m Summary available

The Friday Of All The Headlines

I’ve got everything for you today. OpenAI closed its round. Anthropic draws a line with the Pentagon and Sam Altman supports it. A huge AI inspired la...

Feb 27, 2026 22m Summary available

An AI Has A Substack

Nano Banana 2 is here already. Nvidia tries to assure everybody there IS no bubble. Marc Benioff tries to assure everybody there IS not SaaS-pocalypse...

Feb 26, 2026 21m Summary available

Galaxy Unpacked

The new Galaxy S26 lineup is here. Remote control for Claude is here. But is Anthropic about to wash its hands when it comes to working with the Penta...

Feb 25, 2026 22m Summary available

The AI Essays Are Moving Markets

That AI essay I shared with you yesterday sure got Wall Street’s attention. Anthropic says Chinese models are training off of Claude. A significant ne...

Feb 24, 2026 20m Summary available

Sam Says Some Things

Sam Altman has a lot of stuff to say about AI and let’s just say comms needs to have a quiet word with him. SaaS may or may not be dead, but is the re...

Feb 23, 2026 23m Summary available

When AI Breaks Things

When your AI bot breaks your operations, even when you’re AWS. More on OpenAI’s hardware plans. Hey, remember Perplexity? What’s up with them? Is Uber...

Feb 20, 2026 19m Summary available

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