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Episodes

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

A Canticle For Leibowitz

Gemini is getting with the increased cadence of AI releases. Honestly, can we even keep up at this point? A dispatch from the social media trial as Zu...

Feb 19, 2026 21m Summary available

New Pixel

New pixel phone. A bunch of new AI models including Gemini’s entry into the music AI space. Everybody is trying to make AI fetch happen in India. And...

Feb 18, 2026 21m Summary available

AI Gettin' SaaS-y

The big regulatory guns are out for Grok. Memory chip shortage now hit the Steam Deck. Manus is already coming to your favorite messaging app. Turns o...

Feb 17, 2026 21m Summary available

OpenAI Grabs OpenClaw’s Creator

OpenClaw’s creator is joining OpenAI, but the OpenClaw project lives on. The AI-caused memory shortage might delay the next Playstation. Is the Pentag...

Feb 16, 2026 20m

How To AI With WSJ's Chris Mims

Buy Chris' book: How To AI Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 14, 2026 52m Summary available

Anthropic Makes Its Move

Anthropic raises the second largest financing round of all time. Other AI players are beginning to show hockey stick revenue growth. Meta wants to add...

Feb 13, 2026 19m Summary available

Pour Moi, C'est Le Déluge

Aaannddd…. Right on time here come the Chinese AI models. Elon Musk kicks off a major reorg of xAI. Google is warning of AI distillation attacks. New...

Feb 12, 2026 21m Summary available

The “Covid Moment” For AI?

Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More wei...

Feb 11, 2026 21m Summary available

AI: Better, Faster, Stronger… Or Just Working Harder?

So, have you hit the ads in ChatGPT yet, cause they’re there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chinese...

Feb 10, 2026 19m Summary available

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