Fri. 04/25 – Zuck Trying To Make Fetch Happen

Apr 25, 2025 17m

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Alphabet earnings. Intel earnings. Apple is making moves to make sure all iPhones heading to the US are no longer manufactured in China. Zuck seems bound and determined to revive his original baby. Sexy looking new Motorola Razr phones. And, of course the Weekend Longreads Suggestions.

Links:

Alphabet shares rise on stronger-than-expected revenue growth (CNBC)
Intel offers weak forecast amid trade tensions as CEO talks to TSMC (Reuters)
Apple aims to source all US iPhones from India in pivot away from China (Financial Times)
Publisher of PCMag and Mashable Sues OpenAI (NYTimes)
Facebook cracks down on spammy content by cutting reach and monetization (TechCrunch)
Mark Zuckerberg once considered deleting all your Facebook friends (TechCrunch)
Motorola’s new Razr Ultra brings the wood back panel back (The Verge)
Netflix rolls out dialogue-only subtitles (The Verge)

Weekend Longreads Suggestions:

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AI-Generated Summary

Alphabet and Intel Earnings Reports

In this episode, the podcast discusses earnings reports from Alphabet and Intel, highlighting Alphabet's positive Q1 results with a 12% revenue increase and a significant rise in net income, fueled by Google Cloud's impressive 28% year-over-year growth. In contrast, Intel reported stagnant revenues, projecting lower Q2 performance and announcing cuts to its capex targets amid concerns over tariffs and international trade policies. Key comments from Alphabet's CEO regarding a $32 billion acquisition to enhance cloud security offerings contrast with Intel's challenges and plans to refocus on core engineering.

Apple's Manufacturing Strategy

The episode reports on Apple's significant shift in manufacturing strategy, as the company aims to have all iPhones sold in the U.S. produced in India by 2026, a shift driven by trade tensions with China. The discussion details Apple's historical reliance on Chinese suppliers and the strategic moves it has made to increase production capacities in India, supported by contract manufacturers like Foxconn and Tata Electronics.

Lawsuits Against AI and Meta's Content Policies

The podcast highlights legal challenges faced by OpenAI from Ziff Davis for alleged copyright infringement in content usage, amid growing scrutiny of AI models concerning intellectual property. Meanwhile, Meta's new policy aims to tackle spammy content on Facebook, an issue that has become prevalent in the wake of AI advancements. Zuckerberg's contemplation of drastic changes to Facebook's friend structure to boost user engagement further underscores Meta's struggle for relevance.

Motorola's New Razer Phones

The launch of three new Motorola Razer models is covered, emphasizing the unique design features such as a wood back panel and several enhanced specifications. The introduction of perplexity AI in the proposed distribution partnership adds an interesting tech angle to the Razer's release, marking a significant evolution from traditional smartphone offerings.

Netflix's New Subtitle Features

This section discusses Netflix's rollout of dialogue-only subtitles without additional audio cues, reflecting the growing trend of subtitled viewing among audiences. The change aims to improve user experience for an increasing number of viewers utilizing subtitles.

Weekend Long Reads

In the closing segment, listeners are provided with two weekend long read suggestions: the impact of the Apple Watch on the wearables market celebrating its 10-year anniversary, and a Bloomberg piece addressing the use of AI in modernizing older computer systems, shedding light on the intersection of technology and legacy systems.