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The US still has it out for Huawei. Sony takes a hit from tariffs. TikTok is turning to AI and also messaging. And then, how Airbnb is either going through a midlife crisis, or else, it is trying to become the thing that Brian Chesky always hoped it would become.
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The episode opens with a discussion on the US government's stricter stance on Huawei, declaring that using Huawei Ascend chips violates US export controls due to their likely use of US technology. The Commerce Department issued guidance reinforcing this position, indicating that companies using these chips risk criminal penalties.
Brian discusses Sony's recent earnings report, which reflected a 24% decline in year-over-year revenue. Key factors include a drop in PlayStation 5 sales and anticipated losses due to tariffs amounting to $700 million. The company is considering diversifying production locations and possibly raising prices to manage the tariff impacts.
Microsoft announced an extension of security updates for Microsoft 365 apps on Windows 10 until 2028, a shift from their previous stance. This decision is aimed at easing the transition to Windows 11, which has seen slower adoption rates.
TikTok has launched a new feature, TikTok AI Alive, that transforms static images into videos, enhancing creative expression on the platform. Simultaneously, there are discussions about introducing photo messaging, but internal concerns about safety and potential misuse raise questions about the feature's viability.
Airbnb is undergoing significant changes, adding a services section to its app that allows users to book personal chefs, trainers, and more. This redesign aligns with CEO Brian Chesky's vision of evolving Airbnb into a comprehensive travel platform, competitive with traditional hospitality options.
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