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Intel Punches Back
Intel tries to punch its way back to relevancy with the release of Panther Lake, the first chip built on its 18A process. Is Cursor so successful it’s...
The AI Concern Committee Is Back
More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions the...
OpenAI Wants To Be The Windows Of AI
Forget building apps on TOP of ChatGPT, now they’ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era...
OpenAI’s Big AMD Deal
Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is d...
(BNS) How Snowflake Wrote The GTM Playbook
Make It Snow is Snowflake’s go-to-market playbook, told by longtime CRO Chris Degnan and CMO Denise Persson. The central idea: sales and marketing mus...
Apple Blocks ICEBlock
Apple removes an app after the DOJ asked them to. People are using AI, but which AI are they actually paying for? Sora is now the number one app in al...
Apple To Bench The Vision Pro?
More fallout from the Sora explosion, including my take on using it. OpenAI is now officially the biggest startup in the galaxy. We now know what Mira...
Sora, Sora, Sora
Why Sora is all anyone can talk about, both the new social network and the new AI model. Satya Nadella is still Microsoft’s CEO but he’s taken some th...
Amazon’s Hardware Event
All the headline’s from Amazon’s fall hardware event. Daniel Ek is stepping back from Spotify. A new Claude model. ChatGPT gets into the shopping biz....
EA Taken Private
The biggest sign yet of the state of the gaming industry, EA is being taken private. DeepSeek’s new model might start a new AI price war. OpenAI annou...
(BNS) You're Not Killing It. Nobody Is Killing It. VC Legend Jerry Colonna
One of the very first VCs of the Internet Era, and especially the NYC tech ecosystem, Jerry Colonna reflects on his journey from growing up in New Yor...
Is TikTok US Only Worth $14B?
Maybe… the TikTok thing has finally reached a resolution. Again. Maybe Amazon owes us all some money. Maybe that Neon app from yesterday was a bad ide...
Get Paid To Train AI On Your Phone Calls?
Another lawsuit against OpenAI, this time from xAI. Intel approached Apple about bailing them out. What if crypto was reversable so you could recover...
The AI Incentives Game
Stargate gets off the ground, or at least, announces it is. What if OpenAI leases the chips from Nvidia instead of buying them. I go a bit deep in thi...
Ouroboros All The Way Down?
Nvidia is investing $100B in OpenAI, and there are a billion angles to that fact, so get ready to dive into it. Why were there giant sim farms popping...
TikTok Deals? Visa Rules?
Once again, I THINK a TikTok deal is happening, so updates on that. Why lots of folk in the tech industry are worried about new H-1B visa rules. Might...
(BNS) Datadog Founder Olivier Pomel
Today I’m joined by Olivier Pomel, cofounder/CEO of Datadog. We trace his path from French open-source tinkerer to NYC founder, the dev-vs-ops frictio...
(CORRECT) OpenAI’s Hardware Plans Worry Apple
(Sorry about the editing error earlier) Nvidia is investing in self-driving AI tech. Google has given up the ghost and is making Chrome a full AI too...
(CORRECTED) OpenAI’s Hardware Plans Worry Apple
(Sorry about the editing error earlier) Nvidia is investing in self-driving AI tech. Google has given up the ghost and is making Chrome a full AI too...
Nvidia And Intel Get Together
Has Intel found the big customer for its Foundry that it needs to survive? The big tie up with Nvidia announced this morning. All the announces from M...
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