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Blackouts Take Waymo Out
Turns out when the lights go out, Waymo’s don’t handle that well. Larry Ellison actually puts his money on the line. Somebody is pirating music like i...
TikTok Sold (Again) (?)
Has TikTok finally been sold, episode number 47… The Pennsylvania supreme court says police don’t need a warrant to read your search history. YouTube...
China’s EUV Machine?
Has China cracked a major puzzle for chip parity? Trump Media merges with a… Fusion Energy startup? Coinbase continues its efforts to let you trade ev...
Now It’s Amazon’s Turn To Invest In OpenAI
ChatGPT ups its image generation game. Now it’s Amazon’s turn to invest in OpenAI. WBD says it still wants to go with the Netflix offer. Waymo’s raisi...
The Pivot To AI Datacenters
Tech continues to be a major geopolitical stumbling block, this time with the UK. Are we currently in the midst of the second mini-tech recession of t...
The Roomba Hits The Wall
Your Roomba is circling the drain with iRobot filing for bankruptcy. Remember credit default swaps? Turns out they’re not just for hedging housing any...
GPT-5.2 As OpenAI’s Attempt To Change The Narrative
Ok, fine, says Sam, here’s a new GPT model so you’ll hopefully stop saying we’re behind. Broadcom as another AI bellwether. Now that Disney is in bed...
Disney Invests In OpenAI
Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinkin...
Algorithmic Pricing?
Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has De...
Nvidia Back In China… Maybe
Trump says Nvidia and others can ship chips to China, but the question is, will China take delivery. OpenAI is ending the code red in about a month, a...
Netflix Faces Hostility
Looks like that big Netflix bid for Warner Brothers isn’t gonna go smoothly as Paramount launching a hostile counter-bid. We’ve got a full-on executiv...
The Albanian Army Wins!
Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBD’s studios). The NYT is suing Perplexity. Man, everybody is heading for th...
Meta To Abandon The Metaverse?
On the one hand, Meta poached Apple’s design head in a major coup to make hardware and software for AI, but there are signs Zuck is souring on the Met...
Not Great, Bob!
We might soon have the first big IPO of the AI era, and it doesn’t look like it will be OpenAI. Amazon takes another few swings at Nvidia’s dominance....
Sam Altman Declares A “Code Red”
Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is...
Is Nvidia In Trouble?
While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Wh...
(BNS) Susan Lyne Part 2
We're back again with Susan Lyne, to talk about running Martha Stewart's company when Martha went to prison, her startup career with Gilt Groupe, and...
(BNS) Susan Lyne Part 1
I’ve maybe never interviewed anyone in my entire time as a historian and podcaster who has had a career as broad and varied as Susan Lyne. Yes, I obvi...
Polymarket Is Street Legal
Trump has a plan to boost AI innovation. Polymarket is now street legal in the US. Google thinks it needs to double AI capacity every 6 months. Is Sta...
Is OpenAI In Trouble?
Now Anthropic says it’s leapfrogged OpenAI with its new model and is the AI horserace in play? OpenAI is still focusing on things like shopping. Nvidi...
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