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Fri. 02/14 – Arm Upends The Entire Semiconductor Industry
TikTok is back in the app stores. But the biggest news is that Arm is going to make its own chips, thereby upending how the entire semiconductor indus...
Thu. 02/13 – Do We Maybe Have A Roadmap For GPT-5?
We maybe have a roadmap for GPT-5, but also, is it not really GPT-5 just a renaming of what they already have in the pipeline? It’s kind of weird. Elo...
Wed. 02/12 – The First Big AI Legal Ruling
The first big AI legal ruling has come down, and it might not be good news for AI startups. Apple launches its biggest health study yet. This one weir...
Tue. 02/11 – Elon Wants To Buy OpenAI
Elon makes an unsolicited bid to buy OpenAI, or at least the non-profit that controls it, and maybe he doesn’t really want to own it, it’s complicated...
Mon. 02/10 – How Sam Altman Outflanked Elon Musk?
According to the Super Bowl ad I saw last night, anyone can use Starlink on their phone soon, not just T-Mobile users. Was this the Super Bowl of cryp...
(Omnibus) Week Of 02/03/2025
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Fri. 02/07 – UK Backdoor Into iPhones?
Is the UK government about to force Apple to put backdoors into all of our iPhones? Tallying up the Tech Earnings week of CAPEX announcements. We migh...
Thu. 02/06 – A $50 (!!) AI Model?
Now researchers say they have trained a cutting edge AI model for… checks notes… $50. Not $50 million dollars. $50. Dollars. Get ready for the superbo...
Wed. 02/05 – Shein And Temu In Deep Trouble
Temu And Shein got a reprieve from the USPS, but they are still in deep, deep trouble. I’ll explain why. Alphabet earnings disappoint their investors...
Tue. 02/04 – Uncle Sam As A VC?
Is the US government about to get into, or at least, heavily impact the VC investing business? Apparently, the trade war with China is still on. The r...
Mon. 02/03 – OpenAI Deep Research
OpenAI unveils Deep Research, an AI agent just for that. I’ll explain. Are Shein and Temu first up to feel the brunt of the new Trump tariffs? Apple c...
(BNS) Terra Trust And How To Build In Uncertain Times
If the entire world shifts after you launch your startup, what do you do? Terra Trust founder Mike DiPetrillo tells you how to do it. What was our ori...
Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks
Apple’s earnings are decidedly mixed. Mark Zuckerberg’s complaints about everything he says leaking… leaked, and there are a lot of interesting detail...
Thu. 01/30 – Everyone Reports Earnings But Wall Street Only Wants Capex Answers.
Meta and Microsoft reported earnings, but all Wall Street cared about was getting Capex updates. Meta settles with… the President. Waymo’s expansion c...
Wed. 01/29 – OpenAI Says: No Copying!
Essentially, OpenAI suspects that DeekSeek might have copied them. I’ll explain the term, “distillation.” Could you soon be able to connect to Starlin...
Tue. 01/28 – Day 2 Of The DeepSeek Era
More fallout from the DeepSeek realignment of everybody’s thinking about AI. Could this be a signal that the large model business model is over and va...
Mon. 01/27 – Why DeepSeek Has Stunned Silicon Valley (And Wall Street)
It’s one of those days where there’s only one story. Maybe you saw that tech stocks got obliterated today. I’m here to tell you why. It’s solely becau...
Fri. 01/24 – Operator AI
OpenAI releases its agentic bot that can do things on your behalf on your computer. Has the Stargate controversy driven a rift between Musk and Trump?...
Thu. 01/23 – “Humanity’s Last Exam”
Ok, that whole AI datacenter joint venture thing seems to have gotten messy. A ByteDance board member thinks TikTok might have a way out without selli...
Wed. 01/22 – The Galaxy S25 Lineup
All the headlines from today’s Samsung event, including the S25 lineup. The Silk Road creator gets a pardon. A huge joint venture for a new AI datacen...
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