Not Great, Bob!

Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has DeepSeek been smuggling chips? And what if your startup’s side-hustle can plug into the AI CAPEX bonanza? Instagram Will Start Letting You Pick What Shows Up in Your Reels (Wired) Same Product, Same Store, but on Instacart, Prices Might Differ (NYTimes) SpaceX to Pursue 2026 IPO Raising Far Above $30 Billion (Bloomberg) DeepSeek is Using Banned Nvidia Chips in Race to Build Next Model (The Information) Boom Supersonic raises $300M to build natural gas turbines for Crusoe data centers (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

10 Joulu 20min

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, after getting a new model out the door. Meta wants a new Llama model, maybe in a month. And a new smart ring that is pretty intriguing… Trump greenlights Nvidia H200 AI chip sales to China if U.S. gets 25% cut, says Xi responded positively (CNBC) China set to limit access to Nvidia’s H200 chips despite Trump export approval (FT) Sam Altman’s Sprint to Correct OpenAI’s Direction and Fend Off Google (WSJ) From Llamas to Avocados: Meta’s shifting AI strategy is causing internal confusion (CNBC) Pebble Is Making a $75 Smart Ring (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Joulu 20min

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 executive suite crisis at Apple. SpaceX could IPO next year. And more data on how AI usage is evolving. Paramount Skydance launches hostile bid for WBD ‘to finish what we started,’ CEO Ellison tells CNBC (CNBC) Trump Warns Netflix-Warner Deal May Pose Antitrust ‘Problem’ (Bloomberg) Netflix and the Hollywood End Game (Stratechery) Apple Rocked by Executive Departures, With Chip Chief at Risk of Leaving Next (Bloomberg) Meta acquires AI-wearables startup Limitless (Reuters) SpaceX in Talks for $800 Billion Valuation Ahead of Potential 2026 IPO (WSJ) An Empirical 100 Trillion Token Study with OpenRouter (OpenRouter) Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Joulu 22min

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 the exits at Apple at the same time. And get ready for a slew of insider trading controversies in our prediction market world. Netflix agrees $83bn takeover of Warner Bros Discovery (FT) New York Times Sues A.I. Start-Up Perplexity Over Use of Copyrighted Work (NYTimes) X hit with $140 million EU fine for breaching content rules, TikTok settles (Reuters) Apple Departures Point to Challenges for iPhone’s Dominance (WSJ) Chatbots are now rivaling social networks as a core layer of internet infrastructure (The Decoder) Alleged Insider Nets $1 Million On Polymarket In 24 Hours (Forbes) Weekend Longreads Suggestions: 18,000 Reasons It’s So Hard to Build a Chip Factory in America (NYTimes) In Arizona Desert, Taiwanese Families Create Community and Build a Factor (NYTimes) A Growing U.S. Tech Hub Needs Workers. Colleges Try to Keep Up. (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Joulu 22min

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 Metaverse could even abandon it entirely. Is Amazon about to abandon your mailman? And why Dario Amodei is playing a blinder right now. Apple Design Executive Alan Dye Poached by Meta in Major Coup (Bloomberg) Meta’s Zuckerberg Plans Deep Cuts for Metaverse Efforts (Bloomberg) Amazon explores building its own delivery network to replace USPS deal (Washington Post) Anthropic CEO Says Some Tech Firms Too Risky With AI Spending (Bloomberg) Harvey, a Maker of A.I. Legal Software, Raises New Funds (NYTimes) Reddit’s CEO says r/popular ‘sucks,’ and it’s going away (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Joulu 21min

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 Apple in trouble cause of Google’s ascendency in AI? Samsung announces but does not launch a tri-fold phone. And Ben Thompson weighs in on the obsession of the day. OpenAI CEO Declares ‘Code Red’ to Combat Threats to ChatGPT, Delays Ads Effort (The Information) Apple AI Chief John Giannandrea Retiring After Siri Delays (MacRumors) Samsung’s Z TriFold is official and it looks like a tablet with a phone attached (The Verge) Google, Nvidia, and OpenAI (Stratechery) Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Joulu 21min

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. Why doesn’t Netflix want you to cast to your tv anymore? And AI means less jobs in consulting, but more jobs in a specific type of construction. Runway rolls out new AI video model that beats Google, OpenAI in key benchmark (CNBC) TPUv7: Google Takes a Swing at the King (SemiAnalysis) Nvidia takes $2 billion stake in Synopsys with expanded computing power partnership (CNBC) OpenAI Takes Stake in Thrive Holdings, a Buyer of Services Firms (NYTimes) Netflix kills casting from phones (The Verge) Top consultancies freeze starting salaries as AI threatens ‘pyramid’ model (FT) Data Centers Are a ‘Gold Rush’ for Construction Workers (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Joulu 22min