Wed. 04/29 – Here Come the Tech Earnings…
Tech Brew Ride Home29 Huhti 2020

Wed. 04/29 – Here Come the Tech Earnings…

The biggest tech earnings season in a while kicks off and so far, it’s so good for Alphabet. Spotify says its holding up as well. Though Uber might lay off 20% of its workforce, Ford is delaying its self-driving road map, and that has me asking again, why isn’t this the perfect moment for self-driving tech? Sponsors: Tovala (text TOVALARIDE to 710-23) Metalab.co Links: Alphabet earnings hit by ‘significant slowdown’ in ad sales, but revenue boosts stock (Marketwatch) Google Meet video conferencing is now free for anybody (The Verge) Spotify Q1 beats on sales of $2B with monthly active users up 31% to 286M (TechCrunch) Uber Discusses Plan to Lay Off About 20% of Employees (The Information) Ford postpones autonomous vehicle service until 2022 (TechCrunch) How a handful of Apple and Google employees came together to help health officials trace coronavirus (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(2319)

All The Headlines, All The Model Drops...

All The Headlines, All The Model Drops...

DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and G...

24 Huhti 23min

Another DeepSeek Moment On The Horizon?

Another DeepSeek Moment On The Horizon?

Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, Anthropic's secondary market valuation hits $1T on ...

23 Huhti 22min

Elon Buys Cursor?

Elon Buys Cursor?

SpaceX struck a deal giving it the option to acquire Cursor for $60B or pay $10B, as xAI scrambles to catch up in AI coding. Google unveiled new TPUs and an agent platform, OpenAI shipped ChatGPT Imag...

22 Huhti 20min

Tim Cook Rides Into The Sunset

Tim Cook Rides Into The Sunset

Apple named John Ternus as its next CEO, with Tim Cook stepping up to executive chairman on September 1. Amazon agrees to invest up to $25B more in Anthropic, Bezos' Project Prometheus nears a $10B ra...

21 Huhti 21min

Robots Winning The (Literal) Race

Robots Winning The (Literal) Race

Vercel confirmed a breach traced to an AI platform's compromised OAuth app. The NSA is using Anthropic's Mythos despite the Pentagon blacklist. Mac Minis face 12-week wait times from AI agent demand, ...

20 Huhti 21min

Reed Hastings Rides Into The Sunset

Reed Hastings Rides Into The Sunset

Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and De...

17 Huhti 22min

Claude Opus 4.7

Claude Opus 4.7

Anthropic drops Claude Opus 4.7 for coding and rolls out government ID verification for some users. TSMC beats earnings, raises forecasts on strong AI demand. X launches Cashtags, and Google's SpaceX ...

16 Huhti 20min

Our Shoe Company Is Now An AI Company

Our Shoe Company Is Now An AI Company

Snap is cutting 16% of its workforce—about 1,000 people—as Spiegel blames AI for making everyone more efficient (read: expendable). Allbirds, the shoe company that sold for $39M, is pivoting its shell...

15 Huhti 20min

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