Fri. 11/13 – The DoorDash S-1 Is Surprisingly Good
Tech Brew Ride Home13 Marras 2020

Fri. 11/13 – The DoorDash S-1 Is Surprisingly Good

DoorDash files its S-1, and has a surprisingly good business, it looks like. The US backs down on TikTok. Is the whole Ant IPO thing, not business but personal? Why you should probably wait to download macOS Big Sur. How much Disney+ continues to kill it. And of course, the weekend longreads suggestions. Sponsors: Calm.com/techmeme TinyCapital.com Links: DoorDash files to go public (TechCrunch) U.S. Backs Down on TikTok (WSJ) China’s President Xi Jinping Personally Scuttled Jack Ma’s Ant IPO (WSJ) macOS Big Sur launch appears to cause temporary slowdown in even non-Big Sur Macs (Ars Technica) Disney Plus Hits 73.7 Million Subscribers As They Reach Their One-Year Anniversary (The Streamable) Weekend Longreads Suggestions: Twitter Thread on ARM history (@kenfhirriff) China Has Caught Up To U.S. In AI, Says AI Expert Kai-Fu Lee (Forbes) Welcome Back to the Office. Please Wear This Tracking Device. (OneZero) Students Have To Jump Through Absurd Hoops To Use Exam Monitoring Software (Motherboard) Masayoshi Son Again Pulled SoftBank From the Brink. This Time He Had Help. (WSJ) The Digital Nomads Did Not Prepare for This (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Musk V. Altman

Musk V. Altman

The Musk v. Altman trial seated a jury in California, with opening arguments set for today. Microsoft and OpenAI amended their partnership, removing the AGI clause. OpenAI missed internal user and rev...

28 Huhti 15min

Meta Needs To Rethink Manus

Meta Needs To Rethink Manus

China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualc...

27 Huhti 21min

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

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