Tue. 02/02 – Ok, But Is Stadia Long For This World?

Tue. 02/02 – Ok, But Is Stadia Long For This World?

Google is getting out of the game development business, but is it getting out of the Stadia business or just pivoting to infrastructure? Apple acknowledges that Covid has basically hobbled Face ID. Uber gets into the liquor delivery business. And Amazon’s plans for its HQ2 architecture shows at least somebody in Silicon Valley is not buying the remote work hype. Sponsors: Fundrise.com/techmeme AirMedcareNetwork.com/tech offer code: TECH Links: Google Stadia Shuts Down Internal Studios, Changing Business Focus (Kotaku) Google now gives you more information about the sites in your search results (TechCrunch) iOS 14.5 will let Apple Watch owners unlock iPhones while wearing a mask (Engadget) Uber buying booze delivery company Drizly for $1.1 billion (Axios) Kuo: 'Apple Car' to use Hyundai's E-GMP platform, GM and PSA partnerships possible (Apple Insider) Robinhood Raises Another $2.4 Billion From Shareholders (WSJ) Amazon Unveils Outdoorsy New HQ2, Renewing Its Commitment to Offices (WSJ) tech.supercast.tech Learn more about your ad choices. Visit megaphone.fm/adchoices

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How To AI With WSJ's Chris Mims

How To AI With WSJ's Chris Mims

Buy Chris' book: How To AI Learn more about your ad choices. Visit megaphone.fm/adchoices

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Anthropic Makes Its Move

Anthropic Makes Its Move

Anthropic raises the second largest financing round of all time. Other AI players are beginning to show hockey stick revenue growth. Meta wants to add facial recognition to its glasses. Ring pulls bac...

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Pour Moi, C'est Le Déluge

Pour Moi, C'est Le Déluge

Aaannddd…. Right on time here come the Chinese AI models. Elon Musk kicks off a major reorg of xAI. Google is warning of AI distillation attacks. New Waymo cars hit the road. And another interesting A...

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The “Covid Moment” For AI?

The “Covid Moment” For AI?

Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More weird musical chairs at the AI companies. TikTok but ...

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AI: Better, Faster, Stronger… Or Just Working Harder?

AI: Better, Faster, Stronger… Or Just Working Harder?

So, have you hit the ads in ChatGPT yet, cause they’re there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chinese AI launches. The coming deluge of social media tr...

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The AI Superbowl

The AI Superbowl

Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits...

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Piracy Is Back!

Piracy Is Back!

Claude Opus 4.6 arrives to crown Anthropic’s very good week, at least, for them it was good. You thought tech was spending big to build out for AI, but this week we’ve seen how big. Crypto seems to ha...

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Is Software Eating The World Being Eaten By AI?

Is Software Eating The World Being Eaten By AI?

Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of software eating the world in the process of being eate...

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