Thu. 07/17 – AI Pricing
Tech Brew Ride Home17 Heinä 2025

Thu. 07/17 – AI Pricing

TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Microsoft is struggling to sell its own branded AI. And how AI might be about to change how we pay for everything… forever. Links: TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes (Bloomberg) US House agrees to consider crypto legislation in big win for the digital asset industry (Reuters) Investors Float Deal Valuing Anthropic at More Than $100 Billion (The Information) Microsoft's Copilot Is Getting Lapped by 900 Million ChatGPT Downloads (Bloomberg) Delta moves toward eliminating set prices in favor of AI that determines how much you personally will pay for a ticket (Fortune) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Thu. 8/02 - Apple Hits A Trillion!

Thu. 8/02 - Apple Hits A Trillion!

Apple hits a trillion, a midwestern unicorn cashes in, the Surface Go reviews are in, there are no perfect tools for making memes, and Tesla is adding video games to its cars. Links:Cisco to acquire A...

2 Elo 201816min

Wed. 8/01 - Is Google Returning To China?

Wed. 8/01 - Is Google Returning To China?

Google has a secret plan to return to China, the Apple earnings analysis, Masayoshi Son goes “Brandless” and in praise of microfilm! Links:GOOGLE PLANS TO LAUNCH CENSORED SEARCH ENGINE IN CHINA, LEAKE...

1 Elo 201816min

Tue. 7/31 - Facebook Finds More Election "Bad Actors"

Tue. 7/31 - Facebook Finds More Election "Bad Actors"

Facebook reveals fresh election meddling, Galaxy 9s might not be selling well, but Nintendo Switches sure are, and Playstation 4s still are, Uber stops truckin’ and Google Maps will predict which rest...

31 Heinä 201814min

Mon. 7/30 - Self-Driving Cars Need To Talk To Us

Mon. 7/30 - Self-Driving Cars Need To Talk To Us

The king of the bitcoin miners mulls an IPO (not an ICO), the prediction market Augur gets dark, a “Netflix for gadgets” and a “Dallas Cowboys for e-sports” both raise money, advice for Twitter and Fa...

30 Heinä 201816min

Fri. 7/27 - The Dreaded MAU Strikes Again!

Fri. 7/27 - The Dreaded MAU Strikes Again!

Slack takes out some competitors, Twitter get its own earnings shock, Amazon is just fine, thank you very much, Stripe issues credit cards, MoviePass… still alive at the time of this recording… and th...

27 Heinä 201818min

Thu. 7/26 - The Greatest Loss of Market Value In a Single Day... Ever

Thu. 7/26 - The Greatest Loss of Market Value In a Single Day... Ever

The Facebook earnings disaster. What else? But also Qualcomm walks away from an acquisition, Amazon’s facial recognition tech seems pretty flawed, and Samsung might have invented unbreakable displays ...

26 Heinä 201818min

Wed. 7/25 - China to Facebook: Not So Fast!

Wed. 7/25 - China to Facebook: Not So Fast!

Another internal Facebook memo leaks, China tells Facebook “not so fast,” Steam battles Discord, why the iPhone can’t compete in China, and a Y2K bug for the new millennium. Links:Departing Facebook S...

25 Heinä 201818min

Tue. 7/24 - Laptops Are Too Thin and Too Light!

Tue. 7/24 - Laptops Are Too Thin and Too Light!

Alphabet earnings, Google’s Translation app takes over the world, potentially two new Xbox consoles, Verizon wants to deliver TV over 5G and the thin-and-light laptop revolution has gone too far! Link...

24 Heinä 201817min

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