The AI Concern Committee Is Back

The AI Concern Committee Is Back

More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they’ve raised to pay off lawsuits since they can’t get insurance. Another way OpenAI is the new Microsoft. And at the end? Look at that! A non-AI story! OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals (Bloomberg) Nvidia’s Huang says he’s surprised AMD offered OpenAI 10% of company in ‘clever’ deal (CNBC) At $1.2 Trillion, More High-Grade Debt Now Tied to AI Than Banks (Bloomberg) Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist says (Fortune) Insurers balk at multibillion-dollar claims faced by OpenAI and Anthropic (Financial Times) OpenAI Sneezes, and Software Firms Catch a Cold (Wired) Amazon Pharmacy introduces kiosks that can quickly dispense medications at the doctor’s office (GeekWire) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Is TikTok’s Algo Changing?

Is TikTok’s Algo Changing?

I think we have to gird ourselves for a slew of Chinese AI releases in the coming weeks. Are AI inspired layoffs poised to sweep the tech industry? Meta goes with subscriptions. Uber wants to train AI...

27 Tammi 20min

Now We Have The Clawdbot

Now We Have The Clawdbot

Did you even notice that new TikTok privacy policy over the weekend? AirTags finally have a second generation. Microsoft confirms it will give out your BitLocker recovery keys if you’re silly enough t...

26 Tammi 21min

MAYBE TikTok Is A Done Deal (This Time?)

MAYBE TikTok Is A Done Deal (This Time?)

Ok, ok, maybe the whole TikTok thing is a done deal at long last? Amazon is planning another major round of layoffs. Are Epic Games and Google doing an end-run around the judge? Capital One acquires B...

23 Tammi 20min

Apple’s Wearable AI Pin

Apple’s Wearable AI Pin

Apple is developing their own AI wearable, the size of an AirTag. Anthropic overhauls Claude’s constitution. South Korea is the latest place to ride the AI rocket ship. And I think I know why your bos...

22 Tammi 20min

Elon Says: IPO NOW!

Elon Says: IPO NOW!

Anthropic continues to project strength in the AI race. How OpenAI is rolling out ads on ChatGPT. Netflix wants to become TikTok faster than TikTok can become them. YouTube wants to have it both ways ...

21 Tammi 20min

The “Assistant Axis”

The “Assistant Axis”

Netflix ups its bid with all cash. Sony is spinning off its legendary TV business with TCL. One of the biggest seed rounds I’ve ever heard of. Reels continues to win for Zuck. And let me introduce you...

20 Tammi 20min

Ads Come To ChatGPT

Ads Come To ChatGPT

Ads are finally coming to ChatGPT. Why everyone online can’t stop talking about going on Claude benders. Elon’s case against OpenAI moves forward again. The Thinking Machines saga roils on again. And ...

19 Tammi 21min

I’m Calling It: The Metaverse Is Over

I’m Calling It: The Metaverse Is Over

More fallout from the Thinking Machines stuff. I’m officially calling it: I think the Metaverse is over, at least at Meta. Cloudflare continues to make an effort to protect the web and creators from A...

16 Tammi 20min

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