Amazon Didn’t Scare Investors

Amazon Didn’t Scare Investors

Amazon didn’t scare investors this Halloween. They’re quite pleased, actually. They’re not public but we now know how much money OpenAI lost this quarter. Nvidia’s generous investment strategy. And, of course, the Weekend Longreads Suggestions. Amazon cloud records 20% sales growth, topping estimates (CNBC) Microsoft seemingly just revealed that OpenAI lost $11.5B last quarter (The Register) Sora now lets you pay extra to make more AI videos (The Verge) Nvidia to Invest Up to $1 Billion in AI Startup Poolside (Bloomberg) Nvidia Is Accelerating Its Investing Spree in AI Startups (Bloomberg) Weekend Longreads Suggestions: Nike says its first ‘powered footwear’ is like an e-bike for your feet (The Verge) Some People Can’t See Mental Images. The Consequences Are Profound (The New Yorker) Learn more about your ad choices. Visit megaphone.fm/adchoices

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(BNS) You're Not Killing It. Nobody Is Killing It. VC Legend Jerry Colonna

(BNS) You're Not Killing It. Nobody Is Killing It. VC Legend Jerry Colonna

One of the very first VCs of the Internet Era, and especially the NYC tech ecosystem, Jerry Colonna reflects on his journey from growing up in New York to becoming a successful journalist and venture ...

27 Syys 20251h 14min

Is TikTok US Only Worth $14B?

Is TikTok US Only Worth $14B?

Maybe… the TikTok thing has finally reached a resolution. Again. Maybe Amazon owes us all some money. Maybe that Neon app from yesterday was a bad idea. OpenAI and Meta make some super interesting str...

26 Syys 202523min

Get Paid To Train AI On Your Phone Calls?

Get Paid To Train AI On Your Phone Calls?

Another lawsuit against OpenAI, this time from xAI. Intel approached Apple about bailing them out. What if crypto was reversable so you could recover fraud. Drama in open source land. And would you li...

25 Syys 202520min

The AI Incentives Game

The AI Incentives Game

Stargate gets off the ground, or at least, announces it is. What if OpenAI leases the chips from Nvidia instead of buying them. I go a bit deep in this episode in terms of the incentives behind all th...

24 Syys 202520min

Ouroboros All The Way Down?

Ouroboros All The Way Down?

Nvidia is investing $100B in OpenAI, and there are a billion angles to that fact, so get ready to dive into it. Why were there giant sim farms popping up around NYC? The new AI to help you with Candy ...

23 Syys 202520min

TikTok Deals? Visa Rules?

TikTok Deals? Visa Rules?

Once again, I THINK a TikTok deal is happening, so updates on that. Why lots of folk in the tech industry are worried about new H-1B visa rules. Might those annoying cookie consent checkboxes be going...

22 Syys 202522min

(BNS) Datadog Founder Olivier Pomel

(BNS) Datadog Founder Olivier Pomel

Today I’m joined by Olivier Pomel, cofounder/CEO of Datadog. We trace his path from French open-source tinkerer to NYC founder, the dev-vs-ops friction that sparked Datadog, finding product-market fit...

20 Syys 202548min

 (CORRECT) OpenAI’s Hardware Plans Worry Apple

(CORRECT) OpenAI’s Hardware Plans Worry Apple

(Sorry about the editing error earlier) Nvidia is investing in self-driving AI tech. Google has given up the ghost and is making Chrome a full AI tool. Would you tolerate advertisements on the screen...

19 Syys 202521min

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