Fri. 10/13 – The Activision Acquisition Goes Through

Fri. 10/13 – The Activision Acquisition Goes Through

Microsoft wins its big prize. The EU officially opens and X investigation. VC investment activity has reached its lowest level in years. Netflix dips its toe into the IRL experience business. And, of course, the weekend longreads suggestions. Links: Microsoft's purchase of Activision Blizzard for Xbox has been fully APPROVED by the UK regulator (Windows Central) EU opens probe into Elon Musk’s X over Israel-Hamas war misinformation (Financial Times) U.S. VC funding hit lowest level in 6 years in Q3 | A story told in charts (VentureBeat) Netflix to Open Stores Where Fans Can Play, Shop and Eat in 2025 (Bloomberg) Weekend Longreads Suggestions: Adobe Is Focused on AI Rather Than Figma With Acquisition in Limbo (Bloomberg) Can EA’s FIFA-Free Soccer Game Win Fans? (Bloomberg) Has Bob Iger Lost the Magic? (Bloomberg) Why Dizziness Is Still a Mystery (The New Yorker) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2291)

Sam Altman’s Financial Engineering

Sam Altman’s Financial Engineering

The Dutch government has taken control of a Dutch chipmaker that had Chinese owners. Yet another big OpenAI deal, this time with Broadcom. The first AI desktop workstations are arriving. And we check ...

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(BNS) Jennifer Hyman Of Rent The Runway

(BNS) Jennifer Hyman Of Rent The Runway

Jenn Hyman shares her journey from early influences of entrepreneurship to founding Rent the Runway. She discusses the impact of the internet on her career, the challenges of fundraising during a rece...

13 Okt 202543min

China’s Getting Tetchy Again

China’s Getting Tetchy Again

China is stirring the pot on the tech trade wars once again. Sora has grown faster than even ChatGPT did. Is OpenAI now better at vibe coding than Anthropic is? How just a handful of malicious documen...

10 Okt 202519min

Intel Punches Back

Intel Punches Back

Intel tries to punch its way back to relevancy with the release of Panther Lake, the first chip built on its 18A process. Is Cursor so successful it’s about to rocket to a $30 billion valuation? Big r...

9 Okt 202521min

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 g...

8 Okt 202520min

OpenAI Wants To Be The Windows Of AI

OpenAI Wants To Be The Windows Of AI

Forget building apps on TOP of ChatGPT, now they’ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era. The prediction market market continues to explod...

7 Okt 202520min

OpenAI’s Big AMD Deal

OpenAI’s Big AMD Deal

Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is driving up prices for memory and storage chips. And...

6 Okt 202521min

(BNS) How Snowflake Wrote The GTM Playbook

(BNS) How Snowflake Wrote The GTM Playbook

Make It Snow is Snowflake’s go-to-market playbook, told by longtime CRO Chris Degnan and CMO Denise Persson. The central idea: sales and marketing must operate as “one brain in two bodies.” The takea...

4 Okt 202553min

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