Mon. 11/25 – Return Of The Vita?

Mon. 11/25 – Return Of The Vita?

Is Sony about to get back into the mobile gaming hardware business? Is Bluesky in the dog house with the EU? Nvidia’s new AI model. Is Intel not going to get as much money as it hoped for? And the rise of AI superclusters. Sponsors: MackWeldon.com promocode BRIAN 1Password.com/ride Links: Sony Working on Handheld Console for PS5 Games to Rival Switch (Bloomberg) Bluesky breaching rules around disclosure of information, says EU (Financial Times) Nvidia shows AI model that can modify voices, generate novel sounds (Reuters) NVIDIA's new AI model Fugatto can create audio from text prompts (Engadget) Washington Curtails Intel’s Chip Grant After Company Stumbles (NYTimes) Klarna’s Planned IPO Sets the Stage for More Fintech Listings (Bloomberg) Exclusive: CoreWeave targets valuation of over $35 billion in 2025 US IPO, sources say (Reuters) AI’s Future and Nvidia’s Fortunes Ride on the Race to Pack More Chips Into One Place (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2309)

Gemini To Power The New Siri?

Gemini To Power The New Siri?

Apple is probably going to let Gemini power the new Siri, at least for a while. Does OpenAI want the government to backstop its AI buildout? And two new AI products. How about an AI smart-ring to reme...

6 Nov 202520min

Google and Epic Settle

Google and Epic Settle

Google and Epic Games settle their beef. Ripple wants to claim the stablecoin crown. Hyperscalers are about to claim the power generation equivalent to 40 million homes. And the wonkiest analysis I’ve...

5 Nov 202521min

Nobody Cares About AI Ads?

Nobody Cares About AI Ads?

Apple brings the App Store to the web. When the cyber white hats turn black hat. Jensen didn’t get what he really wants from Trump. Coca-Cola says nobody cares if the commercials are AI. Is Common Cra...

4 Nov 202523min

Another Day, Another OpenAI Deal

Another Day, Another OpenAI Deal

Well, another day, another OpenAI deal, but this is their big move to get in bed with AWS. More monitoring of the moment prediction markets are having. Is Big Tech’s dominance of the stock market gett...

3 Nov 202522min

(BNS) Cohesity CEO Sanjay Poonen

(BNS) Cohesity CEO Sanjay Poonen

Sanjay Poonen, CEO of Cohesity, discusses the strategic acquisition of Veritas' data protection business, emphasizing the benefits for customers and the company's growth trajectory. He highlights the ...

1 Nov 202524min

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, o...

31 Okt 202523min

Wall Street: Spend! (But Not Too Much…)

Wall Street: Spend! (But Not Too Much…)

Three big tech earnings reports give a mixed message. Wall Street wants you to spend on the AI buildout, but not too much, and maybe not you, Meta. Sora already has some new features. More details on ...

30 Okt 202521min

Nvidia $5T

Nvidia $5T

Nvidia announced a whole bunch of things yesterday and that sent their market cap above $5 trillion for the first time. Grammarly rebrands as Superhuman. Character.ai moves to banning kids outright. A...

29 Okt 202521min

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