Mon. 01/13 – Nvidia Isn’t Happy With New Chip Rules

Mon. 01/13 – Nvidia Isn’t Happy With New Chip Rules

The Biden administration unveils its long planned new chip export rules, and Nvidia isn’t happy. That whole botched Sonos app debacle has cost the CEO his job. Why we might not see blockbuster tech IPOs this year. Why some of Nvidia’s customers are returning Blackwell chips. And say hello to China’s answer to Instagram. Sponsors: Robinhood.com/gold Links: US imposes export controls on chips for AI to counter China (FT) Sonos CEO Leaving After Botched App Revamp Led to Customer Revolt (Bloomberg) Sonos CEO Patrick Spence steps down after disastrous app launch (The Verge) Silicon Valley’s largest start-ups to shun IPOs in 2025 (Financial Times) Nvidia’s Top Customers Face Delays From Glitchy AI Chip Racks (The Information) Xiaohongshu, China’s answer to Instagram, hits no. 1 on the App Store as TikTok faces US shutdown (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2263)

Piracy Is Back!

Piracy Is Back!

Claude Opus 4.6 arrives to crown Anthropic’s very good week, at least, for them it was good. You thought tech was spending big to build out for AI, but this week we’ve seen how big. Crypto seems to ha...

6 Feb 22min

Is Software Eating The World Being Eaten By AI?

Is Software Eating The World Being Eaten By AI?

Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of software eating the world in the process of being eate...

5 Feb 23min

(BNS) Ring Founder Jamie Siminoff

(BNS) Ring Founder Jamie Siminoff

Check out Jaime's book: Ding Dong: How Ring Went From Shark Tank Reject To Everyone's Front Door Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Feb 43min

SpaceX Acquires xAI

SpaceX Acquires xAI

As SpaceX acquires xAI, all of Elon’s companies under one umbrella is pretty much an inevitability isn’t it? What is with this weird game of chicken that Nvidia and OpenAI and now Oracle are all engag...

3 Feb 21min

Is Jensen Worried About OpenAI?

Is Jensen Worried About OpenAI?

Is Nvidia going through with their massive OpenAI investment or not? Does Apple have what it takes to win in the AI era or not? Is Elon the only one who can make datacenters in space happen or not? An...

2 Feb 21min

Elon Might Just Merge All His Companies Into One

Elon Might Just Merge All His Companies Into One

Apple does a big acquisition. OpenAI is racing to IPO. Elon might just merge all his companies into one. Google’s Project Genie is the latest thing that will make you say, gee, AI can do that?! And, o...

30 Jan 21min

Clawdbot Is Now Moltbot

Clawdbot Is Now Moltbot

Meta earnings good. The street like the AI spending. Microsoft earnings bad. Why is growth in their cloud business not as robust all of the sudden? Elon is following through on taking Tesla all in on ...

29 Jan 22min

The Amazon Layoffs

The Amazon Layoffs

The Amazon layoffs showed up on schedule. Is Tether behind the rise in the price of gold? A new type of privacy screen tech from Samsung. Elon wants to IPO on his birthday. Anthropic raises more ahead...

28 Jan 20min

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