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(2321)

CES Day 3

CES Day 3

xAI has raised another monster round. Polymarket has yet another controversy around whether a bet should pay out or not. Could the AI datacenter buildout actually disrupt politics in local America? An...

7 Jan 21min

CES Day 2

CES Day 2

Nvidia launches its next chip platform. AMD says, hey, us too! Also, did you know Nvidia is building self-driving car platforms? Did you know Dell is bring the XPS brand back? And did you know that th...

6 Jan 22min

CES Day 1

CES Day 1

Coming to you live from Las Vegas with the first of the CES madness. More signs that insider betting on prediction markets is going to become something we’re going to have to live with. Is Reddit bigg...

5 Jan 21min

Manus, The Hands Of Fate

Manus, The Hands Of Fate

More on Manus, who they are, how they got positioned to sell, and more on what Meta wants to do with them. Open AI is paying employees more than anyone in history. The TriFold phone is a bit a dud. An...

31 Des 202520min

The End Of Year M&A Rush

The End Of Year M&A Rush

This flurry of M&A deals at the end of the year (I have another one to tell you about) are people getting out while the getting is good, or is this just the start of what’s going to be a big deal in 2...

30 Des 202524min

Nvidia Kindacquires Groq

Nvidia Kindacquires Groq

Nvidia kindaquires Groq I’ll tell you what we think the strategy is here. A shot across my bow that CES is next week. Accountants shut down remote testing because of AI. And for all the recent bullish...

29 Des 202520min

(BNS) The Story Of Toys R Us

(BNS) The Story Of Toys R Us

Feel free to check out Rad History if you enjoyed this. Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Des 202538min

(BNS) Top Tech Stories Of 2025 With The Newsworthy

(BNS) Top Tech Stories Of 2025 With The Newsworthy

You can find out more about The Newsworthy here. Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Des 202532min

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