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(2293)

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

Apple Blocks ICEBlock

Apple Blocks ICEBlock

Apple removes an app after the DOJ asked them to. People are using AI, but which AI are they actually paying for? Sora is now the number one app in all the land. And in the Longreads, now is it time t...

3 Okt 202521min

Apple To Bench The Vision Pro?

Apple To Bench The Vision Pro?

More fallout from the Sora explosion, including my take on using it. OpenAI is now officially the biggest startup in the galaxy. We now know what Mira Murati’s new startup is building. The Brave brows...

2 Okt 202520min

Sora, Sora, Sora

Sora, Sora, Sora

Why Sora is all anyone can talk about, both the new social network and the new AI model. Satya Nadella is still Microsoft’s CEO but he’s taken some things off his plate. Oura gets colorful, and a hard...

1 Okt 202520min

Amazon’s Hardware Event

Amazon’s Hardware Event

All the headline’s from Amazon’s fall hardware event. Daniel Ek is stepping back from Spotify. A new Claude model. ChatGPT gets into the shopping biz. And OpenAI is likely launching it’s own TikTok cl...

30 Sep 202520min

EA Taken Private

EA Taken Private

The biggest sign yet of the state of the gaming industry, EA is being taken private. DeepSeek’s new model might start a new AI price war. OpenAI announces their parental controls for teen users. And, ...

29 Sep 202520min

(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 Sep 20251h 14min

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