Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks

Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks

Apple’s earnings are decidedly mixed. Mark Zuckerberg’s complaints about everything he says leaking… leaked, and there are a lot of interesting details in those leaks. Looks like the SoftBank and OpenAI courtship is a serious one, and if the marriage happens, looks like Arm Holdings can be leveraged for the dowery. And, of course, the Weekend Longreads Suggestions. Links: Apple shares rise 3% as boost in services revenue overshadows iPhone miss (CNBC) Mark Zuckerberg said that Meta missed TikTok's rise because it didn't seem 'social' enough, leaked recording reveals (Business Insider) OpenAI in Talks for Huge Investment Round Valuing It at Up to $300 Billion (WSJ) OpenAI’s Sam Altman and SoftBank’s Masayoshi Son Are AI’s New Power Couple (WSJ) Weekend Longreads Suggestions: DeepSeek Chief’s Journey From Math Geek to Global Disruptor (WSJ) Chinese Quant Whiz Built DeepSeek In The Shadow Of a Hedge Fund Rout (Bloomberg) DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts (SemiAnalysis) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2264)

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

Is TikTok’s Algo Changing?

Is TikTok’s Algo Changing?

I think we have to gird ourselves for a slew of Chinese AI releases in the coming weeks. Are AI inspired layoffs poised to sweep the tech industry? Meta goes with subscriptions. Uber wants to train AI...

27 Jan 20min

Now We Have The Clawdbot

Now We Have The Clawdbot

Did you even notice that new TikTok privacy policy over the weekend? AirTags finally have a second generation. Microsoft confirms it will give out your BitLocker recovery keys if you’re silly enough t...

26 Jan 21min

MAYBE TikTok Is A Done Deal (This Time?)

MAYBE TikTok Is A Done Deal (This Time?)

Ok, ok, maybe the whole TikTok thing is a done deal at long last? Amazon is planning another major round of layoffs. Are Epic Games and Google doing an end-run around the judge? Capital One acquires B...

23 Jan 20min

Apple’s Wearable AI Pin

Apple’s Wearable AI Pin

Apple is developing their own AI wearable, the size of an AirTag. Anthropic overhauls Claude’s constitution. South Korea is the latest place to ride the AI rocket ship. And I think I know why your bos...

22 Jan 20min

Elon Says: IPO NOW!

Elon Says: IPO NOW!

Anthropic continues to project strength in the AI race. How OpenAI is rolling out ads on ChatGPT. Netflix wants to become TikTok faster than TikTok can become them. YouTube wants to have it both ways ...

21 Jan 20min

The “Assistant Axis”

The “Assistant Axis”

Netflix ups its bid with all cash. Sony is spinning off its legendary TV business with TCL. One of the biggest seed rounds I’ve ever heard of. Reels continues to win for Zuck. And let me introduce you...

20 Jan 20min

Ads Come To ChatGPT

Ads Come To ChatGPT

Ads are finally coming to ChatGPT. Why everyone online can’t stop talking about going on Claude benders. Elon’s case against OpenAI moves forward again. The Thinking Machines saga roils on again. And ...

19 Jan 21min

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