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(2295)

Blackouts Take Waymo Out

Blackouts Take Waymo Out

Turns out when the lights go out, Waymo’s don’t handle that well. Larry Ellison actually puts his money on the line. Somebody is pirating music like it’s 1999. And two deep-dive looks at whether or no...

22 Des 202522min

TikTok Sold (Again) (?)

TikTok Sold (Again) (?)

Has TikTok finally been sold, episode number 47… The Pennsylvania supreme court says police don’t need a warrant to read your search history. YouTube terminates some big accounts over AI usage. A new ...

19 Des 202521min

China’s EUV Machine?

China’s EUV Machine?

Has China cracked a major puzzle for chip parity? Trump Media merges with a… Fusion Energy startup? Coinbase continues its efforts to let you trade everything. OpenAI is turning on the fundraising aft...

18 Des 202520min

Now It’s Amazon’s Turn To Invest In OpenAI

Now It’s Amazon’s Turn To Invest In OpenAI

ChatGPT ups its image generation game. Now it’s Amazon’s turn to invest in OpenAI. WBD says it still wants to go with the Netflix offer. Waymo’s raising money again. And the new AI sort of newsletter ...

17 Des 202520min

The Pivot To AI Datacenters

The Pivot To AI Datacenters

Tech continues to be a major geopolitical stumbling block, this time with the UK. Are we currently in the midst of the second mini-tech recession of the year? If Ford can pivot from EV’s to servicing ...

16 Des 202520min

The Roomba Hits The Wall

The Roomba Hits The Wall

Your Roomba is circling the drain with iRobot filing for bankruptcy. Remember credit default swaps? Turns out they’re not just for hedging housing anymore. Nano Banana looks so realistic because it’s ...

15 Des 202521min

GPT-5.2 As OpenAI’s Attempt To Change The Narrative

GPT-5.2 As OpenAI’s Attempt To Change The Narrative

Ok, fine, says Sam, here’s a new GPT model so you’ll hopefully stop saying we’re behind. Broadcom as another AI bellwether. Now that Disney is in bed with OpenAI, they’re ceasing and desisting Google....

12 Des 202522min

Disney Invests In OpenAI

Disney Invests In OpenAI

Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinking about OpenAI’s prospects. More on the whole Data...

11 Des 202522min

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