Wed. 02/05 – Shein And Temu In Deep Trouble

Wed. 02/05 – Shein And Temu In Deep Trouble

Temu And Shein got a reprieve from the USPS, but they are still in deep, deep trouble. I’ll explain why. Alphabet earnings disappoint their investors but cheer investors of Nvidia. Google and Meta going in different directions when it comes to AI. And why are people increasingly refusing to pay ransomware? Sponsors: Acorns.com/ride Links: USPS Resumes Accepting Packages From China After Unexpected Suspension (Wired) Google expects to spend $75 billion this year on the AI race (The Verge) Google drops pledge not to use AI for weapons or surveillance (The Washington Post) Meta says it may stop development of AI systems it deems too risky (TechCrunch) After a bruising year, Sonos readies its next big thing: a streaming box (The Verge) 35% Year-over-Year Decrease in Ransomware Payments, Less than Half of Recorded Incidents Resulted in Victim Payments (Chainalysis) Apple Launches New 'Invites' App (MacRumors)

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Episoder(2434)

Is Gemini 4 Argon Just Benchmaxxing?

Is Gemini 4 Argon Just Benchmaxxing?

Google unveiled Gemini 4 Argon, which you and I can't use yet, and insiders say it's weaker in practice than on benchmarks. Amazon refreshed the Kindle, Samsung quietly hiked Galaxy S26 prices, and Mc...

1 Okt 21min

Dippin Dots

Dippin Dots

Trump got the big AI companies to sign a voluntary, "morally binding" safety accord. OpenAI's DevDay delivered Dots, always-on agents, plus GPT-6.1 Sol and a play to make ChatGPT the new app store. Am...

30 Sep 20min

We Have The Anthropic IPO Numbers

We Have The Anthropic IPO Numbers

Anthropic's IPO prospectus finally surfaced: a $42B net loss on $4.6B in revenue, a quarter of it from two customers. OpenAI scrapped GPT-6.1 Astra over safety, Oura postponed its IPO, and I wondered ...

29 Sep 22min

Starship Reaches Orbit For The First Time

Starship Reaches Orbit For The First Time

Nvidia launched a safety platform to stop AI agents from escaping sandboxes, SpaceX finally got Starship into orbit, Meta launched an enterprise AI business, Instinct raised $1 billion, and Trump and ...

28 Sep 21min

Is Copilot Microsoft's Everything App?

Is Copilot Microsoft's Everything App?

Microsoft finally unveiled its Copilot super app, with chat, coding, and agents in one place. Tesla's Optimus ramp hit snags. Meta wanted you making AI games for Instagram. And a startup valued at $20...

25 Sep 20min

Meta Made a Tamagotchi for Its AI

Meta Made a Tamagotchi for Its AI

Meta unveiled $1,299 VR Glasses, $349 camera-free Ray-Ban Audio glasses, and a keychain Muse Charm gadget, plus Ray-Ban Display upgrades. Anthropic's Claude agents found a CRISPR-like enzyme system in...

24 Sep 19min

AI Models Just Got Cheaper?

AI Models Just Got Cheaper?

Anthropic launched Claude Opus 5.5, cheaper and safer than Opus 5, right as OpenAI dropped GPT-6 Sol and Luna with half the errors and lower prices. YouTube countered with Shorts Series, an AI creator...

23 Sep 21min

Meta Finally Has An AI Hit

Meta Finally Has An AI Hit

Meta's Muse topped download charts and sent Meta stocks soaring, Shopify agreed to let Muse complete checkouts via Shop Pay, Microsoft laid off Xbox staffers as Halo moves to Activision, and Xiaomi's ...

22 Sep 22min

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