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) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2306)

The MacBook Neo

The MacBook Neo

Apple unveils its Chromebook sort of competitor, the MacBook Neo. Anthropic might be the fastest growing startup in history. Polymarket will no longer let you bet on thermonuclear war. Sony will no lo...

4 Mar 20min

Anyone Want To Give Me A Betting Market Tip?

Anyone Want To Give Me A Betting Market Tip?

Apple continues its week of product refreshes, now with MacBooks, now with new M5 Pro and M5 Max chips. People continue to get rich frontrunning news on the betting markets. And Sam Altman says, no, s...

3 Mar 20min

The Week Of Apple Updates (Corrected)

The Week Of Apple Updates (Corrected)

Apparently, it’s going to be a week of Apple updates and it kicks off with the iPhone 17e and an M4 iPad Air. AWS service is struggling in the Middle East. An important ruling in terms of AI copyright...

2 Mar 20min

The Friday Of All The Headlines

The Friday Of All The Headlines

I’ve got everything for you today. OpenAI closed its round. Anthropic draws a line with the Pentagon and Sam Altman supports it. A huge AI inspired layoff round, maybe. Netflix walks away from the dea...

27 Feb 22min

An AI Has A Substack

An AI Has A Substack

Nano Banana 2 is here already. Nvidia tries to assure everybody there IS no bubble. Marc Benioff tries to assure everybody there IS not SaaS-pocalypse. Did Google just do exactly what Apple has been u...

26 Feb 21min

Galaxy Unpacked

Galaxy Unpacked

The new Galaxy S26 lineup is here. Remote control for Claude is here. But is Anthropic about to wash its hands when it comes to working with the Pentagon? Could Stripe buy PayPal. Oh, and speaking of ...

25 Feb 22min

The AI Essays Are Moving Markets

The AI Essays Are Moving Markets

That AI essay I shared with you yesterday sure got Wall Street’s attention. Anthropic says Chinese models are training off of Claude. A significant new breakthrough in chip production technology. And ...

24 Feb 20min

Sam Says Some Things

Sam Says Some Things

Sam Altman has a lot of stuff to say about AI and let’s just say comms needs to have a quiet word with him. SaaS may or may not be dead, but is the replacement vertical AI? And a big thought experimen...

23 Feb 23min

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