Wed. 04/17 - Qualcomm Makes Apple Cry Uncle

Wed. 04/17 - Qualcomm Makes Apple Cry Uncle

There’s no other way to describe it: Qualcomm got Apple to surrender, are things back on for an Apple Car, Microsoft has a new Hub and a new Xbox One S, and why Hulu has an advantage the other streamers don’t. Sponsors: Lightstream.com/ride Mealime app Links: Qualcomm surges after announcing a settlement with Apple over patent royalties (CNBC) Apple Settles With Qualcomm, Intel Exits Modems, Apple’s Miscalculation (Stratechery) Qualcomm just beat Apple into submission (SemiAccurate) Exclusive: Apple in talks with potential suppliers of sensors for self-driving cars - sources (Reuters) T-Mobile-Sprint Deal Runs Into Resistance From DOJ Antitrust Staff (WSJ) Microsoft's more portable Surface Hub 2S ships in June for $9000 (TechCrunch) Xbox One S All-Digital Edition: Price, availability, games and more (CNET) Netflix drops on earnings report showing weak guidance, CMO retires (CNBC) As Netflix Contends With More Rivals, Hulu Stands Out (NYTimes) My Samsung Galaxy Fold screen broke after just a day (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2318)

Another DeepSeek Moment On The Horizon?

Another DeepSeek Moment On The Horizon?

Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, Anthropic's secondary market valuation hits $1T on ...

23 Apr 22min

Elon Buys Cursor?

Elon Buys Cursor?

SpaceX struck a deal giving it the option to acquire Cursor for $60B or pay $10B, as xAI scrambles to catch up in AI coding. Google unveiled new TPUs and an agent platform, OpenAI shipped ChatGPT Imag...

22 Apr 20min

Tim Cook Rides Into The Sunset

Tim Cook Rides Into The Sunset

Apple named John Ternus as its next CEO, with Tim Cook stepping up to executive chairman on September 1. Amazon agrees to invest up to $25B more in Anthropic, Bezos' Project Prometheus nears a $10B ra...

21 Apr 21min

Robots Winning The (Literal) Race

Robots Winning The (Literal) Race

Vercel confirmed a breach traced to an AI platform's compromised OAuth app. The NSA is using Anthropic's Mythos despite the Pentagon blacklist. Mac Minis face 12-week wait times from AI agent demand, ...

20 Apr 21min

Reed Hastings Rides Into The Sunset

Reed Hastings Rides Into The Sunset

Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and De...

17 Apr 22min

Claude Opus 4.7

Claude Opus 4.7

Anthropic drops Claude Opus 4.7 for coding and rolls out government ID verification for some users. TSMC beats earnings, raises forecasts on strong AI demand. X launches Cashtags, and Google's SpaceX ...

16 Apr 20min

Our Shoe Company Is Now An AI Company

Our Shoe Company Is Now An AI Company

Snap is cutting 16% of its workforce—about 1,000 people—as Spiegel blames AI for making everyone more efficient (read: expendable). Allbirds, the shoe company that sold for $39M, is pivoting its shell...

15 Apr 20min

Space Race Acquisition

Space Race Acquisition

Amazon's dropping $10.8 billion on Globalstar to beef up its Leo satellite network and challenge Starlink — and Apple's along for the ride. Plus, federal charges for the Sam Altman attacker, OpenAI ac...

14 Apr 20min

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