The Rise of Huawei with Dexter Thillien

The Rise of Huawei with Dexter Thillien

Not too long ago I did a longreads suggestion about Huawei and listener Dexter Thillien got in touch, because he’s a telecoms analyst, and he was actually quoted in the article. Over email, he educated me about some of my misconceptions about Huawei and I was like, “Don’t just school me! Come on the podcast and let’s catch everyone on up Huawei!” And so, today, we do that. Where did Huawei come from? How did it get to a place where it’s the pre-eminent 5G infrastructure firm? Is Huawei just a tool of the Chinese government. I do apologize for the somewhat poor Skype connection, but the content here is so good, you won’t even notice. My thanks to Dexter Thillien. Sponsor: Everykey.com, promo code RIDE20 to get 20% off.

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Episoder(2435)

Did OpenAI Fire Its Whistleblowers?

Did OpenAI Fire Its Whistleblowers?

OpenAI fired three researchers for allegedly sharing sensitive info with an AI safety group, and the whistleblower talk started. Cloudflare launched Clef to challenge Jev, Suno added Speech, and Slove...

2 Okt 21min

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

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