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

Episoder(2321)

Sora Sinks

Sora Sinks

OpenAI is abandoning Sora to do the big refocus they’ve been signaling. Meta is starting to rack up the losses in court. Is China going to block the Manus acquisition by Meta from going through? They’...

25 Mar 21min

Your Router Is Likely Banned

Your Router Is Likely Banned

Buying an internet router made outside the US is now verboten. Claude can now basically fully use your computer for you. More layoffs and surprising production cuts in the gaming industry. And the two...

24 Mar 20min

Zuck’s Personal AI Agent

Zuck’s Personal AI Agent

Mark Zuckerberg has spun up his own AI bot to do his job for him. Or help him do his job quicker, I guess. OpenAI hires an ad guru from Meta. Elon loses a case. Maybe some managers actually want you t...

23 Mar 20min

AI Superapps

AI Superapps

OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google Search in that innovator’s dilemma way. And in th...

20 Mar 20min

The AI Race Is Now A Land Grab For Dev And Design Work

The AI Race Is Now A Land Grab For Dev And Design Work

In three parts I’ll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully embraces our new prediction market overlords. Even i...

19 Mar 21min

Crypto Gets Its Rulebook

Crypto Gets Its Rulebook

At long last, the government has issued guidance to crypto on what is or is not allowed. The blowup from gamers has caused Jensen to push back. A tale of contrasting IPOs from wildly different industr...

18 Mar 20min

Westworld For Real

Westworld For Real

All the headlines from Nvidia’s big event yesterday. Can Apple make fetch happen with foldable phones cause nobody else seems to be able to. One hour deliveries is the new, screw it, we’re doing five ...

17 Mar 21min

The Mother Of All Meta Layoffs?

The Mother Of All Meta Layoffs?

Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside the house. What does it mean if the San Francisco rea...

16 Mar 21min

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