Wed. 07/31 - Apple: What, Me Worry?

Wed. 07/31 - Apple: What, Me Worry?

Apple isn’t selling as many iPhones, but they want you to know that that’s just fine. Samsung isn’t selling as many high end smartphones as they’d like, but seemingly no one is. There’s a new Galaxy Tab, Facebook hasn’t given up on their Portal ambitions and the rise of the livestreamed funeral business. Sponsors: WeWorkRemotely.com DataDogHQ.com/ridehome Links: Apple Reports Third Quarter Results (Apple PR) Samsung's Q2 profit halved from low memory demand (ZDNet) Samsung’s Galaxy Tab S6 is its latest volley against the iPad Pro (The Verge) Spotify Grows to 108M Paid Subscribers Compared to Apple Music's 60M (MacRumors) Facebook Approached Netflix, Disney to Support TV Chat Device (The Information) Amazon concedes market share in battle for online consumer goods sales (TalkBusiness.net) NOW EVEN FUNERALS ARE LIVESTREAMED—AND FAMILIES ARE GRATEFUL (Wired) CLASSIFIED: There is a great new podcast on venture and startups. It’s Called LA Venture and it’s all about the Los Angeles venture and startup scene. It's useful if you're looking for funding or just interested in getting to know the LA investors. Admittedly, it's hosted by two VCs interviewing other VCs and everyone is talking about themselves. But, we're all avid TechMeme listeners so perhaps we've picked up some of Brian's ability to make our stories snappy and enjoyable listening. (ooh… flattery will get you everywhere)… Search for "LA Venture" hosted by TenOneTen. Great place to get venture insights if you're already caught up on TechMeme Ride Home listening. Again, LA Venture by TenOneTen. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2388)

Is Everybody Racing RSI?

Is Everybody Racing RSI?

Over 1,100 AI staffers signed a letter asking Washington to help pace frontier development. Wall Street got nervous as AI capex ballooned, Silicon Valley's backlash against Anthropic built over open w...

29 Jul 20min

Anthropic Doesn't Hate Open Weights, Says Anthropic.

Anthropic Doesn't Hate Open Weights, Says Anthropic.

Dario Amodei said Anthropic never backed an open-weights ban, pitching mandatory safety tests instead as OpenAI and Google signed on. Altman headed to Washington, Korea's KOSPI cratered 11% on AI jitt...

28 Jul 19min

Nvidia On The March

Nvidia On The March

Nvidia committed $5B to Ilya Sutskever's SSI and weighed a $250B backstop for OpenAI's Ohio megaproject. CXMT soared 466% in its debut, Amazon filed for 5,105 satellites, Apple delayed AI glasses, and...

27 Jul 20min

Stripe Wants To Buy Everything

Stripe Wants To Buy Everything

Stripe was in talks to buy OpenRouter for as much as $10B while still chasing PayPal. Midjourney bought astrology app Co-Star, Meta launched Facebook Verified and a standalone Seller app, and Nvidia a...

24 Jul 20min

Even OpenAI Folks Are Freaked Out

Even OpenAI Folks Are Freaked Out

OpenAI staff were reportedly freaked out after its models breached Hugging Face, as aggressive training raced Anthropic. Google posted its first-ever negative free cash flow on AI spending, added self...

23 Jul 21min

The AI Has Escaped Containment

The AI Has Escaped Containment

OpenAI said its models breached Hugging Face's infrastructure during a cyber-capability test. The White House accused Moonshot AI of distilling Anthropic's Fable to build Kimi K3, and Samsung unveiled...

22 Jul 21min

New Gemini

New Gemini

Google launched Gemini 3.6 Flash and started pretraining Gemini 4. China weighed tightening AI export controls, Bessent said the US would probe Chinese model distillation, Apple prepped a Klarna-backe...

21 Jul 21min

It's All China AI All The Time

It's All China AI All The Time

Alibaba launched Qwen3.8 Max as Moonshot paused Kimi K3 signups amid demand. The Trump administration weighed a slow squeeze on Chinese AI, Hugging Face used China's GLM-5.2 after US guardrails blocke...

20 Jul 21min

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