Wed. 08/21 - The Bull Case For WeWork

Wed. 08/21 - The Bull Case For WeWork

Next gen chips from Intel, the real HQ2 for Amazon is in India, the controversy around Apple blocking ad tracking on kids apps is a real case for King Solomon, and Ben Thompson makes a compelling bull case for WeWork. Sponsors: Pixelunion.net Read the Blog Post from BRD: Here Links: Intel Launches Comet Lake-U and Comet Lake-Y: Up To 6 Cores for Thin & Light Laptops (AnandTech) Dell unveils new XPS, Inspiron, and Vostro models with Intel Comet Lake processors (VentureBeat) Exclusive: Alibaba postpones up to $15 billion Hong Kong listing amid protests: sources (Reuters) Amazon opens its biggest global campus in India (Reuters) Gmail in G Suite now uses AI for inline spelling and grammar suggestions (VentureBeat) Shazam data is powering Apple Music's newest chart, the Shazam Discovery Top 25 (TechCrunch) Apple aims to protect kids’ privacy. App makers say it could devastate their businesses. (The Washington Post) The WeWork IPO (Stratechery) Classified: The Merge Conflict podcast is a weekly discussion with developers Frank and James on all things development, technology, & more. After years of being friends, Frank and James finally decided to sit down and start a podcast about their lives as mobile developers using Xamarin. Much more than just another mobile development podcast, Merge Conflict, reaches all areas of development including desktop, server, and of course mobile. They also cover fun things happening in the world of technology and gaming and whatever else happens to be on their minds. Head to mergeconflict.fm to learn more or search Merge Conflict in your favorite podcast app today to subscribe. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2389)

The AI Trade

The AI Trade

Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT unde...

30 Jul 19min

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

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