Wed. 08/21 - The Bull Case For WeWork

Intel tries to punch its way back to relevancy with the release of Panther Lake, the first chip built on its 18A process. Is Cursor so successful it’s about to rocket to a $30 billion valuation? Big raise for a US Deep Seek competitor? And are we starting to get the first models moving beyond attention based architecture? Here is Panther Lake, Intel’s 2026 laptop chip with next-gen graphics (The Verge) Intel Debuts New Technology in Make-or-Break Moment for CEO’s Turnaround Bid (Bloomberg) Discord says 70,000 users may have had their government IDs leaked in breach (The Verge) Cursor-Maker Anysphere Considers Investment Offers at $30 Billion Valuation (The Information) Reflection AI, an A.I. Model Start-Up, Raises $2 Billion (NYTimes) Samsung AI researcher's new, open reasoning model TRM outperforms models 10,000X larger — on specific problems (VentureBeat) Microsoft Tries to Catch Up in AI With Healthcare Push, Harvard Deal (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Okt 21min

More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they’ve raised to pay off lawsuits since they can’t get insurance. Another way OpenAI is the new Microsoft. And at the end? Look at that! A non-AI story! OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals (Bloomberg) Nvidia’s Huang says he’s surprised AMD offered OpenAI 10% of company in ‘clever’ deal (CNBC) At $1.2 Trillion, More High-Grade Debt Now Tied to AI Than Banks (Bloomberg) Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist says (Fortune) Insurers balk at multibillion-dollar claims faced by OpenAI and Anthropic (Financial Times) OpenAI Sneezes, and Software Firms Catch a Cold (Wired) Amazon Pharmacy introduces kiosks that can quickly dispense medications at the doctor’s office (GeekWire) Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Okt 20min

Forget building apps on TOP of ChatGPT, now they’ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era. The prediction market market continues to explode. Turning down the volume on streaming ads. And why Mr. Beast is worried about AI social media. OpenAI announces Apps SDK allowing ChatGPT to launch and run third party apps like Zillow, Canva, Spotify (VentureBeat) OpenAI’s Windows Play (Stratechery) NYSE Owner to Invest Up to $2 Billion in Polymarket (WSJ) California law forces Netflix, Hulu to turn down ad volumes (Politico) MrBeast says AI could threaten creators’ livelihoods, calling it ‘scary times’ for the industry (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Okt 20min

Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is driving up prices for memory and storage chips. And does the math work out for those new fangled small nuclear reactors? AMD stock skyrockets 30% as OpenAI looks to take stake in AI chipmaker (CNBC) Elon Musk Gambles Billions in Memphis to Catch Up on AI (WSJ) AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade (Tom's Hardware) OpenAI and Jony Ive grapple with technical issues on secretive AI device (FT) US and investors gambling on unproven nuclear technology, warn experts (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Okt 21min

Make It Snow is Snowflake’s go-to-market playbook, told by longtime CRO Chris Degnan and CMO Denise Persson. The central idea: sales and marketing must operate as “one brain in two bodies.” The takeaways are practical and candid: embed with customers sooner than feels comfortable, pick a clear foil, design programs you can rerun, centralize data so sales and marketing act from one truth, and treat culture as GTM infrastructure. If you’re a founder, CRO, CMO, or operator trying to go from zero to billions without losing the plot, Make It Snow is a field manual for aligning people, narrative, and pipeline at every stage. Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Okt 53min

Apple removes an app after the DOJ asked them to. People are using AI, but which AI are they actually paying for? Sora is now the number one app in all the land. And in the Longreads, now is it time to blame ChatGPT for breaking up marriages? Apple takes down ICE tracking apps after pressure from Bondi DOJ (Fox Business) A new a16z report looks at which AI companies startups are actually paying for (TechCrunch) AI is not killing jobs, US study finds (Financial Times) OpenAI wraps $6.6 billion share sale at $500 billion valuation (CNBC) OpenAI’s invite-only video generation app Sora tops Apple’s App Store (CNBC) Weekend Longreads Suggestions: Egon Durban’s $55bn buyout bet raises stakes for Silver Lake (Financial Times) Silver Lake Cements Power Broker Status With $55 Billion EA Deal (Bloomberg) ChatGPT Is Blowing Up Marriages as Spouses Use AI to Attack Their Partners (Futurism) Learn more about your ad choices. Visit megaphone.fm/adchoices

3 Okt 21min

More fallout from the Sora explosion, including my take on using it. OpenAI is now officially the biggest startup in the galaxy. We now know what Mira Murati’s new startup is building. The Brave browser is hitting some impressive user milestones. And why are young people flocking back to… checks notes… AOL? OpenAI’s Sora 2 Copyright Infringement Machine Features Nazi SpongeBobs and Criminal Pikachus (404Media) OpenAI Valuation Reaches $500 Billion, Topping Musk’s SpaceX (Bloomberg) Apple Shelves Vision Headset Revamp to Prioritize Meta-Like AI Glasses (Bloomberg) Mira Murati’s Stealth AI Lab Launches Its First Product (Wired) Google Translate Rival DeepL Explores US IPO (Bloomberg) Brave Now Has Over 100 Million Users (Thurott) Exclusive: Yahoo nears deal to sell AOL to Italy's Bending Spoons for $1.4 billion, sources say (Reuters) https://sora.chatgpt.com/profile/brianmccul Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Okt 20min

Why Sora is all anyone can talk about, both the new social network and the new AI model. Satya Nadella is still Microsoft’s CEO but he’s taken some things off his plate. Oura gets colorful, and a hardware company that we’ve not spoken about in years is back, with AI onboard. OpenAI's Sora app lets friends swap AI video cameos (Axios) OpenAI made a TikTok for deepfakes, and it’s getting hard to tell what’s real (The Verge) Satya Nadella appoints a new CEO to run Microsoft’s biggest businesses (The Verge) Oura adds colorful ceramic rings and charging case to lineup (The Verge) I got sweaty with Peloton's new Bike and Tread — but Peloton IQ is just as impressive (Tom's Guide) Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Okt 20min