Thu. 02/20 - What’s a Pirate’s Favorite Business Model? ARR…

Thu. 02/20 - What’s a Pirate’s Favorite Business Model? ARR…

Apple might let users choose third-party default apps, Twitter further embraces tweet storms, Morgan Stanley buys E*Trade, a rundown of all the stuff in the new Android developer preview, and if anything, it looks like cord cutting is just accelerating. Sponsors: Metalab.co Netgear.com/bestwifi Links: Apple Weighs Letting Users Switch Default iPhone Apps to Rivals (Bloomberg) Microsoft plans antivirus software for Android and iOS devices (CNBC) Twitter rolling out new ‘Continue thread’ option for connecting multiple tweets together (9to5Mac) Blue Chip Morgan Stanley to Buy Discount Broker E-Trade (NYTimes) Google launches Android 11 Developer Preview ahead of schedule for Pixel phones (9to5Google) Cord-Cutting Accelerated in 2019, Raising Pressure on Cable Providers (WSJ) Classified Ad info: Email: cofounders@icloud.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2313)

Claude Opus 4.7

Claude Opus 4.7

Anthropic drops Claude Opus 4.7 for coding and rolls out government ID verification for some users. TSMC beats earnings, raises forecasts on strong AI demand. X launches Cashtags, and Google's SpaceX ...

16 Apr 20min

Our Shoe Company Is Now An AI Company

Our Shoe Company Is Now An AI Company

Snap is cutting 16% of its workforce—about 1,000 people—as Spiegel blames AI for making everyone more efficient (read: expendable). Allbirds, the shoe company that sold for $39M, is pivoting its shell...

15 Apr 20min

Space Race Acquisition

Space Race Acquisition

Amazon's dropping $10.8 billion on Globalstar to beef up its Leo satellite network and challenge Starlink — and Apple's along for the ride. Plus, federal charges for the Sam Altman attacker, OpenAI ac...

14 Apr 20min

Sam Altman Attacked

Sam Altman Attacked

Sam Altman's home has been targeted twice in three days, first a Molotov cocktail, then a shooting from a passing car. Apple is testing four designs for AI smart glasses. OpenAI is touting its Amazon ...

13 Apr 19min

Taking The Threat Seriously

Taking The Threat Seriously

The US government is taking the Anthropic warning seriously. Google is showing prediction markets alongside various search results. Europeans ARE beginning to decouple from US tech. Kicking the tires ...

10 Apr 22min

Meta’s Refreshed AI Play

Meta’s Refreshed AI Play

Meta releases its first model in the great AI horserace catchup race. OpenAI is expecting to make as much money from ads as the biggest social media companies. Meta doesn’t want you to see ads encoura...

9 Apr 21min

Anthropic DOESN’T Release A Model

Anthropic DOESN’T Release A Model

I’ve got another potential tipping point day for you. Anthropic is making yet more shockwaves across the industry by NOT releasing a model. Why? Because it could potentially break everything software ...

8 Apr 20min

Tipping Point In The AI Horse Race?

Tipping Point In The AI Horse Race?

Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious g...

7 Apr 23min

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