(Bonus) Tech Giant Psychoanalysis With Alex Kantrowitz

(Bonus) Tech Giant Psychoanalysis With Alex Kantrowitz

I couldn’t tell you the amount of times, over the last two years, I’ve quoted pieces from Alex Kantrowitz on this show. Hundreds of times? Easy? Alex is the senior tech reporter at Buzzfeed News, and, while I don’t have favorite people to quote from on this show (I shouldn’t anyway) the sheer number of times I quote from someone should tell you something about the amount of news they break. The insights they have. Alex has an amazing new book out called Always Day One- How the Tech Titans Plan to Stay On Top Forever. And as I said yesterday, it’s an amazing breakdown of not only the cultural DNA of each of the tech giants, but also a useful playbook to their success… a way to understand how they do what they do and why they win more often than not. Amazing book. Anyone who listens to this show every day will find it useful in informing the competitive analysis we always engage in. Sponsor: Tovala.com/ride Buy the book here! Always Day One - How the Tech Titans Plan to Stay On Top Forever 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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