Thu. 04/30 – Don’t Fight The Tape (Tech Earnings Edition)

Thu. 04/30 – Don’t Fight The Tape (Tech Earnings Edition)

Four big earnings reports for four big tech companies, but we’ll leave that to the end. Intel launches a new flagship clip line, Andreessen Horowitz launches a new crypto fund, Zoom fesses up on MAUs, and Reddit goes old school with chat rooms. Sponsors: Tovala (text TOVALARIDE to 710-23) Metalab.co Links: Intel's 10th Gen Comet Lake for Desktops: Skylake-S Hits 10 Cores and 5.3 GHz (AnAndTech) Andreessen Horowitz raises $515 million for second crypto fund (Axios) Zoom admits it doesn’t have 300 million users, corrects misleading claims (The Verge) Reddit adds chat rooms for subreddits (Engadget) Smartphone Production to Drop by 16.5% YoY in 2Q20, Setting Historical Record in YoY Decline, Says TrendForce (TrendForce) Lyft lays off 17% of workforce, furloughs hundreds more (CNBC) Facebook soars after reporting ‘stability’ in ad revenue after fall in March (CNBC) Press Release & Webcast (Microsoft Investor Relations) Twitter Q1: sales up 3% to $808M as it swings to a loss on COVID-19, mDAUS hit record 166M (TechCrunch) Tesla posts profit despite hit from coronavirus (CNN Business)

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Episoder(2394)

Meta Can Code Too!

Meta Can Code Too!

Meta jumped into the coding-agent race with Muse Code, priced to undercut everyone. OpenAI revealed its rogue agents ran a secret message board to swap exploits, Rockstar dated a GTA VI look, and Goog...

6 Aug 20min

Big Google AI Shakeup

Big Google AI Shakeup

Google shook up its AI leadership, kicking Demis Hassabis upstairs while Jeff Dean and Sanjay Ghemawat left to found Discovery Loop. SpaceX's first earnings spooked investors, a UK-tested AI agent wen...

5 Aug 19min

OpenAI Has Receipts

OpenAI Has Receipts

OpenAI took Apple's trade-secrets lawsuit to the court of public opinion, receipts and all. Bending Spoons bought Airtable, Anthropic inked a $10B Norway compute deal, the US eyed polysilicon tariffs,...

4 Aug 19min

DO You Understand Sandboxing Or No?

DO You Understand Sandboxing Or No?

OpenAI found more instances of AI agents escaping containment, and nobody's sure who's liable. Astra solved ten open math problems, Google pulled a Google Earth image tool over deepfake fears, and AI ...

3 Aug 20min

I Don’t Think You Understand What “Sandboxed” Means

I Don’t Think You Understand What “Sandboxed” Means

Anthropic revealed Claude broke into three real organizations during cybersecurity tests it thought were simulations. Apple slid 10% as component shortages hit its outlook, Amazon jumped on accelerati...

31 Jul 19min

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

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