Mon. 06/01 – The Facebook Walkout

Mon. 06/01 – The Facebook Walkout

What I believe is the first ever walkout in Facebook history, the biggest acquisition in Zynga history, Samsung Access is an interesting ARR play to get ahead of an Apple Prime subscription, and an Android event this week was cancelled, but a PlayStation one was announced. Sponsors: DoubleUp.agency Kiwico.com/ride Links: Facebook Employees Stage Virtual Walkout to Protest Trump Posts (NYTimes) Facebook, Snapchat join chorus of companies condemning George Floyd death, racism (Reuters) Twilio, Box, Spotify, and Other Tech CEOs Speak Out Against Racism and Police Brutality; Others Stay Silent (The Plug) Facebook staff angry with Zuckerberg for leaving up Trump’s ‘looting ... shooting’ post (CNBC) Zynga to Buy Peak for $1.8 Billion in Its Largest Deal Ever (Bloomberg) Samsung Access launches in the US w/ extended warranties, Microsoft 365, more (9to5Google) Eye-catching advances in some AI fields are not real (Science) Google delays next week’s Android 11 Beta release and virtual launch event (9to5Google) Sony confirms PS5 will have exclusive games playable only on next-gen hardware (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2379)

The Delivery Space Consolidates

The Delivery Space Consolidates

Uber agreed to acquire Delivery Hero for ~$14.8B, expanding into 99 markets. Thinking Machines released its first open-weight model, Inkling, SpaceXAI open-sourced Grok Build after a data-upload backl...

16 Jul 20min

PayPal On The Block?

PayPal On The Block?

New York became the first state to pause new data center permits, worrying the AI industry. Stripe and Advent offered $53B+ for PayPal, OpenAI's first device leaked as a screen-free speaker, and Prism...

15 Jul 22min

Let's Regulate This AI Stuff?

Let's Regulate This AI Stuff?

Demis Hassabis proposed a US-based frontier AI standards body modeled on FINRA. IBM's stock cratered 20% on a Q2 miss from chip-spending shifts, Spotify launched a voice-control feature, Kalshi debute...

14 Jul 19min

Apple Sues OpenAI

Apple Sues OpenAI

Apple sued OpenAI, alleging ex-employees stole trade secrets for its hardware push. Twelve states sued to block the Paramount-WBD merger, Anthropic extended free Fable 5 access as rivals raced on pric...

13 Jul 20min

The New GPT

The New GPT

OpenAI broadly released GPT-5.6 and launched ChatGPT Work, targeting Anthropic. Fidji Simo stepped down from OpenAI citing health, the EU found Meta's "addictive design" violates the DSA, Polymarket s...

10 Jul 21min

The Day Of All The Models

The Day Of All The Models

SpaceXAI debuted Grok 4.5 with Cursor, targeting Opus-level performance at lower cost. Meta launched Muse Spark 1.1 via API, OpenAI rolled out full-duplex GPT-Live voice models, PrismML ran the larges...

9 Jul 21min

China (AI) Rising

China (AI) Rising

Chinese AI models grabbed over 30% of US token use as Beijing weighed curbing access. Anthropic expanded Cowork to mobile and web, Meta launched its first AI image generator on Instagram and WhatsApp,...

8 Jul 21min

Xbox Decimated By Layoffs

Xbox Decimated By Layoffs

Microsoft laid off ~4,800 employees and gutted Xbox by 3,200 jobs while divesting five studios. Samsung's profit rocketed past Nvidia's, Meta faced a $1.4 trillion lawsuit demand, xAI rebranded to Spa...

7 Jul 22min

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