Tue. 06/23 – Zoom is No Longer The King of the Work-From-Home Era

Tue. 06/23 – Zoom is No Longer The King of the Work-From-Home Era

Wirecard’s former CEO has been arrested. Microsoft pulls out of the other streaming wars by shutting down Mixer. Some analysis and additional details about yesterday’s WWDC news. There’s a new king of the supercomputers. And there’s also a new king of tech companies winning in the post Covid-19 era. Sponsors: TinyCapital.com ExpressVPN.com/techmeme Links: Wirecard’s Former CEO Markus Braun Is Arrested (WSJ) Microsoft is shutting down Mixer and partnering with Facebook Gaming (The Verge) Japanese Supercomputer Is Crowned World’s Speediest (The Verge) Zoom is no longer the best-performing work-from-home stock (CNBC) China launches its final satellite to complete its rival to the US-owned GPS system (CNBC) Apple update to allow iPhone users to choose default apps (The Guardian) Thoughts on WWDC 2020 Day One (Six Colors) The iPadification of the Mac is coming, no touchscreen required (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2320)

Meta Needs To Rethink Manus

Meta Needs To Rethink Manus

China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualc...

27 Apr 21min

All The Headlines, All The Model Drops...

All The Headlines, All The Model Drops...

DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and G...

24 Apr 23min

Another DeepSeek Moment On The Horizon?

Another DeepSeek Moment On The Horizon?

Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, Anthropic's secondary market valuation hits $1T on ...

23 Apr 22min

Elon Buys Cursor?

Elon Buys Cursor?

SpaceX struck a deal giving it the option to acquire Cursor for $60B or pay $10B, as xAI scrambles to catch up in AI coding. Google unveiled new TPUs and an agent platform, OpenAI shipped ChatGPT Imag...

22 Apr 20min

Tim Cook Rides Into The Sunset

Tim Cook Rides Into The Sunset

Apple named John Ternus as its next CEO, with Tim Cook stepping up to executive chairman on September 1. Amazon agrees to invest up to $25B more in Anthropic, Bezos' Project Prometheus nears a $10B ra...

21 Apr 21min

Robots Winning The (Literal) Race

Robots Winning The (Literal) Race

Vercel confirmed a breach traced to an AI platform's compromised OAuth app. The NSA is using Anthropic's Mythos despite the Pentagon blacklist. Mac Minis face 12-week wait times from AI agent demand, ...

20 Apr 21min

Reed Hastings Rides Into The Sunset

Reed Hastings Rides Into The Sunset

Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and De...

17 Apr 22min

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

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