The Agentic Era
Nvidia posted $96B in quarterly revenue and guided to 70% growth next year, then agreed to buy Hugging Face for $12.9B. Trump weighed sweeping chip tariffs, cybersecurity stocks ripped on AI threats, ...
27 Aug 20min
Meta Settles
Meta agreed to pay up to $16.68B to settle state claims it hooked kids on Facebook and Instagram, with teen time limits attached. Z.ai unmasked Ox Alpha, Amazon killed Mechanical Turk, and Reuters det...
26 Aug 21min
New Macs
Apple refreshed the Mac Studio with M5 Max and M5 Ultra and gave the Mac mini M6 silicon, at higher prices. OpenAI's Jalapeño chip beat Nvidia on efficiency, Perplexity went fully local, WhatsApp toug...
25 Aug 21min
Hugging Face Next?
Hugging Face explored a sale at $13B+, keeping the AI M&A wave rolling. Trump scolded towns that reject data centers while Abbott said the industry dug its own grave, Fable 5 spending plateaued, and A...
24 Aug 20min
(Portfolio Profile) Onix
In this episode, we explore Onix, a platform that enables experts to train their own AI models to help millions with health, wellness, and personal development. Founders Nicholas Nadeau and David Benn...
23 Aug 1h 8min
Tokens As The New Currency?
Stripe made the OpenRouter deal official at $7.5B. Unitree's Shanghai debut popped 460% past a $50B market cap, YouTube dangled millions to keep creators off Netflix, Slack launched Slack Code, and Bi...
20 Aug 20min
Anthropic Doing 2x OpenAI?
OpenAI paused training and rewrote its Preparedness Framework after Astra flirted with a critical cyber threshold. Leaked numbers showed Anthropic out-earning OpenAI nearly two to one, Anthropic prepp...
19 Aug 19min
Video AirPods
Apple made peace with the EU, unveiling new App Store terms and a 5% Core Technology Commission. OpenAI launched ChatGPT for Teens, camera-equipped AirPods Ultra leaked, Alibaba's Qwen model blew past...
18 Aug 20min
