Mon. 11/30 – DoorDash’s IPO Seems To Be Cresting The Wave

Mon. 11/30 – DoorDash’s IPO Seems To Be Cresting The Wave

DoorDash lines up for its IPO and seems to be cresting the wave perfectly. Airbnb is right behind it, swelling a bit as well. Salesforce looks like it will be buying Slack as soon as tomorrow. The UK finally, officially bans Huawei. The monster computer display I want very badly. And remembrances Tony Hsieh, gone, tragically, way too soon. Sponsors: MasterWorks.io promocode: ride MintMobile.com/ride Links: DoorDash seeks valuation of up to $32 billion in IPO, double what it was in June (CNBC) Airbnb, DoorDash Aim for Higher-Than-Expected Valuations Ahead of Debuts (WSJ) Salesforce deal to buy Slack expected to be announced Tuesday after market close (CNBC) U.K. Bans Installation of Huawei 5G Gear From September (Bloomberg) Bitcoin Hits New Record, This Time With Less Talk of a Bubble (NYTimes) SAMSUNG’S ODYSSEY G9 DOES THE WORK OF THREE MONITORS (The Verge) Apple Suppliers’ Exodus From China Won’t Slow Down Under Biden (Bloomberg) Tony Hsieh, RIP (Om.co) Tony. (Paul Bradley Carr) Zappos CEO Tony Hsieh’s Legacy, From Tech Leaders Who Knew Him Well (Forbes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2326)

Will AI Models Have To Be Reviews By The Government?

Will AI Models Have To Be Reviews By The Government?

The Trump administration discussed an EO to form an AI oversight working group, a stark reversal from its hands-off approach. Apple explored using Intel and Samsung to make chips in the US, Coinbase c...

5 Mai 20min

Welcome Back To The Arena, GameStop

Welcome Back To The Arena, GameStop

GameStop made an unsolicited ~$56B bid for eBay as Ryan Cohen eyes a commerce empire. Anthropic finalizes a $1.5B JV with Blackstone and Goldman Sachs, Amazon opens its logistics network to outside co...

4 Mai 21min

My LLM Cutoff Is 1930

My LLM Cutoff Is 1930

Apple beat Q2 estimates and forecast strong Q3 growth as the MacBook Neo and Mac Mini sell out. The Senate unanimously banned prediction market trading for senators, Intel closed its best month ever a...

1 Mai 21min

Earnings Overload

Earnings Overload

Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO called Roze, Anthropic weighs a $900B+ round, and Musk ...

30 Apr 21min

Elon V. Sam Day 2

Elon V. Sam Day 2

The EU escalated its DSA probe against Meta over child safety failures on Instagram and Facebook. OpenAI has effectively abandoned its Stargate JV, China suspended new robotaxi licenses after a Baidu ...

29 Apr 21min

Musk V. Altman

Musk V. Altman

The Musk v. Altman trial seated a jury in California, with opening arguments set for today. Microsoft and OpenAI amended their partnership, removing the AGI clause. OpenAI missed internal user and rev...

28 Apr 15min

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

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