Fri. 12/11 - Disney+ Is About to Get a Bit More Expensive

Fri. 12/11 - Disney+ Is About to Get a Bit More Expensive

Disney+ is about to get a bit more expensive, but you’re also gonna get a lot more stuff to watch. Are we in a tech IPO bubble? X64 emulation comes to Windows. Apple whispers that it will likely be dropping Qualcomm like it dropped Intel. And of course, the weekend longreads suggestions. Sponsors: Amazon.com/ridehome Tinycapital.com Links: Disney Plus is increasing its price to $8 a month starting in March 2021 (The Verge) ‘Star Wars,’ ‘Pinocchio’ and More as Disney Leans Sharply Into Streaming (NYTimes) Airbnb skyrockets 112% in public market debut, giving it a market cap of $86.5 billion (CNBC) x64 emulation has come to Windows on ARM (The Verge) Apple Starts Work on Its Own Cellular Modem, Chip Chief Says (Bloomberg) Weekend Longreads Suggestions: Social Strikes Back (A16Z) “A damn stupid thing to do”—the origins of C (Ars Technica) 7 Rejections (Brian Chesky) Facebook Sees WhatsApp As Its Future, Antitrust Suit or Not (Bloomberg Businessweek) Who’s Behind the Fight Between Warner Bros. and Hollywood? It’s AT&T (NYTimes) Inside the Human Science of Spotify’s New Music Friday Playlist (Variety) How eBird Changed Birding Forever (Outside) 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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