Wed. 01/13 – The Visa/Plaid Merger Is Called Off

Wed. 01/13 – The Visa/Plaid Merger Is Called Off

The Visa/Plaid merger is called off, and I’ll tell you why I think this is a sign of the current situation for tech. More tectonic shifts in the chip industry including Qualcomm acquiring a startup and Intel losing its CEO. More smoke around the fire story of an Apple Car. And Facebook has noticed you downloaded Signal. Sponsors: Netgear.com/bestwifi Metalab.co Links: Visa Abandons Planned Acquisition of Plaid After DOJ Challenge (WSJ) Qualcomm eyes challenge to Apple, Intel with $1.4 billion deal for chip startup (Reuters) Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him (CNBC) AMD CEO Dr. Lisa Su: Interview on 2021 Demand, Supply, Tariffs, Xilinix and EPYC (AnandTech) Every Deleted Parler Post, Many With Users' Location Data, Has Been Archived (Gizmodo) Parler Users Breached Deep Inside U.S. Capitol Building, GPS Data Shows (Gizmodo) Exclusive: Apple held talks with EV startup Canoo in 2020 (The Verge) WhatsApp clarifies it’s not giving all your data to Facebook after surge in Signal and Telegram users (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2285)

Galaxy Unpacked

Galaxy Unpacked

The new Galaxy S26 lineup is here. Remote control for Claude is here. But is Anthropic about to wash its hands when it comes to working with the Pentagon? Could Stripe buy PayPal. Oh, and speaking of ...

25 Feb 22min

The AI Essays Are Moving Markets

The AI Essays Are Moving Markets

That AI essay I shared with you yesterday sure got Wall Street’s attention. Anthropic says Chinese models are training off of Claude. A significant new breakthrough in chip production technology. And ...

24 Feb 20min

Sam Says Some Things

Sam Says Some Things

Sam Altman has a lot of stuff to say about AI and let’s just say comms needs to have a quiet word with him. SaaS may or may not be dead, but is the replacement vertical AI? And a big thought experimen...

23 Feb 23min

When AI Breaks Things

When AI Breaks Things

When your AI bot breaks your operations, even when you’re AWS. More on OpenAI’s hardware plans. Hey, remember Perplexity? What’s up with them? Is Uber roadkill in the self-driving car horserace? And, ...

20 Feb 19min

A Canticle For Leibowitz

A Canticle For Leibowitz

Gemini is getting with the increased cadence of AI releases. Honestly, can we even keep up at this point? A dispatch from the social media trial as Zuck takes the stand. At long last, Amazon dethrones...

19 Feb 21min

New Pixel

New Pixel

New pixel phone. A bunch of new AI models including Gemini’s entry into the music AI space. Everybody is trying to make AI fetch happen in India. And Matthew Ball’s state of the gaming industry report...

18 Feb 21min

AI Gettin' SaaS-y

AI Gettin' SaaS-y

The big regulatory guns are out for Grok. Memory chip shortage now hit the Steam Deck. Manus is already coming to your favorite messaging app. Turns out Buy Now Pay Later really works for vacations. A...

17 Feb 21min

OpenAI Grabs OpenClaw’s Creator

OpenAI Grabs OpenClaw’s Creator

OpenClaw’s creator is joining OpenAI, but the OpenClaw project lives on. The AI-caused memory shortage might delay the next Playstation. Is the Pentagon about to cut ties with Anthropic? And Vitalik B...

16 Feb 20min

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