Wed. 02/03 – Bezos Drops Mic

Wed. 02/03 – Bezos Drops Mic

Jeff Bezos is stepping down as Amazon CEO, to be replaced by Andy Jassy. Google is losing a ton of money on its Cloud, but YouTube is finally hitting its stride. Apple might formally do an Apple Car-related tie-up with Kia in a matter of weeks. And why I finally got off the fence and decided to investigate the AR/VR space. Sponsors: Oracle.com/goto/ride Metalab.com Links: Email from Jeff Bezos to employees (Amazon) Amazon’s next CEO, Andy Jassy, transformed e-commerce company into a cloud computing giant (CNBC) Amazon.com Announces Financial Results and CEO Transition (Amazon Investor Relations) Alphabet Announces Fourth Quarter and Fiscal Year 2020 Results (Alphabet Investor Relations) Kia Motors Shares Jump After Report Apple to Invest $3.6 Billion (Bloomberg) Facebook starts rolling out Messenger on Oculus headsets (Engadget) 60+ Oculus Quest Apps Made More Than $1 Million (UploadVR) Google Meet’s new ‘green room’ lets you do an audio / video pre-check (The Verge) Zoom adds virtual receptionists for when people start going back to the office (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2321)

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

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

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