(Bonus) Is Silicon Valley "Over?" With Bloomberg's @noahpinion

(Bonus) Is Silicon Valley "Over?" With Bloomberg's @noahpinion

If you want the single best person in economics twitter to follow, it’s Noah Smith, Bloomberg’s Economics Opinion Columnist. If you want to him, its @noahpinion, by the way. If you want a great substack to sign up to, try noahpinion.substack.com… the free article this week is called Triumph of the HODler’s… I hope I remember to link to it in the show notes. It’s the best summation I’ve read of what’s going on with Bitcoin at the moment. But also, as you’ll hear, he has a great new podcast with another economist I respect, Brad Delong. Noah is just a smart, smart guy. If you want a smart economics angle to anything happening in the world right now, he’s just the best. Noah and I have been friendly on Twitter over the years, occasionally exchanging DMs about obscure details about the Holy Roman Empire, but this is the first time I “met” him if you will. It’s been a while since I was sort of starstruck to interview someone, but here you go. The great Noah Smith… Sponsors: AirMedCareNetwork.com/tech offer code TECH Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2294)

TikTok Sold (Again) (?)

TikTok Sold (Again) (?)

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China’s EUV Machine?

China’s EUV Machine?

Has China cracked a major puzzle for chip parity? Trump Media merges with a… Fusion Energy startup? Coinbase continues its efforts to let you trade everything. OpenAI is turning on the fundraising aft...

18 Des 202520min

Now It’s Amazon’s Turn To Invest In OpenAI

Now It’s Amazon’s Turn To Invest In OpenAI

ChatGPT ups its image generation game. Now it’s Amazon’s turn to invest in OpenAI. WBD says it still wants to go with the Netflix offer. Waymo’s raising money again. And the new AI sort of newsletter ...

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The Pivot To AI Datacenters

The Pivot To AI Datacenters

Tech continues to be a major geopolitical stumbling block, this time with the UK. Are we currently in the midst of the second mini-tech recession of the year? If Ford can pivot from EV’s to servicing ...

16 Des 202520min

The Roomba Hits The Wall

The Roomba Hits The Wall

Your Roomba is circling the drain with iRobot filing for bankruptcy. Remember credit default swaps? Turns out they’re not just for hedging housing anymore. Nano Banana looks so realistic because it’s ...

15 Des 202521min

GPT-5.2 As OpenAI’s Attempt To Change The Narrative

GPT-5.2 As OpenAI’s Attempt To Change The Narrative

Ok, fine, says Sam, here’s a new GPT model so you’ll hopefully stop saying we’re behind. Broadcom as another AI bellwether. Now that Disney is in bed with OpenAI, they’re ceasing and desisting Google....

12 Des 202522min

Disney Invests In OpenAI

Disney Invests In OpenAI

Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinking about OpenAI’s prospects. More on the whole Data...

11 Des 202522min

Algorithmic Pricing?

Algorithmic Pricing?

Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has DeepSeek been smuggling chips? And what if your star...

10 Des 202520min

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