Thu. 04/01 – Microsoft’s Pentagon Deal Validates The AR Industry

Thu. 04/01 – Microsoft’s Pentagon Deal Validates The AR Industry

Microsoft’s big HoloLens deal with the Pentagon is maybe the big bang for the augmented reality industry. Amazon says their folks can come back to work soon, and in fact, they’d prefer if you did. Bearish signs for the work remotely movement? Why these are boom times for chip makers. And why Siri’s new voices think of gender as a spectrum. Sponsors: Today In Digital Marketing Podcast AirMedCareNetwork.com/tech offer code TECH Links: Microsoft wins U.S. Army contract for augmented reality headsets, worth up to $21.9 billion over 10 years (CNBC) Amazon says it expects some employees to return to the office this summer, most will return in fall (CNBC) TSMC to Spend $100 Billion Over Three Years to Grow Capacity (Bloomberg) Apple adds two brand new Siri voices and will no longer default to a female or male voice in iOS (TechCrunch) Comcast Weighs Pulling Universal’s Movies From HBO Max, Netflix (Bloomberg) Thrasio raises $100M for its Amazon roll-up play, appoints retail CFO for its next steps (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2319)

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

Claude Opus 4.7

Claude Opus 4.7

Anthropic drops Claude Opus 4.7 for coding and rolls out government ID verification for some users. TSMC beats earnings, raises forecasts on strong AI demand. X launches Cashtags, and Google's SpaceX ...

16 Apr 20min

Our Shoe Company Is Now An AI Company

Our Shoe Company Is Now An AI Company

Snap is cutting 16% of its workforce—about 1,000 people—as Spiegel blames AI for making everyone more efficient (read: expendable). Allbirds, the shoe company that sold for $39M, is pivoting its shell...

15 Apr 20min

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