Thu. 04/29 – What If This Is A Tech Inflection Point?

Thu. 04/29 – What If This Is A Tech Inflection Point?

Another earnings round up leads me to ask, what if the Covid era really is a historical inflection point for tech? AT&T has decided what to charge for HBO with ads, while Verizon is try to get someone to take AOL and Yahoo of their hands. What if we did streaming gaming, but just for browsing the web? Say hello to Mighty. And odds are, you’ve probably never gotten millimeter wave 5G on you fancy new phone. Sponsors: Red-ID.com/brian calderalab.com use code TECHMEME (all caps one word) at checkout Links: Facebook Revenue Grows 48% as Ad Prices Increase (The Information) Apple warns of supply shortages likely to impact iPad and Mac in Q3 (9to5 Mac) WarnerMedia plans to charge $9.99 per month for ad-supported HBO Max (CNBC) Verizon Explores Sale of Media Assets, Including Parts of Yahoo and AOL (Wall Street Journal) Amazon to spend $1B to boost pay for 500k operations workers by as much as $3 an hour (Geek Wire) Mighty wants to ‘make Chrome faster’ by streaming a browser from the cloud, starting on macOS (9to5 Google) Verizon “leads” all US carriers in mmWave 5G availability at 0.8% (Ars Technica) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2353)

Elon Hype Works For One Business, Not The Other

Elon Hype Works For One Business, Not The Other

The CFTC proposed prediction market rules banning bets on war and assassinations. SpaceX drew $250B+ in IPO demand far beyond its $75B target. Microsoft patched a record ~200 security flaws, Tesla has...

10 Jun 20min

Claude Fable 5

Claude Fable 5

Anthropic released Claude Fable 5, a guardrailed Mythos-class model, to the public and Mythos 5 to trusted partners. OpenAI confidentially filed for an IPO. Hackers injected credential-stealing malwar...

9 Jun 20min

WWD-See... Anything?

WWD-See... Anything?

Apple unveiled Siri AI at WWDC, built on Google's Gemini, launching in beta with no firm date. Google signed a $920M/month SpaceX compute deal, Trump floats government equity stakes in AI labs, and Op...

8 Jun 22min

The Bots Have Won The Web!

The Bots Have Won The Web!

Bots passed human web traffic for the first time, per Cloudflare's CEO. The S&P 500 rejected fast-entry for mega-cap IPOs like SpaceX. Anthropic embedded engineers at the NSA, Meta hid face-recognitio...

5 Jun 20min

Small And Open Source Still Has A Horse In This Race

Small And Open Source Still Has A Horse In This Race

Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp raised $750M at $44B, and Anthropic says 80%+ of its ...

4 Jun 21min

Microsoft Build

Microsoft Build

Microsoft dominated Build with Scout, an always-on Teams agent, the Surface RTX Spark Dev Box, its first reasoning model MAI-Thinking-1 aimed squarely at Anthropic, and Project Solara for agent-first ...

3 Jun 19min

What Will These IPOs Do To The Stock Market?

What Will These IPOs Do To The Stock Market?

Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80...

2 Jun 22min

Interviewing For A Job At Anthropic? DON’T Use AI.

Interviewing For A Job At Anthropic? DON’T Use AI.

Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniM...

1 Jun 21min

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