Wed. 07/28 – Earnings Bonanza

Wed. 07/28 – Earnings Bonanza

Apple reports earnings but warns of component shortages. Microsoft set profit records but noted shortage materially affected some divisions. Alphabet had good earnings too, but the real story there is YouTube. About the staff walkout at Activision Blizzard. Is Apple asking leakers to snitch on their sources? And an interesting raise to do next generation search on iOS. Sponsors: UpStart.com/techmeme Oracle.com/goto/ride Links: Apple’s iPhone hot streak is going to run into the global chip shortage (CNBC) Xbox hardware sales spike 172% as Microsoft reports $3.7B in quarterly gaming revenue (GeekWire) YouTube Q2 Ad Revenue Hits Record $7 Billion as Alphabet Trounces Estimates (Variety) Taiwan Greenlights TSMC's 2nm Fab: Coming Online in 2024 ~ 2025 (Tom's Hardware) Activision CEO Apologizes After Employees Threaten to Walk Out (Bloomberg) Apple Tells Leaker to Snitch on Sources or It Will Report Them to the Police (Motherboard) Brain Technologies raises $50M+ for the launch of Natural, a natural language search engine and 'super app' (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(2357)

SpaceX Pounces On Cursor

SpaceX Pounces On Cursor

SpaceX is acquiring Cursor for $60B days after its blockbuster IPO, as its stock soared 20% on day one. Anthropic's standoff with the Trump administration churned on without resolution, OpenAI's 2025 ...

16 Jun 21min

Fable Thrown Under The Bus

Fable Thrown Under The Bus

Anthropic sent staff to DC to resolve the Mythos 5 export crisis after Amazon's Jassy reportedly helped trigger the federal block. Fox is buying Roku for ~$22B, the UK bans social media for under-16s,...

15 Jun 20min

The SpaceX IPO

The SpaceX IPO

SpaceX priced the biggest IPO ever at $135/share, raising $75B and debuting at $1.77T. ShinyHunters exploited an unpatched Oracle PeopleSoft flaw hitting 100+ organizations, Mistral seeks €3B at €20B,...

12 Jun 20min

A Claude Clawback

A Claude Clawback

Anthropic backtracked on secretly degrading Fable 5 for AI researchers after fierce backlash. OpenAI considers drastic token price cuts anticipating war with Anthropic. Dario Amodei calls for FAA-styl...

11 Jun 20min

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

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
aftenpodden-usa
fotballpodden-2
forklart
popradet
stopp-verden
det-store-bildet
rss-espen-lee-usensurert
nokon-ma-ga
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-gukild-johaug
hanna-de-heldige
rss-ness
e24-podden
aftenbla-bla
frokostshowet-pa-p5
rss-utenrikskomiteen-med-bogen-og-grasvik
chit-chat-med-helle