Fri. 07/30 – For Amazon, Are Ads > AWS?

Fri. 07/30 – For Amazon, Are Ads > AWS?

Are ads a bigger cash cow for Amazon than even AWS? Follow up on Robinhood’s trading debut. How the SEC is dealing with the Chinese tech stock problem. Gopuff indicates that grocery delivery is still white hot to investors. And, of course, the Weekend Longreads Suggestions. Sponsors: Voices.com Metalab.co Links: Amazon Gets Record $888 Million EU Fine Over Data Violations (Bloomberg) Robinhood falls in its public market debut, closes more than 8% lower at $34.82 per share (CNBC) U.S. SEC says Chinese IPO hopefuls must provide additional risk disclosures (Reuters) Gopuff confirms new $1B cash injection at a $15B valuation to expand its instant grocery delivery service (TechCrunch) Weekend Longreads Suggestions: Groceries in 10 Minutes: Delivery Start-Ups Crowd City Streets Across Globe (NYTimes) THE SUMMER INTEL FELL BEHIND (The Verge) Why the US can’t just beam internet into authoritarian states like Cuba (Quartz) Social-Media Manager, the Most Millennial Job, Comes of Age (WSJ) Hollywood Calls the Russo Brothers When It’s Time to Build a New Universe (Bloomberg Businessweek) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2291)

Is Jensen Worried About OpenAI?

Is Jensen Worried About OpenAI?

Is Nvidia going through with their massive OpenAI investment or not? Does Apple have what it takes to win in the AI era or not? Is Elon the only one who can make datacenters in space happen or not? An...

2 Feb 21min

Elon Might Just Merge All His Companies Into One

Elon Might Just Merge All His Companies Into One

Apple does a big acquisition. OpenAI is racing to IPO. Elon might just merge all his companies into one. Google’s Project Genie is the latest thing that will make you say, gee, AI can do that?! And, o...

30 Jan 21min

Clawdbot Is Now Moltbot

Clawdbot Is Now Moltbot

Meta earnings good. The street like the AI spending. Microsoft earnings bad. Why is growth in their cloud business not as robust all of the sudden? Elon is following through on taking Tesla all in on ...

29 Jan 22min

The Amazon Layoffs

The Amazon Layoffs

The Amazon layoffs showed up on schedule. Is Tether behind the rise in the price of gold? A new type of privacy screen tech from Samsung. Elon wants to IPO on his birthday. Anthropic raises more ahead...

28 Jan 20min

Is TikTok’s Algo Changing?

Is TikTok’s Algo Changing?

I think we have to gird ourselves for a slew of Chinese AI releases in the coming weeks. Are AI inspired layoffs poised to sweep the tech industry? Meta goes with subscriptions. Uber wants to train AI...

27 Jan 20min

Now We Have The Clawdbot

Now We Have The Clawdbot

Did you even notice that new TikTok privacy policy over the weekend? AirTags finally have a second generation. Microsoft confirms it will give out your BitLocker recovery keys if you’re silly enough t...

26 Jan 21min

MAYBE TikTok Is A Done Deal (This Time?)

MAYBE TikTok Is A Done Deal (This Time?)

Ok, ok, maybe the whole TikTok thing is a done deal at long last? Amazon is planning another major round of layoffs. Are Epic Games and Google doing an end-run around the judge? Capital One acquires B...

23 Jan 20min

Apple’s Wearable AI Pin

Apple’s Wearable AI Pin

Apple is developing their own AI wearable, the size of an AirTag. Anthropic overhauls Claude’s constitution. South Korea is the latest place to ride the AI rocket ship. And I think I know why your bos...

22 Jan 20min

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