Fri. 02/04 – Tech Earnings Whiplash!

Fri. 02/04 – Tech Earnings Whiplash!

That crack you felt in your spine was just the whiplash from the craziest 24 hours in tech earnings I’ve ever seen. Amazon has created a bigger advertising business than the entire newspaper industry. Apple once again shows it can adjust the App Store vig when it has to. And of course, the weekend longreads suggestions. Sponsors: TodayInDigital.com Links: Snap shares rocket as much as 62% on first-ever quarterly net profit (CNBC) Amazon Flexes Its Pricing Muscles (WSJ) Amazon Profit Shows Resilience Even as Labor, Supply Crunch Weigh on Results (WSJ) Apple will charge 27% commission for app purchases made using alternative payment systems in the Netherlands (9to5Mac) Weekend Longreads Suggestions: HOW ONE COMPANY TOOK OVER THE NFT TRADE (The Verge) The Unnerving Rise of Video Games that Spy on You (Wired) North Korea Hacked Him. So He Took Down Its Internet (Wired) Startup Investors Cut Valuations Amid Tech Stock Rout, Dismal IPOs (WSJ) How IBM’s Watson Went From the Future of Health Care to Sold Off for Parts (Slate) Don’t forget Microsoft (Luttig's Learnings) (TWTR SPC) The Tools Episode! Recommended Apps List Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2290)

The Mother Of All Meta Layoffs?

The Mother Of All Meta Layoffs?

Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside the house. What does it mean if the San Francisco rea...

16 Mar 21min

Is Avocado… Toast?

Is Avocado… Toast?

Meta’s big new AI model is delayed because they still can’t get to state of the art. The social media addiction trial is winding down. All the video apps are going to end up looking exactly like one a...

13 Mar 21min

AI Makes Google Maps Sound Much Better

AI Makes Google Maps Sound Much Better

More AI inspired job cuts. I gotta say, adding AI to Google Maps makes it sound like it might work much, much better. A new entrant into the AI health space. An Iran-war-related hacking takes down a c...

12 Mar 21min

The New King Of All Media

The New King Of All Media

Sources say the US government is investigating Binance around Iranian sanction evasion. Meta is helping authorities worldwide crack down on scammers. YouTube literally now is, officially, the biggest ...

11 Mar 20min

Meta Plumps For Bot Social Networks

Meta Plumps For Bot Social Networks

Meta moves for the social network for AI bots. Code Review for Claude Code seems to be like another revolution for the software development industry. Yan LeCun raises the biggest European seed round o...

10 Mar 21min

Claude 365

Claude 365

Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscaler startup has raised a monster round. And could th...

9 Mar 21min

Silicon Valley Circling The Wagons Around Anthropic?

Silicon Valley Circling The Wagons Around Anthropic?

Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considerin...

6 Mar 22min

Dr. ChatGPT Isn’t Quite There Yet

Dr. ChatGPT Isn’t Quite There Yet

Is the long war between Google and Epic Games finally over? OpenAI wants you to know its revenue numbers are also stellar. Maybe ChatGPT isn’t so great at medical advice. Maybe the chip shortage isn’t...

5 Mar 19min

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