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(2291)

Elon Says: IPO NOW!

Elon Says: IPO NOW!

Anthropic continues to project strength in the AI race. How OpenAI is rolling out ads on ChatGPT. Netflix wants to become TikTok faster than TikTok can become them. YouTube wants to have it both ways ...

21 Jan 20min

The “Assistant Axis”

The “Assistant Axis”

Netflix ups its bid with all cash. Sony is spinning off its legendary TV business with TCL. One of the biggest seed rounds I’ve ever heard of. Reels continues to win for Zuck. And let me introduce you...

20 Jan 20min

Ads Come To ChatGPT

Ads Come To ChatGPT

Ads are finally coming to ChatGPT. Why everyone online can’t stop talking about going on Claude benders. Elon’s case against OpenAI moves forward again. The Thinking Machines saga roils on again. And ...

19 Jan 21min

I’m Calling It: The Metaverse Is Over

I’m Calling It: The Metaverse Is Over

More fallout from the Thinking Machines stuff. I’m officially calling it: I think the Metaverse is over, at least at Meta. Cloudflare continues to make an effort to protect the web and creators from A...

16 Jan 20min

Ain’t No Drama Like AI Industry Drama

Ain’t No Drama Like AI Industry Drama

Apparently their ain’t no drama like AI industry drama, proven once again by some high-profile defections from Thinking Machine Labs. Grok says it’s cleaned up its act. TSMC is winning thanks to AI. M...

15 Jan 21min

NOT Alright, Alright, Alright

NOT Alright, Alright, Alright

Nvidia can officially sell its chips in China, but not if China doesn’t let anyone buy them. Tesla will stop selling FSD beginning next month. Matthew McConaughey says NOT alright alright alright to u...

14 Jan 20min

Microsoft Pledges To Pay Its Own Way

Microsoft Pledges To Pay Its Own Way

Microsoft tries to calm data center buildout backlash. Layoffs come to the Metaverse. Apple has a new creator subscription package. More implications from that Apple/Google AI deal from yesterday. And...

13 Jan 20min

Siri Goes With Gemini

Siri Goes With Gemini

Apple announces that its going with Google’s Gemini to power Siri later this year, and Google joins the $4T club on the news. Governments around the world are still mad at Grok. AI has essentially kil...

12 Jan 20min

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