Wed. 04/20 – Netflix Earnings Bomb; Ads To The Rescue?

Wed. 04/20 – Netflix Earnings Bomb; Ads To The Rescue?

Netflix shares crater after earnings, and the company might be turning to ad-supported streaming to eke out some growth. Coinbase’s NFT marketplace is live. Why crypto stocks are uncoupled from the underlying crypto market. Why the surge in zero days might actually be good news. And the tech bubble that would never burst. So far. Sponsors: Linkedin.com/ride Hapbee.com/techmeme Links: Netflix Q1 net subscribers unexpectedly decline, revenue misses expectations (Yahoo!Finance) Netflix Plans to Launch Cheaper Ad-Supported Plans (The Hollywood Reporter) Just Eat Weighs Grubhub Sale in Tough Food Delivery Market (Bloomberg) Coinbase NFT marketplace goes live in beta for select customers (The Block) Crypto Stocks Perform Worse Than Cryptocurrencies (WSJ) Google: 2021 was a Banner Year for Exploited 0-Day Bugs (ThreatPost) Brave is bypassing Google AMP pages because they’re ‘harmful to users’ (The Verge) The Tech Bubble That Never Burst (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2371)

(BNS) Using AI To Manage Your Back Yard

(BNS) Using AI To Manage Your Back Yard

This is the article we reference in the conversation: My yard is dying, so I made an app for that (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Jul 40min

(BNS) How I Used AI To Transform My Job

(BNS) How I Used AI To Transform My Job

In the fast-paced world of live sports broadcasting, the role of a vision mixer is crucial yet often overlooked. Today, we’re diving into the insights shared by David Steer, an experienced vision mixe...

3 Jul 1h 9min

OpenAI To Give It Away?

OpenAI To Give It Away?

OpenAI floated giving the US government a 5% stake to court the Trump administration. Nvidia promised to backstop cloud providers for a revenue cut, SpaceX showed investors an xAI phone prototype, App...

2 Jul 22min

NOW Fable's Back?

NOW Fable's Back?

Anthropic said Commerce lifted export controls on Fable 5 and Mythos 5, restoring access Wednesday, and launched Sonnet 5. Sony is ending PlayStation game discs in 2028, a 140-company group unveiled O...

1 Jul 20min

Comcast Spins Out

Comcast Spins Out

Comcast moved to spin off NBCUniversal and Sky into a new public company. The Supreme Court limited geofence warrants, Australia sued Amazon over Prime Video ads, Chamath returned to lead his AI codin...

30 Jun 20min

Mythos Back?

Mythos Back?

The US lifted its block on Anthropic's Mythos 5, clearing it for 100+ institutions. Researchers said China's GLM-5.2 matches US models on security bugs. South Korea pledged ~$590B for chips, and the m...

29 Jun 21min

OpenAI To Delay Its IPO?

OpenAI To Delay Its IPO?

OpenAI leaned toward delaying its IPO to 2027 rather than budge from Altman's $1T valuation, rattling tech stocks. The government had OpenAI stagger GPT-5.6's release over security concerns. Microsoft...

26 Jun 21min

Hope You Weren't Putting Off Buying A Mac

Hope You Weren't Putting Off Buying A Mac

Apple hiked Mac and iPad prices 15-25% on the memory crunch; iPhones held steady. Anthropic accused Alibaba of distilling Claude 28.8 million times. IBM detailed a 0.7nm chip, Facebook revived its Cre...

25 Jun 22min

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