Tue. 05/06 – OpenAI Backtracks

Tue. 05/06 – OpenAI Backtracks

OpenAI backtracks in a major way, saying its nonprofit entity will remain in control of business operations. Huge consolidation happening all at once in the food delivery space. New Surface hardware from Microsoft. Huge investment in European defense tech startups. And Shein and Temu turn to Europe to stay afloat. Sponsors: LinkedIn.com/ride Links: OpenAI reverses course, says its nonprofit will remain in control of its business operations (TechCrunch) OpenAI Reaches Agreement to Buy Startup Windsurf for $3 Billion (Bloomberg) DoorDash strikes £2.9bn deal for Deliveroo (FT) Microsoft shrinks its Surface Laptop down to 13 inches, priced at $899 (The Verge) Microsoft’s smaller Surface Pro has a 12-inch display and starts at $799 (The Verge) Capital flies into Europe’s defence drone start-ups (FT) Exclusive: Shein, Temu ramp up advertising in UK and France as US tariffs hit (Reuters) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2320)

Disney Invests In OpenAI

Disney Invests In OpenAI

Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinking about OpenAI’s prospects. More on the whole Data...

11 Des 202522min

Algorithmic Pricing?

Algorithmic Pricing?

Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has DeepSeek been smuggling chips? And what if your star...

10 Des 202520min

Nvidia Back In China… Maybe

Nvidia Back In China… Maybe

Trump says Nvidia and others can ship chips to China, but the question is, will China take delivery. OpenAI is ending the code red in about a month, after getting a new model out the door. Meta wants ...

9 Des 202520min

Netflix Faces Hostility

Netflix Faces Hostility

Looks like that big Netflix bid for Warner Brothers isn’t gonna go smoothly as Paramount launching a hostile counter-bid. We’ve got a full-on executive suite crisis at Apple. SpaceX could IPO next yea...

8 Des 202522min

The Albanian Army Wins!

The Albanian Army Wins!

Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBD’s studios). The NYT is suing Perplexity. Man, everybody is heading for the exits at Apple at the same time. And get ready f...

5 Des 202522min

Meta To Abandon The Metaverse?

Meta To Abandon The Metaverse?

On the one hand, Meta poached Apple’s design head in a major coup to make hardware and software for AI, but there are signs Zuck is souring on the Metaverse could even abandon it entirely. Is Amazon a...

4 Des 202521min

Not Great, Bob!

Not Great, Bob!

We might soon have the first big IPO of the AI era, and it doesn’t look like it will be OpenAI. Amazon takes another few swings at Nvidia’s dominance. Proof positive that self driving cars really are ...

3 Des 202521min

Sam Altman Declares A “Code Red”

Sam Altman Declares A “Code Red”

Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Google’s ascendency in ...

2 Des 202521min

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