Fri. 06/06 – IPO’s Back On The Menu?

Fri. 06/06 – IPO’s Back On The Menu?

Circle had such a successful IPO, I’m wondering if IPO’s might finally be back on the menu. Turns out Anthropic cut off Windsurf for the most obvious reason. Maybe Manus really is stoking a new gold rush, at least in China. And in the Weekend Longreads Suggestions, the most consequential weather forecast of all time. Sponsors: Tonal.com Links: Stablecoin issuer Circle soars 168% in NYSE debut after pricing IPO above expected range (CNBC) Anthropic co-founder on cutting access to Windsurf: ‘It would be odd for us to sell Claude to OpenAI’ (TechCrunch) Anysphere, Hailed as Fastest Growing Startup Ever, Raises $900 Million (Bloomberg) Manus has kick-started an AI agent boom in China (MIT Technology Review) Weekend Longreads Suggestions: Runway CEO Cris Valenzuela wants Hollywood to embrace AI video (The Verge) The Man Whose Weather Forecast Saved the World (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2301)

Will Iran Target Tech?

Will Iran Target Tech?

Is the Iran war coming for US tech companies specifically? Meta unveils new smartglasses. A leak gives us a look at how Claude Code works. SpaceX is losing contact with satellites for reasons we don’t...

31 Mar 19min

Is AI About To Get More Expensive

Is AI About To Get More Expensive

With everyone suddenly chasing Anthropic, are we getting strong signals AI is about to get more expensive? The dream of pairing AI models against each other and asking them to fight. We really are get...

30 Mar 20min

AI Step-Change Alert!

AI Step-Change Alert!

Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying ...

27 Mar 21min

Social Media’s “Big Tobacco” Moment?

Social Media’s “Big Tobacco” Moment?

The big ruling from that big social media trial is in and it could have big implications for big tech going forward. Wikipedia bans the use of AI for creating Wikipedia entries. GitHub is about to tra...

26 Mar 20min

Sora Sinks

Sora Sinks

OpenAI is abandoning Sora to do the big refocus they’ve been signaling. Meta is starting to rack up the losses in court. Is China going to block the Manus acquisition by Meta from going through? They’...

25 Mar 21min

Your Router Is Likely Banned

Your Router Is Likely Banned

Buying an internet router made outside the US is now verboten. Claude can now basically fully use your computer for you. More layoffs and surprising production cuts in the gaming industry. And the two...

24 Mar 20min

Zuck’s Personal AI Agent

Zuck’s Personal AI Agent

Mark Zuckerberg has spun up his own AI bot to do his job for him. Or help him do his job quicker, I guess. OpenAI hires an ad guru from Meta. Elon loses a case. Maybe some managers actually want you t...

23 Mar 20min

AI Superapps

AI Superapps

OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google Search in that innovator’s dilemma way. And in th...

20 Mar 20min

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