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 r...
6 Jun 202517min
Thu. 06/05 – Some In Hollywood (Quietly) LOVE AI
Reddit goes after Anthropic. Meta seems to be reading a much cheaper Vision Pro killer, while still moving forward with their ambitious smartglasses product. What if your Amazon delivery person was no...
5 Jun 202518min
Wed. 06/04 – State Of The AI Coding Landgrab
Windsurf accuses Anthropic of blocking it from AI models in a sign that competition in the AI coding space is fierce. But will the real battle happen when the likes of Microsoft and Google really go a...
4 Jun 202516min
Tue. 06/03 – Framing The AI Debate
Elon Musk is suddenly fundraising everywhere. An attempt to solve the nomenclature problem around hacking groups. Is the solution to more energy for data centers already hidden inside the grid? And th...
3 Jun 202516min
Mon. 06/02 – How DoorDash Has Quietly Been Killing It
We know WWDC might be underwhelming this year, but to what degree? Is Samsung about to pick Perplexity as its horse in the AI race? AI based acquisition and wrapups continue to be the new hotness in V...
2 Jun 202516min
Fri. 05/30 – Big Meta/Anduril Deal Is A Big Deal
Why Meta’s big deal with Anduril is a big deal for the entire tech industry. Microsoft is kinda not joining, but also kind of all in on the handheld gaming race. Count Hugging Face as someone else ser...
30 Mai 202517min
Thu. 05/29 – Somebody Knows Victoria’s Secrets
Nvidia had solid earnings, though they’re quite concerned about being boxed out of China. The apparent hack of Victoria’s Secret gave me a dad-joke-title for today’s episode. Why DeepSeek’s recent R1 ...
29 Mai 202518min
Wed. 05/28 – Apple Playing Games Again
Apple is making noises in the gaming space once again, but I feel like we’ve heard this all before. Getty is still deadly serious about suing AI companies. Self driving trucks seem to be juuuust about...
28 Mai 202518min
