Thu. 07/28 – Meta Goes Backwards For The First Time Ever

Thu. 07/28 – Meta Goes Backwards For The First Time Ever

Meta has reported its first-ever YoY quarterly revenue decline. The FTC has moved to block a Meta acquisition, the first big regulatory move of the Lina Khan era. Google delays it’s cookie cleanup. Again. You’re not seeing things. There’s been a Gmail redesign. And DeepMind has solved one of the oldest problems in biology. Sponsors: StitchFix.com/ride for $20 off Storyblok.com/ridehome Links: Facebook Parent Meta Platforms Reports First Ever Revenue Drop (WSJ) F.T.C. Sues to Block Meta’s Virtual Reality Deal as It Confronts Big Tech (NYTimes) Jack Ma Plans to Cede Control of Ant Group (WSJ) Google delays when Chrome will phase out third-party cookies to 2024 (9to5Google) Gmail’s new look is now rolling out to everyone (The Verge) DeepMind's protein-folding AI cracks biology's biggest problem (NewScientist) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2319)

All The Headlines, All The Model Drops...

All The Headlines, All The Model Drops...

DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and G...

24 Apr 23min

Another DeepSeek Moment On The Horizon?

Another DeepSeek Moment On The Horizon?

Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, Anthropic's secondary market valuation hits $1T on ...

23 Apr 22min

Elon Buys Cursor?

Elon Buys Cursor?

SpaceX struck a deal giving it the option to acquire Cursor for $60B or pay $10B, as xAI scrambles to catch up in AI coding. Google unveiled new TPUs and an agent platform, OpenAI shipped ChatGPT Imag...

22 Apr 20min

Tim Cook Rides Into The Sunset

Tim Cook Rides Into The Sunset

Apple named John Ternus as its next CEO, with Tim Cook stepping up to executive chairman on September 1. Amazon agrees to invest up to $25B more in Anthropic, Bezos' Project Prometheus nears a $10B ra...

21 Apr 21min

Robots Winning The (Literal) Race

Robots Winning The (Literal) Race

Vercel confirmed a breach traced to an AI platform's compromised OAuth app. The NSA is using Anthropic's Mythos despite the Pentagon blacklist. Mac Minis face 12-week wait times from AI agent demand, ...

20 Apr 21min

Reed Hastings Rides Into The Sunset

Reed Hastings Rides Into The Sunset

Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and De...

17 Apr 22min

Claude Opus 4.7

Claude Opus 4.7

Anthropic drops Claude Opus 4.7 for coding and rolls out government ID verification for some users. TSMC beats earnings, raises forecasts on strong AI demand. X launches Cashtags, and Google's SpaceX ...

16 Apr 20min

Our Shoe Company Is Now An AI Company

Our Shoe Company Is Now An AI Company

Snap is cutting 16% of its workforce—about 1,000 people—as Spiegel blames AI for making everyone more efficient (read: expendable). Allbirds, the shoe company that sold for $39M, is pivoting its shell...

15 Apr 20min

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