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(2294)

Elon’s $1T Deal

Elon’s $1T Deal

Elon’s $1T payday… nice deal if you can get it. The lawsuits against OpenAI are exploding. The new Grand Theft Auto gets delayed (again). Now the Texas Attorney General is going after Roblox. And, of ...

7 Nov 202520min

Gemini To Power The New Siri?

Gemini To Power The New Siri?

Apple is probably going to let Gemini power the new Siri, at least for a while. Does OpenAI want the government to backstop its AI buildout? And two new AI products. How about an AI smart-ring to reme...

6 Nov 202520min

Google and Epic Settle

Google and Epic Settle

Google and Epic Games settle their beef. Ripple wants to claim the stablecoin crown. Hyperscalers are about to claim the power generation equivalent to 40 million homes. And the wonkiest analysis I’ve...

5 Nov 202521min

Nobody Cares About AI Ads?

Nobody Cares About AI Ads?

Apple brings the App Store to the web. When the cyber white hats turn black hat. Jensen didn’t get what he really wants from Trump. Coca-Cola says nobody cares if the commercials are AI. Is Common Cra...

4 Nov 202523min

Another Day, Another OpenAI Deal

Another Day, Another OpenAI Deal

Well, another day, another OpenAI deal, but this is their big move to get in bed with AWS. More monitoring of the moment prediction markets are having. Is Big Tech’s dominance of the stock market gett...

3 Nov 202522min

(BNS) Cohesity CEO Sanjay Poonen

(BNS) Cohesity CEO Sanjay Poonen

Sanjay Poonen, CEO of Cohesity, discusses the strategic acquisition of Veritas' data protection business, emphasizing the benefits for customers and the company's growth trajectory. He highlights the ...

1 Nov 202524min

Amazon Didn’t Scare Investors

Amazon Didn’t Scare Investors

Amazon didn’t scare investors this Halloween. They’re quite pleased, actually. They’re not public but we now know how much money OpenAI lost this quarter. Nvidia’s generous investment strategy. And, o...

31 Okt 202523min

Wall Street: Spend! (But Not Too Much…)

Wall Street: Spend! (But Not Too Much…)

Three big tech earnings reports give a mixed message. Wall Street wants you to spend on the AI buildout, but not too much, and maybe not you, Meta. Sora already has some new features. More details on ...

30 Okt 202521min

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