Thu. 07/17 – AI Pricing
TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Micr...
17 Jul 202520min
Wed. 07/16 – Jensen Gets Bullish
Jensen is feeling his oats after the reprieve on China, spilling lots of tea about where he see the AI industry. OpenAI is going after the office and also the storefront, with interesting new integrat...
16 Jul 202517min
Tue. 07/15 – Nvidia Back In Business In China?
Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. ...
15 Jul 202517min
Mon. 07/14 – Google Snatches Windsurf From OpenAI
Google snatched the Windsurf acquisition out from under OpenAI in a big new acquihire. SpaceX is investing in xAI. ChromeOS and Android to merge, but for real this time? Was there a new sort of DeepSe...
14 Jul 202518min
Mega Omnibus Episode
Mega Omnibus Episode Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Jul 20252h 8min
Fri. 07/11 – Grok: Let Me See What Elon Thinks
So, it sure looks like Grok tries to align some of its answers with the views of its maker, Elon Musk, but the question is why… Does AI have to align with political views more generally? New, tangible...
11 Jul 202519min
Thu. 07/10 – Grok 4
Grok 4 is out, plus Grok 4 Voice, Grok 4 Code, a bunch more. Ok we know Zuck wants to catch up on AI, but an insider explains why they think Meta fell behind in the first place. Are AI web browsers th...
10 Jul 202517min
Wed. 07/09 – Samsung Unpacked
All the of the headlines from the Galaxy Unpacked event that was mostly about really thin foldable phones. Big changing of the guard at Apple. What happens when you make a bet on a betting market, thi...
9 Jul 202517min
