Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks
Apple’s earnings are decidedly mixed. Mark Zuckerberg’s complaints about everything he says leaking… leaked, and there are a lot of interesting details in those leaks. Looks like the SoftBank and Open...
31 Jan 202518min
Thu. 01/30 – Everyone Reports Earnings But Wall Street Only Wants Capex Answers.
Meta and Microsoft reported earnings, but all Wall Street cared about was getting Capex updates. Meta settles with… the President. Waymo’s expansion continues apace. Why Masa Son is the perfect white ...
30 Jan 202518min
Wed. 01/29 – OpenAI Says: No Copying!
Essentially, OpenAI suspects that DeekSeek might have copied them. I’ll explain the term, “distillation.” Could you soon be able to connect to Starlink on your iPhone? Is Comcast about to make the Int...
29 Jan 202517min
Tue. 01/28 – Day 2 Of The DeepSeek Era
More fallout from the DeepSeek realignment of everybody’s thinking about AI. Could this be a signal that the large model business model is over and value is going to be in the application layer? Pebbl...
28 Jan 202518min
Mon. 01/27 – Why DeepSeek Has Stunned Silicon Valley (And Wall Street)
It’s one of those days where there’s only one story. Maybe you saw that tech stocks got obliterated today. I’m here to tell you why. It’s solely because of DeepSeek and Chinese AI tech generally. How ...
27 Jan 202516min
Fri. 01/24 – Operator AI
OpenAI releases its agentic bot that can do things on your behalf on your computer. Has the Stargate controversy driven a rift between Musk and Trump? Will the US government create a strategic crypto ...
24 Jan 202516min
Thu. 01/23 – “Humanity’s Last Exam”
Ok, that whole AI datacenter joint venture thing seems to have gotten messy. A ByteDance board member thinks TikTok might have a way out without selling. Netflix rakes in a bunch of Oscar nominations....
23 Jan 202517min
Wed. 01/22 – The Galaxy S25 Lineup
All the headlines from today’s Samsung event, including the S25 lineup. The Silk Road creator gets a pardon. A huge joint venture for a new AI datacenter effort. Will Elon take half of TikTok and the ...
22 Jan 202516min
