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?
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
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
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 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…)
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
Nvidia $5T
Nvidia announced a whole bunch of things yesterday and that sent their market cap above $5 trillion for the first time. Grammarly rebrands as Superhuman. Character.ai moves to banning kids outright. A...
29 Okt 202521min
OpenAI Has Gone For-Profit
OpenAI has officially done its whole reorg to for-profit thing. Amazon is cutting a metric ton of employees and its blaming AI. Elon launches Grokpedia to take on Wikipedia. And does Anthropic’s succe...
28 Okt 202523min
