Wed. 09/28 – iPhone Recession Warning Signal?

Wed. 09/28 – iPhone Recession Warning Signal?

On second thought, Apple is pulling back on iPhone production which suggests demand is not what they anticipated. Intel’s new 13th-Gen chips and new low-end GPU. Checking on the Elon/Twitter trial and the NFT market. And what to expect from this week’s Tesla AI event. Links: Apple Ditches iPhone Production Increase After Demand Falters (Bloomberg) The latest iPadOS 16 beta brings Stage Manager to older iPad Pro models (Engadget) Intel’s 13th Gen processors arrive October 20th with $589 flagship Core i9-13900K (The Verge) Intel Arc A770 graphics card to launch October 12 for $329 (PCGamer) NFT Trading Volumes Collapse 97% From January Peak (Bloomberg) Twitter says Elon Musk’s own data scientists did not back up bots claims (Financial Times) Turnstile is Cloudflare’s latest attempt to rid the web of CAPTCHAs (The Verge) How To Watch Tesla’s AI Day (Forbes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2289)

GPT-5.2 As OpenAI’s Attempt To Change The Narrative

GPT-5.2 As OpenAI’s Attempt To Change The Narrative

Ok, fine, says Sam, here’s a new GPT model so you’ll hopefully stop saying we’re behind. Broadcom as another AI bellwether. Now that Disney is in bed with OpenAI, they’re ceasing and desisting Google....

12 Des 202522min

Disney Invests In OpenAI

Disney Invests In OpenAI

Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinking about OpenAI’s prospects. More on the whole Data...

11 Des 202522min

Algorithmic Pricing?

Algorithmic Pricing?

Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has DeepSeek been smuggling chips? And what if your star...

10 Des 202520min

Nvidia Back In China… Maybe

Nvidia Back In China… Maybe

Trump says Nvidia and others can ship chips to China, but the question is, will China take delivery. OpenAI is ending the code red in about a month, after getting a new model out the door. Meta wants ...

9 Des 202520min

Netflix Faces Hostility

Netflix Faces Hostility

Looks like that big Netflix bid for Warner Brothers isn’t gonna go smoothly as Paramount launching a hostile counter-bid. We’ve got a full-on executive suite crisis at Apple. SpaceX could IPO next yea...

8 Des 202522min

The Albanian Army Wins!

The Albanian Army Wins!

Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBD’s studios). The NYT is suing Perplexity. Man, everybody is heading for the exits at Apple at the same time. And get ready f...

5 Des 202522min

Meta To Abandon The Metaverse?

Meta To Abandon The Metaverse?

On the one hand, Meta poached Apple’s design head in a major coup to make hardware and software for AI, but there are signs Zuck is souring on the Metaverse could even abandon it entirely. Is Amazon a...

4 Des 202521min

Not Great, Bob!

Not Great, Bob!

We might soon have the first big IPO of the AI era, and it doesn’t look like it will be OpenAI. Amazon takes another few swings at Nvidia’s dominance. Proof positive that self driving cars really are ...

3 Des 202521min

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