Mon. 10/24 – Investing In Chinese Tech Means Investing One Man’s Whims?

Mon. 10/24 – Investing In Chinese Tech Means Investing One Man’s Whims?

Did investing in Chinese tech become a fool’s errand over the weekend? A deep dive on how TSMC is caught in the middle of all the things. Is Elon’s Twitter deal presenting systemic risk to corporate finance? Are M2 Mac Pro and Macbook Pro’s still coming soon? And Bono tries to justify putting that U2 album on your iphone. Sponsors: Masterclass.com/ride for 15% off Links: China Stocks Crater in US as Alibaba Leads $130 Billion Wipeout (Bloomberg) TSMC: the Taiwanese chipmaker caught up in the tech cold war (Financial Times) Elon Musk’s Twitter Takeover Debt to Be Held by Banks Amid Turbulent Markets (WSJ) These artists found out their work was used to train AI. Now they’re furious (CNN Business) The iPad Lineup Is Perplexing — Here’s How Apple Could Fix It (Bloomberg) Bono on the birth of U2, that iTunes album and Live Aid: ‘There’s only one thing I can see when I watch it: the mullet’ (The Guardian) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2291)

Westworld For Real

Westworld For Real

All the headlines from Nvidia’s big event yesterday. Can Apple make fetch happen with foldable phones cause nobody else seems to be able to. One hour deliveries is the new, screw it, we’re doing five ...

17 Mar 21min

The Mother Of All Meta Layoffs?

The Mother Of All Meta Layoffs?

Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside the house. What does it mean if the San Francisco rea...

16 Mar 21min

Is Avocado… Toast?

Is Avocado… Toast?

Meta’s big new AI model is delayed because they still can’t get to state of the art. The social media addiction trial is winding down. All the video apps are going to end up looking exactly like one a...

13 Mar 21min

AI Makes Google Maps Sound Much Better

AI Makes Google Maps Sound Much Better

More AI inspired job cuts. I gotta say, adding AI to Google Maps makes it sound like it might work much, much better. A new entrant into the AI health space. An Iran-war-related hacking takes down a c...

12 Mar 21min

The New King Of All Media

The New King Of All Media

Sources say the US government is investigating Binance around Iranian sanction evasion. Meta is helping authorities worldwide crack down on scammers. YouTube literally now is, officially, the biggest ...

11 Mar 20min

Meta Plumps For Bot Social Networks

Meta Plumps For Bot Social Networks

Meta moves for the social network for AI bots. Code Review for Claude Code seems to be like another revolution for the software development industry. Yan LeCun raises the biggest European seed round o...

10 Mar 21min

Claude 365

Claude 365

Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscaler startup has raised a monster round. And could th...

9 Mar 21min

Silicon Valley Circling The Wagons Around Anthropic?

Silicon Valley Circling The Wagons Around Anthropic?

Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considerin...

6 Mar 22min

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