Welcome Back To The Arena, GameStop

Welcome Back To The Arena, GameStop

GameStop made an unsolicited ~$56B bid for eBay as Ryan Cohen eyes a commerce empire. Anthropic finalizes a $1.5B JV with Blackstone and Goldman Sachs, Amazon opens its logistics network to outside companies, and a Harvard study finds AI outperforms ER doctors at triage. GameStop makes an unsolicited ~$56B offer to buy eBay after building a ~5% stake, offering $125/share in cash and stock, a ~20% premium on May 1's closing price (WSJ) Sources: Anthropic is finalizing a deal for a $1.5B JV with Blackstone, Goldman Sachs, Hellman & Friedman, and others to sell AI tools to PE-backed companies (WSJ) Amazon debuts Supply Chain Services, which lets companies use its logistics network to move, store, and deliver everything from raw materials to final products (Reuters) An analysis of 1.6M Polymarket accounts since November 2022: 0.1% of users get 67% of the profits, with the highest-frequency traders seeing the most success (WSJ) Study: OpenAI's o1 correctly diagnosed 67% of emergency room patients using electronic records and a few sentences from nurses, vs. 50-55% for triage doctors (The Guardian) Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(2325)

My LLM Cutoff Is 1930

My LLM Cutoff Is 1930

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Earnings Overload

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Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO called Roze, Anthropic weighs a $900B+ round, and Musk ...

30 Apr 21min

Elon V. Sam Day 2

Elon V. Sam Day 2

The EU escalated its DSA probe against Meta over child safety failures on Instagram and Facebook. OpenAI has effectively abandoned its Stargate JV, China suspended new robotaxi licenses after a Baidu ...

29 Apr 21min

Musk V. Altman

Musk V. Altman

The Musk v. Altman trial seated a jury in California, with opening arguments set for today. Microsoft and OpenAI amended their partnership, removing the AGI clause. OpenAI missed internal user and rev...

28 Apr 15min

Meta Needs To Rethink Manus

Meta Needs To Rethink Manus

China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualc...

27 Apr 21min

All The Headlines, All The Model Drops...

All The Headlines, All The Model Drops...

DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and G...

24 Apr 23min

Another DeepSeek Moment On The Horizon?

Another DeepSeek Moment On The Horizon?

Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, Anthropic's secondary market valuation hits $1T on ...

23 Apr 22min

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