Mon. 12/02 – Gelsinger Out At Intel!

Mon. 12/02 – Gelsinger Out At Intel!

Pat Gelsinger is out at Intel. So where do they go from here? The first announces from the AWS re:Invent conference. More signs that crypto is in the ascendency. Elon files to block OpenAI from going for profit. Is he the greatest threat to that company? And a new startup taking on Nvidia. Links: Intel CEO Pat Gelsinger retires (TechCrunch) AWS opens physical outlets that let customers upload their data (TechCrunch) Ripple-Linked XRP Soars to Third-Largest Token After Trump Win (Bloomberg) Elon Musk files for injunction to halt OpenAI’s transition to a for-profit (TechCrunch) Musk’s Rivals Fear He Will Target Them With His New Power (WSJ) Bezos Backs AI Chipmaker Vying With Nvidia at $2.6 Billion Value (Bloomberg) Open-source OpenWrt One router released at $89 — 'hacker-friendly device' sports two Ethernet ports, three USB ports, with dual-band Wi-Fi 6 (Tom's Hardware) Learn more about your ad choices. Visit megaphone.fm/adchoices

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TikTok Sold (Again) (?)

TikTok Sold (Again) (?)

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China’s EUV Machine?

China’s EUV Machine?

Has China cracked a major puzzle for chip parity? Trump Media merges with a… Fusion Energy startup? Coinbase continues its efforts to let you trade everything. OpenAI is turning on the fundraising aft...

18 Dec 202520min

Now It’s Amazon’s Turn To Invest In OpenAI

Now It’s Amazon’s Turn To Invest In OpenAI

ChatGPT ups its image generation game. Now it’s Amazon’s turn to invest in OpenAI. WBD says it still wants to go with the Netflix offer. Waymo’s raising money again. And the new AI sort of newsletter ...

17 Dec 202520min

The Pivot To AI Datacenters

The Pivot To AI Datacenters

Tech continues to be a major geopolitical stumbling block, this time with the UK. Are we currently in the midst of the second mini-tech recession of the year? If Ford can pivot from EV’s to servicing ...

16 Dec 202520min

The Roomba Hits The Wall

The Roomba Hits The Wall

Your Roomba is circling the drain with iRobot filing for bankruptcy. Remember credit default swaps? Turns out they’re not just for hedging housing anymore. Nano Banana looks so realistic because it’s ...

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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 Dec 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 Dec 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 Dec 202520min

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