Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks

Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks

Apple’s earnings are decidedly mixed. Mark Zuckerberg’s complaints about everything he says leaking… leaked, and there are a lot of interesting details in those leaks. Looks like the SoftBank and OpenAI courtship is a serious one, and if the marriage happens, looks like Arm Holdings can be leveraged for the dowery. And, of course, the Weekend Longreads Suggestions. Links: Apple shares rise 3% as boost in services revenue overshadows iPhone miss (CNBC) Mark Zuckerberg said that Meta missed TikTok's rise because it didn't seem 'social' enough, leaked recording reveals (Business Insider) OpenAI in Talks for Huge Investment Round Valuing It at Up to $300 Billion (WSJ) OpenAI’s Sam Altman and SoftBank’s Masayoshi Son Are AI’s New Power Couple (WSJ) Weekend Longreads Suggestions: DeepSeek Chief’s Journey From Math Geek to Global Disruptor (WSJ) Chinese Quant Whiz Built DeepSeek In The Shadow Of a Hedge Fund Rout (Bloomberg) DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts (SemiAnalysis) Learn more about your ad choices. Visit megaphone.fm/adchoices

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CES Day 3

CES Day 3

xAI has raised another monster round. Polymarket has yet another controversy around whether a bet should pay out or not. Could the AI datacenter buildout actually disrupt politics in local America? An...

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CES Day 2

CES Day 2

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CES Day 1

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Manus, The Hands Of Fate

Manus, The Hands Of Fate

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31 Dec 202520min

The End Of Year M&A Rush

The End Of Year M&A Rush

This flurry of M&A deals at the end of the year (I have another one to tell you about) are people getting out while the getting is good, or is this just the start of what’s going to be a big deal in 2...

30 Dec 202524min

Nvidia Kindacquires Groq

Nvidia Kindacquires Groq

Nvidia kindaquires Groq I’ll tell you what we think the strategy is here. A shot across my bow that CES is next week. Accountants shut down remote testing because of AI. And for all the recent bullish...

29 Dec 202520min

(BNS) The Story Of Toys R Us

(BNS) The Story Of Toys R Us

Feel free to check out Rad History if you enjoyed this. Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Dec 202538min

(BNS) Top Tech Stories Of 2025 With The Newsworthy

(BNS) Top Tech Stories Of 2025 With The Newsworthy

You can find out more about The Newsworthy here. Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Dec 202532min

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