Wed. 04/17 - Qualcomm Makes Apple Cry Uncle

Wed. 04/17 - Qualcomm Makes Apple Cry Uncle

There’s no other way to describe it: Qualcomm got Apple to surrender, are things back on for an Apple Car, Microsoft has a new Hub and a new Xbox One S, and why Hulu has an advantage the other streamers don’t. Sponsors: Lightstream.com/ride Mealime app Links: Qualcomm surges after announcing a settlement with Apple over patent royalties (CNBC) Apple Settles With Qualcomm, Intel Exits Modems, Apple’s Miscalculation (Stratechery) Qualcomm just beat Apple into submission (SemiAccurate) Exclusive: Apple in talks with potential suppliers of sensors for self-driving cars - sources (Reuters) T-Mobile-Sprint Deal Runs Into Resistance From DOJ Antitrust Staff (WSJ) Microsoft's more portable Surface Hub 2S ships in June for $9000 (TechCrunch) Xbox One S All-Digital Edition: Price, availability, games and more (CNET) Netflix drops on earnings report showing weak guidance, CMO retires (CNBC) As Netflix Contends With More Rivals, Hulu Stands Out (NYTimes) My Samsung Galaxy Fold screen broke after just a day (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Tipping Point In The AI Horse Race?

Tipping Point In The AI Horse Race?

Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious g...

7 Apr 23min

Ain’t No Drama Like AI Drama

Ain’t No Drama Like AI Drama

There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw? Why are VCs covering the rent for founders who dr...

6 Apr 22min

The Biography Of Demis Hassabis

The Biography Of Demis Hassabis

This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Machine. We delve into the minds of AI pioneers, thei...

3 Apr 53min

SpaceX Is Ready For IPO Liftoff

SpaceX Is Ready For IPO Liftoff

SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft makes its first public moves to divorce itself from O...

2 Apr 23min

Anthropic’s Laundry Has Been Aired

Anthropic’s Laundry Has Been Aired

OpenAI closes a monster round, but does Anthropic continue to steal their thunder? Is that Anthropic code leak from yesterday a bigger deal for them than I thought it was? What can happen when all the...

1 Apr 19min

Will Iran Target Tech?

Will Iran Target Tech?

Is the Iran war coming for US tech companies specifically? Meta unveils new smartglasses. A leak gives us a look at how Claude Code works. SpaceX is losing contact with satellites for reasons we don’t...

31 Mars 19min

Is AI About To Get More Expensive

Is AI About To Get More Expensive

With everyone suddenly chasing Anthropic, are we getting strong signals AI is about to get more expensive? The dream of pairing AI models against each other and asking them to fight. We really are get...

30 Mars 20min

AI Step-Change Alert!

AI Step-Change Alert!

Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying ...

27 Mars 21min

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