Fri. 04/26 - Prime Delivery Changes

Fri. 04/26 - Prime Delivery Changes

Amazon wants all Prime deliveries to be one-day shipping, Slack files for its IPO and Uber sets its price range, someone with a personal vendetta to fix Gmail and of course, the Weekend Longreads Suggestions. Sponsors: Tech.FidelityCareers.com Tiny.website Links: Amazon smashes earnings expectations (CNBC) Slack files to go public, revealing $400 million in revenue and $139 million in losses (CNBC) Uber sets IPO terms, could be valued at $84 billion (Axios) Regulators Around the World Are Circling Facebook (NYTimes) The former lead designer of Gmail just fixed Gmail on his own (Fast Company) Weekend Longreads Suggestions: How Fortnite’s success led to months of intense crunch at Epic Games (Polygon) Red Dead Redemption 2: six months later (Polygon) WE’VE BEEN WARNED ABOUT AI AND MUSIC FOR OVER 50 YEARS, BUT NO ONE’S PREPARED (TheVerge) How the Kleiner Perkins Empire Fell (Fortune) These home security startups aren’t afraid of Amazon and Google (Fast Company) Amazon Has Gone From Neutral Platform to Cutthroat Competitor, Say Open Source Developers (OneZero) I Sell Onions on the Internet (Deep South Ventures) Subscribe to the ad-free feed! Learn more about your ad choices. Visit megaphone.fm/adchoices

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How To AI With WSJ's Chris Mims

How To AI With WSJ's Chris Mims

Buy Chris' book: How To AI Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Feb 52min

Anthropic Makes Its Move

Anthropic Makes Its Move

Anthropic raises the second largest financing round of all time. Other AI players are beginning to show hockey stick revenue growth. Meta wants to add facial recognition to its glasses. Ring pulls bac...

13 Feb 19min

Pour Moi, C'est Le Déluge

Pour Moi, C'est Le Déluge

Aaannddd…. Right on time here come the Chinese AI models. Elon Musk kicks off a major reorg of xAI. Google is warning of AI distillation attacks. New Waymo cars hit the road. And another interesting A...

12 Feb 21min

The “Covid Moment” For AI?

The “Covid Moment” For AI?

Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More weird musical chairs at the AI companies. TikTok but ...

11 Feb 21min

AI: Better, Faster, Stronger… Or Just Working Harder?

AI: Better, Faster, Stronger… Or Just Working Harder?

So, have you hit the ads in ChatGPT yet, cause they’re there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chinese AI launches. The coming deluge of social media tr...

10 Feb 19min

The AI Superbowl

The AI Superbowl

Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits...

9 Feb 20min

Piracy Is Back!

Piracy Is Back!

Claude Opus 4.6 arrives to crown Anthropic’s very good week, at least, for them it was good. You thought tech was spending big to build out for AI, but this week we’ve seen how big. Crypto seems to ha...

6 Feb 22min

Is Software Eating The World Being Eaten By AI?

Is Software Eating The World Being Eaten By AI?

Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of software eating the world in the process of being eate...

5 Feb 23min

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