Thurs. 07/18 - Netflix's Numbers Visit the Upside Down

Thurs. 07/18 - Netflix's Numbers Visit the Upside Down

Netflix's growth disappoints, but Stranger Things have happened. The Democratic National Committee tells candidates to avoid the photo-aging simulator FaceApp. Don't expect driverless cars any time soon, despite the hype. Can 5G networks give you cancer? No, no they can't. Finally, go ahead! Start that podcast. Don't listen to the naysayers. Sponsors: SVB.com/next Castro Links: Netflix subscription adds disappoint, stock drops (Variety) DNC warns candidates to stop using FaceApp, citing Russian danger (CNN) FaceApp developer describes privacy policy (TechCrunch) Tesla's plans for self-driving cars worry those who know best (Washington Post) Self-driving cars remains "way in the future" (New York Times) The 5G Health Hazard That Isn't (New York Times) Have we hit peak podcast? (New York Times) Learn more about your ad choices. Visit megaphone.fm/adchoices

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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

Social Media’s “Big Tobacco” Moment?

Social Media’s “Big Tobacco” Moment?

The big ruling from that big social media trial is in and it could have big implications for big tech going forward. Wikipedia bans the use of AI for creating Wikipedia entries. GitHub is about to tra...

26 Mars 20min

Sora Sinks

Sora Sinks

OpenAI is abandoning Sora to do the big refocus they’ve been signaling. Meta is starting to rack up the losses in court. Is China going to block the Manus acquisition by Meta from going through? They’...

25 Mars 21min

Your Router Is Likely Banned

Your Router Is Likely Banned

Buying an internet router made outside the US is now verboten. Claude can now basically fully use your computer for you. More layoffs and surprising production cuts in the gaming industry. And the two...

24 Mars 20min

Zuck’s Personal AI Agent

Zuck’s Personal AI Agent

Mark Zuckerberg has spun up his own AI bot to do his job for him. Or help him do his job quicker, I guess. OpenAI hires an ad guru from Meta. Elon loses a case. Maybe some managers actually want you t...

23 Mars 20min

AI Superapps

AI Superapps

OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google Search in that innovator’s dilemma way. And in th...

20 Mars 20min

The AI Race Is Now A Land Grab For Dev And Design Work

The AI Race Is Now A Land Grab For Dev And Design Work

In three parts I’ll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully embraces our new prediction market overlords. Even i...

19 Mars 21min

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