Tue. 07/15 – Nvidia Back In Business In China?
Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next? Links: Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg) Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg) Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg) Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes) Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes) China’s AI glasses market takes shape as Xiaomi’s entry inspires early adopters (SCMP) Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Juli 202517min
Mon. 07/14 – Google Snatches Windsurf From OpenAI
Google snatched the Windsurf acquisition out from under OpenAI in a big new acquihire. SpaceX is investing in xAI. ChromeOS and Android to merge, but for real this time? Was there a new sort of DeepSeek moment over the weekend? And example number 74 of how YouTube is now the king of video entertainment. Links: Google to Pay $2.4 Billion for Windsurf Staff, IP After Startup Ends OpenAI Talks (The Information) Google Is Said to Pay $2.4 Billion for Windsurf Assets, Talent (Bloomberg) An OpenAI Acquisition Turns Into a Google 'Hackqusition'... (Spyglass) Elon Musk’s xAI seeks up to $200bn valuation in next fundraising (Financial Times) SpaceX to Invest $2 Billion Into Elon Musk’s xAI (WSJ) Google exec: ‘We’re going to be combining ChromeOS and Android’ (The Verge) 'I think you see the future first on Android' – Google's Android leader Sameer Samat (TechRadar) Moonshot AI’s Kimi K2 outperforms GPT-4 in key benchmarks — and it’s free (VentureBeat) Eight Things We’ve Learned About Hollywood This Year (Bloomberg) The Streaming Wars Come Down to 2: YouTube vs. Netflix (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Juli 202518min
Mega Omnibus Episode
Mega Omnibus Episode Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Juli 20252h 8min
Fri. 07/11 – Grok: Let Me See What Elon Thinks
So, it sure looks like Grok tries to align some of its answers with the views of its maker, Elon Musk, but the question is why… Does AI have to align with political views more generally? New, tangible data suggests you actually might NOT be coding faster due to AI. It might just be in your head. And, of course, the Weekend Longreads Suggestions. Links: Grok: searching X for “from:elonmusk (Israel OR Palestine OR Hamas OR Gaza)” (Simon Willison's Blog) Grok 4 seems to consult Elon Musk to answer controversial questions (TechCrunch) A Republican state attorney general is formally investigating why AI chatbots don’t like Donald Trump (The Verge) Study: Apple’s newest AI model flags health conditions with up to 92% accuracy (9to5Mac) Not So Fast: AI Coding Tools Can Actually Reduce Productivity (Second Thoughts) Weekend Longreads Suggestions: The Grand Unified Theory of Rogue Waves (Quanta Magazine) This Breakthrough Sponge Could Change How the World Gets Clean Water (SciTechDaily) Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Juli 202519min
Thu. 07/10 – Grok 4
Grok 4 is out, plus Grok 4 Voice, Grok 4 Code, a bunch more. Ok we know Zuck wants to catch up on AI, but an insider explains why they think Meta fell behind in the first place. Are AI web browsers the next battlefield in the AI wars. And if your electricity bill goes up substantially, you’ll never guess what you can blame. Links: Grok 4 is live — here’s what makes it Elon Musk’s most advanced AI yet (Tom's Guide) Meta Poached Apple’s Pang With Pay Package Over $200 Million (Bloomberg) Zuckerberg’s $100 Million AI Job Offers Are Paying Off (Bloomberg) Exclusive: OpenAI to release web browser in challenge to Google Chrome (Reuters) Microsoft Touts $500 Million AI Savings While Slashing Jobs (Bloomberg) America's largest power grid is struggling to meet demand from AI (Reuters) Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Juli 202517min
Wed. 07/09 – Samsung Unpacked
All the of the headlines from the Galaxy Unpacked event that was mostly about really thin foldable phones. Big changing of the guard at Apple. What happens when you make a bet on a betting market, think you’ve won, but are then told you’re not. And a useful new feature of Gmail. Links: Galaxy Z Fold 7 goes official with drastically thinner design, but a $2,000 price tag (9to5Google) Samsung's Galaxy Z Flip 7 has a bigger battery and is still thinner than last year's model (Engadget) Samsung launches the more affordable Galaxy Z Flip 7 FE for $899 (9to5Google) Galaxy Z Fold 7 hands-on: Samsung finally made the foldables we’ve been asking for (The Verge) Apple COO Jeff Williams to Retire in Major Changing of Guard (Bloomberg) Elon Musk's AI chatbot churns out antisemitic posts days after update (NBCNews) Polymarket Rules 'No' on $237M Controversial Bet Over Zelenskyy's Suit (Decrypt) Gmail’s new tab is made for unsubscribing from emails (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices
9 Juli 202517min
Tue. 07/08 – Zuck Poaches AI Talent From Apple
How much further behind can Apple get in AI now that Zuck is poaching from them as well? OpenAI has been forced to batten down the hatches, quite literally. A fully licensed AI video model. And back to Apple. They heard your complaints. They’re pumping the brakes on Liquid Glass a bit. Sponsors: AGNTCY.ORG Links: Apple Loses Top AI Models Executive to Meta’s Hiring Spree (Bloomberg) OpenAI’s Stock Compensation Reflect Steep Costs of Talent Wars (The Information) OpenAI clamps down on security after foreign spying threats (Financial Times) Bluesky can really keep up with the news now that it has activity notifications (The Verge) This New AI Tool Wants to Work With Filmmakers—Not Replace Them (Time) iOS 26 beta 3 dials back Liquid Glass (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Juli 202517min
Mon. 07/07 – What Did I Miss?
Catching you up on the great Zuckerberg AI recruitment drive. Clueing you in to the great datacenter buildout goldrush that is, again, all about AI. TikTok is about to force everybody to use a new version of their app. And are the unicorns coming back? Links: Meta’s new hires offer a peek into superintelligence plans (Semafor) Zuck's Eleven (Spyglass) CoreWeave to Buy Core Scientific in $9 Billion Stock Deal (Bloomberg) US industrial groups pivot to data centres amid AI boom (FT) TikTok Building New Version of App Ahead of Expected U.S. Sale (The Information) As Trump pushes Apple to make iPhones in the U.S., Google’s brief effort building smartphones in Texas 12 years ago offers critical lessons (Fortune) At least 36 new tech unicorns were minted in 2025 so far (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices
7 Juli 202517min
