Mon. 12/16 - Give Us A Name For $100MM AAR Startups!

Mon. 12/16 - Give Us A Name For $100MM AAR Startups!

Chrome 79 is wiping data from some apps, Amazon is about to deliver more than FedEx or UPS all by its lonesome, Argo plans to charge by the mile, smart TV’s make margin by watching you, does music lack pricing power and help me find a name for $100 million-dollar annual recurring revenue startups. Sponsors: TinyCapital.com DollarShaveClub.com/ride Links: Google pauses Chrome 79 rollout on Android after bug wipes data in some apps (Android Police) Watch out, UPS. Morgan Stanley estimates Amazon is already delivering half of its packages (CNBC) Self-Driving Mercedes Will Be Programmed To Sacrifice Pedestrians To Save The Driver (Fast Company) Argo takes different road to skirt self-driving challenges (Reuters) The falling price of a TV set is the story of the American economy (The Outline) The newest members of the $100M ARR club (TechCrunch) Zero-to-100 Million in 3 Years (Lemonade Blog) Why Do We Still Pay Only $10 a Month for Music? (Rolling Stone) Learn more about your ad choices. Visit megaphone.fm/adchoices

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GPT-5.2 As OpenAI’s Attempt To Change The Narrative

GPT-5.2 As OpenAI’s Attempt To Change The Narrative

Ok, fine, says Sam, here’s a new GPT model so you’ll hopefully stop saying we’re behind. Broadcom as another AI bellwether. Now that Disney is in bed with OpenAI, they’re ceasing and desisting Google....

12 Dec 202522min

Disney Invests In OpenAI

Disney Invests In OpenAI

Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinking about OpenAI’s prospects. More on the whole Data...

11 Dec 202522min

Algorithmic Pricing?

Algorithmic Pricing?

Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has DeepSeek been smuggling chips? And what if your star...

10 Dec 202520min

Nvidia Back In China… Maybe

Nvidia Back In China… Maybe

Trump says Nvidia and others can ship chips to China, but the question is, will China take delivery. OpenAI is ending the code red in about a month, after getting a new model out the door. Meta wants ...

9 Dec 202520min

Netflix Faces Hostility

Netflix Faces Hostility

Looks like that big Netflix bid for Warner Brothers isn’t gonna go smoothly as Paramount launching a hostile counter-bid. We’ve got a full-on executive suite crisis at Apple. SpaceX could IPO next yea...

8 Dec 202522min

The Albanian Army Wins!

The Albanian Army Wins!

Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBD’s studios). The NYT is suing Perplexity. Man, everybody is heading for the exits at Apple at the same time. And get ready f...

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Meta To Abandon The Metaverse?

Meta To Abandon The Metaverse?

On the one hand, Meta poached Apple’s design head in a major coup to make hardware and software for AI, but there are signs Zuck is souring on the Metaverse could even abandon it entirely. Is Amazon a...

4 Dec 202521min

Not Great, Bob!

Not Great, Bob!

We might soon have the first big IPO of the AI era, and it doesn’t look like it will be OpenAI. Amazon takes another few swings at Nvidia’s dominance. Proof positive that self driving cars really are ...

3 Dec 202521min

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