Fri. 02/07 – UK Backdoor Into iPhones?
Is the UK government about to force Apple to put backdoors into all of our iPhones? Tallying up the Tech Earnings week of CAPEX announcements. We might get a new iPhone next week. The Weekend Longread...
7 Feb 202519min
Thu. 02/06 – A $50 (!!) AI Model?
Now researchers say they have trained a cutting edge AI model for… checks notes… $50. Not $50 million dollars. $50. Dollars. Get ready for the superbowl of AI ads. Amazon has scheduled an Alexa AI eve...
6 Feb 202516min
Wed. 02/05 – Shein And Temu In Deep Trouble
Temu And Shein got a reprieve from the USPS, but they are still in deep, deep trouble. I’ll explain why. Alphabet earnings disappoint their investors but cheer investors of Nvidia. Google and Meta goi...
5 Feb 202516min
Tue. 02/04 – Uncle Sam As A VC?
Is the US government about to get into, or at least, heavily impact the VC investing business? Apparently, the trade war with China is still on. The resurrection of Twitterific. And how Spotify has qu...
4 Feb 202516min
Mon. 02/03 – OpenAI Deep Research
OpenAI unveils Deep Research, an AI agent just for that. I’ll explain. Are Shein and Temu first up to feel the brunt of the new Trump tariffs? Apple canceled the AR project I assumed they would be piv...
3 Feb 202517min
(BNS) Terra Trust And How To Build In Uncertain Times
If the entire world shifts after you launch your startup, what do you do? Terra Trust founder Mike DiPetrillo tells you how to do it. What was our original use-case? DOUBLE DOWN on what you do well. ...
1 Feb 202538min
Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks
Apple’s earnings are decidedly mixed. Mark Zuckerberg’s complaints about everything he says leaking… leaked, and there are a lot of interesting details in those leaks. Looks like the SoftBank and Open...
31 Jan 202518min
Thu. 01/30 – Everyone Reports Earnings But Wall Street Only Wants Capex Answers.
Meta and Microsoft reported earnings, but all Wall Street cared about was getting Capex updates. Meta settles with… the President. Waymo’s expansion continues apace. Why Masa Son is the perfect white ...
30 Jan 202518min
