Thu. 04/30 – Don’t Fight The Tape (Tech Earnings Edition)

Thu. 04/30 – Don’t Fight The Tape (Tech Earnings Edition)

Four big earnings reports for four big tech companies, but we’ll leave that to the end. Intel launches a new flagship clip line, Andreessen Horowitz launches a new crypto fund, Zoom fesses up on MAUs, and Reddit goes old school with chat rooms. Sponsors: Tovala (text TOVALARIDE to 710-23) Metalab.co Links: Intel's 10th Gen Comet Lake for Desktops: Skylake-S Hits 10 Cores and 5.3 GHz (AnAndTech) Andreessen Horowitz raises $515 million for second crypto fund (Axios) Zoom admits it doesn’t have 300 million users, corrects misleading claims (The Verge) Reddit adds chat rooms for subreddits (Engadget) Smartphone Production to Drop by 16.5% YoY in 2Q20, Setting Historical Record in YoY Decline, Says TrendForce (TrendForce) Lyft lays off 17% of workforce, furloughs hundreds more (CNBC) Facebook soars after reporting ‘stability’ in ad revenue after fall in March (CNBC) Press Release & Webcast (Microsoft Investor Relations) Twitter Q1: sales up 3% to $808M as it swings to a loss on COVID-19, mDAUS hit record 166M (TechCrunch) Tesla posts profit despite hit from coronavirus (CNN Business) Learn more about your ad choices. Visit megaphone.fm/adchoices

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AI Gettin' SaaS-y

AI Gettin' SaaS-y

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17 Feb 21min

OpenAI Grabs OpenClaw’s Creator

OpenAI Grabs OpenClaw’s Creator

OpenClaw’s creator is joining OpenAI, but the OpenClaw project lives on. The AI-caused memory shortage might delay the next Playstation. Is the Pentagon about to cut ties with Anthropic? And Vitalik B...

16 Feb 20min

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

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