Mon. 12/7 – ARMpocalypse Soon For The Entire Mac Lineup?

Mon. 12/7 – ARMpocalypse Soon For The Entire Mac Lineup?

Apple isn’t wasting any time when it comes to ARM-ing up its entire Mac lineup, according to Mark Gurman. Wish is about to go public too. Airbnb and DoorDash are lifting their ranges. Is email signatures a bigger market than I ever imagined? And how drone deliveries might change how we design or homes and neighborhoods. Sponsors: BuyRaycon.com/tech Kiwico.com promocode RIDE for 50% first month! Links: Apple Preps Next Mac Chips With Aim to Outclass Top-End PCs (Bloomberg) Wish plans to price between $22 and $24 per share at up to $14 billion valuation (CNBC) Airbnb Boosts IPO Price Range to Between $56 and $60 a Share (WSJ) Sequoia Capital Warned of a ‘Black Swan.’ Instead, 2020 Is One of Its Best Years Ever (Bloomberg) Exclaimer raises $133 million to help companies manage email signatures (VentureBeat) DRONES ARE POISED TO RESHAPE HOME DESIGN (WSJ) Disney faces digital dilemma despite streaming success (Financial Times) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Will AI Models Have To Be Reviews By The Government?

Will AI Models Have To Be Reviews By The Government?

The Trump administration discussed an EO to form an AI oversight working group, a stark reversal from its hands-off approach. Apple explored using Intel and Samsung to make chips in the US, Coinbase c...

5 Maj 20min

Welcome Back To The Arena, GameStop

Welcome Back To The Arena, GameStop

GameStop made an unsolicited ~$56B bid for eBay as Ryan Cohen eyes a commerce empire. Anthropic finalizes a $1.5B JV with Blackstone and Goldman Sachs, Amazon opens its logistics network to outside co...

4 Maj 21min

My LLM Cutoff Is 1930

My LLM Cutoff Is 1930

Apple beat Q2 estimates and forecast strong Q3 growth as the MacBook Neo and Mac Mini sell out. The Senate unanimously banned prediction market trading for senators, Intel closed its best month ever a...

1 Maj 21min

Earnings Overload

Earnings Overload

Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO called Roze, Anthropic weighs a $900B+ round, and Musk ...

30 Apr 21min

Elon V. Sam Day 2

Elon V. Sam Day 2

The EU escalated its DSA probe against Meta over child safety failures on Instagram and Facebook. OpenAI has effectively abandoned its Stargate JV, China suspended new robotaxi licenses after a Baidu ...

29 Apr 21min

Musk V. Altman

Musk V. Altman

The Musk v. Altman trial seated a jury in California, with opening arguments set for today. Microsoft and OpenAI amended their partnership, removing the AGI clause. OpenAI missed internal user and rev...

28 Apr 15min

Meta Needs To Rethink Manus

Meta Needs To Rethink Manus

China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualc...

27 Apr 21min

All The Headlines, All The Model Drops...

All The Headlines, All The Model Drops...

DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and G...

24 Apr 23min

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