Chamath Is Back In The Arena
Masa Son is investing $2B into Intel, and the Uncle Sam might join in as well. Small AI models continue to have a moment. Chamath is reentering the arena with a new SPAC. The Texas AG is investigating...
19 Aug 202521min
Meta’s Smart Headware Push
Meta is readying smartglasses with a display, but also, a look at their theoretical and prototype roadmap for the future of headware hardware generally. Is all the money in the world not actually goin...
18 Aug 202522min
AI Business Bigger Than The Smartphone Business?
Will the US government take a stake in Intel? Why was Meta letting spicy conversation happen with their AI bots? What does it mean if Foxconn’s AI business is now bigger than its gadget assembly busin...
15 Aug 202518min
Thu. 08/14 – An Apple Pixar Lamp?
New York is suing Zelle. Another IPO pop has me raising my eyebrows. Maybe Perplexity really was serious, at least about getting a browser. Does Apple want to make basically that Pixar lamp? And AI ha...
14 Aug 202516min
Wed. 08/13 – Perplexity Wants To Acquire Chrome
Perplexity offers to acquire Chrome, but how serious are they? Fine, says OpenAI, have your GPT-4o back. Are AI companions the next breakout AI business beyond coding help? And is GM getting back in t...
14 Aug 202519min
Tue. 08/12 – Elon To Sue Apple To Get At Sam?
Elon says he might take legal action against Apple, but it’s probably his beef with Sam Altman rearing its head once again. A long piece looking at how Jenson won in China, though also, HAS he won WIT...
12 Aug 202517min
Mon. 08/11 – Nvidia To Pay The Government To Sell In China
Nvidia and AMD are paying the US government 15% of revenue to sell AI chips to China. Remember how with GPT-5, they took away the old models? Well, the old models are back. Some critical analysis of t...
11 Aug 202520min
(BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky
I spoke with the great Paul Kedrosky to discuss the significant impact of AI capital expenditure (CapEx) on the economy, exploring how it contributes to GDP growth and the implications of this spendin...
9 Aug 202541min
