Wed. 07/28 – Earnings Bonanza

Wed. 07/28 – Earnings Bonanza

Apple reports earnings but warns of component shortages. Microsoft set profit records but noted shortage materially affected some divisions. Alphabet had good earnings too, but the real story there is YouTube. About the staff walkout at Activision Blizzard. Is Apple asking leakers to snitch on their sources? And an interesting raise to do next generation search on iOS. Sponsors: UpStart.com/techmeme Oracle.com/goto/ride Links: Apple’s iPhone hot streak is going to run into the global chip shortage (CNBC) Xbox hardware sales spike 172% as Microsoft reports $3.7B in quarterly gaming revenue (GeekWire) YouTube Q2 Ad Revenue Hits Record $7 Billion as Alphabet Trounces Estimates (Variety) Taiwan Greenlights TSMC's 2nm Fab: Coming Online in 2024 ~ 2025 (Tom's Hardware) Activision CEO Apologizes After Employees Threaten to Walk Out (Bloomberg) Apple Tells Leaker to Snitch on Sources or It Will Report Them to the Police (Motherboard) Brain Technologies raises $50M+ for the launch of Natural, a natural language search engine and 'super app' (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Is Jensen Worried About OpenAI?

Is Jensen Worried About OpenAI?

Is Nvidia going through with their massive OpenAI investment or not? Does Apple have what it takes to win in the AI era or not? Is Elon the only one who can make datacenters in space happen or not? An...

2 Feb 21min

Elon Might Just Merge All His Companies Into One

Elon Might Just Merge All His Companies Into One

Apple does a big acquisition. OpenAI is racing to IPO. Elon might just merge all his companies into one. Google’s Project Genie is the latest thing that will make you say, gee, AI can do that?! And, o...

30 Jan 21min

Clawdbot Is Now Moltbot

Clawdbot Is Now Moltbot

Meta earnings good. The street like the AI spending. Microsoft earnings bad. Why is growth in their cloud business not as robust all of the sudden? Elon is following through on taking Tesla all in on ...

29 Jan 22min

The Amazon Layoffs

The Amazon Layoffs

The Amazon layoffs showed up on schedule. Is Tether behind the rise in the price of gold? A new type of privacy screen tech from Samsung. Elon wants to IPO on his birthday. Anthropic raises more ahead...

28 Jan 20min

Is TikTok’s Algo Changing?

Is TikTok’s Algo Changing?

I think we have to gird ourselves for a slew of Chinese AI releases in the coming weeks. Are AI inspired layoffs poised to sweep the tech industry? Meta goes with subscriptions. Uber wants to train AI...

27 Jan 20min

Now We Have The Clawdbot

Now We Have The Clawdbot

Did you even notice that new TikTok privacy policy over the weekend? AirTags finally have a second generation. Microsoft confirms it will give out your BitLocker recovery keys if you’re silly enough t...

26 Jan 21min

MAYBE TikTok Is A Done Deal (This Time?)

MAYBE TikTok Is A Done Deal (This Time?)

Ok, ok, maybe the whole TikTok thing is a done deal at long last? Amazon is planning another major round of layoffs. Are Epic Games and Google doing an end-run around the judge? Capital One acquires B...

23 Jan 20min

Apple’s Wearable AI Pin

Apple’s Wearable AI Pin

Apple is developing their own AI wearable, the size of an AirTag. Anthropic overhauls Claude’s constitution. South Korea is the latest place to ride the AI rocket ship. And I think I know why your bos...

22 Jan 20min

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