China’s EUV Machine?
Has China cracked a major puzzle for chip parity? Trump Media merges with a… Fusion Energy startup? Coinbase continues its efforts to let you trade everything. OpenAI is turning on the fundraising aft...
18 Dec 202520min
Now It’s Amazon’s Turn To Invest In OpenAI
ChatGPT ups its image generation game. Now it’s Amazon’s turn to invest in OpenAI. WBD says it still wants to go with the Netflix offer. Waymo’s raising money again. And the new AI sort of newsletter ...
17 Dec 202520min
The Pivot To AI Datacenters
Tech continues to be a major geopolitical stumbling block, this time with the UK. Are we currently in the midst of the second mini-tech recession of the year? If Ford can pivot from EV’s to servicing ...
16 Dec 202520min
The Roomba Hits The Wall
Your Roomba is circling the drain with iRobot filing for bankruptcy. Remember credit default swaps? Turns out they’re not just for hedging housing anymore. Nano Banana looks so realistic because it’s ...
15 Dec 202521min
GPT-5.2 As OpenAI’s Attempt To Change The Narrative
Ok, fine, says Sam, here’s a new GPT model so you’ll hopefully stop saying we’re behind. Broadcom as another AI bellwether. Now that Disney is in bed with OpenAI, they’re ceasing and desisting Google....
12 Dec 202522min
Disney Invests In OpenAI
Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinking about OpenAI’s prospects. More on the whole Data...
11 Dec 202522min
Algorithmic Pricing?
Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has DeepSeek been smuggling chips? And what if your star...
10 Dec 202520min
Nvidia Back In China… Maybe
Trump says Nvidia and others can ship chips to China, but the question is, will China take delivery. OpenAI is ending the code red in about a month, after getting a new model out the door. Meta wants ...
9 Dec 202520min
