Fri. 08/02 – Intel Is Bailing Water
So, tech earnings continued to be boring. Apple was fine. Amazon was not quite so fine. And then someone we don’t cover closely really messed the bed. I’ll tell you who. Are we starting to see the fir...
2 Aug 202417min
Thu. 08/01 – Now Meta’s AI Spending Is Fine?
So I guess Zuck has convinced Wall Street that all the capex spending on AI is fine. How good a business is Tether? A gooooood business. The first arrival of Apple Intelligence is sort of a ho-hum for...
1 Aug 202418min
Wed. 07/31 – CapCut Ascendant
Another big pullback of a major AI tool. Microsoft earnings. How CapCut is taking over the creator tools space. Amazon speedy delivery is rolling out to the nooks and crannies of North America. And th...
31 Juli 202416min
Tue. 07/30 – A (Mostly) AI Day
Perplexity wants to share ad revenue with publishers. But lots of AI companies are continuing to gamble with scraping. Meta’s new Segment Anything 2 model. AI influencers on Instagram. Canva makes an ...
30 Juli 202415min
Mon. 07/29 – Big Tech IPO From… Honeywell?
Apple Intelligence might be coming sooner than we dared hope. Might want to check your settings on X. The universe of alt coins is back. A big tech IPO coming from an unexpected source. And is that Ga...
29 Juli 202416min
Fri. 07/26 – SearchGPT
OpenAI takes on Google search directly. Another Hollywood strike with the same underlying causes. We know absolutely everything about the new Pixel 9 series already. Is WhatsApp finally catching on in...
26 Juli 202416min
Thu. 07/25 – Reddit’s Throwing Elbows Again
Once again, Reddit looks like it’s not worried about upsetting people. New generative search on Bing, new models from Mistral and a new video model from Stability. But did Runway train it’s video mode...
25 Juli 202416min
Wed. 07/24 – Llama 3.1 Bests The “Frontier Models”?
Meta’s Llama 3.1 shows that open models can at least go toe to toe with proprietary AI models. Why did the Google-Wiz deal fall apart? Was the CrowdStrike outage a part of it? Kamala Harris, AI czar? ...
24 Juli 202417min
