Amazon Didn’t Scare Investors

Amazon Didn’t Scare Investors

Amazon didn’t scare investors this Halloween. They’re quite pleased, actually. They’re not public but we now know how much money OpenAI lost this quarter. Nvidia’s generous investment strategy. And, of course, the Weekend Longreads Suggestions. Amazon cloud records 20% sales growth, topping estimates (CNBC) Microsoft seemingly just revealed that OpenAI lost $11.5B last quarter (The Register) Sora now lets you pay extra to make more AI videos (The Verge) Nvidia to Invest Up to $1 Billion in AI Startup Poolside (Bloomberg) Nvidia Is Accelerating Its Investing Spree in AI Startups (Bloomberg) Weekend Longreads Suggestions: Nike says its first ‘powered footwear’ is like an e-bike for your feet (The Verge) Some People Can’t See Mental Images. The Consequences Are Profound (The New Yorker) Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Roomba Hits The Wall

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

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 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?

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

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

Netflix Faces Hostility

Netflix Faces Hostility

Looks like that big Netflix bid for Warner Brothers isn’t gonna go smoothly as Paramount launching a hostile counter-bid. We’ve got a full-on executive suite crisis at Apple. SpaceX could IPO next yea...

8 Dec 202522min

The Albanian Army Wins!

The Albanian Army Wins!

Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBD’s studios). The NYT is suing Perplexity. Man, everybody is heading for the exits at Apple at the same time. And get ready f...

5 Dec 202522min

Meta To Abandon The Metaverse?

Meta To Abandon The Metaverse?

On the one hand, Meta poached Apple’s design head in a major coup to make hardware and software for AI, but there are signs Zuck is souring on the Metaverse could even abandon it entirely. Is Amazon a...

4 Dec 202521min

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