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. And, of course, The Week...
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 Centers In Space phenome...
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 startup’s side-hustle can plu...
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 a new Llama model, maybe ...
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 year. And more data on how A...
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 for a slew of insider trad...
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 about to abandon your mail...
We might soon have the first big IPO of the AI era, and it doesn’t look like it will be OpenAI. Amazon takes another few swings at Nvidia’s dominance. Proof positive that self driving cars really are significantly safer. And ...
Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Google’s ascendency in AI? Samsung announces but...
While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn’t Netflix want you to cast to your tv anymore? And AI means less jo...
We're back again with Susan Lyne, to talk about running Martha Stewart's company when Martha went to prison, her startup career with Gilt Groupe, and her investing career with BBG Ventures. Learn more about your ad choices. V...
I’ve maybe never interviewed anyone in my entire time as a historian and podcaster who has had a career as broad and varied as Susan Lyne. Yes, I obviously wanted to talk to Susan about her role helping startup Gilt Group, an...
Trump has a plan to boost AI innovation. Polymarket is now street legal in the US. Google thinks it needs to double AI capacity every 6 months. Is Starlink about to face its first serious competition. And for reasons I’ll exp...
Now Anthropic says it’s leapfrogged OpenAI with its new model and is the AI horserace in play? OpenAI is still focusing on things like shopping. Nvidia answers a question people weren’t asking. And is Google soaring because t...
What sort of a world do we live in if you can’t be sure where an X account comes from? Google isn’t out of the woods yet when it comes to antitrust. Insurers still don’t want to touch AI. Let me tell you about “AI grooming.” ...
Google phone users can now work with Airdrop on the iPhone cause Google cleverly found a way. Google might have jumped ahead in the AI race and Sam Altman knows it. I’ve heard of quantum computing, but a quantum internet? The...
Are we about to have a battle over who gets to regulate AI? Now there’s Nano Banana Pro. The creator ecosystem is exploding for advertisers. Battlefield did exactly what EA needed it to do. And I’m telling you, the consumer r...
Tons of things today. Google’s new Gemini 3 model. Signs the “second tier” of AI startups is starting to get product market fit. The EU has announced that watering down of GDPR that was rumored. And will Meta’s big win agains...
What happened with Cloudflare this morning. Grok’s new model wants to be creative. Catching you up on the bloodbath in crypto if you were unaware. Databricks is 12 years old but it seems to be one of the big AI winners. And d...
Jeff Bezos is going to be a CEO once again. Could Tim Cook step down from Apple’s CEO position in a matter of months? Maybe don’t buy an AI teddy bear. What big AI startup would you short, if you could? And data-centers in sp...
A portfolio profile episode of Hypercubic.ai, a seed-stage company that wants to not only preserve knowledge in legacy code, but legacy knowledge in enterprises. Learn more about your ad choices. Visit megaphone.fm/adchoices
OpenAI is testing out group chats as a sort of collaborative prompting experience. The hyperscalers are lining up against Nvidia in one specific arena. The Sam Altman Elon Musk feud isn’t over. Google knows who sent you that ...
Valve is taking on gaming consoles and creating a new type of VR headset, all at the same time. GPT-5 gets “warmer.” Cursor’s new raise means it has 10x’d its valuation in the span of a year. And we’re one step closer to your...
Forget text-to-video AI, we’re rapidly moving into the text-to-world-generating AI models. What if you showed up to your Airbnb and the fridge was already fully stocked? It seems like there is NO uncanney valley when it comes...