TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Microsoft is struggling to se...
Jensen is feeling his oats after the reprieve on China, spilling lots of tea about where he see the AI industry. OpenAI is going after the office and also the storefront, with interesting new integrations. Why is it so hard t...
Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanen...
Google snatched the Windsurf acquisition out from under OpenAI in a big new acquihire. SpaceX is investing in xAI. ChromeOS and Android to merge, but for real this time? Was there a new sort of DeepSeek moment over the weeken...
So, it sure looks like Grok tries to align some of its answers with the views of its maker, Elon Musk, but the question is why… Does AI have to align with political views more generally? New, tangible data suggests you actual...
Grok 4 is out, plus Grok 4 Voice, Grok 4 Code, a bunch more. Ok we know Zuck wants to catch up on AI, but an insider explains why they think Meta fell behind in the first place. Are AI web browsers the next battlefield in the...
All the of the headlines from the Galaxy Unpacked event that was mostly about really thin foldable phones. Big changing of the guard at Apple. What happens when you make a bet on a betting market, think you’ve won, but are th...
How much further behind can Apple get in AI now that Zuck is poaching from them as well? OpenAI has been forced to batten down the hatches, quite literally. A fully licensed AI video model. And back to Apple. They heard your ...
Catching you up on the great Zuckerberg AI recruitment drive. Clueing you in to the great datacenter buildout goldrush that is, again, all about AI. TikTok is about to force everybody to use a new version of their app. And ar...
More layoffs make me more concerned the AI jobpocalypse is coming to tech this summer. In the big Meta v. OpenAI talent battle, who is desperate and who is scared? We reframe the situation a bit. Figma files for an IPO. Chine...
Meta Superintelligence Labs is official. Cloudflare’s tool to help websites fend off AI bots is official. Will Apple throw in the towel and just buy some AI off the shelf? Does Amazon now have more robots than human workers i...
Weird beef between Nintendo and Amazon. Is Apple going to make a cheap Macbook with an iPhone chip inside? OpenAI claps back at Meta. The AI avatar startup. And for the first time in a decade, Spotify has changed up the Disco...
Mark Zuckerberg’s big AI plan seems still to be such a work in progress, he’s even considering abandoning Llama. Apple attempts to comply with the EU’s DMA. Instagram and TikTok want to follow YouTube to your TV. The infamous...
The legal rulings on AI are finally coming in. The problem is, they’re contradictory, so we’re not getting any legal clarity yet. Creative Commons but for AI training data. Is DeepSeek’s R2 model being stymied by lack of acce...
AI is transforming job search on both sides of the equation. A first court ruling on using copyrighted books to train AI. New AI releases from Google devs will want to know about. How your kids 3rd grade teacher is using AI. ...
A new Xbox branded Meta Quest. Amazon is expanding same day delivery even more. What does it mean for the AI race if ChatGPT seems to be outcompeting Microsoft’s Copilot offerings in the enterprise space? Why is Wall Street l...
Tesla launches its robotaxi service in Austin. Apple is negotiating desperately to avoid an EU fine coming as soon as this week. Also, why doesn’t Apple do some acquihires to get back in the AI game? Maybe Perplexity would be...
Meta has some new smartglasses. How long can the TikTok groundhog day go on? Masa Son wants to create a Shenzhen-like production city here in the US. Are your smart cameras a national security threat to the home front in a wa...
Are we about to see a summer of layoffs in Silicon Valley? Midjourney’s new video model. Meta continues its acqu-hire spree with some folks we know. Microsoft has its own nuclear option with OpenAI, while OpenAI is starting t...
Remember how that TikTok ban or sale thing has never been resolved? Yeah. Sam Altman describes the money he says Meta is throwing at AI researchers. Is xAI the one with the real money crunch in the AI race? And a review of th...
Among the many snags to OpenAI shifting to for-profit, the Microsoft snag is still the biggest issue. More Intel job cuts coming. Would you believe a Roblox game involving gardening is maybe bigger than Fortnite? And two big ...
Ads finally come to WhatsApp. Are we about to get a literal Trump phone? More ads on your TV. All ads are about to become AI. And at the end of the show, a bit of an essay from me about Google, AI, and what I think is about t...
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