Episodes

Aug. 26, 2025

xAI Sues Apple And OpenAI

Elon Musk is taking his beef with Sam Altman AND Tim Apple to court. The Trump administration could sanction EU officials over the Digital Services Act. Spotify has added DMs. And Ben Thompson’s deep analysis of the whole Int...
Aug. 25, 2025

Uncle Sam’s Intel Stake

The government has indeed taken a stake in Intel. Apple might turn to Google to save Siri. Meta turns to Midjourney. Perplexity wants to cut publishers in on the action. And how DHL is using AI to shore up a workforce that is...
Aug. 22, 2025

Has China Shut The Door On Nvidia?

We talked recently about how Nvidia wasn’t home free in China just yet, and low and behold, they’re stopping H20 chip production over Chinese concerns. Did Elon Musk talk to Mark Zuckerberg about buying OpenAI together? And o...
Aug. 21, 2025

Now Meta Has Frozen AI Hiring

What is going on at Meta AI story number 77. A deeper look at that new chip that Google unveiled with the Pixel phones yesterday and what that could suggest for Google’s hardware strategy. And an interesting startup that is m...
Aug. 20, 2025

The Pixel 10 Smartphone Unveiling

All the headlines from the Made By Google event where we saw the new Pixel 10 lineup and the 4th gen Pixel Watch. We have a release date for those new Xbox handhelds. More seeming chaos at Meta’s AI headquarters. And a report...
Aug. 19, 2025

Chamath Is Back In The Arena

Masa Son is investing $2B into Intel, and the Uncle Sam might join in as well. Small AI models continue to have a moment. Chamath is reentering the arena with a new SPAC. The Texas AG is investigating AI chatbots. And does GP...
Aug. 18, 2025

Meta’s Smart Headware Push

Meta is readying smartglasses with a display, but also, a look at their theoretical and prototype roadmap for the future of headware hardware generally. Is all the money in the world not actually going to get Zuck what he wan...
Aug. 15, 2025

AI Business Bigger Than The Smartphone Business?

Will the US government take a stake in Intel? Why was Meta letting spicy conversation happen with their AI bots? What does it mean if Foxconn’s AI business is now bigger than its gadget assembly business? And of course, the W...
Aug. 14, 2025

Thu. 08/14 – An Apple Pixar Lamp?

New York is suing Zelle. Another IPO pop has me raising my eyebrows. Maybe Perplexity really was serious, at least about getting a browser. Does Apple want to make basically that Pixar lamp? And AI has so broken the hiring pr...
Aug. 13, 2025

Wed. 08/13 – Perplexity Wants To Acquire Chrome

Perplexity offers to acquire Chrome, but how serious are they? Fine, says OpenAI, have your GPT-4o back. Are AI companions the next breakout AI business beyond coding help? And is GM getting back in the self-driving car busin...
Aug. 12, 2025

Tue. 08/12 – Elon To Sue Apple To Get At Sam?

Elon says he might take legal action against Apple, but it’s probably his beef with Sam Altman rearing its head once again. A long piece looking at how Jenson won in China, though also, HAS he won WITH China… yet? And is the ...
Aug. 11, 2025

Mon. 08/11 – Nvidia To Pay The Government To Sell In China

Nvidia and AMD are paying the US government 15% of revenue to sell AI chips to China. Remember how with GPT-5, they took away the old models? Well, the old models are back. Some critical analysis of the whole GPT-5 moment. An...
Aug. 9, 2025

(BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky

I spoke with the great Paul Kedrosky to discuss the significant impact of AI capital expenditure (CapEx) on the economy, exploring how it contributes to GDP growth and the implications of this spending. Qw delve into the rapi...
Aug. 8, 2025

Fri. 08/08 – GPT-5 Fallout

Tracking the fallout and implications from GPT-5’s rollout yesterday. Why is Google’s AI chatbot filled with self-loathing and recrimination? Are President Trump’s comments just the latest worry for the CEO of Intel? Are thos...
Aug. 7, 2025

Thu. 07/08 – GPT-5 Released

Thu. 07/08 – GPT-5 Released
Aug. 6, 2025

Wed. 08/06 – OpenAI’s Open-Weight Models

Disney is making big streaming moves with the new ESPN app and a revamp to Hulu. Then, it’s all basically AI announces. OpenAI’s new open-weight models. Grok’s new spiciness is already generating nudity. A new AI model to ide...
Aug. 5, 2025

Tue 08/05 – Spygate At TSMC?

TSMC has fired employees for allegedly attempting to pilfer information on their 2nm tech. Figma could have raised more money in its IPO but chose not to. Creating entire video game worlds with just a text prompt. And exactly...
Aug. 4, 2025

Mon. 08/04 – The AI Researcher Who Turned Down $1.5 Billion From Zuck

Robotaxies are coming to Europe. Apple wants Answers. Literally. The AI researcher who turned down a billion and a half dollars. How the vibe seems to have definitively shifted in Silicon Valley. And will rollable laptop scre...
Aug. 1, 2025

Fri. 08/01 – Tech IPO’s Are Back On The Menu, Boys…

Well, it looks like Tech IPO’s might be back on the menu because Figma’s first day pop was like the good old days. Anthropic seems to be getting traction, OpenAI raises again. Earnings from Apple and Amazon, and of course, th...
July 31, 2025

Thu. 07/31 – Microsoft Joins The $4 Trillion Club

Microsoft and Meta earnings suggest AI is paying off so far, at least for the big guys. Has OpenAI’s revenues tripled so far in 2025? Devs are using AI more than ever, but that doesn’t mean they trust it. And at the end of th...
July 30, 2025

Wed. 07/30 – The Real Money In AI Video Is In Robotics?

Age verification for web users is sweeping the globe. ChatGPT debuts a study mode for students. What, exactly is Zuckerberg trying to achieve by hiring everyone in AI? Maybe Cohere is the real dark horse in the AI model race....
July 29, 2025

Tue. 07/29 – Do You Need To Cut Back On Your AI Usage?

Sony says Tencent has ripped off one of their biggest games. Microsoft wants to get ahead of the whole AI browser thing. Are rate limits coming for AI usage as some people are using AI too much? Waymo is coming to Dallas. And...
July 28, 2025

Mon. 07/28 – Tea Has Been Spilt

Samsung’s foundry business gets a shot in the arm from Tesla. Zuck’s hiring spree nabs a Chat GPT creator. Anthropic is raising and leveling up in a big way. And no sooner did the hot new dating app Tea get hot, then it got h...
July 25, 2025

Fri. 07/25 – GPT-5 In Two Weeks?

Could Intel exit the high-end chip game entirely? Why are public companies loading up on crypto? GPT-5 is probably coming in a matter of weeks. What if it’s actually AI jobpocalypse… not now? And in the Longreads, the best ex...