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111
TikTok Sold (Again) (?)

TikTok Sold (Again) (?)

Dec 19, 2025

Has TikTok finally been sold, episode number 47… The Pennsylvania supreme court says police don’t need a warrant to read your search history. YouTube terminates some big accounts over AI usage. A new ...

112
China’s EUV Machine?

China’s EUV Machine?

Dec 18, 2025

Has China cracked a major puzzle for chip parity? Trump Media merges with a… Fusion Energy startup? Coinbase continues its efforts to let you trade everything. OpenAI is turning on the fundraising aft...

113
Now It’s Amazon’s Turn To Invest In OpenAI

Now It’s Amazon’s Turn To Invest In OpenAI

Dec 17, 2025

ChatGPT ups its image generation game. Now it’s Amazon’s turn to invest in OpenAI. WBD says it still wants to go with the Netflix offer. Waymo’s raising money again. And the new AI sort of newsletter ...

114
The Pivot To AI Datacenters

The Pivot To AI Datacenters

Dec 16, 2025

Tech continues to be a major geopolitical stumbling block, this time with the UK. Are we currently in the midst of the second mini-tech recession of the year? If Ford can pivot from EV’s to servicing ...

115
The Roomba Hits The Wall

The Roomba Hits The Wall

Dec 15, 2025

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 ...

116
GPT-5.2 As OpenAI’s Attempt To Change The Narrative

GPT-5.2 As OpenAI’s Attempt To Change The Narrative

Dec 12, 2025

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....

117
Disney Invests In OpenAI

Disney Invests In OpenAI

Dec 11, 2025

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...

118
Algorithmic Pricing?

Algorithmic Pricing?

Dec 10, 2025

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...

119
Nvidia Back In China… Maybe

Nvidia Back In China… Maybe

Dec 09, 2025

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 ...

120
Netflix Faces Hostility

Netflix Faces Hostility

Dec 08, 2025

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...

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