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121
The Albanian Army Wins!

The Albanian Army Wins!

Dec 05, 2025

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...

122
Meta To Abandon The Metaverse?

Meta To Abandon The Metaverse?

Dec 04, 2025

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...

123
Not Great, Bob!

Not Great, Bob!

Dec 03, 2025

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 ...

124
Sam Altman Declares A “Code Red”

Sam Altman Declares A “Code Red”

Dec 02, 2025

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 ...

125
Is Nvidia In Trouble?

Is Nvidia In Trouble?

Dec 01, 2025

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 anym...

126
(BNS) Susan Lyne Part 2

(BNS) Susan Lyne Part 2

Nov 28, 2025

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...

127
(BNS) Susan Lyne Part 1

(BNS) Susan Lyne Part 1

Nov 27, 2025

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 helpi...

128
Polymarket Is Street Legal

Polymarket Is Street Legal

Nov 26, 2025

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....

129
Is OpenAI In Trouble?

Is OpenAI In Trouble?

Nov 25, 2025

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...

130
Where Does That X Account Live?

Where Does That X Account Live?

Nov 24, 2025

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 ...

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