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161
A $300 Trillion Oopsie

A $300 Trillion Oopsie

Oct 16, 2025

So, a huge, huge, like bigger than the entire world’s GDP fat finger episode in the world of stablecoins. Zuck has poached another one from Apple. Potentially huge state sponsored hack of a key infras...

162
M5 Chips Are Here

M5 Chips Are Here

Oct 15, 2025

The new Apple M5 chips are here, and I’ll tell you what devices got them and what they can do. ChatGPT wants to allow you to have sexy time. Waymo is coming to London. Netflix wants to bring podcasts ...

163
Sam Altman’s Financial Engineering

Sam Altman’s Financial Engineering

Oct 14, 2025

The Dutch government has taken control of a Dutch chipmaker that had Chinese owners. Yet another big OpenAI deal, this time with Broadcom. The first AI desktop workstations are arriving. And we check ...

164
(BNS) Jennifer Hyman Of Rent The Runway

(BNS) Jennifer Hyman Of Rent The Runway

Oct 13, 2025

Jenn Hyman shares her journey from early influences of entrepreneurship to founding Rent the Runway. She discusses the impact of the internet on her career, the challenges of fundraising during a rece...

165
China’s Getting Tetchy Again

China’s Getting Tetchy Again

Oct 10, 2025

China is stirring the pot on the tech trade wars once again. Sora has grown faster than even ChatGPT did. Is OpenAI now better at vibe coding than Anthropic is? How just a handful of malicious documen...

166
Intel Punches Back

Intel Punches Back

Oct 09, 2025

Intel tries to punch its way back to relevancy with the release of Panther Lake, the first chip built on its 18A process. Is Cursor so successful it’s about to rocket to a $30 billion valuation? Big r...

167
The AI Concern Committee Is Back

The AI Concern Committee Is Back

Oct 08, 2025

More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they’ve raised to pay off lawsuits since they can’t g...

168
OpenAI Wants To Be The Windows Of AI

OpenAI Wants To Be The Windows Of AI

Oct 07, 2025

Forget building apps on TOP of ChatGPT, now they’ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era. The prediction market market continues to explod...

169
OpenAI’s Big AMD Deal

OpenAI’s Big AMD Deal

Oct 06, 2025

Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is driving up prices for memory and storage chips. And...

170
(BNS) How Snowflake Wrote The GTM Playbook

(BNS) How Snowflake Wrote The GTM Playbook

Oct 04, 2025

Make It Snow is Snowflake’s go-to-market playbook, told by longtime CRO Chris Degnan and CMO Denise Persson. The central idea: sales and marketing must operate as “one brain in two bodies.” The takea...

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