Episode (200)
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The Pixel 10 Smartphone Unveiling
Aug 20, 2025All 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 h...
Chamath Is Back In The Arena
Aug 19, 2025Masa 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...
Meta’s Smart Headware Push
Aug 18, 2025Meta 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 goin...
AI Business Bigger Than The Smartphone Business?
Aug 15, 2025Will 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 busin...
Thu. 08/14 – An Apple Pixar Lamp?
Aug 14, 2025New 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 ha...
Wed. 08/13 – Perplexity Wants To Acquire Chrome
Aug 14, 2025Perplexity 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 t...
Tue. 08/12 – Elon To Sue Apple To Get At Sam?
Aug 12, 2025Elon 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 WIT...
Mon. 08/11 – Nvidia To Pay The Government To Sell In China
Aug 11, 2025Nvidia 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 t...
(BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky
Aug 09, 2025I 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 spendin...
Fri. 08/08 – GPT-5 Fallout
Aug 08, 2025Tracking 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 t...