Episode (200)
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Is AI About To Get More Expensive
Mar 30, 2026With everyone suddenly chasing Anthropic, are we getting strong signals AI is about to get more expensive? The dream of pairing AI models against each other and asking them to fight. We really are get...
AI Step-Change Alert!
Mar 27, 2026Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying ...
Social Media’s “Big Tobacco” Moment?
Mar 26, 2026The big ruling from that big social media trial is in and it could have big implications for big tech going forward. Wikipedia bans the use of AI for creating Wikipedia entries. GitHub is about to tra...
Sora Sinks
Mar 25, 2026OpenAI is abandoning Sora to do the big refocus they’ve been signaling. Meta is starting to rack up the losses in court. Is China going to block the Manus acquisition by Meta from going through? They’...
Your Router Is Likely Banned
Mar 24, 2026Buying an internet router made outside the US is now verboten. Claude can now basically fully use your computer for you. More layoffs and surprising production cuts in the gaming industry. And the two...
Zuck’s Personal AI Agent
Mar 23, 2026Mark Zuckerberg has spun up his own AI bot to do his job for him. Or help him do his job quicker, I guess. OpenAI hires an ad guru from Meta. Elon loses a case. Maybe some managers actually want you t...
AI Superapps
Mar 20, 2026OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google Search in that innovator’s dilemma way. And in th...
The AI Race Is Now A Land Grab For Dev And Design Work
Mar 19, 2026In three parts I’ll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully embraces our new prediction market overlords. Even i...
Crypto Gets Its Rulebook
Mar 18, 2026At long last, the government has issued guidance to crypto on what is or is not allowed. The blowup from gamers has caused Jensen to push back. A tale of contrasting IPOs from wildly different industr...
Westworld For Real
Mar 17, 2026All the headlines from Nvidia’s big event yesterday. Can Apple make fetch happen with foldable phones cause nobody else seems to be able to. One hour deliveries is the new, screw it, we’re doing five ...