Podcast Episodes
Back to SearchThe Pivot To AI Datacenters
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…
Published on 2 weeks ago
The Roomba Hits The Wall
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…
Published on 2 weeks, 1 day ago
GPT-5.2 As OpenAI’s Attempt To Change The Narrative
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…
Published on 2 weeks, 4 days ago
Disney Invests In OpenAI
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 Dat…
Published on 2 weeks, 5 days ago
Algorithmic Pricing?
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 sta…
Published on 2 weeks, 6 days ago
Nvidia Back In China… Maybe
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…
Published on 3 weeks ago
Netflix Faces Hostility
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 ye…
Published on 3 weeks, 1 day ago
The Albanian Army Wins!
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 …
Published on 3 weeks, 4 days ago
Meta To Abandon The Metaverse?
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 …
Published on 3 weeks, 5 days ago
Not Great, Bob!
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…
Published on 3 weeks, 6 days ago