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AI Business Bigger Than The Smartphone Business?
Will 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 busi…
Published on 2 weeks ago
Thu. 08/14 – An Apple Pixar Lamp?
New 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 h…
Published on 2 weeks, 1 day ago
Wed. 08/13 – Perplexity Wants To Acquire Chrome
Perplexity 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 …
Published on 2 weeks, 1 day ago
Tue. 08/12 – Elon To Sue Apple To Get At Sam?
Elon 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 WI…
Published on 2 weeks, 3 days ago
Mon. 08/11 – Nvidia To Pay The Government To Sell In China
Nvidia 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 …
Published on 2 weeks, 4 days ago
(BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky
I 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 spendi…
Published on 2 weeks, 6 days ago
Fri. 08/08 – GPT-5 Fallout
Tracking 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 …
Published on 3 weeks ago
Thu. 07/08 – GPT-5 Released
All the news around the big unveiling of GPT-5. President Trump calls on the CEO of Intel to “resign immediately.” Also, the threat of 100% tariffs on chips and semiconductors. But Apple gets a pass …
Published on 3 weeks, 1 day ago
Wed. 08/06 – OpenAI’s Open-Weight Models
Disney is making big streaming moves with the new ESPN app and a revamp to Hulu. Then, it’s all basically AI announces. OpenAI’s new open-weight models. Grok’s new spiciness is already generating nud…
Published on 3 weeks, 2 days ago
Tue 08/05 – Spygate At TSMC?
TSMC has fired employees for allegedly attempting to pilfer information on their 2nm tech. Figma could have raised more money in its IPO but chose not to. Creating entire video game worlds with just …
Published on 3 weeks, 3 days ago