Podcast Episodes

Thu. 01/30 – Everyone Reports Earnings But Wall Street Only Wants Capex Answers.

Meta and Microsoft reported earnings, but all Wall Street cared about was getting Capex updates. Meta settles with… the President. Waymo’s expansion continues apace. Why Masa Son is the perfect white…

Published on 11 months, 1 week ago

Wed. 01/29 – OpenAI Says: No Copying!

Essentially, OpenAI suspects that DeekSeek might have copied them. I’ll explain the term, “distillation.” Could you soon be able to connect to Starlink on your iPhone? Is Comcast about to make the In…

Published on 11 months, 1 week ago

Tue. 01/28 – Day 2 Of The DeepSeek Era

More fallout from the DeepSeek realignment of everybody’s thinking about AI. Could this be a signal that the large model business model is over and value is going to be in the application layer? Pebb…

Published on 11 months, 1 week ago

Mon. 01/27 – Why DeepSeek Has Stunned Silicon Valley (And Wall Street)

It’s one of those days where there’s only one story. Maybe you saw that tech stocks got obliterated today. I’m here to tell you why. It’s solely because of DeepSeek and Chinese AI tech generally. How…

Published on 11 months, 1 week ago

Fri. 01/24 – Operator AI

OpenAI releases its agentic bot that can do things on your behalf on your computer. Has the Stargate controversy driven a rift between Musk and Trump? Will the US government create a strategic crypto…

Published on 11 months, 2 weeks ago

Thu. 01/23 – “Humanity’s Last Exam”

Ok, that whole AI datacenter joint venture thing seems to have gotten messy. A ByteDance board member thinks TikTok might have a way out without selling. Netflix rakes in a bunch of Oscar nominations…

Published on 11 months, 2 weeks ago

Wed. 01/22 – The Galaxy S25 Lineup

All the headlines from today’s Samsung event, including the S25 lineup. The Silk Road creator gets a pardon. A huge joint venture for a new AI datacenter effort. Will Elon take half of TikTok and the…

Published on 11 months, 2 weeks ago

Tue. 01/21 – TikTok Lives?

Alright, I’ll sum up everything that happened this weekend with TikTik, but also get to all of the changes the new Trump administration has made, which is relating to tech, in just the past 24 hours.…

Published on 11 months, 2 weeks ago

(BNS) Senator Ron Wyden On TikTok, AI, Regulation And His New Book

I speak to Senator Ron Wyden about the TikTok ban, AI and regulation, tech regulation in general, and his new book: It Takes Chutzpah: How to Fight Fearlessly for Progressive Change

See Privacy Policy…

Published on 11 months, 2 weeks ago

Fri. 01/17 – TikTok Loses In The Supreme Court

The Supreme Court rules against TikTok, but at this point, I think this is all kabuki theater. Somehow TikTok is going to survive. Bumble’s founder returns to the company. Is Apple Intelligence reall…

Published on 11 months, 3 weeks ago