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Fri. 03/28 – CoreWeave’s Weak IPO Mar 28, 2025

Show notes

Move big moves in the gaming space. But we need to talk about that CoreWeave IPO. It. Didn’t. Go. Well. Facebook has a shocking idea: what if you could see what your friends were up to? Anthropic says it’s getting close to understanding how LLM’s actually work. And, of course, the Weekend Longreads Suggestions.

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‘Assassin’s Creed’ Maker Ubisoft Jumps After Games Carve Out (Bloomberg)
CoreWeave prices IPO at $40 a share, below expected range (CNBC)
CoreWeave’s Shaky IPO Signal (The Information)
Facebook Returns to Its Roots: Showing Posts From Friends and Family (NYTimes)
Thoughts on setting policy for new AI capabilities (Joanne Jang)
Anthropic makes a breakthrough in opening AI’s ‘black box’ (Fortune)

Weekend Longreads Suggestions:

YouTube Video Of My Essay

Thu. 03/27 – AI Studio Ghibli Mar 27, 2025

Show notes

Everyone is using that new ChatGPT image generator to make Miyazaki memes. Google is taking Android development private. Are we seeing signs of an AI datacenter pullback? Now even you can do extra gig work for Instacart. And quantum computers seem to have cracked truly random random number generators.

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OpenAI’s viral Studio Ghibli moment highlights AI copyright concerns (TechCrunch)
OpenAI CEO Responds to ChatGPT Users Creating Studio Ghibli-Style AI Images (Variety)
Exclusive: Google will develop the Android OS fully in private, and here's why (AndroidAuthority)
Microsoft Abandons Data Center Projects, TD Cowen Says (Bloomberg)
China built hundreds of AI data centers to catch the AI boom. Now many stand unused. (MIT Technology Review)
Apple chips will be made in US at faster pace, says TSMC (9to5Mac)
Instacart will pay shoppers to take videos of store shelves (The Verge)
JPMorgan Says Quantum Experiment Generated Truly Random Numbers (Bloomberg)

Wed. 03/26 – The Day Of AI Announces Mar 26, 2025

Show notes

It’s all AI today basically. New Gemini “thinking” models. New “deep reasoning” agents for Copilot. But the really big news is the new image generator from OpenAI. Fidelity wants to get in the stablecoin business. And if Europe wants to create its own Starlink, it’s got some serious hurdles to overcome.

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Tue. 03/25 – Napster Lives! Again! Mar 25, 2025

Show notes

Looks like the EU is bringing down the hammer on Meta. Waymo’s next city is Washington DC. Napster continues to live! And it has a new owner! Maybe domestic chip production can be cost competitive? And what happens if Europe decouples from Silicon Valley?

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Mon. 03/24 – 23andMe Enters The Deadpool Mar 24, 2025

Show notes

23andMe files for Chapter 11 bankruptcy. Are mergers and acquisitions officially back on the menu of Silicon Valley? Are cameras coming to the Apple Watch? Devs, does your AI experience line up with your peers? And how Broadway is using AI live translation to reach new audiences.

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DNA Tester 23andMe Files Bankruptcy to Sell Firm, CEO Quits (Bloomberg)
Big Startup Deals Soar to $55 Billion, Passing Quarterly Record (Bloomberg)
Ticket reseller StubHub files for an IPO (Axios)
AI Chip Startup FuriosaAI Rejects Meta’s $800 Million Offer (Bloomberg)
Google is rolling out Gemini’s real-time AI video features (The Verge)
Apple Working on Turning Watches Into AI Devices With Cameras (Bloomberg)
How Software Engineers Actually Use AI (Wired)
New York’s longest-running play offers AI-powered live translations to attract new audiences (Semafor)

Fri. 03/21 – A Look At LibGen Mar 21, 2025

Show notes

That whole thing with Meta allegedly scraping all the world’s books using LibGen is back in the news. Cloudflare is fighting AI scraping with AI slop. A super interesting executive shakeup at Apple. And, of course, the Weekend Longreads Suggestions.

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Links:

The Unbelievable Scale of AI’s Pirated-Books Problem (The Atlantic)
Cloudflare builds an AI to lead AI scraper bots into a horrible maze of junk content (The Register)
Apple Shuffles AI Executive Ranks in Bid to Turn Around Siri (Bloomberg)
Gmail rolling out AI-powered ‘Most relevant’ search update (9to5Google)

Weekend Longreads Suggestions:

How the AI Boom Created the Most Valuable Monopolies in History (Bloomberg)
One Man’s Crypto Windfall Is Funding a $1 Billion Space Station Dream (Bloomberg)

Thu. 03/20 – Is Apple In Its “Vista” Era? Mar 20, 2025

Show notes

SoftBank acquires a chip making startup. Nvidia says it hasn’t been approached to help save Intel. OpenAI announces another expensive AI tier. Apple TV+ is losing more than a billion dollars a year. And do Apple’s recent stumbles indicate their where Microsoft was in the Windows Vista era?

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SoftBank Seals $6.5 Billion Deal for Chip Designer Ampere (Bloomberg)
Nvidia CEO says company has not been asked to buy a stake in Intel (Reuters)
Nvidia to spend hundreds of billions on US supply chain, says chief (FT)
A First Look at How Apple’s C1 Modem Performs With Early Adopters (Ookla)
OpenAI’s o1-pro is the company’s most expensive AI model yet (TechCrunch)
Apple Streaming Losses Top $1 Billion a Year (The Information)
Apple innovation and execution (Benedict Evans)

Wed. 03/19 – Nvidia Wants To Change All Of Computing Mar 19, 2025

Show notes

The EU Commission has brought the hammer down on Apple and Google at the same time. All the big news from Nvidia’s big event yesterday. More details on that Google/Wiz deal. Two new Pebble smartwatches and Google’s new entry-level Pixel… that you can’t preorder yet.

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Links:

EU sends Apple first DMA interoperability instructions for apps and connected devices (TechCrunch)
Google Search charged with breaking EU antitrust rules (The Verge)
Nvidia announces Blackwell Ultra and Rubin AI chips (CNBC)
The key takeaways from Nvidia CEO Jensen Huang’s GTC keynote (SiliconAngle)
NVIDIA GTC 2025 – Built For Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math, Feynman (SemiAnalysis)
Google's $32 billion deal for Wiz accelerated under Trump, sources say (Reuters)
The first new Pebble smartwatches are coming later this year (The Verge)
The Pixel 9A is a midrange phone that actually looks like a good deal (The Verge)

Tue. 03/18 – The Big M&A Test I Was Waiting For Mar 18, 2025

Show notes

We get that first big test of M&A I was looking for as Alphabet acquires Wiz. Is Roku going to force us to watch ads just to turn on our TVs? The AI coding assistant space continues to be hot. The breakthrough in electric vehicle charging that could really change the game. And what exactly does Lumon Industries do?

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Links:

Google Strikes $32 Billion Deal for Cybersecurity Startup Wiz (WSJ)
“Awful”: Roku tests autoplaying ads loading before the home screen (Ars Technica)
Critical RCE flaw in Apache Tomcat actively exploited in attacks (Bleeping Computer)
Cognition AI Hits $4 Billion Valuation in Deal Led by Lonsdale’s Firm (Bloomberg)
BYD Shares Jump to Record on Five-Minute EV Battery Charging (Bloomberg)
They Named Their Companies Lumon. Then ‘Severance’ Aired. (WSJ)

Mon. 03/17 – Europe Wants To Ween Itself Off Silicon Valley Mar 17, 2025

Show notes

Europe wants to ween itself off of foreign big tech. Could this be the sign of a future rift with Silicon Valley? The weird case of Rippling versus Deel. Klarna lands a big fish. What the Coreweave IPO could mean for tech. And how the new iPhone Air signals a big hardware design change at Apple.

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