Episodes

Feb. 10, 2025

Mon. 02/10 – How Sam Altman Outflanked Elon Musk?

According to the Super Bowl ad I saw last night, anyone can use Starlink on their phone soon, not just T-Mobile users. Was this the Super Bowl of crypto-betting? Are we seeing the first signs that AI is stealing jobs from tech workers? And a behind the scenes tale of how Sam Altman outflanked Elon …
Feb. 8, 2025

(Omnibus) Week Of 02/03/2025

(Omnibus) Week Of 02/03/2025
Feb. 7, 2025

Fri. 02/07 – UK Backdoor Into iPhones?

Is the UK government about to force Apple to put backdoors into all of our iPhones? Tallying up the Tech Earnings week of CAPEX announcements. We might get a new iPhone next week. The Weekend Longreads suggestions. And listen to the end of the show cause I’m running an experiment.
Feb. 6, 2025

Thu. 02/06 – A $50 (!!) AI Model?

Now researchers say they have trained a cutting edge AI model for… checks notes… $50. Not $50 million dollars. $50. Dollars. Get ready for the superbowl of AI ads. Amazon has scheduled an Alexa AI event. And also, why does Amazon fail so hard when it comes to physical retail?
Feb. 5, 2025

Wed. 02/05 – Shein And Temu In Deep Trouble

Temu And Shein got a reprieve from the USPS, but they are still in deep, deep trouble. I’ll explain why. Alphabet earnings disappoint their investors but cheer investors of Nvidia. Google and Meta going in different directions when it comes to AI. And why are people increasingly refusing to pay ran…
Feb. 4, 2025

Tue. 02/04 – Uncle Sam As A VC?

Is the US government about to get into, or at least, heavily impact the VC investing business? Apparently, the trade war with China is still on. The resurrection of Twitterific. And how Spotify has quietly stopped investing, and started getting real about profitability.
Feb. 3, 2025

Mon. 02/03 – OpenAI Deep Research

OpenAI unveils Deep Research, an AI agent just for that. I’ll explain. Are Shein and Temu first up to feel the brunt of the new Trump tariffs? Apple canceled the AR project I assumed they would be pivoting toward. And the Beatles won a Grammy last night with the first AI augmented song to ever win …
Feb. 1, 2025

(BNS) Terra Trust And How To Build In Uncertain Times

If the entire world shifts after you launch your startup, what do you do? Terra Trust founder Mike DiPetrillo tells you how to do it. What was our original use-case? DOUBLE DOWN on what you do well.
Jan. 31, 2025

Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks

Apple’s earnings are decidedly mixed. Mark Zuckerberg’s complaints about everything he says leaking… leaked, and there are a lot of interesting details in those leaks. Looks like the SoftBank and OpenAI courtship is a serious one, and if the marriage happens, looks like Arm Holdings can be leverage…
Jan. 30, 2025

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 knight for OpenAI. And AI IS copyrightable.
Jan. 29, 2025

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 Internet… better? And the hopeful return of commercial supersonic flight.
Jan. 28, 2025

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? Pebble lives! Spotify says it pays out tons, but does it really? And the network of AI local news newsle…
Jan. 27, 2025

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 this tech is making people think twice about the AI boom, what DeepSeek did that is different and h…
Jan. 24, 2025

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 stockpile? And, of course, the Weekend Longreads Suggestions.
Jan. 23, 2025

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. And humanity’s final exam has been formulated to see when AI has actually graduated to true intell…
Jan. 22, 2025

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 US the other half? And guess what? Netflix is raising prices again.
Jan. 21, 2025

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. How folks are trying to eat TikTok’s lunch. Should Apple buy Sonos? And the IMDB loses its founder …
Jan. 18, 2025

(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
Jan. 17, 2025

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 really working for anyone? Does anyone care that the Chinese have allegedly hacked everything at this poi…
Jan. 16, 2025

Thu. 01/16 – Nintendo Switch 2

Nintendo finally takes the wraps off the Switch 2. Everybody seems to want to give TikTok more time, but can they find a way to do it? A big new AI research lab. A check in with Nothing. The company, I mean. And the weird story of when Walgreens tries to replace refrigerator doors with smartscreens.
Jan. 15, 2025

Wed. 01/15 – SEC Sues Elon Musk

The SEC is suing Elon Musk. Big AI insertions in Microsoft Copilot, Google Workspace and even LinkedIn. How TikTok plans to handle the immediate aftermath of a shutdown. Another new Instagram alternative. And have your AirPods been misbehaving? Here’s what Apple did without telling anyone.
Jan. 14, 2025

Tue. 01/14 – Could Elon Buy TikTok?

Break out your 2025 headline bingo cards. Did you have Elon Musk maybe buying TikTok on there? You’re a better bingo player than I am. Is the EU going to back off Tech in the Trump era? More layoffs come to Meta. The big streaming sports play that isn’t gonna happen now. And why is Barcelona a hub …
Jan. 13, 2025

Mon. 01/13 – Nvidia Isn’t Happy With New Chip Rules

The Biden administration unveils its long planned new chip export rules, and Nvidia isn’t happy. That whole botched Sonos app debacle has cost the CEO his job. Why we might not see blockbuster tech IPOs this year. Why some of Nvidia’s customers are returning Blackwell chips. And say hello to China’…
Jan. 11, 2025

(BNS) Simon Willison And SWYX Tell Us Where AI Is In 2025

The great Simon Willison joins SWYX and I to talk about everything we learned about LLMs in 2024, and what the state of AI is generally, as we go into 2025. Here is Simon's blog post we keep referring to: https://simonwillison.net/2024/Dec/31...