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Episodes
Tipping Point In The AI Horse Race?
07 Apr 2026
Contributed by Lukas
Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold r...
Ain’t No Drama Like AI Drama
06 Apr 2026
Contributed by Lukas
There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw?...
The Biography Of Demis Hassabis
03 Apr 2026
Contributed by Lukas
This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Mac...
SpaceX Is Ready For IPO Liftoff
02 Apr 2026
Contributed by Lukas
SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft mak...
Anthropic’s Laundry Has Been Aired
01 Apr 2026
Contributed by Lukas
OpenAI closes a monster round, but does Anthropic continue to steal their thunder? Is that Anthropic code leak from yesterday a bigger deal for them t...
Will Iran Target Tech?
31 Mar 2026
Contributed by Lukas
Is the Iran war coming for US tech companies specifically? Meta unveils new smartglasses. A leak gives us a look at how Claude Code works. SpaceX is l...
Is AI About To Get More Expensive
30 Mar 2026
Contributed by Lukas
With everyone suddenly chasing Anthropic, are we getting strong signals AI is about to get more expensive? The dream of pairing AI models against each...
AI Step-Change Alert!
27 Mar 2026
Contributed by Lukas
Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI alr...
Social Media’s “Big Tobacco” Moment?
26 Mar 2026
Contributed by Lukas
The big ruling from that big social media trial is in and it could have big implications for big tech going forward. Wikipedia bans the use of AI for ...
Sora Sinks
25 Mar 2026
Contributed by Lukas
OpenAI is abandoning Sora to do the big refocus they’ve been signaling. Meta is starting to rack up the losses in court. Is China going to block the...
Your Router Is Likely Banned
24 Mar 2026
Contributed by Lukas
Buying an internet router made outside the US is now verboten. Claude can now basically fully use your computer for you. More layoffs and surprising p...
Zuck’s Personal AI Agent
23 Mar 2026
Contributed by Lukas
Mark Zuckerberg has spun up his own AI bot to do his job for him. Or help him do his job quicker, I guess. OpenAI hires an ad guru from Meta. Elon los...
AI Superapps
20 Mar 2026
Contributed by Lukas
OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google...
The AI Race Is Now A Land Grab For Dev And Design Work
19 Mar 2026
Contributed by Lukas
In three parts I’ll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully ...
Crypto Gets Its Rulebook
18 Mar 2026
Contributed by Lukas
At long last, the government has issued guidance to crypto on what is or is not allowed. The blowup from gamers has caused Jensen to push back. A tale...
Westworld For Real
17 Mar 2026
Contributed by Lukas
All the headlines from Nvidia’s big event yesterday. Can Apple make fetch happen with foldable phones cause nobody else seems to be able to. One hou...
The Mother Of All Meta Layoffs?
16 Mar 2026
Contributed by Lukas
Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside t...
Is Avocado… Toast?
13 Mar 2026
Contributed by Lukas
Meta’s big new AI model is delayed because they still can’t get to state of the art. The social media addiction trial is winding down. All the vid...
AI Makes Google Maps Sound Much Better
12 Mar 2026
Contributed by Lukas
More AI inspired job cuts. I gotta say, adding AI to Google Maps makes it sound like it might work much, much better. A new entrant into the AI health...
The New King Of All Media
11 Mar 2026
Contributed by Lukas
Sources say the US government is investigating Binance around Iranian sanction evasion. Meta is helping authorities worldwide crack down on scammers. ...
Meta Plumps For Bot Social Networks
10 Mar 2026
Contributed by Lukas
Meta moves for the social network for AI bots. Code Review for Claude Code seems to be like another revolution for the software development industry. ...
Claude 365
09 Mar 2026
Contributed by Lukas
Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscale...
Silicon Valley Circling The Wagons Around Anthropic?
06 Mar 2026
Contributed by Lukas
Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering lay...
Dr. ChatGPT Isn’t Quite There Yet
05 Mar 2026
Contributed by Lukas
Is the long war between Google and Epic Games finally over? OpenAI wants you to know its revenue numbers are also stellar. Maybe ChatGPT isn’t so gr...
The MacBook Neo
04 Mar 2026
Contributed by Lukas
Apple unveils its Chromebook sort of competitor, the MacBook Neo. Anthropic might be the fastest growing startup in history. Polymarket will no longer...
Anyone Want To Give Me A Betting Market Tip?
03 Mar 2026
Contributed by Lukas
Apple continues its week of product refreshes, now with MacBooks, now with new M5 Pro and M5 Max chips. People continue to get rich frontrunning news ...
The Week Of Apple Updates (Corrected)
02 Mar 2026
Contributed by Lukas
Apparently, it’s going to be a week of Apple updates and it kicks off with the iPhone 17e and an M4 iPad Air. AWS service is struggling in the Middl...
The Friday Of All The Headlines
27 Feb 2026
Contributed by Lukas
I’ve got everything for you today. OpenAI closed its round. Anthropic draws a line with the Pentagon and Sam Altman supports it. A huge AI inspired ...
An AI Has A Substack
26 Feb 2026
Contributed by Lukas
Nano Banana 2 is here already. Nvidia tries to assure everybody there IS no bubble. Marc Benioff tries to assure everybody there IS not SaaS-pocalypse...
Galaxy Unpacked
25 Feb 2026
Contributed by Lukas
The new Galaxy S26 lineup is here. Remote control for Claude is here. But is Anthropic about to wash its hands when it comes to working with the Penta...
The AI Essays Are Moving Markets
24 Feb 2026
Contributed by Lukas
That AI essay I shared with you yesterday sure got Wall Street’s attention. Anthropic says Chinese models are training off of Claude. A significant ...
Sam Says Some Things
23 Feb 2026
Contributed by Lukas
Sam Altman has a lot of stuff to say about AI and let’s just say comms needs to have a quiet word with him. SaaS may or may not be dead, but is the ...
When AI Breaks Things
20 Feb 2026
Contributed by Lukas
When your AI bot breaks your operations, even when you’re AWS. More on OpenAI’s hardware plans. Hey, remember Perplexity? What’s up with them? I...
A Canticle For Leibowitz
19 Feb 2026
Contributed by Lukas
Gemini is getting with the increased cadence of AI releases. Honestly, can we even keep up at this point? A dispatch from the social media trial as Zu...
New Pixel
18 Feb 2026
Contributed by Lukas
New pixel phone. A bunch of new AI models including Gemini’s entry into the music AI space. Everybody is trying to make AI fetch happen in India. An...
AI Gettin' SaaS-y
17 Feb 2026
Contributed by Lukas
The big regulatory guns are out for Grok. Memory chip shortage now hit the Steam Deck. Manus is already coming to your favorite messaging app. Turns o...
OpenAI Grabs OpenClaw’s Creator
16 Feb 2026
Contributed by Lukas
OpenClaw’s creator is joining OpenAI, but the OpenClaw project lives on. The AI-caused memory shortage might delay the next Playstation. Is the Pent...
How To AI With WSJ's Chris Mims
14 Feb 2026
Contributed by Lukas
Buy Chris' book: How To AI Learn more about your ad choices. Visit megaphone.fm/adchoices
Anthropic Makes Its Move
13 Feb 2026
Contributed by Lukas
Anthropic raises the second largest financing round of all time. Other AI players are beginning to show hockey stick revenue growth. Meta wants to add...
Pour Moi, C'est Le Déluge
12 Feb 2026
Contributed by Lukas
Aaannddd…. Right on time here come the Chinese AI models. Elon Musk kicks off a major reorg of xAI. Google is warning of AI distillation attacks. Ne...
The “Covid Moment” For AI?
11 Feb 2026
Contributed by Lukas
Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More...
The “Covid Moment” For AI?
11 Feb 2026
Contributed by Lukas
Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More...
AI: Better, Faster, Stronger… Or Just Working Harder?
10 Feb 2026
Contributed by Lukas
So, have you hit the ads in ChatGPT yet, cause they’re there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chine...
The AI Superbowl
09 Feb 2026
Contributed by Lukas
Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL ...
Piracy Is Back!
06 Feb 2026
Contributed by Lukas
Claude Opus 4.6 arrives to crown Anthropic’s very good week, at least, for them it was good. You thought tech was spending big to build out for AI, ...
Is Software Eating The World Being Eaten By AI?
05 Feb 2026
Contributed by Lukas
Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of so...
(BNS) Ring Founder Jamie Siminoff
04 Feb 2026
Contributed by Lukas
Check out Jaime's book: Ding Dong: How Ring Went From Shark Tank Reject To Everyone's Front Door Learn more about your ad choices. Visit megaphone.fm...
SpaceX Acquires xAI
03 Feb 2026
Contributed by Lukas
As SpaceX acquires xAI, all of Elon’s companies under one umbrella is pretty much an inevitability isn’t it? What is with this weird game of chick...
Is Jensen Worried About OpenAI?
02 Feb 2026
Contributed by Lukas
Is Nvidia going through with their massive OpenAI investment or not? Does Apple have what it takes to win in the AI era or not? Is Elon the only one w...
Elon Might Just Merge All His Companies Into One
30 Jan 2026
Contributed by Lukas
Apple does a big acquisition. OpenAI is racing to IPO. Elon might just merge all his companies into one. Google’s Project Genie is the latest thing ...
Clawdbot Is Now Moltbot
29 Jan 2026
Contributed by Lukas
Meta earnings good. The street like the AI spending. Microsoft earnings bad. Why is growth in their cloud business not as robust all of the sudden? El...
The Amazon Layoffs
28 Jan 2026
Contributed by Lukas
The Amazon layoffs showed up on schedule. Is Tether behind the rise in the price of gold? A new type of privacy screen tech from Samsung. Elon wants t...
Is TikTok’s Algo Changing?
27 Jan 2026
Contributed by Lukas
I think we have to gird ourselves for a slew of Chinese AI releases in the coming weeks. Are AI inspired layoffs poised to sweep the tech industry? Me...
Now We Have The Clawdbot
26 Jan 2026
Contributed by Lukas
Did you even notice that new TikTok privacy policy over the weekend? AirTags finally have a second generation. Microsoft confirms it will give out you...
MAYBE TikTok Is A Done Deal (This Time?)
23 Jan 2026
Contributed by Lukas
Ok, ok, maybe the whole TikTok thing is a done deal at long last? Amazon is planning another major round of layoffs. Are Epic Games and Google doing a...
Apple’s Wearable AI Pin
22 Jan 2026
Contributed by Lukas
Apple is developing their own AI wearable, the size of an AirTag. Anthropic overhauls Claude’s constitution. South Korea is the latest place to ride...
Elon Says: IPO NOW!
21 Jan 2026
Contributed by Lukas
Anthropic continues to project strength in the AI race. How OpenAI is rolling out ads on ChatGPT. Netflix wants to become TikTok faster than TikTok ca...
The “Assistant Axis”
20 Jan 2026
Contributed by Lukas
Netflix ups its bid with all cash. Sony is spinning off its legendary TV business with TCL. One of the biggest seed rounds I’ve ever heard of. Reels...
Ads Come To ChatGPT
19 Jan 2026
Contributed by Lukas
Ads are finally coming to ChatGPT. Why everyone online can’t stop talking about going on Claude benders. Elon’s case against OpenAI moves forward ...
I’m Calling It: The Metaverse Is Over
16 Jan 2026
Contributed by Lukas
More fallout from the Thinking Machines stuff. I’m officially calling it: I think the Metaverse is over, at least at Meta. Cloudflare continues to m...
Ain’t No Drama Like AI Industry Drama
15 Jan 2026
Contributed by Lukas
Apparently their ain’t no drama like AI industry drama, proven once again by some high-profile defections from Thinking Machine Labs. Grok says it’...
NOT Alright, Alright, Alright
14 Jan 2026
Contributed by Lukas
Nvidia can officially sell its chips in China, but not if China doesn’t let anyone buy them. Tesla will stop selling FSD beginning next month. Matth...
Microsoft Pledges To Pay Its Own Way
13 Jan 2026
Contributed by Lukas
Microsoft tries to calm data center buildout backlash. Layoffs come to the Metaverse. Apple has a new creator subscription package. More implications ...
Siri Goes With Gemini
12 Jan 2026
Contributed by Lukas
Apple announces that its going with Google’s Gemini to power Siri later this year, and Google joins the $4T club on the news. Governments around the...
Grok Still Groking
09 Jan 2026
Contributed by Lukas
Grok dials back the AI image generation thing. Kinda. xAI just raised all that money cause it kinda has to. Looks like the next Deep Seek model is inc...
ChatGPT Health
08 Jan 2026
Contributed by Lukas
Grok and X have been letting people create some risqué and in some cases, probably illegal images, and governments around the world are getting pisse...
CES Day 3
07 Jan 2026
Contributed by Lukas
xAI has raised another monster round. Polymarket has yet another controversy around whether a bet should pay out or not. Could the AI datacenter build...
CES Day Two
06 Jan 2026
Contributed by Lukas
Nvidia launches its next chip platform. AMD says, hey, us too! Also, did you know Nvidia is building self-driving car platforms? Did you know Dell is ...
CES Day 1
05 Jan 2026
Contributed by Lukas
Coming to you live from Las Vegas with the first of the CES madness. More signs that insider betting on prediction markets is going to become somethin...
Manus, The Hands Of Fate
31 Dec 2025
Contributed by Lukas
More on Manus, who they are, how they got positioned to sell, and more on what Meta wants to do with them. Open AI is paying employees more than anyon...
The End Of Year M&A Rush
30 Dec 2025
Contributed by Lukas
This flurry of M&A deals at the end of the year (I have another one to tell you about) are people getting out while the getting is good, or is this ju...
Nvidia Kindacquires Groq
29 Dec 2025
Contributed by Lukas
Nvidia kindaquires Groq I’ll tell you what we think the strategy is here. A shot across my bow that CES is next week. Accountants shut down remote t...
(BNS) The Story Of Toys R Us
26 Dec 2025
Contributed by Lukas
Feel free to check out Rad History if you enjoyed this. Learn more about your ad choices. Visit megaphone.fm/adchoices
(BNS) Top Tech Stories Of 2025 With The Newsworthy
25 Dec 2025
Contributed by Lukas
You can find out more about The Newsworthy here. Learn more about your ad choices. Visit megaphone.fm/adchoices
New Tech Trade War
24 Dec 2025
Contributed by Lukas
Well, turns out my spidey sense was right cause there definitely seems to be a new tech trade war brewing between the US and Europe. Seems like ads ar...
Drone Ban
23 Dec 2025
Contributed by Lukas
I hope you weren’t expecting Santa to leave a drone under the tree this week. Europe is forcing Apple to pair nicely with others. More signs of the ...
Blackouts Take Waymo Out
22 Dec 2025
Contributed by Lukas
Turns out when the lights go out, Waymo’s don’t handle that well. Larry Ellison actually puts his money on the line. Somebody is pirating music li...
TikTok Sold (Again) (?)
19 Dec 2025
Contributed by Lukas
Has TikTok finally been sold, episode number 47… The Pennsylvania supreme court says police don’t need a warrant to read your search history. YouT...
China’s EUV Machine?
18 Dec 2025
Contributed by Lukas
Has China cracked a major puzzle for chip parity? Trump Media merges with a… Fusion Energy startup? Coinbase continues its efforts to let you trade ...
Now It’s Amazon’s Turn To Invest In OpenAI
17 Dec 2025
Contributed by Lukas
ChatGPT ups its image generation game. Now it’s Amazon’s turn to invest in OpenAI. WBD says it still wants to go with the Netflix offer. Waymo’s...
The Pivot To AI Datacenters
16 Dec 2025
Contributed by Lukas
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 t...
The Roomba Hits The Wall
15 Dec 2025
Contributed by Lukas
Your Roomba is circling the drain with iRobot filing for bankruptcy. Remember credit default swaps? Turns out they’re not just for hedging housing a...
GPT-5.2 As OpenAI’s Attempt To Change The Narrative
12 Dec 2025
Contributed by Lukas
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 i...
Disney Invests In OpenAI
11 Dec 2025
Contributed by Lukas
Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinkin...
Algorithmic Pricing?
10 Dec 2025
Contributed by Lukas
Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has De...
Nvidia Back In China… Maybe
09 Dec 2025
Contributed by Lukas
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, a...
Netflix Faces Hostility
08 Dec 2025
Contributed by Lukas
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 exec...
The Albanian Army Wins!
05 Dec 2025
Contributed by Lukas
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 ...
Meta To Abandon The Metaverse?
04 Dec 2025
Contributed by Lukas
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 M...
Not Great, Bob!
03 Dec 2025
Contributed by Lukas
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 domina...
Sam Altman Declares A “Code Red”
02 Dec 2025
Contributed by Lukas
Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term...
Is Nvidia In Trouble?
01 Dec 2025
Contributed by Lukas
While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Wh...
(BNS) Susan Lyne Part 2
28 Nov 2025
Contributed by Lukas
We're back again with Susan Lyne, to talk about running Martha Stewart's company when Martha went to prison, her startup career with Gilt Groupe, and ...
(BNS) Susan Lyne Part 1
27 Nov 2025
Contributed by Lukas
I’ve maybe never interviewed anyone in my entire time as a historian and podcaster who has had a career as broad and varied as Susan Lyne. Yes, I ob...
Polymarket Is Street Legal
26 Nov 2025
Contributed by Lukas
Trump has a plan to boost AI innovation. Polymarket is now street legal in the US. Google thinks it needs to double AI capacity every 6 months. Is Sta...
Is OpenAI In Trouble?
25 Nov 2025
Contributed by Lukas
Now Anthropic says it’s leapfrogged OpenAI with its new model and is the AI horserace in play? OpenAI is still focusing on things like shopping. Nvi...
Where Does That X Account Live?
24 Nov 2025
Contributed by Lukas
What sort of a world do we live in if you can’t be sure where an X account comes from? Google isn’t out of the woods yet when it comes to antitrus...
The iOS Walls Are Crumbling In The Garden
21 Nov 2025
Contributed by Lukas
Google phone users can now work with Airdrop on the iPhone cause Google cleverly found a way. Google might have jumped ahead in the AI race and Sam Al...
Who Gets To Regulate AI?
20 Nov 2025
Contributed by Lukas
Are we about to have a battle over who gets to regulate AI? Now there’s Nano Banana Pro. The creator ecosystem is exploding for advertisers. Battlef...
Gemini 3, And Meta Beats The Government
19 Nov 2025
Contributed by Lukas
Tons of things today. Google’s new Gemini 3 model. Signs the “second tier” of AI startups is starting to get product market fit. The EU has anno...