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Mar 2023
17m 13s

Tue. 03/21 – TikTok Showdown

Brian McCullough
About this episode
Ahead of a major showdown in Congress this week, TikTok wants the US to know exactly how popular it is. Why ChatGPT was shut down for a while yesterday. Why Google is suspending PinDuoDuo from the play store. The AI powered doctor’s office of the future. And is Andy Jassy the David Moyes of Amazon? If you get that reference, congratulations. Down Round Podc ... Show More
Up next
Yesterday
Welcome Back To The Arena, GameStop
GameStop made an unsolicited ~$56B bid for eBay as Ryan Cohen eyes a commerce empire. Anthropic finalizes a $1.5B JV with Blackstone and Goldman Sachs, Amazon opens its logistics network to outside companies, and a Harvard study finds AI outperforms ER doctors at triage. GameStop ... Show More
21m 49s
May 1
My LLM Cutoff Is 1930
Apple beat Q2 estimates and forecast strong Q3 growth as the MacBook Neo and Mac Mini sell out. The Senate unanimously banned prediction market trading for senators, Intel closed its best month ever at +114%, and Musk admitted xAI "partly" distilled OpenAI models. Apple forecasts ... Show More
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Apr 30
Earnings Overload
Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO called Roze, Anthropic weighs a $900B+ round, and Musk called himself a "fool" for backing OpenAI. Microsoft says Q3 Intelligent Cloud ... Show More
21m 11s
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