Yesterday

Prime Video is on track to earn ‘tens of billions of dollars’

Plus - Can AI data centers be mass-produced like cars? This startup aims to find out; DoorDash said it’s only received ‘several hundred’ orders from AI agents Learn more about your ad choices. Visit podcastchoices.com/adchoices

7m 25s

Oct 30

Microsoft recorded $10 billion in revenue from OpenAI

Amazon updates Alexa to help you manage shopping lists and subscriptions and update delivery instructions; DoorDash to acquire Instacart for $17B Learn more about your ad choices. Visit podcastchoices.com/adchoices

7m 27s

Oct 29

Meta has a new AI pet app called Waddle World

Plus - GM is embracing hybrids now; Discord is making its public communities more searchable, and people have concerns Learn more about your ad choices. Visit podcastchoices.com/adchoices

7m 45s

Sep 2025

Amazon’s Hardware Event

All the headline’s from Amazon’s fall hardware event. Daniel Ek is stepping back from Spotify. A new Claude model. ChatGPT gets into the shopping biz. And OpenAI is likely launching it’s own TikTok clone soon to feature AI videos. And new buzzword alert! Microsoft wants you to st ... Show More

20m 43s

Sep 2025

Is TikTok US Only Worth $14B?

Maybe… the TikTok thing has finally reached a resolution. Again. Maybe Amazon owes us all some money. Maybe that Neon app from yesterday was a bad idea. OpenAI and Meta make some super interesting strategic AI moves. And, of course, The Weekend Longreads Suggestions. Trump signs ... Show More

23m 23s

May 2024

TikTok is Coming For YouTube's Eyeballs

TikTok's biggest move for YouTube's viewers yet — will this new test change the vertical ad game? Threads is getting a Tweetdeck. Snapchat makes CAPI onboarding easier. And Netflix is getting its own ad tech. 📰<a href="https: ... Show More

8m 12s

Mar 2019

Mon. 03/11 - How TikTok Is Different

Nvidia buys Mellanox, Tesla reverses course, a handy primer on how TikTok is different, and we check in on the smart takes from last week’s big stories. Subscribe to the Premium, Ad-Free Podcast Feed! Sponsors: DataDogHQ.com/ridehome Tiny.website Links: Nvidia to Buy Mellanox for ... Show More

24m 28s

Apr 2024

Wait, Links WORK Now On TikTok Videos?!

It's happening — tappable links might be coming to TikTok videos. LinkedIn's new Premium company pages have a creepy but probably very effective new feature. The digital ad industry didn't suck as much as you think it did last year. And Elon has a plan for ri ... Show More

8m 22s

Oct 2025

TNB Tech Minute: Quantum-Computing Firms in Talks to Give U.S. Equity Stakes

Plus: Amazon tests new robots and AI tools in its warehouses and delivery vans. And China releases a five-year plan that includes becoming more self-sufficient technologically. Zoe Kuhlkin hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about ... Show More

1m 46s

Feb 2021

Amazon Echo Frames feel like the future

Alexa can now answer your front door; Roku expands its free live TV offering with new channels; Visible now supports eSim; Amazon Echo Frames review; hands-free driving on the Cadillac Escalade; Disney+ has a lot of subscribers; Instagram demotes TikTok content; Google Photos get ... Show More

58m 12s

Oct 2023

AI Proxy War: Google Invests $2B in Anthropic

Google joins Amazon in investing in OpenAI rival Anthropic. Also a look at the reactions, debates and controversy around Biden's AI executive order. Interested in the opportunity mentioned in today's show? jobs@breakdown.network ABOUT THE AI BREAKDOWN The AI Breakdown helps you u ... Show More

25m 27s

Amazon doubles down on Anthropic