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May 2024
16m 35s

Fri. 05/03 – Apple Earnings Underline Th...

Brian McCullough
About this episode
Apple earnings are out and revenue was down almost everywhere. Boy, AI can’t come fast enough for them. Did you know you can send Bluetooth signals to satellites in space? The full Rabbit R1 reviews turned out exactly how we expected. And, of course, the Weekend Longreads suggestions. Links: Apple Sales Fall as iPhone, China Businesses Remain Sluggish (WSJ ... Show More
Up next
Yesterday
I Don’t Think You Understand What “Sandboxed” Means
Anthropic revealed Claude broke into three real organizations during cybersecurity tests it thought were simulations. Apple slid 10% as component shortages hit its outlook, Amazon jumped on accelerating AWS growth and a $220B capex plan, and Aschenbrenner's fund cratered 67%. Ant ... Show More
19m 3s
Jul 30
The AI Trade
Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT under the DSA, and airlines let AI set fares. Microsoft's Shares Surge on Fastest Cl ... Show More
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Jul 29
Is Everybody Racing RSI?
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20m 5s
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