Big AWS outage took down half the internet overnight. X wants you to be able to snap up dormant or desirable X handles. Blackwell chips look like they’ve hit volume production in the US. And you know who else is benefiting from the AI boom? Crypto miners and makers of plain old cables.
Major AWS outage took down Fortnite, Alexa, Snapchat, and more (The ... Show More
Oct 30
How Hackers Drained $6.3B From Binance
Overnight brought the biggest heist in crypto history, as hackers drained $6.3 billion from Binance. Amazon’s AI spending soared while retail growth stalled, Spotify eyed a $5-a-month AI remix tool, and longreads covered El Niño forecasting and old-time fiddlers. Binance says ini ... Show More
22m 21s
Oct 29
A Chinese Spy Inside Nvidia?
I covered the NYT report that US officials think Megaspeed’s Alice Huang is a Chinese asset who cozied up to Jensen Huang, the leak of 41,000 DHS workers’ data, DoorDash’s $17B Instacart grab, and Alphabet’s ugly free cash flow. US officials believe Megaspeed executive Alice Huan ... Show More
22m 9s
Oct 28
Apple Caves: A Touchscreen Mac
Apple unveiled a touchscreen MacBook Pro, finally ditching Jobs’s stance. Then Amazon unloaded gadgets: a $500 Echo Show 16, the Echo Time alarm clock, an Alexa Photo Frame, and an Echo Studio with a camera. Not one AI story all day. Apple unveils a touchscreen MacBook Pro with a ... Show More
21m 44s
Oct 2025
Samsung Galaxy XR, ChatGPT Atlas, AWS outage fallout + more!
Timestamps: 0:00 don't ya hate when that happens 0:13 Samsung Galaxy XR 1:33 ChatGPT Atlas web browser 3:03 AWS outage fallout, Amazon robot workers 4:26 Odoo! 5:20 QUICK BITS INTRO 5:33 First Nvidia Blackwell GPU made in U.S. 6:14 YouTube rolls out AI 'likeness' detection 7:06 S ... Show More
10m 44s
Feb 2024
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ... Show More
1h 20m