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
Today
Amazon Didn’t Scare Investors
Amazon didn’t scare investors this Halloween. They’re quite pleased, actually. They’re not public but we now know how much money OpenAI lost this quarter. Nvidia’s generous investment strategy. And, of course, the Weekend Longreads Suggestions. Amazon cloud records 20% sales grow ... Show More
23m 27s
Yesterday
Wall Street: Spend! (But Not Too Much…)
Three big tech earnings reports give a mixed message. Wall Street wants you to spend on the AI buildout, but not too much, and maybe not you, Meta. Sora already has some new features. More details on OpenAI’s IPO timeline. And maybe the AI agents are not yet ready for prime time. ... Show More
21m 24s
Feb 2025
The high stakes for AI Alexa
AI will fix everything, right? In this episode, friend of The Verge (and Waveform co-host) David Imel joins Nilay and David to talk all about Alexa Plus, and the AI-powered voice assistant Amazon thinks can do everything from turn on your lights to order your friend an Uber. The ... Show More
1h 56m
Jun 2025
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc ma ... Show More
1h 1m
Jul 2
NVIDIA Rising: Will The AI Boom Bust The Planet? | Ep215: Josh Parker
In 1849, when the Gold Rush hit California, the people who were certain to make money were not the miners, but the sellers of picks and shovels. Indeed, America's first millionaire, Samuel Brannan, made his fortune by adding huge margins to everyday items that suddenly become hig ... Show More
52m 58s
Dec 2024
Investing in AI, Crypto, & Tech in 2025 | Elad Gil
What are the best investing opportunities in Tech for 2025? Elad Gil is one of silicon valley's legendary investors. He's backed 40 unicorns including Airbnb, Coinbase, Figma and Stripe to name a few. He's super active in AI and hosts the no priors podcast which is like Bankless ... Show More
1h 17m
Sep 18
Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
(0:00) Introducing Solana Co-Founder Anatoly Yakovenko (0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries (5:56) Traditional exchanges using blockchain vs crypto-native exchanges, how crypto gets mass market (10:02) Most exciting crypto verticals ... Show More
25m 7s
Aug 2024
Google’s Monopoly Money + Is the A.I. Bubble Popping? + The Hot-Mess Express
This week, a federal judge ruled that Google acted illegally to maintain a monopoly in online search. David McCabe, a New York Times reporter, joins to discuss what happens next. Then, are we in an A.I. bubble? We weigh in on the wild market swings that started the week and consi ... Show More
1h 13m