Apr 15
#144: ChatGPT’s New Memory, Shopify CEO’s Leaked “AI First” Memo, Google Cloud Next Releases, o3 and o4-mini Coming Soon & Llama 4’s Rocky Launch
Returning from Google Cloud Next, Paul and Mike are back with some major AI updates. They kick things off with ChatGPT’s new memory feature and unpack what that means for you. Then it’s onto Shopify’s leaked memo: no new hires until AI proves it can’t do the job. Databox takes th ... Show More
1h 31m
May 9
Why Apple is trying to save Google
Where will Meta, Apple, and Google be three years from now? It's starting to look like they might all be very different. Nilay, David, and The Verge's Richard Lawler start the show with Eddy Cue's testimony in the Google search trial, in which Cue argued that AI is taking over — ... Show More
1h 45m
Mar 2025
OpenAI has a Studio Ghibli problem
In this episode, we do a Studio Ghibli-like rendition of The Vergecast. First, Nilay and David discuss some big news in the gadget world, from the mysteriously viral midrange Canon camera to the upgrades we're expecting out of Apple in the next few months. Plus, is it over for Am ... Show More
2h 4m
Mar 2025
Apple's chip bumps, big and small
Apple's new gadgets this week were pretty minor updates, so of course we talk about them for a long time. Nilay and David are joined by The Verge's Jake Kastrenakes, and the three hosts discuss the latest iPad, iPad Air, MacBook Air, and Mac Studio. All three have... a lot of tho ... Show More
1h 53m
Jul 2024
Google’s talks to buy Wiz, and the gap between AI spending and AI revenue
On today’s episode of Equity, Rebecca Bellan explored Google’s reported talks to acquire Wiz, a cloud security company, for around $23 billion. Wiz provides an “all-in-one approach to cloud security,” pulling data from Amazon Web Services, Microsoft Azure, Google Cloud and others ... Show More
8m 1s
Feb 2025
The ups and downs of the iPhone 16E
Lots of gadget news this week! David, Jake Kastrenakes, and Allison Johnson start by talking about the iPhone 16E, which is both the cheapest compelling iPhone in a long time and a deeply odd addition to Apple's phone lineup. They also discuss the end of the Humane AI Pin, the la ... Show More
1h 52m