Episodes

Forget building apps on TOP of ChatGPT, now they’ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era. The prediction market market continues to explode. Turning down the volume on streaming ads. And why Mr. Beast is worried about AI social media. OpenAI announces Apps SDK allowing ChatGPT to launch and run third party apps like Zillow, Canva, Spotify (VentureBeat) OpenAI’s Windows Play (Stratechery) NYSE Owner to Invest Up to $2 Billion in Polyma...

Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is driving up prices for memory and storage chips. And does the math work out for those new fangled small nuclear reactors? AMD stock skyrockets 30% as OpenAI looks to take stake in AI chipmaker (CNBC) Elon Musk Gambles Billions in Memphis to Catch Up on AI (WSJ) AI data centers are swallowing the world's memory and storage supply, setting the stage fo...

Make It Snow is Snowflake’s go-to-market playbook, told by longtime CRO Chris Degnan and CMO Denise Persson. The central idea: sales and marketing must operate as “one brain in two bodies.” The takeaways are practical and candid: embed with customers sooner than feels comfortable, pick a clear foil, design programs you can rerun, centralize data so sales and marketing act from one truth, and treat culture as GTM infrastructure. If you’re a founder, CRO, CMO, or operator trying to go from zero t...

Apple removes an app after the DOJ asked them to. People are using AI, but which AI are they actually paying for? Sora is now the number one app in all the land. And in the Longreads, now is it time to blame ChatGPT for breaking up marriages? Apple takes down ICE tracking apps after pressure from Bondi DOJ (Fox Business) A new a16z report looks at which AI companies startups are actually paying for (TechCrunch) AI is not killing jobs, US study finds (Financial Times) OpenAI wraps $6.6 billion sh...

More fallout from the Sora explosion, including my take on using it. OpenAI is now officially the biggest startup in the galaxy. We now know what Mira Murati’s new startup is building. The Brave browser is hitting some impressive user milestones. And why are young people flocking back to… checks notes… AOL? OpenAI’s Sora 2 Copyright Infringement Machine Features Nazi SpongeBobs and Criminal Pikachus (404Media) OpenAI Valuation Reaches $500 Billion, Topping Musk’s SpaceX (Bloomberg) Apple Shelves...

Why Sora is all anyone can talk about, both the new social network and the new AI model. Satya Nadella is still Microsoft’s CEO but he’s taken some things off his plate. Oura gets colorful, and a hardware company that we’ve not spoken about in years is back, with AI onboard. OpenAI's Sora app lets friends swap AI video cameos (Axios) OpenAI made a TikTok for deepfakes, and it’s getting hard to tell what’s real (The Verge) Satya Nadella appoints a new CEO to run Microsoft’s biggest businesses (Th...

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 start “vibe working.” Amazon announces new Kindle Scribes, including one with a color screen (The Verge) Amazon Revamps Echo Speakers, Displays in Hardware Reboot (Bloomberg) Spotify Founder Daniel Ek Leaving CEO Job (WSJ)...

The biggest sign yet of the state of the gaming industry, EA is being taken private. DeepSeek’s new model might start a new AI price war. OpenAI announces their parental controls for teen users. And, the Wall Street Journal says debt financing is now playing an increasing role in AI CAPEX buildout. Electronic Arts Goes Private for $52.5 Billion in Largest LBO Ever (WSJ) EA Agrees to $55 Billion Sale in Largest Leveraged Buyout on Record (Bloomberg) EA Buyout Talk Highlights Gaming Struggles as G...

One of the very first VCs of the Internet Era, and especially the NYC tech ecosystem, Jerry Colonna reflects on his journey from growing up in New York to becoming a successful journalist and venture capitalist. Jerry discusses his transition to venture capital, the founding of Flatiron with Fred Wilson, and the challenges faced during the dot-com bubble and 9/11. He emphasizes the importance of curiosity and the human experience in his coaching practice, aiming to alleviate suffering and transf...

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 executive order supporting proposed deal to put TikTok under US ownership (AP) TikTok Being Sold for a Song (Spyglass) Amazon agrees largest ever civil penalty in $2.5bn settlement with US regulators (Financial Times) Vi...

Another lawsuit against OpenAI, this time from xAI. Intel approached Apple about bailing them out. What if crypto was reversable so you could recover fraud. Drama in open source land. And would you like to get paid to train AI on your phone calls? You’re in luck! Musk's xAI accuses rival OpenAI of stealing trade secrets (Reuters) Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid (Bloomberg) Spotify to label AI music, filter spam and more in AI policy change (TechCrunch) Stabl...

Stargate gets off the ground, or at least, announces it is. What if OpenAI leases the chips from Nvidia instead of buying them. I go a bit deep in this episode in terms of the incentives behind all these AI moves. And what happens if AI makes translation as ubiquitous as spell check? OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers (Wired) In OpenAI Megadeal, Nvidia Discusses a New Business Model: Chip Leasing (The Information) Nvidia’s $100bn bet on ‘gigantic AI fac...

Nvidia is investing $100B in OpenAI, and there are a billion angles to that fact, so get ready to dive into it. Why were there giant sim farms popping up around NYC? The new AI to help you with Candy Crush, I guess. And new buzzword alert: say hello to “workslop.” Nvidia is partnering up with OpenAI to offer compute and cash (The Verge) Altman, Huang and the last-minute negotiations that sealed the $100 billion OpenAI-Nvidia deal (CNBC) Secret Service Thwarts Plot to Take Out Cell Service Near U...

Once again, I THINK a TikTok deal is happening, so updates on that. Why lots of folk in the tech industry are worried about new H-1B visa rules. Might those annoying cookie consent checkboxes be going away? And why the real land grab in data center building is happening in Scandinavia. Inside Trump's deal to save TikTok (Axios) Startup leaders warn new $100K H-1B visa fee will hurt U.S. entrepreneurship and innovation (GeekWire) Big Tech companies, foreign governments scramble after Trump slaps ...

(BNS) Datadog Founder Olivier Pomel

(Sorry about the editing error earlier) Nvidia is investing in self-driving AI tech. Google has given up the ghost and is making Chrome a full AI tool. Would you tolerate advertisements on the screen of your smart refrigerator? And why Apple executives are growing worried about OpenAI’s hardware plans. ⁠⁠Nvidia in talks for $500mn investment in UK self-driving start-up Wayve⁠⁠ (FT) ⁠⁠Google Injects Gemini Into Chrome as AI Browsers Go Mainstream ⁠⁠ (Wired) ⁠⁠Software update shoves ads onto Samsu...

Nvidia is investing in self-driving AI tech. Google has given up the ghost and is making Chrome a full AI tool. Would you tolerate advertisements on the screen of your smart refrigerator? And why Apple executives are growing worried about OpenAI’s hardware plans. Nvidia in talks for $500mn investment in UK self-driving start-up Wayve (FT) Google Injects Gemini Into Chrome as AI Browsers Go Mainstream (Wired) Software update shoves ads onto Samsung’s pricey fridges (ArsTechnica) Weekend Longreads...

Has Intel found the big customer for its Foundry that it needs to survive? The big tie up with Nvidia announced this morning. All the announces from Meta’s event last night. Smartglasses and maybe the Metaverse is still a thing. And AI pattern matching might work as well for health prediction as it has proven to do with weather forecasting. Nvidia and Intel announce jointly developed 'Intel x86 RTX SOCs' for PCs with Nvidia graphics, also custom Nvidia data center x86 processors — Nvidia buys $5...

The framework of a TikTok deal is finally coming together. Nvidia suffers another major setback in China. Bunch of new AI stuff from YouTube. A coming MacBook with a touchscreen. And a roundup of the reviews of the iPhone Air. U.S. Investors, Trump Close In on TikTok Deal With China (WSJ) China bans tech companies from buying Nvidia’s AI chips (FT) YouTube to use AI to help podcasters promote themselves with clips and Shorts (TechCrunch) YouTube announces new generative AI tools for Shorts creat...

Looks like we’re going to be getting new Meta smartglasses later this week. OpenAI wants to up its AI for coding game. Is the whole TikTok saga finally coming to a conclusion? Almost half a billion people use Spotify for free? And how to use the best feature of the new iOS. 'Meta Ray-Ban Display' Glasses Design & HUD Clips Leak Ahead Of Connect (Upload) OpenAI upgrades Codex with a new version of GPT-5 (TechCrunch) Beijing says TikTok’s US app will use Chinese algorithm (Financial Times) Spotify...

Nano Banana is such a hit that Gemini is suddenly ahead of ChatGPT, at least if we’re measuring by the app store. Lots of interesting new data about how people are actually using AI. A new accelerator program from OpenAI itself, and is the AI boom like the dawn of the microprocessor or more like the dawn of containerization? Google Gemini is the top free iPhone app (9to5Google) Here’s what the data says people ask ChatGPT (Washington Post) Anthropic Finds Businesses Are Mainly Using AI to Automa...

John Borthwick on Betaworks shares his journey from a tech-savvy youth to a prominent figure in the New York City tech scene. He discusses his early experiences with computers, the transformative impact of the World Wide Web, and the vibrant tech culture of the 90s. Borthwick reflects on his role in creating Total New York, the lessons learned from the AOL acquisition, and the challenges faced during the dot-com bubble burst. He also highlights the rise of social media platforms like Photolog an...

OpenAI and Microsoft say they have ironed out their differences… tentatively. Not officially. I’ll explain why that is interesting. With new FDA clearance for the Apple watch are millions of people about to discover they have hypertension? What if AI is less corrupt than humans? And, of course, the Weekend Longreads Suggestions. OpenAI and Microsoft reach tentative deal to revise partnership (Axios) OpenAI Takes Big Steps Toward Its Long-Planned Reorganization (NYTimes) OpenAI & Microsoft Agree ...

Well we now know one of the big contracts that sent Oracle shares flying. OpenAI of course. We have another IPO pop. YouTube videos now have multilanguage dubbing. Is it risky to bet on just one version of AI? And a deep dive analysis of how Oracle got AI religion. Oracle, OpenAI Sign $300 Billion Cloud Deal (WSJ) Klarna Climbs 15% in Trading Debut After $1.37 Billion IPO (Bloomberg) Microsoft's first preview of Visual Studio 2026: Deeper AI and a design refresh (The Register) YouTube’s multi-la...