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(BOMB SOUND). That’s the sound of Meta’s disastrous earnings announcement yesterday. That’s the sort of insightful analysis you come to this podcast for. But also, Argo AI is shutting down. Google Cloud has a new blockchain tool for developers. And the Elon Twitter thing is happening. It’s really happening, people. Behave accordingly.
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Meta and Spotify both call Apple out on their recent App Store aggressiveness. Soft earnings from Microsoft and worrying earnings from Alphabet. Twitter seems to already be hemorrhaging its power users. LinkedIn fights its own bot war. And are unicorns back to becoming a rare thing?
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Apple tries to wedge the App Store vig into another market. Prices are going up for your favorite Apple services. Shutterstock is partnering with OpenAI cause if you can’t something them, join them! And what is the deal with Stage Manager on the iPad?
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Did investing in Chinese tech become a fool’s errand over the weekend? A deep dive on how TSMC is caught in the middle of all the things. Is Elon’s Twitter deal presenting systemic risk to corporate finance? Are M2 Mac Pro and Macbook Pro’s still coming soon? And Bono tries to justify putting that U2 album on your iphone.
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Talking this week's big week for AI, with Parker Thompson (@pt) plus@miguelisolano&@mignano
I said Elon’s name five times in front of a mirror and the whole Elon/Twitter headlines came flooding back into our lives. Forbes alleges that they’ve caught TikTok doing the thing that everybody fears. What if I told you there was a third huge AI raise story to round out this week? And of course, the weekend longreads suggestions.
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Weekend Longreads Suggestions:
The big Solana challenger had a terrible first day of trading. Previews of the new Thunderbolt standard. Reviews of the new Raptor Lake chips. Uber takes a page out of the New York City taxi playbook. And the first hands-on, quasi-review of Meta’s high end VR headset.
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Netflix actually beat on earnings and customer additions. Why their pivot to ads might actually be in line with their long-term strategy. Yesterday’s iPad releases were even more complicated, and stranger, frankly, than I told you. Bluesky is still plugging away on decentralized social media. And another monster interesting raise in the AI space.
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New iPad Pros and new Apple TV 4ks. Meta walks away from the Giphy acquisition. Layoffs at Microsoft. High attrition at Amazon. Mobileye is probably going to IPO at a significant discount than people hoped? And why I’ve been telling you that the energy in Silicon Valley is switching to AI startups.
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Looks like Ye, née Kanye West, is going to try to buy the social network Parler. A look at the Chinese export controls that could potentially force American executives to choose between their jobs and their American citizenship. Wait until you hear about the Mango Markets exploit. And what do you think is the global population of robots, right now? Today?
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