The future of Google Search is one of the biggest questions in tech since ChatGPT exploded onto the scene… Does Google continue to dominate, or will it be disrupted by a generative AI upstart? This week Perplexity raised $74 million from the likes of Nvidia and Jeff Bezos to try to do just that.

The end of the cookie. Google starts to disable one of the most effective but infamous ad tracking devices for its chrome browser today – a major change. What it signals about the digital ad landscape and big tech in 2024.

Data shows new businesses are being created at a faster pace outside Silicon Valley… in places like Atlanta and New Orleans. But was that actually a bubble phenomenon, and is AI now bringing the action back to San Francisco and Northern California.

Barclays warns of weakening demand for iPhones

Beware the Blockbuster IPO…. 2023’s big listings highlighted some issues within capital markets… and why retail investors should proceed with caution.

Apple’s China problem & opportunity… how its longtime ticket to success has become a liability.

How the Chinese shopping app Temu’s rapid growth here in the U.S. could crack Amazon’s dominance.

A trio of topics for today’s podcast - Apple has now been banned from importing and selling the latest line of Apple Watches in the U.S., stemming from a patent dispute over the blood-oxygen sensors in the devices. Intel is getting several billion dollars to build a new chip factory. And OpenAI is reportedly in talks to raise a fresh round of funding at a valuation of $100 billion or more. 

CNBC’s Kate Rooney on payments trends for 2024

OpenAI competitor Anthropic is looking to raise another monster funding round — this time led by Menlo Ventures. Why it’s still open season.