Episodes

Oct. 17, 2025

Skills For Claude As A New AI Paradigm?

Do Skills for Claude represent a new sort of user paradigm for AI? Battlefield 6 seems to be doing what EA needs it to do. Nintendo seems to be killing it. Is Wikipedia in trouble because it’s losing human users? Now Uber dri...
Oct. 16, 2025

A $300 Trillion Oopsie

So, a huge, huge, like bigger than the entire world’s GDP fat finger episode in the world of stablecoins. Zuck has poached another one from Apple. Potentially huge state sponsored hack of a key infrastructure company. The mos...
Oct. 15, 2025

M5 Chips Are Here

The new Apple M5 chips are here, and I’ll tell you what devices got them and what they can do. ChatGPT wants to allow you to have sexy time. Waymo is coming to London. Netflix wants to bring podcasts to your streaming diet. A...
Oct. 14, 2025

Sam Altman’s Financial Engineering

The Dutch government has taken control of a Dutch chipmaker that had Chinese owners. Yet another big OpenAI deal, this time with Broadcom. The first AI desktop workstations are arriving. And we check in with Matt Levine to ge...
Oct. 13, 2025

(BNS) Jennifer Hyman Of Rent The Runway

Jenn Hyman shares her journey from early influences of entrepreneurship to founding Rent the Runway. She discusses the impact of the internet on her career, the challenges of fundraising during a recession, and the importance...
Oct. 10, 2025

China’s Getting Tetchy Again

China is stirring the pot on the tech trade wars once again. Sora has grown faster than even ChatGPT did. Is OpenAI now better at vibe coding than Anthropic is? How just a handful of malicious documents and poison an LLM. And...
Oct. 9, 2025

Intel Punches Back

Intel tries to punch its way back to relevancy with the release of Panther Lake, the first chip built on its 18A process. Is Cursor so successful it’s about to rocket to a $30 billion valuation? Big raise for a US Deep Seek c...
Oct. 8, 2025

The AI Concern Committee Is Back

More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they’ve raised to pay off lawsuits since they can’t get insurance. Another way...
Oct. 7, 2025

OpenAI Wants To Be The Windows Of AI

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 volum...
Oct. 6, 2025

OpenAI’s Big AMD Deal

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 f...
Oct. 4, 2025

(BNS) How Snowflake Wrote The GTM Playbook

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 ca...
Oct. 3, 2025

Apple Blocks ICEBlock

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 break...
Oct. 2, 2025

Apple To Bench The Vision Pro?

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 impres...
Oct. 1, 2025

Sora, Sora, Sora

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 n...
Sept. 30, 2025

Amazon’s Hardware Event

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 vi...
Sept. 29, 2025

EA Taken Private

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 s...
Sept. 27, 2025

(BNS) You're Not Killing It. Nobody Is Killing It. VC Legend Jerry Colonna

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 discuss...
Sept. 26, 2025

Is TikTok US Only Worth $14B?

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 ...
Sept. 25, 2025

Get Paid To Train AI On Your Phone Calls?

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 A...
Sept. 24, 2025

The AI Incentives Game

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 ha...
Sept. 23, 2025

Ouroboros All The Way Down?

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 b...
Sept. 22, 2025

TikTok Deals? Visa Rules?

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 l...
Sept. 20, 2025

(BNS) Datadog Founder Olivier Pomel

(BNS) Datadog Founder Olivier Pomel
Sept. 19, 2025

(CORRECT) OpenAI’s Hardware Plans Worry Apple

(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 refrigerato...