Breaking Down Affirm’s Earnings, Identifying ...

China’s next AI shock isn’t another DeepSeek-style model. It’s hardware.After DeepSeek proved China could compete under constraints, that approach is moving from software to chips, power, and infrastructure. Instead of chasing the most advanced GPUs, China is scaling what it cont ...  Show more

Layoffs hitting tech at Pinterest and Amazon this week, as OpenAI CEO Sam Altman says his company plans to “dramatically slow down” on hiring. We dig into what it means as AI reshapes the tech workforce. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informatio ...  Show more

Carol is joined by Steve Blitz, Chief U.S. Economist at TS Lombard, and Steve Wood, Chief Market Strategist at Russell Investments, to discuss Federal Reserve officials deciding to leave interest rates unchanged, acknowledging inflation is close to target. Mark Gurman, Bloomberg ...  Show more

Everyone is analyzing the DOJ’s case against Apple. An unpatchable vulnerability in Apple Silicon has been uncovered. Threads joins the Fediverse. How that whole Microsoft hiring the Inflection AI team actually maths out. And, of course, the Weekend Longreads Suggestions. Links: ...  Show more

See… I had a feeling. Reuters says Apple really is revealing an Apple Car in the coming years. More details on that suit charging Facebook and Google allegedly agreed to divvy up the ad market. The third biggest cryptocurrency says the SEC is coming after it. And the crazy story ...  Show more

Mommy and Daddy are fighting. This time it’s Apple and Facebook and it’s getting pretty heated. The EU okays Google’s acquisition of Fitbit. Substack has resurrected Google Reader, in spirit at least. And why the new antitrust lawsuit against Google is maybe the most serious yet, ...  Show more