Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play

Generative AI and Hardware Upgrades, Google H...

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(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

Ben and Andrew begin by talking through five questions on WWDC in 2026, including thoughts on Apple’s answer to the critics, whether Apple is or is not thinking different, decoding the Google partnership and Craig Federighi’s corporate speak, the wide gap between Siri AI and fron ...  Show more

(Preview) SpaceX Hype and the Elon Bargain, Nvidia and the Neoclouds, Q&A on Dropbox, Google, Ferrari Luce Backlash

Ben and Andrew begin with a look at SpaceX before its June IPO. Topics include: Why the S-1 math that doesn’t quite pencil out for now, the madness of analyzing Musk companies generally, the company’s ultimate upside, and why the IPO is worth applauding regardless. Then: Question ...  Show more

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