(Preview) What Trump 2.0 Could Mean for Tech,...

Unpacking the latest round of Meta earnings, including Wall Street’s about-face after last year’s CapEx squeamishness, whether Zuckerberg’s astronomical CapEx plans are more evidence he yearns to be more than an app maker, why Meta owes a thank you to Apple, Apple and Meta in the ...  Show more

TSMC’s pricing power in the AI era, a brief history of TSMC’s culture and CapEx decisions, and ongoing capacity constraints that should be pushing tech companies to build up competitors. Then: Thoughts on Netflix after Ben’s interview with co-CEO Greg Peters, including Wall Stree ...  Show more

As of this week, we have a new president-elect. We discuss how the incoming administration’s approach to technology will affect Elon Musk, a TikTok ban, Big Tech’s antitrust challenges and the speed of A.I. progress. Then, Kashmir Hill, a technology reporter for The Times, joi ...

Kara and Scott trade Election Day stories, and discuss where they went wrong with their predictions. Then, a deep dive into what a second Trump term means for the economy, crypto, Big Tech (including Elon Musk), social media, and more. Finally, a few wins to share at the end of a ...  Show more

This week, we debate whether Elon Musk’s recent stumping and fund-raising for former President Trump could help him get re-elected. Then, former Microsoft’s chief executive, Steve Ballmer, stops by to discuss his effort to depolarize our politics using government data. And fin ...

The deadline for TikTok to sell or to face a ban is fast approaching. We discuss how Supreme Court justices — who opted on Friday to uphold the law — reacted to arguments in the case, whether the Chinese government might allow Elon Musk to buy the app, and why self-proclaimed ...