Mon. 01/21 - Email is Back, Baby!

In three parts I’ll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully embraces our new prediction market overlords. Even if they’re behind in AI Apple is still making big money from AI. And Uber is stil ...  Show more

At long last, the government has issued guidance to crypto on what is or is not allowed. The blowup from gamers has caused Jensen to push back. A tale of contrasting IPOs from wildly different industries. And is your boss about to ask you to submit expense reports for your token ...  Show more

The start-up that owns the biotechnology behind the Oxford/AstraZeneca vaccine has confidentially filed for an initial public offering in the US, Indian social media group ShareChat has raised more than $500m to grow its popular short-video app Moj, and Austrian activist Max S ...

Twitter API fallout, Section 230, TikTok ban, tech layoffs, AmazonSmile RIP Twitter's new developer terms ban third-party clients. Twitterrific: End of an Era. In Memory of Tweetbot. Extremely Hardcore. Looming Twitter interest payment leaves Elon Musk with unpalatable options. G ...  Show more

Britain Admits Defeat in Controversial Online Safety Bill When Tech Says "No" Apple Backs Down on Its Controversial Photo-Scanning Plans The FBI secretly launched an encrypted messaging system for criminals Former Twitter Employees Charged With Spying for Saudi Arabia Jeff Jarvis ...  Show more

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ...  Show more