Mon. 12/21 – Big Day For Real Estate Tech

Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and DeepSeek seeks its first outside funding at $10B+. Netflix reports Q1 revenue up 1 ...  Show more

Anthropic drops Claude Opus 4.7 for coding and rolls out government ID verification for some users. TSMC beats earnings, raises forecasts on strong AI demand. X launches Cashtags, and Google's SpaceX stake could hit $100 billion at IPO. Anthropic releases Claude Opus 4.7, a "nota ...  Show more

The Verge's Nilay Patel, Dieter Bohn, and Adi Robertson discuss Google's mysterious lack of iOS app updates, the rumors around Apple's potential VR headset, and the rest of this week's gadget headlines. Further reading: AstraZeneca’s COVID-19 vaccine has been confusing from the s ...  Show more

Today on the flagship podcast of open smart home standards: 03:25 - Microsoft’s Pavan Davuluri, leader for Windows and Devices, joins the show to discuss the future of the AI PC and what’s next for Microsoft’s hardware Microsoft’s new Windows chief on the future of the OS, Surfac ...  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

 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Property & Casualty Insurance Senior Analyst Matthew Palazola discusses why Berkshire Hathaway earnings power should remain intact given its diverse units that can offset pockets of weak ...  Show more