RAM price hikes: the latest on the global memory shortage
RAM price hikes: the latest on the global memory shortage Random access memory, or RAM, is in just about every piece of technology we use. But it’s also the technology that AI companies like OpenAI, Anthropic, Google, and Meta are using to power the servers in their massive data centers. Now, the world’s biggest memory […]
Square’s product chief on the death of the penny and the future of money
Square's product chief on the death of the penny and the future of money Today, I’m talking with Willem Avé, who’s head of product at Square. You know Square — it was started by billionaire Jack Dorsey, of Twitter fame, more than 15 years ago, and it got big on the back of that little […]
Why IBM CEO Arvind Krishna is still hiring humans in the AI era
Why IBM CEO Arvind Krishna is still hiring humans in the AI era Today, I’m talking with Arvind Krishna, the CEO of IBM. IBM is a fascinating company. It’s still a household name and among the oldest tech firms in the US. Without IBM, we simply wouldn’t have the modern era of computing — it […]
Nvidia’s ‘I’m Not Enron’ memo has people asking a lot of questions already answered by that memo
Nvidia's 'I'm Not Enron' memo has people asking a lot of questions already answered by that memo Big brain hours Christ. Fine. So over the weekend, a strange Substack post from what appears to be a CEO of a pet relocation company went very viral. This post — which to be clear, is bullshit — […]
Nvidia says its AI GPUs are sold out, grows data center by $10B in a single quarter
Nvidia says its AI GPUs are sold out, grows data center by $10B in a single quarter Nvidia just sold more AI chips than it’s ever sold before, blowing past its estimates in its Q3 2026 earnings. Not only did it pull in a record $57 billion in revenue – and roughly $4,000 of pure […]
Adobe to acquire digital marketing platform Semrush for $1.9 billion
Adobe to acquire digital marketing platform Semrush for $1.9 billion Adobe is acquiring the digital marketing platform Semrush for around $1.9 billion. In a press release on Wednesday, Adobe says the deal will allow it and Semrush to give marketers insight into how their brands appear across the web. The acquisition builds on Adobe’s existing […]
I looked into CoreWeave and the abyss gazed back
I looked into CoreWeave and the abyss gazed back Hello, my friends. Have you been feeling too sane lately? Have I got something for you! It is a company called CoreWeave. You may not have heard of it because it’s not doing the consumer-facing part of AI. It’s a data center company, the kind people […]
Jeff Bezos will be co-CEO of AI startup Project Prometheus
Jeff Bezos will be co-CEO of AI startup Project Prometheus Jeff Bezos is getting a new job. He’ll reportedly become co-CEO of Project Prometheus, a new startup that he’s partly funding. The company’s exact plans are still unknown, but its focus is on AI that could improve manufacturing in fields including computing, automobiles, and aerospace. […]
YouTube TV, ESPN, and Disney: the latest on the blackout that’s now over
YouTube TV, ESPN, and Disney: the latest on the blackout that's now over Disney and YouTube have reached an agreement to bring back ESPN and more than 20 other Disney-owned channels two weeks after they went dark on YouTube TV. During the dispute, Google has accused Disney of trying to raise prices for its customers […]
YouTube TV, ESPN, and Disney: the latest on the blackout
YouTube TV, ESPN, and Disney: the latest on the blackout On October 31st, ESPN, ABC, Nat Geo, and over 20 other Disney-owned channels went dark on YouTube TV. As the two sides disagree about terms for a new content distribution contract, Google has accused Disney of trying to raise prices for its customers in an […]