The next iPhone could be satellite-powered
Apple is developing numerous satellite-powered features for its iPhone, according to Mark Gurman of Bloomberg.
Currently, iPhone models offer satellite connectivity for emergency texting, emergency se...
Inside the Stream: Exploring Linear TV Networks’ Collapsing Value
Viewers’ shifting consumption from linear TV to streaming is well-documented, but multibillion-dollar write downs in Q2 ’24 at Warner Bros. Discovery and Paramount helped quantify just how costl...
Google urges Gmail users to abandon passwords for passkeys
Google is again urging Gmail users to abandon passwords for enhanced account security, citing increasing global scam threats and AI misuse by organized crime groups.
Google confirms that “Scams cont...
Is China going to win the AI race?
Hi Team, China has been dominating headlines with major government energy subsidies for its AI companies, rapid progress from Tencent and Tsinghua University on new LLMs, and a surge in R&D spending t...
Reflexive Volatility: Why Crypto Defies Quant Models
Hi Team, China has been dominating headlines with major government energy subsidies for its AI companies, rapid progress from Tencent and Tsinghua University on new LLMs, and a surge in R&D spending t...
Inside the Stream: Walmart-VIZIO Deal; Super Bowl Streamers Mystery
Earlier this week the WSJ reported that Walmart is seeking to acquire VIZIO for over $2 billion. Colin and I discuss the likely strategic rationale behind the deal. We both like the benefits to both...
Inside the Stream: YouTube TV’s Strong Q3, Sports in Flux
LRG estimates that YouTube TV added 600K subscribers in Q3 ’23, bringing it to a total of 6.5 million subscribers. YouTube TV’s growth is by far the strongest of all pay-TV providers, double the...
