Podcasts about Qualcomm

American global semiconductor company

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Latest podcast episodes about Qualcomm

The G2 on 5G Podcast by Moor Insights & Strategy
Apple's C2 mmWave Modem, 4 GHz Spectrum Push, Snap SPECS 5G, and Verizon's 6G Forum

The G2 on 5G Podcast by Moor Insights & Strategy

Play Episode Listen Later Sep 19, 2026 32:38


In episode 259 of the 6G Podcast, analysts Anshel Sag and Mike Dano discuss Sag's travel and key takeaways from Apple's event, including the foldable iPhone Duo, A20 Pro silicon, and Apple's new C2 modem as its first millimeter-wave modem (US-only), plus Release 18/5G-Advanced features like uplink MIMO and updated modem architecture; Sag also notes new watches using a 5G RedCap modem. Dano covers accelerating US spectrum activity tied to 6G, highlighting CTIA and NextG Alliance focus on the 4 GHz band ahead of WRC27, FCC/NTIA auction developments, Verizon's request to test 4.8–4.9 GHz in Los Angeles, and debate over spectrum sharing. Sag recaps Snap's standalone AR Specs, including a Qualcomm cellular modem built into the glasses case, enterprise positioning, open-source Linux platform, and carrier partners. They also address new FCC and HHS (RFK Jr.) RF exposure inquiries, Verizon's expanded 6G Innovation Forum membership and pre-standard ISAC work, and India joining a US-led 6G alignment initiative. 00:00 Welcome Back and Updates 01:18 Apple Event Foldable iPhone 01:46 C2 Modem and 5G Advanced 05:44 Four Gigahertz Spectrum Push 11:45 Snap Specs AR Glasses 18:46 FCC RF Exposure Study Returns 26:45 Verizon 6G Innovation Forum 29:27 India Joins 6G Alignment 32:16 Wrap Up and Subscribe

Packet Pushers - Full Podcast Feed
NB591: Altera Adds PQC to FPGAs; Europe Spend Billions to Boost Satellite Broadband

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Sep 14, 2026 36:31


Take a Network Break! Ivanti takes center stage with a red alert on four critical CVEs in its Neuron platform, and MikroTik also gets a mention for an actively exploited flaw in its OS. On the news front, BackBox announces new AI capabilities for its OS backup and config management platform, Amazon selects from Qualcomm’s... Read more »

Packet Pushers - Network Break
NB591: Altera Adds PQC to FPGAs; Europe Spend Billions to Boost Satellite Broadband

Packet Pushers - Network Break

Play Episode Listen Later Sep 14, 2026 36:31


Take a Network Break! Ivanti takes center stage with a red alert on four critical CVEs in its Neuron platform, and MikroTik also gets a mention for an actively exploited flaw in its OS. On the news front, BackBox announces new AI capabilities for its OS backup and config management platform, Amazon selects from Qualcomm’s... Read more »

Packet Pushers - Fat Pipe
NB591: Altera Adds PQC to FPGAs; Europe Spend Billions to Boost Satellite Broadband

Packet Pushers - Fat Pipe

Play Episode Listen Later Sep 14, 2026 36:31


Take a Network Break! Ivanti takes center stage with a red alert on four critical CVEs in its Neuron platform, and MikroTik also gets a mention for an actively exploited flaw in its OS. On the news front, BackBox announces new AI capabilities for its OS backup and config management platform, Amazon selects from Qualcomm’s... Read more »

Insigneo Talks
Chips, Fibra y Energía: la Segunda Ola de la IA

Insigneo Talks

Play Episode Listen Later Sep 9, 2026 19:57


En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz analizaron los acuerdos de Qualcomm con Amazon y de Corning con Verizon, que muestran cómo el dinero de la IA ya no gira solo alrededor de Nvidia, sino que se reparte entre chips, fibra óptica y conectividad. Revisamos también la apuesta de Google por Finlandia, con una inversión cercana a los 15,000 millones de dólares y su primer contrato de energía nuclear fuera de Estados Unidos. Del otro lado del mundo, examinamos por qué el consumidor chino no termina de despertar y cómo ese superávit se convierte en un punto de fricción global con efectos directos sobre América Latina y Europa. Cerramos con DeepSeek y su posible salida a bolsa en Shanghái, en plena carrera de las tecnológicas asiáticas.

Squawk on the Street
9am Hour: OpenAI Urges Caution, Qualcomm & Amazon Partnership, Novartis' Drug Trial Setbacks 9/8/26

Squawk on the Street

Play Episode Listen Later Sep 8, 2026 43:03


Carl Quintanilla and Jim Cramer began the show with OpenAI's latest warning about the pace of AI development, with the company's chief scientist saying that “no one is prepared for the consequences of a continued rapid rise in machine intelligence.” The desk also discussed AI beneficiaries, including Qualcomm and Amazon, which announced a new data center infrastructure partnership. After the bell, the anchors highlighted the sharp drop in Novartis shares following three drug trial setbacks.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
10AM Hour: Stocks Sink as Oil Spikes, Risks for the AI Boom, Qualcomm Inks Data Center Deal with Amazon 9/8/26

Squawk on the Street

Play Episode Listen Later Sep 8, 2026 43:22


Oil prices jump as the shortened trading week begins under pressure. Former Defense Secretary Mark Esper joins Squawk on the Street to discuss the latest escalation in the Middle East. Plus, Rockefeller International Chairman Ruchir Sharma warns about the one factor that could derail the AI boom. And we break down the news sending Qualcomm shares higher and what it could mean for the chipmaker's next phase of growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TD Ameritrade Network
QCOM & AMZN Ink Multi-Generational AI Partnership Amid Rabid Compute Demand

TD Ameritrade Network

Play Episode Listen Later Sep 8, 2026 7:23


Qualcomm (QCOM) establishing an AI collaboration with Amazon (AMZN) is something Futurum CEO Dan Newman sees as "very optimistic." The partnership is currently valued at $60 billion. Dan says this deal will just be the first of many and gives Qualcomm an advantage over other legacy tech firms with increased access to Amazon AWS. He adds that Amazon's cloud business is closing the gap between it and other leaders like Microsoft (MSFT) Azure as compute demand accelerates.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Rundown
Apple's Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal

The Rundown

Play Episode Listen Later Sep 8, 2026 10:56


Market update for September 8thLimited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Why strong jobs, oil near $100, and upcoming inflation data are putting the Fed back in focusApple's biggest iPhone event in years and the expected debut of its first foldable iPhoneQualcomm landing a major Amazon deal as it pushes deeper into AI data centersBloom Energy joining the S&P 500 after a massive AI-powered runNovartis getting crushed after its third major drug-trial setback in a weekMicrosoft putting monthly limits on Xbox cloud gaming as data-center capacity gets more valuable

Hoje no TecMundo Podcast
IPHONE 17 PRO BATE RECORDE! TV PIRATA É USADA EM CRIMES! ATAQUE A SITES .GOV.BR! DISCORD, PS5 E +

Hoje no TecMundo Podcast

Play Episode Listen Later Sep 8, 2026 13:57


Qualcomm e Amazon fecham acordo por “chips de IA” para data centers. A Xbox vai começar a limitar o tempo de jogo na nuvem para 15 horas mensais. Aparelhos de TV pirata desviam conexões domésticas para crimes na internet. Ministério Público volta a cobrar medidas de proteção a menores no Discord. Rede chinesa invade sites '.gov.br' em fraude de apostas online. PlayStation apresenta nova política de assédio ao cliente após fim da mídia física! Da estratosfera: iPhone 17 Pro resiste a queda de 30 km de altitude e bate recorde e mais!

Career Sessions, Career Lessons
How to Stay Valuable in the Age of AI, with Liat Ben-Zur

Career Sessions, Career Lessons

Play Episode Listen Later Sep 7, 2026 36:10


AI can already draft, summarize, analyze data, write code, and find patterns faster than most of us. So as these capabilities become increasingly commonplace, what will make you valuable?In this episode of Career Sessions, J.R. Lowry talks with Liat Ben-Zur, former senior executive at Microsoft, Qualcomm, and Philips and author of The Bias Advantage, about how AI is changing the skills that matter most—and why some of the experiences that once made your career harder may actually have prepared you for what's coming next.Liat argues that the answer isn't trying to compete with AI at what it does best. Instead, we need to double down on capabilities machines struggle to replicate: judgment, adaptability, empathy, ethical decision-making, creativity, influence, and the ability to see what others miss.They also discuss why hard work alone isn't enough to advance your career, how to make your impact visible without becoming overly self-promotional, why nonlinear careers may become increasingly valuable, and how to use AI to strengthen your thinking rather than replace it.In this episode, you'll learn:Which human capabilities will become more valuable as AI gets betterWhy career setbacks and being an outsider can build unexpected advantagesHow to make sure your contributions are recognized—not just deliveredWhy career range may be more valuable than narrow specializationHow to use AI as a thinking partner without weakening your own judgmentWhat leaders will need to do differently as AI reshapes organizationsIf you're wondering how to remain relevant, differentiated, and valuable as AI transforms the workplace, this conversation offers a practical roadmap.Check out the full series of “Career Sessions, Career Lessons” podcasts here or visit pathwise.io/podcast/. A full written transcript of this episode is also available at https://pathwise.io/podcasts/liat-ben-zur/.For more career guidance and resources, subscribe to my member community at https://community/pathwise.io

TechCrunch Startups – Spoken Edition
Ollie is betting its focus on privacy can help it win the AI assistant race; plus, Qualcomm backs Ultrahuman

TechCrunch Startups – Spoken Edition

Play Episode Listen Later Sep 7, 2026 9:48


The family-focused AI assistant wants access to the details of your everyday life, but says it won't use that data to train AI models or share it with others. Ultrahuman is targeting a $200 million annual revenue run rate by January 2027 as it builds a new Qualcomm-powered smart ring. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ophelia Invest Talks
Berkshire Hathaway, Qualcomm, Meta, HP og MTU Aero Engines: Køb, sælg eller behold? Med Kurt Kara #281

Ophelia Invest Talks

Play Episode Listen Later Sep 7, 2026 40:28


Hvorfor har Kurt Kara købt Berkshire Hathaway, Qualcomm, Meta, HP og MTU Aero Engines til sin portefølje og hvad skal der til, før han sælger dem igen? Det har jeg spurgt ham om.Vi tager aktierne én for én: Hvad er investeringscasen? Hvad ser Kurt i selskabet? Hvorfor er aktien interessant til den nuværende pris? Hvad er de største risici?Tidligere episoder med Kurt Kara som jeg nævner i podcasten:#195 "Pas på pengene" med Kurt Kara, Danmarks svar på Warren Buffett#82 Investering i 2020 med Kurt Kara#32 Value-investering med Kurt Kara part 2#26 Value-investering med Kurt KaraOg så er der stort nyt fra mig: I dag åbner min nye hjemmeside på www.opheliainvest.dk og samtidig starter forsalget af den nye bog Den lille guide til million challenges og det tilhørende arbejdshæfte.Bonus til de hurtige: De første 100, der køber million challenge-startpakken, får som bonus et valgfrit onlinekursus. Bogen og arbejdshæftet udkommer 1. november, men challengen starter allerede nu. Du finder startpakken på forsiden af www.opheliainvest.dk.Husk: Investering er forbundet med risiko. Denne podcast er ikke økonomisk rådgivning, og jeg er ikke ansvarlig for dine økonomiske beslutninger.Kh Sarah Ophelia MøssSociolog, bestsellerforfatter, podcastvært og fortaler for finansiel inklusionEpisode 281 af Ophelias Invest Talk

Canaltech Podcast
A nova geração de notebooks quer aposentar o carregador?

Canaltech Podcast

Play Episode Listen Later Sep 5, 2026 20:12


Durante muito tempo, escolher um notebook potente significava aceitar alguns compromissos: máquinas mais pesadas, baterias que duravam menos e desempenho reduzido quando o computador era desconectado da tomada. A ASUS quer mudar essa lógica com o Zenbook A16, novo notebook premium da marca que chega ao Brasil combinando uma tela de 16 polegadas com peso de apenas 1,2 kg. Em entrevista ao Podcast Canaltech, Murilo Tunholli, da ASUS Brasil, explica que uma das principais apostas do modelo está no Snapdragon X2 Elite Extreme, da Qualcomm. O processador usa arquitetura ARM, que busca combinar desempenho com maior eficiência energética. Segundo o executivo, a proposta é fazer com que o notebook mantenha uma experiência semelhante mesmo quando está longe da tomada. A comparação feita durante a entrevista é com o celular. Ninguém espera que um smartphone fique mais potente quando é conectado ao carregador. A ideia é aproximar o comportamento do notebook dessa experiência. A bateria também ganha destaque. A ASUS estima até 21 horas de reprodução de vídeo offline. Em situações mais próximas do cotidiano, a empresa fala em até 18 horas de streaming e mais de 15 horas de navegação na internet. Outro desafio foi chegar a esses números sem transformar o A16 em um notebook pesado. A fabricante optou por uma bateria de 70 Wh e reorganizou componentes internos para preservar o peso de 1,2 kg. O desempenho gráfico também faz parte da estratégia. A GPU integrada Adreno é voltada principalmente para produtividade e aplicações de criação, mas a ASUS afirma que o avanço dos gráficos integrados começa a diminuir a necessidade de uma placa de vídeo dedicada em determinadas atividades. No Brasil, o Zenbook A16 chega inicialmente vendido exclusivamente pela loja online da ASUS por R$ 22.999. A empresa pretende acompanhar a recepção do produto antes de decidir sobre uma eventual expansão para outros canais. A estratégia já foi adotada com o Zenbook A14, que começou como produto importado e, após a aceitação no mercado brasileiro, passou a ter fabricação local e presença em mais varejistas. Durante a conversa, Murilo também explica como tecnologias apresentadas primeiro nos modelos premium podem chegar posteriormente a outros produtos do catálogo da ASUS. Você também vai conferir: Netflix supera auge da TV paga com plano que exibe anúncios, estudo revela quanto dura a bateria de um carro elétrico e 6G poderá funcionar como radar e detectar até quem está offline. Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de Marcelo Fischer, Danielle Cassita e João Melo. A trilha sonora é de Guilherme Zomer, a edição de Vicenzo Varin e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

The G2 on 5G Podcast by Moor Insights & Strategy
Slicing the Spectrum — From Vodafone's SuperMobile to Space RAN & Robo-Taxis

The G2 on 5G Podcast by Moor Insights & Strategy

Play Episode Listen Later Sep 5, 2026 26:23 Transcription Available


In this episode of The 6G Podcast, Anshel Sag and Mike Dano break down the latest shifts across 5G Standalone deployments, spectrum efficiency milestones, non-terrestrial networks, and the intersection of 6G with autonomous vehicles.Topics Covered:Vodafone Three's "SuperMobile" Slicing Launch:Anshel and Mike discuss Vodafone Three UK's new network slicing tier offering guaranteed minimum throughput (15 Mbps) and enhanced security. They weigh whether consumer and enterprise demand will finally justify standalone premium tiers, contrast it with BT's current stance, and evaluate whether the rollout arrives years too late.Nokia & AI-RAN Spectral Efficiency:A breakdown of Nokia's recent push into AI-driven Radio Access Networks (leveraging Nvidia hardware) and their target of doubling spectral efficiency by 2028. Mike highlights real-world Ookla/RootMetrics benchmarks measuring current bits-per-hertz performance across carriers, while Anshel compares the targets to Qualcomm's 6G projections.Upper 6 GHz Field Testing in Europe & Asia:MasOrange and Ericsson conduct upper 6 GHz trials in Spain, while KDDI and Samsung demonstrate multi-gigabit speeds using 3.6 GHz and extreme MIMO in Japan. The hosts explore how spectrum scarcity will shape regional 6G allocations, including the divergence between US Wi-Fi allocations and China's cellular focus.Space RAN & Direct-to-Device Competition:Canadian player MDA Space announces its "CHORUS" / Aurora LEO satellite constellation aimed at mobile network operators under the Space RAN banner. Mike and Anshel discuss consolidation in the D2D satellite market, Starlink's momentum, and how satellite integration will define future 3GPP standards.Elliott Management vs. Deutsche Telekom / T-Mobile US:Activist investor Elliott Management challenges Deutsche Telekom's path to total control over T-Mobile US, pushing instead for share buybacks. The co-hosts look at the broader implications of T-Mobile's executive turnover—including the departure of its CFO—and the geopolitical hurdles facing cross-border telecom ownership.Autonomous Driving Reaches the Streets:Mike and Anshel reflect on the rapid rollout of commercial robo-taxis across US cities, including Waymo expansions and Tesla Cybercab sightings. Anshel shares insights into the automotive development cycle, predicting the emergence of true 6G-connected autonomous vehicles around 2032 and the role ISAC (Integrated Sensing and Communication) will play.

The MacRumors Show
209: iPhone 18 Pro & iPhone Ultra Event Expectations

The MacRumors Show

Play Episode Listen Later Sep 4, 2026 49:47


Ahead of Apple's "Surprise and shine" event on September 9, we talk through everything to expect on this week's episode of The MacRumors Show.00:00 Intro04:37 AirPods 5 predictions09:26 Apple Watch predictions18:35 iPhone 18 Pro expectations28:39 iPhone Ultra first look43:50 Apple Pencil and home product rumors49:12 Event coverage and closing remarksThe event begins at 10:00 a.m. Pacific Time at the Apple Park campus in Cupertino, California, and will be streamed on Apple's website, on YouTube, and through the Apple TV app. It is the first keynote since John Ternus succeeded Tim Cook as chief executive on September 1. Rumors suggest at least six new products will arrive at the event. The Apple Watch Series 12 is expected to add a new chip, improved fitness tracking, better battery life, continuous heart-rate collection, and redesigned Health and Fitness experiences. A ceramic case option may return in white or dark gray, but no major redesign or Touch ID is now expected.The Apple Watch Ultra 4 should receive the same new chip and health upgrades, again without a redesign. Apple may also expand its existing satellite connectivity features on the device with satellite Apple Maps and photo sharing in Messages.AirPods 5 is expected to arrive in two versions, with and without active noise cancellation. Both may use an H3 chip for improved sound and lower latency, but are not expected to add the AirPods Pro 3's heart-rate sensor.The iPhone 18 Pro should retain the iPhone 17 Pro's design while gaining an A20 Pro chip on TSMC's 2nm process, with RAM integrated on the same wafer. Other expected upgrades include a LTPO+ display, Samsung image sensor, simplified Camera Control without a capacitive layer, a narrower Dynamic Island, 12GB of RAM, 256GB base storage, and 5G satellite internet. It may use Apple's C2 modem outside the U.S., while U.S. models will likely retain Qualcomm hardware for mmWave connectivity.The ‌iPhone 18 Pro‌ Max should share the smaller models's upgrades while adding a 5,391mAh battery in China and 5,567mAh battery in the U.S.. It may be thicker, heavier, and around 243 grams, with a variable-aperture main camerathat could be exclusive to the larger device.The foldable iPhone, likely called the “iPhone Ultra," is expected to be the biggest announcement, using a wide passport-style design with 5.5-inch outer and 7.8-inch inner displays, an iPad-like 4:3 aspect ratio, and a nearly invisible screen crease. It may feature a titanium-and-aluminum chassis, liquid-metal hinge, vapor-chamber cooling, A20 Pro chip, dual 5,400mAh to 5,800mAh batteries, ‌Touch ID‌ power button instead of Face ID, rear wide and ultra wide cameras, dual selfie cameras in hole-punch cutouts, and the Camera Control button, with 256GB, 512GB, and 1TB storage options. It is also expected to be more repairable than rival foldables.

In Touch with iOS
440 - Jeff Says Nope to AGI — Apple AI, Macs, and iOS 27

In Touch with iOS

Play Episode Listen Later Sep 4, 2026 92:46


The latest In Touch With iOS with Dave he is joined by Chuck Joiner, Jeff Gamet, Eric Bolden, Marty Jencius, Guy Serle. This week, the panel discusses John Ternus taking over as Apple CEO, Tim Cook's farewell, and the executive changes marking a new era at Apple. We cover the latest iOS 27, visionOS 27, macOS 27, watchOS 27, and tvOS 27 betas, plus strong AI-driven demand for Mac mini and Mac Studio and changes to Intel Mac support. Other topics include the Lake America mapping controversy, a useful Control Center Shortcut, Storm Radar bringing weather and navigation to CarPlay, Apple TV and Apple One price increases, older Macs becoming obsolete, and this week's Things We Found. The show notes are at InTouchwithiOS.com  Direct Link to Audio  Links to our Show Give us a review on Apple Podcasts! CLICK HERE we would really appreciate it! Click this link Buy me a Coffee to support the show we would really appreciate it. intouchwithios.com/coffee  Another way to support the show is to become a Patreon member patreon.com/intouchwithios Website: In Touch With iOS YouTube Channel In Touch with iOS Magazine on Flipboard Facebook Page BlueSky Mastodon X Instagram Threads Topics and Links Summary This week, Dave is joined by Jill McKinley, Chuck Joiner, Jeff Gamet, Eric Bolden, Marty Jencius, and Guy Serle for a packed episode that begins with a major changing of the guard at Apple. Tim Cook has wrapped up his final day as CEO and moves into the executive chairman role as John Ternus officially takes over. The panel discusses Cook's farewell message, Ternus's first memo to Apple employees, what his hardware-engineering background could mean for Apple's future, and the wider executive changes accompanying the transition, including Phil Schiller scaling back his responsibilities. The crew also covers the latest Apple beta releases, including visionOS 27 beta 8, iOS and iPadOS 27 developer beta 8 and public beta 6, watchOS 27 beta 8, tvOS 27 beta 8, and macOS 27 beta 8. They look at the new iPhone Handoff capability in iOS 27, unexpectedly strong demand for Mac mini and Mac Studio for AI workloads, and Apple giving Mac App Store developers the option to drop Intel support. Other topics include the unusual Lake Ontario/Lake America mapping controversy involving Apple Maps, Google Maps, and MapQuest; a handy Shortcut for jumping directly to the current app's Settings from Control Center; and Storm Radar bringing route-aware weather, alerts, and navigation to CarPlay. In the news, Qualcomm is raising chip prices, several older Macs have moved onto Apple's obsolete-products list, Apple has been inducted into the Brand Hall of Fame, and Apple TV and the Apple One Individual plan are getting more expensive. Plus, Dave's Things We Found pick is the E-Rhino 165W four-port GaN USB-C charger Opening Segment Apple Transition: Tim Cook's Legacy and the John Ternus Era As of September 1, Apple has officially transitioned to a new leadership structure with John Ternus stepping in as CEO and Tim Cook assuming the role of Executive Chairman. This major shift includes Cook's final reflections, Ternus's initial vision for the company, and several notable executive reassignments accompanying the change. Tim Cook's departure from the CEO role On his final day as CEO, August 31, Cook shared an emotional message with Apple staff, expressing deep gratitude and characterizing his leadership years as a singular honor. Cook will continue to provide guidance in his new capacity as Executive Chairman. 9to5Mac - Tim Cook's full memo to employees on his last day as CEO (Aug. 31, 2026) John Ternus's first address as CEO During his first official day, Ternus acknowledged Cook's mentorship and emphasized his confidence in the current workforce. His message highlighted the upcoming September 9 launch and future product roadmaps, suggesting a focus on continuity while the panel analyzes his specific leadership style. 9to5Mac - Read new Apple CEO John Ternus's full memo to employees (Sept. 1, 2026) Apple Leadership Broad executive reshuffling Reporting indicates that the transition involves several high-level moves. Former CFO Luca Maestri has concluded his Corporate Services tenure, with Kevan Parekh assuming those duties. Adrian Perica is no longer appearing on the leadership roster, while Laura Legros has rejoined Apple in a strategic capacity supporting Ternus. 9to5Mac - John Ternus's first day as Apple CEO: Here's the latest (Sept. 1, 2026) Phil Schiller steps back Schiller has officially shifted his focus away from the App Store and product events, though he maintains his status as an Apple Fellow. Eddy Cue will now oversee the App Store with Carson Oliver managing daily operations, while Nola Weinstein takes the lead on events. This raises questions about how much of the senior hierarchy is being restructured at once. MacRumors - Apple's Phil Schiller Scales Back Role as John Ternus Era Begins (Aug. 31, 2026) Topics and Links In Touch With Vision Pro this week visionOS 27 beta 8 Apple released visionOS 27 developer beta 8 on August 31. Apple Developer lists build 24M5361a. This is a developer beta, not a final release. MacRumors - Apple Seeds Eighth visionOS 27 Beta to Developers (Aug. 31, 2026) Apple Developer - visionOS 27 release notes Apple Vision Pro was just used in a first-of-its-kind surgery Beta this week iOS 27 and iPadOS 27: developer beta 8 and public beta 6 Apple released iOS 27 and iPadOS 27 developer beta 8 on August 31, build 24A5430a. Later that day Apple released public beta 6 for iOS 27 and iPadOS 27. MacRumors reported no notable new features in the day's developer builds as the cycle approaches release. MacRumors - iOS 27/iPadOS 27 developer beta 8 (Aug. 31, 2026) MacRumors - iOS/iPadOS 27 public beta 6 (Aug. 31, 2026) Apple Developer - iOS & iPadOS 27 release notes watchOS 27 beta 8 Apple released watchOS 27 developer beta 8 on August 31. Apple Developer lists build 24R5360a. MacRumors - watchOS 27 beta 8 (Aug. 31, 2026) watchOS 27 Beta 8 Release Notes | Apple Developer Documentation   tvOS 27 beta 8 Apple released tvOS 27 developer beta 8 on August 31. Apple Developer lists build 24J5360a. MacRumors - tvOS 27 beta 8 (Aug. 31, 2026) tvOS 27 Beta 8 Release Notes | Apple Developer Documentation   iOS 27's new iPhone Handoff feature iOS 27 feature that can switch between two iPhones using the same phone number. Setup appears under Cellular, with one iPhone designated as the main device and the other as a companion. Carrier support appears to be required, so availability still needs confirmation when iOS 27 ships. MacRumors - iOS 27 Introduces New 'iPhone Handoff' Feature (Sept. 2, 2026) In Touch With Mac this week macOS 27 Golden Gate beta 8 Apple released macOS 27 developer beta 8 on August 31. Apple Developer lists build 26A5425a. The Mac beta stays in the Mac section rather than Beta this week. MacRumors - macOS 27 beta 8 (Aug. 31, 2026) Apple Developer - macOS 27 release notes AI demand reportedly caught Apple off guard on Mac mini and Mac Studio MacRumors, citing The Information, reports that unusually strong enterprise demand for Macs used for AI workloads helped drive Apple's unusually early Mac mini and Mac Studio launch. The report says high-end configurations have faced supply pressure amid the broader memory shortage. MacRumors - Apple Caught Off Guard by AI Demand for Mac Mini and Mac Studio (Aug. 30, 2026) Mac App Store apps can now drop Intel Mac support Apple told developers that universal Mac App Store apps requiring macOS 13 or later can remove the x86_64 architecture. Intel users can keep using the last compatible version, but developers can stop shipping updates to Intel Macs. MacRumors - Mac App Store Apps Can Now Drop Support for Intel Macs (Sept. 1, 2026) Other Topics In Touch with Jeff Gamet's Blog Will AI Ever Attain AGI Level? Nope Anthropic has upgraded Claude's computer-use capability on Mac so tasks can run in the background Anthropic upgrades Claude's computer use to run in the background on Mac Tip: open the current app's Settings from Control Center A Shortcut shared by Quinn Nelson can be assigned to Control Center's Run Shortcut control or the Action button, providing a fast path to the Settings page for the app currently in use. MacRumors How-To - Open the Current App's Settings From Control Center (Sept. 2, 2026) App: Storm Radar comes to CarPlay The Weather Channel's Storm Radar 4.0.19 added a dedicated CarPlay app with map/satellite views, weather layers, destination conditions, navigation, route weather alerts, and automatic rerouting. This is standard CarPlay, not CarPlay Ultra. 9to5Mac - Apple CarPlay just added a major weather app (Aug. 30, 2026) News Qualcomm raises chip prices Qualcomm said chip prices would rise by double digits for chips shipped after September 1, citing higher supplier costs. The Apple angle is the continuing importance of component pricing as Apple shifts more modem work in-house. MacRumors - Qualcomm Raising Chip Prices Starting Tomorrow (Aug. 31, 2026) Three more Macs become obsolete Apple moved the 2018 Retina MacBook Air, 13-inch 2018 MacBook Pro with four Thunderbolt 3 ports, and 13-inch 2017 MacBook Pro with two Thunderbolt 3 ports to its obsolete list. Obsolete products are generally no longer eligible for Apple hardware service, although Apple's laptop battery-only repair policy can extend longer in some cases. MacRumors - Apple Adds Three More Macs to Obsolete Products List (Aug. 31, 2026) Apple enters the Brand Hall of Fame The One Club for Creativity selected Apple as the first brand inducted into its newly established Brand Hall of Fame, recognizing the company's history of influential advertising. MacRumors - Apple Inducted Into 'Brand Hall of Fame' for Iconic Ads (Aug. 31, 2026)  This week's "Things we found" Dave: mfish E-RHINO 165W 4-Port GaN USB-C Charger. The manufacturer lists four USB-C ports, up to 165W combined dual-port output, up to 140W from C1 or C2 individually, and a display showing output and temperature. Current direct-site pricing should be checked at recording time. Amazon mfish direct product page Eric: OWC drive dock   A good way to swap between several old drives while waiting for drive prices to drop. https://www.owc.com/solutions/drive-dock   https://amzn.to/4cviDHk Jeff: Riff Calendar It's a calendar app that lets you zoom in for a more granular look at your schedule instead of the traditional day, week, and month views. It's in beta for iPhone now. https://riffcalendar.com/ Chuck: ORICO External Hard Drive Case for 3.5 Inch HDD/SSD 5 Packs Portable Hard Drive Carrying Protective Storage Box Anti-Static and Shockproof https://amzn.to/4qWI6PZ 57 Nut and Bolt Thread Checker with 21 Standard &17 Metric &19 Drill Gauges https://amzn.to/3UAhhVB Marty: Chad Powers: on Hulu Season 1 Trailer: https://www.youtube.com/watch?v=_nFZMD8FMM0 Season 2 Trailer: https://www.youtube.com/watch?v=-8B59O_18Dc  Ted Lasso Party Game: https://www.amazon.com/Funko-63413-Ted-Lasso-Game/dp/B09QV34247 Announcements Macstock X wrapped up for 2026 what a great event! Stay tuned for the Digital pass coming soon Digital Pass | Macstock Conference & Expo Our Host Dave Ginsburg is an IT professional supporting Mac, iOS and Windows users and shares his wealth of knowledge of iPhone, iPad, Apple Watch, Apple TV and related technologies. Visit the YouTube channel https://youtube.com/intouchwithios follow him on Mastodon @daveginsburg, , BlueSky @daveginsburg and the show @intouchwithios   Our Co-Hosts Jeff Gamet is a podcaster, technology blogger, artist, and author. Previously, he was The Mac Observer's managing editor, and Smile's TextExpander Evangelist. You can find him on his blog Jeff Gamet - Mastadon @jgamet Pixelfed @jgamet@pixelfed.social and Bluesky @jgamet.bsky.social Podcasts The Context Machine Podcast  Retro Rewatch Retro Rewatch His YouTube channel https://youtube.com/jgamet Buy his art! Jeff Gamet Art Marty Jencius, Ph.D., is a professor of counselor education at Kent State University, where he researches, writes, and trains about using technology in teaching and mental health practice. His podcasts include Vision Pro Files, The Tech Savvy Professor and Circular Firing Squad Podcast. Find him at jencius@mastodon.social  https://thepodtalk.net  Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him by email at eabolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast.   Jill McKinley works in enterprise software, server administration, and IT. A lifelong tech enthusiast, she started her career with Windows but is now an avid Apple fan. Beyond technology, she shares her insights on ai, nature, faith, and personal growth through her podcasts. Her content on YouTube at @smallstepswithai and follow her on X @NorthwoodsJill. Find all her work at http://jillfromthenorthwoods.com  Chuck Joiner is the host of MacVoices and hosts video podcasts with influential members of the Apple community. Make sure to visit macvoices.com and subscribe to his podcast. You can follow him on Twitter @chuckjoiner and join his MacVoices Facebook group.

Radiogeek
Radiogeek 2932: IA de hacking de OpenAI, filtración masiva y Nueva York

Radiogeek

Play Episode Listen Later Sep 3, 2026 26:57


El programa 2932 de Radiogeek repasa las novedades tecnológicas más importantes del día: Google finalmente ofrece algo de alivio a los propietarios de Chromecast más antiguos; El próximo chip premium de Qualcomm incorpora la GPU Adreno 'Neural Fusion'; El parche de seguridad de agosto de 2026 acaba de comenzar a implementarse en los teléfonos de gama media más populares de Samsung; OpenAI está a punto de lanzar su primera IA con capacidades de hacking “críticas”; Se filtraron a la web oscura escaneos digitales de más de 153 millones de licencias de conducir y por último La ciudad de Nueva York prohíbe el uso de herramientas de IA generativa en las escuelas públicas para estudiantes hasta octavo grado. Toda esta información la pueden encontrar desde nuestra web www.infosertec.com.ar o bien desde el canal de Telegram/Whastapp, o Instagram. Esperamos sus comentarios.

Light Reading Podcasts
Unpacking 6G with Omdia's Gabriel Brown

Light Reading Podcasts

Play Episode Listen Later Sep 1, 2026 38:11


Omdia's Gabriel Brown joined the Signal Strength podcast to discuss and dissect Qualcomm's '6G Leadership Day,' which dug into emerging use cases, potential moneymakers and anticipated product timelines. Hosted on Acast. See acast.com/privacy for more information.

Beurswatch | BNR
Amazon onder de loep: 'Klanten voor 20 miljard misleid'

Beurswatch | BNR

Play Episode Listen Later Sep 1, 2026 21:57


Amazon krijgt de toezichthouder achter zich aan. De FTC start samen met 22 Amerikaanse staten een zaak tegen de webgigant, omdat die klanten zou hebben misleidt. Amazon zou adverteerders stiekem hogere prijzen laten betalen via schaduwtarieven en nep-biedingen. 1,2 miljoen klanten waren sinds 2019 de dupe, zegt de FTC. En de totale rekening zou oplopen tot 20 miljard dollar. Hoe donker is de wolk die boven Amazon hangt? Dat hoor je in deze aflevering. Verder hebben we het over Shein. Vier jaar moest het bedrijf wachten op de eigen beursgang. En dat blijkt nu allemaal voor een teleurstelling te zijn geweest. De eerste beursdag was bepaald geen feest. Kan het dat dan wel nog worden en wat is daarvoor nodig? Er is ook nog goed nieuws! Want de geplande Box 3-plannen worden geparkeerd. In de gelekte prinsjesdagstukken wordt er niet over gesproken maar bronnen melden dat er wel degelijk ontwikkelingen zijn. En je komt meer te weten over robot-eendjes. Kwek! Te gast: Arend Jan Kamp, van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Mobile Tech Podcast with tnkgrl Myriam Joire
Dell XPS 13 review, Samsung Galaxy S26 FE, Apple Mac mini M6/M5 Pro and Mac Studio M5 Max/Ultra, and more with Marc Saltzman of Tech It Out

Mobile Tech Podcast with tnkgrl Myriam Joire

Play Episode Listen Later Aug 31, 2026 71:20


Tune into episode 494 of the Mobile Tech Podcast with guest Marc Saltzman of Tech It Out -- brought to you by Mint Mobile. In this week's show, we review Dell's ultra thin and light XPS 13 laptop TCL's Tab 8 NXTPaper 5G tablet , and Hypershell's X Ultra S exoskeleton. We then discuss Samsung's new Galaxy S26 FE plus Apple's Mac mini M6 and M5 Pro and Mac Studio M5 Max and M5 Ultra. Finally, we cover rumors, leaks, and news from Samsung, Apple, Qualcomm, and Gamescom.Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Marc Saltzman: https://www.threads.com/@marcsaltzman- Mark's Dell XPS 13 review: https://www.reviewed.com/laptops/content/dell-xps-13-dx13260-review- Samsung Galaxy S26 FE: https://www.theverge.com/report/985187/samsung-galaxy-s26-fe-hands-on-preview-specs-features-design- Samsung Galaxy S17 Ultra renders leak: https://www.gsmarena.com/take_a_look_at_the_samsung_galaxy_s27_ultra_in_some_fresh_highquality_cad_renders-news-74333.php- Apple iPhone event is Sep 9: https://www.gsmarena.com/apple_schedules_iphone_event_for_september_9-news-74357.php- Apple Mac mini M6 (2nm) and M5 Pro plus Mac Studio M5 Max and M5 Ultra: https://www.gsmarena.com/apple_announces_new_mac_mini_and_mac_studio_with_m6_and_m5_chips-news-74335.php- Qualcomm Snapdragon 8 Elite Gen 6 and Gen 6 Pro to reach 5GHz: https://www.gsmarena.com/qualcomm_confirms_that_its_next_snapdragon_flagship_platform_will_reach_5ghz-news-74343.php- Mark's Gamescom / Stage Tour coverage: https://ca.news.yahoo.com/saltzman-play-gamescom-2026-154307087.html- TCL Tab 8 NXTPaper 5G review: https://www.pcmag.com/reviews/tcl-tab-8-nxtpaper-5g- Hypershell X Ultra S review: https://www.wired.com/review/hypershell-x-ultra-s/Affiliate Links (If you use these links to buy something, we might earn a commission)- Dell XPS 13 2026: https://amzn.to/4zSOvjg- Samsung Galaxy S26: https://amzn.to/4xqbws1- Apple Mac mini M6: https://amzn.to/45XFyaA- Apple MacBook Neo: https://amzn.to/45Z2JRP- TCL NXTPaper 11 Plus: https://amzn.to/4xwpPvh

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Elon Musk Explains How the AI Bubble Will Burst - Professional Investor Reacts

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Aug 31, 2026 20:28


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcAI is everywhere right now… but what happens when the technology powering the AI boom starts running into real-world limits? This conversation takes a deeper look at the AI bubble debate, and the biggest risks might have less to do with the technology itself and more to do with power, chips, competition, and expectations.There's a part in here that really hits. AI needs two critical things to keep scaling: chips and electricity. And while the US is pouring massive amounts of money into data centers and AI infrastructure, the power needed to support that growth is becoming a serious bottleneck. China is rapidly expanding its electricity generation, while US data center projects are facing long interconnection queues and years of delays.The energy infrastructure angle gets especially interesting too. Gas turbines are becoming a critical bridge for AI data centers that can't wait years for new grid capacity. GE Vernova, Siemens Energy, and Mitsubishi Heavy Industries are positioned right in the middle of this trend, while turbine demand and backlogs continue to rise. GE Vernova and Siemens Energy have already seen huge gains as investors recognize just how much power the AI boom is going to require.Then there's the China problem. US restrictions on advanced AI chips may have slowed China down in the short term, but they're also pushing the country to build its own semiconductor ecosystem. SMIC is already producing advanced chips using older technology, while Chinese AI models are becoming increasingly competitive and significantly cheaper. If the gap continues to close, a potential AI price war could put pressure on the enormous spending plans that investors have already priced into the market.And this is where the stock market analysis gets really interesting. If an AI correction actually starts, the semiconductor leaders could be among the first places to look. Nvidia, Broadcom, Micron, AMD, Intel, Qualcomm, Marvell, and other major chip stocks could provide an early warning. Nvidia is especially important because of its enormous market cap weighting in the S&P 500. After an explosive move, Nvidia has now been struggling around the same levels it traded at months ago, creating a frustrating and choppy environment for traders.✅ AI bubble risks, power constraints, and data center demand✅ Nvidia, Broadcom, Micron, AMD, Intel, and semiconductor analysis✅ GE Vernova, Siemens Energy, and the AI power infrastructure boom✅ China, AI chips, SMIC, and growing competition in artificial intelligence✅ AI valuations, market concentration, order blocks, momentum, and riskIf you've been wondering whether the AI boom is getting overheated… this one is worth watching. The technology might continue changing the world, but that doesn't mean every AI stock can keep going up forever. Sometimes the biggest warning signs are hiding underneath the story everyone is excited about.Video Link:https://www.youtube.com/watch?v=PMwIW8ZT69o&t=692sSubscribe to OVTLYR for disciplined trading strategies that actually make sense.

The G2 on 5G Podcast by Moor Insights & Strategy
Qualcomm's 6G Leadership Day, AI-Native Networks, ISAC Demos, FWA Performance, Starlink's Terrestrial Ambitions, and Apple Foldable Rumors

The G2 on 5G Podcast by Moor Insights & Strategy

Play Episode Listen Later Aug 29, 2026 40:23 Transcription Available


Anshel Sag and Mike Dano return for episode 257 of the 6G Podcast and recap Sag's visit to Qualcomm's 6G event, highlighting Qualcomm's view that 6G standards will remain global, real ISAC drone/car sensing demos, Giga-MIMO results (up to 16 Gbps downlink), a push for 400 MHz bandwidth, and an “AI-native” 6G approach including a compute card for the RAN while arguing GPUs aren't required. Dano summarizes Ookla's fixed wireless access report showing U.S. FWA holding up well with T-Mobile's median downloads over 200 Mbps and seasonal foliage effects, plus AT&T speed gains tied to EchoStar mid-band spectrum. They discuss MobileX being mostly acquired by Charlie Ergen's Connex, Starlink's stated plan to build a U.S. terrestrial network, Lockheed Martin's Verizon 5G-powered drone detection service Netsense launching next year, and expectations around a possible foldable iPhone at Apple's September 9 event.00:00 Welcome Back and Catch Up01:01 Qualcomm 6G Vision02:58 ISAC and Giga MIMO Demos04:41 AI Native 6G and GPU Debate11:06 Fixed Wireless Performance Report15:16 MobileX Acquisition and MVNOs18:44 Starlink Terrestrial Network Plans25:50 Lockheed Netsense Drone Detection29:37 Apple Event Foldable iPhone Buzz31:30 Foldables Demand and Tradeoffs39:58 Wrap Up and Where to Follow

Undiscovered Entrepreneur ..Start-up, online business, podcast
The David vs. Goliath Playbook for Competing Against Big, Well-Funded Competitors

Undiscovered Entrepreneur ..Start-up, online business, podcast

Play Episode Listen Later Aug 25, 2026 27:57 Transcription Available


Did you like the episode? Send me a text and let me know!! In the late 1980s, a tiny startup called Qualcomm kept losing massive trucking contracts — not to better technology, not to a cheaper product, but to something that didn't even exist. Their competitor was selling a promise, a delay, a ghost. And Qualcomm almost died for it. In this episode of Business Conversations with Pi and Piette 2.0, PI and Piette answer a listener's ultimate founder anxiety question from tuepodcast.net/askpi: "How do I compete in a saturated market against big, well-funded competitors?" The answer draws from Y Combinator archives, Forbes strategy pieces, startup veterans, and some of the most instructive David vs. Goliath business stories ever told — from Instacart vs. Amazon to Zappos vs. every retail giant in existence. The conclusion? Your biggest competitive advantage isn't your brilliance. It's their comfort. What You'll Learn: Why obsessing over your competitor's every move is the single biggest strategic error a founder can makeThe race car driver analogy that explains why looking at the wall means hitting the wallThe Justin.tv story: how copying a competitor's feature caused two companies to waste their own runway simultaneouslyWhy vaporware is a psychological weapon — and how Qualcomm survived itWhy competing on price against a well-funded Goliath is always a death sentenceThe Willie Keeler "hit them where they ain't" strategy and the blue ocean approachHow Maxim Integrated built a billion-dollar company by serving the customers giants couldn't afford to bother withHow Prego's extra chunky sauce discovered a hidden one-third of the American market that nobody was servingHow Absolut Vodka carved out a premium niche in a market where the product is legally identical to every competitorWhy Zappos and Digi-Key weaponized speed and customer service to outmaneuver corporate giantsThe 100X rule: why being 30% better isn't enough — and how Instacart solved the avocado problem Amazon couldn'tHow Cruise beat Google's decade-long self-driving head start by seeking out the hardest problems on purposeTimestamps: [00:00:00] – Introduction & The Listener Question[00:01:00] – Qualcomm vs. a Product That Didn't Exist: The Opening Hook[00:02:30] – The Classic Goliath Problem: How Every Ambitious Founder Gets Here[00:03:00] – The Race Car Driver Analogy: Why Looking at the Wall Means Hitting It[00:04:00] – Justin.tv (Later Twitch) and the Corporate Imposter Syndrome Trap[00:05:00] – The Blind Leading the Blind: When Both Competitors Are Copying Each Other's Mistakes[00:06:00] – The Theater Set Illusion: Why Your Competitor's PR Is Just Duct Tape and Panic[00:06:30] – Markets Support Multiple Winners: The Regional Bank Reality Check[00:07:00] – Stop Watching Competitors — Start Watching Alternatives[00:07:30] – Qualcomm's Full Story: Fighting Vaporware With a Real Product[00:08:30] – The Pork Chop Joke: Why Competing on Price Is the Fastest Way to Die[00:09:30] – Hawaiian Airlines vs. Southwest: How Well-Funded Giants Use Cross-Subsidization to Destroy You[00:10:30] – Willie Keeler's "Hit Them Where They Ain't" — The Blue Ocean Approach[00:11:00] – Maxim Integrated: Building a Billion-Dollar Empire on the Long Tail Nobody Else Wanted[00:12:30] – Howard Moskowitz and Prego's Extra Chunky Sauce: Finding the Hidden Cluster[00:13:30] – Absolut Vodka: Competing on Packaging When the Product Is Legally Identical[00:14:00] – The Meatball Shop & Bonobos: Do One Thing, Own It[00:14:30] – Weaponizing Speed and Customer Service: Your Two Asymmetrical Advantages[00:15:30] – Digi-Key: $2 Billion in Revenue With Zero Salespeople[00:16:30] – Zappos: How Human Customer Service Creates Loyalty Corporate Advertising Can't Buy[00:17:30] – The Psychology of the Sale: Addressing Hopes, Fears & Structural Tension[00:18:30] – What Happens When the Giant Wakes Up? The 100X Rule[00:19:30] – Instacart vs. Amazon: Why a Trillion-Dollar Company Couldn't Pick the Right Avocado[00:20:30] – Cruise vs. Google: Beating a 10-Year Head Start by Seeking the Hardest Problems[00:21:30] – Full Playbook Summary & the Final Provocative Thought[00:23:00] – Submit Your Question & Wrap-UpCompanies & Stories Referenced: Qualcomm / Omnitracs, Justin.tv (Twitch), Shelby.tv, Maxim Integrated, Prego (Howard Moskowitz), Absolut Vodka, The Meatball Shop, Bonobos, Digi-Key, Zappos, Instacart vs. Amazon, Cruise vs. Google, Southwest vs. Hawaiian Airlines Submit Your Question:

eCom Pulse - Your Heartbeat to the World of E-commerce.
219. How To Fix Retail Shelves with Amit Chachek

eCom Pulse - Your Heartbeat to the World of E-commerce.

Play Episode Listen Later Aug 25, 2026 36:38


Amit Chachek spent two decades building award winning visual effects for brands like Walmart and Coke before founding WeR AR, an augmented reality company built to fix the physical retail shelf.His core argument is simple. Retailers know everything about their backroom inventory and everything about the point of sale, but the space in between, the shelf itself, is a blind spot.Amit walks through how WeR AR uses a standard smartphone camera, no robots or fixed shelf cameras required, to let employees detect, verify, and fix shelf issues in real time. He explains the RGIS partnership, how data ownership is split between the platform and the retailer, and why he still believes smart glasses are three to five years from being useful in the enterprise.Listeners get a grounded look at where AI actually helps on the retail floor right now, and where the hype around wearables and robotics still outpaces reality.Website: https://expanio.com/Podcast website: https://expanio.com/commerce-untold-podcast/Eitan Koter's LinkedIn: https://www.linkedin.com/in/eitankoter/YouTube: https://www.youtube.com/@expanioglobalGuest: Amit Chachek, CEO, WeR ARAmit Chachek's LinkedIn: https://www.linkedin.com/in/amitchachekWeR AR: https://wer.ioKey Takeaways: • The retail shelf hasn't changed in 100 years, and that gap between backroom and POS data is where retailers are blind • A regular smartphone camera can replace shelf scanning robots and fixed cameras, cutting hardware and ROI headaches • Augmented reality on shelf can cut daily shelf management tasks by fifty to eighty percent • Humans empowered by AR outperform robots because robots can detect problems but cannot execute fixes on the shelf • Vision-language models still can't consistently understand spatial environments from video, which is why smart glasses remain years away from real utility • Winning enterprise retail deals takes one internal champion willing to test in real stores for over a year before wider rolloutChapters:[00:16] Introduction: From VFX to Retail Shelves[01:11] Amit's ADHD Story and the Road to Entrepreneurship[04:20] Leaving Media and Entertainment for Augmented Reality[09:40] How AI Reshaped WeR AR's Roadmap[13:43] Pitching Shelf Intelligence to Store Managers[15:23] Smartphones vs. Shelf Scanning Robots[17:20] The RGIS Partnership and Retail Data Ownership[22:19] Smart Glasses, Qualcomm, and Why Phones Still Win

Windows Central Podcast
Windows 11 just keeps getting better

Windows Central Podcast

Play Episode Listen Later Aug 24, 2026 56:43


In this week's episode of the Windows Central Podcast, Daniel Rubino and Zac Bowden break down the latest Windows 11 insider features, focusing heavily on major overhauls coming to context menus, File Explorer polish, and options to force apps to open full-screen. They also dive into a surprising new Signal 65 processor study highlighting how Qualcomm's Snapdragon X2 chips stack up against Intel and AMD, wrap up recent Windows 11 improvements from March onward, and touch on various tech ecosystem shifts. This episode of the Windows Central Podcast is sponsored by Surfshark VPN. Unlimited devices, access your content from anywhere, and auto-block malware on Windows, Edge, and other platforms from $2.50/mo, with 3 months extra FREE. Sign up today! 00:00 — Introduction & Welcome 03:45 — Qualcomm Snapdragon X2 vs. Intel & AMD: Analyzing the Signal 65 processor study results, showing how Qualcomm beats out Intel and AMD chips in recent laptop testing. 10:15 — Windows 11 Context Menu Overhaul: Breaking down new customizable, faster context menus in Windows 11 Insider builds, including default cleanups and third-party app management. 24:30 — File Explorer Improvements: Reviewing massive performance updates, elimination of freezing/hang delays, and better UI polish for File Explorer. 42:10 — Forcing Apps to Open Full-Screen: Discussing the new Windows settings toggle that allows users to automatically launch apps in full-screen mode. 52:00 — Recap of Windows 11 K2 Features & General State of the OS: A look back at the overall quality-of-life improvements rolled out to Windows 11 since March. 1:05:15 — Wrap-Up & Outro

The Six Five with Patrick Moorhead and Daniel Newman
Marvell's $120B Google Win, Modular's Open Compiler Play, and the Fight Over NVIDIA's Ohio Scale-Back

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Aug 24, 2026 59:32


Patrick Moorhead and Daniel Newman break down Marvell's $120 billion custom-silicon deal with Google, Qualcomm-owned Modular's open-source compiler push at ModCon 2026, and state-level pushback against AI data center construction in Texas and Pennsylvania. The hosts also flip roles to debate whether NVIDIA's reduced Ohio financing guarantee signals cracks in the AI infrastructure buildout. The handpicked topics for this week are: Marvell and Google Finalize $120 Billion Custom-Silicon Deal: Marvell secured a six-and-a-half-year agreement with Google worth close to $20 billion annually, alongside a warrant covering approximately 7% of the company. The deal extends Marvell's position across all three major hyperscalers through attach silicon: accelerators, optical and networking connectivity, memory interfaces, and near-memory compute built around the TPU ecosystem. Patrick Moorhead noted Marvell's CXL memory-pooling work signals where next-generation architecture is heading beyond current TPU designs. (The Decode) Modular Delivers on Open Compiler Promise at ModCon 2026: Modular open-sourced its Mojo compiler under Apache 2.0 and launched Modular Cloud, a platform letting enterprises arbitrate across both AI models and underlying hardware architectures. Moorhead reported the update removes device restrictions from the Max license and adds support for AWS Trainium and Qualcomm's own data center accelerators, with an alliance program set to launch by year-end. He argued the move gives Qualcomm indirect revenue exposure across every token served, extending its footprint from data center to edge, robotics, and industrial IoT. (The Decode) OpenAI Balances a Safety Push With Codex-Driven Enterprise Wins: OpenAI paused reinforcement learning for its newest model and strengthened its data-retention policies, while high-profile Codex results—including Asana compressing an estimated five-year engineering effort into two weeks—showcased its enterprise impact. Daniel Newman saw the timing as an effort to reset the narrative around safety and transparency after months of competitive pressure from Anthropic. Patrick Moorhead also examined OpenAI's use of activation classifiers, which monitor internal model activity token by token and trigger deeper review only when risks are detected—a safeguard that adds roughly 20% to inference costs. (The Decode) Texas and Pennsylvania Tighten Rules on AI Data Center Development: Governors in both states issued new restrictions within two weeks of each other, with Texas pausing new approvals pending an audit, and Pennsylvania adding fresh permitting requirements. Moorhead reported that at least 40% of Texas's planned data centers run on self-sustaining natural gas power and never touch the ERCOT grid. Newman connected the political friction to a communications gap, noting recent polling shows more support for a nuclear plant nearby than a new AI data center. (The Decode) Micron Commits $10 Billion to Boise Research Labs on Top of $50 Billion Fab Buildout: Micron unveiled a decade-long research lab investment in Boise, Idaho, alongside its existing $50 billion fabrication expansion, part of a CapEx program Newman noted totals roughly a quarter trillion dollars in commitments. Both hosts framed the spending as reinforcing memory's strategic status alongside leading-edge logic, with Newman citing HBM's technical differentiation as harder for competitors to replicate than standard NAND or DRAM. Moorhead pointed to Micron CEO Sanjay Mehrotra's argument that domestic memory manufacturing will determine AI leadership. (The Decode) The Flip: Is NVIDIA's Ohio Scale-Back a Capex Crack or Disciplined Structuring?: NVIDIA reduced its financing guarantee for OpenAI's Ohio data center from $250 billion to under $120 billion, a shift Moorhead argued as the first visible sign of balance-sheet discipline overtaking the demand story. Newman countered that the adjustment is one component of a financing platform exceeding $600 billion, with the ceiling free to rise toward $350 billion as compute commitments grow. The Flip assigns Patrick Moorhead and Daniel Newman opposing sides of a debate, not necessarily their own positions. The exercise tests how far each argument holds up. (The Flip) Micron ($MU) Reclaims $1,000 for First Close Since Early July: Micron shares closed above $1,000 on Monday, August 17, with analyst price targets extending to $2,200 as HBM capacity books through 2027. Newman tied the stock's volatility to broader credit and bond-market conditions, including rising long-term Treasury yields. Moorhead noted the White House recently discouraged Apple from sourcing Chinese memory, a factor he sees supporting the move. (Bulls and Bears) Analog Devices ($ADI) Posts First-Ever $4 Billion Quarter: Analog Devices reported fiscal Q3 2026 results Wednesday, August 19, beating on revenue and EPS with a Q4 guide above consensus. Moorhead noted the company's data center business, filed under its communications segment, grew 84%. He argued Analog Devices under-tells that story relative to peers like Coherent, which market similar exposure more directly. (Bulls and Bears) Watch the full episode at sixfivemedia.com and subscribe to the Six Five Pod so you never miss an episode. Six Five Summit: AI Unleashed runs August 25–27, fully virtual, with speakers including Marc Benioff and leaders from Snowflake, Applied Materials, and Marvell. Register at sixfivemedia.com/summit. The Decode Marvell + Google https://finance.yahoo.com/technology/ai/articles/marvell-lands-white-whale-google-072339694.html Modular Mojo 1.0 https://www.modular.com/blog/mojo-open-source OpenAI Safety Controls   https://x.com/OpenAI/status/2090165328290701800 Texas + Pennsylvania Data Center Rules https://www.reuters.com/legal/government/pennsylvania-governor-signs-order-imposing-new-rules-set-up-ai-data-centers-2026-08-18/ ; https://www.reuters.com/business/energy/texas-governor-orders-pause-new-data-center-approvals-pending-audit-2026-08-04/ Micron Boise Investment https://www.cnbc.com/2026/08/20/micron-boise-chip-fab-expansion.html The Flip FOR: https://www.wsj.com/tech/nvidia-downsizes-plans-for-250-billion-guarantee-of-openai-data-center-b56c38d3 AGAINST: https://www.cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html Bulls and Bears Micron ($MU)  https://finance.yahoo.com/markets/stocks/articles/micron-reclaims-1-000-amid-015952797 Analog Devices ($ADI) https://investor.analog.com/news-releases/news-release-details/analog-devices-reports-record-fiscal-third-quarter-2026  

Mobile Tech Podcast with tnkgrl Myriam Joire
Google Pixel 11 series and Pixel Watch 5 review, Fairphone 6+, CMF Buds Neo, and more with David Cogen of TheUnlockr

Mobile Tech Podcast with tnkgrl Myriam Joire

Play Episode Listen Later Aug 23, 2026 74:17


It's time for episode 493 of the Mobile Tech Podcast with guest David Cogen of TheUnlockr -- brought to you by Mint Mobile. In today's show, we review Google's new Pixel 11, 11 Pro, 11 Pro XL, and 11 Pro Fold, plus Google's Pixel Watch 5. We then discuss the Fairphone 6+ and CMF Buds Neo, and cover news, rumors, and leaks from Google, Samsung, and Qualcomm. Also in this episode: stupid pigeons!Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- David Cogen: https://www.threads.com/@theunlockr- My Google Pixel 11 series review: https://hothardware.com/reviews/google-pixel-11-series-review-tensor-g6-hilight-cameras-prices- Google Pixel 11 Pro Fold review: https://www.theverge.com/tech/981956/google-pixel-11-pro-fold-review- Google Pixel Watch 5 review: https://www.theverge.com/tech/981957/google-pixel-watch-5-review-wearables-smartwatch- GoogleBooks are coming Sept 15: https://www.gsmarena.com/google_will_announce_the_new_googlebooks_and_accompanying_os_on_september_15-news-74240.php- David's Samsung Galaxy Z Fold8 real-world test: https://www.youtube.com/watch?v=RpNpAWle2EQ- Samsung Galaxy S26 FE is coming Aug 27: https://www.gsmarena.com/samsung_sets_the_date_for_the_galaxy_s26_fe_unveiling__its_coming_next_week-news-74245.php- Fairphone 6+: https://www.gsmarena.com/fairphone_6_is_now_official_and_coming_to_the_us-news-74226.php- CMF Buds Neo: https://www.gsmarena.com/cmf_buds_neo_goes_official_with_anc_and_up_to_52_hour_total_battery_life-news-74263.php- Qualcomm teases two Snapdragon 8 Elite Gen 6 chips: https://www.gsmarena.com/qualcomms_new_teaser_confirms_that_two_snapdragon_8_elite_gen_6_socs_are_coming-news-74252.php- Qualcomm Snapdragon 8 Elite Gen 5 V Series: https://www.androidauthority.com/redmi-k100-pro-qualcomm-snapdragon-8-elite-gen-5v-chip-3694293/Affiliate Links (If you use these links to buy something, we might earn a commission)- Google Pixel 11: https://amzn.to/4fXhJp6- Google Pixel 11 Pro XL: https://amzn.to/4ccXbH1- Google Pixel 11 Pro Fold: https://amzn.to/4qncJO4- Fairphone 6+: https://amzn.to/3SSspMS- CMF Clip Pro: https://amzn.to/4wkxCuH

Radiogeek
Radiogeek 2925: falla crítica en Apple, Galaxy S26 FE y Qualcomm

Radiogeek

Play Episode Listen Later Aug 21, 2026 25:00


El programa 2925 de Radiogeek repasa las novedades tecnológicas más importantes del día: Meta está pagando a influencers para combatir la creciente preocupación por la seguridad infantil; Roblox promete realizar cambios después de que el regulador australiano descubriera más fallos en la seguridad infantil; Qualcomm confirma que los “Dual 8 Elite” se lanzarán el 22 de septiembre; Samsung fija el 27 de agosto como fecha de lanzamiento del Galaxy S26 FE; y por último Apple acaba de corregir una vulnerabilidad crítica de macOS que permitía a los hackers acceder sin necesidad de contraseña. Toda esta información la pueden encontrar desde nuestra web www.infosertec.com.ar o bien desde el canal de Telegram/Whastapp, o Instagram. Esperamos sus comentarios.

The Week with Roger
This Week: When Consumer Perception Does Not Match Network Reality

The Week with Roger

Play Episode Listen Later Aug 17, 2026 14:05


Analysts Don Kellogg and Roger Entner unpack the FCC's latest developments, examine real-world data on internet providers including Optimum, and discuss ongoing customer service concerns.00:00 Episode intro 00:24 New FCC nomination news 01:47 FCC's potential satellite expansion 02:42 Ranking internet provider speeds 03:47 Survey information difficulties 06:29 Do devices still matter? 08:04 Optimum's current metrics 10:29 Network status and customer retention 12:12 The state of customer service 13:41 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, FCC, Danielle Thumann, Brendan Carr, satellite, cable, fiber, FWA, DSL, devices, T-Mobile, AT&T, Apple, Qualcomm, Verizon, Android, network, Optimum, SFR, customer service

The Bobby Blackwolf Show
988 - 07/26/26 Bobby Blackwolf Show - Nintendo Not Refunding Tariffs, Qualcomm To Raise Prices On Chips

The Bobby Blackwolf Show

Play Episode Listen Later Aug 15, 2026 51:31


On this show that turned 21 years old, we...just did a normal show and then it took a few weeks for it to hit the podcast feed. Sorry bout that! The Steam Frame could wind up being even more expensive, as well as other mobile devices like other VR headsets, because Qualcomm is raising the price of it's Snapdragon line of chips. Arcade1up was at San Diego Comic-Con with new versions of arcade cabinets it has already released, but maybe this is more to show game publishers that they are worthy of licensing their retro games. Nintendo has stated in court that they are under no legal obligation to refund consumers after receiving a refund from the US government over the tariffs on the Switch 2. Then we talk about the Video Game History Foundation's new E3 collection (and how they actually want some of my tapes) along with an interesting revelation about why E3's creation was so important for the industry after the scrutiny of the senate hearings on video game violence. Then we talk to Jamie about what we have on old tapes.

This Week in Machine Learning & Artificial Intelligence (AI) Podcast
Why Image Generation Needs More Than Bigger Models with Fatih Porikli - #773

This Week in Machine Learning & Artificial Intelligence (AI) Podcast

Play Episode Listen Later Aug 12, 2026 56:47


Text-to-image models have become remarkably good at producing realistic images. But realism isn't the same as correctness. Ask for several distinct people, a specific composition, or a high-resolution image generated locally, and today's models still struggle in surprising ways. In this episode, Fatih Porikli, Vice President of Technology at Qualcomm, joins me to discuss what remains unsolved in image generation and several approaches his team presented at CVPR to address those challenges. We explore why better training objectives can improve controllability, how separating scene planning from rendering may lead to more reliable image generation, techniques for generating 16-megapixel images efficiently on edge devices, and new methods for eliminating the visible artifacts that often appear in AI-powered image editing. Along the way, we discuss reinforcement learning for image generation, agentic image generation pipelines, on-device AI, and what the next phase of progress in generative vision systems is likely to look like.

DoD Contract Academy
The US Government Will Pay You $1.8 Million To Build This

DoD Contract Academy

Play Episode Listen Later Aug 12, 2026 32:37


The US military will pay you up to $1 million just to design augmented reality "Iron Man" glasses — and that's one topic out of hundreds. There's over $3 billion in government seed funding available this fiscal year through the SBIR program alone, and companies like Qualcomm, Symantec, and iRobot got their start with this exact funding.I walk through a real, live Navy SBIR topic step by stepThen I show you an Army xTech prize competition where a four-page white paper and a five-minute video can put you in the running for $150,000 and follow-on government contracts. Check out the GovClose certification program and start your career in government contracting:https://www.govclose.com/sales-certificationOur students learn the government contracting skills to :1. Start their own consulting business that can earn up to $400k as a "solopreneur" advising businesses that sell to the government.2. Land high paying sales executive jobs with companies in the public sector.3. Increase government contracting revenue for companies selling to the US government.

Tantra's Mantra with Prakash Sangam
Ep. 72: Is OpenAI Trying to Fight Apple in Public Square?

Tantra's Mantra with Prakash Sangam

Play Episode Listen Later Aug 10, 2026 28:14


In Apple's high-profile case against OpenAI, the latter went on a public offensive. It aggressively projected its version of the story, countering Apple's allegations through many public channels, including news media and its own blog, even before filing its official legal reply to the court.In this episode, I continue the discussion with Christie Thoene, former VP of Legal and Policy Comms at Qualcomm, on OpenAI's strategy, how it exploited Apple's initial misstep to set its own narrative in the public, the delicate balance Apple has to maintain between pushing its case without creating the perception that it is impeding innovation, how important the PR offensive is in high-visibility cases like this, what are the next step and more. We also delve into what Apple's motion for injunction and OpenAI's motion to dismiss the case mean.

Canaltech Podcast
O futuro dos pagamentos: por que comprar está ficando invisíve

Canaltech Podcast

Play Episode Listen Later Aug 6, 2026 16:25


Você já percebeu que comprar pela internet está ficando cada vez mais rápido? Em muitos casos, basta um clique para concluir uma compra. Mas o que acontece nos bastidores até que o pagamento seja aprovado? No novo episódio do Podcast Canaltech, conversamos com Renato Migliacci, vice-presidente de Vendas da Adyen Brasil, sobre como a tecnologia está transformando os pagamentos digitais e mudando a experiência de compra. Durante a entrevista, ele explica por que o momento do pagamento deixou de ser apenas a etapa final da compra para se tornar uma ferramenta estratégica para empresas, fala sobre o papel da inteligência artificial na redução de fraudes e dos chamados "falsos positivos", quando compras legítimas são recusadas por engano e mostra como tecnologias como tokenização e pagamentos invisíveis prometem deixar a jornada do consumidor cada vez mais simples. O episódio também aborda o futuro do varejo, a importância de reduzir atritos durante o checkout e como essas mudanças impactam consumidores e empresas. Você também vai conferir: "iPhone da Xiaomi" terá chip mais poderoso da Qualcomm., Windows 11 ganha app que reconhece pessoas e comprar um Xbox agora pesa mais no bolso. Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de Nathan Vieira, André Magalhães e Gabriel Cavalheiro. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira. O Podcast Canaltech está concorrendo para entrar no Top 20 do Prêmio iBest 2026! Se você acompanha nossos episódios, curte as entrevistas e gosta do conteúdo que produzimos todos os dias, sua ajuda pode fazer toda a diferença. Vote no Podcast Canaltech aqui. É rápido, gratuito e você pode votar até 3 vezes por dia.See omnystudio.com/listener for privacy information.

The Circuit
EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch

The Circuit

Play Episode Listen Later Aug 3, 2026 64:10


In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down a packed earnings week across the technology and semiconductor sectors, grouping major updates into key themes around mobile markets and AI infrastructure. They analyze softness in mobile demand alongside severe supply chain bottlenecks impacting Apple, Qualcomm, ARM, and MediaTek, highlighting how surging AI demand is squeezing capacity across foundry and memory partners. The hosts then dive into hyperscaler CapEx trends from Amazon, Microsoft, and Meta, evaluating the transition from AI training to inference, the rising adoption of behind-the-meter power solutions, and severe labor constraints in electrical trades. Finally, they address the growing reliance on debt financing for data center expansion and unpack the market mechanics behind recent stock volatility and hedge fund unwinds.

The Six Five with Patrick Moorhead and Daniel Newman
Open Models, the Memory Tax, and a 24-Hour Market Whiplash: Episode 313

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Aug 3, 2026 67:18


Patrick Moorhead and Daniel Newman break down a chaotic week that included Jensen Huang's debut on X in defense of open models, a new enterprise agentic reference blueprint from EY, NVIDIA, and LangChain, and a 24-hour market whiplash triggered by a hedge fund's forced liquidation into Citadel. The hosts also cover a stacked earnings week from Microsoft, Meta, Qualcomm, Arm, Apple, and Amazon, plus IonQ's move into vertical integration with its SkyWater acquisition. The handpicked topics for this week are: Jensen Huang Joins X and Defends Open Models: Jensen Huang's debut post on X drew a fast-growing following while promoting open models and unveiling the Open Secure AI Alliance alongside Satya Nadella. The same week, more than a thousand frontier lab employees signed a letter urging a slower pace, with Anthropic notably absent from both the alliance and the caution letter. (The Decode) China's Distillation Debate Resurfaces Alongside the Open Model Push: Patrick argued that distillation is not theft and should be treated as fair competitive practice, contrasting it with copyright cases where creators are compensated directly. Daniel noted that Kimi K2's training run relied on a large NVIDIA cluster, reinforcing that Chinese open models still depend heavily on U.S. hardware. (The Decode) EY, NVIDIA, and LangChain Ship an Agentic Deployment Blueprint: A new reference architecture from EY, NVIDIA, and LangChain gives enterprises a template for moving agentic workloads from pilot to production. Patrick called it evidence that enterprise AI adoption remains in its early stages, with integration sitting around five percent of total workflow potential. (The Decode) Memory Pricing Becomes the New Infrastructure Tax: Memory is emerging as one of the biggest cost pressures in AI infrastructure. Meta has pointed to rising memory costs in its capital spending outlook, while Apple CEO Tim Cook has warned that higher memory costs are expected to persist as supply remains constrained. Patrick argued that memory vendors are finally capturing the value of a component that has shifted from commodity to strategic asset, while noting that Chinese memory manufacturer CXMT remains an important geopolitical wildcard that could reshape the competitive landscape. (The Decode)  IonQ Buys Its Way Into Vertical Integration: IonQ closed a $1.8 billion acquisition of SkyWater Technology, making it the only quantum computing company in the United States to own its own chip foundry. Daniel compared the move to how hyperscalers are rewarded for owning their full stack, positioning IonQ as a potential anchor point for other quantum companies needing foundry capacity. (The Decode) The Flip: Is the Hyperscaler Capex Debate Over? Pat and Dan take opposite sides to pressure test whether or not Wall Street will keep funding unlimited AI infrastructure spending as long as revenue growth keeps accelerating. Daniel argued backlog and margin growth at Microsoft, Amazon, and Google justify the spending. Patrick countered that conversion, not just revenue, is what the market is actually pricing. (The Flip) AI Trade Rocked by Forced Deleveraging: The forced liquidation of leveraged hedge fund Situational Awareness into Citadel sparked a violent market reversal that erased itself within 24 hours, with SanDisk, Micron, and Microsoft all posting double-digit rebounds. Patrick and Daniel walked through how SK hynix's earnings miss helped trigger a broader deleveraging event that briefly rattled confidence in the AI trade. (Bulls & Bears) Microsoft Delivers a Standout Quarter: Microsoft beat across Intelligent Cloud and Azure, with CFO Amy Hood committing to positive free cash flow by 2027 and Copilot usage now rivaling Outlook and Teams in weekly engagement. Patrick and Daniel called it one of the strongest quarters the company has posted this cycle after a year of being punished in the market. (Bulls & Bears) Meta's Guide Overshadows Its Revenue Growth: Meta grew revenue 27% year over year. A narrowed capex guide tied to rising component costs and deepening Reality Labs losses drove the stock down. (Bulls & Bears) Qualcomm Leans on Diversification as Handsets Slow: Qualcomm's results were mixed, with declining handset revenue offset by growth in automotive and an emerging data center business expected to contribute meaningful revenue within a few quarters. Daniel Newman noted the company is on pace for more than half its revenue to come from outside handsets by next year. (Bulls & Bears) Arm Turns IP Licensing Into Silicon Revenue: Arm beat across revenue and guidance, then sold off on its outlook. The company disclosed a pipeline of more than $2 billion in demand for its new AI data center chips from customers including Oracle and Meta. (Bulls & Bears) Apple Returns to the Top of the Market: Strong iPhone and Mac sales helped Apple deliver a revenue beat and briefly overtake NVIDIA as the world's most valuable company by market capitalization, aided by a broader rotation out of AI and semiconductor stocks. Patrick and Daniel unpacked what drove the move, while highlighting a softer-than-expected services performance and the impact of tariff-related tailwinds as key factors to watch heading into next quarter. (Bulls & Bears) Amazon Posts Its Fastest AWS Growth in 18 Quarters: AWS revenue accelerated 37%, its fastest pace in a year and a half, while Amazon raised capex guidance to as much as $220 billion. Daniel pointed to Amazon's in-house chip business, now on a $25 billion annualized run rate, as a sign the company's infrastructure bets are converting into revenue. (Bulls & Bears) Watch the full episode at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Jensen Huang's first post on X: https://x.com/JensenHuang/status/2080643682408321103?s=20 EY-NVIDIA-LangChain blueprint: https://www.ey.com/en_gl/newsroom/2026/07/ey-expands-nvidia-powered-enterprise-ai-capabilities-with-industry-first-validation-of-nvidia-nemoclaw-for-langchain Memory pricing / Tim Cook commentary: https://finance.yahoo.com/technology/article/apple-ceo-tim-cook-says-this-100-year-flood-wont-be-receding-anytime-soon-121832016.html IonQ SkyWater acquisition as a vertical integration play: https://thequantuminsider.com/2026/07/28/ionq-receives-regulatory-approval-to-complete-acquisition-of-skywater-technology/ The Flip The hyperscaler capex debate:  FOR: Microsoft just proved the market rewards accelerating AI revenue regardless of capex size: https://www.investing.com/news/transcripts/earnings-call-transcript-microsoft-q4-2026-beats-forecasts-stock-jumps-8-93CH-4822020   AGAINST — Eventually $250B-annual infrastructure programs must produce free cash flow, not just backlog and revenue growth: https://247wallst.com/investing/2026/07/29/fast-money-host-warns-hyperscaler-capex-binge-is-issuing-near-junk-as-data-center-buildout-shows-cracks/   Bulls & Bears Situational Awareness / market whiplash: https://www.wsj.com/finance/investing/situational-awareness-down-67-in-july-in-ai-stock-rout-cd19901f Microsoft Q4 2026 earnings: https://www.investing.com/news/transcripts/earnings-call-transcript-microsoft-q4-2026-beats-forecasts-stock-jumps-8-93CH-4822020 Meta Q2 2026 earnings: https://finance.yahoo.com/news/meta-misses-on-q2-earnings-stock-tumbles-121325403.html Qualcomm Q3 2026 earnings: https://www.qualcomm.com/news/releases/2026/07/qualcomm-announces-third-quarter-fiscal-2026-results Arm Q1 FY27 earnings: https://newsroom.arm.com/news/arm-q1-fye27-results Apple Q3 FY2026 earnings: https://www.apple.com/newsroom/2026/07/apple-reports-third-quarter-results/ Amazon Q2 2026 earnings: https://finance.yahoo.com/markets/stocks/articles/amazon-q2-2026-earnings-aws-204411872  

Mobile Tech Podcast with tnkgrl Myriam Joire
Samsung Galaxy Z Fold8 review, Google Pixel 11 series leaks, Apple Upgrade program, Light Flip, US foreign robot ban, and more with Will Sattelberg of 9to5Google

Mobile Tech Podcast with tnkgrl Myriam Joire

Play Episode Listen Later Aug 2, 2026 74:34


Tune into episode 490 of the Mobile Tech Podcast with guest Will Sattelberg of 9to5Google -- brought to you by Mint Mobile. In today's show, we review Samsung's Galaxy Z Fold8 and discuss the latest Google Pixel 11 series leaks. We also share our thoughts on Apple's Upgrade program and the US foreign robot ban, then cover news, leaks, and rumors from Apple, Light, Honor, OnePlus, Nothing, MediaTek, and Qualcomm. Good times!Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Will Sattelberg: https://www.threads.com/@willsattelberg- Samsung Galaxy Z8 series recap: https://9to5google.com/2026/07/22/heres-everything-new-on-samsungs-galaxy-z-fold-8-series-flip-and-new-galaxy-watch-is-it-enough/- Ben's Samsung Galaxy Z Fold8 review: https://9to5google.com/2026/07/31/samsung-galaxy-z-fold-8-review/- Dom's Samsung Galaxy Z Fold8 review: https://www.theverge.com/tech/972387/samsung-galaxy-z-fold-8-review- Google Pixel 11 Pro teaser: https://9to5google.com/2026/07/29/pixel-11-pro-teaser-2/- Google Pixel 11 series pricing leak: https://www.gsmarena.com/new_leak_claims_the_pixel_11_and_pixel_11_pro_may_actually_be_cheaper_than_their_predecessors-news-73913.php- Google Pixel 11 series colors leak: https://www.gsmarena.com/new_leaked_renders_reveal_every_color_option_for_the_pixel_11_lineup-news-73839.php- Apple Upgrade program: https://9to5mac.com/2026/07/28/apple-upgrade-leasing-program-debuts-how-it-works/- Apple Mac roadmap leaks: https://9to5mac.com/2026/07/22/apples-huge-mac-roadmap-revealed-in-new-report/- Light Flip: https://9to5google.com/2026/07/21/light-flip-minimalist-phone-announcement/- Light founders interview: https://9to5google.com/2026/07/27/the-sideload-040-finding-digital-peace-with-light-phone/- Honor Robot Phone camera details, coming Aug 12: https://www.gsmarena.com/honor_details_robot_phone_cameras_ahead_of_launch-news-73905.php- OnePlus 16 rumors: https://www.gsmarena.com/new_leak_points_to_october_launch_for_the_oneplus_16-news-73891.php- Nothing downsizing rumors: https://www.gsmarena.com/nothing_denies_plans_to_exit_12_global_markets_says_its_fake_news-news-73895.php- Nothing Wear OS smartwatch rumors: https://www.gsmarena.com/nothings_first_smartwatch_to_launch_in_september_tipster_claims-news-73901.php- MediaTek Dimensity 9600 rumors: https://www.gsmarena.com/mediateks_appleinspired_dimensity_9600_variants_revealed-news-73893.php- Third Qualcomm Snapdragon 8 Gen 5 chip rumor: https://www.gsmarena.com/qualcomm_is_allegedly_launching_a_new_snapdragon_8_elite_gen_5_soc_this_year-news-73846.php- US bans foreign robots: https://9to5google.com/2026/07/29/robot-vacuum-us-government-ban/Affiliate Links (If you use these links to buy something, we might earn a commission)- Samsung Galaxy Z Fold8 Ultra: https://amzn.to/4wnFRqt- Samsung Galaxy Z Fold8: https://amzn.to/4fTJm2a- Samsung Galaxy Z Flip8: https://amzn.to/4fUqhwS- Samsung Galaxy Watch Ultra2: https://amzn.to/4pKqKVN- Samsung Galaxy Watch9: https://amzn.to/45lgppQ

The Road to Autonomy
Episode 435 | Autonomy Markets: Is ADAS the Trojan Horse Into Autonomy?

The Road to Autonomy

Play Episode Listen Later Aug 1, 2026 42:11


This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo/Uber divorce going public, Zoox receiving NHTSA approval to charge for rides, Aurora earnings, and Qualcomm's BMW win as ADAS becomes the Trojan horse into autonomy.The Waymo/Uber relationship is unraveling in public, with The Financial Times confirming Waymo will launch its own app in Austin and Atlanta in January 2028 before the contract expires that May. Both sides are airing grievances, from dirty cars and bad routing to weather no-shows and unsustainable financial terms. Grayson goes on the record that the relationship terminates early, calling for a Waymo app in those markets by June 2027, while Walt takes the under.After 12 years and billions of dollars, Zoox can finally charge for a ride. NHTSA granted an exemption capped at 2,500 vehicles per year for two years, a ruling that also creates a potential viable deployment path for Tesla's Cybercab.In autonomous trucking, Aurora is targeting 1,000 trucks by the end of next year against 200 this year, a heavily back-end loaded ramp that depends on truck supply, Roush capacity, and unresolved questions about how the Volvo Autonomous Solutions margin split works. Meanwhile, Qualcomm's selection by BMW as lead compute for next-generation ADAS confirms the growth of the L2+ market and positions Snapdragon as the Trojan horse into autonomy compute.On the Foreign Autonomy Desk, Baidu began RT6 robotaxi testing in London with both Uber and Lyft on the outskirts of the city, received a full driverless permit in Hong Kong, and China resumed issuing robotaxi permits once again.Episode Chapters0:00 Waymo/Uber Divorce Goes Public5:45 Uber's Autonomous Vehicle Partner Problem10:28 Waymo's OEM Partner Signals12:25 Zoox Gets the Golden Ticket16:52 Advancing America's Safety and Competitiveness for the Evolution of National Deployments20:16 Aurora Q2 2026 Earnings27:43 How Big Is the OEM Risk?30:38 ADAS as the Trojan Horse Into Autonomy35:42 Ford BlueCruise Falls Short37:23 Foreign Autonomy Desk: Baidu RT6 Testing in London with Uber & Lyft41:33 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In Touch with iOS
435 - Apple Earnings Soar While the iPhone Upgrade Program Evolves

In Touch with iOS

Play Episode Listen Later Aug 1, 2026 99:35


The latest In Touch With iOS with Dave Ginsburg he is joined by Jill McKinley, Chuck Joiner, Jeff Gamet, Eric Bolden, Marty Jencius, Guy Serle. Apple reports another outstanding quarter as the panel discusses record revenue, Tim Cook's final earnings call, and what it means for Apple's future. The conversation also covers iOS 27's newest features, important security updates across Apple's platforms, Apple's new Klarna-powered leasing program replacing the iPhone Upgrade Program, AppleCare changes, Ted Lasso's return, Gemini on the Mac, and a collection of favorite Apple apps, accessories, and productivity tools. The show notes are at InTouchwithiOS.com  Direct Link to Audio  Links to our Show Give us a review on Apple Podcasts! CLICK HERE we would really appreciate it! Click this link Buy me a Coffee to support the show we would really appreciate it. intouchwithios.com/coffee  Another way to support the show is to become a Patreon member patreon.com/intouchwithios Website: In Touch With iOS YouTube Channel In Touch with iOS Magazine on Flipboard Facebook Page BlueSky Mastodon X Instagram Threads Summary Apple delivered another blockbuster quarter, and this week the panel breaks down what the numbers really mean. Dave Ginsburg is joined by Jeff Gamet, Chuck Joiner, Marty Jencius, Jill McKinley, Eric Bolden, and Guy Serle to discuss Apple's impressive Q3 earnings, including strong growth in iPhone, Mac, Services, and Wearables, along with Tim Cook's final earnings call before leadership transitions. The group examines what drove Apple's success, why Services continues to be such a major business, and how Apple's future product strategy could evolve. The discussion then shifts to Apple's latest software releases, including visionOS 26.6, iOS 26.6, macOS 26.6, and the continuing iOS 27 developer beta cycle. The panel highlights important security updates, new Spotlight improvements, and several welcome quality-of-life features coming in iOS 27, including separate alarm and ringtone controls, smarter dictation behavior in Messages, enhanced FaceTime capabilities, improved Wi-Fi and cellular handoffs, and Apple Intelligence-powered call context. One of the biggest conversations centers around Apple's brand-new U.S. leasing program with Klarna, replacing the longtime iPhone Upgrade Program. The panel explores how the new leasing model compares with traditional financing, discusses AppleCare implications, resale value, monthly payments, and whether Apple's hardware strategy is slowly becoming subscription-based. The episode wraps up with AppleCare One updates, excitement over Ted Lasso's return, Google's Gemini improvements on macOS, Qualcomm's changing relationship with Apple, Granola's Apple Watch support, and another great collection of favorite apps, accessories, productivity tools, and Apple gear from the panel. Topics and Links Apple Q3 Results Announced Apple announces record Q3 results One last time, this is Tim: Final transcript of Apple's Q3 2026 earnings call In Touch With Vision Pro this week.  Apple Releases visionOS 26.6 Beta this week. iOS 27 Beta 4 all the betas continues Apple Releases iOS 26.6 and iPadOS 26.6 With iOS 27 Optimizations watchOS 26.6 available now for Apple Watch, here's what's new Apple Releases tvOS 26.6 iOS 27 Finally Unlinks Alarm Volume From Your iPhone Ringer iOS 27 Lets You Hide the Messages Button Everyone Hits by Mistake iOS 27: All the New Phone and FaceTime Features In Touch With Mac this week Update Now: iOS 26.6 and macOS Tahoe 26.6 Patch Hundreds of Security Flaws Other Topics iPhone Upgrade Program Changes Apple Upgrade - Lease iPhone, Mac, iPad, Watch Apple Upgrade launches in the United States iPhone Upgrade Program - Apple Apple Upgrade: 20 Things to Know Before Leasing an iPhone, iPad, or Mac 'Apple Upgrade' Pricing: You Can Lease an iPhone Starting at $18/Month Apple Upgrade: 20 Things to Know Before Leasing an iPhone, iPad, or Mac Apple's New Upgrade Program: Is It Worth It? 'Apple Upgrade' Pricing: You Can Lease an iPhone Starting at $18/Month All the Changes to AppleCare+ This Month AppleCare calculator News Apple Shares 'Ted Lasso' Season 4 Trailer Premieres 8/5 Gemini for Mac Adds System-Wide Voice Dictation and Screen-Aware Commands Qualcomm Expects Apple Modem Revenue to Drop Faster Than Expected 'Granola' Launches on Apple Watch   This weeks "Things we found" Marty - Droppy: Notch manager with all sorts of functionally built in https://getdroppy.ap Dave: Tom Bihn Medium Cafe Bag Carrd - 3 very simple websites for $9, 10 bit more complex website $19 a year https://carrd.com - Jill Eric - airstream software serve movies to Vision Pro and translate 3D movies https://spatial.film/airstream/ (requires free membership to download) Jeff - Prompt 3  https://panic.com/prompt/ Chuck - Govee Floor Lamp 3 with Luminblend+ Technology, 1000K-10000K Standing Lamp https://amzn.to/4wzXVhj Guy Acorn 8 - https://flyingmeat.com/acorn/ Announcements Macstock X wrapped up for 2026 what a great event! Stay tuned for the Digital pass coming soon Digital Pass | Macstock Conference & Expo Our Host Dave Ginsburg is an IT professional supporting Mac, iOS and Windows users and shares his wealth of knowledge of iPhone, iPad, Apple Watch, Apple TV and related technologies. Visit the YouTube channel https://youtube.com/intouchwithios follow him on Mastodon @daveg65, , BlueSky @daveg65  and the show @intouchwithios   Our Regular Contributors Jeff Gamet is a podcaster, technology blogger, artist, and author. Previously, he was The Mac Observer's managing editor, and Smile's TextExpander Evangelist. You can find him on his blog Jeff Gamet - Mastadon @jgamet Pixelfed @jgamet@pixelfed.social and Bluesky @jgamet.bsky.social‬ Podcasts The Context Machine Podcast  Retro Rewatch Retro Rewatch His YouTube channel https://youtube.com/jgamet Buy his art! Jeff Gamet Artapoc Marty Jencius, Ph.D., is a professor of counselor education at Kent State University, where he researches, writes, and trains about using technology in teaching and mental health practice. His podcasts include Vision Pro Files, The Tech Savvy Professor and Circular Firing Squad Podcast. Find him at jencius@mastodon.social  https://thepodtalk.net  Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him by email at eabolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast.   Jill McKinley works in enterprise software, server administration, and IT. A lifelong tech enthusiast, she started her career with Windows but is now an avid Apple fan. Beyond technology, she shares her insights on ai, nature, faith, and personal growth through her podcasts. Her content on YouTube at @smallstepswithai and follow her on X @NorthwoodsJill. Find all her work at http://jillfromthenorthwoods.com  Chuck Joiner is the host of MacVoices and hosts video podcasts with influential members of the Apple community. Make sure to visit macvoices.com and subscribe to his podcast. You can follow him on Twitter @chuckjoiner and join his MacVoices Facebook group. Guy Serle is one of the hosts of the new The Gmen Show along with GazMaz and email GMenshow@icloud.com  @MacParrot and @VertShark on X  Vertshark on YouTube, Google Voice +1 Area code  703-828-4677

The Vergecast
It's time to panic about AI safety

The Vergecast

Play Episode Listen Later Jul 31, 2026 85:13


It's a big week for new ideas about computers, so David and Nilay spend some time on Samsung's vision for foldables and Mark Zuckerberg's vision for AI agents that do absolutely everything. Then they talk about the fallout from last week's OpenAI Hugging Face hack, and whether all this talk about AI safety will actually amount to anything. Finally, it's time for Brendan Carr is a Dummy, the vertical video takeover, and the smashing success of the Ferrari Luce. Further reading: Samsung's Galaxy Z Fold 8 feels like the future Apple launches ‘Upgrade' program to lease new devices  What's the catch with the Apple Upgrade program? Mark Zuckerberg is planning a big push into personal AI agents Mark Zuckerberg wrote an op-ed about AI for the WSJ.  We're running out of reasons to ignore AI safety OpenAI reportedly didn't notice its AI agent hacking Hugging Face until a week later.  Nvidia, Microsoft launch open AI security alliance — without OpenAI, Google, or Anthropic OpenAI's rogue AI agent didn't stop at hacking Hugging Face  AI leaders sign a statement asking the government to do something about automated AI  Former FCC chairs blast Carr's early renewal of ABC licenses as an ‘assault on free speech.' ABC demands FCC drop its ‘punitive' early license renewal of its stations Qualcomm is raising phone chip prices starting September 1st The Ferrari Luce reportedly already hit its 2026 sales target  Samsung's smartphone biz posts first ever loss, but profit still soars 1,300 percent on RAM. Facebook considers giving up and becoming TikTok  YouTube Premium will include Peacock starting next year  HBO Max is putting on vertical shorts  Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. (Timestamps are approximate.) 00:00:00 Intro 00:03:00 Baby Announcement 00:06:00 Galaxy Z Fold 00:12:00 Apple Leasing Program 00:15:00 Kill Switch Concerns 00:19:00 Zuck Agent Future 00:34:00 AI Safety Week Recap 00:42:00 Regulation Versus China 00:49:00 Winning AI Race 00:53:00 Security Arms Race 00:57:00 Brendan Carr Is a Dummy 01:07:00 Facebook Becomes TikTok 01:12:00 Ramageddon Price Hikes 01:16:00 HBO Max Shorts 01:23:00 Ferrari Luce Buzz 01:26:00 Wrap Up and Plugs Learn more about your ad choices. Visit podcastchoices.com/adchoices

FactSet U.S. Daily Market Preview
Financial Market Preview - Thursday 30-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 30, 2026 5:53


S&P futures are pointing to a slightly higher open. Asia markets were mixed to lower on Thursday. The Kospi failed to sustain momentum. China tech names broadly underperformed as mainland equities retreated on regulatory concerns. Standout gains in Japan's Advantest and Tokyo Electron bolstered sentiment and the Nikkei, but the Topix still closed in the red. European markets are turning positive this morning. Attention is on strong earnings from financial and healthcare names.Companies Mentioned: Meta, Microsoft, Qualcomm, Arm Holdings, Shein, Churchill Downs, Procore Technologies

TD Ameritrade Network
QCOM's Vision for the Future: Cars Become "Smartphones on Wheels"

TD Ameritrade Network

Play Episode Listen Later Jul 30, 2026 10:00


Qualcomm (QCOM) CFO/COO Akash Palkhiwala joins The Watch List to discuss the company's outlook, the growth of its automotive business, and how connected vehicles are transforming transportation. He explains why cars are becoming "smartphones on wheels" and shares Qualcomm's vision for bringing advanced connectivity to the auto industry.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

WSJ What’s News
Meta Faces a Mountain of Lawsuits Amid a Costly AI Pivot

WSJ What’s News

Play Episode Listen Later Jul 29, 2026 12:45


A.M. Edition for July 29. Oil prices rise after Iran launches a surprise missile attack on U.S. forces. Plus, Europe's luxury brands try to move past years of sluggish demand. And as Meta spends big on its AI transformation—technology CEO Mark Zuckerberg says the U.S. should help to accelerate—Journal reporter Meghan Bobrowsky says a host of lawsuits could cost it billions. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC's
Major Earnings After the Close… And the Fed Keeps Rates Unchanged 7/29/26

CNBC's "Fast Money"

Play Episode Listen Later Jul 29, 2026 43:32


The traders monitoring after-the-bell mega cap earnings like Meta, Microsoft and Qualcomm. Live reactions to the reports and what they mean for the tech market in the second half. Co-head of technology and portfolio manager at T. Rowe Price Tony Wang talks all things tech and where he thinks the best trades are in that market.Then, the Fed keeping interest rates at 3.5-3.75%. All the details from today's FOMC meeting and why Fed Chairman Warsh is praising the surge in high tech capex. Plus, earnings results from Starbucks, SK Hynix and more. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Android Faithful
Samsung Fold 8, Squatty Short King

Android Faithful

Play Episode Listen Later Jul 29, 2026 96:44


We welcome Adam Doud back to the show to provide the firsthand experience from Samsung Galaxy Unpacked plus hands-on with the new devices as Jason Howell and Ron Richards are amazed at how thin the new foldables actually are!Note: Time codes subject to change depending on dynamic ad insertion by the distributor00:07:49 - NEWSAndroid is in the center of a legal battle as GrapheneOS and Duress PIN are at the center of a criminal caseMore bad news on prices of phones as Qualcomm confirms chip prices are going up and reports of the Pixel 11 prices are increasingIf you're using Android 6.0, AKA Marshmallow, it's time to upgrade as Google cuts support making Android 7.0 the earliest supported versionPATRON PICK: Looking for an alternative to Google Photos? Look no further!00:40:15 - HARDWARESamsungs Galaxy Unpacked gets unpacked by Adam with a breakdown of the phones: The Galaxy Z Fold 8 Ultra, the Z Fold 8, the Z Flip 8,And of course the watches: The Galaxy Watch 9 and Galaxy Watch Ultra 2We were surprised to see the move to silicon carbon batteriesGoogle showed up to Galaxy Unpacked with some announcements01:09:34 - APPS 'n SOFTWARE 'n STUFFNow you can log into your Google Account with your face.Looks like you'll soon be able to tune your Daily Briefing to your personal tastes01:18:23 - COMMUNITY FEEDBACKBayou Byte Studio shared their new app, Journal Spaces - give it a download and check it out!Bob from Pennsylvania is curious what we think about the new Commodore Callback phoneBecky B. from New Jersey found a better TV Tracking app that works with Simkl called Cinopsys and it has widgets!Shane C. suggests Refract to replace TV Time Hosted on Acast. See acast.com/privacy for more information.

Bloomberg Talks
Earnings Roundup: Meta, Microsoft & Qualcomm

Bloomberg Talks

Play Episode Listen Later Jul 29, 2026 17:40 Transcription Available


Listen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm. Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investor concerns about the social media giant’s unprecedented spending on artificial intelligence and sending shares lower afterhours. Microsoft’s cloud unit grew at the fastest pace in four years, suggesting that the company’s computing infrastructure and artificial intelligence services continue to make inroads with businesses. Shares of Microsoft rose in extended trading. Qualcomm, the largest maker of smartphone processors, gave a weak profit forecast for the current quarter, signaling that component shortages and rising costs are taking a toll on its main market. The company’s stock fell afterhours. To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Host, Bloomberg Tech Mandeep Singh, Global Head of Technology Research, Bloomberg Intelligence See omnystudio.com/listener for privacy information.

microsoft global head earnings shares qualcomm meta platforms technology research carol massar ed ludlow tim stenovec
Tacos and Tech Podcast
The Connective Tissue

Tacos and Tech Podcast

Play Episode Listen Later Jul 28, 2026 48:04


Neal sits down with Eric Weiss, a fellow longtime builder in San Diego's startup ecosystem. Eric is a self-described “parallel entrepreneur,” founder coach, President of the Design Forward Alliance - which produces San Diego Design Week—and Vice Chair of Startup San Diego.Neal and Eric first crossed paths during the early days of San Diego's startup community, around EvoNexus and the 101 Broadway vertical campus that helped give rise to Startup Week and Startup San Diego. They revisit that era and trace Eric's unconventional path from teenage black-hat hacker to earning an MBA in entrepreneurship at SDSU, followed by roles at Raytheon, Sony and Qualcomm. He eventually made the leap into the startup world with EvoNexus company Rock My Run.At the heart of the conversation is the connective tissue that makes an entrepreneurial community work. Neal and Eric discuss what San Diego lost after COVID, why “third spaces” and professional community management matter more than a coworking lease, and Eric's tendency to step into leadership vacuums - including helping San Diego become the first U.S. city, and first binational region, named World Design Capital.Eric also makes the case that San Diego's smaller, more tightly connected network—and its constraints - can be an advantage. The conversation closes with a preview of San Diego Design Week, running September 15–20, and a sleeper taco recommendation near the marina.Key topics* The “founding cradle”: EvoNexus, The Vine, and 101 Broadway* Reformed hacker to Raytheon, Sony (PS3), and Qualcomm data science* Why he's a “parallel entrepreneur” who falls into leadership vacuums* San Diego becoming the first American World Design Capital* Opening Design Week beyond digital - fashion, architecture, interiors* Connective tissue: third spaces and professional community management* San Diego vs. the Bay: tighter networks, constraints that filter imposters* Where San Diego wins: deep tech, hardware, and life science* The investor-vs-community-builder tension of being “the picker”Links & resources* San Diego Design Week (Sept 15-20, 2026)* Design Forward Alliance* Startup San DiegoConnect on LinkedIn* Neal Bloom* Eric Weiss This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe

MacBreak Weekly (Audio)
MBW 1032: I Like Turtles - The Apple & Epic Fight Continues

MacBreak Weekly (Audio)

Play Episode Listen Later Jul 8, 2026 144:55 Transcription Available


The aftermath of Apple's price hikes. Apple is taking its fight against Epic to the Supreme Court. More AI features coming to Apple's Creature Studio. And Apple is showing confidence in its upcoming iPhone Fold, expecting to sell 10 million units! America is having MacBook sticker shock. MacBook price hikes expected to contribute to 13.6% drop in global laptop shipments. Apple weighs buying RAM from two blacklisted Chinese suppliers to curb rising costs. Broadcom and Apple extend custom silicon pact to 2031. iPhone 18 Pro leaks: Qualcomm or Apple C2 model, A20 details, camera upgrades. Apple takes Epic fight over app store fees to the Supreme Court. Tim Cook's government liaison position comes into focus before stepping down as Apple CEO. Apple in Russia's crosshairs again, facing $52M fine for not installing state-required apps. If you wanted more AI in Apple's Creator Studio, Tuesday's update gives it to you. Safari's new MCP server lets coding agents inspect and debug websites. Siri AI can pull info from third-party apps in the latest developer beta. Apple to launch 5 new iPhone models to gain market share amid memory crunch. Confident Apple increases its iPhone Fold orders to 10 million. Apple TV teases major new sci-fi series: Neuromancer. iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276. Picks of the Week Glenn's Pick: Turtles! Jason's Pick: Default Folder X Andy's Pick: Readest Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Glenn Fleishman Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT joindeleteme.com/twit promo code TWIT