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Rod Edwards

Broadcom drops 11% on earnings. Reddit sues Australia. The Swiss sue Apple (Antitrust & NFC) while Apple rolls out 26.2 across everything, all at once

Dec 12, 2025

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2 min read

Broadcom drops 11% on earnings. Reddit sues Australia. The Swiss sue Apple (Antitrust & NFC) while Apple rolls out 26.2 across everything, all at once

You know, if it weren't for the Broadcom share collapse, I'd be pretty pumped about how trippy today's image turned out. Ask ChatGPT to generate anything as a pychedelic 60's album cover and enjoy.

Rod Edwards
Rod Edwards
Thurs, Dec. 11, 2025: GPT‐5.2 "Code Red"; Disney invests $1B for Sora AI; Oracle earnings miss, DeepMind opens an "automated" UK lab and Google integrates Gemini AI in Chrome on iOS.

Dec 11, 2025

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2 min read

Thurs, Dec. 11, 2025: GPT‐5.2 "Code Red"; Disney invests $1B for Sora AI; Oracle earnings miss, DeepMind opens an "automated" UK lab and Google integrates Gemini AI in Chrome on iOS.

The belle epoque / Gatsby era (I imagine) felt like it was on a precipice. Does anyone else have that feeling now? MS & Oracle misses; OpenAI becoming the target of disruption by Google: we live in fraught days, my friends.

Rod Edwards
Rod Edwards
Weds, Dec. 10, 2025: SpaceX plans a 2026 IPO @ $1.5T, Amazon commits $35B for AI in India, Coupang faces a major data breach and Nvidia battles smuggling controversies

Dec 10, 2025

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3 min read

Weds, Dec. 10, 2025: SpaceX plans a 2026 IPO @ $1.5T, Amazon commits $35B for AI in India, Coupang faces a major data breach and Nvidia battles smuggling controversies

Instagram lifts the hood on its algorithm, cheaper Youtube plans, Adobe hits ChatGPT

Rod Edwards
Rod Edwards
IBM secures an $11B Confluent acquisition to boost its AI services; US to allow Nvidia H200 chip exports to China. Paramount initiates a hostile bid for Warner Bros, while NYT sues Perplexity AI

Dec 8, 2025

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3 min read

IBM secures an $11B Confluent acquisition to boost its AI services; US to allow Nvidia H200 chip exports to China. Paramount initiates a hostile bid for Warner Bros, while NYT sues Perplexity AI

Rod Edwards
Rod Edwards
Just another boring Friday in December: SpaceX at $800B, OpenAI GPU supercluster in Australia, NFLX snapping up Warner Bros, Cloudflare down again.

Dec 5, 2025

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2 min read

Just another boring Friday in December: SpaceX at $800B, OpenAI GPU supercluster in Australia, NFLX snapping up Warner Bros, Cloudflare down again.

Rod Edwards
Rod Edwards
Thurs, Dec. 4, 2025: Meta gives up on the Metaverse, Anthropic and Snowflake ink a $200M AI deal, Apple design leader bails for Meta.

Dec 4, 2025

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2 min read

Thurs, Dec. 4, 2025: Meta gives up on the Metaverse, Anthropic and Snowflake ink a $200M AI deal, Apple design leader bails for Meta.

There's a lot that didn't fit in that headline, up to an including a company launching a new SPREADSHEET.

Rod Edwards
Rod Edwards
Weds, Dec 3, 2025: Microsoft misses AI targets, Anthropic IPO by 2026, Apple's Alan Dye shifts to Meta, Micron exits consumer, Uber launches robotaxi

Dec 3, 2025

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3 min read

Weds, Dec 3, 2025: Microsoft misses AI targets, Anthropic IPO by 2026, Apple's Alan Dye shifts to Meta, Micron exits consumer, Uber launches robotaxi

A grey banner image for sort of a grey day on the Microsoft news...

Rod Edwards
Rod Edwards
Tuesday, December 02, 2025: Amazon puts NVLink Fusion in new chips & launches an AI agent suite at reInvent. Anthropic acquires Bun and confirms a 14K token Soul Document for Claude 4.5

Dec 2, 2025

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3 min read

Tuesday, December 02, 2025: Amazon puts NVLink Fusion in new chips & launches an AI agent suite at reInvent. Anthropic acquires Bun and confirms a 14K token Soul Document for Claude 4.5

Mistral Opensource releases, ChatGPT + Apple Health

Rod Edwards
Rod Edwards
Monday, December 01, 2025: Nvidia's  $2B Synopsys investment; OpenAI invests in Thrive Holdings; Apple’s AI chief exits amid Siri revamp; Wayve accelerates autonomous driving

Dec 1, 2025

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2 min read

Monday, December 01, 2025: Nvidia's $2B Synopsys investment; OpenAI invests in Thrive Holdings; Apple’s AI chief exits amid Siri revamp; Wayve accelerates autonomous driving

Aaaannd - Bitcoin continues to falters, India compels app installations.

Rod Edwards
Rod Edwards
Thanksgiving Slow News Weekend: Silicon Valley's man in the White House, OpenAI trialling Ads, Black Friday ad records, NVIDIA's OK with automation!

Nov 30, 2025

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2 min read

Thanksgiving Slow News Weekend: Silicon Valley's man in the White House, OpenAI trialling Ads, Black Friday ad records, NVIDIA's OK with automation!

Bonus: the Airbus Apocalypse, Deepseek wins the Math Olympiad

Rod Edwards
Rod Edwards
Black Friday Edition: Apple doing Mac chips with Intel? Google Android Auto with Gemini navigation. Meanwhile, Quantum Systems secures €180M, Gravis robotics tackles heavy construction.

Nov 28, 2025

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3 min read

Black Friday Edition: Apple doing Mac chips with Intel? Google Android Auto with Gemini navigation. Meanwhile, Quantum Systems secures €180M, Gravis robotics tackles heavy construction.

Happy Black Friday!

Rod Edwards
Rod Edwards
Thanksgiving Edition, Thursday, November 27, 2025: Alibaba glasses rival Meta; Intel faces legal scrutiny over hiring; Google Maps now features Gemini AI voice navigation, OpenAI breach.

Nov 27, 2025

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3 min read

Thanksgiving Edition, Thursday, November 27, 2025: Alibaba glasses rival Meta; Intel faces legal scrutiny over hiring; Google Maps now features Gemini AI voice navigation, OpenAI breach.

Happy Thanksgiving to all of our American friends!

Rod Edwards
Rod Edwards
Happy Thanksgiving! Wednesday, November 26, 2025: HSBC estimates OpenAI needs $207B by 2030; Apple reconquers smartphone leadership with iPhone 17; Google eye TPU to rival Nvidia

Nov 26, 2025

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2 min read

Happy Thanksgiving! Wednesday, November 26, 2025: HSBC estimates OpenAI needs $207B by 2030; Apple reconquers smartphone leadership with iPhone 17; Google eye TPU to rival Nvidia

Bonus: MIT study - 12% of jobs to be eaten by AI

Rod Edwards
Rod Edwards
Tuesday, November 25, 2025: Google and Meta billion-dollar chip deal; Google unveils Aluminium OS; Polish authorities probe Apple tracking.

Nov 25, 2025

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2 min read

Tuesday, November 25, 2025: Google and Meta billion-dollar chip deal; Google unveils Aluminium OS; Polish authorities probe Apple tracking.

Bonus: ChatGPT folds voice into the main interface.

Rod Edwards
Rod Edwards
Monday, November 24, 2025: Amazon via AWS is set to invest 50B in US government AI, Anthropic launches Claude Opus 4.5; Apple readies iOS 27 and fixes its iPhone Fold crease

Nov 24, 2025

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2 min read

Monday, November 24, 2025: Amazon via AWS is set to invest 50B in US government AI, Anthropic launches Claude Opus 4.5; Apple readies iOS 27 and fixes its iPhone Fold crease

Rod Edwards
Rod Edwards
Saturday, Nov 22, 2025: Google plans 1000x AI boost by 2030, Figure AI faces robot safety lawsuit, Waymo secures expanded DMV approval, Tim Cook exit?

Nov 22, 2025

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2 min read

Saturday, Nov 22, 2025: Google plans 1000x AI boost by 2030, Figure AI faces robot safety lawsuit, Waymo secures expanded DMV approval, Tim Cook exit?

Experimental Saturday edition - worth it on a thin news day? Let me know!

Rod Edwards
Rod Edwards
Friday, November 21: BitCoin crumbles, OpenAI group chat goes global, Gemini's training on your Gmail

Nov 21, 2025

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3 min read

Friday, November 21: BitCoin crumbles, OpenAI group chat goes global, Gemini's training on your Gmail

Plus: SpaceX testing struggles, AI for accounting raises $51M series B.

Rod Edwards
Rod Edwards
Nvidia posts record quarter; White House blocks state AI laws; LeCun departs Meta for startup

Nov 20, 2025

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2 min read

Nvidia posts record quarter; White House blocks state AI laws; LeCun departs Meta for startup

White House issues executive order threatening billions to block state AI laws; Nvidia posts record $57B quarter; LeCun departs Meta for startup amid booming AI investments; Google debuts AI tools on Android Auto.

Rod Edwards
Rod Edwards
Weds, November 19: Nvidia smashes quarter numbers; Gemini 3 blows everyone away; Adobe acquired Semrush for $1.9B; EU postponed enforcement of high-risk AI rules.

Nov 19, 2025

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2 min read

Weds, November 19: Nvidia smashes quarter numbers; Gemini 3 blows everyone away; Adobe acquired Semrush for $1.9B; EU postponed enforcement of high-risk AI rules.

Oh, and Epstein comes knocking for OpenAI board members.

Rod Edwards
Rod Edwards
Afternoon Report: Microsoft, Nvidia, and Anthropic Forge a $45B AI Power Play

Nov 18, 2025

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3 min read

Afternoon Report: Microsoft, Nvidia, and Anthropic Forge a $45B AI Power Play

Microsoft, Nvidia, and Anthropic announce a $45B alliance to enhance AI on Azure.

Rod Edwards
Rod Edwards
Afternoon Report: Bezos gets a new job, Nvidia Eyes Half-Trillion AI Opportunity, Buffett Bets on Google

Nov 17, 2025

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2 min read

Afternoon Report: Bezos gets a new job, Nvidia Eyes Half-Trillion AI Opportunity, Buffett Bets on Google

Apple's contemplating changing its annual September iPhone cadence, and Bitcoin & Crypto continue to tumble

Rod Edwards
Rod Edwards
Weekend Update: X goes to war with Telegram, Say goodbye to the Em Dash, and Apple contemplates life after Cook

Nov 16, 2025

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3 min read

Weekend Update: X goes to war with Telegram, Say goodbye to the Em Dash, and Apple contemplates life after Cook

Bonus: Disney / ESPN and YouTube make up, and BitCoin craters, again.

Rod Edwards
Rod Edwards
Google's battling billions of fines in EY. Anthropic exposes an AI cyberattack campaign; Apple locks up Digital IDs & OpenAI launches group chats.

Nov 14, 2025

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2 min read

Google's battling billions of fines in EY. Anthropic exposes an AI cyberattack campaign; Apple locks up Digital IDs & OpenAI launches group chats.

Damages is the big theme of the day.

Rod Edwards
Rod Edwards
OpenAI launches GPT-5.1; Microsoft licenses AI chip designs; Apple taps WeChat payments with Tencent

Nov 13, 2025

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2 min read

OpenAI launches GPT-5.1; Microsoft licenses AI chip designs; Apple taps WeChat payments with Tencent

OpenAI debuts GPT-5.1 with new Instant and Thinking variants as Microsoft licenses its chip designs. Apple partners with Tencent for WeChat payments while Google tweaks sideloading rules amid developer feedback.

Rod Edwards
Rod Edwards
Afternoon Report: OpenAI’s GPT-5.1 Launch, Anthropic’s 50B Data Center, and LeCun’s Startup Leap

Nov 12, 2025

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2 min read

Afternoon Report: OpenAI’s GPT-5.1 Launch, Anthropic’s 50B Data Center, and LeCun’s Startup Leap

OpenAI launches GPT-5.1 with enhanced warmth and expanded personality. Anthropic invests $50B in new AI data centers. LeCun exits Meta for a world model startup. Apple unveils Digital ID and hints at a heftier iPhone 18 Pro Max design.

Rod Edwards
Rod Edwards
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