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Oliver Buchannon
Rod Edwards
Thursday, Feb 26, 2026: Nvidia Shatters $68.1B Quarter, Amazon Mulls $50B OpenAI Bet, NanoBanana 2 in the wild

Feb 26, 2026

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4 min read

Thursday, Feb 26, 2026: Nvidia Shatters $68.1B Quarter, Amazon Mulls $50B OpenAI Bet, NanoBanana 2 in the wild

Anthropic retires Claude 3 Opus - will it be missed like ChatGPT 4o?

Rod Edwards
Rod Edwards
Weds, Feb 25, 2026: Samsung S26 family launches, iPhone Fold starts production, OpenClaw drama, Google Disrupts Espionage, Anthropic Alters AI Safety

Feb 25, 2026

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4 min read

Weds, Feb 25, 2026: Samsung S26 family launches, iPhone Fold starts production, OpenClaw drama, Google Disrupts Espionage, Anthropic Alters AI Safety

Phones phones phones! Samsung S26 gets launched, and Apple (apparently) starts iPhone Fold production.

Rod Edwards
Rod Edwards
Tues, Feb 24, 2026: AMD and Meta Rev Up AI Power with Giga Chip Pact; Stripe buying Paypal?? Bitcoin and Anthropic Under Pressure; Apple manufacturing in Houston

Feb 24, 2026

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3 min read

Tues, Feb 24, 2026: AMD and Meta Rev Up AI Power with Giga Chip Pact; Stripe buying Paypal?? Bitcoin and Anthropic Under Pressure; Apple manufacturing in Houston

Stripe buying Paypal is the story of this era: incumbents becoming disruptors and then getting disrupted once they're incumbents

Rod Edwards
Rod Edwards
Claude Jolts IBM, ASML Hits 1000W, Google Swings the Ban Hammer, Nvidia Invades Windows Laptops, and OpenAI Eyes a Smart Speaker

Feb 23, 2026

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4 min read

Claude Jolts IBM, ASML Hits 1000W, Google Swings the Ban Hammer, Nvidia Invades Windows Laptops, and OpenAI Eyes a Smart Speaker

I'm really looking forward to the flowering of weird AI devices coming - Apple's pin and camera-equipped AirPods, OpenAI's smart lamp and speaker - bring it on

Rod Edwards
Rod Edwards
Friday, Feb 20, 2026: AI safety meets the War Machine, Gemini 3.1 Pro lights a fire, Bitcoin Stalls, ATM Malware Threatens, Tesla & AWS Face Scrutiny

Feb 20, 2026

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3 min read

Friday, Feb 20, 2026: AI safety meets the War Machine, Gemini 3.1 Pro lights a fire, Bitcoin Stalls, ATM Malware Threatens, Tesla & AWS Face Scrutiny

Fun new word to start off your weekend: ATM Jackpotting

Rod Edwards
Rod Edwards
Thursday, Feb 19, 2026: Microsoft Copilot Glitch Sparks Enterprise Alarm, Klarna Surges, Google drops Gemini 3.1 Pro and 2x's thinking performance

Feb 19, 2026

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3 min read

Thursday, Feb 19, 2026: Microsoft Copilot Glitch Sparks Enterprise Alarm, Klarna Surges, Google drops Gemini 3.1 Pro and 2x's thinking performance

Rod Edwards
Rod Edwards
Wednesday, Feb 18, 2026: Meta inks mega Nvidia deal, Tesla ditches Autopilot branding, and laser‐etched glass hints at data immortality.

Feb 18, 2026

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3 min read

Wednesday, Feb 18, 2026: Meta inks mega Nvidia deal, Tesla ditches Autopilot branding, and laser‐etched glass hints at data immortality.

Lots going on today, but the big news is a top tier phone with a FLAT BACK (no camera bump!) --- the Google Pixel 10a. Its been a long time...!

Rod Edwards
Rod Edwards
Tuesday, Feb 17, 2026: Meta ups its AI game with NVIDIA and Zombie Chat; Airbnb’s global BNPL move; legal wins for Qualcomm, legal trouble for Grok.

Feb 17, 2026

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4 min read

Tuesday, Feb 17, 2026: Meta ups its AI game with NVIDIA and Zombie Chat; Airbnb’s global BNPL move; legal wins for Qualcomm, legal trouble for Grok.

Rod Edwards
Rod Edwards
Thurs, Feb 12, 2026: Notepad gets fixed (???), Anthropic closes $380B valuation, OpenAI launches an ultra-fast coding model on Cerebras, and memory shortages spike costs.

Feb 12, 2026

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5 min read

Thurs, Feb 12, 2026: Notepad gets fixed (???), Anthropic closes $380B valuation, OpenAI launches an ultra-fast coding model on Cerebras, and memory shortages spike costs.

EVERYONE: ITS NOT CONSCIOUS.

Rod Edwards
Rod Edwards
Apple hit turbulence on Siri AI while Amazon expanded same day prescriptions to 4500 cities; BlackRock x Uniswap. Meanwhile xAI lost leaders & robots raised $520M.

Feb 11, 2026

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5 min read

Apple hit turbulence on Siri AI while Amazon expanded same day prescriptions to 4500 cities; BlackRock x Uniswap. Meanwhile xAI lost leaders & robots raised $520M.

Guess who's slowing the roll on LLMs...

Rod Edwards
Rod Edwards
Tuesday, Feb 10, 2026: Databricks just raised at $134B. UK vs Apple & Google app store rules. Spotify popped on profits; Robinhood missed.

Feb 10, 2026

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4 min read

Tuesday, Feb 10, 2026: Databricks just raised at $134B. UK vs Apple & Google app store rules. Spotify popped on profits; Robinhood missed.

You know, I love experimenting with ChatGPT image generation styles, and I think this might be my favourite yet.

Rod Edwards
Rod Edwards
Monday, Feb 9, 2026: EU forces WhatsApp open, OpenAI Ads are landing, memory prices spiked. Discord rolls out face ID, Workday replaces CEO w/ former founder

Feb 9, 2026

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4 min read

Monday, Feb 9, 2026: EU forces WhatsApp open, OpenAI Ads are landing, memory prices spiked. Discord rolls out face ID, Workday replaces CEO w/ former founder

And... Jony Ive's EV Ferrari goes live.

Rod Edwards
Rod Edwards
Sat, Jan 31, 2026: OpenAI Nvidia talks hit uncertainty, Waymo closes a massive round at a 110B valuation, Bitcoin drops under 80K, SpaceX floats a million satellite plan, and Anthropic upgrades Claude Cowork.

Jan 31, 2026

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2 min read

Sat, Jan 31, 2026: OpenAI Nvidia talks hit uncertainty, Waymo closes a massive round at a 110B valuation, Bitcoin drops under 80K, SpaceX floats a million satellite plan, and Anthropic upgrades Claude Cowork.

Just another weekend in paradise.

Rod Edwards
Rod Edwards
Friday, Jan 30, 2026: Apple & Gemini, OpenAI sunsetting 4-series models in 2 weeks, H200's are in the mail, Deepseek. Bonus: Autonomous weapons drama.

Jan 30, 2026

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4 min read

Friday, Jan 30, 2026: Apple & Gemini, OpenAI sunsetting 4-series models in 2 weeks, H200's are in the mail, Deepseek. Bonus: Autonomous weapons drama.

Today's maximum drama cover image bought to you by the story about the Pentagon and Anthropic feuding over autonomous weapons limitations. What a delightful way to start the weekend!

Rod Edwards
Rod Edwards
Thursday, Jan 29, 2026: Microsoft’s cloud miss jolted markets, while OpenAI hunts $60B to $100B from Nvidia, Microsoft, Amazon, SoftBank. Apple posts $143.8B quarter, buys $2B AI firm, and warns of chip shortages. Google pushes Gemini into Chrome. Crypto slides under $84K.

Jan 29, 2026

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4 min read

Thursday, Jan 29, 2026: Microsoft’s cloud miss jolted markets, while OpenAI hunts $60B to $100B from Nvidia, Microsoft, Amazon, SoftBank. Apple posts $143.8B quarter, buys $2B AI firm, and warns of chip shortages. Google pushes Gemini into Chrome. Crypto slides under $84K.

Rod Edwards
Rod Edwards
Wednesday, Jan 28, 2026: SoftBank aims 30B more at OpenAI while Microsoft, Meta, & IBM validate AI spending in earnings. China approves Nvidia H200 imports. Apple forces Patreon billing changes. UK regulators push Google to curb AI search use of publisher content.

Jan 28, 2026

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7 min read

Wednesday, Jan 28, 2026: SoftBank aims 30B more at OpenAI while Microsoft, Meta, & IBM validate AI spending in earnings. China approves Nvidia H200 imports. Apple forces Patreon billing changes. UK regulators push Google to curb AI search use of publisher content.

Rod Edwards
Rod Edwards
Tues, Jan 27, 2026: I bet your forgot: Microsoft makes its own AI chips. Anthropic megaround. OpenAI PRISM launches. And if you're not tired of Clawdbot yet...

Jan 27, 2026

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5 min read

Tues, Jan 27, 2026: I bet your forgot: Microsoft makes its own AI chips. Anthropic megaround. OpenAI PRISM launches. And if you're not tired of Clawdbot yet...

Apologies for my absence for the last few days - I've been on the road and backcountry, but am back in the saddle now!

Rod Edwards
Rod Edwards
Weds Jan 21: Siri's becoming a chatbot. Breach at Apple supplier leaks designs. Meta's got new models, and Snap settles out of court.New Post

Jan 21, 2026

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5 min read

Weds Jan 21: Siri's becoming a chatbot. Breach at Apple supplier leaks designs. Meta's got new models, and Snap settles out of court.New Post

Siri's evolution has felt inevitable. And, I'm intensely curious to see what the Meta "Superintelligence" lab has produced, when they weren't busy dealing with office drama.

Rod Edwards
Rod Edwards
Monday, Jan 19, 2026: Tesla rolls its own AI5 chip, NYSE builds 24/7 tokenized trading, Microsoft plans ad supported Xbox cloud gaming. Regulators weigh youth social media bans.

Jan 19, 2026

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3 min read

Monday, Jan 19, 2026: Tesla rolls its own AI5 chip, NYSE builds 24/7 tokenized trading, Microsoft plans ad supported Xbox cloud gaming. Regulators weigh youth social media bans.

Question: When does Tesla start selling automotive AI chipsets to other car manufacturers?

Rod Edwards
Rod Edwards
The Weekender, Pt. 1: OpenAI ads, harumph. Musk sues OpenAI & Microsoft for $134B. Edge AI takes a step w/ FLUX2.New Post

Jan 17, 2026

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3 min read

The Weekender, Pt. 1: OpenAI ads, harumph. Musk sues OpenAI & Microsoft for $134B. Edge AI takes a step w/ FLUX2.New Post

Notable thing this weekend: Black Forest Labs ships an open source on device image generation model; I've been positing that the biggest risk of data centers is actually the edge, and more efficiency and capability is coming to devices.

Rod Edwards
Rod Edwards
Late Edition: Friday, Jan 16, 2026: OpenAI getting into Ads & cheaper paid tiers; Langfuse gets bought; ASML worth 500B; Grok still in trouble.

Jan 16, 2026

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4 min read

Late Edition: Friday, Jan 16, 2026: OpenAI getting into Ads & cheaper paid tiers; Langfuse gets bought; ASML worth 500B; Grok still in trouble.

This post is out late as I've been tuning the signal / noise filters on the back end.

Rod Edwards
Rod Edwards
Jan 15, 2026: Big day for Chips: TSMC 35% profit jump on AI demand, US put a 25% tariff China-bound chips, Taiwan pledged $250B for US fabs.

Jan 15, 2026

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5 min read

Jan 15, 2026: Big day for Chips: TSMC 35% profit jump on AI demand, US put a 25% tariff China-bound chips, Taiwan pledged $250B for US fabs.

Today was a big, wild day for chips related news - TSMC is riding the wave, while Nvidia and AMD grapple with conflicting policy --- they're finally allowed to sell to China, but China's saying "no thanks" at the same as the US is putting tariffs on their products --- I'm not sure who's winning here, other than Huawei.

Rod Edwards
Rod Edwards
Weds, Jan 14, 2026: Google is wiring Gemini into personal data for proactive answers, OpenAI just bought massive compute from Cerebras, Verizon faced a nationwide outage, Tesla moved FSD to subscription only, and Visa enabled stablecoin payouts on Visa Direct.

Jan 14, 2026

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7 min read

Weds, Jan 14, 2026: Google is wiring Gemini into personal data for proactive answers, OpenAI just bought massive compute from Cerebras, Verizon faced a nationwide outage, Tesla moved FSD to subscription only, and Visa enabled stablecoin payouts on Visa Direct.

I still have PTSD from Canada's Rogers outage a few years ago.

Rod Edwards
Rod Edwards
Tues, Jan 13: Veo 3.1 coming out vertically, Meta slashing Reality Labs, Apple launches Creator subscription across apps, Deepgram hits Unicorn statusNew Post

Jan 13, 2026

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7 min read

Tues, Jan 13: Veo 3.1 coming out vertically, Meta slashing Reality Labs, Apple launches Creator subscription across apps, Deepgram hits Unicorn statusNew Post

Today was actually a BANANAS news day. Anthropic Cowork and Slackbot AI-agent-cy are also newsworthy things, but just didn't fit in the lede.

Rod Edwards
Rod Edwards
Monday, Jan 12: Alphabet just crossed $4T, Apple puts Gemini inside Siri, and Nvidia committed $1B with Eli Lilly for AI drug discovery. Grok still in trouble.

Jan 12, 2026

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8 min read

Monday, Jan 12: Alphabet just crossed $4T, Apple puts Gemini inside Siri, and Nvidia committed $1B with Eli Lilly for AI drug discovery. Grok still in trouble.

I'm a long time Apple customer, and am deeply entrenched in the Apple ecosystem, and I'm STILL surprised by how much market power the iPhone has, and I find it perplexing that Apple's outsourcing AI.

Rod Edwards
Rod Edwards
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