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Tom Lee and Alex Kantrowitz say the deployment of humanoid robots will expose two underappreciated threats: 1. Fear of foreign control Sleeper agents - robots with hidden chips, hidden code. 2. Backlash from humans Waymo burnings weren't random. They were a symbolic revolt

Well this is hopeful news for X. Nikita Bier, to add to the list of feature requests: - Please end the War On Links - Boost the follow signal a bit - Really kill the bots this time - Relax the spammy upsell CTAs on every tweet, etc.

Today I watched a kid clip his nails on the subway as his mother looked on. Always something new in NYC.

In studio with Matthew Prince 🌥 today. Our episode on Cloudflare's plan to save the web is coming shortly on Big Technology Podcast. Stay tuned!

Elon helped Trump win knowing that the EV credit would go away if successful. Why?

Shares of Tesla sinking as the ongoing feud between Elon Musk and President Trump heats up. Deepwater Asset Management's Gene Munster and Big Technology's Alex Kantrowitz discuss their outlook for the company: cnbc.com/video/2025/07/…

Tariffs? Inflation? Meh. Pants at H&M are $2.

At this point, founders are faking hiring Soham just for the clout

S&P 500 now up ~7%(!) YTD. Was down 15% in April. This rally has legs.

I had a fascinating conversation with Microsoft AI CEO Mustafa Suleyman about how AI can be used in medicine, and why orchestration will be a major value driver as AI models become commoditized. bigtechnology.com/p/microsoft-ai…

This is one of the best pieces you'll read on what's happening in AI today. We'll discuss on the Friday episode tomorrow. By David Cahn sequoiacap.com/article/why-ai…

Why is Meta spending so much money on AI talent? It's actually pretty simple.

Why everyone loves Soham -->

New pod: Noah Smith 🐇 on whether AI is taking our jobs (yet), why our politics is silly, the state of the middle class, Zohran, and the China risk: podcasts.apple.com/us/podcast/big…

Solid June on YouTube. I’m pretty sure YouTube the most important force in media today.

I saw at least a half dozen people do this on Long Island this morning

How AI can spur a rebirth of media semafor.com/article/07/04/… by Reed Albergotti

NEW! M.G. Siegler will join Big Technology Podcast for a recurring episode on the first Monday of each month. Today we cover Apple's discussions w/ Anthropic, whether Meta can get to superintelligence, & AI browsers! Apple: podcasts.apple.com/us/podcast/app… Spotify: open.spotify.com/episode/7ugQaW…

The stuff I naturally read and write about I will now *talk* about on a monthly basis with Alex. podcasts.apple.com/us/podcast/big…