Openai Sora

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The Amazon Alexa+ Super Bowl commercial starring Chris Hemsworth. Screenshot via YouTube/Amazon Alexa.
The Briefing

What to Expect from Spotify, Lyft and Pinterest Earnings This Week

By Martin Peers · Feb 8, 2026 3:00pm PST
After the crush of tech news last week, including a big AI-fueled stock sell-off, things might calm down a bit in the next few days. With any luck, we’ll have time to debate which of the tech companies’ Super Bowl ads running Sunday night were the best and which were the worst. My vote for best is the Amazon Alexa spot, by the way, although the... After the crush of tech news last week, including a big AI-fueled stock sell-off, things might...
Sunday Insights

How Capex Ramp Up Will Squeeze Google, Amazon, Meta

By Martin Peers · Feb 7, 2026 10:00am PST · 3 comments
Big tech’s dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms. That will force some of those companies to make some difficult choices, such as whether to end stock buybacks or borrow more money. The good news is that the big tech companies have the capacity to... Big tech’s dramatic ramp-up in projected capital expenditures this year will all but wipe out...
Art by Clark Miller (photos: Getty Images)
The Big Read

Parties, PR and Epstein: How Investor Masha Bucher Shot to Fame in Silicon Valley

By Jemima McEvoy · Feb 7, 2026 6:00am PST · 6 comments
January 30 was an eventful day for Masha Bucher. That evening she held a blowout 8th birthday party for her venture capital firm, Day One Ventures, at the Asian Art Museum in San Francisco. The dress code: elegant. On the invites, Bucher promised the festivities would include a new performance art piece that would weave together “choreography,... January 30 was an eventful day for Masha Bucher. That evening she held a blowout 8th birthday...
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AI Agenda

How OpenAI’s Sora is Evolving Like TikTok

By Stephanie Palazzolo · Oct 28, 2025 7:10am PDT
When OpenAI released its Sora video app last month, it seemed like an attempt to develop a TikTok-like viral video service with artificial intelligence at its core. And in some ways, usage of Sora has echoes in how TikTok is used.In a recent all-hands, OpenAI CEO Sam Altman told employees that 20% to 30% of Sora users created AI-generated videos... When OpenAI released its Sora video app last month, it seemed like an attempt to develop a TikTok...
OpenAI, Sora—and the Internet’s Cheetos Brain
The Weekend

OpenAI, Sora—and the Internet’s Cheetos Brain

By Abram Brown · Oct 4, 2025 7:00am PDT
Welcome, Weekenders! In this newsletter:• The Big Read: Can Reed Jobs be more than the son of Steve?•  Electric Vehicles: The Chinese flying car that should worry Detroit—and Silicon Valley • Plus, our Recommendations: “The Romesh Ranganathan Show,” “When It All Burns” and “The Eastern Gate”The ultimate winner from the artificial... Welcome, Weekenders! In this newsletter:• The Big Read: Can Reed Jobs be more than the son of...