Talking all things Nvidia as Wall Street catches GPU fever, parallels to Sun Microsystems and the dot com bubble, and questions about AI energy efficiency and reliance on TSMC. At the end: a streaming lover pushes back on nostalgia for cable and involuntary sports subsidies.

Microsoft’s evolution and what AI can and can’t accomplish, the ChatGPT app on iOS, and more on the logic of cable companies during the 2010s. Plus: Why leagues won’t go direct to consumer and one listener for whom the streaming is working just fine.

ESPN's ominous direct-to-consumer ambitions, the incentives that drove the collapse of a cable business model that was beneficial to nearly everyone, why YouTube TV might fill the power vacuum, and what companies like Netflix and Disney can learn from Taylor Swift.

Google’s AI ambitions, whether large language models will be a winner-take-all space, the coming wave of AI regulation and the implications for small businesses, and more thoughts on VR as Apple prepares to enter the space.

The Reality Labs spending has echoes of a past Google mistake, past animosity vs. future opportunities for Apple and Facebook, and a few responses to last week’s leaked Google memo. Plus: One more note about Xbox and a question about handwritten notes.