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JB's Podcast with Kai and Nia

JB

81 episodes

6 hours ago

Send us a text 2025 was a year where many things shifted almost abruptly. Those that seemed in complete control or in disarray when 2025 started, found themselves by the end of 2026 often in significantly different positions. The once invulnerable Nvidia showed signs of risk from the perspective of investors for instance, while Apple's AI Intelligence missteps seemed to sideline the company early on, towards the end of 2026 looked like the wise thing to do. And so, many similar stories throug...

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Send us a text 2025 was a year where many things shifted almost abruptly. Those that seemed in complete control or in disarray when 2025 started, found themselves by the end of 2026 often in significantly different positions. The once invulnerable Nvidia showed signs of risk from the perspective of investors for instance, while Apple's AI Intelligence missteps seemed to sideline the company early on, towards the end of 2026 looked like the wise thing to do. And so, many similar stories throug...

Show more...

Episodes (20/81)

JB's Podcast with Kai and Nia

Showdown (Preview): Battle Royale 2025 into 2026

Send us a text 2025 was a year where many things shifted almost abruptly. Those that seemed in complete control or in disarray when 2025 started, found themselves by the end of 2026 often in significantly different positions. The once invulnerable Nvidia showed signs of risk from the perspective of investors for instance, while Apple's AI Intelligence missteps seemed to sideline the company early on, towards the end of 2026 looked like the wise thing to do. And so, many similar stories throug...

6 hours ago

4 minutes

JB's Podcast with Kai and Nia

2026 AI Predictions: The Great Sorting Is Underway

Send us a text AI predictions, feel free to web search what is being discussed and match them to my own views that OpenAI will either regain its stride with thoughtful innovation or that it will panic and spiral into further reactive decisions and continue its piece-meal approach with individual tools not providing a cohesive and all-encompassing customer and enterprise experience. Apple will dominate with its products and will continue to see where the chips will fall in the AI race an...

2 days ago

14 minutes

JB's Podcast with Kai and Nia

Tuesday Special Edition Showdown The Ecosystem Moat: Google, OpenAI, and the Battle for Workflow - Google's Apple Strategy

Send us a text As a follow-up we compare how Google's AI ecosystem is reminiscent of Apple’s as it becomes sticky and users invested in it would find it costly to leave as tools are increasingly better integrated. As such OpenAI may soon find itself where Android ADMs Samsung were 5+ years ago where they understood that nifty features and tricks weren't enough to attract customers. Eventually, Android bridge into Chromebooks, returned to tablets, enhanced security and so on. Samsung dev...

3 days ago

12 minutes

JB's Podcast with Kai and Nia

Showdown: The Ecosystem War: Google vs. OpenAI’s Battle for Workflow Integration part 1

Send us a text The code red really means panic at OpenAI, in particular vis-a-vis Google Gemini ecosystem. The word ecosystem is key as Google provides a coherent suite of tools allowing users to complete entire projects within Google's various sophisticated AI apps and office suite for spreadsheets, documents, presentations, etc. to boot. From Nano Bahama Pro to NotebookLM and Gemini 3, to name a few. The separate components of OpenAI such as Sora vs ChatGPT demonstrate this, this is n...

4 days ago

14 minutes

JB's Podcast with Kai and Nia

Showdown / Deep Dive: Apple Pencil vs Samsung SPen (missing) Why I Low-Key Hope Apple Brings Apple Pencil Support to Its First Foldable

Send us a text Samsung did the mistake of confusing an engineering achievement with a strategic purpose by pursuing device thinness as the central KPI. Why I low-key hope Apple incorporates the Apple Pencil in its first iteration of its foldable device". First this would give Samsung a truly memorable lesson about business strategy, I.e. when you have an advantage, a moat in business, it is crucial to protect it. Number two, listen to your customers. Samsung’s headstrong approach to thi...

1 week ago

31 minutes

JB's Podcast with Kai and Nia

Special Episode - Apple 2026 Outlook: Apple Stepped Back on AI. That May Be the Smartest Move It Made.

Send us a text Apple has quietly retreated and leaned into its strengths, taking criticism and rightly so for its lackluster AI rollout, but don't count Apple out... at all. With rumors of some 30 new devices for 2026, including entering the foldable category from the first time while potentially looking on as the AI economy could well contract given the limited ability at this stage to generate the type of revenue to substantiate the huge investments in model training and data centers,...

1 week ago

13 minutes

JB's Podcast with Kai and Nia

The Metaverse Gamble: Mark Zuckerberg’s Costly Digital Retreat

Send us a text Meta's name is now almost a distant memory from Zuckerberg's efforts and foray into the metaverse. Whether it overshot thinking the infrastructure such had high speed connections throughout the world, would be enough to get people everywhere to spend time there. But overall, whether due to quality or actual use case(s) caused a lack of participation. Fortunately, given recurring income from its regular services Meta is ok, and now Keefe again spending like a drunken sailo...

1 week ago

10 minutes

JB's Podcast with Kai and Nia

Google's Massive AI Ecosystem Upgrade: Gemini and NotebookLM Evolution

Send us a text A significant shift in the artificial intelligence landscape, highlighting Google’s recent surge to a dominant market position. The company has moved beyond its initial struggles to launch a comprehensive AI ecosystem featuring advanced tools for fashion discovery, automated video animation, and proactive digital assistants. A core component of this strategy is the vertical integration of the entire AI stack, allowing Google to control everything from specialized chip design to...

1 week ago

10 minutes

JB's Podcast with Kai and Nia

Showdown: Apple iPhone Foldable vs Samsung Z Fold 8, Z Fold 8 Ultra Passport and Z TriFold!

Send us a text Apple is truly coming to take on and take over the foldable market. Its foldable is now confirmed and it si strongly hinted at that once unfolded it may have more so of a passport shape, which interestingly there are strong rumors Samsung is developing a variant of the Z Fold 8, in addition to its recent Z TriFold. Is there some panic at Samsung? Apparently, Apple has ordered 11 million displays of the type that Samsung uses to make folding screens. If this is any indication, i...

2 weeks ago

8 minutes

JB's Podcast with Kai and Nia

AGI Coming part 2: The End of Human Thinking as Economic Value

Send us a text People seem to interpret AGI as AI taking over a la Terminator SkyLink, but what it actually is, is when AI is able to outperform any given expert in a given mostly intellectual field. With AI being fed all written knowledge from books, studies to curriculum of the best universities, it is only logical that this type of AGI will occur sooner rather than later. But what this means is that the knowledge of people applied in research to work settings will no longer be necess...

2 weeks ago

12 minutes

JB's Podcast with Kai and Nia

AGI Coming part 1: The Race to Build Digital gods

Send us a text Artificial Intelligence (AI) poses an existential threat more significant than previous technological disruptions... Artificial General Intelligence (AGI)—an AI capable of all human cognitive labor - is creating a winner-takes-all scenario...

2 weeks ago

12 minutes

JB's Podcast with Kai and Nia

Samsung Z TriFold: An Impressive First Model... with some Significant Caveats

Send us a text Samsung's Z TriFold is an almost surprisingly polished product. Yes it is an extension of a set of devices that have been around for 7 iterations already, yet it seems to bring it all together in a sophisticated manner. Except for the lack of spending and a slightly thicker physical edges, the device looks prime time ready. Another achievement by Samsung is that it managed to get this product out before Apple's foldable iPhone. This all but guarantees that Samsung will have bra...

3 weeks ago

11 minutes

JB's Podcast with Kai and Nia

Showdown Apple vs. Apple: Apple’s Executive Exodus and Inflection Point

Send us a text Apple has recently seen what some may describe as an exodus of executives. A few months back it was John Ive and now Alan Dye has just left. Unlike the others, Alan's departure is celebrated by many who disliked is "glass" design ethos. In the midst of all this shake up, what will happen to Apple? The company which once never saw departures is now seeing multiple departures

3 weeks ago

11 minutes

JB's Podcast with Kai and Nia

Showdown (special) Alibaba vs Meta, Alibaba Has Just Entered the Smart Glasses War

Send us a text Alibaba is entering the fray with its own smartglasses with a relatively lower priced product called Quark AI smart glasses. Meta may soon have to fiend with a competitor with a huge access to customers via its decades experience as the Amazon of Asia and basically much of the rest of the world. Can Meta effectively compete without the same direct tiki customers marketplace and at the high price point of its Meta Display smart glasses?

3 weeks ago

9 minutes

JB's Podcast with Kai and Nia

Showdown: Enterprise AI vs Consumer (AI Slop?) AI vs Open source AI

Send us a text The Great AI Fragmentation: How the AI landscape is splitting because of what has already been noticed by large businesses. The breakdown into enterprise-mostly platforms, consumer-first models/AI slop, and open-source ecosystems, and what that means for winners and losers. The enterprise is what we've seen increasingly become the business model for MS and Amazon namely. They can charge businesses very high prices and due to the businesses' size, they know they become cli...

4 weeks ago

11 minutes

JB's Podcast with Kai and Nia

The AI Depreciation Tsunami

Send us a text The growing AI bubble anxiety is gripping the tech market, noting a shift from market euphoria to investor doubt due to high valuations and rising debt financing. Financial skeptics warn that the AI infrastructure buildout is being treated as a one-time investment, creating a "depreciation tsunami" fueled by loans and bonds, though some analysts believe a total "get out" signal has yet to flash. This market skepticism is contrasted with the view of industry CEOs, who highl...

1 month ago

13 minutes

JB's Podcast with Kai and Nia

Google Gemini 3: The Tectonic Shift That Could Redefine Everyday AI Adoption

Send us a text With the release of Gemini 3, Google offers a suite of AI solutions that seem to point to Google possibly ending as the winner in the AI race for consumers in the US and other similar markets, as well as for a significant portion of the customer small businesses' needs. The many features provide a comprehensive AI suite of tools for everything from productivity to creativity, seemingly leaving far behind most of the competition.

1 month ago

12 minutes

JB's Podcast with Kai and Nia

Showdown Tesla vs Reality! Waymo, Unitree and the lineup keeps growing

Send us a text A realistic, sobering and critical assessment of the current technology landscape of Tesla, arguing that many high-valuation concepts - especially those associated with Elon Musk's companies and the broader AI sector - are based on hype and narrative rather than delivered product reality. Tesla has lost its technological leadership in electric vehicles, robotics (Optimus), and autonomous driving, specifically its "Full Self-Driving" is still only Level 2 autonomy while competit...

1 month ago

13 minutes

JB's Podcast with Kai and Nia

Showdown: Meta's WhatsApp Challenges Apple's iMessage in the U.S.

Send us a text The accelerating adoption of WhatsApp in the U.S., challenging Apple's dominant iMessage service among iPhone users is taking hold. Historically, Americans primarily used WhatsApp for international contacts or communicating with Android users, but recent growth shows a significant shift, with Meta's messaging app surpassing 100 million monthly U.S. users, over half of whom are on iOS. This change is attributed largely to WhatsApp’s superior capabilities for managing large group...

1 month ago

13 minutes

JB's Podcast with Kai and Nia

How Apple and Samsung Arguably Make Customers Pay for Beta Testing Products

Send us a text How Samsung and even Apple sometimes release devices as test run and some consumers fall for these as if they are actual quality products. Samsung released the Frame Speaker which has a literal paper "screen" instead of an electronic screen that could show gallery and music pictures or soundwave images, but it still released this demo product and yet some people bought it. The Galaxy S25 Edge with its lackluster battery was, now we know, just a test run to assess durability, qu...

1 month ago

29 minutes