Episode 337: GameStop's eBay Gambit, Google's AI Laptops, and the New Economics of Software

In this episode, we unpack a week of seismic shifts across tech, geopolitics, and economics. GameStop's rejected $56B eBay bid takes a bizarre turn as Ryan Cohen threatens a shareholder revolt. Google launches Googlebooks—Android laptops with Gemini baked in—signaling a major bet on AI-integrated hardware. Inflation hits 3.8%, driven by geopolitical tensions in the Middle East. Meanwhile, Ukraine's momentum shift against Russia reveals how drones and geography are rewriting the rules of modern warfare. We explore Claude's 128% enterprise adoption surge, SpaceX's orbital compute ambitions, Amazon's token-gaming problem, and a critical analysis showing AI-native software margins collapsing to 17%—forcing a fundamental rethink of SaaS economics. Plus: China's record exports, Starship's new height record, and why betting against Google and Elon Musk remains a historically bad move. Hosted on Acast. See acast.com/privacy for more information.