Pro and Tell, The Gurmanator Joins, New Google Models, Open Weight Demand, Joe's Monkeys
John Coogan and Jordi Hays review Apple's 'Pro and Tell' event, examining the OLED touchscreen MacBook Pro alongside Bloomberg's Mark Gurman, who breaks down hardware hinge defects on the iPhone Duo and shifts in Apple's M&A leadership. The hosts analyze Google's releases of Genie 4 and Gemini 4 Carbon, surging valuations in AI personal agents, and host interviews with Coco Robotics CEO Zach Rash on sidewalk delivery fleets, Formation Bio CEO Ben Liu on clinical trial bottlenecks, and Upwind CEO Amiram Shachar on cloud and AI cybersecurity.
- Upwind secured a $400 million Series C round to protect enterprise cloud and AI infrastructure across operational environments. Read →
- The bottleneck in biotechnology has abandoned candidate discovery and shifted to human trials; candidate molecules doubled over the last ten years while approved drugs stayed flat at 50 per year. Read →
- A physical hinge bar defect on the iPhone Duo is puncturing internal displays, leaving Apple with severe replacement inventory shortages. Read →
- Instinct moved from a $100 million valuation to $500 million, $2.5 billion, $10 billion, and now $30 billion in less than a year. Read →
- Coco Robotics runs approximately 1,000 sidewalk delivery robots, with plans to produce 20,000 next-generation Coco 2 units for 2027. Read →