Tom Merritt .com

Why Google Won’t Talk About Apple – DTNS 5200

It’s not a conspiracy. We don’t think anyway. Plus, RAMageddon expands to take down the Steam Machine and NVIDIA GPUs.

Starring Tom Merritt and Huyen Tue Dao

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Show Notes


https://www.ft.com/content/22d97d8e-1101-4b1b-8a28-66054dfa363a
https://www.theregister.com/2026/02/05/alphabet_google_q4_2025/
https://appleinsider.com/articles/26/02/05/google-apple-ceos-offer-seemingly-contradictory-statements-regarding-ai-partnership

Alphabet/Google Revenues Up 18 Percent to $113.8 Billion



https://www.wsj.com/tech/ai/ai-wont-kill-the-software-business-just-its-growth-story-05673e07?st=dY58vx&reflink=desktopwebshare_permalink
https://x.com/stevesi/status/2019167552794948020
https://www.ft.com/content/39aa0fd6-957e-48a5-bb91-d503ed441ff6
https://www.cnbc.com/2026/02/05/arm-shares-fall-licensing-revenue-miss-ai-demand.html
https://finance.yahoo.com/news/arm-holdings-forecasts-quarterly-revenue-210919091.html
https://www.reuters.com/business/qualcomm-arm-bear-brunt-memory-shortage-smartphone-chip-sales-disappoint-2026-02-05/
https://arstechnica.com/gadgets/2026/02/ram-shortage-delays-valves-steam-machine-desktop-and-steam-frame-headset/

Valve’s Steam Machine has been delayed, and the RAM crisis will impact pricing
byu/motang inDailyTechNewsShow


https://www.npr.org/2026/02/04/nx-s1-5701409/tiktok-censorship-report-epstein
https://apnews.com/article/sony-japan-entertainment-electronics-games-bf50d6b6265248f4cfbb2a9737b7ab07
https://www.engadget.com/gaming/playstation/sonys-holiday-ps5-sales-dropped-16-percent-compared-to-last-year-130000476.html
https://www.bleepingcomputer.com/news/security/newsletter-platform-substack-notifies-users-of-data-breach/
https://www.tomsguide.com/computing/nvidia-wont-release-new-gaming-gpu-for-first-year-in-three-decades-due-to-ram-shortage-and-its-also-slashing-rtx-50-production
https://www.cnbc.com/2026/02/05/open-ai-frontier-enterprise-customers.html
https://www.bloomberg.com/news/articles/2026-02-05/kyiv-says-russian-military-has-lost-access-to-musk-s-starlink
https://www.engadget.com/science/space/a-potential-starlink-competitor-just-got-fcc-clearance-to-launch-4000-satellites-143905076.html
https://www.wsj.com/business/media/spotify-a-major-audiobook-provider-will-soon-offer-physical-books-b483fc90
https://www.engadget.com/gaming/overwatch-will-drop-the-2-as-jetpack-cat-and-four-other-heroes-arrive-on-february-10-184500327.html
https://deadline.com/2026/02/snap-users-dip-profits-rise-1236709485/
https://www.bloomberg.com/news/articles/2026-02-05/tsmc-plans-major-upgrade-of-japan-chip-plant-in-win-for-takaichi

Galaxy S26 series will ‘100%’ not have Qi2 magnets built-in, leak reveals

Google’s subscriptions rise in Q4 as YouTube pulls $60B in yearly revenue

Meet Gizmo: A TikTok for interactive, vibe-coded mini apps

Google announces Pixel 10a with completely flat camera, pre-order Feb 18

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