Episodes

Nov. 23, 2023

(IHP) How The Dotcom Bubble Happened

From the Internet History Podcast, the background, root causes and rough outline of the dotcom bubble. How it happened, why it happened... and why it's unlikely to happen again anytime soon.
Nov. 22, 2023

(Portfolio Profile) SF Compute

Find out more at SFCompute.com. But also, to cut the line and get your hands on some time with some chips, email: ridehome@sfcompute.com
Nov. 21, 2023

Tue. 11/21 – The Sam Altman Thing Is Nowhere Near Resolved

The Sam Altman thing is nowhere near resolved, and what does that mean, especially for Microsoft? Elon sues Media Matters. And if your YouTube videos have been behaving strangely of late, I think I can tell you why.
Nov. 20, 2023

Mon. 11/20 – Where We Are With The Sam Altman Drama

There’s really only one story today, the whole, Sam Altman got fired by OpenAI’s board but then they tried to get him back, but then Microsoft hired him, and now OpenAI employees are threatening to quit en masse, story. But …
Nov. 19, 2023

(Portfolio Profile) Freeplay

Find out more at Freeplay.ai. And find out more about the Ride Home Fund here.
Nov. 18, 2023

(Bonus) Me On The "Securities" Podcast Talking AI And Regulatory Capture

Links: "Securities" newsletter "Securities" podcast Danny's twitter
Nov. 17, 2023

Fri. 11/17 – Apple Adopts RCS

Surprising almost everyone, Apple is adopting the Google-led RCS messaging standard. IBM suspends its advertising on X. Amazon is selling new cars on Amazon.com. A rebirth of Quibi? The surprising biggest mobile game of the …
Nov. 16, 2023

Thu. 11/16 – Microsoft’s Ignite Conference

All of the big announcements from Microsoft’s development conference yesterday, including the debut of their own AI chips. YouTube is bringing AI to Shorts. Threads is kinda doing hashtags, though Chris Messina has thoughts.…
Nov. 15, 2023

Wed. 11/15 – Bridging The Great Blue Bubble Divide

Nothing has come up with the first large scale way to send iMessages even if you’re on Android. Those new OpenAI products are so popular, they’re actually pausing your ability to use them. DeepMind has a model that can predi…
Nov. 14, 2023

Tue. 11/14 – Google Pays Apple HOW Much?

Two different trials reveal some details of Google’s various deals with various platforms that they probably wish didn’t become public. Why aren’t the Fed’s arresting those casino hackers? Two interesting new initiatives fro…
Nov. 13, 2023

Mon. 11/13 – Can OpenAI Outrun Everybody?

penAI is probably going to raise a ton more money to attempt to stay at the top of the AI heap. You might get your money back if you get scammed on Zelle all of the sudden. Would you trust ex-FTX executives to launch a new c…
Nov. 13, 2023

(Portfolio Profile) Automated Data (Corrected)

Our first Ride Home AI Fund Portfolio Profile Episode: Automated Data
Nov. 11, 2023

(Portfolio Profile) Automated Data

Our first Ride Home AI Fund Portfolio Profile Episode: Automated Data
Nov. 10, 2023

Fri. 11/10 – The Humane Ai Pin Is The Star Trek Combadge

More details on that whole Humane Ai Pin device cause whatever you think about it, it’s the first radically new take on computing that we’ve seen since the smartphone. The first company to do carbon capture in the US is oper…
Nov. 9, 2023

Thu. 11/09 – The First AI Wearable

We’re getting our first look at the first ever AI hardware product from Humane today. Once Disney swallows Hulu it’s going to create one app to stream them all. Samsung joins the AI race. The Esports world continues to blow …
Nov. 8, 2023

Wed. 11/08 – The First AI Election

Big tech platforms are preparing for the first big election of the AI era. Why even Microsoft is so desperate to get its hands on AI chips. Some incredibly bearish signs from crypto. But could we actually see a crypto IPO ha…
Nov. 7, 2023

Tue. 11/07 – An App Store, But For GPTs

OpenAI wants to open an App Store where everyone can build their own GPTs. There’s also a new GPT-4 that has gotten significantly cheaper. Did Cruise know its cars were underperforming even before the DMV shut them down? WeW…
Nov. 6, 2023

Mon. 11/06 – Elon “Groks” AI

Elon releases his AI model. The Chinese AI startup that has hit unicorn status in just 8 months by going the open source route. The reviews of the new Mac with M3 chips are out, and they’re generally good. But if you’ve been…
Nov. 3, 2023

Fri. 11/03 – SBF Guilty

Sam Bankman Fried has been found guilty. The FTC alleges Jeff Bezos ordered Amazon to boost junk ads. Elon Musk says Starlink is almost profitable. He also says he’s about to release his own AI model. And in the Weekend Long…
Nov. 2, 2023

Thu. 11/02 – Silicon Mesa?

Looks like Disney is finally going to swallow Hulu. One more time we’re going to look at the AI regulation debate, this time noting that governments are regulating tech ahead of time for the first time in a while. You might …
Nov. 1, 2023

Wed. 11/01 – WeWork To The Deadpool?

LinkedIn has an AI job coach for you. Netflix’s ad tier is doing well. But is it doing well enough. You might have thought this already happened, but WeWork seems to be seriously circling the deadpool. A potentially big brea…
Oct. 31, 2023

Tue. 10/31 – The New M3 Chips And Macs

All the headlines for last night’s Apple event, including interesting details about the new M3 chips. One year on from Elon purchasing it, what is X worth now? Is Nvidia gonna have to cancel all those chip orders from China?…
Oct. 30, 2023

Mon. 10/30 – AI Guardrails

Governments around the world announce guardrails for AI… or, at least, suggest some. OpenAI takes steps to keep you from going to plugins. Meta seems serious about offering a subscription option to Europeans. Your earbuds ar…
Oct. 28, 2023

(Bonus) Did Tech Recover This Year? With Big Technology

We started this year with layoffs and the whole "Tech Recession" narrative. So, as we wind up the year, did tech recover this year, and if so, how? Also, self-driving cars and speculation on Monday's Apple event.