Episodes

April 17, 2024

Wed. 04/17 – Copilots Or The Biggest Model Wins? The Competing AI Visions.

T-Mobile and Verizon employees are being offered bribes for SIM swaps. How much coding copilots have taken over. How much would you value Mistral or Cohere in the LLM race? How popular has Airchat gotten? How big has Amazon …
April 16, 2024

Tue. 04/16 – What Should An AI Wearable Be: AI Pin Or Limitless Pendant?

Microsoft continues to spread its AI bets. Disney wants to bring back tv channels. YouTube is not gonna let you block ads. What did Humane get wrong with the AI Pin? And can Limitless do any better with its AI Pendant?
April 15, 2024

Mon. 04/15 – Onshoring And Halving

Really looks like high-end re-shoring of chip tech is happening, and happening soon. What if satellite telephony becomes a table-stakes smartphone feature? Get ready for the bitcoin halving. Does anyone have invites to Airch…
April 15, 2024

Mon. 04/15 – Onshoring And Halving.

Really looks like high-end re-shoring of chip tech is happening, and happening soon. What if satellite telephony becomes a table-stakes smartphone feature? Get ready for the bitcoin halving. Does anyone have invites to Airch…
April 12, 2024

Fri. 04/12 – OpenAI Is The Biggest Drama Startup Since Twitter

Now a big business intelligence company has been breached. Do you get the sense that people are laying the groundwork for something? Google discontinues a product, but this time, its probably our fault. M4 chips are coming f…
April 11, 2024

Thu. 04/11 – Humane AI Pin Reviews

Apple is notifying people their iPhones may have been compromised. Spotify wants you to mix up your music. Adobe is paying handsomely for videos. And the biggest new gadget review event in a long time.
April 10, 2024

Wed. 04/10 – A Bunch Of Datapoints

More AI announces from Google. More hints on how Apple will bring AI to iPhones. And a bunch of interesting datapoints: how much Apple has moved away from manufacturing in China, how much money TikTok’s parent company is mak…
April 9, 2024

Tue. 04/09 – Google’s New AI Chips

Google has a ton of AI announces, including new Arm-based AI chips, utilizing Google search in Gemini, and more. They also released their own Find My network. Microsoft is confident they can release chips that can best Apple…
April 8, 2024

(Bonus) David Marcus And Lightspark

David Marcus comes on the pod to discuss what he's been working on since leaving Meta. Specificially: Lightspark, and efforts to expand the Lighting Network and bitcoin.
April 5, 2024

Fri. 04/05 – Apple Layoffs!

Apple joins the tech layoff club. Microsoft warns China is planning to disrupt elections using AI. Disney+ is joining Netflix in cracking down on password sharing. How much is the going rate to buy pictures or videos to trai…
April 4, 2024

Thu. 04/04 – How About A TRUE iRobot?

Is Apple pivoting to home robotics now that the Apple Car project is dead? Is Google about to pivot to subscription based search? Why is X handing back blue checkmarks whether people want them or not? Why Amazon merchants ar…
April 3, 2024

Wed. 04/03 – Quantum Computing Breakthrough?

Have we just had a major breakthrough in Quantum Computing? The earthquake in Taiwan might lead to some chip issues. We don’t quite know yet. Amazon is retooling it’s Just Walk Out technology. Venture capitalists are having …
April 2, 2024

Tue. 04/02 – Amazon To Enter The AI Group Chat

Big trove of AT&T customer data dumped online. Microsoft is unbundling Teams. Amazon is readying its own big LLM. We should probably assume Section 230 does not cover AI. And what do you name an AI supercomputer? Stargate, a…
April 1, 2024

(Bonus) Nat Friedman Interview

What prolific AI investor Nat Friedman expects from GPT-5, Microsoft's general strategy in AI, how he invests in startups, and his background an philosophy when it comes to investing.
March 29, 2024

Fri. 03/29 – SBF To The Hoosegow

SBF gets 25 years. X is maybe about to NSFW. Apple’s new OLED iPads should be coming in May. I can’t cram another acronym in here to tell you about Apple suing an employee for leaking. And, of course, the WLS… Weekend Longre…
March 28, 2024

Thu. 03/28 – Claude 3 Opus Surpasses GPT-4 For The First Time

There’s a new king of the AI hill as Anthropic bests OpenAI for the first time. Amazon invests more in Anthropic and is investing a TON more in datacenters. Is that GPT sort of App Store not exactly catching fire? A big acqu…
March 27, 2024

Wed. 03/27 – Hulu Comes To Disney+; WWDC Gets A Date

Disney launches Hulu on Disney+. Apple schedules WWDC. Some Apple users report being victims of MFA bombing attacks. What it will mean to be certified as an AI PC. And more crazy data on the hunt for talent in the AI Wars.
March 26, 2024

Tue. 03/26 – Musical Chairs As Microsoft Reorganizes Itself Around AI

Executive shuffling indicates that Microsoft is serious about reorganizing itself around AI. The US and UK move against those alleged Chinese infrastructure hackers. OpenAI seems to be courting Hollywood for its Sora tool. A…
March 25, 2024

Mon. 03/25 – The Wheels Of DMA Justice Move Fast

They said this law would be one that was capable of moving fast. The EU has already opened formal DMA investigations into Apple and Google. Stability AI seems to be circling the Deadpool. Checking in on the health of X. Grea…
March 22, 2024

Fri. 03/22 – Apple Antitrust Suit Fallout

Everyone is analyzing the DOJ’s case against Apple. An unpatchable vulnerability in Apple Silicon has been uncovered. Threads joins the Fediverse. How that whole Microsoft hiring the Inflection AI team actually maths out. An…
March 21, 2024

Thu. 03/21 – The DOJ Sues Apple

The DOJ opened a lawsuit against Apple. Reddit’s IPO should be happening today. An Epic Games Store on iOS should be coming later this year. Carvana is a Covid-times high-flier that has actually recovered. And Neuralink’s fi…
March 20, 2024

Wed. 03/20 – Microsoft Hires DeepMind Co-Founder And Rocks The AI Community

Microsoft hiring DeepMind co-founder Mustafa Suleyman to run their new AI division might sound like boring c-suite musical chairs, but it’s actually super interesting. Intel gets the first huge check from the CHIPS Act. Star…
March 19, 2024

Tue. 03/19 – Nvidia Developer Event

Nvidia announced… well, a ton of things. Two new AI tools show that video is having an AI moment. An update on how TikTok is faring in the Senate. And an interesting raise from a startup that wants to become a major new plat…
March 18, 2024

Mon. 03/18 – Apple To Partner With Google For AI On iOS?

I did NOT have on my bingo card Apple turning to Google to power its first big foray into modern AI on its hardware. Even while a new Apple AI model might be pointing to breakthroughs in AI reasoning. One of the biggest e-sp…