Episodes

Nov. 7, 2024

Thu. 11/07 – More Election Stuff

More in depth analysis of what the Trump victory might mean for Silicon Valley, and Elon Musk’s companies in particular. Canadian regulators going after TikTok. Australia wants to make sure no one uses social media until the…
Nov. 6, 2024

Wed. 11/06 – The Tech Angle To Election Day

The tech angle to the election news yesterday, and interestingly a lot of it is crypto related. The EU Commission looks like it will fine Apple and has opened a case against Corning? Perplexity is raising another massive new…
Nov. 5, 2024

Tue 11/05 – Apple: Maybe Smartglasses Are The Way To Go

Big hacking arrest in Canada. More evidence Apple is thinking: “You know, maybe smartglasses are the way to go…” More signs OpenAI is focusing on hardware. More signs they’re about to go for-profit. And what it’s actually li…
Nov. 4, 2024

Mon. 11/04 – Apple Buying And Investing In Things

Apple is investing more in Satellite technology, and also acquires Pixelmator. What does this all mean for them? Is the high end Vision Pro getting abandoned? What does it mean that Google Cloud is now growing faster than AW…
Nov. 1, 2024

Fri. 11/01 – ChatGPT Search

OpenAI officially gets into the search game. Earnings from Apple and Amazon. Why Google is switching up how it does Android. And in the longreads, Meta to win AI even if doesn’t produce AGI, and how downsizing is helping gam…
Oct. 31, 2024

Thu. 10/31 – Spooky… I Mean, Earnings Season

We’ve got that day where all the tech earnings have come at once, but this time I’m gonna mention Uber too cause did you know they’re making bank these days? China says that two can play the sanctioning technology game. A ni…
Oct. 30, 2024

Wed. 10/30 – M4 MacBook Pros

The Apple release week continues with new MacBook pros. GitHub goes multi-model. Alphabet earnings were good, but Reddit earnings were massive. Why Samsung is having such a hard time since the summer. And a summary of the co…
Oct. 29, 2024

Tue. 10/29 – A Whole Bunch Of New Macs

A whole bunch of new Macs plus the first dribbles of Apple Intelligence. Apple is taking a big step in weening itself off of China reliance for manufacturing. Microsoft accuses Google of astroturfing. And potentially the ret…
Oct. 28, 2024

Mon. 10/28 – Betting On The Election

As Robinhood rolls out smart contract derivatives around the election, a look at how smart markets have seemed to have their mainstream breakthrough this year. TikTok now has a Fediverse, open-source competitor. AI now has a…
Oct. 25, 2024

Fri. 10/25 – GPT-5 Coming By December?

The Verge says we could get GPT-5 by December, but it might be called Orion. The biggest health care data breach in US history. Turns out Americans can actually produce high yield, quality silicon. Or, at least, Arizonans ca…
Oct. 24, 2024

Thu. 10/24 – Surge Pricing In The Grocery Store?

Raspberry PI does AI now too. Apple is cutting iPhone production orders. Microsoft says China, Russia and Iran are still doing the dirt as the election nears. What if Foxconn got into the business of manufacturing cars? And …
Oct. 23, 2024

Wed. 10/23 – Strong ARM Tactics

A huge dispute in the semiconductor space has gone nuclear with implications that are crazy. Anthropic’s new AI app can control your computer for you. Runway’s new model lets you do your own motion capture. And farewell to F…
Oct. 22, 2024

Tue. 10/22 – The Next Gen Snapdragon

Qualcomm has unveiled its big, next gen Snapdragon SoC which will someday be in all the phones. Except iPhones, of course. Is Netflix pulling back on its gaming strategy? Why a new marketplace from Epic might actually point …
Oct. 21, 2024

Mon. 10/21 – Google Get’s A Stay

Google’s strategy of keeping it in the courts is already going to plan. New AI agents from Microsoft. New Open Source models from IBM. Perplexity is looking to raise again. How far behind Apple thinks it is in AI. And what i…
Oct. 19, 2024

(Bonus) Goldeneye 007 With - John Gruber

Did Nintendo try to kill GoldenEye 007 before it was completed? Why did Shigeru Miyamoto keep telling the development team to tone down the violence. And why did the famous multiplayer aspect of the game almost didn’t happen…
Oct. 18, 2024

Fri. 10/18 – Netflix Wins

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Oct. 17, 2024

Thu. 10/17 – Sigh Of Relief From Chip Stocks

Now Amazon is building some modular nuclear reactors. TSMC’s results cheer up the chips industry. Uber but for buying plane tickets. No, I mean, really, use Uber to buy plane tickets. And the controversial reason Meta is rep…
Oct. 16, 2024

Wed. 10/16 – Color Kindles

Kindles come roaring back, with significant updates to the Paperwhite and the Scribe, but also, for the first time ever, a Kindle with a color screen. Why has ASML suddenly plunged so much if chips are so hot right now? Andr…
Oct. 15, 2024

Tue. 10/15 – Tech Going Nuclear

The Nuclear Energy sector is clearly getting back in business, thanks to big tech and their AI needs. The latest back and forth in the Wordpress brouhaha. The US is considering caps on the chips Nvidia can deliver to a bunch…
Oct. 14, 2024

Mon. 10/14 – Adobe Unleashes Firefly

Adobe unleashes its Firefly AI video model broadly. Mark Gurman lays out Apple’s headset strategy going forward. What’s been going on with the Internet Archive. What the heck IS going on with WordPress? VC deals are dropping…
Oct. 12, 2024

(Bonus) The Rise And Fall Of Blockbuster Video

Why was Blockbuster so successful? Was it the DVD that killed Blockbuster? What was the deal with late fees? Is there any way Blockbuster, not Netflix, could have won out in the end? Special guest: Venture Capitalist and Wr…
Oct. 11, 2024

Fri. 10/11 - Cybercab

All the headlines from Tesla’s robotaxi event. AMD unveils the chip it wants to use to go toe to toe with Nvidia. Are people actually making money building GPTs or not so much? And in the longreads, rebuilding Notre Dame as …
Oct. 10, 2024

Thu. 10/10 – OpenAI Won’t Be Profitable Until When?

Apple TV+ finally comes to Prime Video Channels. OpenAI says they’ve been disrupting AI election influence campaigns. But they won’t be profitable until when? How Google plans to beat the regulation rap. And a review of basi…
Oct. 9, 2024

Wed. 10/09 – Big Podcast Announcement

The government says it does, in fact, want to break up Google. The Nobel Prize sure does love AI this year. Could Substack win by becoming the default way for creators to monetize? And listen to the end of the show today for…