Episodes

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.
Oct. 27, 2023

Fri. 10/27 – SBF Takes The Stand

Amazon wraps up tech earnings week. Microsoft raises the alarm about a really sophisticate new hacking group. SBF actually takes the stand. OpenAI sets up a system to keep their AI from, you know, blowing up the world. And, …
Oct. 26, 2023

Thu. 10/26 – A Complete AirPods Revamp

Meta earnings from yesterday. Apple seems to be planning a complete revamp of the AirPods lineup. Spotify plans major changes to how it does royalties. X rolls out video and audio calls. And a look at how those new gesture c…
Oct. 25, 2023

Wed. 10/25 – Boo! Tech Earnings Snuck Up On Us!

Meta got sued by most the States. California has forced Cruise to stop its autonomous vehicle testing. Will earbuds be key in any AI future? Tech earnings season snuck up on me at least. And is Sam Bankman Fried going to hav…
Oct. 24, 2023

Tue. 10/24 – Nvidia Is Gunning For Intel

Nvidia wants to get into the ARM CPU game. Somebody is taking a run at some high value targets via Okta. A new version of maybe the most advanced smart glasses out there. Are you seeing ads when you press pause on streaming?…
Oct. 23, 2023

Mon. 10/23 – Apple Caught Flat-Footed By Generative AI?

Mark Gurman suggests Apple is scrambling to go all in on Generative AI. Also, will there be a mini Mac event by the end of this month? Okta had a breach. Worldcoin is dogfooding its own token. Would you let your family pick …
Oct. 21, 2023

(Bonus) The Language AI Experiment

Remember, the order of the languages is Spanish, Arabic, Hindi, Chinese and German.
Oct. 20, 2023

Fri. 10/20 – Net Neutrality Is Probably Coming Back

More on the crypto/terrorism allegations. The FCC is freeing up spectrum for use by AR and VR devices. They’re also laying the groundwork to bring net neutrality back. AMD’s latest chips designed to rival Nvidia. And, of cou…
Oct. 19, 2023

Thu. 10/19 – A Setback For OpenAI?

Is crypto being used for terrorism in the current war? Netflix has good earnings and raises prices. Again. Again I ask why tech layoffs have returned. What does it mean if OpenAI had to completely scrap a new AI model? And i…
Oct. 18, 2023

Wed. 10/18 – For Elon, The War On Bots Never Ends

Elon has a fresh idea for fighting bots and maybe making some money. The IRS is finally moving ahead of cheap online tax filing. What are the odds Netflix can muscle its way into the gaming industry. And should I release thi…
Oct. 17, 2023

Tue. 10/17 – Is LinkedIn… Good Now?

A new “affordable” Apple Pencil. Several “fog of war” stories surrounding major tech players. Why are tech layoffs suddenly back? Are Meta’s Ray-Ban glasses good? And is LinkedIn actually the social network you should be inv…
Oct. 17, 2023

Mon. 10/16 – Nikola Tesla’s Dream Now A Reality

Mark Gurman already has details on a cheaper Vision Pro. Minecraft passes 300 million units sold. Why prompt injection is THE security issue of the AI era. And what if Nikola Tesla’s dream of sending electrical energy over d…
Oct. 16, 2023

Mon. 10/16 – Nikola Tesla’s Dream Now A Reality?

Mark Gurman already has details on a cheaper Vision Pro. Minecraft passes 300 million units sold. Why prompt injection is THE security issue of the AI era. And what if Nikola Tesla’s dream of sending electrical energy over d…