Episodes

Aug. 2, 2024

Fri. 08/02 – Intel Is Bailing Water

So, tech earnings continued to be boring. Apple was fine. Amazon was not quite so fine. And then someone we don’t cover closely really messed the bed. I’ll tell you who. Are we starting to see the first next-generation AI st…
Aug. 1, 2024

Thu. 08/01 – Now Meta’s AI Spending Is Fine?

So I guess Zuck has convinced Wall Street that all the capex spending on AI is fine. How good a business is Tether? A gooooood business. The first arrival of Apple Intelligence is sort of a ho-hum for now. And how sports is …
July 31, 2024

Wed. 07/31 – CapCut Ascendant

Another big pullback of a major AI tool. Microsoft earnings. How CapCut is taking over the creator tools space. Amazon speedy delivery is rolling out to the nooks and crannies of North America. And the startup taking a new r…
July 30, 2024

Tue. 07/30 – A (Mostly) AI Day

Perplexity wants to share ad revenue with publishers. But lots of AI companies are continuing to gamble with scraping. Meta’s new Segment Anything 2 model. AI influencers on Instagram. Canva makes an AI acquisition. And in n…
July 29, 2024

Mon. 07/29 – Big Tech IPO From… Honeywell?

Apple Intelligence might be coming sooner than we dared hope. Might want to check your settings on X. The universe of alt coins is back. A big tech IPO coming from an unexpected source. And is that Galaxy Ring a thing or no?
July 26, 2024

Fri. 07/26 – SearchGPT

OpenAI takes on Google search directly. Another Hollywood style with the same underlying causes. We know absolutely everything about the new Pixel 9 series already. Is WhatsApp finally catching on in the US? And, of course, …
July 25, 2024

Thu. 07/25 – Reddit’s Throwing Elbows Again

Once again, Reddit looks like it’s not worried about upsetting people. New generative search on Bing, new models from Mistral and a new video model from Stability. But did Runway train it’s video models on YouTube videos? We…
July 24, 2024

Wed. 07/24 – Llama 3.1 Bests The “Frontier Models”?

Meta’s Llama 3.1 shows that open models can at least go toe to toe with proprietary AI models. Why did the Google-Wiz deal fall apart? Was the CrowdStrike outage a part of it? Kamala Harris, AI czar? And what do the reviews …
July 23, 2024

Tue. 07/23 – Wiz Turns Down The Money

I try to get my head around the whole Google and third-party cookies thing. Wiz turns down Google’s big money acquisition offer. Spot ether ETFs can begin trading. And why weather prediction might be the first big scientific…
July 22, 2024

Mon. 07/22 – The Big Outage Weekend

Wait, did any news happen this weekend? IT people don’t know about it cause they’re still digging out from the CrowdStrike thing. But why is everybody pointing fingers at Microsoft? Samsung jumps on the Google Messages bandw…
July 19, 2024

Fri. 07/19 – The Big CrowdStrike Outage Explained

The big tech outage caused by a single software update that even my mom is texting me about. The new mini AI models are bring prices down as we hoped. How Netflix completely righted its ship. And, of course, the weekend long…
July 18, 2024

Thu. 07/18 – Crypto Exchange Hacks Are Back

It looks like crypto exchange hacks are back. And so are the North Koreans, I guess. Are the Meta Ray-Bans selling so well Zuck might invest in the Ray-Ban maker? The continuing trend of tech companies withholding products f…
July 17, 2024

Wed. 07/17 – Sorry, More Politics…

Sorry, we gotta do more politics. Can’t avoid it cause now Trump likes TikTok and seemingly hates Mark Zuckerberg. Mistrals two new models. A big Pixel phone leak. And the interesting new “sketch to image” AI tool on the new…
July 16, 2024

Tue. 07/16 – A VC VP Pick

JD Vance becomes the first Tech industry player, and especially Venture Capitalist, to ever be on a major presidential ticket. It’s never been easier for the cops to break into your phone. Why are the major record labels sui…
July 15, 2024

Mon. 07/15 – Google To Make Its Biggest Acquisition Ever?

The biggest tech exit in years might be in the offing as Alphabet eyes scooping up Wiz. The weird story of that huge AT&T hack. A new ARM-powered CoPilot+ PC is maybe the most powerful yet. And is India the reason Apple’s st…
July 12, 2024

(First Ones) Josh Wolfe Of Lux Capital

More about Josh Wolfe and Lux Capital here.
July 11, 2024

Thu. 07/11 – Samsung’s Foldable Event

All the headlines from what was largely a foldable phone event from Samsung yesterday. Apple has settled with the EU. More numbers on Apple Vision Pro sales. Why the sparkle emoji is the defacto symbol of AI. And, of course,…
July 10, 2024

Wed. 07/10 – Why Everyone Is Fleeing OpenAI’s Board

Suddenly nobody wants to be on OpenAI’s board, even as observers. I’ll tell you why. More on how AI has thrown everybody’s carbon neutral plans into chaos. A monster raise in the AI and robotics space. And a16z has found a w…
July 9, 2024

Tue. 07/09 – The New Nothing Phone Costs Practically Nothing

The new nothing phone costs almost nothing. I’m not punning. Sam Altman has founded yet another AI startup. Is the hype around AI PCs underdelivering? And two other back the future stories about updating Notepad in Windows, …
July 8, 2024

Mon. 07/08 – Thinner And Bigger Watches

Ok, fine. Give me a thinner watch if it’ll also somehow have a bigger screen. Apple and Epic are just petty, squabbling children at this point. What if AI as it currently exists, is simply too expensive to be profitable? And…
July 5, 2024

(IHP) The Gary Kildall Legend Part 2

This about the man who invented the modern disc operating system (the OS) and the concept of the software platform. That man was Gary Kildall. And the question we examine in this episode is, why is Bill Gates the richest man…
July 4, 2024

(IHP) The Gary Kildall Legend Part 1

This about the man who invented the modern disc operating system (the OS) and the concept of the software platform. That man was Gary Kildall. And the question we examine in this episode is, why is Bill Gates the richest man…
July 3, 2024

Wed. 07/03 – Walking Back AI Products

The deploying and then walking back of AI products and features is becoming something of a routine at this point. Apple is joining OpenAI’s board, kinda-sorta. Meta outlines 3D Gen. Proof that VC funding is coming back, baby…
July 2, 2024

Tue. 07/02 – Single Points Of Failure For Cyberattacks

A recent Evolve Bank and Trust cyberattack might impact a lot of tech customers. Why single points of failure impact cyberattacks. YouTube will soon let you take down videos like you’re a Hollywood studio. And big tech’s pla…