Episodes

May 1, 2024

Wed. 05/01 – An Elon Catchup

Binance founder CZ looks like he’s heading to jail too, but for way less time than SBF. Is the Rabbit R1 just a fancy device for a glorified Android app? Has OpenAI floated a secret pre-release of GPT5? And finally, so much …
April 30, 2024

Tue. 04/30 – Underbaked Hardware Releases

The FCC has fined all the major telecom companies. You’ll never guess why. Why the DMA actions from the EU might be a constant thing. Devs, how about an AI-powered IDE? You’ll never guess why Peacock thinks it can raise pric…
April 29, 2024

Mon. 04/29 – AI Strategies

Apple continues discussions with folks to partner for AI product. Will the upcoming iPad event kick off Apple’s AI strategy? Why does spending on AI seem to work for Google and Microsoft but not for Meta? Why were a bunch of…
April 26, 2024

Fri. 04/26 – Net Neutrality Is Back

Net Neutrality has been voted back into existence. Earnings from Microsoft and Google, but it’s the YouTube numbers that continue to impress me. ByteDance claims it would rather be banned than sell US TikTok. The Onion finds…
April 25, 2024

Thu. 04/25 – Zuck Is Disappointing Wall Street Again

Meta’s earnings were fine, but it’s what Zuck warned about spending that has Wall Street nervous. Sub 2nm chips are on their way. An AI startup has a big new raise after its big raise just a month ago. Google Meet lets you j…
April 24, 2024

Wed. 04/24 – What Now For TikTok?

The TikTok divestment bill has probably already been signed into law. What happens now? What are the legal arguments that this thing can stick? What about things like, you know, the First Amendment? Also, ads in Windows? Tim…
April 23, 2024

Tue. 04/23 – Microsoft’s Own LLMs and Perplexity’s Big Raise

Microsoft has launched new lightweight AI models. Perplexity has a big new raise. Meta wants other people to build Quest headsets. Another reason Apple needs to find new revenue. And if Congress really is going to ban TikTok…
April 22, 2024

Mon. 04/22 – TikTok Back On The Chopping Block?

I know we’ve said this before, but TikTok really seems on the brink this time. What the heck is going on with Tesla? Tinder wants you to share your date. Streamers want you to stop dating around and playing the field. An ope…
April 19, 2024

Fri. 04/19 – All The News About Llama 3

Meta released Llama 3 yesterday, and some of the moves they made have made be consider if Zuck could win these first AI wars. Is Zuck also getting aggressive in VR? Why Apple had to take down the WhatsApp and Threads apps in…
April 18, 2024

Thu. 04/18 – Game Emulators On iOS And The Atlas Robot Lives!

Google has fired 28 employees for political protests yesterday. A well-known coding school has been fined by the CFPB. Game emulators come to the iPhone. TikTok’s Instagram clone is rolling out. Has Sony perfecting Mini LED …
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.