1955 avsnitt • Längd: 20 min • Dagligen
The day’s tech news, every day at 5pm. From Techmeme.com, Silicon Valley’s most-read news source. 15 minutes and you’re up to date.
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Gemini Flash Thinking a model making a serious run at “reasoning.” The FAA has had to ban drones in New Jersey cause of all those weird drone sightings. Self Driving technology continues to prove it is safer. An open source generative physics engine for robots.
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Apple says Meta is getting annoying. You can now call 1800CHATGPT to, you know, talk to ChatGPT. Apple scraps plans for a hardware subscription package. Oura’s big new raise also indicates how well its smart-ring business is going. And has Bengaluru grown to quickly for its own good?
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Is your home internet router about to be banned? The US has a new Chinese tech target. An AI dev kit from Nvidia. Who actually buys the most chips from Nvidia? Hollywood has flip-flopped on the whole theatrical release strategy. And why Instagram is officially king of the hill at Meta.
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On the same day that ByteDance asks the US Supreme Court to intervene, the TikTok CEO meets with Donald Trump. DeepMind’s big new competitor to Sora called Veo 2. The FTC comes down against so called “junk fees.” And on their historic raise, a deep dive look at Databricks, one of the biggest private companies in the world.
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I break down the coming battle of the titans that is going to likely play out in 2025 between Sam Altman and Elon Musk. Mark Gurman says Apple is finally going foldable. Oh, and that Magic Mouse is finally that sin against God charger design. Every country wants a Starlink. And the big legal battle happening this week.
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Brian on The Newsworthy podcast with Erica Mandy. Find out more about the show here.
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Ok, what if AI models are really the new OS for… everything. But also: smartglasses and a Vision Pro competitor. I’ll explain. Could NotebookLM become a fully fledged product? Seemingly the leader in the clubhouse in the race to create the next AI paradigm beyond the transformer model. And, of course, the Weekend Longreads Suggestions.
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More fallout from the whole Cruise wind-down. What it’s like to use some of the new Gemini 2.0 features. Has Apple, quite belatedly, finally done a feature update that provides the Vision Pro with a “killer app?” An Instagram-like app from China I had never heard of. And one singular, eye-popping datapoint from the CHIPS Act.
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GM shocked everybody by shutting down the Cruise robotaxi business. ChatGPT is finally on your iPhone once you update it. Could all Apple watches someday have satellite texting? And then, I guess Google wanted to pre-empt Santa Sam, because they released an absolute slew of AI products today.
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You can now buy a car on Amazon. A new AI unicorn doing something with AI I hadn’t heard about before. New AI enhanced smartglasses. Microsoft says it has a new datacenter design that uses zero water. And if you were able to use Sora yesterday, what was that like?
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OpenAI’s Sora model is here! TikTok is still in trouble. China does more turnabouts is fair play, this time with Nvidia. I Apple, belatedly, getting serious about gaming on the Vision Pro? And did Google just make a huge, historic leap forward in quantum computing?
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Santa Sam has made his first delivery of the promised 12 days of launches from OpenAI. David Sacks is named the AI and Crypto Czar. Samsung’s entire UI is getting a radical overhaul. OpenAI is seemingly about to restructure everything. No more Surface Studios? And, of course, the Weekend Longreads Suggestions.
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Bitcoin crosses the big $100k mark for the first time. We now know who Trump wants to fill the roles Silicon Valley cares about the most. Is Amazon about to become a top tier AI model player? Two new models from Google DeepMind, one of them promises to revolutionize weather prediction. And Waymo says bienvenido a Miami.
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Amid the Salt Typhoon hack, the US government wants you and me to go encrypted. Ubisoft shuts down XDefiant. Spotify Wrapped 2024 has NotebookLM baked right into it. And Google’s text to video AI model has beaten Sora to market, but is Sam Altman about to get all Santa on us?
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The search for a new Intel CEO has begun in earnest, but a change in leadership probably makes a wholesale transformation of the company more likely. China goes tit for tat on banning things. Why ChatGPT can’t say certain names. And how is that shopping with AI agents thing going?
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Pat Gelsinger is out at Intel. So where do they go from here? The first announces from the AWS re:Invent conference. More signs that crypto is in the ascendency. Elon files to block OpenAI from going for profit. Is he the greatest threat to that company? And a new startup taking on Nvidia.
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It is maybe the one moment of tragedy where most 80s kids remember where they were when it happened. Today, RAD! 80s90s History is looking at the Challenger disaster.
Our guest is @fmanjoo
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Did you know that we could have had the answering machine decades before we actually got to buy one? Why the 1980s and 90s was an unusual time for an innovation explosion in communications technology. The history of the whole AT&T/Ma Bell breakup by the government. And how much did YOU beg your parents to get your own phone line in your bedroom?
The guest this episode is the actress Toni Trucks. @tonitrucks
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OpenAI has suspended access to Sora after an activist stunt. Anyone can train AI on your Bluesky posts, but that is by design, in a way. Elon is readying a straight ChatGPT competitor. And, of course, the Weekend Longreads Suggestions.
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Intel does get its money. Threads continues to feel the heat from Bluesky, and responds by… giving people what they want. The new Mate 70 flagship smartphone from Huawei. Is Apple trying to make the iPhone so thin it can’t put a sim card in it? And yes, the whole Drake/Kendrick Lamar beef.
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Is Sony about to get back into the mobile gaming hardware business? Is Bluesky in the dog house with the EU? Nvidia’s new AI model. Is Intel not going to get as much money as it hoped for? And the rise of AI superclusters.
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Brian's appearance on Daily Detroit talking about creating new tech hubs around the country.
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Wait, how long is it going to take Apple to make Siri behave like ChatGPT already does today? Maybe that talk of OpenAI buying the Chrome browser isn’t completely far fetched after all. Is Threads feeling the heat from Bluesky? Do I want to wear a watch on my finger? And, of course, the Weekend Longreads Suggestions.
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The DOJ has filed its “remedy” for Google but what would it mean for end users if their recommendations actually come to pass? Nvidia’s earnings continue to be historic but are they worried about current AI models hitting a wall? How AI might help make quantum computing become reality. And did a major new AI player just release its first product?
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Now authors are being approached about training AI on their books, and some are not pleased. The new Android development cadence is here. More signs crypto is ascendant. More signs that Bluesky has taken off. And a case in point for why governments and militaries are worried about smartphone tracking.
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We have an idea of how the DOJ wants to breakup Google, and it seems to hinge a lot on selling the Chrome web browser. Sony wants the Elden Ring franchise. The outgoing administration is racing to give out Chips Act money. And all the headlines from today’s Microsoft Ignite event.
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We have the nomination for the next FCC chair. More hype around smartglasses. About that Jake Paul/Mike Tyson fight on Netflix. Is YouTube now the king of the podcast ecosystem? And a deeper dive on how AI is giving Wall Street a brand new window into the startup ecosystem.
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We talk to @cara_jacqueline about what its like when your startup dies. How do you know when it's over? What were the lessons she learned from her journey? One of my favorite episodes we've ever done.
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Eighteen states are suing the SEC over crypto regulation. The FTC might be going after Microsoft, but is this well timed or terribly timed? ChatGPT on Windows just got more available. NASA has created an AI Copilot for… Earth. And, of course, the Weekend Longreads Suggestions.
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Buckle up cause it’s going to be a regulation heavy day. Meta is served up its first big EU fine. The FBI is investigating Polymarket? The CFPB might require regular inspections of Google? A new AI agent from OpenAI in about a month? And forget the streaming wars, are we entering the age of the puzzle wars?
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The guessing game on who the new tech regulators will be for the new administration. What is Amazon Haul? Why has Bluesky suddenly seen a flurry of activity? More on Apple’s smarthome ambitions. And more on why AI seems to be hitting a wall lately? Here’s what you missed today in the world of Tech.
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Looks like Apple wants to get serious about smarthome tech. The EU gets Meta to change, but has another requested change from Apple. Signal has some new features. Netflix’s ad-tier continues to win. And a deeper dive into how AI can leap this scaling wall it seems to have run into. Here’s what you missed today in the world of tech.
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FTX is suing basically anybody you can think of. Why will your iPhone now reboot itself if you don’t log into it for several days? Is OpenAI’s next flagship model underperforming what they were expecting? And I’ve found the one company most disrupted by AI. At least, so far.
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Middle Mile is the next evolution of the gig economy. Make use of your spare garage/basement space to provide fullfillment for ecommerce brands. More here: GetMiddleMile.com
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Some interesting moves over at Block. Share to TikTok could be something major for the music industry. Amazon’s offer to invest again in Anthropic comes with some interesting strings attached. More signs that the smartglasses category is coming now. And, of course, the Weekend Longreads Suggestions.
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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 they’re sixteen. France is “aware” of Polymarket. And the reviews of all the new Macs.
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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 round. And a pretty definitive piece about how drone tech has changed warfare.
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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 like to use GPT Search? Is it a Google killer or no?
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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 AWS? And how Coreweave and other “neocloud” startups are financing their crazy growth in a totally new way. Here’s what you missed today in the world of Tech.
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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 game developers survive the jobspocalypse.
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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 niche little app from Nintendo. And a review of the Starlink Mini, which seems incredibly compelling for a specific type of user.
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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 color Kindle reviews. Here’s what you missed today in the world of Tech.
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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 return of startups buying startups? Here’s what you missed today in the world of Tech.
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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 an opensource definition, or something? And Meta opensourced their own AI podcast making tool. Here’s what you missed today in the world of tech.
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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 can. And, of course, the weekend longreads suggestions. Here’s what you missed today in the world of Tech.
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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 what if surge pricing, but for groceries? New electronic price tags could make that possible.
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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 Foursquare, the OG version at least.
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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 the way to the metaverse. And how are various people trying to get AI to have a better personality?
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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 it’s like to use your AirPods as hearing aids.
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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? It’s slappers only on Rad History, because we’re diving into the history of THE game of the late 1990s, GoldenEye 007.
With Special Guest: John Gruber
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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 reportedly laying off some folks.
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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? Android 15 is beginning to roll out. And Sonos is back to releasing new speakers again.
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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 of countries worldwide. And is Tether getting deeper into the global finance game?
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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 precipitously. And a review of the Meta Quest 3S.
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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 Writer MG Siegler!
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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 period accurately as possible.
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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 basically the highest end smartwatch you can buy.
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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 a big announcement from me.
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Crack… at least for the Google Play store. Two AI scientists have won the Nobel Prize for physics?! Samsung is in a similar boat to Intel, just not quite as severely. And an unfortunate reminder that government mandated back doors are bad doors.
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We finally have a date for Apple Intelligence. Meta has a new text to video AI model. Google could soon drop under 50% in the search ads market. More hope for level three automated driving. And how AI bots could revolutionize online dating.
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Google has updated Lens and is taking a page out of Perplexity’s book. OpenAI’s new canvas workspace. Why an upcoming iPhone SE might have some interesting internals. And, of course, the Weekend Longreads Suggestions.
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OpenAI raised their round, and it basically broke all the records. The whole Wordpress mess has gotten so crazy that WPEngine is suing. Using Ray-Ban Meta Smart Glasses to dox people in real time. And you’ll never guess the reason why you’re about to see more ads on streaming video. Hint: you’ll endure it.
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Catching you up on a bunch of other Microsoft announcements we missed yesterday. Is Nvidia trying to break open the black box of AI? It’s absolutely wild that there’s still no viable YouTube app for the Vision Pro. And we were worried about disruption to the semiconductor industry if a typhoon hit Taiwan, but it turns out, a hurricane hitting North Carolina can be bad too.
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Do we have the first IPO of the AI era? Do we have the first AI model beyond the transformer architecture? Microsoft has a bunch of new AI tools inside Windows. We try to explain that whole controversy around PearAI. And what about that NotebookLM feature that lets you create a two-hander podcast out of any text.
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That controversial AI bill in California has been vetoed by Governor Newsom. Is even Apple now thinking that its Vision Pro strategy might need a rethink? What really is OpenAI’s situation right now, and this time I’m talking money-wise? And the strange resurrection of the point and shoot camera.
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Founder Mode? Not for me, says Sam Altman, but we will see. A few new gadgets from Samsung. Maybe ARM should buy Intel. Are AI startups hitting revenue traction faster than SaaS startups did? And, of course, the Weekend Longreads Suggestions.
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There’s only two stories really. If you can believe it, more executive departures at OpenAI, as it looks like they’re serious about going for profit. And yes, Meta announced a new Quest headset, but the real headlines are the Orion smartglasses, which you can’t actually buy. What? I’ll explain.
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Caroline Ellison benefits from being cooperative. Has your company unknowingly hired remote workers from North Korea? What is going on with this WordPress back and forth? Why OpenAI has to let people look at their training data. And why is everyone upset at Marquess Brownlee?
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Sam Altman has a manifesto. Kinda. Telegram is beginning to walk things back a bit. Cloudflare wants to help you block the AI bots. New streaming device from Roku. And I guess TikTok can’t win at everything.
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Qualcomm as a white knight to save Intel? A huge bitcoin heist gets busted for the usual reasons. What if the US bans imports of all cars from China? And why can’t US car makers keep up when it comes, simply, to software?
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You might want to hold off on updating to macOS 15 Sequoia. What, exactly, is Europe trying to get Apple to do? The AI energy crunch means they’re turning Three Mile Island back on. Could AI usage mean we use up all our 5G capacity? And, of course, the Weekend Longreads Suggestions.
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Looks like they finally got around to suing that Palworld game. Google volunteered to break up some of its businesses but the EU said no. AI is coming to YouTube in a big way. A new social media platform that is ENTIRELY AI. And Amazon wants to get into the Shark Tank business.
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Messages between Android and iOS are about to be encrypted. A new XR headset from HTC and new Spectacles from Snap. A big movie studio has signed up to use AI. Neuralink has implants for blindness. And why I’m kinda NOT gonna do a review roundup of the new iPhones.
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Intel announces a bunch of ways its hoping to turn its business around sooner rather than later. Is OpenAI about to have its chat bots query you? The whole TikTok divestment case is coming to a head right now. And speaking of turn arounds, darn if Netflix didn’t pull ITS turnaround off perfectly. Hollywood, not so much.
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A bunch of Apple stories today. FDA approval for sleep apnea detection for the watch. Signs of poor pre-order sales for the phone. And a quick review of the new Airpods. Also, how did Intel lose out on making the chips for the next gen Playstation. And are dating apps responsible for income inequality?
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The first of the Strawberry models is here. YC plans to have four cohorts a year, but each one is getting smaller. Waymo is already ready to expand to more pretty big markets. And in the long reads, a deep dive look into the options Intel has at this point in time.
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As expected, OpenAI is in talks for a new capital raise at a $150B valuation. More layoffs in Microsoft’s gaming division. More holes poked in our creaking internet infrastructure. The tiny SpaceX competitor who’s stock has been soaring lately. And a look at what Apple’s recent AirPods announcement could do to the hearing aid industry.
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Mistral goes multimodal for the first time. Meta admits to scraping the data of every adult Australian. The details on the new PS5 Pro. Wouldn’t it be wild if, through stablecoins, crypto BECOMES the banking system instead of replacing it. And a weird mystery in AI land.
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Apple loses its longest standing regulatory battle in the EU. Some drips and drabs from yesterday’s iPhone event. Would a phone you can fold three times be more enticing than a phone that folds two times? And are we about to see that new Strawberry AI model from OpenAI by the end of the month?
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All the headlines from today’s iPhone event. It IS interesting the degree to which Elon’s various businesses have potential synergy. The Times digs into the content on Telegram and says, it ain’t pretty. And e-bikes seem to be back. In London, at least, anyway.
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Pavel Durov speaks, and Telegram blinks, both for the first time since the French arrest. Are XR glasses tethered to smartphones the next big product category? What if your smartphone could cure your vision problems? And in the longreads, if Waymo is about to scale, what, exactly, is the business model, long-term?
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The DOJ says it has taken down a big election influence campaign allegedly directed by Russia. The Internet Archive loses a big case. Android 15 is here. And two really interesting new gadgets, one I probably need to buy and one I want to buy but probably won’t.
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SpaceX has agreed to block access to X, in Brazil, on Starlink. Looks like YubiKeys are hackable. Who is the mystery platform looking to expand AI datacenters at an historic scale? And the Catch 22 that Intel is in. They need CHIPS Act money, but can their troubles mean the CHIPS Act money shouldn’t be spent on them?
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We missed a pretty big story this weekend. X getting banned in Brazil. I’ll try to catch you up on all the contours of this. Canva’s raising prices and it’s pissing people off because, I mean, they are REALLY raising prices. And the two pretty big success stories in crypto this year that we haven’t spoken about yet.
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At this point it would be quicker to name the big tech company that’s NOT investing in OpenAI’s latest round. Amazon’s new Alexa service is just going to be Anthropic’s Claude in drag disguise I guess. I’m starting to get really worried about Intel y’all. And, of course, The Weekend Longreads Suggestions.
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Nvidia’s earnings were huge but because they didn’t manage to beat the biggest expectations out there, it’s kind of a miss? Pavel Durov has been formally charged by France. Does TikTok fall outside of Section 230 protection? And it seems like the effort by the car companies to wean themselves off of smartphone tech is… not going great.
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I explain why everyone has been posting strawberries in AI circles. It’s cause of a potential new breakthrough at OpenAI. Cerebras launches the first new AI chip competition to Nvidia. China has reportedly burrowed into US ISPs. And continuing interesting details pouring out of that Pavel Durov situation.
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As more details come out about the arrest of the founder of Telegram, a deeper look at Pavel Durov himself. We have the date of the iPhone event. We have a new record gaming number from Steam. And are Apple’s experiment with big budget Hollywood movies losing them bucket loads of money?
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French authorities have arrested Telegram CEO Pavel Durov. Chinese tech companies are spending like crazy on AI too, btw. What are the smart glasses and VR gear Meta is poised to give us next month? And Nvidia might make you rich, but it still seems like a bear of a place to work at.
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Breaking down the Crowdstrike outage with Overmind.tech
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Microsoft deprecating a feature that it launched back in 1985. There’s a pretty big loophole that is still letting China use H100 chips. The weird saga evolving over at Bolt. And, of course, the Weekend Longreads Suggestions.
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As Mike Lynch’s body is recovered off Sicily, a deeper look at what was a roller coaster of a life. More cross posting for Meta’s apps. We have a date for the re-release of Recall. Interesting executive shuffle at Apple. And more data showing the degree to which free streaming is upending the Streaming Wars.
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AI news has been a bit quiet for a little while now, but the headlines came roaring back today. More evidence Waymo might be having some sort of tipping point. Can we really get 3D without the need to wear glasses? And the the interesting raise startup that is actually, literally, going to the moon, not in a figurative sense.
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New Raspberry Pi 5. Waymo’s rolling out its new self-driving tech. A major developer draws plaudits for going anti-AI. The tragic and odd story of that tech exec who is missing after his yacht sank. And after six months, how is the Apple Vision Pro evolving? What if it kind of isn’t?
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Is X closing up shop in Brazil? Remember how Apple is trying to make their own modems? How’s that going? Why is the online dating sector suddenly struggling? And could the next big advertising platform actually be Walmart?
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The Epic saga has reached a sort of conclusion. Epic saga. See what I did there? That California AI safety bill has been pruned a bit. You can now add you California drivers license to your smartphone wallet. And, of course, the Weekend Longreads Suggestions.
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The new version of Grok will pretty much let you make an AI image of anything or anyone. More rumors of an iPad/robot/smart home hybrid from Apple. Masa Son wanted Intel to spin up a competitor to Nvidia, but Intel reportedly couldn’t hack it. And is Sonos going to just say, heck with it, and re-release their old app that actually worked?
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All the details from yesterday’s pixel event, but especially the AI features that show how far ahead Google is. At least when it comes to putting AI on phones. We have official post quantum computing cryptography standards. And why they’re using iPhones to make offsides calls in soccer this season.
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Patreon is forced to change how it does things because Apple finally came to claim their vig. Have basically all our social security numbers been leaked? Crowdstrike owns its mistakes in person. And even if you build it, the chip factories might not come if nobody shows up to work.
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Hey, want to know the iPhone product road map for the next year or so? I wonder why that’s coming out today? Instagram is copying something it forgot to copy from Snapchat. Celsius wants a ton of bitcoin back from Tether. Flux continues to wow, and is Iran the biggest cyber threat of this election year.
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Apple’s new EU rules still aren’t acceptable to Spotify and Epic. Could we be getting a new, smaller Mac Mini this year? Perplexity AI is showing some real numbers in its effort to unseat Google Search. And, of course, the weekend longreads suggestions.
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TikTok launches Spotlight. Meta’s budget kills a VR studio. Why did everyone think Logitech was going to create a mouse you had to pay a subscription to use? And did you know how big Anime is? I did not.
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Google’s new TV streaming appliance, plus lots of lot of Gemini stuff is coming to Google Home and Nest and such. Elon tries to get advertisers to come back to X by… suing them. That time Intel had a chance to invest in OpenAI. And what new products can Airbnb dream up to make more money?
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Three big stories to catch you up on. A federal judge has ruled Google is an illegal monopoly. The Game Of Thrones style drama at OpenAI is just getting weirder. And what if all those weird acquihires in all but name are actually mercy killings?
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Why is OpenAI sitting on technology that could detect AI cheating? Why is Bitcoin so correlated to the stock market? Why is Elon restarting his lawsuit against OpenAI? Why are the Chinese launching a Starlink competitor? And are the go-go days for music streaming over?
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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 startups? I’ll tell you about an interesting new model. And, of course, the Weekend Longreads Suggestions.
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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 completely transforming the streaming wars battlefield.
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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 run at AI wearable hardware.
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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 non-AI news, Meta makes a huge settlement with Texas.
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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?
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OpenAI takes on Google search directly. Another Hollywood strike 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, the Weekend Longreads Suggestions.
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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 might have a smoking gun. But what if the dream of synthetic data for AI training is a mirage?
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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 of the recent Samsung foldable phones say to us about those Apple foldable phone rumors?
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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 breakthrough of this AI era.
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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 bandwagon. Japan wants AI startups. And what do you do when you need 22 thousand football player avatars real quick? AI of course!
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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 longreads suggestions.
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Interesting Raise Story About San Francisco Compute Co. (Bloomberg)
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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 from Europe. And the state of play in terms of whether or not the cops can get into your phone.
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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 Galaxy phones.
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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 suing Verizon? And why an AI innovation around spreadsheets could be a big deal.
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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 stock has been on the rise lately?
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More about Josh Wolfe and Lux Capital here.
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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, the Weekend Longread Suggestions.
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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 way to get chips into the hands of their AI startups.
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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, and abandoning floppy disks in Japan.
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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 a new social network is sort of back to the future.
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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 in the world, and not Gary Kildall? Could things have turned out differently?
In this episode we use audio from the following documentaries:
and
Special thanks to Justin Schwinghamer for the original score and the voice acting.
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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 in the world, and not Gary Kildall? Could things have turned out differently?
In this episode we use audio from the following documentaries:
and
Special thanks to Justin Schwinghamer for the original score and the voice acting.
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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. And, of course, the Weekend Longreads Suggestions.
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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 playbook for AI acquisitions that the regulators can’t frown at.
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Meta’s turn to be accused of breaching the DMA. Smarter AirPods as part of an AR/VR strategy. Better AI leaderboards. And is the Surface Laptop finally a true MacBook Air killer?
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Find out more about Casemark at Casemark.ai.
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The growing backlash over Perplexity is getting interesting. OpenAI possibly exiting China will be interesting in terms of a massive land grab. AI Al Michaels will deliver personalized Olympics updates for you. And in the Longreads: is the real King of All Media… YouTube?
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Is Uncle Sam about to unload a ton of Bitcoin? AI has helped Google Translate almost double the number of languages it supports. No surprise, but Amazon is gonna take a page out of Temu’s book. Figma’s big redesign. And another way the AI era is rhyming with the DotCom era: the consultants are back.
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The ChatGPT macOS app is now available for everybody. Google drops continuous scroll for search. Waymo drops the waitlist in San Francisco. Are the AI characters on Character.ai somehow… changed? And is there an eInk phone that I might actually have to try out?
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History is rhyming today as AI music startups get the Napster treatment and Microsoft gets dinged for product bundling. Google wants you to build your own AI celebrity. Amazon wants to go at ChatGPT directly. And two hella-interesting and hella-big AI raises.
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Could Apple soon owe Europe a ton of money as they are the first to run afoul of the DMA? Could Meta soon join OpenAI as part of Apple Intelligence. Why food delivery apps are seeing plunging usage in NYC and Seattle. And a big new AI focused bill in California that AI startups are worried about.
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The government has banned Kaspersky antivirus sales in the US. People are losing their minds over Claude 3.5 Sonnet from Anthropic. Soon all devices can pair to your iPhone as easily as AirPods do. And, of course, the Weekend Longreads Suggestions.
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Ilya Sutskever wants to go straight to Safe Superintelligence, do not pass go, but do probably collect hundreds of millions of dollars. Is Perplexity ignoring robots.txt files? Xreal’s hybrid AR glasses play. And how many apps did Apple sherlock at WWDC last week?
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Does Apple pumping the breaks on the Vision Pro indicate problems for the category, or was this always the plan? What if AI means bots do the social media-ing for you? Actual RISC-V PCs coming to market. And a review of the new slate of CoPilot+ PCs that are available now.
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The regulators have come for adobe and their alleged subscription shenanigans. Apple might settle with the EU. But it’s also shutting down its BNPL service. The Threads API is here. Tether is making bank. Uber might be having a breakthrough moment. And back to using Reddit for search.
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Mark Gurman says Apple is going to go all in on making the thinnest and lightest devices in the industry. Though the Apple Watch is probably going to get a bigger screen. McDonalds pumps the breaks on AI in the drive through. And two contradictory anecdotal stories about what happens when AI comes for your job.
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The recall of some Microsoft AI products continues as literally Recall gets delayed. Another deep dive into how Apple’s AI actually works. Dream Machine is an open source AI video generator you can use this weekend. And in the Weekend Longreads Suggestions, the people who have found everyday use cases for the Apple Vision Pro.
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Apple isn’t paying OpenAI anything for their partnership. Guess they’ll make it up on volume. More details on how much money OpenAI IS making. The surprise Galaxy Watch FE. And do you think you’d have the skills to compete in the Excel World Championships?
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Elon Musk has withdrawn his lawsuit against Sam Altman and OpenAI. I guess Wall Street likes Apple’s AI strategy. But why is Microsoft already putting the brakes on some of its AI features? BeReal gets acquired. What does the word “slop” mean when it comes to AI? And what happens when you add modern technology to the humble walkie talkie?
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All of the drips and drabs details from yesterday’s WWDC keynote. Spotify is about to announce a higher tier of membership with some perks. Mistral raises a big new round. The Raspberry Pi IPO is a success. And what if AI could actually make every stoplight in the country more intelligent in real time?
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All the headlines from WWDC. All the AI goodness, even if Apple spent half the time not even mentioning the words Artificial Intelligence. Also, what if the audio quality of cell phones didn’t have to suck? And what if AI could actually make every stoplight in the country more intelligent in real time?
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As we prep for WWDC on Monday, word of a completely new Passwords app from Apple. Also, it’s a day of backlashes. The backlash against Adobe’s terms of service. The backlash against Windows Recall. The new social media app that is riding the backlash against AI. And, of course, the Weekend Longread Suggestions.
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Nvidia hits $3T. US regulators aren’t sleeping on the AI market, including Nvidia itself. Humane tells users of the AI Pin to stop using the charging case “immediately.” Google is gonna store your Maps data on device. And would you take a job at Ikea... but in the Metaverse?
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As I said on that bonus episode with Alex Kantrowitz, the research side of OpenAI isn’t happy, and they’re starting to speak out. More details on AI at WWDC next week. More price hikes in digital media. Palmer Luckey can’t stop; won’t stop. And how CoreWeave became one of the biggest winners of the AI era.
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More headlines from Computex. More layoffs at Microsoft, but why? Instagram is copying YouTube’s unskippable ads. Why Samsung is pre-emptively suing Oura. And Palmer Lucky is personally bankrolling a modern-day Gameboy.
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Computex brings a slew of announcements from AMD and Nvidia, including an AI bot to help you with your gaming. Another price hike from Spotify. Perplexity launches Pages. X is now officially NSFW. And a look at Sam Altman’s investment portfolio.
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OpenAI Teases GPT-5, Musk Raises $6B for xAI, Loneliness in Remote Work Era.
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OpenAI has a new “affordable” version of ChatGPT for universities and schools. They also are planning to get back into robotics in a big way. Behind the scenes, TikTok is forking its algorithm just in case. Why doesn’t Apple just euthanize the Siri brand? And, of course, the Weekend Longreads Suggestions.
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Global authorities take down what they say is the biggest botnet of all time. More big AI deals for big media. More on the delicate dance between OpenAI and Microsoft. Why aren’t there more smartwatches for tweens? And the AR laptop that might give the Apple Vision Pro a run for its money.
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A big leak at Google might be the tech equivalent of the secret formula for Coca-Cola being revealed for the first time. The ex-OpenAI board members are starting to explain why they tried to fire Sam Altman. Did the Biden administration pass on TikTok’s concessions to avoid a ban? And remember delivery apps? How they doin’ these days?
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We have a rough timeline of when we can expect GPT5 and it looks like it won’t be this summer. xAI has a big raise. Another in-depth look at Apple’s AI strategy. The surprising old school companies getting boosted by the AI boom. And more data on how popular ad-supported streaming is becoming.
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Out of nowhere, the SEC has approved spot ETFs for ether. Spotify is killing its Car Thing. Google’s AI Overview is giving crazy answers all over the place. But Meta already wants to charge more for their AI bots. And, of course, the Weekend Longreads Suggestions.
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Nvidia’s earnings are still historic, but what could upset their apple cart? A few things, actually. I think we know the truth or at least the timeline of JohanssonGate. Big new media deal for OpenAI. Likes are going private on X. And would you clone your voice to answer the phone on your behalf?
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All the AI announcements from Microsoft Build. I know it’s only been a minute, but is Humane already circling the Deadpool? They’re supposedly shopping themselves, but at a valuation that seems… shall we say, on brand for them? Don’t forget Alexa needs an AI upgrade. And the efforts to peek inside the black box that is the Large Language Model.
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There are only 2 stories today, but they’re big ones. First, at an event yesterday, Microsoft showed off what they want the PC to look like in the AI era. Plus, this Recall app is super interesting. Then, look, it’s the Scarlett Johansson/OpenAI thing. It’s gotten weird. And more importantly, it’s continuing to highlight how OpenAI itself is… weird.
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No, that ChatGPT voice is not Scarlett Johansson, stop asking. In fact, that voice is going away. What does it mean if OpenAI’s entire superalignment team has gone away? Is Apple News+ the partner publishers have been waiting for? And if you want to be a digital nomad, you’ve got a lot of options these days.
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As telegraphed for the last year, Reddit is going all in on being an all you can eat buffet for AI companies. Will new batteries give iPhones longer battery life like I want, or will they just make the phones thinner? A subtle but important improvement to ChatGPT and in the Longreads, a deep dive into what happened at Cruise.
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Some AI companies want to go after web search. But by hiring an Instagram founder, is Anthropic going in a social or app direction? Will AI kill the carbon neutral ambitions of the major tech players? Will tech companies now have to onshore EMPLOYEES from China? And Netflix with ads? Definitely working.
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All the announces from Google’s massive I/O event yesterday, including, yes, generative AI summaries are fully coming to Google Search. Plus, the camera-based AI system they teased that looks really cool. Ilya Sutskever officially leaves OpenAI. And is crypto the only place left where you can raise a billion-dollar seed round?
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OpenAI unveils GPT-4o which makes Siri look like the technical cul-de-sac it very much is. But what does it mean that this was NOT GPT-5? What does it mean for the gaming industry that the PS5 might be underperforming? More streaming bundles. And the 2024 iPad refresh reviews.
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Well, looks like my worries about solar weather being a threat to technology wasn’t just in my head. Ask farmers. Squarespace to go private. Raspberry Pi to go public? Waymo is setting some impressive records. And the new type of deal Apple and the other streamers want to offer Hollywood.
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Well that was fast. Apple apologized for the “Crush” Ad, saying they missed the mark on that one. Microsoft is launching a mobile game app store. Elevenlabs is getting into the music generating game. And of course, the Weekend Longreads Suggestions.
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AlphaFold 3 is a new AI model to predict interactions and structures of proteins, the better to cure diseases and create medicine with. More cuts in Microsoft gaming. The community backlash erupting over at Stack Overflow. And that really weirdly tone deaf Apple commercial that has everyone so upset.
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Multiple Bethesda studios are being shut down by Xbox and gamers are worried. The new Pixel phone announcement yesterday that probably nobody heard about. What if OpenAI decides to go after web search? And the surprising fact that FTX investors could be made whole, and then some. With interest!
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All the headlines from today’s Spring Apple event. New iPads? M4 chip? I don’t actually know cause I’m recording this bit beforehand. I can tell you Apple might make its own server chips tho. Nintendo has outlined plans to replace the Switch. And Microsoft is training its own high-end LLM, separate from OpenAI.
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Jack Dorsey abandoned Twitter and now he’s abandoned Bluesky as well. YouTube rolls out Jump Ahead. Threads launches post quote controls. More than 40 thousand books on Audible are now voiced by AI. The Air Force is planning more than a thousand AI fighter jets by the end of the decade. And if you’re listening to this on Apple Podcasts, please listen to the end for an important announcement.
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Apple earnings are out and revenue was down almost everywhere. Boy, AI can’t come fast enough for them. Did you know you can send Bluetooth signals to satellites in space? The full Rabbit R1 reviews turned out exactly how we expected. And, of course, the Weekend Longreads suggestions.
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The music is back on TikTok with a new deal struck. Maybe a third of Americans were affected by that Change Healthcare hack. Why are companies suddenly cutting teams you’d think would be sacred cows? Airbnb wants you to stay in the house from the movie Up. And we finally know just how much Google pays Apple for the search default in iOS.
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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 has happened, I decided we had to do an omnibus catch up with what’s going on in the world of Elon.
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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 prices again. And is Marquess Brownlee right about underbaked hardware releases?
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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 Apple users signed out of their accounts this weekend? And has AI already ruined Meta’s family of apps?
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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 a benevolent billionaire. And, of course, the Weekend Longreads Suggestions.
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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 jump devices. And the first reviews of the Rabbit R1 are out.
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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? Time to take Meta’s RayBan smartglasses seriously? And what it’s like to use AI inside of Instagram.
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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, are they ever going to tell us exactly why?
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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 open-source smarthome standard. And again, do we really need standalone AI devices when we already have smartphones?
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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 China. And, of course, the weekend longreads suggestions.
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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 TVs? And the Atlas robot has been reborn in a new body!
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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 Prime gotten? And one of the original modern robots is being retired.
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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?
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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 Airchat? And get ready for 4TB, yes, TB, SD cards.
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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 from Apple. OpenAI continues to be the drama queen of Silicon Valley. And, of course, the Weekend Longreads Suggestions.
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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.
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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 making, are kids warming up to VR and are alternative browsers benefitting from the DMA?
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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 Silicon. And maybe OpenAI DID train on YouTube videos after all. Everybody is desperate for data right now.
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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.
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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 train AI models on? And, of course, the Weekend Longreads suggestions.
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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 are upset over return scams. And why the band Kiss might live forever.
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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 a hard time raising money. And in the last segment of the show, I actually break some news about Coinbase.
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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, apparently.
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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.
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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 Longreads Suggestions.
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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 acquisition in gaming. And the tiny Caribbean island nation that is one of the biggest winners of the AI moment so far.
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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.
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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. And is the IPO window finally open for tech companies?
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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. Greater homescreen control coming to iPhones? And what should we make of tech insiders selling massive amounts of shares?
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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. And, of course, the Weekend Longreads Suggestions.
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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 first human patient reveals himself to the world.
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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. Stardew Valley is breaking gaming records. And the interesting startup that does AI music.
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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 platform player in Gaming.
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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-sports competitions in the world has been hacked by cheaters. And some pretty bearish news for the VR industry.
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Perplexity CEO Aravind Srinivas tell Chris and I to expect more partnerships like the recent one with Yelp; how Perplexity thinks of search differently than Google does; and the competition Perplexity fears beyond Google.
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Remember that Apple has quietly made more AI acquisitions than anyone else? They quietly made another one. The FCC has a new definition for broadband. Looks like everybody knows the EU is a stick they can beat Apple with now. And, of course, the Weekend Longreads Suggestions.
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If this TikTok bill is actually going to become law, who would actually be in the running to take it over? A bunch of announcements from Microsoft. Hard data on how we listen to music these days. And estimates for how much AI could cut into the traditional web search business.
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YouTube Video Of The Perplexity CEO Interview
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The TikTok legislation has passed the House, but it’s path through the Senate is uncertain to say the least. The first real AI regulation has passed, in Europe, of course. Arm’s new chips for self-driving cars. Did Cerebras just break Moore’s Law with its new AI chips? Spotify has music videos. And Perplexity continues to try to become Google Search faster than Google search can become them.
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More App Store changes from Apple will allow developers to offer apps via their website. In Europe only, of course. Some of you can file your taxes online, for free, starting today. Why bitcoin has been breaking records. An interesting AI raise. Is TikTok about to launch an Instagram competitor? Though maybe the reason they need to is their user numbers are flatlining.
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Epic got Apple to blink! Sam Altman got back on OpenAI’s board of directors. Reddit finally gets to IPO. Elon Musk says X.ai is going open source. And once again, you won’t believe the degree to which your car and your driving is the new data treasure trove for companies to monetize.
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Guy Kawasaki shares key insights on how to have a successful career, found in his new book: Think Remarkable. Also, some fun Apple and Steve Jobs story, such as: what kind of a***ole boss WAS Steve Jobs, exactly. The kind you want, Guy says.
Buy the book: Think Remarkable
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Did TikTok overplay its hand yesterday? The potential legislation against them is suddenly moving quickly. How Temu might be single handedly responsible for the tech advertising turnaround. More drama behind the whole Sam Altman ouster business. And, of course, the weekend longreads suggestions.
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On the first day of the DMA regime, the whole battle between Apple and Epic Games has gotten hella weird. Rumors of the US government going after TikTok again are swirling, again. What if we see a foldable Macbook before a foldable iPhone? And why the job of AI Prompt Engineer might be made redundant by… AI.
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Apple shows how it is complying with the DMA. We’ve got a Microsoft hardware event coming up. I wonder if they’ll mention AI? Has BlackCat been defeated, or is this a clever ruse to rebrand? And OpenAI has clapped back at Elon’s lawsuit.
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The big DMA deadline is mere hours away. A big Twitter related lawsuit has arrived that I kind of can’t believe took this long. Nothing releases a pretty compelling cheap phone. Waymo is bringing its driverless taxi service to Los Angeles. And is Linux quietly having a moment?
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The EU Commission has fined Apple for stifling music streaming competition. New Macbook Airs with the M3 chip. Why the Apple Car was doomed from day one. Anthropic releases Claude 3 in three different flavors. And if 5G isn’t floating your boat, can I interest you in 5G Advanced?
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Elon is suing Sam Altman and OpenAI. Meta continues to get out of the news business, especially when it’s being pushed. A new AI deepfake supertool. And, of course, the Weekend Longreads Suggestions.
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The SEC has subpoenaed OpenAI. What if the Vision Pro is selling better than even Apple thought? Beware of the repo attack affecting GitHub. Beware of the video doorbells that are ridiculously easy to take over. And is robotics the next big tech industry we need to be paying attention to?
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The Apple car project is dead. Really, this time. We think. Google is working to fix Gemini. If you’re using Tumblr, your posts might soon be training OpenAI’s models. Klarna’s AI is doing the work of hundreds of humans. And another fever dream of the most recent boom years might be over.
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If you can believe it, MOAR layoffs in gaming. Big layoffs at Sony. We might see Meta’s first AR glasses later this year. The big hack affecting US pharmacies. Hopin enters the Deadpool. And yet another startup takes at swing at the delayed gratification gimmick for social media.
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Mobile World Congress kicks off this week, and I bet you can guess what the big theme this year is. All the hardware that is being announced to allow you to do AI on your existing devices. Samsung unveiled its Galaxy Ring, but Apple wants you to know it could do a ring too if it wanted to. And Lenovo’s see-through laptop is cool looking, but also, looking for a use case.
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Catching you up on the great Substack controversy and who is winning the race to be the new Twitter?
Ed's new podcast is called Better Offline, which you can find wherever fine podcasts are found. And his newsletter is called: Where's Your Ed At?
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We have all the details of the Reddit IPO. And Sam Altman of all people makes an appearance in the S1! What that big cell phone outage yesterday was all about. Can Mark Zuckerberg be held personally liable in some of these Meta lawsuits? And given this weeks’ news, in the longreads, a long interview with Nvidia’s CEO predicting the future of computing.
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The most important tech company in the world right now reported earnings yesterday, and they were historic. Stability AI is previewing Stable Diffusion 3.0. Google has to fix some if its AI image generation details. Amazon is getting aggressive about bringing sports to streaming. And has a startup we’ve never mentioned made a big AI breakthrough?
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Signal finally rolls out usernames, but Apple goes one better security-wise, by quantum encrypting iMessage. Weirdly, Apple also launched a standalone sports scores app. Gemma is an open-source flavor of Gemini from Google. And Reddit wants to reserve some IPO shares for its users.
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Ed Zitron YouTube Bonus Episode
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Perhaps the biggest law enforcement action against a ransomware gang ever. Once again, you could view other people’s cameras on your Wyze camera. How Anthropic is raising to do battle with OpenAI. Are the VCs flocking back to San Francisco? And comprehensive proof that defense tech is the new VC hotness.
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An interview with Bluesky CEO Jay Graber about the future of social media.
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Huge watershed reveal of OpenAI’s Sora, its first text-to-video model, which can create up to a minute of 1080p video. We used to have a Today In Elon segment. We’re close to needing a Today In Sam Altman one. Increasing signs the Crypto winter is ending. And, of course, the Weekend Longreads Suggestions.
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Google’s moving fast. They’ve already launched Gemini 1.5. An EU court rules breaking encryption violates human rights. Why social media is flooded with posts of users returning their Apple Vision Pros. And more proof that the AI moment is making Nvidia one of the most powerful tech companies in the world.
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Even Mark Zuckerberg is posting about the Apple Vision Pro. In short: he’s not impressed. Walmart might buy a smart TV maker for the ads. Y Combinator has a new list of the type of startups it wants to see. Maybe don’t give all your secrets to those AI “girlfriend” bots. And why you might have a hard time getting an Uber after your Valentine’s Day dinner tonight.
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Threads gets “today’s topics.” iMessage and Bing dodge EU DMA regulation. Why Temu bought a bunch of SuperBowl ads. Nvidia’s Chat with RTX lets you run your own ChatGPT right on your Windows machine. And why Microsoft’s forthcoming Xbox strategy shift is potentially such a big deal.
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Is actual neo-ludditeism going to become a thing, as some people have predicted? Google reveals the strength of its subscription businesses. A review of Google’s Gemini. Bluesky is open and doing some interesting things. And what about the strategic position Snap suddenly finds itself in?
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Sam Altman wants to raise more money for his chip ambitions than the entire semiconductor industry. The Feds might put the breaks on Microsoft’s acquisition of Activision… again. Is Ring raising its subscription doorbell prices too much? And, of course, the weekend longreads suggestions.
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Google has released Gemini Ultra 1.0, renamed Bard as Gemini and looks to be replacing Google Assistant with Gemini. Disney has invested in a big stake of Epic Games to get at Fortnite IP. Leaked images of the Pixel Fold 2. And what if OpenAI is facing the same strategic dilemma that Mark Zuckerberg was never able to overcome?
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OpenAI is adding watermarks to Dall-E 3 images. A new AI model from Apple. A new open source model that is king of the LLM hill. More rumors of a foldable iPhone. A new streaming service that will be like Hulu but for sports. And the specific words and phrases that will get your college application essay flagged as being AI-generated.
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Don’t forget your Vision Pro password, or else you’re going to have to return it to the Apple Store to use it again. Why are the gaming platforms willing to play nice all of the sudden? The AI that can spit out fake IDs in seconds. Does Google owe you yet more money? And more signs the tech recession is over.
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Let me tell you the story of the most shocking AI deepfake scam we’ve heard yet, because it’s a warning to all of us going forward. An Apple Vision Pro teardown explains why EyeSight looks so blurry. Another sign that Google is losing interest in the web. And an interesting peek behind the curtain revealing the economics and motivation of tech media.
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YouTube Video Of Vision Pro Demos
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Our friend Chris Dixon is back to talk about his new book: Read Write Own! How Web3 and the blockchain can save the web as we know it!
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A run down of some interesting details from Tech’s big earnings day yesterday. Rufus is Amazon’s AI-powered shopping assistant. The Browser Company continues to be the catalyst for me thinking about how AI is going to change the web. And, of course, the Weekend Longreads Suggestions.
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Why I think yesterday’s Congressional hearings might actually be a tipping point for tech regulation. What would a Kids Online Safety Act actually mean? More proof of YouTube’s dominance. Celsius and FTX customers are about to get some money back. And Google’s new text to image AI processor.
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The tech execs have been called before Congress once again. Universal Music Group pulls its songs from TikTok. Is 23andMe in danger of going out of business? Figure is an AI robotics company that Microsoft and OpenAI might be about to invest in. And say hello to the Chief AI Officer job title.
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Elon Musk says Neuralink implanted its device into a human for the first time. You can search for Taylor Swift X again, but was a Microsoft tool to blame for the deepfakes? Better AI coding from Meta. And I read all the Apple Vision Pro reviews so you don’t have to.
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YouTube Video Of My Interview With Chris Dixon
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Amazon calls off its iRobot acquisition. Is Arc Search the future of search we were talking to Baratunde about this weekend? Why you can’t search for Taylor Swift on X at the moment. How many ads will be in streaming? And who is quietly killing it in subscription gaming? The answer may surprise you.
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The great Baratunde Thurston join Chris and Brian to talk about his hour-long in-person demo with the Apple Vision Pro. In the second half, we discuss the idea of whether or not Google Search (and maybe the web) is doomed in the era of AI.
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Apple has announced major changes to the App Store. In the EU, alternative app marketplaces, but does the new Core Technology Fee mean it’s still a shell game? Also in Europe, alternative default browsers. And for everyone, game streaming apps are now permissible. Also, cheaper GPT from OpenAI. And is Cruise in trouble with the Feds?
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As Palworld surpasses 8 million in sales, The Pokemon Company says it will “investigate and take appropriate measures” with regards to those IP infringement allegations. Layoffs at Activision Blizzard and Xbox. Google’s Lumiere is a text to video AI generator. And how the rising prices of streaming services are fueling a resurgence in piracy.
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Netflix kicks off Tech Earnings Season, and suggests it’s taking it’s cheapest ad-free plan away. The one chart that shows why Netflix is winning the streaming wars. Spotify demos how it plans to break out of Apple’s App Store. Renders of the Pixel 9 have already leaked. Apple scales back its EV car plans. And an interesting raise to help you pay your rent.
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Netflix is getting into the live event business in a big way by buying the rights to WWE wrestling. We have the first political ad incident of the AI era. Who’s really doing all the buying on apps like Shein and Temu? OpenAI struggles to fend of an army of girlfriend bots. And let me introduce you to Palworld.
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Video of me flirting with an AI "girlfriend" bot
YouTube of Saturday's Bonus Episode with Baratunde Thurston
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Just what the title says. How many Vision Pros do we think Apple sold this weekend? And Mark Gurman has some ideas for why developers are so lukewarm on the product. Eleven Labs is an interesting raise. Sam Altman seems serious about making his own AI chips. And the breakthrough in VR from Disney Imagineers that would allow you to literally walk through the Metaverse.
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YouTube Video Of The Holotiles From Disney Imagineering
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Preorders for the Vision Pro begin, but huge new questions about partner support have arisen. Zuckerberg says he wants to open source AGI. You’re going to have to pay for those Galaxy AI features. Perplexity will power the rabbit r1. And, of course, the Weekend Longreads Suggestions.
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Google signals more layoffs are in the mail, but what’s interesting is what that says about Google specifically. Reddit is probably going to IPO in a few months. How did tying itself to ChatGPT work out for Bing? Why is Netflix not on the Vision Pro? And the fun parlor game that suggests AI spam is a human centipede situation.
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All the headlines from the Galaxy Unpacked event earlier today. Apple revises its App Store rules but in a way that seems to a lot of people to be in “bad faith.” The big, and big-money talent war going on between Google and OpenAI. And Tesla and Uber are working together to make Uber completely emissions-free.
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The app that was supposed to be TikTok but for news is shutting down. Apple tops global smartphone sales for the first time ever. Microsoft debuts Copilot Pro. How the Apple Vision Pro demos are actually going to work. And about that weekend streaming NFL playoff game.
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Just what the title says. All my faves from CES this year. If you want to SEE what I'm talking about, here's the YouTube playlist.
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John Gruber joins Chris and I to talk about AI Hardware, Apple's AI strategy and Apple's Vision Pro launch.
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How did bitcoin do on its first day of ETF trading? Where are all these tech layoffs coming from? The weird case of eBay executives allegedly harassing people. A look at the AI company taking direct aim at Google Search. And, of course, the Weekend Longreads Suggestions.
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The Bitcoin ETFs are here. For real, this time. OpenAI’s GPT store is here. Surprising new layoffs at Google. Netflix continues to show signs that ads are working for them. The Rabbit R1 continues to be a shocking success. And say hello to an AI George Carlin.
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The SEC’s X account was compromised by somebody jumping the gun on that Bitcoin ETF thing. Layoffs are back, even at companies that are about to ship their first, high profile products. The hardware AI device at CES that everybody was talking about yesterday. And what AI could do for medical drug discovery, like, right now.
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OpenAI responds to the lawsuit from the NYTimes. Do you need ChatGPT in your car? VW thinks you do. Sony teases a “spatial” VR headset. Apple only wants you to call the Vision Pro “spatial computing.” And how you too can sign up to get a demo of the Vision Pro in a couple of weeks.
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We now know when the Vision Pro is coming. February 2nd. But you can pre-order on January 19. Xreal’s new Vision Pro competitor. New Wifi announcements from CES. That big Elon possibly using drugs story from the Journal this weekend. And for the first time ever, Netflix is cutting back on producing new shows.
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Another big Tesla recall, this time in China, this time, all of them. Every car they ever sold. BNPL is… not dead? Not if holiday shopping data is to be believed. That Blackberry-style iPhone keyboard case that everybody is talking about. And, of course, the Weekend Longreads Suggestions.
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Your Windows keyboard is getting its first new key in 30 years. Elon might offer you a cellular plan someday. Is 23andMe blaming the victims of that big data breach? Roku is going high end. XPS laptops are getting bigger. And yes, 2023 was a bad year for all sides of the Venture Capital game.
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Facebook has a new feature, Link History, but why are they doing this and why now? I’m asking. A look at those jockeying to get ahead of a bitcoin ETF. The next Galaxy event is official. A look at the big AI player we seldom talk about. And a look at the AI influencers who are flooding social media.
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Telegram has completely redesigned its app. Microsoft has brought Copilot to iOS. Camera makers are remaking their hardware for the age of AI. There’s the premium smartphone market, and then there’s the premium premium market segment, and those are the only parts of the smartphone market you want to be in. And will 2024 be the year the Internet gets weird again?
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Link to the YouTube version of the smartphone segment
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Part three of our epic conversation with Stephan Paternot. Here's what happens when you've been through the wringer. When you've been to the top of the rollercoaster and also down to the bottom. Here's how you take stock of your life, how you reinvent yourself, re-find you entrepreneurial spirit... I feel like there are so many lessons in these three episodes. Lessons for entrepreneurs today. Lesson for... I dunno. People in the crypto space? My thanks to Stephan Paternot for an insanely great conversation.
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Ok, part 2 of the Stephan Paternot mega-episode right now. This is where we get into the meat of it, the good stuff, the whole crazy roller coaster ride of being the hottest startup of the dotcom era. And I was going to make this the last episode, but as I was editing this, I realized that after we get done with this story, Stephan talks a lot about what happens after... what happens after you've been on a crazy ride like this. How you have to reinvent yourself, and your life, and your career.
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The story of the quintessential dotcom company. Also, if you squint, you can see the birth of social media. I said in the book, I think TheGlobe.com was the quintessential dot-com company. We spoke to one of the cofounders previously, Todd Krizelman. Todd was great, but he was time constrained and he didn’t quite get as personal about the story as I would have hoped. Well, I finally got to talk to the other founder of TheGlobe, Stephan Paternot. And Stephan was… AMAZING. He shared the whole story, the whole wild ride, from a historical angle, from a business angle, from an entrepreneurial angle and also, from a very personal angle. THIS the dot-com era story I’ve been looking for for years. It’s also the story of probably the most important pioneer of social media before there was even a term for such a thing. And by the way… that TV Show that just came out on NAT GEO, Valley of the Boom? THIS IS THAT STORY. Stephan just re-released his book, A Very Public Offering: The Story of theglobe.com and the First Internet Revolution.
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OpenAI has been talking to everybody in media, it turns out. But how would a partnership turn out for media? Google settles another big lawsuit. The first of the gadget announces for CES season have begun. Can Xiaomi do with cars what it did with cellphones? And the Weekend Longreads Suggestions.
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Researchers have found a gnarly zero-click, zero-day iMessage hack that has been exploited. Apple can sell watches again! What was the best performing tech stock of 2023? Will 2024 be the climax of the streaming wars? And will 2024 be the year Apple finally gets serious about gaming on the Mac?
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The NYT has broken the seal and sued OpenAI and Microsoft. Ads are coming to Prime Video in mere days. More rumors about Jony Ive founding an AI hardware startup with Sam Altman. Anthropic seems to be provide OpenAI isn’t the only one that can make money in the AI space. And when chips go beyond the 1 kilowatt barrier, you need to liquid cool them.
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Apple’s whole AI strategy has been coming into focus these last couple of weeks. Two stories on this, including Apple’s first announced LLM. OpenAI is fundraising again. Hackers are targeting gaming studios again. And as President Biden didn’t deliver the pardon, what is this patent case against the Apple Watch? I’ll explain.
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This time we talk about the AOL/Time Warner Merger
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The first time I went on the Acquired Podcast, back in March of 2017. We talked about Yahoo's acquisition of Overture. I know you probably haven't heard of either of those names, but in a roundabout way, this is the story of how Google makes so much money.
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Me on The Newsworthy Podcast talking the tech trends of 2023. Alliterative!
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The Hyperloop dream is dead. The attempt to bridge the iMessage divide is dead. China’s gaming industry isn’t dead, but it’s pretty wounded. The crazy story of that teenage hacker who leaked the GTA VI stuff. The weekend longreads suggestions, and at the very end, a unique look back at the evolution of the AI moment.
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The Galaxy S24 lineup had a big spec leak. So what do the new phones have and what is Galaxy AI? Get ready cause the Apple Vision Pro hype tsunami is about to wash over us. A big merger might happen soon to confirm the consolidation phase of the Streaming Wars is upon us. Waymo has data that says its robot drivers are safer. And Apple doesn’t do the little things anymore? How about making a version of Car Play just for two specific car brands?
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Rite Aid was apparently doing some crazy stuff with facial recognition software. Sony says the PS5 is killing it. ByteDance is definitely killing it. Microsoft CoPilot can now compose songs. And maybe the real reason OpenAI is making deals with publishers.
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Google has settled lawsuits from the states, has agreed to offer new billing tools, and may owe YOU some money as they’ve agreed to pay $700 million dollars in restitution. What happens to adobe and Figma now that they’ve got to go their own ways? Why do hackers love targeting game developers? And game preservationist have uncovered a gold mine.
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Big news Monday. Adobe and Figma have called off their wedding. Apple might stop selling its top-of-the-line Apple Watches, in the US, this week. I’ll tell you why. The EU has formally opened an investigation into X. And why are all of the Hollywood studios suddenly willing to sell their content to Netflix again?
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You can learn more about AdHawk Microsystems.
But especially learn more about the MindLink Air.
And the link to the YouTube version of this interview is here if you want to watch the demo.
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Did Google just kill geofence warrants? Intel wants you to know it’s in the AI game. Could we get a foldable iPad before we get a foldable iPhone? Soon, maybe your tv really will be spying on you to deliver ads. The AI stuffed toy that Grimes has partnered with. And, of course, The Weekend Longreads Suggestions.
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The gates have been opened for Europeans on Threads, and it looks like Meta’s serious about tying Threads into to Fediverse. I argue that the release of a new charging case for the AirPods Pro is kinda a big deal. Wait until you hear this wild story about hackers versus a train. And maybe ChatGPT DIDN’T turn students into cheaters afterall.
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Apple has a new tool to help you if your iPhone gets stolen. There’s a huge Tesla recall related to Autopilot. More AI tools from Google. How is X doing, you know, financially speaking? And Netflix’s first ever What We Watched report.
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Epic Games has won its case against Google’s app store, but why was this case different than the one they lost to Apple? The sort of big changes to Apple TV. BeReal is still around and still… being real. But E3 is not. It’s officially over as a conference.
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I told you the open-source AI startups were coming, and a big one is making waves today. Apple’s iPad lineup is hella confusing, but Mark Gurman says Apple is working to streamline that in the coming year. And let me give you the background on that whole Effective Accelerationist movement you might have been hearing about online.
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People across the Internet are accusing Google of faking that Gemini AI video demo that everyone was wowed by. Apple seems to be diversifying out of China for manufacturing at pace now. Might the UK’s CMA have an issue with Microsoft’s relationship with OpenAI? And, of course, the Weekend Longreads Suggestions.
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Meta has kept a longstanding promise to encrypt Messenger by default. Apple is coming clean about the notifications spying thing. AMD’s answer to Nvidia. We know when the next major version of Windows is coming and, surprise, it’s got AI all over it. And Apple releases its first little AI hint.
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Say hello to Gemini, Google’s new AI model designed to go head to head with OpenAI. Governments have been spying on your phone’s notifications, but Apple couldn’t tell you about that until now. Why is Twitch shutting down service in what is one of the biggest markets in the world for esports? And another way to hide your green bubbles in iMessage.
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The 23andMe hack just keeps getting worse. A new phone! The OnePlus 12. A new AI Alliance. New, upgraded spam filters. And all you need to know about the big Grand Theft Auto VI news.
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I guess Spotify missed the memo about the tech turnaround cause they had monster layoffs today. Google has delayed its big OpenAI competitor. Why does AI have a tendency to do evil unless you really tell it not to? And the band Kiss is retiring from touring, but Kiss the band has the potential to tour forever, thanks to digital avatars.
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Here is how it all went down with the Sam Altman saga, day by day, hour by hour. With @alexkonrad of Forbes.
This is the story we talk about toward the end:
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The action button is coming to all the iPhones with increased functionality. Reconstituting the cable bundle example #972. Microsoft wants to create a mobile gaming app store sometime soon. And, of course, the Weekend Longreads Suggestions.
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Sam Altman is officially back at work as OpenAI CEO. Meta is about to launch Threads in Europe, but their plan to offer ad free subscription tiers for their services has hit a speed bump. You can trick LLMs into revealing their training data. And I warned you before, but if you have any dormant Google accounts, better see to them toot suite.
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Apple and Goldman are ending their partnership, so what does that mean for the Apple Credit Card? Stability AI is so unstable, it might be looking to sell itself. GM is pumping the breaks on its Cruise rollout. All the headlines from the big AWS conference yesterday. And it’s that time of year: what won your Spotify Wrapped listening charts?
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AI foundation models are coming to more AWS products. Why are police departments scaremongering about that NameDrop feature on iPhones? Why is Google Drive losing peoples’ files? And Ikea’s new super cheap smart-home starter devices.
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A thin client from AWS. More bad news for gaming as ByteDance pulls back from its gaming ambitions in a major way. Governments have more new joint guidelines for AI development. And Amazon now delivers more packages than either FedEx OR UPS.
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A lot of people give credit to Justin Hall for being, if not the first, then spiritually, at least, the “first” blogger. Since early 1994, first as Justin’s Homepage and at various points, as Justin’s Links from the Underground and Links.net, Justin Hall has been writing online and sharing online—especially, sharing himself online—longer than almost anyone else on the planet. Hear his story today, and watch his documentary at: http://overshare.links.net/
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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 in the world, and not Gary Kildall? Could things have turned out differently?
In this episode we use audio from the following documentaries:
and
Special thanks to Justin Schwinghamer for the original score and the voice acting.
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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 in the world, and not Gary Kildall? Could things have turned out differently?
In this episode we use audio from the following documentaries:
and
Special thanks to Justin Schwinghamer for the original score and the voice acting.
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From the Internet History Podcast, the background, root causes and rough outline of the dotcom bubble. How it happened, why it happened... and why it's unlikely to happen again anytime soon.
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Find out more at SFCompute.com. But also, to cut the line and get your hands on some time with some chips, email: [email protected]
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The Sam Altman thing is nowhere near resolved, and what does that mean, especially for Microsoft? Elon sues Media Matters. And if your YouTube videos have been behaving strangely of late, I think I can tell you why.
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There’s really only one story today, the whole, Sam Altman got fired by OpenAI’s board but then they tried to get him back, but then Microsoft hired him, and now OpenAI employees are threatening to quit en masse, story. But also, the CEO of Cruise has stepped down. And Linda Yaccarino’s friends are suggesting she should step down as CEO of X.
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Find out more at Freeplay.ai.
And find out more about the Ride Home Fund at RideHomeFund.com.
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Surprising almost everyone, Apple is adopting the Google-led RCS messaging standard. IBM suspends its advertising on X. Amazon is selling new cars on Amazon.com. A rebirth of Quibi? The surprising biggest mobile game of the year? And, of course, the Weekend Longreads suggestions.
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All of the big announcements from Microsoft’s development conference yesterday, including the debut of their own AI chips. YouTube is bringing AI to Shorts. Threads is kinda doing hashtags, though Chris Messina has thoughts. And the new UPS warehouse where the robots way outnumber the humans.
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Nothing has come up with the first large scale way to send iMessages even if you’re on Android. Those new OpenAI products are so popular, they’re actually pausing your ability to use them. DeepMind has a model that can predict the weather more accurately than humans. And the Cadillac of web cameras has a new model.
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Two different trials reveal some details of Google’s various deals with various platforms that they probably wish didn’t become public. Why aren’t the Fed’s arresting those casino hackers? Two interesting new initiatives from Uber. And OpenAI has an independent board that gets to decide when AGI has been achieved (and maybe x’s Microsoft out).
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OpenAI is probably going to raise a ton more money to attempt to stay at the top of the AI heap. You might get your money back if you get scammed on Zelle all of the sudden. Would you trust ex-FTX executives to launch a new crypto exchange? And why did Apple pause all OS development for a week recently?
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Our first Ride Home AI Fund Portfolio Profile Episode: Automated Data
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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 operational. I’ll tell you how it works. And, of course, the weekend longreads suggestions.
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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 up. And a judge has ruled that your car can continue reading your text messages legally.
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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 happen soon? Don’t sleep on Amazon’s healthcare ambitions. And never underestimate the power of timing nostalgia correctly.
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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? WeWork is officially dead, but are we seeing green shoots… evidence that the tech recession might be ending?
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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 pining for a new 27 inch iMac, I’ve got some very bad news for you.
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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 Longreads Suggestions, is Elon about to give Joe Rogan a new lily pad to take his podcast to?
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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 want to tip your DoorDasher ahead of time. And can I coin a term? Arizona is becoming Silicon Mesa?
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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 breakthrough for medicinal discovery via AI. And more on the evolving AI debate around open source and regulatory capture.
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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? And are people crying chicken little about the threat of AI in order to do some regulatory capture?
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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 are about to get smarter. And how AI might finally give us useful robots.
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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.
Check out Big Technology here!
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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, of course, the weekend longreads suggestions.
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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 controls work on the Apple Watch.
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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 have to take the stand in order to keep himself out of prison?
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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? And what is it like to have a robot lawnmower that actually works?
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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 your Tinder matches? And do your kids like telling you where they are at all times?
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Remember, the order of the languages is Spanish, Arabic, Hindi, Chinese and German.
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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 course, the Weekend Longreads Suggestions.
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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 if those FaceTime video reactions are annoying you, I’ll tell you how to turn them off.
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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 this podcast in different languages?
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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 investing more energy in?
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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 distance without any wires is slowly becoming a thing?
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If my reviews don't float your boat, here are some more detailed ones:
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Microsoft wins its big prize. The EU officially opens and X investigation. VC investment activity has reached its lowest level in years. Netflix dips its toe into the IRL experience business. And, of course, the weekend longreads suggestions.
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That thing where the IRS says you’ve underpaid your taxes to the tune of almost $30 billion dollars. Adam Mosseri says Threads is NOT coming for the breaking news crown. Those kids today, they love YouTube and they REALLY love iPhones. And forget social chat with your friends. How about social chat with your friends, and your AI bot, and their AI bots?
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The EU is warning Elon Musk over X content related to the Israel-Hamas war. The biggest DDoS attack of all time, by, like, 8x. New image models from Adobe. New PS5s from Sony. New rules from the FTC to help you avoid hidden fees. And checking in with the Sam Bankman Fried trial.
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That whole bungled pricing thing has cost the Unity CEO his job. The big 23andMe breach is a different kind of hack. And it turns out if you fall victim to a scam, it’s probably because you were online. Can you charge enough to cover the costs of AI products? And is the Pixel brand finally having a moment.
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Holy crap! Anyone coming to the listener meetup tonight, I hope you see this! Turns out Johnny Foley's is closed on Mondays! We will instead try to meet at the Kan Pai lounge in the Hotel Nikko! It's on the 2nd floor. Go up the escalators! Sorry for my error and this late notice! 222 Mason St. Right across the st!
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Looks like Microsoft is inches away from getting the Activision acquisition over the line. Hardware ambitions are one thing, but OpenAI might also design its own silicon. Microsoft’s new version of Teams is finally not the most resource hungry piece of software on your computer. And, of course, the Weekend Longreads Suggestions.
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A new front in the regulation battle is opening up for major cloud platforms. What is the point of removing article headlines in X posts? Amazon’s Project Kuiper is launching… literally. And is the new camera on the iPhone 15 Max the biggest smartphone camera upgrade ever?
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All the headlines from the Made By Google event this morning. Samsung also announced their low end lineup of phones. Gmail is taking some big new steps to combat spam. And what if I told you Netflix is about to raise prices. Again.
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Snapchat has led the way, but are we going to see everybody in social media offering subscription plans? An interesting raise for AI investing. Satya Nadella was on the stand yesterday at the Google trial. And what’s up with Threads? Has it missed its moment?
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Apple says your iPhone might be heating up because of… Instagram? Rumors suggest Apple has a search engine in its back pocket if it ever wants one. Chromebook Plus is the moniker for high end Chromebooks. And we have our first glimpse of that Humane wearable AI device.
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What if Apple had bought Bing and turned it into its own search engine? Why did France’s competition authority raid, we believe, Nvidia’s offices? Big layoffs and peel offs from Epic shows that the gaming industry is still hurting. And of course, the Weekend Longreads Suggestions.
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The Meta Connect keynote was yesterday and they announced a bunch of stuff including AI chatbots, a new Quest 3, and the continuation of those Ray-Ban smart glasses that are actually getting kind of interesting. Looks like OpenAI is serious about working with Jony Ive. A big new open-source LLM available to download now. And the new Raspberry Pi 5.
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The big FTC-led lawsuit against Amazon is live. Is Jony Ive working with OpenAI to create an AI hardware product? OpenAI might soon be 3x-ing its private valuation. What the writers won from Hollywood. And what it’s actually like to ride in the only street-legal Level 3 autonomous car.
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Spotify’s new Jam product is kind of the coolest new feature I’ve heard in a while. Looks like the FCC is bringing net neutrality back. Google discontinues some products. New drone reviews and a new drone that either will eliminate police chases… or bring on the panopticon.
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Amazon makes a big bet on Anthropic. A big DeFi hack. The US government is weighing a sort of “know your customer” rule for big cloud providers. OpenAI has rolled out some cool new ways to interact with their AI. And why the number of smartphone brands around the world has basically collapsed.
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The UK CMA looks like it’s folding, so the Microsoft/Activision acquisition can go through now? YouTube unveils some cool AI tools. Amazon is adding ads to Prime Video and raising the price. And, of course, the weekend longreads suggestions.
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All the headlines from the Microsoft Fall event. The Amazon Fall event. OpenAI teasing DALL-E 3. And one more review of a recent Apple product, and for the first time in a long time, the consensus seems to be it’s hot garbage.
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The UK looks like it’s going to make that Online Safety Bill into law. Instacart closed up, but Arm has been trending down on the markets. Could Apple really have considered getting into the stock trading game? Is the iPad finally getting a WhatsApp app? And what if you could get AI to perform better simply by giving it gentle words of encouragement.
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Bunch of internal Microsoft documents have leaked, so now we know the new Xbox that is coming next year, and their full gaming roadmap which includes “convergence” by 2028. Microsoft’s Chief Product Officer looks like he might take over Alexa. Google sets Bard loose on your Gmail. And what’s new in those new OS releases from Apple.
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Google won’t support screen repairs on your watch but will extend support of Chromebooks. How Spotify and other streamers have changed the way music sounds. And the software update coming to AirPods that might change the way you listen.
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Big fine in Europe of TikTok. Apple thinks it can fix that iPhone radiation issue with a software update. The whole Unity controversy has gotten crazy. Maybe it’s a bad idea to have AI write obituaries. And, of course, the Weekend Longreads Suggestions.
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Arm’s IPO is happening as I record these words. Vegas and the casino industry in general seem to be the target of some widescale cyberattacks. Unity acknowledges people’s ire about their proposed pricing change. And the wildest new laptop design you can buy, but you’re gonna need a bigger wallet.
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Unity has upset game developers across the world with new pricing changes. France has ordered Apple to stop selling the iPhone 12 over radiation concerns. Lots of extra drips and drabs from yesterday’s iPhone event. And Stability AI gets into the generative music generation game.
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All the headlines from the iPhone event today at Apple HQ. Why is Meta blocking some basic terms on their new Threads search feature? TikTok Shop is rolling out broadly. And the US Copyright Office keeps knocking down copyright claims for AI generated Art.
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The Instacart IPO is coming with a helluva haircut. Meta is planning a big new LLM trained on its own stuff. Some eye-watering details on how much water ChatGPT uses. If you don’t do that AI tech, that doesn’t mean someone else won’t. And what tomorrow’s iPhone event says as about Apple’s high-end strategy.
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You really need to update your Apple devices. Today. Here come the AI generated misinformation campaigns. Microsoft will defend you from lawsuits if you use their AI. And in the Weekend Longreads Suggestions, might AI finally give us a real life Doctor Dolittle?
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Chrome is getting a new coat of paint. China is increasingly banning iPhones. Are drones about to have a breakthrough moment just like self-driving cars? Apple is increasingly serious about AI. And in a way, are we seeing the first major musical artist of the AI era emerging?
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The EU has listed 22 services falling under its Digital Markets Act. Britain pulls back from an encryption law. And if that’s not enough, the Google antitrust trial begins next week so the modern antitrust era is officially here. Which cars are spying on us? Maybe all of them. Who has all the money in crypto? And the new law here in NYC that could change Airbnb forever.
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Some more controversies surrounding Elon Musk and X. China looks like it is managing its chip situation better than the US might have hoped. Is Spotify’s podcasting bet officially a failure? Is Apple’s Lionel Messi bet already a winner? And will getting rid of Books 3 only help the AI incumbents?
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Microsoft unbundles Teams to stay ahead of EU antitrust action. But is that actually good for European consumers? Elon wants to collect your biometric data. Can AI police online smack talking in games? Lessons from the grocery delivery bubble. And, surprise, the Weekend Longreads Suggestions.
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The FBI took down a huge botnet. OpenAI is apparently ahead of schedule in terms of making a ton of revenue. Why Samsung wants to apply AI to your refrigerator. Why OnStar is doubling down on AI. And we officially have the deets on the iPhone event scheduled for next month.
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Google’s Cloud Next conference drops a ton of AI announces. OpenAI releases a business-oriented version of ChatGPT. The regulators have come for NFTs and now the question is, are all NFTs securities, or just the ones they just fined? And let me introduce you to Twitch’s big new competitor. But are they really eating their lunch or just a front for gambling related streaming?
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Apple looks to refresh the iPad to reinvigorate sales. Huge network crash is grounding planes in the UK. Some tentative sign that the Tech IPO window might be creaking open. Do you need a 100 year domain renewal? And the Silicon Valley bigwigs who are investing big money to build a new Bay Area city from scratch.
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Amazon has apparently held talks with Disney about maybe teaming up for a streaming ESPN partnership. Dropbox ends its unlimited storage option. Shein takes over Forever21. A product release so star-crossed, it’s being recalled after just 3 months. And, of course, The Weekend Longreads Suggestions.
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Nvidia gives new meaning to the words “earnings beat.” Meta announces Code Llama. TikTok might start banning links to Amazon. SpaceX wants Starlink to be viable in cities too. And turning thoughts into speech via an AI interface becomes real.
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Sony announces the PlayStation Portal handheld device. IBM announces an AI model to translate code from one type to another. OpenAI lets anyone fine tune. Is LinkedIn the big winner in social media right now? And what happens when you 3d printer comes alive like a zombie in the middle of the night.
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Microsoft tries to appease His Majesty’s Regulators. The Arm IPO is a go. Why Nvidia continues to be huge even in China. A new AI translation model from Meta. I continue to wonder if Elon is tanking things on purpose. And a new social media platform built on top of X?
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More X shenanigans over the weekend. Some solid evidence that some major LLMs have in fact been trained on copyrighted material. A ton of it, in fact. As Arm prepares to IPO, who might join them, depending on how things go? Bad news for Adyen is probably bad news for Stripe. And the rise of high tech sailing ships.
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More drips and drabs Threads feature releases. Meta is readying a “Code Llama.” Throwback Friday with Uber and Lyft threatening to leave a major municipality. Our first fall hardware event is on the calendar. And, of course, the Weekend Longreads Suggestions.
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OpenAI makes its first acquisition. Has AI really done anything for Bing marketshare? A really cool looking new gaming handheld. The most recent tally of tech industry layoff numbers. And Eric Schmidt says he wants to pull a Sam Altman.
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By the time you hear these words, I guess I’ll be a blue subscriber cause I’m locked out of Tweetdeck otherwise. Coinbase gets regulatory approval from one agency, while another is suing them. Generative AI in Google search, while Google DeepMind is contemplating doing it for everything. And I guess we’ve entered the true first self-driving car test phase. Hold on to your hats.
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Very interesting executive departure at Amazon. A popular Mac service is gonna launch an alternative iOS app store. Now nation states are trying to stockpile Nvidia chips, not just tech companies. And what is the maximum capacity of your iPhone’s battery, and should you check on it?
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Apple is planning a huge revamp for the Apple Watch in honor of it’s 10th birthday. Amazon is using generative AI to summarize product reviews. It’s finally official. Paying for all the big streaming services is now more expensive than just paying for cable. And if that self driving car is rocking, maybe don’t go a-knocking.
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A major regulatory breakthrough is going to open the floodgates for self-driving taxis in California. Two different stories about dealing with the China restrictions, including one US company that is directly benefiting, and Meta’s AR ambitions, which are not. And, of course, the Weekend Longreads Suggestions.
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Oh why not? Disney+ is raising prices too. A new executive order targeting Chinese tech. New features in Threads, but not the ones they need. Are the robot card shufflers in Vegas easily hackable? And we did the Flip. Now the Galaxy Z Fold 5 review.
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Slack announces its biggest ever redesign. Sony signals that the smartphone recession is real and is not getting better anytime soon. Is WeWork circling the drain? Why a Gizmodo editor is suing Apple over Tetris. And guess what? The bots are better at solving CAPTCHAs than you are. Something something, Turing Test.
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Hackers accessed the UK Electoral Commission, so how worried should we be? Apple, Samsung and others can’t wait to buy Arm stock. OpenAI explains how its bot is crawling the web. More details on the new M3 chips Apple is testing. And Apple Music finally edges closer to the one thing Spotify still does so much better.
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In earnings last week, Apple was forced to admit softness in iPhone sales. But the big question is, will the iPhone 15 be enough to turn things around? A stablecoin from PayPal. What the world being flooded with cheap AI-produced content already means in the real world. And a review of the Samsung Galaxy Z Flip 5.
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Apple and Amazon earnings make me wonder if the law of large numbers is dead. Coinbase is willing to argue over what the definition of is is. Threads continues its precipitous decline. The Weekend Longreads Suggestions. And be sure to listen to the end of the show for some big, big show news. Biggest news in a while. Among other things, why haven’t there been bonus episodes for a while? Where has Chris been? Listen to the end! All will be revealed.
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Two stories today of startups who flew high during the pandemic, but have crashed down to earth in meaningful ways. NFT trading volumes might be sinking, but developers continue to flood into the space. And does Goldman Sachs want out of the whole Apple Card partnership?
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Seems like I’ll have to be paying up for an X Blue subscription any day now. Meta releases a new AI music generator. We might actually be getting a big tech IPO in a matter of weeks. Amazon is readying an aggressive new push into groceries. And what happens when an online creator replaces themselves with an AI bot?
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Uber reports meaningful, not gimmicky profitability for the first time ever. Meta’s gonna give you AI chatbots with personality. Google is overhauling Assistant with AI stuff. Even Pierson is getting ahead of the whole, let AI tutor you on stuff, stuff. Nintendo is probably giving us a new console next year. And the prisoner’s dilemma that is fueling quantum computing development, but heck, let’s be honest, fueling AI development as well.
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Brian Armstrong strongly hints that US regulators believe only Bitcoin is legal. A deep dive into what we can expect from this year’s iPhones. Is the US crackdown on tech to China having a real impact? And the artist that tried to take his art out of Stable Diffusion, only to have the community pull him back in.
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The whole Threads saga has been a whirlwind. At the beginning of the month I asked if Threads had already won. At the end of the month, I’m wondering if the clock is ticking in terms of their chances of survival. Generative AI but for robots. Again. Real robots. Are VCs pulling back from the crypto space? And, of course, the Weekend Longreads suggestions.
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Meta’s earnings say, hey, let’s just forget the last two years even happened. Is the next iPhone about to get an “action” button? What does it mean if Waymo is basically hitting pause on self driving trucks? Checking in on SBF. And a super fast new version of 5G.
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All the headlines from the big Galaxy Unpacked event today. This was the foldable event, but there were interesting watch announces too. Quick earnings roundup. Threads gets a follower tab. And the group that wants to battle Apple and Google in maps dominance has released their first product.
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Big potential vulnerability in AMD chips. Fallout from the whole X re-branding continues. Now TikTok is cloning Twitter. The Arc Browser is now available for anyone to try out. And if you think Elon likes to have his hand in a lot of pies, a look at the increasing, and increasingly ambitious portfolio of Sam Altman-related companies.
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Elon makes good on his promise to rebrand Twitter as… X. Moar price hikes in streaming! Worldcoin has officially rolled out its token, so long as you’ve scanned your eyeball. Let me introduce you to the Flipper Zero. And should it be titled: Hollywood Strike: Rise Of The TikTok Stars?
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Reddit is choosing violence with their biggest holdouts. More data on the ebbing of Threads usage. AI seems to be bringing Sergey Brin back into the office. Why you should be getting your paycheck quicker. And an Oppenheimer-themed Weekend Longreads Suggestions.
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Rumors that Apple already has an LLM framework and their own generative chatbot. Google is shopping an AI bot that can write news stories to various journalism outlets. Has GPT-4 actually gotten dumber of late? More streaming price raises. And it’s the last chance saloon for Microsoft’s AR headset for the US Military.
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Microsoft announced aggressive pricing for their AI products and got rewarded with an all-time high stock market valuation. More price aggression in the streaming wars. Meta released Llama 2. Google is asking for employees to voluntarily work on air gapped machines. And let me introduce you to the concept of “synthetic data” for LLMs.
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It’s been… two weeks. Let’s check in on how Threads is doing. Streaming players continue to raise prices. Microsoft still plans on fighting for its prize. Are the incumbents winning the AI race? And the interesting startup that wants to use light instead of electricity in computer chips.
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Sony and Microsoft have made nice. Bitcoin ETFs continue to look like a possibility. How the Vision Pro is shaking up Apple’s org structure in a meaningful way for the first time since the Steve Jobs Era. And why Netflix’s recent turnaround have rekindled those perpetual rumors that Apple is gonna end up buying Disney some day.
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Elon has made good on his promise to share ad revenue with some big Tweeters. The fact that you can’t use Threads in Europe continues to be weird. Meta unveils a new AI image generator that they say is significantly smaller and better. Why AI is at the center of the Hollywood strike part eleven. And one choice Weekend Longreads Suggestion.
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Elon has launched his own AI company with some pretty big names involved. The FTC will appeal! Roblox is coming to Zuckerberg’s metaverse. Meta does plan to commercialize LLaMA. And a cool new “do a napkin sketch and have AI turn it into an actual work of art” tool.
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A big win for Microsoft leads critics of FTC chair Lina Khan to come out of the woodwork. Anthropic has released its Claude 2 chatbot. Say hello to the Nothing Phone (2). And while the market caps of the big players might have been boosted by AI, might the need for on premises AI lead to a unique opening for the likes of Dell and Hewlett Packard Enterprise?
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Could Massachusetts pass the first meaningful anti-tracking law in the country? With social media in transition, what’s the lane for someone like Tumblr? Instagram is going after Twitter, but is someone coming for Instagram at the exact same time? And the sad state of affairs for video game history.
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Time to get worried about your Evernote files. Looks like Meta won’t have to leave the EU. OpenAI has a new product that people are raving about. More analysis of if AI can be useful to doctors. And I’ll tell you the one simple reason Threads has hit 100 million users so fast. The answer is right in front of us.
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It’s been my job for over a decade now to analyze the competitive landscape of the tech industry, and I’ve simply never seen anything like what Threads has achieved in less than 48 hours. Though, Elon is threatening to sue. Uber, DoorDash and GrubHub are suing NYC. Volkswagen is rolling out its self-driving cars. And, of course, The Weekend Longreads Suggestions.
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There’s only one story today. Threads. Threads. Threads. Has Threads already won?
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Chaos at Twitter emphatically did NOT take the 4th of July weekend off. Instagram’s Twitter clone looks like it’s going to take advantage of this chaos to launch now. The Reddit app apocalypse has happened. Oh, and the mods for Reddit AMA’s have downed tools. And how drone technology is disrupting the traditional Fireworks industry.
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Originally published April 2015
It’s part two of our Amazon founding story. How did Amazon come to completely dominate e-commerce? How did Jeff Bezos’ “Get Big Fast” strategy evolve? How and why did Amazon become the quintessential “dot com” and dot-com-era stock? The answers are within.
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Originally published February 2015.
Finally, the long-promised foray into e-commerce, starting with… not the first… but practically the first… player in the space… and ironically enough, the 800 pound gorilla in the space to this day. Amazon. Dot com. We examine Jeff Bezos, the man. We consider Amazon, the idea. We look at e-commerce, the concept. It’s interesting. It’s groundbreaking. It’s available with free 2-day shipping for Prime members. Just kidding.
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Second time the charm for Apple to close above $3 trillion? Google says it will remove news links in Canada. Meta will allow you to download apps directly from Ads. Self driving cars are giving cops more surveillance tape. And, of course, the Weekend Longreads Suggestions.
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Satya Nadella had his day in court. Looks like the FTC is finalizing its big case against Amazon. YouTube has advertisers asking for refunds. Big new interesting raises in the AI space. And ahead of the Fourth of July travel weekend, we may not have the autonomous driving we want, but maybe we can get the autonomous rental car delivery we deserve.
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Even in bankruptcy, even FTX is like, maybe we’ll hold on to these AI investments. Could Windows itself become a fully cloud product? Has Google canceled its AR project? How AI is making even Billy Bean look like old school baseball. And who needs a Mac Pro when you’ve got a perfectly good Mac Studio or even Mac Book?
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Checking in with the FTC vs. Microsoft case. Checking in with the effort to recover funds from FTX. What if OpenAI did its own Copilot? Would Microsoft be pissed? And reviews of the Pixel Fold include one reviewer’s unit dying after a mere few days.
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Well, this AI moment is only about 6 months old, but it looks like the mergers and acquisitions are beginning in earnest. Wait, we’re still worried about 5G interfering with airplanes? Amazon wants your local florist to deliver your packages. An Amazon/FTC kerfuffle we missed. And what are the OTHER Apple products we can expect in the next year or so?
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Find out more at ThePlayerslounge.io
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Are Canadians about to lose their access to news on Instagram and maybe Google too? More details about what that Apple headset will actually be like to use. The newest claimant to the supercomputer crown is about to come online. And, of course, the Weekend Longreads Suggestions.
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Well, I guess Elon and Zuck are gonna fight? Literally? New Stability AI. Xbox prices are going up. The visionOS SDK is out. A Motorola Razr Plus review. And why celebrities are racing to duplicate themselves using AI.
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Dropbox joins the AI bandwagon. Lots of news from Twitch. Netflix changes how it calculates its top 10. Mark your calendars for Prime Day. And what all the things Apple DIDN’T demo for their new headset might reveal about the directions in which the product could evolve.
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Spotify is thinking of bucking the “max” and “ultra” naming convention and might introduce “supremium.” What if FTX, the exchange, makes a comeback? One of the hottest sectors in VC right now is defense. And the story of how Meta is playing catchup when it comes to AI.
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No joke, this is one of my favorite episodes we've ever done. Eugene Wei was an early employee at Hulu, so we get some details on that company for the first time, and he also worked at Flipboard and Oculus, so we get some important context especially on the future of VR and the like. But the most fascinating stories you'll hear will be about Amazon, where Eugene was the first analyst in the strategic planning department. As you'll hear, Eugene had a unique perspective on Amazon's early strategy and business structure, almost a historically unique perspective... he could see month to month, how Amazon was built, what Amazon was trying to do, and why. This is such an amazing perspective on such an important company.
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Google does it again. For like the 10th time just since I’ve been doing this podcast. What is “it?” You’ll hear in a second. The whole Reddit thing is simultaneously seeming to calm down, AND heat up, largely thanks to Reddit’s CEO. Will we finally get a bitcoin ETF this time? And, of course, the weekend longreads suggestions.
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The every platform can be an ad platform too march continues. This time, it’s Uber. Intel drops the “I.” Google lens can check your skin condition. Another breakthrough in quantum computing. And why Apple bringing back the answering machine is a feature lots of folks, including me, are actually happy about.
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The European Commission might have just taken the first steps toward separating Google from its cash cow. Reddit’s CEO keeps saying not so soothing things. New Open AI and Meta releases for… AI stuff. Cybersecurity premiums are skyrocketing. Spotify has fully shifted its podcast strategy. And a look at the tech job market as AI takes over.
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The FTC has filed an injunction to block the Microsoft/Activision tie-up. Netflix is dipping its toe into live sports. Why Larry Ellison is thankful AI showed up on the scene. The whole Reddit situation came to a head partially cause of AI. And one guess why we’re about to get a new Beatles song.
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Why your favorite subreddit might be going dark. Why a16z opened an office in the UK. Why AI seems to be recycling the same few dozen jokes when you ask it to be funny. A new AI music generation tool. And the first reviews of the 15-inch Macbook Air.
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Kevin Scott is the current Chief Technology Officer of Microsoft. We talk about his entire career, how being an academic seemed to be his path before he transformed the ads system at Google. Then he revolutionized the entire advertising industry at AdMob; is credited by some people by saving LinkedIn from technical rot; and now, today, oversees Microsoft's efforts in AI, VR/AR all the future things. Fantastic conversation.
Kevin's podcast is: Behind the Tech
Originally Aired: May 2019
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Lots of juicy nuggets from a recent all hands over at Meta. Binance.US looks like it’s on the road to shutting down. The first trials of AI tutors for kids are happening. The self-driving revolution I’ve been waiting for seems to be happening. And the Weekend Longreads are happening. As always.
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So, the Binance case is already getting testy with some wild accusations flying in both directions. Twitch walks back some ad guidelines after only two days. WhatsApp is adding channels. Prime Video is probably about to add ads. Adobe will protect you from lawsuits if you use their AI tools. And how AI might have just extended Moore’s Law a bit.
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Maybe I was wrong. Maybe Apple does want to get serious about gaming on the Mac after all. Maybe I was right. Sequoia splitting in three IS about China after all. Samsung is holding an event at home for the first time in forever. And Matt Levine answers my questions about what now for Coinbase? Back to just trading bitcoin and ether?
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The SEC has officially sued Coinbase. Sequoia plans to split into 3 separate VC firms. Why did Apple announce a bunch of AI features yesterday but shy away from name dropping AI? And all anyone really cares about right now: two different hands on experiences with the Apple Vision Pro. What is this thing like to actually use?
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The Apple headset is called the Apple Vision Pro. It’s more expensive than people thought, but it was maybe more impressive than I expected. Oh, also, a new 15-inch MacBook Air. New OS versions and features. And the SEC is officially suing CZ and Binance.
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Originally published August 2014
Jan Brandt is a legend in the world of marketing. She singlehandedly led the famous AOL "carpet-bombing" campaign that put millions of AOL trial discs and CDs in everything from magazines to popcorn boxes to banks. AOL was able to leap to the front of the online pack, over competitors like CompuServe and Prodigy largely on the success of this campaign. Jan tells us how this strategy developed, the thinking that went into it and goes into great detail about what worked and what didn't. But she was also a very early AOL executive, so she is able to give us some fantastic background about AOL the company: its culture, its people and its visionaries–people like Steve Case. She takes us from AOL's beginnings, through its considerable growing pains (remember "America On Hold?") its rise to dominance in the dot-com era, and even gives us her perspective on the legacy of the AOL/Time Warner merger.
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A check-in with Elon and Twitter sees things pretty much as they’ve been for about a year now. Is Amazon about to release a low-cost cell phone plan for Prime members? Airbnb is suing New York City over a new law it sees as an existential threat. And, of course, the weekend longreads suggestions.
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Zuck tried to front-run the Apple headset announcement this morning. Amazon pays some fines. Apple is testing two new high-end Macs. Microsoft actually seems to be struggling when it comes to game development. And what happens to your crypto project, if you can’t get in touch with the one person in the project who has control of the keys?
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Big names in the AI industry are basically begging governments to regulate AI. But some people are wondering about their motives. The considerations the Biden administration is taking into account vis-à-vis AI regulation. New Garmin smartwatches. And why the Lovecraftian Shoggoth is the meme of the AI moment.
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As Nvidia joins the rarified trillion dollar market cap club, their recent announcements highlight why they’re truly the center of the current AI moment. ARM transitions to a comprehensive 64-bit platform. Hands-on with Meta's Quest 3 prototype. And those weird new CAPTCHA’s you’ve been seeing? Yes, AI is responsible.
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(Originally aired February 2017)
Gary Flake has been involved with search technology ever since he got turned on to this particular field in college. In this wide-ranging discussion, Gary lays out for us, basically, the history of search technology before Google, the impact of Google, and then, since he lived it, the notion of competing with Google. The reason why Gary can talk so in depth about all of this is that he was Yahoo’s Chief Science Officer in the early 2000s, when Yahoo, via the infamous project Panama, and other initiatives, attempted to keep Google from taking over the entire search market. And because, prior to that, Gary was at Goto/Overture, he gives us basically the entire story of the birth of paid search as an industry. The story of Google is about two miracles. The first miracle is the Google algorithm that essentially solved search. And the second miracle is paid search… AdWords, AdSense, all of that… which is essentially the greatest advertising machine ever invented. But, not a lot of people remember: paid search was actually invented, not by Google, but by Goto/Overture.
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When Larry and Sergey first met, they didn’t like each other much...
(Originally aired April 2017 in two parts)
BIBLIOGRAPHY:
In The Plex: How Google Thinks, Works, and Shapes Our Lives The Google Story How Google Works The Search: How Google and Its Rivals Rewrote the Rules of Business and Transformed Our Culture Googled: The End of the World As We Know It The Google Guys: Inside the Brilliant Minds of Google Founders Larry Page and Sergey Brin I’m Feeling Lucky: The Confessions of Google Employee Number 59 http://www.newyorker.com/magazine/2000/05/29/search-and-deploy http://archive.fortune.com/magazines/fortune/fortune_archive/1999/11/08/268521/index.htm
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(Originally published 01/04/2015)
So, I ran across this quote from Star Trek television producer Rick Berman. He said, “Without porn and Star Trek, there would be no Internet.” That’s a notion that I have to say really kind of rang true to me, in a tonge and cheek sort of way. I mean, it’s something you hear all the time. The idea that pornography leads the way with any new technological innovation. That Porn is some x-large percentage of the overall internet Do you ever wonder how much of the internet is actually porn? If it’s such a large amount then wouldn’t it be worth investigating how porn has shaped the web and the internet generally? That’s sort of the thinking that led me to begin thinking about this episode.
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We get our first look at how Google is integrating AI into search. You heard me warn you, but the most concrete example yet that Crypto VCs might be turning their attention to AI. WhatsApp is probably moving to usernames. The Weekend Longreads Suggestions. And, for this long weekend, Brian’s Book Recommendations.
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The whole Twitter Space presidential announce did not go well. Microsoft says Chinese hackers have burrowed into critical US infrastructure. Sony has a handheld gaming device, but a true descendent of the PlayStation Vita it is not. Quite. Has AI allowed a paralyzed man to walk again? And the world’s newest unicorn is maybe the most delightful interesting raise of the year.
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All the headlines from yesterday’s Build conference. The big Netflix password crackdown has begun. Did Elon buy Twitter to dethrone Fox News? Is an Uber/Waymo partnership the start of a beautiful relationship? And is Final Cut Pro on the iPad actually what everyone wanted?
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Apple continues to play nice with Broadcom despite hoping to drop them someday. The thing people warned about with these bluechecks happened yesterday. HBOMax isn’t cool. You know what is cool, according to David Zaslov? Max. And how Shareit became the world’s favorite file sharing app.
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Meta got hit by the biggest ever GDPR fine in Europe. A crypto project got taken over by hackers who voted themselves into power. The startup that wanted to dethrone Google is shutting down. The E-sports bubble seems to be popping. And what is it actually like to try to use Google’s new AI tools?
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Re-releasing this one, hopefully with improved sound quality!
The earliest days of Amazon with its earliest hire: Shel Kaphan.
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I didn't know the whole story of Sam Bankman-Fried. This book will do that for you. From our very good friend of the show Brady Dale: SBF: How the FTX Bankruptcy Unwound Crypto's Very Bad Good Guy
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OpenAI has launched an official ChatGPT app for iPhones and iPads. Android coming soon. The Supreme Court actually propped up Section 230, allowing it to live another day. Apple as an example of why companies are looking to keep the AI in house. And, of course, the weekend longreads suggestions.
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The first official ban of TikTok by a US state is here. Unskippable tv-like ads are coming to YouTube when you’re watching on your TV. How much can be recovered when a crypto project blows up? Why is Amazon so far behind in drone delivery? And how Apple’s forthcoming headset got developed.
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If you’ve been letting some of your Google accounts sit fallow, you better look into that cause Google is gonna start deleting things. Why some new top level domains have people concerned. Why tech companies are racing to put generative AI on your phone. And part two of the open source vs. centralized AI debate.
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The EU actually approved the Microsoft Activision acquisition so… what now? The IRS might finally allow us to file our taxes online for free. The EU passes the first crypto regulatory regime, but questions are being asked of their forthcoming digital Euro experiment. And an interesting raise allows us to take our first look at the Open Source vs. Centralized debate when it comes to AI.
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After some news about Apple testing M3 chips, it’s media day on the podcast. Wither Motherboard, as Vice declares bankruptcy. Netflix is cutting spending on its originals. Is the pivot to ads going to define the next stage of the streaming wars. And ad supported television is one thing, but what if we took that literally? Would you want a tv that has a second screen to show you ads all the time?
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Marc Tarpenning, along with Martin Eberhard, was the cofounder of Tesla Motors back in 2003. But before that, Tarpenning and Eberhard were also the cofounders of NuvoMedia, which produced one of the world's first ebook devices, the rocket eBook. So, for the first part of the episode, Mark recounts the story of NuvoMedia and then about 25 minutes in we begin the founding of Tesla, in my opinion, perhaps the most amazing startup story of the last 20 years.
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Yes, the Apple II is maybe more historically important than the Macintosh, at least for Apple as a company. I agree with the argument my friend Laine Nooney makes in their book: The Apple II Age: How the Computer Became Personal. Enjoy this deep dive into early Apple and PC history and then, BUY THE BOOK!
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Elon says he’s hired a new CEO for Twitter, and folks think they know who this person will be. The Claude chatbot has expanded so much you can now write entire novels with it. Seeing what Meta is doing with AI in ads makes me wonder about the future of all media. And, of course, the weekend longreads suggestions.
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Twitter finally rolled out encrypted DMs… or did they? More drips and drabs from yesterday’s Google event including an AI music generating tool that sounds pretty wild. Even the crypto miners are pivoting to AI. And why tech has warmed up to the concept of nearshoring.
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I’m writing this this morning before Google’s I/O, so I’m assuming that’s going to be the entirety of this episode. But who knows. Maybe I’ll be able to squeeze something non-Google stuff at the end. Join me in the time machine, won’t you, and find out. In the meantime, here’s what Sundar had to share with us today.
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More roiling questions about crypto and regulator enforcement. Nintendo’s Switch is getting long in the tooth. AI’s are coming to the Wendy’s drive through lane. An AI startup to protect against AI. And more of what we can expect from Google’s big day tomorrow.
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What to expect from Google IO. The big discord username switch. Sam Altman’s side hustle is launching a thing. But also a look at the regulatory issues his OpenAI is facing in Europe. And what if I told you an Ikea chair can short out your monitor. It’s weird, but it can.
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This is the crossover episode of when I went on the Big Technology podcast on Friday. We ask where the moat is in AI? And we celebrate Ed Sheeran if you can believe it.
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This is the book I've been dying for someone to write! This is how digital media happened for 20 years! Traffic: Genius, Rivalry, and Delusion in the Billion-Dollar Race to Go Viral. Yay to finally having Ben Smith on the pod!
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Apple earnings recap. A new, free code generating AI tool. Which, actually, lots of people are starting to ask the question: will open source AI actually come out on top in the AI revolution? And, of course, the weekend longreads suggestions.
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The regulators have not been sleeping on the AI revolution. Everybody wants to get in on the blue checkmark game. But this time, with actual utility. Airbnb now offers to rent out single rooms. Can ChatGPT out invest professional money managers? And the return of the flip phone. No, not a foldable phone. The flip phone from your youth.
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Google releases a new feature to put another nail in the password coffin. Malware merchants are using generative AI. A deep dive into what Bluesky is like right now. The best explainer of quantum computing I’ve ever seen. And how a Pixies song is breaking Google assistant and making people miss their wakeup alarms in the morning.
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Looks like that Hollywood strike inspired by AI fears is a go. Apple and Google want to set a new standard to prevent modern digital stalking. Pornhub is boycotting Utah. Mastodon is trying to make it less confusing to give them a try. And what is one of the biggest reasons companies are wary of giving generative AI a try?
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Gurman says the big Apple Watch OS overhaul is nigh. I can already tell you what the biggest tech IPO of 2023 is going to be. Are there signs tech earnings have turned or a corner, or, at least, have bottomed out? And why the AI revolution is behind the potential of a major labor strike in Hollywood.
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Another bonus episode from the Internet History Podcast. As promised, Mike Slade is back to tell stories from the period 1998 through 2004, when he was Special Assistant to Steve Jobs. Background details on the iMac, the iPod and the iPhone and more!
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Another bonus episode from the Internet History Podcast. I originally wanted to talk to Mike Slade about Starwave, the innovative company that launched some major names onto the web, including ESPN.com, ABCNews.com, MrShowbiz.com, and after an eventual sale to Disney, put together the pieces that eventually became the Go.com portal play. But Mike is one of those guys who has had such a varied and interesting career, I couldn't help but go into other eras of his career. The dude worked at Microsoft in the early 1980s. He worked at NeXT in the early 90s. And from 1998 through 2004 he was Special Assistant to Steve Jobs as he saved Apple as a company, launched the iPod and kicked into motion the modern gadget era.
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More signs that vital communications infrastructure is abandoning Twitter. Reddit is testing Discord-like chat channels. Big layoffs at Clubhouse. Microsoft exits the peripherals business after 40 years. And, of course, the Weekend Longreads suggestions.
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Meta reported earnings that surprised investors in the good way. But that doesn’t mean they’re backing off the Metaverse. Global smartphone shipments continue to plummet. Might congress ban children from social media? Amazon gets out of the health tracker business. And the interesting way that rejection of the Microsoft Activision deal is using a somewhat novel argument.
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The UK is blocking Microsoft’s Activision Acquisition. A quick rundown of Microsoft and Alphabet earnings. The new Mavic drone is a beast. Cruise has actually expanded its self-driving taxi service. And a look at the mounting pressure on Binance and CZ.
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Methinks Coinbase is orchestrating laying the groundwork for a showdown with US regulators. Slack rolls out Canvas, which seems pretty cool. AI Guardrails from Nvidia. A browser built for AI tools from Opera. And I delve into the whole story about that AI generated Drake song that has gone viral.
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Would you believe me if I told you there was more Twitter chaos over the weekend. More details on the Apple headset. Is ARM about to abandon its Switzerland strategy? Interesting data about how Netflix dominates TV watching. And sad data about the down rounds we can expect for the foreseeable future.
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Again, my Internet History Podcast interview with Chamath Palihapitiya of the All In podcast from 2016.
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Again, this is a republishing of my Jason Calacanis interview from the Internet History Podcast.
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More… I dunno… Twitter things are happening. Google is consolidating its AI efforts. We now have a hint about what that startup Humane might be creating. The US wants to get a jump start on 6G technology. And pour one out for BuzzFeed News.
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Are Elon and Microsoft fully at war at this point? Does Coinbase already have one foot out the country at this point? Is OpenAI careening toward a run-in with GDPR? And, Stability AI’s big play to compete with Chat GPT.
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That Netflix ad tier seems to be paying off. But it’s also the end of the road for those famous red envelopes. We’re about to see a foldable Pixel phone. More layoffs from Meta. More links in bio for Instagram. And forget data being the new oil. What if data was the new fertile farmland to be rented out to LLMs for harvesting?
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Is the AI revolution going to kick of a silicon revolution with a whole new generation of chips? Coinbase would consider leaving the US if it can’t get clarity from regulators. Is the Apple savings account the savings account for you? A look at Twitter competitor Bluesky. And what happens if you take GPT-4 and feed it back on itself?
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Hey everybody, back from Ireland, and man, the universe dumped all the news on me this morning. Google is rushing to add AI to search because they’re afraid Samsung is about to jump ship to Bing. More chaos at Twitter. Meta has to make nice with advertisers. Spotify seems to be abandoning it’s paywall podcast strategy. And is Apple’s Watch OS about to get its biggest overhaul ever?
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AWS has begun offering customers access to LLMs made by Anthropic, Stability AI, and AI21 Labs, as they look to be a neutral platform for generative AI features. WhatsApp is rolling out new verification and protection features, including defenses against SIM jacking and social engineering attacks. Twitter has just increased the character limit to 10,000 for Blue subscribers. And your weekend longreads suggestions.
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The stocks of Apple suppliers Cirrus Logic and AAC are down after reporting that iPhone 15 Pro models won’t have solid-state buttons after all. IBM is reportedly looking into selling The Weather Company, for quite a bit less than they paid for it in 2015. LinkedIn has new identity verification via the airport and stadium security service CLEAR. Ethereum has successfully completed its Shanghai, or Shapella, upgrade, letting users withdraw staked ether. And Warner Bros. Discovery has officially renamed HBO Max to just… Max.
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Elon Musk did a big spontaneous interview with the BBC last night on Twitter Spaces, but here’s two things that didn’t make the interview: Twitter appears to be working on generative AI for reasons yet unknown and Twitter Inc. doesn’t exist as a company anymore. Global VC funding for crypto startups fell to $2.4 billion in the first quarter of 2023, down 80% from an all-time high in 2022. Video game illustrators in China say AI image generators are causing them to lose their jobs. And Reddit moderators saying AI-generated spam is rapidly mounting as they brace themselves for a spam apocalypse.
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Alibaba revealed its ChatGPT-style bot, and mere hours later the Cyberspace Administration of China announced plans to require security reviews of generative AI tools before they’re released. The Winklevoss twins made a $100 million loan to their crypto exchange, Gemini Trust, after it failed to raise enough from outside investors. The FBI has warned against using any public USB charging ports. And YouTube has announced new Premium features and also announced the pricing for their NFL Sunday Ticket packagers and they’re not cheap.
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Twitter has stopped throttling tweets with Substack links in them, but only after Elon Musk denied they were ever blocked. About 270 US Apple Stores have held staff meetings about unionization risks in the past two weeks. A New York Times article about the environmental and economic impact of bitcoin mines has some crypto proponents up in arms. And the 2023 Dell XPS 13 is… fine. Just fine.
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Shenanigans from some Elon companies. Twitter looks like it’s blocking Substack. Not just links to Substack but even mentioning the name, the word Substack, in some cases. Oh, and Tesla employees apparently liked to view videos from your car and share them with each other internally. Last quarter was epically bad when it came to venture investing. And, of course, the Weekend Longreads Suggestions.
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More examples of chatbots hallucinating might lead to the first lawsuits. Did you know that you have a copy of the bitcoin white paper on your Mac right now? You don’t know it, but you do. I’ll tell you why. Substack is the latest to launch a Twitter clone. And why E3 had to die. It’s called direct to consumer, or, I guess, gamer.
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Sony might be developing a sort of PS Vita mark 2. Sad news of the death of a well-known silicon valley luminary. Meta says its not going to be left behind in the AI race. What happens if the kids aren’t keen on the Metaverse. And I sketch out an example of our grand theory of AI varietals.
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We’ve said before that Elon owns Twitter, so if he decides to change the logo to a Shiba Inu, you know, why not? Apple kinda sorta bites the bullet on layoffs. What’s going on with the Apple Weather app? Do we want universities to call the use of ChatGPT plagiarism? And data on the corporate takeover of AI development.
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The blue checks went away on Twitter over the weekend. Or did they? More interesting details on those Pinduoduo app allegations. In a headline from 2019, Paris says no to e-scooters. And what does the recent move by GM say about the relationship between the car companies and the tech platforms?
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I can tell you E3 is officially cancelled this year, but I’m kinda thinking it might be dead for good. Bunch of stuff about Twitter and checkmarks. Italy has temporarily banned ChatGPT. Some of the signatories of that AI letter are having second thoughts. And, of course, the weekend longreads suggestions.
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Wait, are we NOT going to see the new Apple headset at WWDC? Twitter’s new API tiers? Ads are coming to Bing Chat. Is Elon Musk guilty of laundering his grudge against OpenAI through AI concern trolling? And is TikTok creating more one hit wonders?
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Over 1,000 big names sign a petition urging a pause on AI development. What analysts think AI could to for or to the economy. North Korean hackers allegedly have a new trick. And did you know ByteDance has an Instagram rival? Well, it looks like they’re putting the pedal to the metal on that.
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I titled an episode last week “Twilight Of The Blue Checks.” Well, today is the sequel, “Rise Of The Blue Checks” cause starting April 15, you’ll have to be a blue check to appear on Twitter’s For You tab. Also: the feds go after Binance. Disney cuts its entire metaverse unit. And the UK cancels its NFT.
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Looks like the short, sharp, SVB saga has reached the beginning of a conclusion. Twitter source code has been leaked. The doubts inside Apple about the upcoming mixed reality headset. Why has no one presented any evidence for why TikTok might need to be banned? And, again, will generative AI lead to a physical robot revolution?
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Robert from Rownd shares his most recent investor update live and in real time, so you can hear how these things go.
Also, want to learn more about Rownd? From Robert:
Demo site: https://demo.rownd.com. Try out Rownd! We put Rownd into a webflow site to show how easy it works! Sign in with google or email, add biometrics (if you choose), create a wallet, and get an NFT!
Do you have a mobile app or eCommerce company? Reach out at [email protected] or sign up at https://app.rownd.io. We offer all podcast listeners 2 months free + 50% off for a year! Just email me!
Have some feedback? Grab some time with Rob: https://calendly.com/rob-rownd/mutant-podcast-army.
Try a few Rownd customer sites to see the experience!
https://stardust.app (mobile experience)
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Twitter is finally sunsetting its legacy verified program. OpenAI rolls out ChatGPT plugins. Do Kwan has been detained and is facing formal charges here in the US. The FTC’s “click to cancel” proposal. And, of course, the weekend longreads suggestions.
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Coinbase got a Wells Notice, which is not good. Hindenburg research has a new note out and is making short run on Block, which is not good. Apple might expand its sports streaming and release more things in actual theaters. And the space startup that 3d prints its own rockets.
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Well, we’ve got Google Bard. We’ve got a new Copilot from GitHub. Bing Image Creator is rolling out. Mozilla AI launches. The low hanging fruit that is plugging AI into NPCs to make games more realistic. And at the very end, some actual non AI news!
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Ahead of a major showdown in Congress this week, TikTok wants the US to know exactly how popular it is. Why ChatGPT was shut down for a while yesterday. Why Google is suspending PinDuoDuo from the play store. The AI powered doctor’s office of the future. And is Andy Jassy the David Moyes of Amazon? If you get that reference, congratulations.
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New bots to make video from text prompts. Fending off the bots from biting your style. Falling in love with the bots. In the streaming wars, the ad supported experiments are working, and pricing power is a thing. And the startup that says it’s about to introduce humanoid bots. Real, definitional robots.
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Amazon Kindle gets out of the magazine business. An ironically named PE firm is buying Porn Hub. Midjourney v5 is really mind blowing. And, of course, the Weekend Longreads Suggestions.
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For the first time ever, I had to delay producing this show so I could watch and cover and AI product announcement. Let me tell you about how Microsoft is bringing GPT-4, to basically all their most famous apps with Copilot. Looks like the potential for a TikTok ban is getting really real. And why folks are suddenly turning on OpenAI.
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GPT-4 is unveiled and it’s multimodal, and man, is everybody rushing to make use of this stuff. Alleged renders of Google's Pixel 8 Pro appear to show a mysterious new sensor. The state of the music industry in the streaming era. And Deadpool sells his phone company to another phone company.
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Those expected layoffs have come to Meta. AI tools come to Google Workspace and an API for Google’s PaLM language model. Seems like things have generally worked out with this Silicon Valley Bank aftermath. Microsoft laid off its AI risk team. Layoffs at Y Combinator. And a look at the standard that’s trying to keep over the air broadcast television relevant.
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Unless it affected you, you might have missed a huge tech story this weekend. But now that depositors to Silicon Valley Bank are being made whole, is the whole crisis averted? Tim Cook is pressing ahead with the Apple headset over the objections of Apple’s design team. And the varied and complex dilemmas of this new AI reality in two, somewhat oppositional segments.
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Cadre.com is revolutionizing commercial real estate investing.
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There’s really only one story right now. The troubles at Silicon Valley Bank and how it has literally everyone in the startup ecosystem worried right now. It’s a classic bank run, people. Plus, Meta is developing a Twitter clone. And, of course, the weekend longreads suggestions.
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Silvergate Capital is shutting down, so the crypto winter just got colder. Microsoft says the new Bing has crossed 100 million daily active users. Why TikTok is responsible for the new Spotify redesign. Can police grab your Ring camera footage without your permission, even if you’re not the target of an investigation? And looks like Stripe won’t be going public this year after all.
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Today, you might have heard about the latest Elon controversy where he criticized an employee, and then walked it all back. We’ll get into that. DuckDuckGo melds two AI tools together. A Large Visual Language Model that will help robots move around in the real world. I explain why I’m telling you about every new Generative AI advance seemingly every single day. And with Google officially announcing the date for I/O, is their headlong rush to release AI products the waking of a sleeping giant, or the second coming of Google+?
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TikTok launches a paywall, but it’s all about the creators. Salesforce has its own generative AI product. More layoffs coming for Meta. Another autonomous driving startup bites the dust. Why Twitter broke yesterday, and new speakers from Sonos.
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As Microsoft begins to integrate AI into its core enterprise and productivity products, are we ready for the scamming that AI is going to be able to produce? Details on forthcoming new iMacs. A checkin on Twitter. And why does Meta seem hellbent on ignoring what most people use VR for in the first place?
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Checking in on the state of the tech job market with Grupa.io.
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Everyone in crypto stops doing business with Silvergate. Brave search launches an AI summarizer. A look at TikTok's AI Bold Glamour filter. Maybe the Activision acquisition is going to skate through the regulators. And, of course, the weekend longreads suggestions.
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A ChatGPT API for business is here. Microsoft gives Bing those nobs and dials that I’ve been talking about. What are multimodal LLMs? New turmoil in crypto, this time around one of the big crypto friendly banks. How is it going in terms of social platforms diversifying into subscription revenue? And why the FDA has rejected Neuralink’s applications to begin human testing of brain implants.
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Decentralized social network Bluesky launches in the iOS App Store. TikTok adds wellbeing feature for families and kids. You know about eSIMs but say hello to iSIMs. Meta's entire four-year AR/VR roadmap. And I’m still banging the drum on laptops and smartphones where you can unroll the screen for more real estate.
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AI-powered Bing is now integrated into Windows. Elon wants to compete with OpenAI, a company he co-founded. Major financial institutions continue to back away from crypto while NFTs on the bitcoin blockchain are on the rise. The iPhone SE might not be dead. And how the LastPass debacle happened.
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Snap wants to go the route of the movie Her, with a personified chatbot inside of Snapchat. Interesting layoffs at Twitter. Yes. More. Inside Apple's Exploratory Design Group. The best AR glasses we’ve seen yet. And, right on schedule, here come the prompt engineers.
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Is the DOJ about to sue to stop of Adobe’s acquisition of Figma? Confirmation of the lower end mixed reality headset from Apple due next year. A reporter used an AI-generated replica of a voice to bypass the voice verification system of a major bank. And, of course, the Weekend Longreads Suggestions.
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Coinbase wants to let a thousand Web3 flowers bloom by launching its own Layer 2 network. The new iPhone specs have leaked. Apple might have made a breakthrough in blood glucose monitoring. Satellite telephony continues to be a busy space, weirdly enough. And reviews of the Galaxy S23 lineup.
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This chatbot AI revolution has hit a major roadblock in China. What does it mean if science fiction publications are up in arms about AI generated content? Spotify has a new AI powered DJ. Uber has a redesigned version of its App. And why is Microsoft showing you ads for its products on other people’s websites?
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Microsoft tries again to convince people it won’t hoard Call of Duty as an Xbox exclusive. Linux now plays nice with Apple Silicon. Chrome swears it will play nicer with your battery life. Verified everything is officially now a trend. And does Apple have a strangle hold on Gen Z?
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The US is suing Terraform Labs and Do Kwon. The UK is investigating rumors that Google paid Apple NOT to spin up its own search engine. Susan Wojcicki stepping down as YouTube CEO is a major end of an era. And, of course, the weekend longreads suggestions.
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Microsoft is revealing what it’s learned from us poking around on the new Bing. It seems that once developers begin using generative AI to code, they DO keep using it. Apple has postponed its headset announce to WWDC. Banks are shying away from crypto exposure. And after 16 years, border control is finally making use of NFC technology in passports.
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More signs the chat bots are maybe a little undercooked, and whooo doggy. Wait until you hear what I mean. Some datapoints suggesting the faddish nature of these new tools. And wait until you hear the possible reason you’re seeing Elon’s tweets all of the sudden. This is maybe the pinnacle story of the whole Elon/Twitter saga.
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People are saying Elon is showing you his tweets whether you asked to see them or not. More fodder for the charge that these chat bots are being rolled out quick and dirty. More fodder for the charge that US regulators are fencing in crypto. TikTok is trying to court the olds. And Amazon’s autonomous shuttle service his hit real world roads.
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Binance’s stablecoin seems to be dead, but with regulatory questions swirling around Paxos, I’m wondering if all stablecoins might about to see a rug pull. Tons of uncertainty swirling around the metaverse all the sudden. Can the metaverse still happen if all of its funding get pulled? And are all of these AI tools being rushed to market in embarrassing ways?
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More job cuts at Microsoft make me wonder if the HoloLens is still a thing. But also, we have data to explain why Apple hasn’t done layoffs yet. More AI chatbot announces coming fast and furious. But the other kind of bots, actual mechanical robots had their biggest year ever last year. And of course, the Weekend Longreads Suggestions.
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Feel free to tweet your manifestos now as Twitter Blue subscribers can tweet up to 4,000 characters. Is the Fediverse failing or doing just fine, thank you very much? Is the SEC about to put the kibosh on crypto staking? Forget eggs, the real inflation is in triple A video game titles. And if the whole web becomes bot content, what do we train the bots on?
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Microsoft unveils a new Bing search that basically moves the yardsticks down the field in terms of what chat can do. But Google continues to drip-feed new tools as well. Also, some more traditional but useful additions to Google Maps. The UK might force the divestiture of Call of Duty to allow Microsoft to buy Activision. And if the Bank of England does a digital pound, it signals it might not do it on the blockchain.
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Bored of phone and gadget launches, well prepare yourself for AI product launches, cause we’re getting a bunch of them starting now, this week. Meta is trying to revamp Horizon Worlds. Twitter is struggling to get people to pay up. But that doesn’t mean Mastadon is continuing to grow. And can you trick ChatGPT to do things it doesn’t want to do by threatening to kill it? Say hello to AI “jailbreaking.”
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Is Apple considering launching an “Ultra” version of the iPhone as soon as this year? Have the good Twitter bots gotten a reprieve from Elon Musk? Is the Microsoft/Activision merger toast because global regulators are coordinating? And might regulators look askance at all these generative AI investments from the big cloud computing platforms?
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Earnings wrapups from Alphabet: investors just want to know when the AI is coming. From Apple: they’re still not planning any layoffs. From Amazon: Look, AWS is still a beast. And in the Weekend Longreads suggestions: the startup that wants to bring back the Dodo, Jurassic Park style.
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Meta singlehandedly bucks the narrative that it’s the sick man of Silicon Valley. Twitter is cutting off free access to its API. ChatGPT launches a product, and is Bing search getting GPT4 in like, a matter of weeks? Discord is coming to Playstation and the wrapup of yesterday’s Samsung event.
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You think things are bad in your corner of the tech sector? Wait until I tell you about the memory chip industry. OpenAI releases a tool to let you check if something was created by OpenAI. Netflix might be going a tad overboard on this password sharing crackdown. Meta wins round one against the FTC. And the interesting new app from the founders of Instagram.
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Today, some weird headlines from the world of gaming. Is VR gaming a big nothingburger for gamers themselves? Is E3 dead as a gaming industry event? Stripe is apparently raising a pretty significant down round. And the first Level 3 autonomous driving platform to receive regulatory approval belongs to Mercedes-Benz.
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Après ChatGPT, prepare yourself for the generative AI deluge. Amazon says the free lunch for grocery delivery is over. More speculation about foldable iPads. San Francisco wants Waymo and Cruise to pump the breaks on their self-driving car experiments because the actual cars have been literally pumping the breaks too much. And my wager on whether or not 2023 will actually go down as the year that AI breaks through.
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What can make Buzzfeed hit our headlines two days in a row? How about jumping on the ChatGPT bandwagon? Amazon is apparently launching a major NFT project, like it’s 2021 or something. Is Stripe going to be our big tech IPO savior? And of course, the weekend longreads suggestions.
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I get all metaphysical about where the tech industry is going right now with a record slowdown in smartphone shipments, Masa Son seemingly misplacing his investing shoes, Meta and Buzzfeed joining forces to stave off irrelevancy, and universities offering degrees in AI for the first time. Oh, and are you SURE you want to spin up that Mastadon server?
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I’m gonna tell you why I think the latest antitrust suit against Google might be the most important one in terms of the overall tech ecosystem. And maybe the biggest threat Google is facing. Twitter reverses another thing they shouldn’t have broken in the first place. Why aren’t folks paying ransomware ransom as much anymore? And why are consumers not keeping their smart clothes dryers connected?
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Alright. It’s on. Mark Gurman has literally all the details on Apple’s forthcoming mixed reality headset. The DOJ might already have sued Google by the time you hear this. Amazon adds subscription prescriptions as a service. And it turns out that AI CNET used was good at… plagiarizing.
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More tech layoffs, and why I’m suggesting we might only be in the early innings of this tech retrenchment. Big Wall Street banks are coming for PayPal and Apple Pay. TikTok might be putting it’s thumb on the scales to favor certain content. Would you pay $42 a month for a ChatGPT Pro plan? And how far has Apple Silicon come, exactly.
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Now Alphabet has monster layoffs to announce. How much of it is about getting Google ready to battle OpenAI? More Twitter bans, but this time, the bans are for all 3rd party clients. The big executive shakeup at Netflix. Genesis officially files for bankruptcy, and in the Weekend Longreads Suggestions, the reasons why the humble pizza box is one of the worst designed products in existence.
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Brian's Episode on the Metacast podcast!
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Is Genesis finally on the verge of bankruptcy? Instagram wants you to take a break… from Instagram… and they’re even giving you tools to do so. Frowny-face for Amazon for shutting down the AmazonSmile program. Wikipedia gets a big redesign. Some numbers on where the investor dollars are going right now, and is San Francisco back, baby? Maybe cause I’m coming to visit.
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The original HomePod is basically back, even though it’s not the original cause it’s been updated. Apple’s AR/VR plans continue to be maddeningly confusing, at least to me. Microsoft has announced huge layoffs. Does even the AI revolution require human moderators working in boiler-room like conditions? And I guess we have all the specs for those new Galaxy phones about to be announced.
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New Macs and New M2 chips from Santa Tim this morning. Microsoft has made its Azure OpenAI Service generally available. But will lawsuits slow down the AI revolution? Is Google about to reveal its own AirTag-like product? And the law of if it’s too good to be true, it probably is, continues to hold, at least when it comes to hard drives for sale on Amazon.
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Our big AI discussion with @ReamBraden and @swyx.
Shawn just posted this new essay drawing on what we discussed here:
Every Google vs OpenAI Argument, Dissected
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The SEC just officially labeled two crypto lending programs as unregistered securities? Is the regulatory tsunami beginning? Did Tim Cook actually ask Apple to cut his pay? Did the nascent industry of carbon capture just take its first steps? And in the longreads, I go in depth to explain that weird OpenAI/Microsoft deal. It’s complicated.
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Is Apple finally ready to bring touchscreens to Macs? Sam Bankman Fried has a Substack. Apple Maps courts businesses. Is Twitter going to auction off user handles? And what tech publication that I quote from all the time has been using AI to write entire articles for months now?
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Yet another software snafu with the airlines this morning. Apple’s about to do its own screens, its own modems, what is left? Twitter makes a change that they’ve tried to make several times before. Why all the interesting raises are in AI right now. And what to expect from the Surface Duo 3.
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Well, now there’s VALL-E, a text to speech technology that could fully replace me as this podcast narrator. It looks like Microsoft wants to do everything just short of buying OpenAI entirely. More layoffs at Coinbase. Why the whole 5G interfering with airplanes thing still isn’t resolved. And not everything that says it’s ChatGPT, is really ChatGPT.
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Mark Gurman tells us when Apple’s “Reality Pro” headset will be announced, made available to developers, and made available to consumers. Valve’s Steam gaming platform is breaking records. John Deere will let you repair your hundred-thousand-dollar smart tractor. A literal ThinkPad for smartphones. And why one big buzzword was largely missing from CES this year.
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OpenAI is raising more money. Apple’s headset launch might be delayed to the summer. But no worries, cause HTC unveiled their 099 Vive XR Elite headset to beat them to the punch. And that leads us into the CES wrapup for day two, including, the most interesting two laptops I’ve seen in a very long time. A true smarthome solution if you care about power. And the new electric trucks that have turned my head.
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Amazon’s layoffs are bigger than we thought. Meta’s new fines in Europe could be a way, way bigger deal than you might think. Apple is brining AI narrators to audiobooks. And a roundup of cool CES stuff. Sony and Honda have a new electric car brand. The first truly wireless TV. And a solar powered watch band means you might never need to charge it.
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Is Microsoft gonna steal one on Google by bring ChatGPT to Bing search? What is Bonk, the new crypto coin posting monster gains this week? Is Apple bringing MagSafe charging to everyone, even Android users? Roku is launching its own TV sets. And how you could get a check in the mail from Tim Apple for those wonky keyboards.
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CES kicks off with Intel detailing it’s new 13th gen chips for laptops. A big PyTorch warning. Why that whole Southwest Airlines mess happened. Layoffs are a problem for tech startups, but the number of tech workers is still growing in a healthy way. And pour one out for 3G technology.
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Wait, why are Alameda-linked wallets coming back to life all of the sudden? If you do things with a DAO that are technically allowed by the DAO, can that still be market manipulation? What if Amazon or somebody else created an ESPN for the streaming era? The most successful publicly traded tech stock of this miserable year. And somebody tell Mark Zuckerberg about what you can really do with modern avatar technology.
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Not an exchange blowing up, but is one of the biggest crypto projects in recent years losing developers and maybe entering a death spiral? More supply chain worries for Apple in China. More concerns about the accuracy and efficacy of our new AI bot overlords. And heads up about the new tech hotness from China. Say hello to Temu. It might be responsible for some of the presents you unwrapped recently.
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SBF is in the US just in time to see two of his lieutenants have flipped on him to the Feds. Twitter rolls out Cashtags that are actually useful. ChatGPT lead to a “code red” at Google. Justice is coming for those expiring car warranty robo callers. And, surprise, the weekend longreads suggestions.
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A new prediction for 2023, the sports streaming wars. What’s with all the weirdness going on with Anker’s security cameras? Is Apple going to cancel the iPhone SE? Is the Google/Facebook ad duopoly over? And an interesting raise for a deepfake startup.
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Amazon settles two EU antitrust cases. An old crypto mystery resurfaces and dormant wallets spring back to life. TikTok will tell you why they recommended that video. Is growth at Mastadon a flood or a trickle? And Coinbase is now worth less than Doge.
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I dunno. Is Elon not the head of Twitter anymore? He posted a poll, people voted for him to step down. Who knows? I’ll give you the tick tock of what went down this weekend. ? Apple has canceled work on an M2 “extreme” chip. Google goes all in on encrypting Gmail. Why is everyone all in on encryption all of the sudden? And don’t worry, Meta is still all in on the metaverse.
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Emergency bonus episode! Is this the moment for Twitter alternatives? T2.social is one of them and the founder of that project, @gabor, joins us to kick it all around. So does our friend Alex Kantrowitz from @BigTechnology.
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Elon Musk has once again proven that the flesh is weak because there’s a new Twitter controversy and I can’t help but tell you about it. Is it a good look when the accounting firm writing reports to prove crypto companies are solvent says it will no longer work with crypto companies? Is Netflix’s ad-supported tier not signing up as many eyeballs as advertisers hoped? And, of course, the Weekend Longreads Suggestions.
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I’ll get into the whole Twitter banning private jet tracking accounts thing, but use that to explain how and even if we’re going to cover this whole Elon/Twitter story going forward. Is mobile gaming the latest domino to fall in this year of “line also goes down?” A new consortium hopes to make mapping data better. And let me introduce you to the Battery Belt, every bit as important as the whole onshoring the chip industry trend.
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Apple is going to allow third-party app stores, but only in Europe for now. Your Tesla is now a full-fledged gaming rig. Instagram is testing a full-fledged BeReal clone. Has Twitter stopped paying its bills? And there is now actual US legislation to ban TikTok.
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SBF is under arrest. The Feds have charged him. The SEC has charged him. The CFTC has charged him. CZ continues to try to reassure Binance users over withdrawals. I think it’s time I update you on the health I’m seeing of the Twitter platform. And what is “open source” intelligence and why is the US behind in this modern type of spycraft?
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Xiaomi has released its newest flagship smartphones. A bunch of worrying headlines surrounding Binance. Twitter Blue is back. Have scientists finally made a major breakthrough in fusion energy tech? And why Google is hesitant to release its answer to ChatGPT.
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What were the biggest stories of 2022? What will be the biggest tech stories of 2023?
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This is going to make the situation in the gaming industry downright chaotic. The FTC has sued to block Microsoft's $69B Activision Blizzard acquisition. Sam Bankman Fried says he’s going to testify, under oath, before Congress. Why the salute emoji is hands down the symbol of the year 2022. And, of course, the Weekend Longreads Suggestions.
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Apple is going back all in on privacy in a big way with Advanced Data Protection. I’ll explain. Did Sam Bankman-Fried also kill Terra and Luna? A look at those magic avatars from Lensa that everyone is using for their profile picture all of the sudden. And the winner for the most post-pandemic product goes to Dyson.
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In an attempt to keep their acquisition of Activision… active, Microsoft wants to bring Call of Duty to the Nintendo Switch. That time SBF tried to give Taylor Swift $100M. She said no, apparently. You don’t have to give Telegram your phone number anymore. Mark Gurman rumor dump about the scaled back ambitions of the Apple Car. And yes. ChatGPT probably has Google over the classic innovator’s dilemma barrel.
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Is the government investigating Neuralink for animal cruelty? Why is Microsoft increasing prices for Xbox games? How much does it cost every time you ask ChatGPT a question? Is Meta really going to stop allowing you to post news links, or is this a bluff? And is that Arizona chip plant becoming a bigger deal every day?
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* “net returns” refers to the annualized internal rate of return net of all fees and costs, calculated from the offering closing date to the sale date. IRR may not be indicative of Masterworks paintings not yet sold and past performance is not indicative of future results. See important Reg A disclosures: Masterworks.com/cd
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Maybe put the breaks on an early release of that Apple AR/VR headset. And maybe pump the breaks on the AI excitement as Stack Overflow temporarily bans users from sharing responses generated by ChatGPT. A security issue at Rackspace. Are the Winkivii in trouble? And why has Sam Bankman Fried not been arrested yet?
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Mark Gurman has details on Apple ramping up development of its mixed-reality headset, targeting a launch next year. Elon has had to block his friend Ye from Twitter. Future is shutting down. Airplane mode might be a thing of the past soon. Is Nikola Tesla’s dream of wireless electrical transmission about to be a reality? And of course, the weekend longreads suggestions.
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A summary of last night’s Sam Bankman Fried show. Elon visits Tim Cook and maybe they buried the hatchet? Now OpenAI has released a chat bot. Neuralink says it’s going to start implanting into humans very soon. And Arizona is gonna get the good stuff when it comes to chips.
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The Covid lockdown at that Foxconn factory has lifted. The surprising strength of the smartwatch sector. The surprising failure of the Kindle Scribe. Gorilla Glass Victus 2. And Sony has an actual new idea for the Metaverse.
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Elon says he’s willing to go to war with Apple. Why now? Is Apple really threatening Twitter’s status in the App Store, as he claims? Where, exactly, is the money for Binance’s crypto recovery fund coming from? Amazon wants kids to get in on the generative AI game. And with all the explosion of AI tools, why aren’t we seeing more adoption of AI for the very tangible and very important use case of medical imaging?
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All of the protests erupting in China have, not only a definite tech angle, but might have been triggered by those lockdowns at that Foxconn factory. BlockFi officially files for bankruptcy. Binance attempts to prove its reserves. How to message yourself on WhatsApp. And how Minecraft might have led to a major new breakthrough in AI.
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Check out the extensive paper on LEO satellites and Internet from space at InternetSociety.org/techmeme
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Actual rioting happening at the major Foxconn factory that produces iPhones. Microsoft fully embraces Linux. Advertisers continue to flee from Twitter. What if your wifi router and mesh network was actually a fashionable home décor choice? And surprise! The weekend longreads suggestions.
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The contagion in crypto continues to teeter on a knife’s edge. Why were Sam Bankman Fried’s parents allegedly buying property in the Bahamas? Elon says Twitter is hiring again. Turns out the Alexa deathwatch is very real. And is Apple really the privacy company, or just like everybody else when it comes to ads?
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Ruh roh. Storm clouds gathering in crypto land again. This time it’s DCG and Genesis. The shocking CEO revolving door over at Disney. The surprising return of SwiftKey. What you missed this weekend in Twitter. And you’ve heard of Stable Diffusion; let me introduce you to Unstable Diffusion. Stable Diffusion but for porn.
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The great Anil Dash joined us to talk about... well, what do you think we talked about? But also, a broader discussion about the crazy year that the tech industry has had.
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I’m here with you all as we wait for the end of Twitter together. Unless it doesn’t die. In which case, I dunno. Masa Son is actually personally in hock to the Vision Fund now that all its investments have gone pear shaped. A weird end of an era for Facebook. It’s not about status updates anymore. And, of course, the Weekend Longreads Suggestions.
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The guy who handled the Enron bankruptcy says FTX is the worst he’s ever seen. Xbox gets full Discord integration. Apple’s plans for Major League Soccer are revealed. Evernote finds a forever home. A new Deepfake detector from Intel and supercomputing in the cloud from Microsoft and Nvidia.
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Qualcomm’s new Snapdragon chip. DuckDuckGo’s App Tracking blocker but for Android, the latest headlines from the two stories you know we have to hit, and what if I told you there’s a new startup that wants to do for home appliances, what Tesla did for automobiles?
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If you tell Elon he doesn’t know what he’s doing, you could get fired. Matt Levine looks into the abyss of the FTX balance sheet and finds the abyss staring back at him. Is the Alexa platform in danger? Nike still believes in NFTs. And what it’s actually like to use Apple’s Emergency SOS feature.
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Twitter still lives, at least at the time of this writing. But thousands more contractors have been laid off. CZ wants to start a fund to save crypto projects. Paging Jonah Hill to play SBF in the movie that Michael Lewis is shopping around Hollywood. Meta is exiting the Portal business. And a big review of the Meta Quest Pro is just downright befuddling.
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Just two big stories, as it’s been all week, but instead of ONLY giving you the latest, I want to try to sum up where I think we’re at as this week ends. What, I think, in the end, actually happened with FTX. And are we SURE Elon isn’t trying to tank Twitter on purpose? And, of course, the weekend longreads suggestions.
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More twists and turns in the FTX, SBF, CZ saga as the entire crypto sector continues to get rocked. I’d love to tell you what is going on with Twitter’s whole checkmark saga, but I don’t know, Elon doesn’t know, and frankly, by the time you hear this, it’s likely to have changed anyway. GitHub is getting into the voice assistant game. And Amazon becomes the first company to LOSE a Trillion dollars in valuation.
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The Meta layoffs are here and they’re brutal. But rumors are, TikTok is cutting back also. What even is the new Twitter subscription product at this point? Does anybody know? And if you look at today’s show title, and it’s just a bunch of gibberish, hopefully I can explain the big crypto blowup from yesterday.
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Why has FTX appeared to have halted withdrawals? Innocent explanation, or could we have another big crypto blowup brewing? What if Elon just says, screw it, and puts all of Twitter behind a paywall? What happens if NFT marketplaces stop honoring royalties? And why is Apple having a hard time with its design team?
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Looks like those rumors of massive Meta layoffs might be coming true this week. Covid has led to brand new iPhone shortage worries. Is Apple about to make it easier to invoke Siri? Airbnb has made it easier to understand the true cost of a rental. And this weekend in the Twitter Clown Car.
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The layoffs have begun at Twitter. And while Twitter might shutter its Substack competitor, Substack has moved into Twitter’s turf by launching a sort of discussion platform. DALL-E API’s are now available for you to use. What it’s like to use Netflix’s new ad-supported tier. And, of course, The Weekend Longreads Suggestions.
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Is TikTok still in danger of running afoul of government bans? WhatsApp gets Groups. Gmail gets package tracking. Instagram gets NFT minting. Patreon gets video hosting. Layoffs come for Stripe. Yes, there was some Twitter news too. And is the Adobe/Figma deal in trouble?
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We know when the PlayStation VR2 is coming, when you can pre-order it, and how much it’s gonna cost. What do you know? A bunch of news in the whole Twitter saga. The reality of the ransomware industrial complex. And an interesting new Mac app to help you remember everything you’ve ever done on your computer.
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Will charging for blue checks actually help Twitter monetarily or… frankly, any way, at all? Amazon has expanded ad-free Music. YouTube is bundling streaming services. Why Uber Eats is interesting inside of Uber earnings. And is it time to start worrying about Sony’s strategy with the Playstation?
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Just, massive wholesale changes at Twitter, including possibly making folks pay up for features. Pitty the poor tech billionaires who have collectively lost half a trillion in wealth this year. When the M2 MacBook Pros should be showing up. And what colors might you be blocked from using on Adobe products?
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Readocracy is restoring sanity to the world by making how you inform yourself count for something. Troll-free, bot-free, ad-free.
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Area man completes acquisition of social media platform. And now the fun begins? Amazon had bad earnings, but Apple mostly didn’t. YouTube is trying to be like TikTok too, but they’re giving their users options. And of course, the weekend longreads suggestions.
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(BOMB SOUND). That’s the sound of Meta’s disastrous earnings announcement yesterday. That’s the sort of insightful analysis you come to this podcast for. But also, Argo AI is shutting down. Google Cloud has a new blockchain tool for developers. And the Elon Twitter thing is happening. It’s really happening, people. Behave accordingly.
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Meta and Spotify both call Apple out on their recent App Store aggressiveness. Soft earnings from Microsoft and worrying earnings from Alphabet. Twitter seems to already be hemorrhaging its power users. LinkedIn fights its own bot war. And are unicorns back to becoming a rare thing?
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Apple tries to wedge the App Store vig into another market. Prices are going up for your favorite Apple services. Shutterstock is partnering with OpenAI cause if you can’t something them, join them! And what is the deal with Stage Manager on the iPad?
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Did investing in Chinese tech become a fool’s errand over the weekend? A deep dive on how TSMC is caught in the middle of all the things. Is Elon’s Twitter deal presenting systemic risk to corporate finance? Are M2 Mac Pro and Macbook Pro’s still coming soon? And Bono tries to justify putting that U2 album on your iphone.
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Talking this week's big week for AI, with Parker Thompson (@pt) plus@miguelisolano&@mignano
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I said Elon’s name five times in front of a mirror and the whole Elon/Twitter headlines came flooding back into our lives. Forbes alleges that they’ve caught TikTok doing the thing that everybody fears. What if I told you there was a third huge AI raise story to round out this week? And of course, the weekend longreads suggestions.
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The big Solana challenger had a terrible first day of trading. Previews of the new Thunderbolt standard. Reviews of the new Raptor Lake chips. Uber takes a page out of the New York City taxi playbook. And the first hands-on, quasi-review of Meta’s high end VR headset.
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Netflix actually beat on earnings and customer additions. Why their pivot to ads might actually be in line with their long-term strategy. Yesterday’s iPad releases were even more complicated, and stranger, frankly, than I told you. Bluesky is still plugging away on decentralized social media. And another monster interesting raise in the AI space.
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New iPad Pros and new Apple TV 4ks. Meta walks away from the Giphy acquisition. Layoffs at Microsoft. High attrition at Amazon. Mobileye is probably going to IPO at a significant discount than people hoped? And why I’ve been telling you that the energy in Silicon Valley is switching to AI startups.
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Looks like Ye, née Kanye West, is going to try to buy the social network Parler. A look at the Chinese export controls that could potentially force American executives to choose between their jobs and their American citizenship. Wait until you hear about the Mango Markets exploit. And what do you think is the global population of robots, right now? Today?
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We now know how much Netflix with Ads will cost; we think we know how many ads they have to show us to make up for the lost revenue. What is unclear is if people will watch that many ads. It looks like Zuck lied to us about having legs in the Metaverse. Something something, eventually every company becomes a bank. I’m talking about the Apple savings account. And, of course, the weekend longreads suggestions.
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Signal is phasing out SMS and MMS. Microsoft is sunsetting Microsoft Office branding. The SEC is poised to officially ban some Chinese hardware. Is AR not living up to its promise as a tool for soldiers on the battlefield? And would you ghostwrite tweets for prominent venture capitalists? There’s good money in it.
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Only two big stories really. We break down yesterday’s Meta VR event, including the new high end Quest Pro. But did Zuck show us anything that will get anyone excited about the Metaverse yet? And Microsoft’s Surface event had a lot of Surface refreshes, but was the big news actually their integration of DALL-E 2 with a new Designer app? The productivity space is hot…
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A whole bunch of things, including a major US bank getting into crypto custody, paying for Google cloud with crypto, Chromebooks made for gaming, the lack of anyone in the current slate of virtual worlds, the return of the cable bundle example 100, and did you know your Apple AirTags only last a year?
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There’s another huge crypto hack and I’ll give you two guesses as to what folks think the culprit is. The Twitter/Elon trial is officially paused. Meta can’t get its own developers to use their metaverse products. Maybe my dream of Death Star style anklebots is over. And, of course, the weekend longreads suggestions.
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All the headlines from the Made By Google event. Elon sure wants to avoid being deposed. Why a guilty verdict for Uber’s former Chief Security Officer could have broader ramifications in the tech world. And the new text to video AI systems, this time, from Google.
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Yes, we’ll get into the whole Twitter/Elon thing. Seems he wants the original deal again… or does he? Tesla is removing more sensors from their cars. The hugely problematic launch of Overwatch 2. And the tech angle to that whole Chess cheating scandal.
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The EU has made USB-C the charging port law of the land. Xiaomi’s new flagship smartphone with a 200MP camera. New Google Nest things. Is YouTube trying new ways to get you to pay up for Premium. And the big new robotics push in the world of… checks notes… retail pharmacy.
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Kim Kardashian has settled with the SEC over crypto promotion on social media. I continue to Wonder if, aside from TikTok, the biggest threat to Zuckerberg’s metaverse plans is actually Sony. The Supreme Court is gonna hear cases that could pierce the veil of Section 230. And the other social media law from Texas that Silicon Valley is fighting tooth and nail.
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NFT Struggles, Google Stadia And New Kindles with @aidanfitzryan and @ArtSabintsev
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Stop me if you’ve heard this one before, but Google is abandoning a major project, maybe it’s biggest cancellation ever. More cutbacks at Meta. Though one tech company is gonna test the IPO waters soon. Be a fly on the wall as Elon talks to everyone in Silicon Valley about maybe buying Twitter. And, of course, the Weekend Longreads Suggestions.
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Meta takes down an app that tried to strip out the cruft from Instagram (but also the ads). Bunch of new Maps features from Google. All the headlines from yesterday’s Amazon event, including a Kindle you can write on. And text to image generators are cool. But you know what’s really cool, text to video generators.
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On second thought, Apple is pulling back on iPhone production which suggests demand is not what they anticipated. Intel’s new 13th-Gen chips and new low-end GPU. Checking on the Elon/Twitter trial and the NFT market. And what to expect from this week’s Tesla AI event.
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Sam Bankman-Fried finally scoops up Voyager’s assets. Meta says Russia has launched the biggest disinformation campaign of the war. Nreal has finally brough the first real contender for the AR wars to American shores for the first time. And would you consider a Metaverse white paper from the sci-fi writer than inspired the very notion of a Metaverse?
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**Net est. returns for all realized and unrealized offerings is 15.3%, from inception through 6/30/22. See important Reg A and performance disclosures at masterworks.io/cd
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UK police make an arrest many believe is related to those recent Uber and Rockstar hacks. Will the iPhone get a design overhaul next year? Cloudflare’s interesting new Zero Trust SIM. Maybe the first copyright for that new AI Art stuff? And why AI is allowing Darth Vader’s voice to live on forever.
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Argyle is a BIM to Augmented Reality app for Heavy Construction. More at Argyle.Build
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If DAO’s are a modern, blockchain take on the corporation, I’ve got a big, worrying thing to tell you about them. Apple looks to cozy up to the NFL as Amazon seems to have found immediate success with Thursday Night Football. Fitbit takes a page out of the Oculus playbook, post-acquisition. And, of course, the weekend longreads suggestions.
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More gaming hacks. Instagram wants to stop unsolicited sending of nudes. Layoffs come for Meta in all but name. The end-run Google wants to do around Dolby. Getty Images bans AI art. Larry Page’s flying car startup is shutting down. And a review of the new Apple Watch Ultra.
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Twitch is the main character of the show today, for good and bad reasons. YouTube takes a serious swing at TikTok. Microsoft releases Windows 11's first major update. Nividia outlines its next gen GPUs. Can Helium make it as an MVNO? And Google does Google things!
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Now the hackers have come for the crypto market makers. Spotify gets into the Audiobooks game. Slack gets in on the whole productivity apps renaissance. Actual inflation is coming to the app store and 1 Euro apps will soon be no more. And the chat room that only opens its doors when your phone’s battery is about to die.
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Did the same kid who allegedly hacked Uber allegedly leak GTA VI gameplay over the weekend? Interpol drops a red ball on Do Kwan. iPhone 14 Pro users report their cameras literally shake when they try to take pictures. Instacart wants to break the tech IPO hex. And the bull and bear case for the Figma acquisition.
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Building the fundamental assets for the metaverse, with Treasury. If you want to learn more, contact me, or check out Treasury.space.
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Uber is investigating a breach of its systems that has caused it to take some of its most important systems offline. The White House has finally delivered that big “comprehensive framework” for crypto regulation. How did Amazon do with its NFL broadcast last night? And, of course, the Weekend Longreads Suggestions.
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Adobe plans to acquire Figma for the biggest ever private software company acquisition. Is this a sign of things to come in the productivity space? Happy The Merge Day for Ethereum. TikTok just copies and pastes a BeReal clone. And California launches the first lawsuit against Amazon that might have real consequences.
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Arrest warrants for those behind LUNA and UST. Anti-cheating technology comes to video games. Apple is going all in on 3nm chips and soon. Mudge’s testimony before Congress yesterday. A first hands-on with the new Playstation VR thingy. And the reviews for the iPhone 14 are out.
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Google does what it does best. Kills a product line. As the Twitter whistleblower testifies before congress, did extreme heat in California almost bring Twitter down recently? Amazon has updated the entry-level Kindle. And a review of the recently released iOS 16.
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One of those new Meta Quest headsets just happens to have been found in the wild. New Roku gear. Starbucks announces an NFT project. A spinoff Google Moonshot that might be the next generation networking gear. And is TikTok in the crosshairs again, and this time, not just for the US government?
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Is the US government about to legally curtail proof of work crypto projects? Intel’s big new GPU specs. Uber Eats signs a deal to get into the ankle bots business. What I believe is the oldest startup ever to be acquired by a tech giant. And, of course, the weekend longreads suggestions.
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Disney’s former CEO throws another lifeline to Elon Musk in his Twitter suit. Crypto folks are suing the US Treasury over an important crypto precedent. Why the current YC batch is still crypto heavy. A very interesting crypto raise. And a deeper look at the iPhone 14 Pro's Dynamic Island.
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All the headlines from Apple’s Far Out iPhone event. Not to be outdone, details on the next Google Pixel event and Meta Quest Pro events. Ring brings end to end encryption to all its hardware. And for the first time in history, an alleged cyberattack has led to a severing of diplomatic ties.
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Pretty high priority zero-day to tell you about. Is Binance about to upend the stablecoin market with its muscle? When your electrical utility takes over your smart thermostat. And how that rumored always on iPhone display might work in practice.
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Talking the state of Snap, Substack, and the creator economy generally, with @kyurieff, @simonowens, @MattNavarra, @corinne_podger & @BullishStudio!
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The iPhone install base has surpassed the Android install base in the US for the first time basically since Android began. Apple settled with a developer for the first time any of us can remember. Meta signs a VR chip deal with Qualcomm. The really good and really annoying bits of the new USB standard. And, of course, the Weekend Longreads Suggestions.
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At long last, an edit button has come to Twitter. Nvidia and AMD say the US has imposed restrictions on exporting chips for AI-related applications to Russia and China. How Apple is gonna handle its new holepunch configuration. Disney wants its own Prime. And an AI art-creation bot you can try, right now, for free.
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Huge, huge layoffs at Snap. Say hello to Apple Xcode Cloud Subscriptions. Say hello to “can’t be evil” NFT licenses. Forget foldable phones, I have a very interesting foldable laptop to tell you about. And if your crypto exchange fat fingered you $10 million dollars as a mistake, what would you buy?
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Elon looks like he’s grabbing onto the Twitter whistleblower as a new argumentative lifeline. The big new CPU lineup from AMD. Gopuff is borrowing money to buy some time. Why did Twitter shelve plans for an OnlyFans clone? And is AI about to unlock our ability to understand what animals are saying?
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Really, Apple? THAT is what you’re going to call your AR/VR glasses? I tell you what “that” is. A look at the passkeys Apple is bringing us soon. More deets on the Netflix ad-supported tier. WhatsApp’s super-app ambitions seem to be bearing fruit in India. And is it too late for Eminem and Snoop Dogg to save the NFT market?
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First up, we have @KevinTDugan to give us deeper insight into the whole Twitter whistleblower situation. And then, @KylanGibbs of @inworld_ai convinces me we are maybe closer to the Metaverse than I ever thought possible. TLDR: AI might really be at a tipping point.
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Forget 5G, T-Mobile and SpaceX are teaming up to offer Zero-G Services. LastPass has gotten hacked, but we think your passwords are safe. When we can expect the new VR headset from Meta to be revealed. Twitter puts podcasts in your feed. And of course, the weekend longreads suggestions.
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The Twitter Whistleblower is a big concern for Twitter, no matter what happens with the Elon stuff. Amazon zags slightly in its healthcare march. iPhone even official announcement. Ethereum merge dates officially solidified. Some new PCs from HP and what to expect from Nvidia’s next generation GPUs.
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A deep dive into that Twitter whistleblower, because the allegations are getting pretty interesting, and it turns out he’s a bigger deal than I knew. Apple is breaking it’s iPadOS release cadence. Fitbit has unveiled three new wearables. And why just deciding to bring the silicon industry back onshore is not as easy as just passing billions in subsidies.
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The former head of security at Twitter has blown the whistle on the company saying it was… crap at security. Instagram wants to clone Be Real. More details on the new Sony VR headset. Some eth here, some eth there, eventually brands are making real money on NFTs. And get ready for the biggest leap in smartphone camera tech we’ve seen in a while.
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Amazon continues to be serious about becoming your healthcare provider. Elon Musk is raising prices, I guess cause he can. Confirmation that Sam Bankman-Fried does indeed have a mountain of money. I continue to worry about stablecoins and contagion. And the kids are using FindMy as a new sort of social network.
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Looks like Evan Spiegel is retrenching in his dreams of making Snap primarily a camera company. Are we about to see the biggest Google Search algorithm change in years? Does TikTok effectively have a keystroke logger, and will this lead to more calls to crack down on them? And of course, the weekend longreads suggestions.
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Why the date of Apple’s iPhone event is interesting. Why Netflix will take away downloads for its ad-tier. Is the VPN built into iOS a lie? Streaming has finally slain linear television. Cameo will let you actually call celebrities. And does Mark Zuckerberg have no aesthetic taste?
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Cracking down on house parties as a service. Apple makes moves to diversify the supply chain. Another worrying datapoint from the semiconductor industry. Have the banks been using WhatsApp to avoid scrutiny from regulators? And can large language models make our dreams of robot butlers a reality?
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Was the Twilio breach really about hacking into Signal users? Apple’s serious about returning to the office. Tired: a global chip shortage. Wired: a global chip glut? Amazon says the FTC is harassing its executives. And how far can Uber go to raise prices?
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Galaxy Digital shows Elon Musk real reasons to terminate an acquisition deal. a16z is making its biggest ever single investment. You’ll never guess with whom. Snap has more than a million paying subscribers. Cable Internet is losing subscribers for the first time ever. And that time Apple tried to talk Facebook into creating a subscription version of its services.
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Smart money management for web3 organizations.
Find out more at Mesha.club.
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We speak today with Bloomberg Economics columnist Noah Smith. Are we in a recession? Are we in store for an actual shooting war with China? Is bitcoin due for one more big pump? Come for all of that, and stick around for Chris and I to hit some stories that fell through the cracks this week, like Google’s ad campaign against iMessage.
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Dutch authorities have arrested a developer related to Tornado Cash. But is there a grey area here that is a bit messy? LinkedIn seems ready to go all in on the creator and influencer economy. Apple seems to have confidence that there’s not going to be a slowdown in iPhone sales. And of course, the weekend Longreads suggestions.
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Disney embraces inflation because it kind of has to. How Facebook and Instagram are sneakily still tracking you, even after Apple’s ATT changes. The FCC has rejected SpaceX for a big rural broadband deal. And where the teens are hanging out online, these days. You kind of know the answer, but the data is still interesting.
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All the headlines from this morning’s Galaxy Unpacked event. Walmart wants to ad video to keep up with Prime. Spotify quietly begins selling tickets. And if someone sends you some dirty ETH, and you can’t block receipt of it, are you in trouble?
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WhatsApp rolls out privacy features. The battery icon returns to the iPhone. China is growing restless over its silicon industry. HBOMax will stop getting Warner Movies automatically. The really rugged smartwatch from Garmin. And the real reason Amazon is buying One Medical and iRobot.
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Masa Son takes another one on the chin, another record loss. The US Treasury is sanctioning a major crypto mixing service. Netflix Gaming is off to a good start or a terrible one, I can’t tell. One of the streaming services is biting the dust. And since we’re aware of the car industry data tracking issue, how much data is Tesla already tracking about your driving?
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Stashpad is the developer notepad. Devs! Download the app at Stashpad.com and help us finalize everything before the big launch!
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Our friend Alex Kantrowitz returns to my kitchen table for a crossover episode with Big Technology Podcast (subscribe here) to discuss whether or not Meta is going to see its promise land Metaverse? And are we in a recession or just a tech recession? Oh. And tips to survive plane travel.
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Amazon wants to acquire the company that makes the Roomba robot, or as it’s known in my family, Vrrrrooom. We finally know the legal arguments both sides are making in the Elon/Twitter case. Does crashing semiconductor demand prove we’re in a recession or not? And of course, the Weekend Longreads Suggestions.
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Apple is delaying releasing iPadOS 16 just because it’s trying to make Stage Manager not suck. I wasn’t imagining it… the majority of the crypto hacks this year have been because of bridges. Would you pay $50k to be a guest on this show? The new OnePlus smartphone. And I’m gonna let you guess what Google did. Again.
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Now the hackers are stealing crypto from individual wallets at scale. Robinhood makes a massive layoff announcement. Y Combinator is shrinking its summer cohort. I’ve found an actual use case for NFT’s and it is college textbooks. And, you know, an actual flying car you could buy right now.
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Seriously, what is it with crypto bridges? Why are they seemingly so easy to hack? New York cracks down on Robinhood. A bunch of Silicon Valley boldfaced names are going to be swept up into the Twitter/Elon trial. And if Chromebooks and gaming are suffering post-Covid hangovers, is Uber a post-covid Phoenix?
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Apple opens up Apple Pay a tiny bit. But again, from pressure from the Europeans. Meta is accused of abetting sectarian violence in another developing nation. A deep dive into the seeming demise of the entire e-scooter industry. How much good will the CHIPS Act actually do? And a review of the new Dell XPS 13 Plus.
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Matthew Ball comes on to talk about his new book: The Metaverse: And How it Will Revolutionize Everything. Then, Jason Del Rey @DelRey talks to us about how Amazon has been faring in the post-Jeff Bezos era.
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Even a weak earnings report from Apple can still break records. Instagram’s been in a stare down with the Kardashians, and Adam Mosseri just blinked. Congress just passed a ton of money to jump start domestic chip production. And, of course, the Weekend Longreads Suggestions.
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Meta has reported its first-ever YoY quarterly revenue decline. The FTC has moved to block a Meta acquisition, the first big regulatory move of the Lina Khan era. Google delays it’s cookie cleanup. Again. You’re not seeing things. There’s been a Gmail redesign. And DeepMind has solved one of the oldest problems in biology.
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I’ll wrap up the earnings from Microsoft, Alphabet, Spotify and Shopify. Proof that the cost of a data breach for companies is skyrocketing. What ever happened to the legislative crackdown on Big Tech? Inflation comes to the Metaverse as Meta is jacking up the prices on Quest headsets. And a big update to Google Maps.
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Is the SEC about to crack down on Coinbase? Why is Kylie Jenner mad at Instagram? Why are all the big tech companies mad at the leap second, of all things? And a deep dive look at what Amazon probably wants to do with its big healthcare acquisition.
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NFL+ arrives, and at the end of the show, we’ll take a deep dive into sports rights as the great free radical in the streaming wars and the evolution in sports in general. In between that, people accuse Sam Bankman-Fried of lowballing them. More details on the so-called Apple Watch Pro. And if I told you there’s a global shortage of fiber optic cable, would you be surprised?
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Saoud Kalifah of FakeSpot.com joins us to discuss what I guess we could call, the fake review economy. Chris made a compelling case for the new Browser Company browser Arc. I try to find my way to a Brian’s Unified Theory of what makes new social networks succeed.
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Well, things weren’t so rosy with Twitter earnings, and downright abysmal over at Snap. The Feds bring the first ever case for insider trading in the crypto space. Your next smart lock might draw its power from your phone as you use it. And, of course, the weekend longreads suggestions.
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Amazon is acquiring actual doctors offices. Facebook splits the newsfeed to make it more TikTok-y. Minecraft foreswears NFTs. The big tech platforms are pausing hiring now too. Did Tesla cause the crypto crash? And DALL-E 2 is now more widely available.
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Netflix reported earnings that weren’t as bad as even they had been telegraphing. So that’s something. The court case is already going against how Elon Musk hoped it would go. What’s up with everyone leaving Neuralink? And a deep-dive look at BeReal. Is it the next big thing or just the latest fad?
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Amazon is stepping up its war against bogus product reviews. Netflix is testing more crackdowns on password sharing. Slack is raising prices. ESPN+ is raising prices. But one streaming service is actually LOWERING prices? And mark your calendars, cause the Fall product launch season is upon us.
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Everything we cover is in a full vibe shift of… pulling back. Coinbase sent some eyebrows up over the weekend, but insolvency is off the table. Right? Right? Adam Newmann’s crypto startup is hitting the pause button. All the rapid delivery startups that flooded New York City last year seem to be done. Poof. And is Silicon Valley itself definitively shrinking?
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Ride Home Fund's latest investment: the smart ring/device controller ArcX! More at https://arcx.fit/
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Now the haircuts have come for Stripe, but they took theirs voluntarily. Who’s responsible for the big hole on Celsius’ balance sheet? Twitter wants to let devs make their own timelines. Will Amazon voluntarily exit the white label business. And, of course, the Weekend Longreads Suggestions.
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Celsius files for bankruptcy. Tesla loses a key Autopilot exec. Netflix chooses Microsoft for it’s ads partnership. Could TikTok be a long-term problem for Google Search? And the reviews are in for the new Macbook Airs with M2 chips.
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Twitter officially sues Elon Musk and by the sound of things, has decided to go to the mattresses. Has Apple officially cut ties with Jony Ive? Here come the tech mergers and acquisitions. How streaming has officially killed traditional tv by at least one measure. And an interesting new gadget. Nothing. I’ll explain.
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Liquidators say they can't find the Three Arrows Capital founders. The FTC will crack down on data-anonymization claims. Another smart home company decides to brick some of the hardware that people paid good money for. Hopin is the latest highflyer to fall to earth with layoffs. And what it’s like to work at Twitter right now.
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The famous stock market player Bernard Baruch once said, paraphrasing: Whatever men attempt, they seem driven to overdo. When hopes are soaring, I always repeat to myself that two and two still make four. The main purpose of the market is to make fools of as many people as possible. Today, stories of this lesson being learned by both major VC firms and Elon Musk. Oh, and how North Korean hackers infiltrate companies.
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Part 2 of the eBay story from the Internet History podcast.
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Apple has a new lockdown mode to triage a whole range of cyberattacks. Also, Mark Gurman has some details on that new, expected, “rugged” Apple Watch. Twitter is testing co-tweets. More details on the new version of Meta’s VR headset. And the weekend longreads suggestions. I’ll explain.
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Will regulators wreck the great gaming consolidation? Can the US bully it’s way to blocking China’s chip development? Are Dilithium crystals the key to saving crypto from quantum computing? And why the crypto crash has been a footnote for Wall Street. At least, so far.
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The Crypto Crash goes ever onward. Klarna is going on a realty tv show called, Now That’s what I Call A Haircut! The hackers have come for the Chinese surveillance state. The World Cup is going to have the robots call offsides. And Steve Jobs is getting the Presidential Medal of Freedom.
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From my original Internet History Podcast, the first of my two episodes outlining the story of eBay, in-depth, as I make the strong case that it was maybe the most important and overlooked startup of the Web 1.0 era. Part 2 of this story coming on Friday.
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Time for some deep analysis of the podcast industry. Is Spotify gonna take over all of audio? Is the blockchain useful for podcasting? What is the great Michael Mignano doing next, after leaving Spotify and Anchor?
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While I'm away briefly for vacation, here's a talk I gave at Google in December 2018 around the time my book came out. Just a condensed dose of my entire thesis of the technology industry's history from 1994-2006. Nothing much new if you've read my book, but if you want the cliff's notes version, here it is.
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One good thing about the crypto crash is you can get affordable graphics cards again. Layoffs come to the Metaverse. Samsung is producing the first 3nm chips. Apple wants you to pay for your gas without getting out of your car. Though, you’d still have to get out to pump, I suppose. And, bit of a surprise, the Weekend Longreads Suggestions.
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I joke its Groundhog Day, but if you’re a crypto billionaire, you probably want the repetition to end as much as anyone. Wait, is TikTok suddenly in trouble with the US government again? A new line of chips from Arm. Sony wants to play to PC gamers. And why Netflix doling out Stranger Things in portions is one of the biggest experiments being run in Hollywood right now.
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Why there’s a HUGE tech angle to the whole Roe V. Wade controversy. Google’s shutting down one of their chat apps, but even I can’t be bothered to figure out which one or why. Airbnb is permanently putting the kibosh on parties. And will StarlinkRV allow all of us to take off into the wild and still do our work?
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Are we in for the biggest deluge in new Apple products, maybe ever? Why, though, are the new MacBook Pros with M2 chips sporting slower SSD drives? Is your phone plan about to get more expensive? Is VC activity actually going down? How much should we worry about Tether? And something something, are DAO’s really that decentralized?
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No guest this week (though the great @EvanKirstel does show up at one point) but we covered a wide range of topic, mostly ones that have been under-discussed lately on the show...
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The fire sale on tech companies has begun. More big important hacks to be aware of. Another crypto bridge has been compromised. Amazon wants you to know about their AI coding tool. TikTok turns on the money spigot. And, of course, the weekend longreads suggestions.
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Would you want my voice to be the voice of your Alexa? An interesting raise that can change people’s vocal accents in real time. Instagram rolls out a comprehensive system to check ages on their platform. And is that new Brave search engine becoming a contender?
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News is new again, after Google does a size-able redesign. Copilot AI is available on GitHub, but is it worth paying for? Amazon unveiled some new warehouse robots, but is this partially because they fear running out of workers? The new Twitter Notes feature and why it’s increasingly likely that you’ll buy your next car online, even if you don’t buy it from Telsa.
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Did something happen while I was away? Sort of like everything crashing in crypto? Apple wants to kill the CAPTCHA for you. The first Apple Store has unionized. Is it fair that G Suite is no longer free? And is the Microsoft Surface Duo 2 actually… good now?
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Juna (heyjuna.com) replaces awkward lab visits with at-home STI testing and treatment. Another proud investment of the RideHomeFund. As ever, get in touch with Brian if you'd like to work with Juna directly.
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Some thoughts on what startup workers can do with their stock options (in this economy!?). DALL·E blows our collective minds. Considering the legacy of Internet Explorer. Thanks to @adam_keesling and @jnack.
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Elon Musk speaks to his soon to be employees for the first time at Twitter. Snap is testing a new subscription Snapchat. Microsoft debuts Defender for Individuals. Klarna is thinking about raising a massively down round. And of course, the Weekend Longreads Suggestions.
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Google says YouTube Shorts is keeping pace with TikTok. Meta plans to make Facebook more like TikTok in order to keep pace themselves. That new Sonos Voice Control assistant sounds pretty good to me. Why a bunch of folks are going to string internet cables under the shrinking polar ice. And why the Japanese are freaked out about Internet Explorer going away.
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Is a major crypto hedge fund about to blow up? How the Celsius network got in such hot water. YouTube lets you make corrections. Why Apple’s deal for Major League Soccer is such a big deal. And pour one out, definitively, for Internet Explorer.
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Adobe and Photoshop are leaning into freemium. Massive and controversial layoffs at Coinbase. Firefox is blocking stuff by default now. Meta announces more tools to make the Metaverse safe from trolls and worse. And why those pro features in iPadOS are only for iPads with M1 chips and above.
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All the crypt is down bad. Is DeFi lending platform Celsius to blame? More importantly, are margin calls coming for big Bitcoin bag holders, including Tesla? Jack Dorsey’s plan to leapfrog to Web5. Leaked images of the Galaxy Z Flip 4. Is your smart TV committing ad fraud? And why I’m pretty sure that Google AI bot did NOT become sentient.
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WWDC wrap up, @chrismaddern on @floornfts, and Brian talks about his Mac Studio experience.
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Time to refresh those Yao Ming and Verne Troyer Powerbook ads from the early ‘aughts. Could Meta not release its big metaverse hardware play for years? The NHTSA’s investigation into Tesla’s Autopilot seems to be getting serious. Speaking of Austin Powers actors, Seth Green ransomed his Ape. And, of course, the weekend longreads suggestions.
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Who needs a gaming console? Not Xbox, not anymore. Twitter is gonna give Elon the firehose treatment. Dell unveils some new XPS goodness. Apple does its own banking. More signs of the NFT market cooling off. And a popular developer tool is riding off into the sunset.
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The crypto world’s greatest supervillain looks like he’s joining the crypto bandwagon. Salesforce… (Salesforce?!) has jumped on the NFT bandwagon. Could Netflix buy Roku? How many layoffs has Silicon Valley seen thusfar? And a look at Apple’s big push into the passwordless future.
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TikTok now has avatars, to keep up with Bitmoji and Memoji. The SEC seems to be seriously probing Binance. The death of the lighting port really might be nigh. Bits and pieces that fell through the cracks from WWDC. And potentially a huge breakthrough in keeping your data encrypted and secure, but still usable and searchable.
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All the headlines from WWDC. All the new OS’s and a new MacBook Air with a new M2 chip, but I’ll save you the speculation. Nothing on the AR/VR front. More Bored Apes stolen. More posturing from Elon Musk that he might walk away from the Twitter deal. And is Netflix about to get into live sports?
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It’s increasingly looking like we might be approaching a tipping point in terms of driverless ride hailing becoming a reality. Twitter will let you set alerts for your name, among other things. Did Elon Musk order everyone back to the office to encourage some people to quit? What to expect from Monday’s WWDC kickoff. And, of course, the weekend longreads suggestions.
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Sheryl Sandberg is leaving Meta after 14 years. Who is Javier Olivan, who is replacing her as Meta’s COO? I’ll let you know. Why the feds cracking down on NFT fraud could have big implications. And Google’s doing that thing Google loves to do with its messaging apps. Again.
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The Surface Laptop Go gets a refresh. The Supreme Court has blocked that Texas social media law. For now. Twitter is really gonna take TweetDeck away from us? Really? And the really interesting new Android phone that attempts to strip every Googly thing it can, out of the Android experience.
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The new fastest computer in the world sees the crown return to the US. Will we not see Sony’s next-gen VR rig until next year? Ride hailing fares are reaching record highs as the players attempt to pivot to profitability. A new ride hailing entrant that lets you haggle on price. And a look at how Paramount is trying to go it alone in the streaming wars.
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A checkin with Rownd about what it's like to close a round right now, and what actually being on stage at YC Demo Day is like.
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Rownd helps companies register and retain more users through frictionless sign-in across all of their websites and apps, with a simple code snippet. We let our customers choose how and where authentication happens, killing the static login page forever.
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Microsoft is creating an HDMI dongle to turn any tv or monitor into an Xbox gaming console. Now the lawsuits are popping off in the whole Elon/Twitter thing. If even high profile startups like Substack are having trouble raising rounds, what does that mean for run of the mill startups? And, of course, the weekend longreads suggestions.
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Apple is attempting to fend off a unionization movement by… paying people more. That Broadcom/VMware deal is real. You can now pay close to $1000 for a Gucci Oura Ring. After a decade of declines, EV battery prices are going up. And the last payphone in New York City is gone.
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Seth Green has lost a film role… for his Ape. Cause he lost his Ape to a fishing scam. a16z launches their biggest ever crypto fund. Headlines from Microsoft’s Build conference. The e-bike that helps Ukraine take out Russian tanks. And a desktop grade Windows PC you could put in your pocket.
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Google Research says to Open AI: “Hold my beer.” They’ve announced a new AI-based text-to-image generator to rival DALL-E 2. Is the shocking earnings warning from Snap a result of Apple’s ATT changes or is this indicative of the broader tech slowdown? Google’s street view turns 15 with some new bells and whistles. And does Apple REALLY want you to repair your own iPhone, or no?
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Is a big mergers and acquisition wave about to hit the tech industry. I make the case from several different angles. AMD releases its next generation Ryzen chips. And a super interesting new startup in the Web 3 space. Is it game? Is it a fitness app? Can you earn money for moving? Yes.
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Friend of the show, Chris Dixon (@cdixon) of a16z's crypto and web3 investing initiatives comes on to talk about the recent report: 2022 State of Crypto. We got into all the things, using our favorite lens of tech history.
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A new high end Snapdragon chip. The Apple AR/VR headset has been demoed, but only 9 people got to see it in action. A YC backed startup is facing lawsuits related to the whole UST blowup. The feds will no longer go after good faith, white hat hackers. And, of course, the weekend longreads suggestions.
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A code red alert about vulnerabilities in VMware products. TikTok has a clever new program to crowdsource ad content from TikTok users. Oh, and they’re getting into games. FTX gets into regular old stock trading. The dreaded down rounds have arrived. And are there more Airbnb’s available in NYC right now, than there are apartments for rent?
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Apple is delaying its recent return to work policy indefinitely. If crypto mining is banned in China, how come it still the second biggest contributor to the global hashrate? Twitter’s board says it’s going to hold Elon’s feet to the fire. And the interesting raise for a startup looking to save encryption from quantum computing?
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Now Elon says he can’t move forward with the deal until he gets solid answers from Twitter about the bot issue, even though, we have the paperwork of his original offer and there were no contingencies about bot numbers, and he totally could have written that into the deal. Will Apple use E Ink on their foldable device? Coinbase is slowing hiring, while Microsoft is boosting pay. And a big test of driver assist systems says they’re still not as reliable as we all hope they are.
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Is Netflix about to experiment with actual live broadcasts? Where did all the bitcoin go in the whole Luna/UST backstop debacle? Spotify is testing NFTs. Uber Eats gets into the ankle robot delivery game. And the Texas law that has all of big social media platforms worried.
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Techpocalypse Now! W/ @EricNewcomer @loganbartlett & @alexrkonrad
How bad is it? How bad can it get? How do we get out of this?
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Ok. Are you sitting down? Would you believe me if I told you Elon Musk is giving signals that the Twitter deal might be off? Could we fix the whole stablecoin mess if we just turn it off and turn it back on again? The refugees from Meta’s failed crypto project have a new startup to call home. And, of course, the Weekend Longreads Suggestions™.
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Other algorithmic stablecoins are teetering. Meta is cutting back, even when it comes to the Metaverse. Could an Instacart IPO lead us out of this darkness? Disney’s streaming business is holding up. For now. And the AR demo that was the most exciting thing from the I/O keynote yesterday.
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All the headlines from Google’s I/O keynote this afternoon. The stablecoin fiasco has gotten rapidly worse. More carnage in tech stocks. Is Apple shifting to USB C for the iPhone at long last? And pour one out for the iPod, the product and brand that very much kicked off our modern era of gadgetry.
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A major algorithmic stablecoin has lost its peg to the dollar. More concerns of a slowdown as Tiger Global has racked up massive paper losses. Match Group sues Google. Has GDPR crushed the European app economy? Amazon engages mom and pop stores to deliver packages. And an interesting raise that is building the GitHub of machine learning.
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Watch iconic Broadway theatre rise 30 feet above the ground (Borat voice: MY WIFE!)
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Everything is down, not just tech stocks, but now crypto too. More signs of belt tightening and possible hiring freezes, this time from Uber. Twitter has avoided the overall market route thanks to Elon’s bid, but could the downturn effect that as well? Instagram launches an NFT pilot. And what to expect from Google’s I/O later this week.
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With Apple, Google and Microsoft all signed up to offer FIDO Alliance technology, are we about to hear about some big passwordless tech at all the developers conferences this summer? China wants the whole country to turn in their foreign made laptops. Fortnite is available everywhere, including iOS, thanks to Microsoft. And, of course, the weekend longreads suggestions.
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Elon gets some friends to join his Twitter deal. And does he expect to be Twitter CEO soon? A Google acquisition shows their metaverse aspirations. Sonos to launch a voice assistant. A hiring slowdown at Meta. How can there be need for layoffs at Cameo? And is anyone other than me and the US Government concerned about quantum computing breaking encryption?
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Uber is seeing rider usage return to pre-Covid levels. New, better flash storage. Twitter tests the ability to only tweet to certain circles. An interesting laptop and an interesting raise. And Spotify wants you to hang out, in Roblox.
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What do you know? Facebook got bored of something and left the market in a bit of a mess. The SEC seems to be staffing up to get serious about crypto. Apple accuses a rival of stealing trade secrets. And it seems like Meta wants to start getting those Metaverse enabling headsets in our hands sooner rather than later.
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The expected EU hammer is coming down on Apple. Yuga Labs’ latest project didn’t bring down Ethereum, but made it hella expensive. Bots DID bring down Solana. Again. A new book looks at why Jony Ive left Apple. And what the heck is going on with Google and it’s AI researchers?
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(The audio has been fixed in this version)
How was the web won and lost? If you had to do Web2.0 over again, what would you do differently? What is the future of Twitter under Elon Musk. All this and more from a huge crew of web 2.0 OGs. Check them out from 15 years ago on YouTube.
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Snap’s Pixy, is a new sort of done/camera hybrid. We wrap up tech earnings week with Apple and Amazon. I continue to wonder if the one click checkout space is all it’s cracked up to be. And of course, the Weekend Longreads Suggestions.
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Twitter reports earnings, for maybe the last time, publicly. Meta’s earnings weren’t THAT bad but that’s mostly because the set the table for it. Apple faces antitrust charges in the EU as soon as next week. Another country adopts bitcoin as currency. And would you like a dedicated metaverse room in your next house?
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Quick summation of Alphabet and Microsoft earnings. DJI is trying to prevent its drones from being used in the Ukraine war. Google has released tools to make it easier to spin up your own YouTube. Apple wants you to repair your iPhone yourself. And a deep dive into why autocorrect can’t ducking get it right sometimes. Ducking. I said ducking, which is the iPhone autocorrect version of that word.
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You did it, you crazy son of a bitch, you did it. You know what that’s referring to, of course. Fidelity lets you allocate some of your 401(k) to bitcoin. More Bored Apes got swiped. And with the F-150 Lightning actually shipping today, another glimpse at the precarious reality of the electric car revolution.
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By the time you hear these words, Elon Musk might already own Twitter. A big Java vulnerability. All of Mark Gurman’s expectations for the iPhone 14. Where and by how much, tech worker salaries are rising. And why the struggles at Netflix might lead to worse television across the board.
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Founder Alex Damianou tells us about OpenAxis, which tells stories with data. If a picture tells a thousand words, how many does a chart tell? Easily and beautifully visualize data with an accessible point-and-click, no-code, no-pivot-table tool.
Learn more about the Ride Home Fund.
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The great Julia Alexander (@loudmouthjulia) joins us to talk about Netflix's big earnings bomb, CNN+ biting the big one, and the state of the streaming wars.
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CNN+ only made it, what, 1/8th of a Quibi? There’s blood on the streaming wars dance floor. a16z’s new crypto research lab makes me feel like I have to start covering them like a startup or a conglomerate. More bad news for Meta: they’re way behind in the payments race in India. And of course, the weekend longreads suggestions.
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Ok. Funding actually secured, Elon? For real this time? A look at Tesla’s good earnings and monster margins. Unions are coming for big tech, it seems. A reckoning is coming for the lightning cable, it seems. And advertising in your console games is inevitable, it seems.
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Netflix shares crater after earnings, and the company might be turning to ad-supported streaming to eke out some growth. Coinbase’s NFT marketplace is live. Why crypto stocks are uncoupled from the underlying crypto market. Why the surge in zero days might actually be good news. And the tech bubble that would never burst. So far.
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Courts have reaffirmed the right to scrape the public facing web. We have some hints about how the Twitter edit button might work. Updates on the whole Twitter/Elon situation. Microsoft wants to bring in-game ads to Xbox. And a new startup accelerator you’re gonna want to put on your radar.
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Gergely Orosz of The Pragmatic Engineer helps us figure out the strategy and expectations of joining a high profile startup, vs. the expectations and reality of joining a FAANG company. Also: the perils and promise and best practices of joining a startup, vs. the perils and promise and best practices of joining a big tech company. Hopefully, if you are a tech worker, an engineer, a designer, what have you, there will be some valuable learnings for you. Oh, and Chris and I try our hand at Elon punditry.
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Twitter’s board is contemplating a poison pill to ward off Elon Musk. The US said North Korean hackers were behind that big Axie Infinity theft. Mark Gurman lists the Macs that are in line to get the M2 chips. And, of course, the weekend longreads suggestions.
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Well, he went and did it. Elon Musk told Twitter’s board he wants to buy the whole company. The bids for a Jack Dorsey NFT are anemic. A warning from the US government about industrial cyber-attacks. Meta’s entire metaverse product roadmap. And say hello to the new hottest social network among the kids.
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ESET and Microsoft helped Ukraine stop an attack on a power plant. Might CNN+ become a high profile casualty of the streaming wars? Elon Musk is facing a Twitter shareholder lawsuit. People aren’t happy that Meta’s metaverse vig is higher than even Apple dares charge. And, the new privacy-focused browser from Duck Duck Go.
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Meta rolls out a test to sell virtual items in Horizon Worlds. Ethereum takes a major step toward its proof-of-stake upgrade. Would you watch a Bored Ape movie? Apple has delayed a major feature for the Watch. Etsy sellers are on strike. And Netflix’s new two-thumbs-up button.
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By declining a seat on Twitter’s board, does that mean Elon has chosen violence? Plenty of signs of a mixed reality headset in the code of the next version of iOS. Meta tried and failed to design its own chip. China has decided to let some new games launch. And even if drone delivery is moving forward, is Amazon being left behind?
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MRGN.ai is all about intelligent budgeting for small businesses. Founder Yoni Rubin joins me to discuss the realities of founding a SaaS company in 2022, and much more. Another great company joining the Ride Home Fund portfolio!
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Some folks at Twitter are nervous about Elon Musk’s arrival, so he’s going to do an AMA to rally the troops. Twitter is testing unmentioning. Robinhood is fully rolling out that promise wallet feature. The increasing lexicon of euphemisms people have to use to speak freely on sites like TikTok. And, of course, the weekend longreads suggestions.
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The crypto dream might have died, but Meta still thinks the metaverse will need some for of currency. Maybe Zuck Bucks? OpenSea adds Solana NFTs. Shein is the world’s latest mega unicorn. Is Bolt pivoting from one-click checkouts to crypto payments instead? Legos in the metaverse. And DALL-E 2.
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I told you Elon had no intention of being a passive investor. Twitter says an edit button is probably coming soon. So, you know, that Elon, he gets things done. One-click checkout startup Fast is shutting down completely. A deep dive into how the new Unreal Engine 5 fits into Hollywood, fits into gaming, fits into the metaverse. And beware: “Will Smith” might come into your Elden Ring game and slap you.
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So much for that “passive” stake. Twitter has appointed Elon Musk to its board of directors. Amazon is gunning for SpaceX in the race to deliver internet from space. Some datapoints around the whole question of wash trading in the NFT market. And what if I told you there was ANOTHER wildly popular thing from the creator of Wordle?
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So, Elon Musk has taken a 9.2% stake in Twitter. I’d point out that the last time Twitter had an activist investor, it led to Jack Dorsey stepping down as CEO. Is drone delivery suddenly, and rapidly, becoming a reality? The nation of the United Kingdom is going to issue an NFT. And Mark Gurman’s math on how an Apple subscription would work.
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Justin Santamaria was once an Apple lead engineer on iPhone, where he created iMessage, FaceTime, the blue/green text bubbles and even unlocked emojis so people outside Japan could use them. Now, as cofounder of Future, he’s using text communication to pair people with a world-class trainer for unlimited coaching through their phone.
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E3 is officially cancelled this year, which is making people wonder if it’s officially dead and we just don’t know it yet. More signs of serious trouble in the food delivery space. Facebook has fixed a bug that let harmful content into the news feed for six months. And of course, the weekend longreads suggestions.
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Another day of all the hacking news. Now the hackers are forging Emergency Data Requests. Apparently there have been vulnerabilities in Wyze security cameras that no one bothered to fix. TSMC warns of a tech slowdown. Masa Son orders his lieutenants to slow down investing just a bit. And yes, burrito delivery by drone, but probably more impressive is FedEx getting into the drone game.
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I explain the (latest) biggest crypto hack of all time, this time affecting Axie Infinity. Meta is paying to dish dirt on TikTok. Changes to Google Calendar could kneecap a bunch of startups, while the DOJ is investigating Google Maps. And signs of difficulty in two red-hot startup sectors, the instant delivery sector, and the fast checkout sector.
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Sony’s answer to Xbox Game Pass is here. Spotify wants to TikTok-up your podcast listening. Have you ever gotten a spam text from your own phone number? Okta still has some ‘splaining to do. And forget AppleTV+, Disney+, I dunno… BobRoss+, how about NFL+? Isn’t it inevitable?
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Apple wins a best picture Oscar. Bigger camaras mean bigger bumps in upcoming iPhones. Urgent Chrome update you need to be aware of. You probably guessed that that person bugging you on LinkedIn might be faked. And Fashion Week, but in the Metaverse.
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Bloomberg's Mark Gurman comes on to dissuade us of our Apple delusions.
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Listeners from Ukraine got in touch to tell us what it has been like for one particular tech startup in Ukraine these last few weeks. From the founder of the company: Lemon.io, Alekskandr Volodarsky, @volodarik these are the charities he recommends:
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Will the new EU Digital Markets Act mean that all messaging could soon become as interoperable as email? Some serious smoke around the whole grand unifying Apple subscription fire. Why Instacart is voluntarily lowing its valuation. And, of course, the weekend longreads suggestions.
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Have we uncovered the hackers behind Lapsus$, that crazy new hacker group? Another crack in the App Store wall as Google unilaterally decides to test alternative payment systems? Uber is actually teaming up with the Taxi drivers here in New York City. And would you buy a 15 inch MacBook Air?
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Customers are getting frustrated with Okta over that potential Lapsus$ hack. Apple’s acquisition of an open banking startup is interesting. Yuga Labs is the (forgive me) 800lb gorilla of the NFT space. And why Zuckerberg’s personal remote work regimen might explain why he’s so obsessed with having meetings in VR.
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When it rains, it pours cybersecurity news. The White House warns that Russian hacks may be incoming. Lapsus$ has now allegedly hit Okta and Microsoft. A big alleged hack to HubSpot might hurt a bunch of crypto companies. And why does that Apple Studio display have 64GB of storage it’s (mostly) not using?
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An alternative title to today’s show could be Schrödinger’s Brazilian Telegram Ban. I’ll explain. Ukrainians say Elon Musk’s Starlink donation is proving quite useful. Toronto has become the third-largest tech hub in North America. Should Apple make routers again? And where will the advertising dollars go in 2022?
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We talked to Nathan Baschez and Dan Shipper, the founders of the media startup Every.to. We talked to them about the realities of being two years in as a modern, from the ground up media company, the shifting landscape in the “creator economy” (remember that?) And a lot about Substack and its business model and philosophy. Around the hour mark, Chris and I have a lengthy conversation about the Mac Studio, my purchasing of one, my cancelling of my order for a Studio Display. And also, Chris has a very interesting 8 dimensional chess theory about where Apple is headed as a company.
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Australia sues Meta for alleged cryptocurrency scam ads. Bored Apes Yacht Club had, what we might call a busted IPO, if that was term we were using. Amazon is now officially the proud owner of James Bond. And, of course, the weekend longreads suggestions.
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Google kind of returns to an in person I/O but just a little bit. The harsh new British law that could put tech executives behind bars. Netflix says the free ride of password sharing is over. Though, the gravy train of subsidized 15 minute delivery seems to be back on. Oh, and the rave reviews of the new Mac Studio.
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Meta has a new Family Center to keep kids monitored. Zuck says NFTs are coming to Instagram “soon.” Google’s Stadia strategy is coming into focus, and it’s interesting. Is Vimeo threatening longtime users to pay up? And a review of the latest iPad Air iteration.
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Layoffs at Arm signal the IPO is nigh. Microsoft has brought that fast loading games technology from Xbox to Windows. Twitter heard you were made and has backed down. Crypto dodges another bullet in the EU. And some solid, tangible numbers to prove that streaming has taken over Hollywood.
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Well, what can I tell you? Foxconn is shutting factories in China again cause of the new Omicron outbreak there. Will Apple only give new chips it its pro phones going forward? Why people are mad at Twitter now. How people actually watch Netflix. And… checks notes... A robot goat.
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As I said on Friday's show, I figured that since Chris Messina has been co-hosting with me for about a year, maybe it's time to republish the Internet History Podcast episode I did with him. After all, many of you might know him as the inventor of the hashtag, but did you know about all of the early Web 2.0 stuff he did? It might help you better understand the perspective Chris brings to our interview episodes.
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Russia moves to ban Instagram and designate Meta as an “extremist organization.” The EU and UK open an antitrust probe into Google and Meta about ads collusion. Stripe now supports crypto. And, of course, the weekend longreads suggestions.
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Apple hasn’t forgotten about the Mac Mini. Amazon’s first stock split since the dotcom era. Tinder leans into background checks as a service. Hands on with the new Magic Leap 2 AR glasses. And forget about delivery by drone, now imagine getting packages delivered to you from space. The wildest startup I’ve heard about in a while.
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The a16z Episode With Myself And Chris Dixon
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That telegraphed Executive Order for Crypto is being signed, probably as we speak. Is Congress pressing criminal charges against Amazon? LimeWire is back, but for the NFT era. And a deep dive look at that mind boggling new M1 Ultra chip that Apple announced yesterday.
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All the news from the Spring Apple event this afternoon. Google is buying a cybersecurity company. A bunch of cybersecurity companies band together to protect critical infrastructure. Amazon launches an app to allow anyone to be a DJ. And the arrival of Android 12L.
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The evolving hack story involving Nvidia has now hit Samsung as the same hackers apparently have some of their source code. Are the iMac updates I’m really hungry for getting pushed all the way back to next year? The real reason why brands are leaving Russia. And consumer beware: scams seem to be rampant on Zelle, and your bank might not be willing to help you.
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Chris was in town again! So we asked the great Charlie O'Donnell of Brooklyn Bridge Ventures to come over to my kitchen to talk about the tech news of the week. But Charlie also gives us his analysis and history of the New York Tech scene, and the state of venture and tech generally, coming out of these Covid years.
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Check out Rownd.io!
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Twitter’s return to the office is a real covid era milestone. Ok, how about Disney+ but with ads? Is crypto usage in Russia actually falling? Something something, wasn’t this the original use case for crypto? Are NFT prices falling? And of course, the weekend longreads suggestions.
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The story of the young Ukrainian Minister who has bent the conscience of western tech companies, and coordinated the reachout to crypto. Is regulation coming for NFTs? Epic Games acquired Bandcamp. Amazon pulls back from its IRL retail experiments. And a big update on the return to the office watch.
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As of right now, you can no longer buy an iPhone in Russia. Big recall from Fitbit because their smartwatches might burn you. Meta tries to be transparent in a very Meta way, by redacting a key detail from a transparency report. And could poker be the killer app the Metaverse has been waiting for?
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Crypto exchanges stick to their crypto ethos over the Ukraine War situation. A new, super crazy alleged Chinese backdoor hack. Uber adds new ways to buy concert tickets and book restaurants in its app. Amazon launches its Luna game streaming service in the US. An a review of the Galaxy S22 and S22+
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I’ll try to run down everything I can about the tech world and the Ukraine situation. There is a ton to talk about. Qualcomm’s new 5G modem. TikTok’s new 10 minute videos. Lenovo’s new laptops. And should Apple release a $200 iPhone?
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We check in with Rob Maurer who hosts the Tesla Daily podcast. All things Tesla and Elon on this episode!
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Ukraine is seeking to raise its own hacker army. New export controls affect tech products. Why mobile subscriptions being a growth industry is more bad news for the App Store status quo. And, of course, the weekend longreads suggestions.
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There actually IS a tech angle to what is going on in Ukraine, though for all of our sakes, let’s just hope there’s not TOO much of one. Stablecoins are where it’s at in crypto at the moment. Not one, but two new flagship phones to tell you about. And the interesting AI details behind Zuck’s latest Metaverse presentation.
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Former President Trump’s new social network is number one on the app store, but has had a bunch of issues too. The politics leading to a surge in searches for DuckDuckGo. What ever happened to Amazon’s home robot? And Waymo successfully sues to keeps its failures secret.
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Has the mystery of the original The DAO controversy been solved? We finally have Sony’s new PlayStation VR2 design. Crypto exchange FTX makes a big move into gaming. Datapoints suggesting remote work is here to stay. And a review of the Galaxy S22 Ultra.
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OpenSea says 32 users had NFTs stolen when they were scammed into signing malicious smart contracts. Mark Gurman tells us every Mac he expects to be released this year. Is a new crackdown coming for Chinese tech? And Ford is revving up its attempts to unseat Tesla at the top of the EV mountain.
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Windows 11 now requires a Microsoft account just to load. Intel’s roadmap comes into view. Is Meta’s metaverse play already getting traction? Next week might be the biggest regulatory week for Crypto ever. And, of course, the Weekend Longreads Suggestions.
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Why a dumb agent string bug may break some big named websites soon. Is Circle about to become the biggest pure play crypto company to hit public markets? Spotify buys basically the only remaining pieces of the podcast puzzle missing from their toolbelt. And the interesting raise from a company buying up YouTube back catalogs.
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Forget how’s my driving, Uber lets you know how you’re riding. Meta workers are now formally known as Metamates. Is Paramount quietly doing better in the streaming wars than we thought? So much so, as to warrant a name change too? And what happens when your bionic eye implants are no longer supported by the manufacturer?
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Is the great Returning To The Office beginning with the Tech Industry? Really cool new way to use your Android apps on your Windows or Chromebook devices. Instagram lets you send private likes. The tech cold war between India and China claims another victim. And what did the NYTimes do to Wordle this morning?
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Turns out Super Bowl ads really do move the needle. Another day, another crypto bug, this one could have let you create unlimited ether from thin air. See what I did there? Could we see a digital Euro by the end of next year? A couple of super interesting raises. And the curious case of the missing Nvidia graphics card.
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What is a DAO? How do they function? What is the history of this idea? Why have DAO's become so popular all of the sudden, and what are some examples of successful DAOs? The great Brady Dale from @DefiantNews joins Chris and Brian to explain.
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Allegations of a new, widespread bulk surveillance program being run on American citizens by the CIA. Apple is planning AirTag updates to curb their use for stalking people. The first Android 13 developer preview is out. And of course, the weekend longreads suggestions.
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Not just rumors of an Apple AR headset, but actual code mentions of a “realityOS” are showing up now. Microsoft hopes to head off the regulators with some app store rules. Now Flash storage chips might be in for a supply crunch. And why static video memes are all over Instagram all of the sudden.
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All the headlines from the Samsung event, including the new S22 lineup and some massive new tablets. Can Meta’s stock crash so much that it would become immune to antitrust liability? And, look, the alleged Bonnie and Clyde for our times, the whole saga of that husband and wife arrested here in NYC yesterday, allegedly related to the big Bitfinex hack.
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It’s a day of retrenchment. Nvidia and Arm are off. Peter Thiel is leaving the Meta board. Peloton loses its CEO ahead of what is likely to be disastrous earnings. The IRS backs down from the whole facial recognition thing. And Tinder stops charging you more if you’re old.
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Rogangate rolls on. Why a controversy in the Ethereum Name Service community might be even more interesting, because of what it might teach us about the viability of DAOs. Twitter is, oddly, testing ways to make it easier for folks to DM you. And rumors of a new entry level MacBook Pro.
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That crack you felt in your spine was just the whiplash from the craziest 24 hours in tech earnings I’ve ever seen. Amazon has created a bigger advertising business than the entire newspaper industry. Apple once again shows it can adjust the App Store vig when it has to. And of course, the weekend longreads suggestions.
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(TWTR SPC) The Tools Episode! Recommended Apps List
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Meta really steps in it with earnings that send the stock down fully 25%. The plague of hacks hitting crypto startups. The ransomware attack causing a snacks crisis in Britain. Bored Apes Yacht Club is an interesting raise. And why we might not see a HoloLens 3.
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Alphabet gives a new meaning to the term blowout quarter. Cruise is getting ready to launch its robotaxi business in San Francisco. A GDPR issue that might have huge implications. Starlink has a new premium tier. And what happens if someone buys your house, your IRL house, but in the metaverse? I’m not kidding.
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The year of gaming consolidation is upon us, with Sony snapping up Bungie. Not EXACTLY related, but the NYTimes has acquired Wordle. Did the CEO of Bolt’s tweets lose him the top job at the company he founded? You can no longer roll through stop signs in your Tesla. And the best use of augmented reality I’ve heard in a while.
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Summing up the whole Joe Rogan brouhaha from over the weekend. Meta joins a crypto legal alliance and takes a page out of Alphabets book by planning to break out reporting of its metaverse business. And the dotcom bubble called and wants its headlines back: wash trading might be rampant on NFT marketplaces, and a look at the six startups trying to succeed, where Kozmo.com failed.
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The great Katie Roof, Natasha Mascarenhas and Christine Hall come on to talk more about the craziness in the stock market and what it might mean for tech startups. Then Chris and I debate The Great Debate surrounding Web3. Shoutout to @randras_ for giving us context, even in the podcast space!
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Ho hum. Apple reports its most revenue and profit in history. You’ll soon be able to unlock your iPhone while masked, even without the Apple Watch. The White House is readying a huge executive order on Crypto. The new version of GPT-3 is less error-prone, and less prone to say bad stuff. And of course, the weekend longreads suggestions.
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Apple is coming for Block’s Square dongle with a new ability to accept payments just using your iPhone. The dilemma that is the Spotify/Neil Young situation. OpenAI is an interesting raise. Fireblocks is an interesting raise. And why has the r/antiwork subreddit suddenly gone private?
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Is Mark Zuckerberg abandoning his crypto dreams and looking to sell off Diem? The IMF is subtly suggesting El Salvador abandon bitcoin. Microsoft is gonna play nice with Activision exclusives. For now. Mark your calendars for the next Samsung event. And has YouTube figured out how to beat TikTok at its own game?
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That already fraught tie-up between Nvidia and Arm increasingly looks like it’s running out of time. Google kills its cookie-killer. Twitter is developing a close friends feature. Meta’s new Machine Learning supercomputer. And why the situation in Ukraine might be a black swan event that is nigh.
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States sue Google for data shenanigans. Europe passes a landmark ad targeting and data law. Apple’s 2022 lineup according to Mark Gurman. A look at the state of the crypto crash, and to what degree it is affecting NFTs. And all this talk of metaverses led to record VC investment in AR and VR startups, but what some folks are starting to ask is, even if we build it, do we have the infrastructure that will even allow the people to come?
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Weirdly, this turned into a sort of education on VC and startup investing episode? ¯\_(ツ)_/¯
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The trend of re-onshoring silicon production domestically and Intel’s turnaround plans collide in a way that is very good for Ohio. Twitter will let you NFT-up your profile picture. Google’s doing the AR headset thing too. That Apple education discount has gotten harder to spoof. And of course, the weekend longreads suggestions.
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Meta is working on NFTs for Instagram and Facebook while Google is starting a blockchain team. Instagram Subscriptions launches. Google Play Games launches on Windows. Amazon launches its first physical fashion store. And why, by this summer, you will only be able to pay the IRS your taxes online by doxing yourself?
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Today is the big day for the showdown between 5G and the airlines. Nobody’s blinked yet, but both sides have sort of blinked. An interesting raise in the NFT space. And I’ve heard of autonomous road cars, but autonomous rail cars? More fallout from the Activision/Microsoft tie-up, and how literally fallout from that undersea volcano may have knocked Tonga off the internet.
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Microsoft is buying Activision Blizzard in the biggest gaming acquisition of all time. Partially this is a metaverse play, but meanwhile, Meta is quietly locking down all the metaverse patents. Crypto.com halts withdrawals on its platform but insists it hasn’t been hacked. And why are countries encouraging their athletes to use burner phones when they attend the upcoming Olympics?
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... and I'm not just talking about the hosts! Myself, Chris, and about a dozen listeners kick around the latest apps, tools, platforms and other things we use to GTD.
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Russia has cracked down on REvil? Question-mark? Investing in crypto is so hot, FTX has launched its own monster venture fund. Why has the Android 12 rollout been such a disaster so far? How long is the Cybertruck going to be delayed? And, of course, the weekend longreads suggestions.
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Apple indeed is removing Wordle clones, but PUBG sues them for NOT removing what they allege are clones of their game. Does Google Analytics run afoul of GDPR? China is going to do NFTs, NOT on the blockchain. And will the new Nuro bot bring me my burrito?
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The FTC gets a second shot at Meta, after a judge okays their lawsuit edit. Samsung ghost on its own event. The state of the mobile app economy. Is cloning Wordle to release an app ok or not? And the new app at the top of the App Store that definitely comes from the, why didn’t I think of that file.
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Moxie Marlinspike is stepping down as CEO of Signal, and Brian Acton is stepping up. For now. Y Combinator is getting more generous with the investment it makes in its cohort companies. Carriers aren’t pleased with Apple’s iCloud Private Relay service. And another day, another headline like: the Associated Press is getting into NFTs.
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Take-Two takes out Zynga for $12.7 billion dollars. The SEC wants private unicorn companies to report more financial details. The open source developer who borked a bunch of projects to protest working for the man, I guess. And the weekend Web3 debate between Moxie Marlinspike and Vitalic Buterin.
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Our first ever Portfolio Profile, of the first investment the Ride Home Fund ever made! Sensel! As you’ll hear, touch technology as a key layer in computing interface and interaction is about to undergo a major generational leap forward, and Sensel is at the bleeding edge of this transformation. Not only is there a good chance that the next laptop you buy will have Sensel technology inside, but you’ll hear how Sensel’s tech could come to smartphones soon, to medical devices, to automobiles. In essence, Senel’s tech has the potential to radically transform how we interact with computers all across the real world, and even provide a key foundational layer as we build out the metaverse.
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Sonos beats Google in trade court. E3 is going remote again this year. Mozilla is the latest company to suffer crypto backlash. Are foldable laptops the future? And of course, the weekend longreads suggestions, this week with a profile of the programmer behind Wordle.
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Google’s big announce at CES is better syncing and interoperability with everything. Instagram is launching their feed experiment. IBM might be looking to dump Watson. Ethereum has the most developers in crypto. And you know startups have been awash in money lately, here’s exactly how much.
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Let’s stand in front of the firehose of CES news. Sony details its new VR headset for PlayStations. Chip news from Intel, from Nvidia, from AMD, from Microsoft and Qualcomm. Two really big interesting raises, and a new autonomous tractor allows us to talk about John Deere, for the first time ever, I believe.
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Apple becomes the world’s first $3 Trillion dollar company. Samsung unveils its latest budget flagship smartphone. AT&T and Verizon delay their controversial 5G rollout while Verizon and T-Mobile end their controversial Apple rebate program. And a trip down the aisles at CES, including a smart collar for your dog and a gadget to bring home hair coloring into the 21st century.
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CES kicks off with some major Samsung TV announcements, as per usual. Are we about to get the biggest MacBook Air redesign in history? Did Oculus (and VR generally) have a big holiday season? And does OpenSea helping folks get back their stolen NFTs point to the reality of decentralization in the NFT market?
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Might want to doublecheck if your LastPass master password is safe. Apple has issued stock to try to retain a bunch of their key talent. Google is dangling investments in front of startups to try to win their cloud business. And, of course, the weekend longreads suggestions.
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China is pissed at Elon Musk cause of his Starlink satellites. Xiaomi’s new smartphones. The delivery robots taking over college campuses. The three fund companies that made fully 12% of all venture investments this year. And why cybersecurity companies are the hot startup sector as we head into the new year.
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Gibraltar wants to add crypto to its stock exchange. The complicated truth about how successful Alexa has been as a product for Amazon. It was a big year for decentralized exchanges, but an even bigger one for centralized ones. And the story behind that SOS token drop that happened on Christmas Day.
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First we talk to the Spatial folks about pivoting in Web3. Then, the top tech stories of the year, as picked by you.
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Some big names pull out of CES at the last minute. TikTok is now the most popular destination in all the Internet. Justin Kan’s new NFT platform got hacked before even launching. Why my beloved Arsenal is in trouble for offering tokens. And Elon Musk comes out swinging against Web3 and the Metaverse.
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I do my best to give you all the angles on the cold tech civil war concerning Web3 that has been bubbling under the surface for a while now but burst out in the open overnight. Interesting raises in the crypto space and interesting data on investment in the space. An interesting CEO departure and a CEO who maybe never really stepped down. And a look at satellite internet speeds.
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Could a new 5G system lead the FCC to ground flights around some major metropolitan areas? Chipmakers are busting a gut to try to build out capacity. To what degree is Siri holding back Apple? A longtime Metaverse startup you should maybe have your eyes on. And is Microsoft best positioned to realize the Metaverse?
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Apple really is going to try to make all its gadget components itself, isn’t it? The deeper reason why the Biden administration doesn’t want you investing in Chinese tech. More on the brewing war between the gamers and the NFTers. And, of course, the weekend longreads suggestions.
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Reddit finally files to go public. Is Apple once again the canary in the coal mine, this time for Omicron? HR Block sues Square cause Square is now Block. Get it? The biggest investing star of Web3 is starting her own fund. And a look at the battery technology breakthrough the could transform all our lives.
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Is Google the first Silicon Valley company to adopt a vaccine mandate? A new foldable phone from Oppo. Why the US might ban you from investing in DJI. Twitter gets auto captions. And a look at the up and coming Chinese ecommerce giant that you might have already heard of, but definitely need to be aware of going forward.
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More fallout from what is now being called potentially the worst bug of all time. Apple helps Android users discover if they’re being tracked by AirTags. A new entrant into the AR and VR product category that I guess we’re going to be covering going forward. Amazon is coming for DoorDash and Instacart. And how much did Meta have to pay to become Meta?
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A huge bug in Apache servers is causing chaos around the Internet. What to expect, and what we’re still waiting on from iOS 15.2. Why did Instagram steal the @metaverse handle from a woman in Australia, and the story of the fat finger fire sale of a Board Ape Yacht Club NFT.
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The great Andrew Chen of a16z joins us to discuss his new book: The Cold Start Problem: How to Start and Scale Network Effects. This an indispensable guide to get that "rocket-ship" action going for whatever product or company you're working with.
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Google Play games are coming to Windows, while Microsoft was apparently willing to bend over backwards if Apple had let xCloud games into the iOS app store. Meta’s first tangible foray into the Metaverse. The English Football punters buying into NFTs. And, of course, the weekend longreads suggestions.
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Instagram is going to bring back a version of its chronological feed, sort of. The congressional hearings about Instagram, but also crypto. I was wrong: we are seeing Novi in the wild as WhatsApp starts testing it in the US. Deep Mind unveils its language model, and say goodbye to… checks notes… Alexa?
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That AWS outage yesterday disrupted Amazon’s own delivery efforts. When we might see the AirPods Pro 2. More specific details on the Apple AR thingy. Ubisoft is the first major player to bring NFTs to games. And a look at the records being set in the African startup investment scene.
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The Information has a story about a secret deal Apple struck that really solidifies Tim Cook as the China whisperer. Intel proves itself to be an astute investor as it weighs a public spinoff of Mobileye. European tech startups raise all-time record amounts. Quantifying this year’s emerging NFT market. And the first ever marketable quantum computing product?
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DoorDash tests a wildly new business model: employees! Apple launches a Winter War in Russia. Two stories of US telecom companies doing what US telecom companies do: act shady. And Buzzfeed finally hits the public markets.
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Mulling over the whole legacy of Jack Dorsey and name changes for tech companies in general. The weird way gaming is changing right now (see: Halo Infinite). And are foldable phones ready for the big time? With Bloomberg's @vladsavov
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Another tech deal goes on a deathwatch, but this time it’s Nvidia and Arm, and this time I think it’s for real. Google is probably working on its own smartwatch. Didi is the first Chinese stock to delist in the west. Instagram is ENCOURAGING you to create a Finsta. And, of course, the Weekend Longreads Suggestions.
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Square changes its name to Block. Apple is hinting at unexpectedly weak iPhone demand. TikTok adds monetization tools. How many people have never used the Internet? And the story behind that whole Spotify Unwrapped thing.
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Twitter bans “private” sharing, but there’s some confusion about what that actually means. A big executive departure throws more doubt on Meta’s crypto ambitions. There’s a new Snapdragon flagship chip and I’ve got the specs. And we get some raw data to answer the question: are foldable phones actually a thing or not?
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Tue. 11/30 – Meta Might Do The Giphy Deal Anyway
The UK quashes the Giphy acquisition, but is it actually dead? Maybe not. Was Cyber Monday a bit of a disappointment this year? Why your Pixel phone might reject your cheap charging cable. AWS’s new tools to help you build robots. And a profile of Twitter’s new CEO.
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Jack Dorsey is reportedly about to be a one company CEO if he steps down from Twitter. The acquisition of Giphy is on life support. Folks remember Microsoft could be an antitrust target too. Will Apple’s AR headset not need to be tethered to an iPhone? And a look at just how much Amazon has increased its delivery capacity.
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The legendary tech analyst and general deep-thinker @benedictevans comes on to discuss this essay about the state of the Metaverse right now. Then, several members of the ConstitutionDAO team come on to tell us the behind the scenes of all that historic event at Sotheby's all went down last week. Featuring: @sadlyoddisfying, @youfoundanisha, @julianweisser, @RobbieHeeger, @ciaomack, @kyle_billings
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Italy has fined Amazon and Apple for alleged collusion. Tile taps out by getting acquired. Niantic is an interesting metaverse raise. Walmart is testing Twitter live shopping. And the story of the guy who automated his job so completely, he didn’t work for five years, but still got paid.
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When Adele says jump, Spotify apparently says how high? Is Apple Watch slipping in market share? All the crypto miners who fled China have landed in Russia, Kazakhstan and… Texas? And an explanation for why buying bots will either ruin, or save your holiday gift buying.
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ConstitutionDAO lost the auction for the Constitution. But it was really about the friends we made along the way, right? More Apple Car rumors. Xbox and PlayStation have harsh words for Activision Blizzard. Everyone wants in on crypto exchanges. And of course, the weekend longreads suggestions.
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Paytm has a rough IPO. Nvidia has another in a long line of crushed earnings reports. Grammarly is an interesting raise. Twitter wants to take the pulse of the stock market. And if ConstitutionDAO wins its auction today, there are some practical questions to answer like, who actually goes and picks it up?
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Hell freezes slightly over. Apple is gonna let you repair your own devices, at home, yourself. The Staples Center goes crypto. Meta wants to bring touch to VR. Netflix now WANTS you to know which shows have been watched the most. And Miramax is suing Quentin Tarantino over NFT’s.
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Twitter has followed through on its promise to decentralize and play nice with 3rd party developers. Will the Nvidia/ARM acquisition actually happen? Substack reaches a million subscribers. Apple defends buying Google Ads. And I get my answer about the whole civil war between Crypto and NFT folks and… furries?
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Some app developers say Apple is buying Google ads to cut App Store work-arounds off at the pass. Huawei thinks it has an end run around US sanctions. The audacious hacker that managed to send fake emails from the FBI’s own servers. The story behind the big Taproot update to Bitcoin. And the DAO of crypto enthusiasts looking to buy a copy of the US Constitution.
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Coming at the Metaverse from a different angle. If you're a dev or even just an enthusiast, how, from a technological perspective, will the Metaverse be built?
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Beware a watering hole, zero day attack that affected macOS. Spotify is getting into the audiobook game. MoviePass looks like it might be coming back from the dead, and of course, the weekend longreads suggestions.
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Discord floats the idea of incorporating crypto, but backs down after a vicious backlash. Apple wants to manage IT for small and medium businesses. YouTube is starting to hide the dislike option. Disney+ growth is suddenly anemic. And say hello to an NFT band. Like, literally, a Bored Ape Band.
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Apple and Alphabet suffer setbacks in court. More hardware moves in the great Metaverse realignment of the tech landscape. Unity buys Weta Digital. No word on if Andy Serkis is part of the package. And Twitter Blue is finally live. A reminder of what that actually is.
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Robinhood has been compromised by some true brigands. If you’ve got a Robinhood account, double down on being wary of phishing attacks. Netflix takes a page out of the TikTok playbook. And whole bunch of announces about new DRAM chips, new AMD chips, new custom voicebot toolkits from Nvidia, and Niantic doesn’t want to get left behind in the Metaverse race it arguably helped set off.
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McAfee is taken private. The recently passed Infrastructure Bill complicates the tax picture for crypto. Also, playing NFT games could seriously complicate your tax bill. The latest installment of Today In Elon Musk, and since we’re hitting old features today, let’s check in with how Masa Son is doing.
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Poking some holes in the Metaverse hype and also examining the financial realities of the Creator Economy.
The Charlie Warzel leaving substack essay we discuss.
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Is Meta going to open actual physical retail stores to try to sell folks on the promise of the Metaverse? More tangible signs Apple’s silicon is leaving everyone, but especially Intel in the dust. The new Mavic 3 drone from DJI. And of course, the weekend longreads suggestions.
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Instagram is playing nice with Twitter all of the sudden. But Meta has some new creator tools that try once again to shiv the App Stores. That South Korean law is actively cracking open the App Stores in that country. Google might be back in the defense contract business. And why it MIGHT be worth paying $30 for a keyboard with only 3 keys.
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Facebook shuts down its decade-old face scanning and photo tagging feature. Zillow shuts down its house flipping business entirely. Netflix’s foray into games officially launches widely. And Microsoft says hey Zuckerberg, if you think the Metaverse is going to be about work meetings with cartoonish avatars and virtual whiteboards? Hold our beer!
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Apple is cutting iPad production in order to allocate more components to iPhone production. The Biden administration is getting serious about stablecoins. Zoom is going to start showing you ads unless you pay up. Zillow misjudged the housing market. And a security flaw has been found, inside, of all things: Unicode.
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How Much Money Is Apple’s ATT Costing Snap, Facebook, Twitter and the like? $10B or more? The chip shortage is hitting Apple at the Worst Time. But new iOS devices might have crash detection built in. Why was Roblox down for so long? And why Hollywood thinks there’s money in their old banana stands after all.
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Tons of meta commentary about the Meta move by Facebook, including the appearance of a Meta smartwatch. Small bit of earnings fallout for Apple and Amazon. Very important detail from the reviews of the new MacBook Pros involving battery life. And, of course, the weekend longreads suggestions.
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Facebook’s new name is… Meta. All the headlines from Facebooks’ Connect event today. Also, is Copilot taking over Github? The new Raspberry Pi device. And how to handle the notch on the MacBook Pro if its driving you crazy.
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Microsoft and Google continued to report earnings that boggle the mind. Meanwhile, Robinhood discovered that if you live by crypto trading revenues, you can be wounded by them too. Will the Facebook Files force some sort of FTC action? AWS goes after Google’s tensor processing units. And do you think I could produce this show on MS-DOS? Probably not, but Dune was written on it.
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Facebook whistles past the ATT graveyard, but Zuckerberg wants to target ‘da yoots.’ Adobe adds support for NFTs. Amazon is coming after Clubhouse, joining the Quantum Computing race, and lending Project Kuiper to Verizon. And the big review of Apple’s new chips calls their performance "downright absurd."
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Running down the headlines from all of those Facebook stories that we were promised would land this week. PayPal backs away from Pinterest, Tesla rolls back Full Self Driving, Microsoft keeps its eye on the ransomware gangs and a listener gives us an explainer on why Worldcoin wants to scan your eyeball.
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F*** it! We did it live! Chris and me and @Kantrowitz around my kitchen table! Are we in for the biggest week of Facebook's life? Check out Big Technology!
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Snap’s earnings suggest Apple’s ATT bite is having an impact, and what might that mean for others like Facebook? Google lowers Play Store fees and piles pressure on Apple. Did law enforcement give REvil a taste of its own medicine? What the heck is Worldcoin, I still can’t figure it out. And, of course, the weekend longreads suggestions.
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PayPal wants to buy Pinterest and everybody is trying to figure out why. Devs, you can now begin testing Android apps on Windows 11. Gamers, you can now do some powerful gaming for the low, low price of $100 a month. Some, just, spectacularly monster raises in the crypto space. And I get talked out of the Microsoft Surface Duo again.
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Dropping the “the” from The Facebook isn’t cool. You know what’s cool? Dropping Facebook as a name entirely. All the news from today’s Samsung event. Spotify and Shopify finally team up in the greatest crossover event of tech naming confusion. And a first look at that Comcast branded smart TV.
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All the headlines from Google’s latest Pixel event with the new Pixel 6. Some odds and sods from yesterday’s Apple event. Maybe Facebook’s crypto project is about to debut. How much money can the delivery space attract or even support? And more signs that YouTube is becoming a monster business that is increasingly supporting all of Alphabet.
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All the headlines from Apple’s event today. The Bitcoin future’s ETF is real, as of tomorrow. Apple’s privacy changes have indeed upended the mobile advertising space… in Apple’s favor. Steam doesn’t want to play the NFT game. And putting a value on Squid Game’s impact for Netflix.
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What is the Metaverse? Why is everyone talking about it? Why is Mark Zuckerberg talking SO MUCH about it lately? And come to think of it, what is Facebook's play for the future?
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The SEC is poised to let the first Bitcoin futures ETFs trade a soon as next week. Google finally does away with pagination on the mobile web. Why are Waymo autonomous taxis all piling up on one dead end street in San Francisco? And of course, the weekend longreads suggestions.
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Microsoft is shutting down LinkedIn in China. The first major tech regulation bill of this wave is set to debut in the Senate today. TCL’s cheap smartphones sound pretty good, actually. The gaming industry is serious about combatting cheating. Instacart might be on strike this weekend, and Gitlab celebrates its IPO.
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Apple is forced to cut iPhone 13 production due to lack of parts. Are health features coming to the AirPods? NFT’s are coming to Coinbase. Stripe is hiring for a big push into crypto. Would you like a laptop with a 3D screen? And G4 TV is back, everybody, to remind you how you fell in love with tech in the first place.
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Twitter lets you remove followers without having to block them. Magic Leap is back with a fresh $500 million dollars. Canva gets into video while 1Password wants to make it easier to share your password. Microsoft and Nvidia claim to have trained the largest AI language model yet. And when it comes to AI, is China about to dominate everyone else, or are they only focused on one thing?
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Is Google aiming to take back the smartphone camera crown with next week’s Pixel event? That Twitch leak reinforces the idea that on platform ecosystems, there very much is a 1%. The Chinese Tesla competitors that are hitting milestones faster than Tesla ever did. When and should Disney give ESPN streaming religion? And would you buy Squid Game merch?
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Tech real estate report. Tesla leaves for Texas, while Apple rocks up in Hollywood. YouTube is gonna stop doing those year-end Rewind videos. A developer says Facebook banned him for life cause they didn’t like his app. And of course, the Weekend Longreads Suggestions where we ask the question: is Google’s famous hiring gauntlet broken?
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Forget the iCar, Apple wants to take over your existing car. The first candidate to test the App Store cracks has stepped forward. AMD warns that if you install Windows 11, your computer could run slower. GM gets me closer to the self-driving future I want sooner rather than later. And a weird new NFT hybrid lets you play fantasy sports with startups.
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The entirety of Twitch has allegedly been leaked. Like, everything from the source code to a creator payout spreadsheet. Snap gears up in the creator economy platform wars. Some AirPods gain Find My Support. The SEC says it has no plans to ban crypto. But worrying stories of alleged fraud have started trickling out of the NFT space.
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About that Facebook outage yesterday… A Google moonshot project has a surprise profit. But only because its propping up other Alphabet bets. And then, it’s review day. What you can expect if you download Android 12. What you can expect if you download Windows 11. And what you’ll get if you buy one of those Microsoft Surface Laptop Studios.
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The Facebook whistleblower reveals her identity on 60 Minutes. You can preorder the Apple Watch Series 7 this week. New MacBook Pros could still be coming “this month.” Apple is actually the biggest force in the gaming industry, by far. And signs of a product shipping renaissance at YouTube.
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Who wins? Jobs? Gates? Musk? Bezos? Collison, even? The grand finale of our #WorldCupOfEntreprenurs.
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TikTok has joined the NFT craze, so the singularity must be nigh. USB-C tries to clear up its customer confusion problem. Zoom abandons a huge acquisition. And a crypto developer is begging users to give $90 million dollars in tokens back, after an all-time screw up.
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Facebook finally releases the controversial slides to let them speak for themselves, but doesn’t actually let them speak for themselves. A 4K Nintendo Switch was apparently coming, but now is it never coming? Nreal has some AR glasses for binge watching. And Fairphone has released a smartphone that they want you to think of as your “forever phone.” At least, as far as these things go.
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Amazon’s Astro Robot apparently has a tendency to throw itself down stairs. Netflix acquires its first game studio. The interesting company that acquired Genius and now Imgur. Explaining Facebook’s interest in the Tween audience. And Angellist wants to offer founders startup foundation as a service.
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As many headlines from the Amazon hardware event as I can manage to squeeze in. Facebook defines the Metaverse as it sees it. Cloudflare wants to be the 4th big player in the cloud. And Satya Nadella himself dishes on that time Microsoft almost bought Tik Tok. His words, the “strangest thing I’ve ever sort of worked on.”
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Adam Mosseri pumps the breaks on Instagram Kids but still says it’s a good idea. Tesla is letting people into the “full self-driving” beta, and some folks think that’s a bad idea. Apple knows about that Apple Watch bug. What if the factories are the next worries in China. And Cloudflare wants to tackle email now.
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Send ideas, intros, pitch decks to: [email protected]
More details on the fund at RideHomeFund.com
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While I was off observing my wedding anniversary, your host @chrismessina spoke with @justinhendrix and @AuthorPMBarrett about Facebook's recent controversies as well as their own research into social media and political polarization.
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China really, really, really wants you to know it’s serious about its Crypto crackdown. Google brought some Pixel-only features to everybody. Leaks ahead of next week’s Amazon event. New York passes a law on gig worker pay. And of course, the weekend longreads suggestions.
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We all sort of want the gadget world to move to USB-C, right? But do we want that to be government mandated? Very interesting executive departure from Facebook. Apple is telling leakers they don’t belong in Cupertino. Apple is still telling Fortnite to talk to the hand. And an interesting AR raise.
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All the headlines and releases from today’s Microsoft Surface Event. Robinhood wants to get in the crypto wallet game. Microsoft finds Phishing as a Service on the darker corners of the web. And a rundown of some new Facebook controversies.
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HP refreshes its entire lineup. Those new Kindles are here. PayPal wants to super-app. Sorare is a very interesting raise. Coinbase backs down. Apple wants to detect cognitive decline. And the iPhone 13 and 13 Pro reviews are here.
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Gadget news galore. New Roku Sticks officially announced. New Kindles officially leaked. New Surface Pro’s unofficially leaked ahead of this week’s event. Rumors of foldable Pixels. The NTSB wants Elon Musk to pump the breaks on Full Self-Driving. And why the Emmy’s last night was a milestone for streaming platforms generally.
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Who is THE entrepreneur of the Internet Era? In this episode, we cover the round of 16 matchups as voted on by YOU.
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A deep dive summary of the rolling Facebook controversies this week from the ongoing Wall Street Journal reporting. Apple and Google remove an app from Russian opposition after their employees were threatened in that country? And of course, the Weekend Longreads Suggestions, this time with extra NFT goodness.
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Alright, let’s settle this iPhone 13 chip specs debate. Walmart+ might quietly be competitive with Amazon Prime. The first electric car with a 500 mile range. China has succeeded in downsizing its biggest companies. And if you’ve got a spare $1.7 million dollars, I’ve got a 325 inch tv to sell you.
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Xiaomi’s new flagship phone can apparently charge in just 17 minutes. Why Apple was so coy about the performance of its latest chips yesterday. The SEC has charged App Annie with securities fraud. And Canva is becoming a mega unicorn to watch, even as its founders are pledging to give a third of the company away.
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Happy iPhone day, you fanfolk, you. All the news from today’s Apple event. Facebook’s own research says Instagram is bad for girls. Facebook’s own documents show it gives VIP users the VIP treatment when it comes to enforcement policies. And you might want to quickly download that iOS update.
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Is China dismantling its super apps and selling the parts for scrap? Toast has officially become my favorite Covid-times survival story. What to expect from tomorrow’s iPhone event, including 1 TB iPhone storage tiers. And a full breakdown of the ruling in the Epic vs. Apple case. Has the app store officially been cracked open? It’s complicated.
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Today's podcast voting! Gates v. Jobs!
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Chris and I thought we had not guests lined up this week so we were going to just potpourri some topics. But then Keyvon Beykpour, who is heading the Twitter project revolution came on and talked to us longer than we had any right to ask for. It was a great conversation.
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Even under pressure over the App Store, Apple is still willing to give Epic Games the finger. Also, Apple is putting the pedal to the metal in terms of new TV shows and original movies, while also attempting to solve the streaming industry’s problem with DJ Mixes. Food delivery platforms are suing NYC. And of course, the weekend longreads suggestions.
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Facebook launches some smart glasses. Amazon launches its own, branded smart tv. Soccer players are turning into NFTs. Twitter is turning into Reddit. And I still have questions about the whole Buy Now, Pay Later space.
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Coinbase says the SEC threatened to sue it over a crypto lending product. The fallout from yesterday’s Bitcoin launch in El Salvador. Ford hires away one of the key executives on the Apple Car project. Microsoft and PayPal make some interesting acquisitions. And hey. Some new laptops!
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What does it mean if ProtonMail regularly discloses user data to certain authorities? How private is WhatsApp if Facebook has more than 1,000 contractors moderating your messages? Heck, how secure is Bluetooth? There’s a new vulnerability. Would you want the authorities monitoring your poop thanks to new smart toilets? And a quick word on Solana.
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Serial entrepreneur Shirish Nadkarni came to the U.S. as a teenager with $25 in his pocket. After graduating from Harvard Business School, he worked at Microsoft where he engineered the $400 million acquisition of Hotmail and launched MSN.com, the world’s leading web portal.
Striking out on his own in 1999 at the height of the dot-com boom, he founded TeamOn Systems, an early pioneer of mobile email that was later acquired by BlackBerry before becoming BlackBerry Internet Email servicing over 50 million users at its peak.
His great new book is: From Startup to Exit: An Insider's Guide to Launching and Scaling Your Tech Business
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If you're interested in investing in a Ride Home early stage investment fund, listen to this quick message, and then visit RideHomeFund.com to express your interest.
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Chris and I get deep in this week's NFT craziness with two folks who are actually working right now in the space, @jacksondame And @SHL0MS.
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It’s Rumor Friday! Are we getting an Alexa TV next month? Will Apple’s AR/VR headset need an Apple device to work? Is Reddit lining up an IPO? Also, Apple delays its controversial CSAM feature, the week in NFT madness, and, of course, The Weekend Longreads Suggestions.
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Apple will let “reader” apps link to websites to manage accounts. WhatsApp faces a record GDPR fine. Twitter continues to at least test all the products. And has YouTube Music quietly become a major threat to Spotify and Apple Music?
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Today's #WorldCupOfEntrepreneurs Matchup: Zuck v. Jack!
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Is the Apple Watch redesign causing supply issues? A larger roadmap for the health features Apple is looking to add to the Watch. Putting your driver’s license in your Apple Wallet is becoming a reality. LinkedIn abandons Stories. Facebook gets into Fantasy Sports and Wirecutter goes behind a paywall.
Today's #WorldCupOfEntrepreneurs Matchup: Jack Ma v. Jeff Bezos! Vote!
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Microsoft has missed the window for Windows 11 to support Android apps, at least at launch. Apple is getting into classical music and Amazon is going deeper into the red-hot audio space. Facebook turns the temperature down on politics. And a new initiative to get, especially younger technologists, to lend their expertise to the Federal Government.
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It’s a day of wild rumors. Is Apple getting into the satellite networking game? Is the Apple Watch about to get its first meaningful design change? The rumors about a Chinese gaming crackdown just got real. Is South Korea about to meaningfully crack open the App Store? Why Apple and Google are fighting to keep the App Stores as they are. And the wild weekend in NFT-land.
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Talkin' OnlyFans. The founding and engineering team from Otter.ai share some exciting product news. And Chris interviews me about doing 1000 TRH episodes and how I produce this show every day.
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Another brick is taken out of the App Store wall as Apple blinks on letting devs inform users of outside purchase options. Ticket spaces start rolling out on Twitter, Waymo is having second thoughts about business models, NFTs are cool, but what if you could earn royalties? And of course, the Weekend Longread Suggestions.
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Big tech offered some big cybersecurity commitments after that White House meetup. TSMC raising chip prices might mean gadget price increases across the board. Looks like everyone remembered they like PCs. Drone delivery hits a milestone in Australia. And another secretive startup that wants to create a battery revolution.
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OnlyFans says it loves porn. Doesn’t want to ban porn from its platform after all. Says it wants to be an inclusive platform for all creators. Even the naked ones. The new Fitbit Charge 5. New Messenger features on the occasion of its 10th birthday. Is T-Mobile winning the 5G war? And I guess bigger really is better for neural networks.
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President Biden is gathering the tech five families to discuss cybersecurity. Instagram is retiring swipe up. Facebook is testing a rebundle of Messenger. Airbnb will house Afghan refugees. SpaceX hits some milestones and a Samsung review roundup.
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Mark Gurman says when a new high end M1X Mac mini might be coming. The USDC stablecoin looks to get right with the accounting Gods. Visa buys a CryptoPunk. Did Giphy pay dividend to lower its value for Facebook to acquire it? And do we now know the real reason why OnlyFans is attempting to abandon porn?
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Important news about changes to the RideHome+ program.
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OnlyFans wants to get out of the porn business, which makes sense to nobody on the Internet. Elon Musk says Tesla is building a humanoid robot, and I love you Elon, but you’ve really opened the door to your critics with this one. Microsoft is raising prices, and of course, the weekend longread suggestions.
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Headlines out of time: Amazon wants to do department stores. Google partners with GE Appliances. But Intel continues to look to the future with its new hybrid architecture chips. Facebook wants your next conference call to take place in VR. And has Robinhood put all its eggs in the Doge basket?
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A look at how all the platforms are dealing with the Taliban being a modern social media enterprise. Amazon is bigger than Walmart for the first time. Samsung stops cluttering its phones with ads. Attempting to hire the hacker who hacked you. And I get my answer to why all the platforms want to protect kids all the sudden.
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Yik Yak is back, but can it make it in a Tik Tok world? Concerns about how the Taliban are using WhatsApp. OnlyFans wants you to try out a new safe for work app. TikTok is distributing music via the blockchain. And will BlueSky ever see the light of day?
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Now it’s T-Mobile investigating a data breach that may or may not affect more than 100 million people. The National Highway Traffic Safety Administration is investigating Tesla’s Autopilot. Everybody’s building undersea cables all at once. And new to me at least is the technology that can pull drinking water right from the hot, humid summer air.
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Wrapping up the Samsung event with @samrutherford of Gizmodo, taking stock of the state of foldable phones, and the 1Password engineering and founding team joins for the entire second half!
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Disney reported some surprisingly strong streaming numbers. A recent Nvidia keynote included a virtual replica of its CEO. What if USDC becomes a stablecoin defacto backed by the US Fed. And in the weekend longreads suggestions, why stablecoins generally have become the lynchpin of the crypto universe.
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There is officially a bill to crack open the App Store. DoorDash wanted to buy Instacart, but fear of regulators scuppered the deal. WhatsApp will let you migrate your chat history. Lionel Messi’s new club is paying him partially in crypto. And there’s still money in digital piracy.
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All the flipping and folding phone news from today’s Samsung Galaxy Unpacked event. A big crypto crime in the DeFi space. Did AWS beat out Microsoft for a secret NSA contract? And why are all the major tech platforms so concerned about protecting kids all of the sudden? Not that that’s a bad thing!
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Time for iPhone rumor season to hit fever pitch. Will the next iPhone take a page out of the Apple Watch’s book when it comes to screens? Has Apple run afoul of US labor law? The Crypto fix fails in the Senate, so now folks have to hope for reconciliation with the House. An interesting raise that is up 5X in 5 months. And a possible explanation for the Buy Now Pay Later craze.
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Crypto flexes its lobby muscle in an attempt to craft that infrastructure bill. Apple tries to beat back the controversy around its photo scanning plans. The Cybertruck is delayed. And what if the whole democratization of investing thing moves beyond options and even NFTs into angel and venture investing.
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All things metaverse! Why is it on everybody's lips at the moment? When will it arrive? Is it already (kinda) here? With @janineyorio from Republic.co.
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I try to explain this whole controversy about Apple scanning your photos. Yelp will list business’ vaccination policies. I guess I’m bullish on autonomous tractors. And, of course, the weekend longreads suggestions.
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Google has refreshed the entire Nest lineup and I guess TPU’s will be a thing going forward. Ethereum’s latest hard fork is live and bringing big changes. There’s a new Joint Cyber Defense Collaborative with Amazon, Google, Microsoft, and the government all combatting cyberattacks. And if some companies are seeing a Covid Times hangover, nobody bothered to tell Hopin.
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Robinhood’s shares are up so much after that busted IPO that trading had to be halted today. What gives? Also, what’s up with the rush into Buy Now Pay Later all of the sudden? Vudo will become Roku’s official video store. Superhuman raises another round. And do you need a smart soap dispenser in your life? Probably not.
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Google unveils the new Pixel 6 lineup, but the really interesting detail is the chip inside them. Apple makes Magic Keyboard with Touch ID available as a standalone product. Microsoft makes Windows as a service live. Now China says games are the opium of the spirit. And what if drone delivery is running into the same wall as self-driving cars?
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YouTube is demoing a diet version of YouTube. Square is paying a pretty penny to join the buy now, pay later sweepstakes. Did an Intel exec accidentally leak the specs for Thunderbolt 5? And did Google’s quantum computer create a perpetual motion machine?
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Are ads a bigger cash cow for Amazon than even AWS? Follow up on Robinhood’s trading debut. How the SEC is dealing with the Chinese tech stock problem. Gopuff indicates that grocery delivery is still white hot to investors. And, of course, the Weekend Longreads Suggestions.
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Tech companies dip their toes into vaccine mandate waters. Facebook in so many words says Apple’s privacy changes are about to impact earnings. Will Didi take itself private again to please the Chinese government? Is Peacock doing better than I at least thought? And a crypto startup is sliding into the biggest growth market I’ve seen in this space yet.
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Apple reports earnings but warns of component shortages. Microsoft set profit records but noted shortage materially affected some divisions. Alphabet had good earnings too, but the real story there is YouTube. About the staff walkout at Activision Blizzard. Is Apple asking leakers to snitch on their sources? And an interesting raise to do next generation search on iOS.
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Tesla is profitable beyond all caveats and hedges. Intel continues to telegraph its turnaround plans. Tangible numbers of the Chinese tech carnage. Instagram changes the rules for teens on the platform. And what are Facebook’s ultimate designs on building a Metaverse?
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Is the DOJ probing Tether for bank fraud? When might FaceID come to the Mac? What do leaked photos tell us about the next Surface Duo? And I will spend the entire second half of the show trying my best to explain the seeming tech apocalypse happening in China right now.
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Plus, the Hyper fund from Product Hunt, Automattic's acquisition game, and Twitter tests downvotes?
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Alphabet has a new moonshot company. Existing Big Bet DeepMind might have had a big breakthrough. Why Snap and Twitter are sharing an earnings narrative right now. Hint: it’s cause they’re growing again. And, of course, the Weekend Longreads Suggestions.
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Twitter is testing downvotes. Tumblr gets into the subscription game. Google unveils a unified backup service for Android. Is HBO Max leading the pack of followers in the musical chairs streaming wars contest? The FTC is getting serious about right to repair. And let me introduce you to the Airbnb for back yard swimming pools.
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Netflix’s growth has hit a wall, and so here come the games. What to do about a problem like those NSO hacks? Samsung’s next Unpacked event is announced. One of the biggest crypto raises of all time. And will Apple ever join the Android ecosystem and kill off SMS once and for all?
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Apple puts a pause on its return to the office plans. Rumors of a new iPad mini redesign. Product Hunt launches an investment fund. If you want a tool to see if you’ve been pwned by NSO’s Pegasus software, I’ve got you. And Bezos in space…
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The NSO Group is back in the headlines, and it’s maybe, the worst allegations of hacking for hire yet. The US and NATO blame China for the Exchange Server hacks. Does iOS now split the market with Android, at least in the US? And is Tesla charging customers for hardware they already paid for?
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Bloomberg's @Lucas_Shaw comes on to explain the math of that Black Widow stream release story from Monday. Then @alexeheath from the Verge explains the death of Fleets, the creator thirst at Facebook and then we all get into the questioning the real value/process of Twitter verification.
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Intel is considering a major acquisition to leapfrog back into semi-conductor contention. Valve releases its long rumored hardware device. Why they were able to make a deep face of Anthony Bourdain’s voice. And of course, the weekend longread suggestions.
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Netflix hires a big name gaming executive. Twitter retires Fleets. Facebook wants to make it rain for creators. TSMC says the chip shortage is starting to ease. Amazon launches serialized storytelling. And one of the biggest unicorns in the world, just 6x’d in less than a year.
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Bunch of Apple news. A new “buy now, pay later” service. A MagSafe battery pack. Is content moderation a hot new area for startups? Facebook groups can now get actual designated experts. REvil has suddenly gone dark. And why does iOS seemingly find 69 degrees Fahrenheit to be NOT nice!
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If Twitter verification is now run by humans, how did so many obvious bot accounts get verified? Why you might start seeing brand logos in your emails, and why that’s actually a good thing. Biden's non-compete clause executive order is a big deal for Big Tech. And a look at the absurdity of the right to repair situation when it comes to gadgets you own.
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Is InfoSec the new Fintech when it comes to investor hotness? Did ByteDance make the right move by putting its IPO on ice? Why Amazon looks like it’s going heavy into the sleep gadget game. Why the EU is postponing its digital tax initiative. And why Black Widow’s release this weekend is giving Hollywood streaming hope.
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State Attorneys General file an antitrust suit against Google. But why them, first? Visa wants you to spend crypto via their platform. Fintech leads a record first half of the year for VC raises. And if payment for order flow were nixed by the SEC, what would that do to Robinhood?
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The Pentagon wants a do-over for that JEDI contract. YC wants to do Tinder but for founder matchmaking. Amazon open sources its gaming engine. How about NFT’s but for the stock market? And if you think China is cracking down on tech companies, wait till you hear how they want to regulate when and how kids can play videogames.
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Nintendo finally announces the new Switch, but how new is it really? What the heck is happening with Didi and China? REvil strikes again, and what that might mean for the hacking situation going forward. And on a day of big geopolitical news, might big tech platforms be chased out of India and Hong Kong because their employees are in danger of being sent to jail?
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lex Kantrowitz of the Big Technology newsletter comes on to try to help us work out what happened with that Facebook Antitrust case blowup. Also, what does this mean for regulating other companies.
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Robinhood files for its long-awaited IPO. The Chinese government took the shine off of Didi’s recent IPO. More new features from Twitter. Is Apple the first to take advantage of 3nm chips? And, of course, the weekend longreads suggestions.
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Instagram and TikTok are on a collision course. Instagram wants to be more like TikTok, while TikTok hopes to move the goalposts first. Amazon wants Lina Khan to recuse herself. Big tech is not only taking over advertising, it’s consolidating it. And anyone can get their hands on Starlink next month, but not everyone might want to.
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Facebook launches its Substack clone. Emphasis on clone. Shopify joins the platform tax wars by going to zero. A truce between Microsoft and Google has just lapsed. A big raise in the drone space. And would you pay to get actual search results instead of ads?
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A judge has completely thrown out the FTC’s antitrust lawsuit against Facebook and sent them back to the drawing board. Microsoft and OpenAI and Github have a tool that will suggest code to you as you code. And Sam Altman, as I understand this, wants to do Universal Basic Income on the blockchain. But first, he wants to scan your eyeball.
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The UK orders a halt to regulated activities by Binance, joining everybody, all the sudden. Qualcomm unveils the Snapdragon 888 Plus. Lenovo unveils an Android tablet that works as a portable monitor. And meet the activists perfecting the craft of anti-surveillance.
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We have two special guests this week! The first is Sonal Chokshi, Editor in Chief of a16z and showrunner of a16z podcasts. We’ll be getting her perspective on the launch of FUTURE, which we discussed last week.
Second, as the major social platforms (save for YouTube!) have launched their social audio offerings, we’ll get the latest updates and analysis from Kaya Yurieff of The Information who recently published “The Week Social Audio Went Mainstream”
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Fri. 06/25 – Some Western Digital NAS Devices Are Getting Ill (matic?)
Some Western Digital NAS devices are getting ill (matic). A breakdown of the 5 or 6 big tech antitrust bills that just passed House committees. Windows 11 is free, but what if your device can’t run it? Also, more on Microsoft’s anti-Apple posturing. And, of course, the weekend longreads suggestions.
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The new Windows is Windows 11. Google delays the Adpodcalypse. BuzzFeed finally to go public. Comcast is having issues with Peacock. Google and Jio’s cheap smartphone is announced. Is the biggest ever crypto crime story evolving right now in South Africa? And RIP John McAfee.
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Ticketed Space and Super Follows begin to roll out, and depending on how you slice it, folks stand to make a ton of money… or a ton of money for the app stores. Speaking of, Apple launches a PR campaign defending the App Store on security grounds. Microsoft becomes the second company to reach the $2 trillion dollar club. And you know about phishing scams, but let me introduce you to “brushing” scams.
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Another antitrust investigation formally opened against Google in Europe. Facebook’s Oculus ad partner thinks better of the experiment. Stephen Spielberg decides that Netflix’s money is as green as anybody’s. Ransomware gangs are abandoning bitcoin. And Amazon, at least, still believes in autonomous vehicles.
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Facebook’s Clubhouse clone rolls out. Here’s how it works. China really does seem to be cracking down on Bitcoin mining. Here’s why that could be important. Some power companies in Texas are remotely adjusting the smart thermostats of users. Here’s why that’s likely the future of things. And had you heard of cyclic propulsion aircraft before? I hadn’t. Let me tell you about it.
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Were some of the base encryption algorithms on cell networks deliberately nerfed? The first ever mass arrest of a ransomware gang? Proof that Google is working on a FindMy network rival? And, of course, the weekend longreads suggestions.
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Facebook is bringing ads to Virtual Reality cause, why not, right? Stories are coming to the Xbox. Why is Google downsizing it’s healthcare team? Why are music artists flooding to Twitch? And is Facebook cornering the VR market like it cornered social media?
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Lina Khan has not only been confirmed as FTC commissioner, she’s also been named FTC chair. Waymo raises a big new round, which is soops interesting. Spotify joins the audio rooms sweepstakes. A Windows 11 build leaks. And forget Apple Stores, would you visit an actual Apple Health Clinic?
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Automattic acquires the popular iOS and iPad OS journaling app, Day One. Everybody wants a piece of Stripe. Stripe wants to be the “Stripe for Identity” all by itself. With HBO vanquished, now Netflix wants to become Disney faster than Disney can become Netflix. And could I interest you in an NFT of the entire World Wide Web?
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Could we get an extreme sports Apple Watch soon? Google makes Workspace and Chat available to all. Bitcoin’s first major overhaul in four years is a go. TikTok has quickly become an advertising Monster. And I try to explain to you why everyone is suddenly so hype on Miami as a tech hub.
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Moar… hacking news. McDonalds. Electronic Arts. Le sigh. Apple wants to do away with passwords too. Elon Musk unveils the Model S Plaid. An interesting Apple Car hire. And of course, the weekend longreads suggestions.
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Another payoff to Ransomware hackers. Facebook to launch a smartwatch? Microsoft to launch a dedicated game streaming device? Samsung unveils a tiny, tiny camera sensor. Stripe wants to handle your sales tax headache. And can the creator economy take off in a world of App Stores with 30% rakes?
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El Salvador becomes the first country to adopt bitcoin as legal tender. Biden reverses the TikTok and WeChat bans. Did one single customer cause that Fastly internet outage? Interesting raise for a faster Ethereum. Interesting new browser option. And maybe my favorite honey pot operation of all time.
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Fastly takes down the internet, highlighting how the internet is still really centralized. The US seized most of the bitcoins those hackers got from the Colonial Pipeline hack, highlighting how Bitcoin is actually eminently traceable. Facebook pokes Apple in the eye on WWDC day, and I give you a wrap-up of the bits a pieces we missed from WWDC yesterday.
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All the headlines from WWDC 2021. Bezos in space! France brings the first hammer down on this round of anti-competitive action, this time against Google. And Jane Manchun Wong has the details on the upcoming Twitter Super Followers thingy.
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A sampler of four different spaces from our new feed SpaceCasts! Search your podcast app for SpaceCasts and subscribe!
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Is MagSafe charging coming to iPads? Is the Biden administration actually cracking down harder on China than the Trump administration did? Is the recent slate of ransomware attacks the new normal or the sign of something bigger brewing? And, in the weekend longreads suggestions, we meet a guy who’s job is to negotiate with ransomware hackers.
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Twitter takes the wrapping off its subscription product, Twitter Blue. Multi-device support hints at a future WhatsApp app for iPads. Stack Overflow is the latest part of the developer ecosystem to sell for big bucks. And taking the temperature of Google’s Ethical AI team.
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All the headlines from Facebook’s F8 Refresh. Etsy buys a used clothes marketplace. Another ransomware attack shutting down a major player in a vital industry, this time, literally in the meat-space. And you can start trading Dogecoin on Coinbase tomorrow.
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Whole bunch of chip news from Computex. New Flagship Nvidia GPUs. New AMD graphics adapters. The thinnest gaming laptops in the realm? Twitter launches a weather news collective. Amazon is signing you up to Sidewalk whether you like or it not. And yeah, that Uber ride really has gotten more expensive. Here’s why.
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Introducing our new Clubhouse Room/Twitter Spaces audio collective. Subscribe now:
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The SolarWinds hackers are back, and I’m starting to fear the escalation of a cyber cold war here. Mark Gurman thinks we’ll see redesigned AirPods this year. Have I Been Pwned goes open source. And come for the longreads suggestions as always, but stay for my rant about that insane Citizen app story.
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An upgraded Nintendo Switch is maybe days away from being announced. Twitter Spaces can now happen on the desktop. The behind the scenes details of the MGM buy. Snowflake has left Silicon Valley for… checks notes… Montana. And Clubhouse makes a high profile hire that shows they’re still full steam ahead.
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Amazon buys James Bond. Is Valve working on a Nintendo Switch clone? Google’s new campus in San Jose will make the Googleplex look puny. Tesla is dropping radar. The new standard for USB is beefing up power-wise. And is Microsoft moving on from Windows 10 branding?
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Google finally rolls out its Internet of Everything Else OS, Fuchsia. Arm unveils its first new v9 chips. Poparazzi might be the next big social app, and it debuted number one on the app store. And Noom has raised a hell of a lot of money, but that’s because, its making a ton of money helping people lose weight.
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After Tim Cook’s testimony, can the judge’s line of questioning give us a hint of how the trial might resolve as arguments close today? Citizen App is considering rent-a-cops as a service. The AI community wants to open source large language models to address recent controversies. And a computer chip that changes its structure to thwart hackers.
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Cybereason's CISO, Isreal Barak uses the recent Colonial Pipeline incident to give us a deep explainer on how Ransomware and Ransomware as a service works.
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Snap releases its first true AR glasses, and buys the company that helped make them a reality. Is Netflix going to get into gaming to help juice growth in North America? Is the IRS going to crack down ever harder on Crypto? Twitter’s newly revamped verification system. And, of course, the weekend longreads suggestions.
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The newly announced electric F-150 is maybe the biggest EV effort since the launch of Tesla. Google is launching its first ever retail store. Internet Explorer is finally going to that great recycle bin in the sky. But could Google be breathing new life into RSS feeds in web browsers?
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Google I/O continues and continues to produce new headlines for us to cover. Nvidia is nerfing the ability to mine crypto. Ethereum says it’s going to go super energy efficient real soon. Microsoft10X is officially, no longer a thing. And reviews of the new iPad Pro reveal it to be… an iPad.
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All the headlines from Google I/O. Amazon is in talks to acquire MGM and James Bond. When we might expect those new MacBook Pros, the first reviews of the M1 iMacs and what’s the deal with the new lossless streaming not working with most of Apple’s hardware?
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Apple Music and Amazon Music HD bring better audio quality to everyone. AT&T throws in the towel on Warner Media by doing a shotgun marriage with Discovery. GitHub now lets you add video. Jane Manchun Wong says the subscription service is going to be called Twitter Blue. And what we might be able to expect from Google’s I/O tomorrow.
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From Friday, May 14, 2021. A long discussion about tipping as the base unit (???) of the creator economy? Featuring @gregarious as well as @NigelKofi (check out Ko-fi at https://ko-fi.com/) and @reeshahoward.
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A ransomware attack has brought down large sections of the Irish health service. Why Disney+ numbers are suddenly looking so weak to investors. A deep dive review on whether or not, or even to what degree, Elon’s internet service from space can free us from ISP hell. And, of course, the weekend longreads suggestions.
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The whims of Elon Musk go both ways when it comes to crypto markets. SpaceX signs a deal with Google Cloud to do battle with AWS and the Kuiper Project. Colonial Pipeline reportedly paid the ransom and is getting back online. Will Facebook’s crypto project ever see the light of day, part 12. And the Ethereum creator donates Crypto to help India.
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The US lets Xiaomi out of the blacklist. GitHub ads security key support and wants to move on from the password era. eBay wants in on the NFT action. WhatsApp is gonna turn the screws until you agree to their terms. And speaking of, Brian Krebs outlines how that group suspected to be behind the pipeline hack has sophisticated ways of getting you to pay up.
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It’s new chip day. Intel unveils it’s 11th-gen Core Tiger Lake-H 10nm chips, while Nvidia unveils the RTX 3050 and 3050 Ti laptop GPUs. So expect a bunch of laptop lines to be refreshed. And, oh, look at that. The Dell XPS lineup already has been. Details on the next gen PlayStation VR hardware. And an argument that Apple’s recent privacy movies are a naked and ugly power play that harms the open web.
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Sony warns that it might be literal years before I can finally win one of those PlayStation 5 sales windows on Walmart.com. The big ransomware attack that threatened fuel supply on the US East Coast, and the hackers allegedly behind it. Clubhouse hits Android. A researcher claims to have already hacked AirTags. And Elon Musk’s SNL appearance, and Dogecoin, and everything.
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We talk about the Tip Jar and all the other big changes Twitter has been making. We get into the Basecamp brouhaha and also why I didn’t end up covering it this week. We talk about Dogecoin with someone who was there at the beginning of the project. And we even have an actual newsmaker on the show. At the very end, we talk to Tony Haile, founder of Scroll, which, if you’ll remember, just got acquired by Twitter this past week.
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Twitter introduces a tip jar, literally called Tip Jar. Why crypto trading juicing Square’s earnings is worth thinking about. What is the mysterious social space Netflix is surveying users about building? Yes, Substack is letting writers build magazines and newsrooms, so stop pointing out the obvious. And, of course, the weekend longreads suggestions.
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IBM says it has created the world’s first 2nm chip. Google really wants everyone to use two factor authentication. Twitter is enacting more speed bumps to get you to stop trolling people in your tweets. Apple’s delicate dance with Netflix over in app payments. And SpaceX finally gets its Mars rocket to… not blow up on landing.
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Facebook’s Oversight Board upholds the Trump account suspension. Signal trolls Facebook using its own ad system. An appeals court has ruled that Section 230 does not apply to app design. Kind of. It’s complicated. And the not complicated reason why some exchanges can’t tell you the price of Berkshire Hathaway stock right now. Think: partying like it’s 1999.
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Twitter opens up Space more broadly, and buys the startup Scroll. So, what is the larger endgame here with their subscription play? Apple benefits from the turmoil in Google’s AI team. A breakdown of day one of the Apple/Epic Games trial. And how many people still pay a monthly subscription to AOL?
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Kuo says we’re gonna see a foldable iPhone soon. After the iOS privacy changes, Facebook is giving users popups begging them to turn tracking on. The interesting new “green” cryptocurrency that is launching today. And a backgrounder and breakdown of the Apple/Epic games trial that is kicking off today.
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Last week, the great Ed Zitron (@edzitron) , head of the media relations firm EZPR, put out a post that got a lot of chatter where he laid out a bear case for Clubhouse. So I tweeted out, did anyone want to do a bull case for clubhouse so we could do a bull/bear debate episode? And the great Joseph Flaherty (@josephflaherty) of Founders Collective raised his hand and said he’d be game to do it, so this is what we have today. An episode of two halves. First, Joe makes the bull case, then after the break, Ed gives the bear take. And that’s it? Great conversation. Great points made by both guys. Enjoy.
Here is Ed's piece that we refer to throughout: Clubhouse and Audio's Feature Not A Product Problem (And How It Might Possibly Be Meerkat 2)
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The EU does indeed charge Apple with antitrust violations. Roku has indeed followed through on its threats to YouTube TV. Will the Magic Keyboard actually work with the new iPad Pros or not? And of course, the weekend longreads suggestions.
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Another earnings round up leads me to ask, what if the Covid era really is a historical inflection point for tech? AT&T has decided what to charge for HBO with ads, while Verizon is try to get someone to take AOL and Yahoo of their hands. What if we did streaming gaming, but just for browsing the web? Say hello to Mighty. And odds are, you’ve probably never gotten millimeter wave 5G on you fancy new phone.
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The Consumer Technology Association says they’re doing it live! As in, an in-person CES once again. Samsung announces two superlight laptops that are nonetheless, still “pro.” Netflix launches a new interface to take away what to watch fatigue. A roundup of tech earnings. And help Microsoft pick a new default font for Office.
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Is the EU about to bring the hammer down on Apple? Are Apple M2 chips right around the corner? Spotify launches its Podcast Subscription offering, and it is an interesting contrast to Apple’s. A whole slew of new Fire Tablets from Amazon. Lyft exits the self-driving game. And we’re in a dark new world when it comes to ransomware attacks.
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Facebook rolls out that Spotify integration. Roku accuses Google of making anticompetitive demands for YouTube TV. iOS 14.5 rolls out, and with it that App Tracking Transparency tool. Apple plans a big new campus in North Carolina. And DoNotPay’s latest service helps protect your selfies from the global panopticon.
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Figuring out the AirTags play. New iMac lust. And a deep discussion of the Apple Podcasts Subscription thing.
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Spotify looks like it’s going to quickly counter Apple with a Podcasts Subscription competitor that might be extremely creator friendly. The mystery of the driverless Tesla car crash. Worth noting how quickly things have been turned around for the better over at Snapchat. And of course, the Weekend Longreads Suggestions.
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Dish partners with AWS to build the first public cloud-based 5G network. iPadOS 15 might let you go full widget on the home screen. Some of those stolen schematics suggest we will be getting the MacBook Pros we deserve. I’ve got an interesting raise for a product every Product Manager should know about. And the first reviews of the Apple Air Tags are in.
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The EU proposes a big new regulatory framework for AI. A ransomware gang threatens to release Apple product schematics unless they get paid off. Fallout from yesterday’s Apple event including what you can and cannot put on your AirTags. Netflix has disappointed Wall Street, and Amazon is expanding its “pay with your palm” program to more Whole Foods locations.
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All of the headlines from Apple’s “Spring Loaded” event. All of the announcements Mark Zuckerberg made in that Discord room yesterday. Binance hires a former regulator to be its new CEO. And Fitbit wants to sell you a fashion forward Fitness Tracker.
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Mon. 04/19 – Facebook To Announce Going Big On Audio, Via Audio?
Facebook has probably just outlined its plans to go big on audio, via a digital audio room. Clubhouse has officially announced that big new raise, probably in reaction to that, to some degree, A16Z did indeed triple down, and I try to outline all the threads for you. Britain might block ARM’s sale to Nvidia. And what to expect from tomorrow’s Apple event.
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Chris Fralic of First Round Capital was involved in funding such companies as Ring, Hotel Tonight, Warby Parker, Rec Room, and as you’ll hear today, Roblox. But in addition to being a legend, as you’ll hear, Chris is just an all around good dude...
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The biggest semiconductor companies in the world warn than the global chip shortage might roll on for years. Could that recent batch of Facebook accounts showing up on the dark web lead to the dreaded maximal GDPR action? Apple says it pays artists more than Spotify does, but is that really true? Depends on how you run the numbers. And of course, the weekend longreads suggestions.
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Jeff Bezos pens his farewell to the troops, and also, the shareholders. A big Google Earth update. Some thoughts on yesterday’s Coinbase debut. DJI updates its mid-level workhorse drone. And Ford is taking baby steps to that sort of super cruise control that I really want while we’re wait for full autonomy.
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Wed. 04/14 – Now It’s the FBI Doing The (Legal?) Hacking
The FBI hacked into some Exchange servers to prevent further hacking of Exchange servers. Ming-Chi Kuo thinks the iPhone mini and the notch are both going away after this year. Sony wants you to think of their phones as cameras first. Oculus gets a key new wireless update. And yes, those Boston Dynamics robot dogs have been spotted on the streets of NYC.
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Everyone announced something today. A new Surface Laptop 4. New Nvidia things. New Roku things. Something new from Spotify literally called Car Thing. Oculus is going to hold a product event. Siri leaked the next Apple event. And Grab is going public via a SPAC.
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Microsoft acquires the biggest name in speech tech. Apple is maybe developing some home gadgets I feel like they should have done years ago. Might we see new iPads by the end of the month? Google wants to stop you from walking and texting. And a review of the new Mercedes-Benz entrant into the EV wars.
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Here was our Twitter Space from this week. We ended up talking all about Coinbase, helped by some great analysis from Romeen Sheth, who I think you’ll recall I quoted from when we talked about this on Wednesday. You can follow Romeen on twitter @RomeenSheth, link in the show notes. And also, he has a great podcast called Square One, where he interviews founders and investors, folks like Anthony Pompliano, Li Jin, David Sacks, even Andrew Yang. Give it a listen, search Square One on your podcast app of choice.
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The counting is finally happening, and not to be all Nate Silver, but it’s looking fairly certain that Amazon won its big union battle. Apple and Epic Games are making their first arguments in that big lawsuit. A big new scraping hack, this time for half a billion LinkedIn users. Neurolink shows a monkey playing Pong with its brain. And of course, the weekend longreads suggestions.
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If the chip shortage is now biting even Apple, things are getting real, y’all. Twitter apparently took a run at buying Clubhouse. Facebook has a new Clubhouse like product called Hotline. Lenovo’s new phone convinces me gaming phones are truly a thing. And are there signs we’re finally gonna see those Apple AirTags… or do the tea leaves reveal the exact opposite?
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Coinbase has revealed the number behind their business, and they are brain exploding emoji. A big Patreon raise shows the moneybags are serious about this creator economy thing. Nobody is crying at Plaid over that failed Visa merger. There’s a new king of the gaming laptop hill. And I try my best to unravel the twisted tale of the latest Facebook data scandal.
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Clubhouse isn’t messing around when it comes to flipping the monetization switch. TikTok translation might make that platform even more global. Yahoo Answers circles the drain. Are NFT prices already dropping? And with the new digital Yuan, would the Chinese government be able to literally turn off the money in your wallet?
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The Supreme Court has ruled on APIs in a way that should make most developers happy. Though, the punted on the President blocking people on Twitter. LG is exiting the smartphone business. And we already knew half a billion people’s Facebook data was out in the wild, but now that we’ve SEEN it in the wild, I’ll tell you why you should take notice.
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We didn’t go as long as last time because after about 45 minutes, somehow no one could hear me, even though I was the space commissar, or whatever they term it. Anyway, as you’ll hear, we ended up talking about that big AR story with Microsoft and the HoloLens and the Pentagon. Robert Scoble, who has been on this beat for years showed up serendipitously, to give us some schooling in the space. Enjoy…
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Coinbase is going public and sharing its numbers ahead of time, which is rare and probably a sign of confidence. The App Store has started rejecting apps ahead of that big new privacy change. Has Tencent’s gaming studio become the biggest in the world? Another Clubhouse clone, this time from Discord. And of course, the weekend longreads suggestions.
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Microsoft’s big HoloLens deal with the Pentagon is maybe the big bang for the augmented reality industry. Amazon says their folks can come back to work soon, and in fact, they’d prefer if you did. Bearish signs for the work remotely movement? Why these are boom times for chip makers. And why Siri’s new voices think of gender as a spectrum.
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Facebook has announced News Feed changes to bring chronology back. LinkedIn is working on a Clubhouse rival and I think that makes total sense. Apple actually leads an interesting investment round. Deliveroo has a disastrous first day on the public markets. And how about Roblox, but inside the Unreal Engine?
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It’s actually a nutso butso news day. Spotify is launching a Clubhouse competitor. Amazon is spinning up a new line of custom silicon. Big updates to Google Maps. We know the dates for WWDC. Amazon seems to be doing some Twitter sock puppetry. A bunch of new phones from Xiaomi. Substack is raising another big round. And that’s not all. There’s so much that happened today in the world of tech, that I can’t even promo it all, so let’s just get to it.
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New York, Japan, China and the EU are all gonna try out digital vaccine passports. Visa is gonna try out a stablecoin to settle transactions. The official PHP Git repository was hacked. Boston Dynamics has a new robot that isn’t as scary… unless you’re a warehouse worker. And what is Amazon’s aggressive PR recently all about?
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This is the clubhouse room from Monday, March 22nd. Topics discussed here include the situation with the Dispo app. Zoom’s new SDK. The fate of the HomePod and that secret new gizmo inside the HomePod Mini, and a deep dive into two of the longreads from LAST week: Moore's Law for Everything post and Tim O’Reilly’s piece The End of Silicon Valley as We Know It?
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So, as I said, this is one of the clubhouse rooms we did this week. In fact, it’s the one from last night. Chris convinced me to split the two rooms into two episodes, so I’m releasing this one, from Friday first, and tomorrow I’ll post the one we did Monday night. Topics for this episode: Slack getting into social audio, Microsoft buying Discord, what the heck is BitClout! The great Brady Dale @BradyDale from Coindesk helped us out with that. And more explication of my rant concerning the whole Medium situation.
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The House tech hearings were a nothing burger, but I’ll try to explain what that means for us. Apple is considering a more rugged Apple Watch. Slack is doing a Clubhouse clone and… stories. WeWork is back, with a SPAC. And of course, the weekend longreads suggestions.
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Remember that Onion headline, F- Everything, We’re Doing Five Blades? Well, Samsung says welcome to the DDR5 era. There’s more tech testimony on Capitol Hill today. That Arizona bill that would have regulated the App Store mysteriously disappears. Deliveroo is facing a full on revolt. And my wife covers the Chrissy Teigen twitter news.
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You can now use Bitcoin to buy a Tesla. You can now DM anyone on Slack. Intel is now doing what Ben Thompson has been telling them to do for years. What Medium is doing to journalists is dumb. What Verizon is doing with Yahoo+ is dumb. And is the Chief Impact Officer title a real role, or is it… dumb?
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Microsoft is reportedly in talks to buy Discord but Discord might just take itself public instead. A ton of video game news including an Xbox rebranding, a new Niantic partnership with Nintendo, and new rumors of that upgraded Nintendo switch. A new consortium wants to take the pain out of browser compatibility and Apple faces a class action lawsuit over the butterfly keyboards.
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Red hot app Dispo is losing some big name investors and the founder is leaving the startup’s board. As anticipated, Zoom goes platform. Microsoft is beginning a soft HQ reopening. The secret sensor found in the HomePod mini. And the smart startup that has cloned Amazon’s biggest competitive moats, to make them available to everybody.
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Last weekend a listener to this show, Ti Zhang, (@zero_chill_tea) tagged me on twitter around a conversation they were having about NFTs and the degree to which, lots of folks in the art world are not so thrilled with the advent of NFTs. They said, sure, we see all the headlines around famous artists and celebrities and all the money being made. But was I aware that artists were seeing their work stolen and sold as NFTs? That artists were taking their work down from the internet to make sure it wasn’t scraped and used on a blockchain somewhere? I was not. They started sending articles and links, some of which I posted in the show notes and I was like, hey, instead of just educating me about the NFT thing from the artist perspective, come on the show real quick and educate us all. So, the first half of the show is that. Thank you Ti, for being such a great resource.
Then, after a break, the second half of the show will be just some of the Interesting Raises from the Interesting Raises episode that RideHome+ subscribers got this weekend. Less than half the content. If hearing these gives you a bit of FOMO, of course you can always sign up for the RideHome+ feed anytime, at tech.supercast.tech. As always, link to sign up for that feed is in the bottom of the show notes.
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It’s app platform product news day! Instagram is working on a version of the service suitable for kids. Twitter wants you to watch YouTube in-stream. Telegram is basically adding all the Clubhouse features I’ve been dreaming of. Was an anti-Apple rebel alliance born last night in a Clubhouse room? Why China is banning Tesla in some cases. And of course, the weekend longreads suggestions.
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It’s an Apple rumor Thursday from both the boys, Gurman and Kuo. Sony is taking what it’s learned from the DualSense controllers and bringing that to VR. YouTube rolls out its TikTok rival. Spotify wants you to know it gets artists paid. And I do my best to explain the whole creator economy controversy that has sprung up over at Substack.
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Samsung’s second Unpacked event of the year brings new midrange phones. But are they really discontinuing the Galaxy Note, and are chip shortages the real reason why? Are reductions in app store fees really what they’re cracked up to be? Has Uber had a change of heart or just an acknowledgement of the inevitable? And the bear case for Clubhouse that everyone is talking about.
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Google’s 2nd gen Nest Hub gets sleep tracking thanks to the Soli chip. Intel’s 11th Gen desktop chips launch. Xi brings the hammer down on Chinese tech. And the craziest cellphone hack I’ve ever heard isn’t a hack at all, since it’s in a nutso-buttso unregulated grey area.
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Stripe, by some measures, has become the most successful Silicon Valley startup of all time, with their recent raise. Airtable too has an impressively interesting raise. Facebook wants to find you a vaccine appointment. The US is looking to overhaul its cybersecurity missile shield. And checking in on the whole Jack Ma situation.
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Netflix is cracking down on password sharing. Apple sues a former employee for allegedly stealing trade secrets. Masa Son is back, baby! I guess we have to watch ads on our $1500 smart tvs now, and of course, the weekend longreads suggestions.
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Roblox’s public market debut and why people are so excited about it. Twitter to open up spaces to everyone next month. An Apple silicon friendly version of Photoshop sports so eyebrow raising performance gains. Are iPhones about to get heavier? And the NFT sales record has been shattered thanks to Beeple.
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Hackers breached the security cameras used by everybody from prisons and hospitals to Tesla factories. Why you will no longer “subscribe” to this podcast, but will “follow” it. Why T-Mobile is signing everyone up to have their usage data tracked by advertisers. And Facebook’s 10 year roadmap for AR and VR.
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Is Joe Biden about to name the architect of the current antitrust movement to a seat on the FTC? Are other bad actors swooping in to take advantage of the SolarWinds hack? Is Microsoft gonna play both sides of the fence with new Surface devices? And why popular YouTubers are suddenly building their own platforms.
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Ming-Chi Kuo’s grand unified Apple rumor includes AR enabled contact lenses. Is the US about to retaliate in kind for the SolarWinds hack? Mobile World Congress is gonna go ahead and do it live! And in person. Why is Google making Google Pay worse? And do we need a new podcast wager about meaningful quantum computing by 2023?
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I don’t think this one requires any in depth intro. The great Brady Dale of Coindesk, walks us though the whole NFT phenomenon. What are NFTs? How do they work? Why are people so crazed about them at the moment?
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Tim Wu joined the Biden administration and that sound you hear is a big collective gulp from Silicon Valley. A tweet undo button has been unearthed. Turntable.fm has resurfaced. New data suggests the death of silicon valley has been exaggerated. And of course, the weekend longreads suggestions.
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Square is acquiring a majority stake in Tidal, and either this makes little sense, or it’s a watershed moment in this NFT/creator economy phenomenon that’s suddenly washing over all of us. Apple walks the walk in terms of data portability. But they’re facing serious new anti-trust scrutiny in the UK and Arizona. And our year of Covid, at least measured in internet traffic numbers.
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Google says it’s getting out of the ad tracking game. Kinda. I’ll explain what’s really going on here. Headline wrapup from Microsoft’s Ignite conference includes AR excitement. Brave is launching a privacy search engine. And why Amazon’s app icon redesign reminded people of Hitler’s mustache.
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Is the iPhone about to lose the notch and join the hole-punch universe? Whole bunch of new features for Microsoft Teams, and also a new Microsoft smart-speaker. Instacart has a monster raise. Grimes has a monster NFT sale. Discovery+ is an interesting dark-horse in the streaming wars. Oh. And “fly” drones.
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Tonight's Clubhouse Experiment
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Instagram launches Live Rooms for group broadcasts, which, depending on how you use it is either basically FaceTime for Instagram, or another shot across the Clubhouse bow. Is the micromobility space revving up to roar back to health? Are US-based drone makers about to step into the void left by DJI? And Chris Dixon tries to contextualize NFTs for us.
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Chris Messina and I go deeper on some of the news of the week.
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Twitter just wants to give us everything all of the sudden, including charging for tweets, sort of groups based on interests, and even blocking and muting accounts. Google gives devs a Sleep API. Why has LastPass decided to piss everyone off all of the sudden? Why Xiaomi is the up-and-comer to keep your eye on. And of course, the weekend longreads suggestions.
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The Biden administration signs an executive order addressing the chip shortage. I’ll tell you why this is evolving into a big deal. Coinbase files its S-1 so we get to look under the hood of their business for the first time. Paramount+ reveals pricing and content details for the first time. And timely interesting raises in the Ethereum space which means: NFTs.
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Facebook defends its stance in Australia. MicroStrategy doubles down on its stance vis-à-vis bitcoin. Is “Sign In With Apple” the new stick the antitrust folks might use to beat Apple with? But conversely, have you noticed that social networking has gotten hella competitive lately? What does that mean for anti-trust arguements vis-à-vis Facebook. Oh, and a skateboard for AR glasses.
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Australia caves in to Facebook. PlayStation is planning a big new push in VR. The Mate X2 keeps the foldable dream alive. The weird new malware infecting Apple Silicon Macs. And let’s use NBA Top Shot as a lens to explain NFTs.
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Spotify’s new HiFi subscription tier. Clubhouse has security concerns. Apple is king of the smartphone hill once again. Maybe the biggest survival story of the Covid-19 era is about the IPO. And is the Facebook news ban pushing Australians into the arms of the news publishers themselves?
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As mentioned, for my birthday this year I got my first VR rig, an Occulus Quest 2 because if an Apple AR/VR thingy is coming, if Facebook continues to invest in VR, then I figured it was time to, you know, not be functionally inexperienced with the space. I have a little bit of crypto to understand the space. Looking to get my hands on some NFTs to understand the space. I’ve got an onlyfans account to understand the dynamics of what works in the creator economy. And that’s the only reason, I swear. Anyway, in this episode we’re going to talk about some of the things I’ve learned and to do so, we’re going to talk to two folks. First, some of you might know Kyle Hilliard, he was for a long time the host of our Gaming Ride Home podcast, before the pandemic put paid to that show. He’s a veteran games journalist, and actually, you can still hear Kyle talk gaming on the MinnMax podcast. Link in the show notes. Kyle helps me understand the state of the industry from a developer and corporate and startup perspective. And also, we’re going to talk to Seth Rininger (@Sethmr1989) who is a kind-hearted listener to this show who, when I put out the word for someone to help me get onboarded with Oculus platform, kindly answered the call and helped guide me through getting my VR legs under me. My discussion with Seth is designed to give you an idea of where VR is at right now, in case you’re looking to give it a go yourself.
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Uber has lost one of its most significant independent contractor battles, in this case, in the UK. The Android 12 Developer Preview is here. Office 2021 is coming. And of course, the weekend longreads suggestions.
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I’ll do my best to explain this Australia situation with Facebook and Google. SpaceX is our interesting raise today. Nvidia unveils a line of chips just for crypto. Does Apple want to set the standards for 6G? And if remote work is the future, why is Big Tech still building so much office space?
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Epic Games takes its war with Apple to Europe. But Apple wins a skirmish in North Dakota of all places. New York sues Amazon over worker issues. Google maps will now let you pay for parking. Some tangible numbers about the recent NFT explosion. And why the new headphone emoji look suspiciously like AirPods Max.
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The essay we hope to discuss on Clubhouse tonight: Why did I leave Google or, why did I stay so long? (Noam Bardin)
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Bitcoin hits its latest, biggest milestone. A OnePlus cofounder’s latest startup is: Nothing. But it bought something: Essential. I’ll explain why this “who’s on first” routine might be interesting. Why government antitrust action has a tendency to open the litigation floodgates. And if you’ve been hearing about that new app Dispo, I’ve got an explainer for you. Cause that’s what I’m here for.
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We’ve got our first look at how Microsoft plans to bring xCloud to every device, even iOS. Is Facebook building a smartwatch? Maybe because they’re so pissed at Apple? Is everyone trying to scupper the Nvidia/ARM deal? And why I failed to mention that Paramount+ is the new entrant in the streaming wars.
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If you want the single best person in economics twitter to follow, it’s Noah Smith, Bloomberg’s Economics Opinion Columnist. If you want to him, its @noahpinion, by the way. If you want a great substack to sign up to, try noahpinion.substack.com… the free article this week is called Triumph of the HODler’s… I hope I remember to link to it in the show notes. It’s the best summation I’ve read of what’s going on with Bitcoin at the moment. But also, as you’ll hear, he has a great new podcast with another economist I respect, Brad Delong. Noah is just a smart, smart guy. If you want a smart economics angle to anything happening in the world right now, he’s just the best. Noah and I have been friendly on Twitter over the years, occasionally exchanging DMs about obscure details about the Holy Roman Empire, but this is the first time I “met” him if you will. It’s been a while since I was sort of starstruck to interview someone, but here you go. The great Noah Smith…
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Google adds some photo editing features to Google Photos that maybe points to a larger subscription play. Is Apple’s new AR app for TV+ a sign of things to come? Disney+ numbers are amazing. Apple Watch estimated numbers are impressive. And of course, the weekend longreads suggestions.
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Facebook wants to copy Clubhouse too, and meanwhile I got to try out Twitter Spaces last night. Did Microsoft make a run at acquiring Pinterest, and would the government let that happen? Is Peacock the sick man of the streaming wars? And an interesting raise around the creator economy.
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Maybe… the whole TikTok kabuki theater is at its endpoint. Salesforce thinks the whole concept of the “9-to-5 workday” is at its endpoint. More smoke around the Apple Goggles fire. Why you need to get hip to the concept of non-fungible tokens. And why cops have gotten hip to playing Sublime songs to prevent you from filming them.
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Amazon is ginning up a new Echo device that’s like a dashboard for your household. Big changes to Android leaked to the internet. Reddit raises a big round. Mark Cuban is gunning for Clubhouse. And I’ve been warning y’all of industrial hacking. We almost had a big disaster down in Tampa Bay.
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The singularity is near, cause all our meme stories are colliding. Tesla has bought a ton of Bitcoin while Elon is tweet-pumping Dogecoin. Clubhouse is blocked in China. Cold water on the Apple Car story from Hyundai itself. TikTok is skipping directly to an ecommerce buildout. And Xiaomi’s big new global flagship phone.
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This is Garry's YouTube channel.
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Are Apple’s coming IDFA changes going to have a bigger ripple effect across the entire tech industry than we’re even anticipating? Chinese users are flocking to Clubhouse which… probably means the end of Clubhouse in China. Why a shortage of silicon is causing automakers to cut vehicle production. And, of course, the weekend longreads suggestions.
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Whole bunch of Apple rumors today. The most details yet on the Apple headset. Will the Apple car be an AV first, and does that just mean it will be for delivering things? Is the iPhone 13 getting better cameras? And also, Amazon is deploying cameras on its trucks. And Senator Klobuchar wants to put the burden of proof on the acquirers, when it comes to tech mergers.
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Jeff Bezos is stepping down as Amazon CEO, to be replaced by Andy Jassy. Google is losing a ton of money on its Cloud, but YouTube is finally hitting its stride. Apple might formally do an Apple Car-related tie-up with Kia in a matter of weeks. And why I finally got off the fence and decided to investigate the AR/VR space.
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Google is getting out of the game development business, but is it getting out of the Stadia business or just pivoting to infrastructure? Apple acknowledges that Covid has basically hobbled Face ID. Uber gets into the liquor delivery business. And Amazon’s plans for its HQ2 architecture shows at least somebody in Silicon Valley is not buying the remote work hype.
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It’s a day ending in -a-y, so that must mean Google discontinued another flagship product. Microsoft reports that its next growth industry is cybersecurity. Ring has basically doubled the amount of police and fire departments that can request access your doorbell videos. And what happened when Elon Musk showed up in Clubhouse last night.
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What once was a story about Game Stop and Reddit, has suddenly become a story about Robinhood. I’ll catch you up. Everybody wants in on the newsletter game all the sudden. Hyundai is having second thoughts about building an Apple Car, and a special stonks themed edition of the weekend longreads suggestions.
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We finally get to the whole GameStop story cause Robinhood has frozen trading for some folks looking for fresh “tendies.” Apple and Facebook release absolutely killer earnings. As expected. But are they about to go to world war in court? Tesla’s earnings disappoint. And Facebook’s Oversight Board issues its first rulings.
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Microsoft earnings are insane, as expected. Wonder Woman might have made HBOMax a contender. YouTube is still the king of getting creators paid. What if I told you Atari doesn’t want to be left out of the game streaming wars. And listen to the end of this episode for the big podcast announcement I’ve been promising.
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Twitter acquires a Substack competitor. It’s also iterating product in terms of… check’s notes: content moderation? The black hats are targeting the white hats in infosec. Interesting executive shuffle at Apple. A $2500 smartphone from Sony that really might be a “pro” device. And would you let me put a 5G gear box in your front lawn? You might not have a choice.
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Clubhouse has become a unicorn in, what… nine months? Google is making its facilities available as vaccine centers, while its workers are union organizing globally. Apple wants you to get up and walk. And why the SPAC frenzy could potentially transform the startup ecosystem over the coming months.
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In 2017, scientists sighted the first interstellar object, the first thing we definitively know came from outside our solar system… something that was not bound to the gravity pull of our sun. But that was just the beginning of the oddness exhibited by the object known as Oumuamua. It didn’t behave like a comet. It didn’t seem to be made of materials we expect. It was shaped in a way that nothing in nature should be shaped like. And as it curved around our sun, it actually accelerated in a way that we couldn’t account for by the laws of physics. In his new book, Extraterrestrial: The First Sign of Intelligent Life Beyond Earth, which comes out Avi Loeb, Harvard’s top Astronomer, argues that Oumuamua was most likely an alien craft, or artifact of some kind. It likely had some sort of solar sail mechanism, and actually, suggests it might be functioning as some sort of interstellar buoy. We’re going to get into that in this episode, but stay to the end, because forget small satellites, do you know we could shoot a super small probe, about the size of a small satellite, attached to a solar sail and pushed by a laser right now, today? Humanity could reach another star for the first time in just 20 years… in all of our lifetimes, and we could get the data and pictures back within 24 years. Avi is working on this with the backing of Yuri Milner and Mark Zuckerberg among others. So, come for Oumuamua, and stay for the crazy space project that, in my opinion, should be the one we all band together to pursue.
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What does it mean for Alphabet if it’s starting to cut bait on its “moonshots?” Is Google going to cut bait entirely, on the entire country of Australia? More signs that Apple is atoning for their laptop design sins. Looks like we were right, Plaid is very much, no Visa, no cry. And of course, the weekend longreads suggestions.
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Apple’s first foray into VR is coming next year, says Mark Gurman, but the real game is in AR and that’s a ways down the road. Amazon wants to help roll out the vaccines. Are laptops getting taller? One chat app to unify them all? And everybody wants a dark mode, even the White House.
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Is Andreessen Horowitz about to spin up its own media platform? Anthony Levandowski gets a pardon and Jack Ma resurfaces. Netflix is about to start printing money, and they’re about to give you a “shuffle play” button. And why Ben Thompson thinks Intel is in even more trouble than everybody thinks.
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Qualcomm unveils the Snapdragon 870. Cruise, Microsoft and GM all get together in a beautiful marriage that is just as much about cloud computing as it is self-driving. Has the policy controversy endangered WhatsApp in India? And why the whole Smart Home and Internet of Things industry might be taking a breather.
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The first ever interesting raise omnibus episode!
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Is Apple finally throwing in the towel and giving us the sort of laptops we actually want? With these IPO first-day pops, forget banks screwing startups, are VC’s also undervaluing companies right now in a way that is unfair? Amazon wants to do in cars what it’s done successfully in homes. And, of course, the weekend longreads suggestions.
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All the news from the Galaxy Unpacked event. The tech stock IPO first day pop bubble continues. Asus persists with that dual screen laptop thing. BMW has a new way to unlock your car with your phone. And Google absolutely swears it won’t use your fitbit data against you. Swears.
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The Visa/Plaid merger is called off, and I’ll tell you why I think this is a sign of the current situation for tech. More tectonic shifts in the chip industry including Qualcomm acquiring a startup and Intel losing its CEO. More smoke around the fire story of an Apple Car. And Facebook has noticed you downloaded Signal.
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Intel’s new flagship chips are here. Lenovo’s new laptop lineup is here. Walmart wants in on the fintech startup game. GM is spinning off a new electric delivery truck startup. And I know foldable phones haven’t exactly taken over the world, but could I interest you in a rollable phone?
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Once again, did some things happen since we last spoke? A run-down of, especially, the Parler situation. And it’s the first day of CES. Here’s what we’re missing in terms of gadget announcements, cool gadgets we’d love to get hands-on time with and the weird gadgets that make CES so fun.
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Interesting new Apple Car rumors, including how they’ve basically raided Tesla for talent, apparently. Alex Stamos and Chris Krebs have formed the security Avengers. People do seem to be jumping ship from WhatsApp. Why Roku is maybe the dark horse of the Streaming Wars. And, of course, the weekend longreads suggestions.
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Some stuff happened yesterday at the US Capital, and there’s a tech angle to it. Is SolarWinds just the beginning of the supply chain compromises? There’s new wi-fi coming that is faster and broader. Did the Georgia runoff mean the floodgates are now open for tech antitrust? And what the final segment pre-supposes is: putting a 55 inch display inside a car is a good idea.
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There are two new GPT-3 models and now the robots have come for the graphic artists. Trump continues his tech cold war against China, but the question is, will Biden? WhatsApp is further absorbed into the Facebook mothership. Eve Online players broke the game by playing it so hard. And Cameo wants you to know there’s money in the banana stand—I mean... paying Tom Arnold to record a video for you.
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The OCC clears US banks to run crypto nodes and issue stablecoins. Microsoft wants to make One Outlook to rule all your email and calendar apps. Looks like Haven couldn’t solve healthcare. Why haven’t we seen Jack Ma in public for going on two months now? And Singapore says SYKE on that whole, not using Covid tracking data to keep track of citizens.
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Google/Alphabet workers launch an official union drive. We’ve got a date for the Galaxy Unpacked event. Microsoft wants to give Windows a good scrubbing this year. Everyone wants a piece of ShareChat. Gazelle is getting out of the trade-in business. And LG doesn’t want to give up on tv screens you can hide away when not in use.
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Apple loses an interesting copyright law case. Get ready to see TikToks in your Google searches. Amazon’s “other” business unit is becoming a monster. The tech consumers did, and did not AS MUCH partake in over the holidays. And of course, the weekend longreads suggestions. For the final time in 2020, here’s what you missed in the world of tech.
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Coinbase is suspending trading of XRP. Ant Group tries to appease the CCP. Will we soon see immunity passports on our phones? We now know the identity of the first tech IPO of the new year. And why, if you’re doing to do some dirt, you might want to know that your car is probably going to bust your alibi.
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The Chinese Communist Party is throwing serious cold water on its entire tech sector by continuing to target Jack Ma. Did Elon Musk once try to sell Tesla to Apple? Drones are getting digital license plates, of a sort. And a look at the generation of search engine startups hoping to, you know, maybe strike at Google while the antitrust iron is hot.
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The SEC does indeed sue Ripple, and that could be a bigger deal than I thought. Twitter won’t hand over the @Potus Twitter followers to Biden. What Zoom wants to do for its next act beyond video. Controlling your AirPods with your teeth. And, special for this week, a Long Holiday Weekend edition of the Longreads Suggestions.
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See… I had a feeling. Reuters says Apple really is revealing an Apple Car in the coming years. More details on that suit charging Facebook and Google allegedly agreed to divvy up the ad market. The third biggest cryptocurrency says the SEC is coming after it. And the crazy story behind those sexy butt-flap pajama ads you’ve seen all over the internet.
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Huge day for Real Estate tech with Opendoor going public to a soaring valuation and RealPage getting bought for a ton of money. Microsoft might design its own custom silicon, cause, why not (to quote Vincent Hanna)? Is the first under the display selfie camera basically a fail? And could we actually see the Apple Car debut as soon as next year?
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Drone maker DJI is blacklisted by the commerce department. Group video comes to Echo devices. Twitter launches Spaces. Sony offers refunds for Cyberpunk 2077. Coinbase files to go public. And, of course, the weekend longreads suggestions.
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Mommy and Daddy are fighting. This time it’s Apple and Facebook and it’s getting pretty heated. The EU okays Google’s acquisition of Fitbit. Substack has resurrected Google Reader, in spirit at least. And why the new antitrust lawsuit against Google is maybe the most serious yet, because we’re talking about actual felonies here. Potentially. Allegedly.
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Day three of the SolarWinds hack fallout sees major investors unloading stock at a suspicious time. M1 chip support comes to some major apps. Periscope joins the Deadpool. Bitcoin crosses $20k. An AirPods Max review. And what if you could make a digital platform for board games?
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Europe’s big new regulatory regime for big tech. More fallout from what looks like the biggest hack our government has ever seen. The FTC asks basically everyone in tech how they get their data. A ‘faraday fabric’ that can serve as an invisibility cloak for radio waves. An interesting raise to make exoskeletons. And a review of the new all electric Ford Mustang.
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Hackers attack the US Treasury in an attack so severe one person called it a 10 out of 10. Pornhub has removed millions of videos. Amazon’s Zoox has a robo electric taxi. Are the recent IPO pops sign of a bubble? And could Jony Ive’s next job be as the head of luxury automaker Ferrari?
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Connie Chan, from Andreessen Horowitz, talking about: Live, Social, and Shoppable: The Future of Video
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Disney+ is about to get a bit more expensive, but you’re also gonna get a lot more stuff to watch. Are we in a tech IPO bubble? X64 emulation comes to Windows. Apple whispers that it will likely be dropping Qualcomm like it dropped Intel. And of course, the weekend longreads suggestions.
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I try to give you the outlines of the Facebook antitrust thing, and what it might mean for tech. Airbnb makes its market debut. Crunchyroll finds a safe home away from AT&T. I bet folks at HBO are jealous. Boston Dynamics finds a new guardian as well, that hopefully can find something useful for it to do. And it really is, finally, the end of the road for Flash.
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FireEye says it got hacked by a nation state. Microsoft’s cloud gaming is coming to iOS in the spring. Samsung’s unpacked event is coming in about a month, and we already got plenty of leaks about the phones we expect to see. Is Apple’s self-driving project still on track? And if you feel like you’ve been getting more spam calls this year, while rents in San Francisco have been plummeting, I’m here to tell you, neither of those trends seem to be imaginary.
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Say hello to AirPods Max. Cloudflare and Apple have developed a new internet privacy protocol. Google’s Stadia is finally flipping the switch on one of its biggest selling points. Uber is exiting the self-driving sweepstakes, but what does that mean for its future? And more fallout from that Warner Media streaming decision.
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Apple isn’t wasting any time when it comes to ARM-ing up its entire Mac lineup, according to Mark Gurman. Wish is about to go public too. Airbnb and DoorDash are lifting their ranges. Is email signatures a bigger market than I ever imagined? And how drone deliveries might change how we design or homes and neighborhoods.
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As promised, here’s Recode’s Peter Kafka, the dean of the media reporters, someone we should have had on the podcast a long time before this. Do checkout his podcast, Recode Media with Peter Kafka.
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Another monumental crack across the land as Warner Brothers has maybe signaled the death of the business model Hollywood has relied on for 100 years. Is Stripe signaling it wants to completely rewire the global monetary system? Have Chinese scientists achieved Quantum Supremacy? Would you be interested in deep sea tourism? And of course, the weekend longreads suggestions.
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A new bill could regulate crypto in a way that crypto folks say would defeat the point of decentralization. Facebook antitrust could be coming next week. Loon is the first to turn the skies over to artificial intelligence. Hackers are targeting the vaccine rollout. And now, you too can contribute to Street View on Google Maps.
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A full analysis of the huge Salesforce/Slack deal. What HPE leaving Silicon Valley means, even if only symbolically. Qualcomm’s new flagship Snapdragon chip. All the announcements from AWS re:Invent. A smartwatch with a 9 day battery life and putting holograms right on your mantle might finally be getting practical.
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Amazon launches EC2 Mac instances. Don’t call it Libra. At least, not the Libra Association. Is Samsung thinking about discontinuing the Galaxy Note line? Why DeepMind solving the protein folding problem is such a big deal. Are VR and AR about to blend? And the interesting case surrounding our main computer hacking law that was argued before the US Supreme Court yesterday.
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DoorDash lines up for its IPO and seems to be cresting the wave perfectly. Airbnb is right behind it, swelling a bit as well. Salesforce looks like it will be buying Slack as soon as tomorrow. The UK finally, officially bans Huawei. The monster computer display I want very badly. And remembrances Tony Hsieh, gone, tragically, way too soon.
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Twitter is revving the little blue checkmark engine back up, but it will work slightly differently than before. Stripe is either already impossibly big, or not nearly as big as it should be, depending on your point of view. Are you ready to speculate about the next generation of Apple Silicon chips? And, uniquely for this week, the week… end longreads suggestions.
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Apple’s head of global security is indicted on bribery charges. But… it’s a little nuanced. Facebook turned back the dial on divisive news stories after the election. Forget Substack; why OnlyFans might be the biggest story in terms of creator platforms right now. How Elon Musk became the second richest man in the world, and why Werner Herzog is mad at him.
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Cloning Snapchat isn’t cool. You know what’s cool? Cloning TikTok. Even Snapchat has joined the bandwagon with Spotlight. Are people fleeing ads in feeds because the market is saturated? I break down all of last week’s big moves in Digital Media. And why the Covid Tracking Project deserves a friggin Nobel Prize.
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A deep-dive conversation with hashtag inventor Chris Messina about what makes good product design, how to Product Hunt effectively, and his unique advice about finding success in the Tech Industry.
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Facebook and Apple are calling each other names again. “Privacy Thief!” “Monopolist!” And why we might see more of this in the coming years. Roblox files maybe the most exciting S-1 of this IPO batch. Stadia is going to work around the App Store too. Another big milestone crossed for self-driving cars. And, of course, the weekend longreads suggestions.
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A major strategy shift for Google Pay might be a big deal. But a minor shift in YouTube monetization is the same old, same old. Apple pays to settle an investigation into iPhone throttling. Affirm files for its IPO. Apple Silicon continues to absolutely wow people, and by the way, the iPhone 12 Pro Max camera is wowing professional photographers.
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The App Store has cracked open a bit. Apple will cut its vigorish in half, for most developers, but not the ones that make them the most money. Robinhood is probably gonna join the cavalcade of IPOs. Marissa Mayer is back. And the biggest social network you’ve probably never heard of is coming from France.
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Tonight's bonus episode taping. 9pm eastern. 6pm pacific.
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Amazon launches Amazon Pharmacy. Twitter launches Fleets, but the real news is they’re testing a Clubhouse clone with audio rooms. Airbnb finally files to go public. And running through the flood of reviews for the new Macs with Apple Silicon, I’m starting to become a believer. Apple might be able to revolutionize—and run away with—mobile computing with these chips.
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Continued problems with Big Sur have some people wondering if this is Apple’s version of Windows Vista. But actual benchmarks continue to show Apple Silicon is probably a big win. All the details of the Galaxy S21 lineup have leaked. A monster new GPU for supercomputers. And a PC monitor that can actually double as a modern smart tv.
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DoorDash files its S-1, and has a surprisingly good business, it looks like. The US backs down on TikTok. Is the whole Ant IPO thing, not business but personal? Why you should probably wait to download macOS Big Sur. How much Disney+ continues to kill it. And of course, the weekend longreads suggestions.
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Why Google sunsetting the free version of its Photos service has so many people riled up. Apple’s TestFlight update should make beta testing apps easier. Amazon’s Alexa Care Hub should make caring for elderly relatives easier. A “bank on rails” is an interesting raise. And is the HomePod mini worth buying?
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So wait, is TikTok facing shutdown again, as soon as tomorrow or… what? Some analysis on how well those M1 chips might actually perform. Ring doorbells are catching fire. The Hyperloop takes its first passengers for a ride. And does China now ALSO think that big tech has gotten too big?
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Apple’s One More Thing Mac Event. The EU sues Amazon for antitrust. The Slingbox is no more. And, apparently, the MagSafe Duo charger is no good.
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Apple is not happy with a key parts supplier. If you’re running an old version of android, you might be shut out of some important websites soon. Is SoftBank’s Vision Fund, back, baby? Is the Raspberry Pi 400 any good to use? And what can Silicon Valley expect from a Biden administration.
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You know the drill...
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Is it too soon to start talking about the iPhone 13? It’s review day. Reviews of the iPhone 12 Mini, iPhone 12 Pro Max, and the PlayStation 5. Why I think the DOJ suing to block the Plaid acquisition is such a big deal. And of course, the weekend longreads suggestions.
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WhatsApp gets disappearing messages ten years after Snapchat! A new entry-level, ultra-lightweight drone from DJI. Productivity laptops are getting interesting designs, ala gaming laptops. Ethereum 2.0 is coming. How and why Jack Ma pissed off the Chinese government. The Xbox Series X reviews are in. And Justice Department just sued to block Visa from buying Plaid. But that just broke, so I’m telling you it happened now. We’ll analyze it tomorrow.
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Californians pass Proposition 22, and voters in Massachusetts strike a blow for the right to repair. You no longer need a phone to listen to Spotify on your watch. And why Walmart might partner with Comcast to make TVs, countries might force Netflix to produce content inside their own borders, and Hollywood is losing visual effects talent to Silicon Valley.
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So, that November 10th Apple event might see a full slate of Mac laptops with Apple Silicon inside. Why has Ant Group’s IPOs been called off? Why has Walmart called off plans to allow robots to roam its store aisles? And someone explain to me why Spotify’s proposed new algorithm changes aren’t a modern form of Payola?
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Raspberry Pi launches the Raspberry Pi 400. All the big platforms’ plans for election day and beyond. Huawei is gonna make its own chips because it has to. Gaming continues to lead the way into the future in so many ways. And the Kafkaesque nightmare of Google locking you out of all your accounts.
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Netflix raises prices. Because they can—and maybe because they should. Google wants to give you a free VPN. Samsung helps you find your galaxy of Galaxy things. A rundown of yesterday’s big day of tech earnings. And, of course, the weekend longreads suggestions.
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Major warnings about a rash of ransomware attacks on US hospitals. The new AMD chips. MOAAR consolidation in the chip industry. Can I introduce you to Quantum Computing as a Service? And a reminder that as Hollywood moves to streaming first, you don’t own anything. Seriously. You’re just renting.
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Does the iPhone 12 have secret reverse wireless charging just waiting to be turned on? More signs Apple might be building its own search engine. The headlines from today’s Section 230 Senate hearing. Is the DOJ gonna prevent Visa from acquiring Plaid? And how much would you pay Elon Musk to beam you internet from Space?
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AMD does indeed buy Xilinx for $35 billion dollars. The UK bans locked phones. Tinder rolls out video dating. Zoom finally rolls out encryption. A major breakthrough in OLED technology has major implications for VR and for porn. And why the no-code movement might actually usher in the true computing revolution we were promised all along.
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New AirPods and AirPods pro coming as soon as the spring? Facebook launches streaming gaming everywhere but guess where? Ant is the biggest IPO in history. SAP seems to be having Covid issues. And are you still working from home? Well, maybe keep an eye on your ISP’s data caps.
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Joshua Schachter is mostly known these days as a prominent angel investor, but his claim to fame is as the founder of del.icio.us, one of THE sites and startups that convinced me and a lot of other people that the internet space wasn’t dead, in the wake of the dotcom bubble. So, consider this in the spirt of the longreads. A profile of a key startup and entrepreneur, that got the web and the world to where we are today.
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Is PayPal making moves to become a major player in Crypto? A look at the two big ballot initiatives in California that Silicon Valley cares about and which the rest of the country might be affected by. Why YouTube is this election’s go-to place for campaigns to run ads, and of course, the weekend longreads suggestions.
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Quibi’s dead baby. Quibi’s dead. Jony Ive is going to design stuff for… Airbnb? The Mate 40 Pro is the best flagship smartphone you’ll probably never want to buy. What if Snapchat conquers India? The Bahamas launches the first official cryptocurrency for an entire country. And look out cause Tesla is turning on the self-driving beta starting now…
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Big news for crypto as PayPal adopts it, both for users to buy, but also, crucially, for them to spend. Facebook is testing a Nextdoor killer. Update on the Quibi deathwatch. Tech earnings snuck up on me and Evan Spiegel had a good night. And let’s end today with another review roundup. This time of the new iPad Air.
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The Feds have finally thrown the book at Google. But the DOJ has also targeted the infamous Sandworm hackers. Intel sells its NAND memory unit as consolidation in chips continues. Microsoft partners with Elon Musk to take its battle with AWS to space. What product is Google abandoning today? And the iPhone 12 and 12 Pro reviews are here. Which one should you get?
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Apple wants to you to want your A-MTV. iMTV? I dunno. Apple has launched a music videos channel. The new Samsung Galaxies might be coming sooner than ever. The company bringing AR to car windshields. And why Japan saying it’s getting on the regulate tech bandwagon might be the tipping point for the entire sector.
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I don’t think I’ve made any bones about the fact that I blow hot and cold on crypto. Sometimes I grow frustrated that it always seems to be a lot of sound and fury, ultimately signifying nothing. Or at least, not amounting to much that touches normal people’s lives. I dunno if that’s a fair way to look at crypto or not. But at the same time, there is no single corner of tech that has more activity, that has more passion and energy and, just pure, crazy creativity. Lots of people in crypto have adopted my book about the first half of the Internet Era because they hope it’s a guide for how, just when everyone has written off a movement, that’s when it finally breaks through. And I’ll admit, that’s why I keep my eye on a space. That’s why the activity around DeFi has caught my eye. By some measurements, this is crypto actually being USED, in a tangible real world way, and in volumes of activity we’ve never seen before. Is DeFi actually fulfilling the original economic promise of crypto? What, the heck, is DeFi? What is it doing? It’s hard for a knucklehead like me to get my mind around. So, I sent out the bat signal to Brady Dale of CoinDesk to tell me, what the heck is going on with DeFi?
Brady's rough history of the DeFi movement
Brady's explanation of Yield Farming
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Google now lets you whistle or hum to search, which sounds crazy I know, or crazy cool. Are we due for one more Apple event this year? The FCC wants to kill section 230 but actually can’t. Could you do machine learning with practically no data to learn off of? And of course, the weekend longreads suggestions.
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It’s hardware review Thursday! Reviews of the Xbox Series X, Google Pixel 5 AND 4a 5G. SOME of the new iPhones are getting extra RAM. Room-temperature superconductivity has been achieved for the first time and what that could mean. Landscape is an interesting raise. And Adam Neumann is back… and so is WeWork.
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Picking up some odds and ends from yesterday’s iPhone event, including some eyebrow raising clarifications on price and availability. Zoom is indeed trying to be a platform by bringing apps to your calls. You know DeFi is hot when everyone is suddenly rebranding themselves as DeFi. And is Dropbox leading the way to a virtual work future?
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All the details from the iPhone 12 event. PC shipments go into the category of “doing well in covid times.” Disney announces a reorg to emphasize its streaming strategy. And following up on that whole Foxconn factory in Wisconsin promise. Hint: it looks like vaporware.
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Google’s Nest thermostat is ditching the iconic dial design. Will regulators first ask Google to divest itself of Chrome? A big takedown of a botnet that could have influenced the election. Update on Quibi’s shopping itself around. And why Covid has made Caterpillar hit the gas on robo-construction machines.
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Again, could Gaming, and Microsoft specifically, be the thing that cracks the App Store open? More hints of consolidation in the semiconductor industry that is massively in flux. A major milestone in self-driving cars has been passed. Could hybrid cable-fiber networks compete with 5G. And in the weekend longreads suggestions, what operating systems do NASA’s spacecraft actually run on?
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Bunch of new chip announcements from AMD. Facebook is pausing all political ads… after the election. Square puts its money where its mouth is when it comes to bitcoin. Triller is an interesting TikTok competitor. And what is it with photo startups always wanting to go all nostalgic and analog?
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The House has released its big antitrust report on big tech. Facebook has banned Qanon everywhere it can. DDR5 chips are finally here. Shogun is an interesting raise. And could a VR infinity treadmill be the next home workout hit, AND the first step to Star Trek’s holodeck?
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G Suite is no more! But don’t worry. It’s just a name change. Apple is removing non-Apple headphones from its stores. And AT&T is killing DSL. Why that’s a problem for a lot of people. Putting interactive advertising on convenience store coolers is sort of obvious. But why it SHOULD be obvious that an internet connected chastity belt is a bad idea.
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Nvidia’s new platform to fix video calls. Surprisingly, Facebook says breaking up Facebook is impossible. Google slow rolls enforcement of the 30% take on the Play Store in India. A couple of direct Covid-related tech stories. And I catch you up on the whole DeFi phenomenon in crypto that has made transaction volume on the Ethereum blockchain skyrocket 1200% in just three months.
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For years, I quoted Josh Constine on this show because he was one of the breaking news-iest folks over at TechCrunch for years. Well, now he’s gone the well worn TC to VC route, and is a principal at SignalFire. I noticed Josh had his name on a SignalFire report looking at the creator ecosystem, not as some sort of weird outlier, but as an actual, mature economy. It’s the best breakdown I’ve seen of the creator economy overall… as we say extensively, currently the fastest growing category of startup business. So, I called up Josh to discuss the report. It’s linked in the show notes if you want to read it for yourself, but listen to this episode. If you’re not taking creators seriously as entrepreneurs and a category of startups, you’re missing the boat on something big. Enjoy.
SignalFire’s Creator Economy Market Map
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Tesla continues to smash records. Facebook has announced big changes for Groups, and folks are concerned it will smash the platform further. A new startup claims to have smashed quantum computing records. And of course, we’ll smash the weekend longreads suggestions. Here’s what you missed today in the world of tech. Smash.
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New Surface Laptop Go and Surface Pro X from Microsoft. Google is going to pay $1 billion dollars to support journalism. Google has a Photos update, but why is Stadia already looking shaky? And a textbook example of a developer’s dream of overnight success that was actually years in the making.
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All the news from the Google Launch Night. Say hello to Google TV. Say hello to a new Chromecast and the new Nest Audio smartspeaker. Say hello to the Pixel 4a 5G and the new Pixel 5. But is this a new pivot to midmarket for the Pixel line, or is it the end of the road? The grand unification of Facebook apps continues. And Rally is an interesting raise that lets you invest in… baseball cards?
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With Amazon One, Amazon wants you to pay with your palm. Google is trying the carrot and the stick approach with its App Store controversies. What if Zoom was redesigned specifically for remote learning? The world’s first foldable PC is here. And why another Netflix price hike is likely coming soon.
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Roku launches a Streambar and an Ultra with Dolby Vision. Dell updates the XPS 13 lineup. TikTok is still ticking, as of this moment. Will we see the return of the mini moniker, with an iPhone 12 Mini that might not actually be that small? Amazon Prime day lives again, but the days are numbered for the original Farmville.
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Eugene Wei and Sonal Chokshi explain plainly how and why TikTok is an evolutionary (and algorithmic) step beyond the social graph.
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All the headlines from Amazon’s hardware event. New Echo devices. Amazon is getting into cloud gaming with Luna. And ring has a literal drone that will fly around the inside of your house for the purposes of sentry duty. Interesting acquisition from Apple continues to point to them doing something big in podcasts. And of course, the weekend longreads suggestions.
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The Rebel Alliance has a name: The Coalition for App Fairness. Microsoft will make office available without a subscription. Software as a purchase, if you will, instead of a subscription. Radical. Say hello to the Galaxy S20 FE. And does the gaming industry make pre-orders and console launches so messy on purpose?
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All the announcements and headlines from Microsoft’s Ignite 2020. Microsoft is exclusively licensing Open AI’s GPT-3. Google has debuted an Airtable rival called Tables. Ming-Chi Kuo thinks we’ll see an iPad with mini-LED by the end of the year. What happened during Tesla’s “battery day.” Pinterest has launched Story Pins and how Spotify is enabling SEO spam in audio form.
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Quibi is exploring its options, as they say. The Google Antitrust suit could come next week. Why do you have to return the entire Apple Watch if your wristband doesn’t fit? The CIA has a new plan to compete with Silicon Valley for talent. The SEC and OCC sign off on stablecoins. And the strategy behind Microsoft’s big play for Bethesda.
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It looked like we had a TikTok deal the president liked. Then ByteDance went and pointed out they still had control. Now, I dunno where we’re at. Microsoft buys Bethesda. The founder of Nikola steps down in murky circumstances. And Amazon wants to use your Echo and Tile devices for a true Internet of Things network.
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The Commerce Department officially has brought the hammer down. WeChat is banned on Sunday. TikTok banned on Sunday too, but it’s complicated. PayTM is banned from the Google Play Store in India. Facebook decides that Facebook is too toxic for its own workers to use. And of course, the weekend longreads suggestions.
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We have the launch date and price for the Playstation 5. An update on the TikTok and WeChat situations. Why the Snowflake IPO was such a big deal, and such a big success. Red Ventures is affiliate marketing on steroids. And what if I told you the coolest new bit of gear that people got turned on to during the last Apple event was an office chair. But it is Jony Ive’s favorite office chair.
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Facebook unveils the Oculus Quest 2, as a part of its Facebook Connect (formerly Oculus Connect) event. Amazon Music gets podcasts. Spotify puts the Apple One bundle on blast. Developers have found yet another reason to get pissed at Apple. And AT&T is not only bringing advertising to HBO, they want to add ads to you phone as well.
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A full rundown of the Time Flies event from Apple. New Apple Watches, including an Apple Watch SE. Refreshed iPad, but redesigned iPad Air that is giving the iPad Pro a run for its money. An Apple Fitness+ subscription program. An Apple One subscription bundle. And meanwhile, Sony cuts PlayStation 5 production, we have a date for Google’s Pixel 5 launch and why it might actually be a good idea to put your data center at the bottom of the ocean.
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Has Oracle saved TikTok, in the US at least? Let me explain why it’s not actually buying anything, probably isn’t solving the security problem Microsoft says it would have, and China is keeping its hands on the algorithm. On a normal day, news of Nvidia buying ARM would have been the headline. Airtable is an interesting raise. And who has more pie on their face: OnePlus or US Customs agents?
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The TikTok saga. It’s gonna end. Or it’s gonna happen. Or it’s gonna… something in the next few days. Will it be sold? Will it not be? Will it be banned in the US. There are so many angles here. So many interesting ways to tease out something that is unprecedented in the world of Tech. Alex Kantrowitz pinged me to talk about it and he’s a good dude to do so because he wrote a book about the big tech platforms, and, as we get into… this is so rare. A big up and coming platform that is just, for weird a-historical reasons, being offered up on a platter for the other powers that be to… maybe take over? I quoted Alex when he was at Buzzfeed for years. But as we discuss at the end, Alex has gone solo! Check out his newsletter Big Technology. Check out his podcast, Big Technology.
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Microsoft warns that hackers working for Russia, China and Iran are escalating their attacks surrounding the upcoming US Presidential election. I lied…. Apple has blinked in the Epic Games/App Store battle, at least a little bit. A profile of everyone’s favorite note taking startup, Roam. And, of course, the weekend longreads suggestions.
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Facebook goes back to its roots by going back to school with Campus. The Long-Term Stock Exchange is ready for its closeup. The former head of the NSA is joining Amazon’s board. The second-gen Motorola Razr is here. And an in-depth review and assessment of whether or not Microsoft’s Surface Duo knows what it wants to be.
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Clarifying the news on the new Xbox consoles, as well as next week’s Apple event. Apple sues Epic Games for breach of contract. Android 11 is here if you can get it. A new Yubikey now has USB-C goodness. And more indications that 5G is going to continue to be super, annoyingly disappointing.
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Ride Home Mutants classic league, code: e5m0zl
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The details around the new Xbox’s have been revealed. China wants to draw definitive global lines in the tech cold war. Google makes a big bet on the “no code” movement. Content pirates have suffered a historic setback. Was Masa Son pumping up the entire stock market. And we know when the iPhone event will be.
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As I said on Friday, my goal this week was I wanted to learn more about the EV space. Yes, there’s Tesla, but we only talk about Tesla. And remember, I got turned on to the whole SPAC phenomenon because a lot of EV startups were going the SPAC route to get themselves publicly traded stocks that they hope will go hockey stick like Tesla stock. So, I reached out to Martyn Lee of the EV News Daily podcast. If you’re into the whole EV space, check out the EV News Daily podcast. As mentioned, it’s a daily just like this podcast is, but if you’re into the EV space, Martyn has you covered absolutely comprehensively. My thanks to Martyn for this great chat.
Subscribe to the EV News Daily Podcast!
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The Attorney General seems to want an antitrust case against Google within weeks. Apple has delayed the Ad-pocalypse. Why the games industry is where Epic has all the leverage against Apple. Will a new display tech bridge the gap between e-ink and traditional displays? And of course, the weekend longreads suggestions.
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Will only one iPhone get the fastest version of 5G? Facebook moves into an election posture. Do Geofencing warrants violate the 4th Amendment? New Intel chips. New Snapdragon chips. Have you noticed we’ve been talking about the chip industry a lot lately? Today I’ll explain why. Also, a fully-functional Game Boy without a battery. Powered only by the sun and the energy of your button presses.
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Nividia’s new GPU powerhouse, the RTX 3090. Apple makes the case that the App Store is a jobs powerhouse. Patreon is an interesting and monster new raise. Why Amazon delivery drivers are hanging their phones from trees. And the story behind the new gaming phenomenon known as Fall Guys.
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It’s Phone Day! The Galaxy Z Fold 2 is unveiled. The world’s first smartphone with an under-display camera is unveiled (it’s the ZTE Axon 20 5G if you’re following along). Mark Gurman tells us everything we can expect from Apple through the end of the year. Walmart takes aim at Prime with Walmart+. Oh, and Zoom had quite the earnings report.
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Has TikTok found its buyer? Lenovo launches its flagship laptop. Netflix is offering free access to some of its originals. Amazon can officially start drone delivery. But drug cartels are already using drones for assassinations. And the billion dollar black market for stolen video game accounts for games like Fortnite and Roblox.
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Ok, if things couldn’t get any weirder, what if I told you Walmart really wants to buy TikTok. Has anyone noticed that Facebook is actively working to keep the App Store controversies in the news? I say thumbs down to a sidekick inspired smartphone, but thumbs up to completely under the screen selfie cameras. And of course, the weekend longreads suggestions.
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Amazon announces Halo, a weird and ambitious new fitness wearable. Facebook warns of an ad-apocalypse. TikTok’s CEO abruptly resigns, for: reasons. The reMarkable 2 e-ink tablet. Intel is causing the US to fall behind in supercomputing. And the first big podcaster to sign exclusively with Spotify is leaving the platform and burning his bridges.
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Palantir’s S-1 filing gives us our first look under the hood of their business. Apple is bringing AR content to Apple TV+. A big name in 3D printing is going public… and guess how? A new digital networking speed record. And Elon Musk is going to demo his brain/computer interface technology on Friday.
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A whole bunch of new hardware gadgetry today. New Fitbits. New smart locks. New Roomba capabilities. Also, rumors of a new Nintendo Switch console with serious spec upgrades. A judge hands a lifeline to the Unreal Engine. 3nm Silicon is coming fast. And Bill Gurley gives us a timely background on SPACs.
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Is Apple evil now? Another App Store kerfluffle, this time involving WordPress of all things. Also, more fallout from the Apple/Epic Games/Fortnite battle. Lawsuits flying in the WeChat/TikTok controversies. And let me introduce you to SPAC’s, otherwise known as blank-check companies.
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Introducing the Kottke Ride Home
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Uber’s former CSO charged with obstruction of justice, becoming the first tech executive ever charged for a security incident. A legend of the Amazon C suite is leaving next year. Epic Games continues to gleefully poke Apple in the eye. How Apple is cutting 5G costs in the iPhone 12. And of course, the weekend longreads suggestions.
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Facebook has removed tons of stuff from what it calls US-based militia organizations. Airbnb has filed for its IPO. Cobalt is an interesting raise. But also, some new tech might remove cobalt for better batteries. DoorDash launches grocery delivery. And is Palantir the first high profile company to flee Silicon Valley?
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Soon you can only use an Oculus if you have a Facebook account. But bizarrely, the Facebook Portal (along with the Echo Show and Google Nest Hub Max) is opening up to Zoom. Netflix is testing a “shuffle play” feature. Blackberry phones are coming back. And Apple hits a $2 trillion market cap.
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Apple has chosen the tactical nuclear option in its fight with Epic Games. But Epic might rally a rebel alliance. Would Oracle buying TikTok make any sense to anyone? Uber and Lyft consider reverting to the business model they claimed the operated all along. And algorithms CAN be good for humanity.
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Why I think regulatory impact for Big Tech is maybe inevitable. Amazon seems to be sniffing around Rackspace. The first “mass produced” smartphone with a camera underneath the display? An ex-Googler says Google Cloud’s deprecation policy is maddening. And why you can’t watch the movie Cocoon, even if you want to.
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The whole story of Reliance and Reliance Jio with Bryne Hobart, author of the excellent newsletter The Diff. Subscribe at: diff.substack.com
Also, the book about Dhirubhai Ambani we discuss at the beginning is this one: The Polyester Prince.
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What do you think we’re going to talk about? Apple and Google ban Fortnite. Epic Games turns around and sues Apple and Google for antitrust. Also: Adobe commits to fighting Deepfakes, Streaming is now a quarter of all tv viewing, and, of course, the weekend longreads suggestions.
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Apple subscription bundles coming as soon as October according to Gurman. Epic is straight out thumbing its nose at the App Stores. What could render iPhones as “electronic trash” in China. And why are people sniffing around Dubsmash for a possible acquisition?
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Microsoft’s dual screen Surface Duo is here! Microsoft’s commits to November as a launch month for the Xbox Series X. Foxconn wants to pull back from China itself. Mozilla is in trouble. Silicon Valley and Kamala Harris are quite close, by the way. And why I think a see-through tv is actually a pretty good idea, thank you very much.
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Android is becoming a worldwide earthquake detection network. Major legal setback for Uber and Lyft in California. Businesses using Bitcoin as their capital reserve. Parallels Desktop supports Big Sur. Nreal still believes in consumer AR glasses. And we try my deepfake audio experiment.
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Amazon wants to literally take over Malls. How exposed to China is Apple at the moment? Apple is literally doing legal battle with a pear. An app to help guide you on your psychedelic trips. And why I would personally be in the market for a foldable e-ink notebook.
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The President officially signs an order to block ByteDance AND Tencent. Apple confirms the reasons why xCloud and Stadia aren’t coming to iOS any time soon. Uber is now, officially, more burrito delivery company than taxi company. And of course, the weekend longreads suggestions.
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Will the US Government’s “Clean Network” plan lead to the definitive fracturing of the Internet we’ve all feared? Nintendo is killing it thanks to Covid and Animal Crossing. Are Samsung’s new earbuds actually Cool Beans? You no longer have to pay Apple $700 to put wheels on your Mac Pro. And why wireless charging could be a global environmental disaster waiting to happen.
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All of the headlines from the Samsung Unpacked event: new Galaxy Note 20s, New Galaxy Buds, New Galaxy Watch and more. Disney has already hit its goal for Disney+. ByteDance remains defiant even as Facebook launches Instagram Reels. And Anthony Levandowski remains defiant, even as he is sentenced.
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Last hurrah? Intel iMacs get a major update. The TikTok, Microsoft, Trump situation can only be described as nuts-o-butts-o. Looks like Garmin paid the ransom. Why xCloud is launching soon on Android but not on iOS. And get ready for games to get more expensive with the next generation consoles.
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TikTok has not been banned by Trump, but it came close this weekend. Microsoft almost walked away from buying TikTok this weekend, but it looks like it’s back on board and might buy non-Chinese TikTok operations soon. Google invests in ADT. The new Pixel 4As are here. And a profile of the alleged teenaged Twitter hack mastermind who has now been arrested.
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Sources say Nvidia is in talks to buy Arm. Music Videos are coming to Facebook in a bigger way. The iPhone is delayed a tiny bit. A run-down of the earnings reports: TLDR: Apple made a ton of money when people thought they wouldn’t but Alphabet shrunk for the first time ever. And of course, the weekend longreads suggestions.
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A comprehensive rundown of the big tech testimony in Congress yesterday. Don’t worry. I tried to keep it brief. Are seller fees quietly twice as big a business for Amazon as AWS is? There’s a new king of the smartphone hill as Huawei surpasses Samsung. And I think we can officially say that the Peacock launch has been a success.
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A rundown of what the big tech CEO’s told Congress this afternoon. Are Samsung and Google about to get a lot more integrated? The biggest news in the ongoing streaming media transformation of Hollywood. Buying out TikTok is going to be pretty expensive. And Shopify’s earnings blow the roof off the place.
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What to expect from tomorrow’s Big Tech Congressional testimony. Instagram is trying to woo TikTok stars. Qualcomm has some amazing new quick charge tech. Roblox continues to look like the next big thing. And Deadspin—the true Deadspin—lives to fight another day.
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Google’s offices might remain closed due to Covid for another full year. Australia has sued Google on competition and consumer grounds. Looks like Garmin is being ransomed. A handheld device to replace guide dogs for the blind. And you know Software as a Service, but get ready for Hardware as a Service.
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Might Twitter have too many cooks in the kitchen to have decent op-sec? Intel has to delay its next gen chip process. Again. The US unveiled official plans for a quantum internet. AT&T announced its nationwide 5G network is operational. And of course, the weekend longreads suggestions.
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Corning has introduced what it is calling it’s best Gorilla Glass ever, with a tough new name: Victus! HBO Max already has more than 4 million customers. It was Nvidia that was inquiring about buying ARM. And more on the whole ad supported free streaming tv angle.
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Samsung announces the Galaxy Z Flip 5G! TikTok’s US-based investors are considering buying it out as a last resort. Slack files an antitrust complaint against Microsoft. Fiat Chrysler signs a deal with Waymo that points to that pivot we were just talking about. And an interesting raise involving ugly fruit.
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Apple says it will be 100% carbon neutral by 2030. Microsoft has been talking to Congress ahead of next week’s hearings. LinkedIn is cutting jobs cause of Covid. Smartphone sales took a hit last quarter for the same reason. Coinbase kept its customers from sending BTC to those Twitter hackers. And might the entire autonomous driving industry be pivoting to less autonomy?
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eBay seems to be selling every last thing it can before all it's left with is its marketplace and its pride. Disney has quietly cut its Facebook advertising too. When might we actually seen Windows 10x? And what is GPT-3 and why was everyone freaking out about it over the weekend?
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The Twitter hack! Can Apple REALLY buy Arm? The Ad-tier being key to Peacock's strategy. Will open standards ever make a comeback? And much more!
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Brian Krebs has a theory of who specifically he thinks was behind the Twitter hijack, but other people have theories too. Netflix kicks off tech earnings season, but also makes a pretty interesting executive move. And of course, the weekend longreads suggestions.
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I run down the whole mess of the great twitter hijacking from last night. Facebook is rolling out more labels for politicians. Facebook might also be positioning itself for a TikTok diaspora. Amazon now lets influencers run home shopping-network-style shows on the website. And Apple officially has a podcast.
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Apple wins its big tax fight with the EU. Sony is doubling PlayStation 5 production because: Covid. Zoom has its own hardware device. An early review of the new Peacock streaming service. And forget 5G. Is it too early to talk about what to expect from 6G?
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Softbank looks like it might want to unload Arm, so let me blow your mind for a second: what if Apple bought Arm? The UK has completely flip flopped on Huawei, now going the full ban route. Is Google the next to line up an investment in Reliance Jio? And Amazon has unveiled a cashier negating shopping cart.
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SiriusXM looks like it is stepping up to be the big competitor to Spotify in the podcasting space by lining up Podcasting’s biggest ever acquisition. More worrying signs if you’re a regular user of TikTok. Again, everyone wants a piece of Reliance Jio and a piece of the Indian market. And why Apple is warning people about covering the camera on your laptop.
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We could get our first Apple Silicon Macs as soon as this year. Apple Glasses are still a ways away, but Foxconn is already making the lenses. Feverish last minute negotiations ahead of Peacock’s arrival next week. The PC market is definitively not shrinking, thanks to Covid. And as always on Fridays, the weekend longreads suggestions.
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Coinbase might be the most important IPO of the next several years. More bad numbers from Quibi. Apple wants you to know it is not abandoning Thunderbolt. Elon Musk says he’s gonna win my self-driving by 2020 wager. And I explain my whole Clubhouse versus Twitter analogy from yesterday.
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Facebook fails its own civil rights audit. Details of the new Thunderbolt 4 standard. Details on the new Snapdragon chip. Unpacking what might be in store for the newly announced Samsung Unpacked event. And not an interesting raise, so much as a hella interesting product launch.
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TikTok pulls it’s app completely for the Hong Kong market. But could the US ban TikTok in the US market? And India shows us what happens when TikTok gets banned. Palantir is about to IPO. A new video compression standard is actually a big deal. And Alphabet’s Loon “moonshot” hits a major milestone.
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Uber buys Postmates for $2.65 billion dollars. There’s an Xbox Series X event coming later this month. An algorithm that could PREDICT Covid-19 outbreaks. Florida becomes the first to enact a DNA privacy law. And Sony’s new, wearable air conditioner, the Reon Pocket.
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Zuckerberg has told Facebook staff he’s not overly worried about the boycotts. The Fab 4 CEOs of the biggest tech companies (minus Microsoft) all have a date to testify before Congress later this month. Police hacked an encrypted phone network popular with mafia types and the results won’t surprise you. And also, the weekend longreads suggestions.
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The reckoning for social media ad spend might be hitting critical mass. Spotify gets more affordable for couples. YouTube TV gets more expensive for everyone. Apple IS struggling with iPhone 5G delays, but it SHOULDN’T delay things into 2021. And when will Silicon Valley offices reopen? Not anytime soon, it sounds like.
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Lululemon wants to buy Mirror. We think Uber is thinking about buying Postmates. Amazon Prime Video launches Watch Party. Android’s AirDrop competitor is rolling out. And why cloud gaming is the impetus for a new data center race.
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Reddit bans r/The_Donald and I try to break down the almost hour by hour, day by day timeline of the whole Facebook/social media ad boycott situation. Apple might not include a charger (!) in the iPhone 12 box, much less earbuds. Amazon cuts back on waste in India. India cuts off Tik Tok completely. And some news you can use if you need to recover lost files in Windows.
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This is a really simple one. WWDC happened this week. Rene Ritchie has been attending it, virtually, of course. So he’s here to break down the keynote, which we all saw, but also to let us know what’s been going on in the developer sessions which have been going on all week. Rene is of course a long time prominent Apple watcher and journalist, who actually just struck out on his own with his own YouTube channel. So search YouTube for Rene Ritchie and subscribe to his channel.
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Amazon is officially in the self-driving car game. Microsoft is officially keeping its retail stores closed… forever. Verizon had joined the Facebook ad boycott. And of course, the weekend longreads suggestions.
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Wirecard is wiped out. Amazon has its own Counterfeit Crimes Unit. Apple quietly made a change that will make things pretty tough on advertisers. Google won’t keep your data forever anymore and Hey basically wins.
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Brazil puts the breaks on payments via WhatsApp. Advertisers apply pressure on Facebook via a boycott. Oculus is putting an end to the Oculus Go. Olympus is existing the camera business after 80 years. And what might be the first case of a person wrongfully arrested thanks to facial recognition.
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Wirecard’s former CEO has been arrested. Microsoft pulls out of the other streaming wars by shutting down Mixer. Some analysis and additional details about yesterday’s WWDC news. There’s a new king of the supercomputers. And there’s also a new king of tech companies winning in the post Covid-19 era.
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All of the headlines I can manage to cram in from today’s World Wide Developer Conference from Apple. Hey gets approved, by the way. Google’s ad revenue will decline for the first time probably in, well, ever. And why Animal Crossing might have shied Nintendo away from mobile gaming. Again.
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Apple officially says no to HEY and people are pissed, kind of just about the WAY they said it. A look at the internal divisions inside Apple over those rumored Apple Glasses. Twitch is growing as a platform for live music. And, of course, the weekend longreads suggestions.
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Apple has rejected a Facebook app five times, so back to that debate again. Twitter lets you add audio to tweets. Door Dash raises a round. Surprise! Reliance Jio raises another monster round. And stick around for the last segment because I’ve got the single weirdest tech story that I think we’ve ever done on this show.
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We dive deep into the whole HEY brouhaha and wonder if this is the best time for Apple to draw attention to App Store policies. Uber is getting into the software business. TikTok’s business is a pretty good one, it seems like. And the most reliable web business remains the first web business.
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The EU is investigating Apple for antitrust. Is Instagram surpassing Twitter as a news source? A look at that new Hey email service. A look at a whole slew of new services from Dropbox. And if you wanted to get your hands on one of those Boston Dynamics four-legged robots, today is your lucky day.
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The zero interest Mac financing is here. Shopify and Walmart team up, as they probably should. Is Mr. Bezos about to go to Washington? Interesting checkins with Quibi and Softbank. And why researchers think people are more honest when responding on their smartphones than on their PCs.
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Twitter takes down a bunch of accounts it says are government propaganda. UK regulators are gonna take a hard look at Facebook’s Giphy acquisition. I explain, in depth, why Chris Cox returning to Facebook is such a big deal. The big PlayStation 5 reveal, and of course, the weekend longreads suggestions.
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It’s regulation news day. The EU might be about to file antitrust charges against Amazon and California officially labeled Uber and Lyft workers as employees. Amazon also hit pause on its facial recognition tech as it waits for Congress to set some ground rules. Photoshop Camera is an interesting app, and Postman is an interesting raise.
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Another day, another flaw in Intel chips discovered. More analysis of Apple’s presumed move away from Intel chips for Macs. Is Just Eat Takeaway about to swallow up Grubhub? What happened to Zynn on the Play Store? And an interesting new interactive story startup.
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The shift to Arm-based chips for Macs might be announced in a matter of days. IBM says it is straight out exiting the facial recognition business. Google Maps will help you avoid Covid-crowding. A deep dive into Nextdoor’s “Karen” problem. And the issue of non-competes in tech rears its head once again.
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Might we see a V-shaped recovery after all? Airbnb says there IS a lot of pent-up demand out there. Brave got caught doing basically the shadiest thing a web browser can do. Proof that YouTube owns the kids. And soon you might be able to buy anything you want from Apple, interest-free, on the Apple Card.
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Amazon and Slack form an interesting alliance. Google outlines evidence hackers are already attacking the Presidential campaigns. What if self-driving cars won’t prevent as many accidents as we hoped? And, of course, the weekend longreads suggestions.
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The whole land-grab in the Indian telecom market continues to blow my hair back. A class-action lawsuit around Incognito Mode. More hints at an Apple Prime subscription. CES refuses to give up the ghost, while Kitty Hawk seems to have given up on its Flyer.
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Zoom is the new tech earnings report worth covering. Is on-device translation coming to iOS? Google is blocking a Remove China Apps app. The Brave browser is growing. Zuckerberg tries to calm his restless troops. And is FC Barcelona again leading the way for modern sports teams?
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Facebook finally lets you clean out your old crap from your basement (I mean, past). AT&T won’t count HBO Max against your mobile data cap. Every tech event is postponed again. A whole bunch of OS update news, and a time capsule from another era.
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What I believe is the first ever walkout in Facebook history, the biggest acquisition in Zynga history, Samsung Access is an interesting ARR play to get ahead of an Apple Prime subscription, and an Android event this week was cancelled, but a PlayStation one was announced.
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I do my best to breakdown the who Twitter/executive order situation, at least at the time of this recording. Hall of Fame fundraiser drops mic and rides off into the sunset. TikTok has an interesting new rival. And, of course, the weekend longreads suggestions.
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Is the Trump administration finally willing to go to war with big tech? Another Apple startup acquisition, but also why Fraggle Rock might indicate a strategy shift for Apple TV+. Remember 4k TV’s? And the microcredit app that will threaten to shame you if you fall behind on your payments.
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Amazon joins the self-driving race, and actually, why haven’t they before? Google’s plans to get back to the office. HBO Max debuts, but with one major handicap. Facebook faces a novel whistleblower complaint and looking back on 2 years of GDPR.
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The ARM chips for the next several years are here. End-to-end encryption might be coming to RCS. Jailbreaking might be returning to iPhones. JioMart’s big play arrives and more on the remote work conversation.
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The founder and CEO of a company we talk about all the time: Bryan Salesky of Argo AI. Bryan tells us more about the unique Silicon Valley/Detroit hybrid that Argo represents, we discuss the unique business model strategy they’re exploring, and we find out, where the self-driving space is now that Covid-19 has basically put everything on pause.
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Yeah, mea culpa on my whole work-from-home/remote work skepticism. Also, I was wrong about Magic Leap being a goner. But that subscription aggregator we’ve all been anticipating is showing up right on time, and in the weekend longreads, let me introduce you to the two men who are about to become nerd superstars.
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Twitter is testing another new feature to limit trolls and give users greater control of their threads, the Google and Apple contact tracing API is here, what is the Tactical Edition of a Galaxy phone and why might you need one, and some interesting raises this Thursday.
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Facebook takes another major run at cracking ecommerce. And why this might be a highly opportune moment to do so. In short: the corona moment might be the moment ecommerce finally wins. Also, will Apple ship iPhones without any EarPods? And why the big Joe Rogan to Spotify news is podcasting’s Howard Stern moment.
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Microsoft’s virtual version of its Build conference unleashes an array of news, including Microsoft Cloud for Healthcare, a new component system for live document editing, a collaboration with Sony on embedded AI in camera sensors, a super-fast OpenAI supercomputer built on Azure, and better Linux support in Windows 10? Also, new leaks about Apple’s AR glasses, the Department of Justice slams Apple on phone encryption, Apple in negotiations to buoy Apple+ with a back catalog of programming, Walmart puts Jet.com to bed among a huge sales increase, and finally, a massive database of medical equipment service manuals comes online.
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The tech trade war is really heating up again, in case you missed it. What if Coronavirus is what helps Google win at messaging? Clubhouse is an interesting raise raising eyebrows. And why Pizza arbitrage shows that the food delivery space is not only broken, but basically spits in the face of efficient market theory.
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Questions about: tech in the time of coronavirus, podcasting in the time of coronavirus, WeWork and co-working spaces after the coronavirus, Netflix's position among the competition right now, are subscriptions the future of podcasting, how I source news, and what are my biases, among other questions and answers....
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The US strikes at Huawei again. Apple acquires a VR startup and there’s conflicting rumors on those AR glasses. Is Silicon Valley really about to become a ghost town? And, of course, the weekend longreads suggestions.
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There is "monstrous" chip news from Nvidia, the world’s first camera sensor with AI built-in, a crypto experiment on Reddit that I feel like might actually have a shot at working, how long will Google stick with hardware, and new members of the $100MM ARR club.
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New XPS laptops, new Fire HD tablets, Facebook is compensating content moderators, how the pandemic has affected clothes shopping, and how the aftermath of the pandemic might affect offices in the sense of: will we actually ever go back to them?
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Is Uber about to gobble Grubhub? Twitter does something Facebook and YouTube did a long time ago. Details on Apple’s forthcoming over the ears headphones. New releases for developers and music producers. And look, let’s have a conversation about Quibi.
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A flaw in Thunderbolt basically means no computers are secure. Qualcomm’s new flagship chip. Eric Schmidt has finally left the Googleplex. Detecting malware via grayscale images. Apple is reopening stores, and we might have a new tech IPO as soon as next month.
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Of course not. But also: it's more nuanced than you might think...
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Uber continues the things-could-be-worse tech earnings parade, Google is consolidating all of its messaging efforts under one team, this whole Reliance Jio Platforms story really has me intrigued, a semi-decent $18 Apple watch ripoff, and, of course, the weekend longreads suggestions.
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Zoom makes its first acquisition, Google Authenticator now makes it easier to switch phones, Lyft earnings gives hopes to the ride hailing industry, new Sonos gear and a deep dive into Facebook’s new Oversight Board.
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New Surface Gos, New Surface Books, New Surface Headphones and the Surface Buds finally arrive. The rumored layoffs come to Uber and Airbnb. Disney+ is saving Disney’s bacon at the moment. And why Peloton is one of those companies having a positive Corona moment.
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The virtual WWDC begins June 22! The UK hasn’t played by Google and Apple’s rules and it seems like their contact tracing app is failing because of that. And yet, are Google and Apple making decisions above their station? Uber might be bailing out Lime. Microsoft is reconsidering its Windows X strategy. And Sensor Tower is the interesting raise of the day.
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Usable keyboards return to the 13-inch MacBook Pro. What is going on at Amazon? Jio Platforms gets another huge investment. Another potential blockbuster acquisition in the Israeli transport-tech space. And can the Apple watch help with Covid-19? Sort of. Let me explain.
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ICANN finally does the right thing on the whole .org mess. Earnings from Apple and Amazon. Could Amazon face actual perjury charges? Reddit walks back those chat rooms. And, of course, the weekend longreads suggestions.
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Four big earnings reports for four big tech companies, but we’ll leave that to the end. Intel launches a new flagship clip line, Andreessen Horowitz launches a new crypto fund, Zoom fesses up on MAUs, and Reddit goes old school with chat rooms.
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The biggest tech earnings season in a while kicks off and so far, it’s so good for Alphabet. Spotify says its holding up as well. Though Uber might lay off 20% of its workforce, Ford is delaying its self-driving road map, and that has me asking again, why isn’t this the perfect moment for self-driving tech?
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Shopify unveils its own shopping app. DJI unveils the Mavic Air 2. The Pixel Buds 2 finally arrive. Tesla pushes out a new auto driving update. What really accounts for Magic Leap’s crash and burn? And why deepfakes are probably going to be in a bunch of commercials soon.
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iPhone production might be delayed, but the launch might not be, and actually, that might bounce in Apple’s favor. Autocomplete for coding. A little more background on John Stankey. Progress on my robot burrito delivery. And a crucial SpaceX rocket passes a key test by finally not blowing up.
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This piece: John Luttig's When Tailwinds Vanish caused me to go on a random jag this afternoon. Since I had nothing better to do than post it to Medium, I read it into the microphone too...
PS: the medium piece I wrote up is here.
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As you’re about to hear, I’ve wanted to do a deep dive episode discussion on Shopify and how they’re suddenly the big up and coming, potential tech behemoth… arguably the most successful tech IPO of the last five years; seemingly the only company that can challenge Amazon in ecommerce… so when James McLeod from the Financial Post got in touch wanting to talk about Shopify, it was like someone was reading my mind. You’ll see why I’ve found the Shopify story so interesting because… well, we get right into it…
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AT&T’s CEO rides off into the sunset is both a surprise and not a surprise at all. Whole bunch of interesting Google news all at once. More on that iOS zero-day, more data on tech industry hiring and layoffs, and, of course, the weekend longreads suggestions.
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Custom Mac chips by 2021? Robot nurses already in hospitals? Bill Gurley into the sunset? Why some people are accusing France of digital privacy hypocrisy, and an interesting raise in the remote work space. Specifically: remote whiteboarding.
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Huge Facebook investment in India. Tech earnings season is back, and this promises to be a super interesting one for all the reasons you can imagine. Two iPhone zero days found out in the wild. Patreon does do layoffs but says creator numbers are holding up. And a roundup of the iPhone SE reviews.
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Sonos launches its own streaming radio service, huge trove of Facebook accounts purchased on the dark web, Google goes with free to compete with Amazon in product search, Kickstarter is seeing a huge drop in project launches and we finally have a date for the HBO Max launch.
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Paging Farmville: Facebook takes another stab at owning mobile gaming. Rupert Murdoch's longstanding wish is granted. Dropbox had longstanding doubts about its erstwhile partner Zoom. More data on the health of tech investing, and the first reviews of the iPad as laptop are… mixed.
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I wasn’t supposed to do a weekend episode this weekend. I’ve got one scheduled for next week that I still need to record. But a few days ago, I saw Alex Wilhelm at TechCrunch tweet that he was doing a piece about why everyone in Silicon Valley and the VC world and the startup world still seem to be preparing for a nuclear winter, while the stock market has been roaring back to life, and I was like YES! I need to talk about that with somebody right now! I’m asking myself that question every day. It’s not that I’m rooting for a crash, it’s not that I want the economy to suffer, but everyone I know in the Tech world thinks we're in for a bad recession and yet… well, we get into all this. I needed to have this discussion with somebody right away, so forgive me if this is a little self indulgent, but join Alex and I as we ask the question: who’s right about the economy right now? Silicon Valley, or Wall Street?
PS: This is Alex's piece I was referring to: As stocks recover, private investors aren't buying the hype
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Microsoft has some AI tech that can catch bugs 99% of the time, Y Combinator is going to be more picky about who it invests in, macOS is getting a smarter battery management system for your laptop, and of course, the weekend longreads suggestions.
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The video conferencing space is so hot, we’re getting steamy M&A action now. Apple wants to get stylish with over the ear headphones. Robinhood bucks a couple of trends with a new round. And is Facebook’s Libra just gonna drop like a stone?
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Hellooooo new iPhone SE. Airbnb raises another debt round. Amazon kneecaps affiliate marketers. Now it’s Medium’s turn to face fake news (or, at least, fake experts) scrutiny. And why Houseparty is now, officially, another unlikely winner of the Coronavirus moment.
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We have an actual smartphone launch event to report on! Google is apparently close to powering it’s devices with its own custom-design silicon. Microsoft Teams is getting closer to Zoom in a good, feature-wise way. An update on the venture funding environment and new gaming ratings to alert people to loot boxes.
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Deeper dives into that Google/Apple contact tracing project, solid rumors about the new iPhone design, the telecom industry might lose $25 billion dollars this year and international roaming charges are to blame, and an open source live streaming and video streaming app that can help you Twitch and YouTube better, without being beholden to their tools.
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I couldn’t tell you the amount of times, over the last two years, I’ve quoted pieces from Alex Kantrowitz on this show. Hundreds of times? Easy? Alex is the senior tech reporter at Buzzfeed News, and, while I don’t have favorite people to quote from on this show (I shouldn’t anyway) the sheer number of times I quote from someone should tell you something about the amount of news they break. The insights they have. Alex has an amazing new book out called Always Day One- How the Tech Titans Plan to Stay On Top Forever. And as I said yesterday, it’s an amazing breakdown of not only the cultural DNA of each of the tech giants, but also a useful playbook to their success… a way to understand how they do what they do and why they win more often than not. Amazing book. Anyone who listens to this show every day will find it useful in informing the competitive analysis we always engage in.
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Amazon is creating a system to test its own employees for Coronavirus, Google creates a system to help with unemployment claims, one more attempt to keep track of the Google messaging branding mess, more evidence Zuckerberg really is jealous of Instagram, and, of course, the weekend longreads suggestions.
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Disney+ continues to blow the doors off the place. Good old phone calls are back, along with the Desktop web. Don’t expect to see new emoji for a while. Stadia is free for anyone with a Gmail account, COBAL skills are in high demand and why the pandemic might be a long-term good for Internet infrastructure.
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Jack Dorsey literally puts his money to work for Coronavirus relief. More details on that Airbnb lifeline raise. Details on an interesting telemedicine raise. Netflix has increased parental controls, Google is pushing a mandatory new setup for Android development and why the desktop web is back, for the time being anyway.
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WhatsApp wants to make it harder for things to go viral. Airbnb buys some runway. Foursquare merges with another location data company. Checking in with Masa Son. And the latest startup to say it wants to blow up email and unseat Gmail.
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Happy Quibi day everybody. Check out your Quick Bites for free while you can! Apparently the Samsung Galaxy Chromebook is a hella powerful laptop, but that’s apparently why the battery life sucks. And the Covid-related conspiracy theory inspiring people to set cellphone towers on fire in Britain.
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Tech companies are, in fact, stepping up to track Covid-19. We have a name for the new low-end iPhone. Tesla soars but the Space X Starship doesn’t. Watch some free HBO this weekend, and of course, the weekend longreads suggestions.
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Zoom apologizes, but also reveals some INSANE growth numbers. Facebook Messenger comes to desktop. YouTube wants to clone TikTok. Apple let’s some people avoid the App Store tax. More gross firings by teleconference and a timely interesting raise.
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We’ve reached the end of the John Legere era. Samsung thinks we’ve reached the end of the LCD era. Comcast is inadvertently proving ISP datacaps are BS. Is Zoom a victim of its own success? And it’s maybe not overstating things to say it’s past time Amazon should start thinking more humanely about… people.
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Snapchat launches its Stories syndication program. Fitbit has a powerful new fitness tracker. Microsoft and Spotify release some family friendly features and apps. It’s time for Zoom to come under the spotlight for privacy concerns. And a court has ruled that simply breaking a site's terms of service does not constitute criminal hacking.
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HQ Trivia resurrects itself thanks to an anonymous investor. Facebook tries to squeeze Apple out of the AR screen market. Some crowdsourced data reveals who where layoffs are happening in tech but also which companies are still hiring. And a major hack takes down a big chunk of the dark web.
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Apple has released an official Covid-19 App. Kuo says Arm-based Macbooks are coming next year. Sony is spinning off a lot of the parts of itself that make it a tech company. Instacart workers are planning a nationwide strike on Monday. And, of course, the weekend longreads suggestions.
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Apple is weighing its options, and delaying the release of the 5G iPhone until 2021 is being discussed. Airbnb is offering free housing for medical workers. An interesting raise Thursday that wants to be the flip side of Shopify in the ecommerce space. And a preview of Huawei’s upcoming Google-less flagship phone.
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How Facebook is coping with Corona, Google Podcasts comes to iOS, ad blocking officially comes to Safari, when Apple thinks it can re-open stores, Singapore open-sources it’s Corona-contact-tracing app, and have your screen time notifications horrified you this week? You’re not alone.
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A wicked Windows zero day is out in the wild without a patch. Google is open sourcing a cool new AI architecture. Instagram wants you to co-watch your feed with a friend. A popular “challenger bank” comes to the US. And the iPad Pro reviews are in.
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How the Internet Happened: From Netscape to the iPhone
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The pros and cons of using big data, cellphones and the surveillance economy to combat the coronavirus. More iPhone rumors from Ming-Chi Kuo. Is the Oculus Quest bringing VR into the mainstream? And how to block your messy background when you’re on a Zoom conference call for work.
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WSJ Technology columnist Chris Mims and I talk WFH best practices, and how the Tech Industry has responded to the Covid-19 crisis thusfar.
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Yelp is showing how the restaurant industry is in deep trouble. Instagram makes ready to clone the last Snapchat feature it hadn’t copped yet. The very interesting lessons behind a self-driving startup closing its doors. And, of course, the weekend longreads suggestions.
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Square wants to become a bank. Microsoft Teams might be rocketing ahead of Slack in terms of user numbers. The EU wants streaming companies to cut back on HD streams. Covid might be depressing music streaming, and some analysis of the iPad becoming a regular old computer.
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It’s a day of new! New iPads pro, new Macbooks Air, new Macs Mini, and more bye bye butterfly keyboard! A new Transcribe for Android, a new design overhaul for Slack, all the specs for the new Playstation 5, and why Cameo is a new app to keep your eye on.
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Big acquisition for GitHub... which really means: big acquisition for Microsoft as it continues to gobble up the entire developer stack. The iPhone 9 chips will not be underpowered at all. How Amazon is, in fact, trying to cope with the Corona-surge. And is this crisis the tipping point for streaming media?
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Apple fined by France, the FCC nets a bundle at auction, new Beats earbuds, all the specs for the new Xbox Series X, and how Google got caught by surprise by President Trump’s announcement regarding Coronavirus work.
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Has the Coronavirus proven that datacaps from ISPs are a sham? Comcast accidentally published the numbers of customers who paid them not to do that. Airbnb continues to be in trouble. Cool no-code tools from Atlassian, and of course, the weekend longreads suggestions.
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Are the factories coming back online in China? Is G Suite quietly one of the biggest platforms out there? Why is Magic Leap “exploring options” and why does it want everyone to know that? An interesting raise. And I really didn’t mean to crash the crypto markets with my comments yesterday.
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End music: "Shoutout" by Cousin Stizz
Link to the Coronavirus Daily Briefing podcast
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E3 is cancelled. Uber might ban drivers AND riders who test positive for Coronavirus. A 2nd gen Chromecast Ultra might be coming. A Peloton-style workout app from Apple might be coming. A look at Amazon’s entry into the suddenly hot ARM-s race. And am I wrong or wasn’t crypto supposed to help during the apocalypse?
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A leaked version of Apple’s iOS 14 reveals a treasure trove of details about an upcoming iPhone and iPad, augmented reality software, and tracking tags; an analytics company has secretly operated VPN and ad-blocking apps and gathered data from tens of millions of users without proper disclosure, a company offering panopticon service to the state of Utah once developed disguised social-media scraping apps, Google adds quantum computing to its machine-learning open-source TensorFlow development kit, DoNotPay lets users share streaming and news logins, the latest on the coronavirus impact on the tech world, and things fall apart: political strife broke the knitting community at Ravelry.
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Another day of markets in turmoil, another Robinhood outage. Jack Dorsey lives to fight another day. Apple is repairing some iPad Airs for free, and might bring 64 MP cameras to the iPhone 12. Gaming out the reality of a ARM-based Mac. And let me hip you to “sleep streaming” on TikTok.
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I’ve said before, Steven Levy is the dean of the tech writers. All the way back in 1984 his classic book Hackers defined a tech space that wasn’t even fully aware of itself yet. Steven has written book length histories and examinations of Apple and Google, and now, with his new book, Facebook: The Inside Story, he finally tells the full Facebook story for the first time. Not the movie version, but the real story of how Facebook became Facebook from the earliest days at Harvard through the rise to 2 and a half billion users. It is, as I tell him, the best tech book I’ve read in years. If you want to fully understand Facebook, or just how a modern startup works or how a modern tech behemoth functions and sees itself in the world, I cannot recommend this book more highly.
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Another flaw in Intel chips, this time unfixable. Y Combinator demo day is going online only. Sonos won’t brick your old hardware anymore. Jack Dorsey probably won’t be moving to Africa anymore. And, of course, the weekend longreads suggestions.
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More Cornavirus worries, Apple is allowing ads in push notifications, Google is switching to mobile first indexing, hackers can hack your car keys, Samsung’s 4k and 8k tv lineup is here, and why I’m struggling to find a reason NOT to subscribe to DoNotPay at this point.
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You already know Tweets, but let me introduce you to Fleets. Robinhood explains its outages. Google assistant can now read you webpages out loud. Netlify is an interesting raise. And why getting a big-named VC in your seed round might actually be detrimental to your startup.
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Waymo has an interesting raise. Interesting for what it says about self-driving and about Google Moon Shots. Robinhood has the worst possible outages at the worst possible time. A new player in the quantum computing race. And sports tech offers a new way to watch… golf?
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Some investors want Jack out as Twitter CEO. Apple settles a class action lawsuit for half a billion dollars. If you listen regularly, I bet you can guess why some game developers don’t want to work with Stadia. Spotify wants artists to pay to promote their own songs. And AT&T TV is a new way to re-invent the cable bundle.
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Are S10 sales in Korea the first indication of the Covid-19 effect? Is the FCC gonna fine the wireless carriers enough for selling location data? Is Apple going to release an iPad Pro with a trackpad? A hybrid scooter/tiny car. And, of course, the weekend longreads suggestions.
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What else? More Coronavirus stuff. F8 8'nt gonna happen. Roblox is the most interesting raise in a long time. DoorDash files for an IPO but don’t expect it soon. Nokia is exploring its options. Oh, and the first reviews for the Galaxy S20 Ultra suggest the cameras are having issues.
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Facebook bans ads around the Cornavirus, a deeper dive into how the Coronavirus crisis might be affecting iPhone development, Bob Iger is no longer Disney’s leader (kinda), why Waymo is hiring like crazy in hopes of a self-driving breakthrough, and if you see someone using an iPhone in a mystery movie, guess what? They’re probably not the bad guy.
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Netflix launches Top 10 lists, Firefox rolls out DNS over HTTPS, Amazon Go Grocery means no cashiers or checkout lines, consolidation or super app in the Southeast Asian on demand transport space, and why this might be Signal’s moment to go mainstream.
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The phantom announcements from MWC start trickling in. Safari might be getting strict with HTTPS certificates. Apple might release an ARM-based Mac as soon as early 2021. TONS of specs revealed concerning the Xbox Series X. And Fintech continues to be on a roll.
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I am honored to be speaking today to Lloyd Minor, the Dean of the Stanford University School of Medicine. He has a new book out called Discovering Precision Health, and if you are interested in health tech at all, ESPECIALLY if you are interested in trying your hand at a health tech startup? This is required reading. And for the rest of us, it’s also a great primer on how tech is about to transform health, and what we can (hopefully) look forward to as tech finally (again, hopefully) disrupts the health care space… in a positive sense!
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Well, we mentioned it a couple weeks ago, but Tesla has had quite the month. Maybe one of the banner months of its entire life as a company. No better time to check in on the world of Elon Musk with Rob Mauer of the always excellent Tesla Daily podcast. Why did Tesla’s stock shoot to the moon, come back down a bit, and then inch back up toward the moon this month? What are the fundamentals behind that excellent earnings report? Is this it? Have the Tesla bulls won? Such a fascinating company…
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Shopify joins the Libra Association, Facebook will pay you for your data in one specific instance, Google is cutting down on apps using background location, more Coronavirus cancellations and the Weekend Longreads Suggestions.
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Apple might let users choose third-party default apps, Twitter further embraces tweet storms, Morgan Stanley buys E*Trade, a rundown of all the stuff in the new Android developer preview, and if anything, it looks like cord cutting is just accelerating.
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The ways in which Twitter might be taking a page out of Facebook’s book, and Facebook might be trying some Twitter-like feed experiments. Spotify finally starts showing lyrics. Ring finally requires two factor authentication. And be sure to listen to the end of today’s episode to hear about our new Gaming Ride Home podcast.
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The Coronavirus crisis forces Apple to miss their already cautious revenue guidance. Wait. Is the Galaxy Z Flip using real glass or not? Qualcomm claps back at Apple with its next gen 5G modem. And Jeff Bezos plans to donate $10 billion dollars to combat climate change.
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The world’s most powerful climate supercomputer, HQ Trivia joins the Deadpool, Apple isn’t happy with Qualcomm’s chips again, foldable phones are having crease issues again, and a bit of an explainer about the Indian e-commerce gold rush.
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When a company does one of their big product events late in the day, it’s always a mad rush for me to get it out. Apple events are hard, but at least they start a bit earlier. The Samsung event this week just felt like me making a mad list of everything announced and hoping I wasn’t missing anything. So I really felt it was worth sitting back, taking a breath, and looking at everything that was announced in depth. We’re speaking to Gizmodo’s Sam Rutherford today who has actually be hands on with the S20s, so we’ll lay out in a more granular way, the differences between them all, and also, speculate on whether or not the Z Flip is actually the foldable phone we’ve all been waiting for. A foldable phone that might not suck.
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The DOJ charges a bitcoin mixing service. A judge has blocked Microsoft’s JEDI contract. What happens if the PlayStation 5 is $500? Google takes down some malicious browser extensions. And, of course, the Weekend Longreads Suggestions.
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The US charges Huawei with racketeering. Could the future of the Apple Watch be modular? Uber trials ordering an Uber via 800 number. Interesting raises in robotics and in space. And why quantum entanglement could lead to a truly secure internet.
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Does Uncle Sam have a smoking gun when it comes to Huawei? Could Airbnb’s recent financials imperil its IPO plans? Is Apple Pay eating the payments market? Is the CISO job actually a miserable one? And might the Z Flip actually be the first good foldable phone?
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All of the headlines from the big Samsung Unpacked event, the T-Mobile-Sprint merger is officially a go… mostly, Brandless is the first Softbank company to shut down entirely, a Sirius lifeline for Soundcloud, and has the CIA quietly been the real owner of the leading encryption company for decades now?
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The DOJ says the Chinese were behind the Equifax hack, MWC is becoming a ghost conference, the Razr reviews are in, the Corp.com domain name is a weird story, and why ARM’s new edge chips could revolutionize the Internet of Things.
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Uber says it will be profitable quicker than it had expected to, yet another entrant into the lists at the Streaming Wars, what’s it like to use a 64-core processor, and of course, the weekend longreads suggestions.
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Google Maps turns 15 and puts on a fresh coat of paint, it turns out you WILL be able to unlock your car via iPhone and really soon, Huawei is suing Verizon, Twitter impresses investors, Casper has a rollercoaster IPO, and does the fact that Google has stopped reporting a key metric basically guarantee that they have crossed the ad-load Rubicon?
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Spotify officially buys The Ringer, we have the official Disney+ subscriber numbers, Jeff Weiner is officially stepping down as LinkedIn CEO, a Rockstar Games co-founder is apparently leaving the company, and what languages do most developers say they want to learn next?
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We finally know how big a business YouTube is, the tech angle on that Iowa Caucuses mess IS the only angle, Mastercard explains why it pulled out of Libra, and why has the US Government decided to break up Big Razor, before it gets around to Big Tech.
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The end might truly be nigh for Blackberry this time. Will the Corona Virus mean we won’t have an Apple event next month after all? Leaked video of the Galaxy Z Flip. Did Jeff Bezos succumb to Elon Musk envy? And why one of the most popular music streaming services in the world is one you’ve probably never heard of.
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This is the promised interview with Angela Strange from Andreessen Horowitz. I told you about it on the weekend longreads segment yesterday, so no more need to explain it: let’s talk about why soon, every company could be a Fintech company.
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Amazon earnings, the new Apple Maps is rolling out in the US, Uber and DoorDash held merger talks at Softbank’s behest, who’s number two to TikTok in short form videos, and of course, the weekend longreads suggestions.
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Its Earnings Bonanza Day! Tesla, Facebook, Microsoft, Samsung… Facebook pays a record fine to Illinois, the Switch has outsold the SNES, three interesting Apple stories, Avast changes its business model and the new Fantastical app.
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Apple earnings, Google is testing another chat app, we know Uncle Sam is wary of Huawei but did you know he doesn’t trust DJI either, Lime is testing AI scooters and the new app that will let you skip the ads without screwing over publishers.
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The UK government will allow Huawei to build SOME 5G components, the coronavirus is testing the Great Firewall of China, Product Hunt has a social network, Gruber is critical of the iPad at 10, and would you stay at an Atari Hotel?
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Vine has a spiritual successor in Byte, the new razr might have “bumps and lumps,” your anti-virus program might be selling all your clicks, Seamless might be inventing restaurants from whole cloth, and the AI algorithm that spotted the Wuhan virus early.
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One of my favorite newsletters—I’ve really gotta give you all a list of all the newsletters I subscribe to if you’re interested at some point—one of my favorite newsletters is The New Consumer (subscribe here) by Dan Frommer. Dan published his own analysis of the Casper IPO, and I couldn’t help myself. I needed to delve into the Casper financials in greater detail. But also: scandal marketing! Can brands be “cancelled”? And analysis of this week’s Netflix earnings.
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Quick Share is coming to challenge AirDrop, how iOS 13 has blown up location marketing, Google takes the wrapping of Dataset Search, an interesting eSports raise and, of course, the weekend longreads suggestions.
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More Samsung phone rumors, Match Group invests in safety features as a feature, the Bezos phone hack story gets a lot murkier, and everyone seems to have noticed that Google search has gotten crufty.
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The whole Jeff Bezos phone-got-hacked thing blows up into something crazy. That rumored “cheap” iPhone might be mere weeks away. Is Amazon Music almost as big as Apple Music? Cruise unveils the Origin self-driving car. And the first test of voting via smartphone in the US.
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Apple could have encrypted iCloud backups… but didn’t… ostensibly to play nice with the government? Getting an Uber from the airport is about to get more expensive. Digital media is actually making money??!! Is IGTV on the way out? Some interesting raises and (potentially) the most consequential lawsuit in Silicon Valley history.
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As I said on Friday, we’re going to delve into Sports Tech in a meaningful way for the first time. This will cover the streaming wars from a new angle because, where is sports in all that? This will be esports, the streaming wars surrounding game streaming, the new betting economy, this will be wearables and actual sports tech products. My guest is Will Martin, who’s Sports Tech Newsletter is something you should subscribe to immediately if you like this space.
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No ads in WhatsApp… for now. We have all the details on the Peacock streaming service. The other streaming wars are taking their toll on Twitch. Jack Dorsey asked Elon Musk how to fix Twitter. And, of course, the weekend longreads suggestions.
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Apple has acquired a pretty interesting AI startup, the Chromium-based Edge browser is here, but there is trouble in Mozilla land, Fitbit is first to market with blood oxygen monitoring, the state of the app economy and ‘instant’ weather forecasts from Google.
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More juicy details about the Galaxy S20 lineup, Google Smart Lock lets you do 2FA on your iPhone, proof that no-code development is the new hotness, why do the Feds even need Apple to unlock those iPhones, and Jack Dorsey says we are never, ever, ever going to get… a Edit Tweet button. Probably.
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Apple once again refuses to unlock an iPhone for the Feds, Visa buys Plaid, a macOS beta hints at future ‘Pro Mode’, super crucial Windows update you should download right away and why today is also the end of the Windows 7 Era.
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Are you ready to get hyped for the Galaxy S20 cause yes, that’s the name. We’re skipping some numbers. TikTok might be cloning Snapchat’s Discover feed. Is GDPR actually doing anything and/or is it enforceable? And could Casper be a make or break test for the Unicorn ecosystem?
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Checkin on the health-tech space with the only reporter I follow religiously around this space: Christina Farr. Why are hospitals suddenly in the middle of a health data gold rush? Why are you more likely to have your health records hacked then every be able to get them in your own hands?
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More trouble for Softbank startups, more layoffs at scooter startups, VC deals plateaued last year but music streaming continues to skyrocket, how much money does Netflix lose to password sharers and of course, the weekend longreads suggestions.
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Twitter will allow you to limit who can reply to your tweets, iPhone sales in China seem to have rebounded, the Chinese version of TikTok is why TikTok can distance itself from China, AI is going to pick which movies get made, and why sex tech finally has a home at CES.
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Another interesting Facebook memo from Boz, Intel previews its next generation of mobile GPUs, more troubles in Softbank startup land, Quibi had a bit of a launch event today, and I saw Charmin’s toilet paper delivery robot.
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Sonos goes nuclear on Google, though it really has Amazon in mind also; Facebook bans deep fakes… in a way; a whole bunch of really interesting laptop stuff, Sony makes a car, and you make a fashion statement and protect yourself from air pollution at the same time… all the stuff from Day 2 at CES.
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Samsung tries to scoop CES, Amazon’s Fire TV Edition wants to leapfrog Roku TV, Samsung wants the Galaxy Chromebook to change the way you think about Chromebooks, is Softbank ghosting startups even after delivering term sheets, and a roundup of day one of CES.
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Google’s AI has a medical breakthrough, Apple raids HBO for maybe it’s biggest name, Instagram seems to be plateauing by one metric—going gangbusters in another, what to expect from CES and, of course, the Weekend Longreads Suggestions.
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Dell kicks off CES season with two new laptops, Imagination Technologies is back in Apple’s good graces, the IRS is finally sticking it to tax prep software firms, and a grand unified theory of the Google Civil War.
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A major internet of things data leak, China is about to turn on its GPS competitor, would you like to star in a bitmoji TV show, a look back at the year in unicorns and is the VC gravy train over for us consumers, at least?
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A late holiday gift for YouTube creators, an important new rule for drone operators, to what degree has the Chinese government enabled Huawei’s success, and of course, the weekend longreads suggestions.
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Travis Kalanick has cut all ties with Uber, Sling does indeed have streaming pricing power, livestreams are the new telethons, YouTube considered doing the right thing but passed, and is Catalyst fundamentally flawed?
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The Government says ToTok is a full on spying app, TikTok wants to distance itself from allegations that it might be a spying app, out of nowhere, could Rivian be Tesla’s biggest competitor, and what does it mean if Travis Kalanick sells all of his Uber stock?
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Does Apple have a secret team to do an end run around telecom carriers, Google buys a game studio, IAC buys Care.com, Ripple is an interesting raise, and of course, the weekend longreads suggestions.
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That big NYTimes piece about location data, is Facebook taking another run at creating its own OS, is Apple considering buying James Bond, is Spotify building a social graph, and do e-athletes need gaming socks?
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Everyone comes together to create a smart-home standard, did Google consider walking away from its cloud business, the last holdout comes to streaming, Gary Larson stops holding out on the web and the math behind that gift-wrapping video.
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More reported casualties in the Google Civil War, more strife between Amazon and FedEx, can Amazon turn Alexa into a healthy ecosystem, developers: get busy on Edge extensions, and the top apps of the decade have one big thing in common.
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Chrome 79 is wiping data from some apps, Amazon is about to deliver more than FedEx or UPS all by its lonesome, Argo plans to charge by the mile, smart TV’s make margin by watching you, does music lack pricing power and help me find a name for $100 million-dollar annual recurring revenue startups.
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For the final weekend bonus episode of the year, I wanted to check in with Crypto. What a year for the space! Seemingly dead at the beginning of the year. But then the Crypto Spring™ happened. And then Libra happened. And so… where are we? No one better than CoinDesk’s Brady Dale to catch us up…
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Details about the next-gen Xbox, Apple makes an interesting acquisition around photography, Lyft will rent you a car, why I find Roku so interesting, and, of course, the weekend longreads suggestions.
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Google releases all the things at once, everyone is mulling over Jack’s decentralized Twitter idea, one last tech IPO of the year, should seed investors just say yes to every deal, why you should know the Canva story, and why Cousin Greg playing Adam Neumann is my Christmas dream come true.
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A bold new proposal to decentralize social media from Jack Dorsey, YouTube bans “malicious insults,” you can only clean your Pro Display XDR with a special cloth, Silicon Valley is no longer everyone’s favorite place to work and the big tech companies whistled past their troubles this year.
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Apple is suing its former chip architect, the Apple Card finally makes sense to me, wheels on the Mac Pro will run you $400, Softbank abandons Wag, Microsoft brings Office to Linux and I want the new tech bubble to be about exoskeletons.
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China orders its own crackdown on foreign tech, Google is bringing “feature drops” to Pixel Phones, the Mac Pro is here but Wunderlist is exiting stage left, Magic Leap seems to be having issues, and an interesting raise from, well… us.
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I’ve been trying to read books about AI lately to get a firmer grasp on this important topic, and the best book I’ve read for both a basic grounding of the history and the state of play of AI, but also looking at potential frameworks for the technology, both ethically and socially is A Human Algorithm: How Artificial Intelligence is Redefining Who We Are by Flynn Coleman.
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I had already reached out to Bloomberg’s Mark Bergen this week to talk about the Google Civil War, but then, of course, there was other big Google news this week. So, come for the assessment of Google’s culture at the moment but stay for an assessment of regime change and a lot more.
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The Uber safety report, more Galaxy S11 rumors, could Apple be about to kill the charging port on iPhones entirely and what would that mean, Samsung’s new chips to make AR mainstream and of course, the weekend longreads suggestions.
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The FTC might be broadening its look into Amazon, the new flagship Snapdragon Chips, a disc-free Xbox, checkins with Slack, Imgur and Robinhood, and craigslist enters the 21st century.
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Larry and Sergey ride their Segway’s off into the sunset, a new entrant in the streaming wars, more news from the re:Invent conference, YouTube says it’s algorithm change is working and the year that was, in the world of Reddit.
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Headlines from re:Invent, how tech is caught up in a tariff war with France, Facebook created a chatbot to help employees explain themselves during the holidays, and let me tell you about the new foldable phone from Pablo Escobar’s brother.
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Interesting Galaxy S11 leaks, T-Mobile flips the switch on its 5G network, might different models of next year’s iPhone have different versions of 5G, the rundown of Black Friday/Cyber Monday and why an e-sports team is IPO-ing.
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Since it’s a holiday week in the US, I’m going to do what I’ve done once before on Holiday weeks and give you an episode from the Internet History Podcast archives. This is a story about tech history that, if you’ve never heard it, will blow your mind. What if I told you there was a crazy entrepreneur who was the true founder of what would become America Online? He was the guy who hired Steve Case back before AOL was AOL. What if I told you that same entrepreneur invented true, networked, online gaming—not in the era of the Xbox 360, or Stadia, but back in the days of the Atari 2600? What if I then told you that same entrepreneur invented a Napster/Pandora/Spotify/Sirius-like music service, all the way back in 1981, before the compact disc was even widely available? That Man Is William von Meister And he is the subject of this episode. This is a crazy story, about a hard drinking, heavy-smoking, women-chasing entrepreneur, seemingly from the Mad Men cloth, who was “a pathological entrepreneur” with a “reality-distortion-field” that would give Steve Jobs a run for his money. It’s a story of about a dozen harebrained businesses, none of which were really successful (excepting of course that some or all of them lent their DNA to the company that would become AOL) but all of which were way ahead of their time, and in many ways, presaged technologies we take for granted today.
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Google fires four workers associated with labor organizing, Amazon's ruthless quotas lead to high rates of warehouse injuries, grass-roots opponents to Amazon's power form a coalition, a report cites the public cost of Amazon warehouses on Southern California, the California DMV is selling driver information, the Rev transcription service exposes contractors to horrific recordings, Facebook pays people to take surveys, Zuckerberg mostly listens to old white men, a TikTok teen spreads the news about Chinese mistreatment of Muslim Uyghurs, and Texas Instruments keeps toting up new profits from an old calculator style.
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Uber loses its license in London, the web’s founder launches a “contract” to save it, eBay sells StubHub, the Threadrippers seem to be the real deal, Deadpool is buying a mobile carrier and Elon Musk knows why those windows cracked.
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We gotta talk about Cybertruck, Twitter continues its shipping products hot streak, AirPods are hotter than even Apple anticipated, some trouble in Russia for gadget makers and, of course, the Weekend Longreads Suggestions.
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Google is changing its rules around political ads, PayPal is acquiring Honey for a ton of money, why have a Dash Button when you can have a Dash Shelf? Route puts all your orders in one place and I’m afraid Google’s original culture is definitively dead.
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Hackers could take over your Android cameras, the police can do whatever they want with your Ring videos, if your Disney+ account is hacked, is it probably your fault? An amazing breakthrough in solar technology and why fishing by drone has become a thing.
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Apple’s planning an awards ceremony? Amazon has a new fire TV accessory, Spotify launches Your Daily Podcast, Google announces Your News Update, Ransomware comes for the vets, and the hidden cost hurdle for electric cars.
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The Mustang Mach-E wants to out Tesla Tesla, John Legere is stepping down from T-Mobile, .org domain names might be getting a lot more expensive, and the reviews on Google Stadia are decidedly mixed, but at least it works.
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So, that Razr event, out in LA... obviously I didn’t get to cover it live… and if there was ever a recent hardware event crying out for “hands-on” reporting, this was one. So, I reached out to someone who was there: QZ.com’s Mike Murphy, and actually, his take was pretty different than some of the others I read to you on Thursday. Come for that, and stay for the reality check about what will really make the 5G revolution happen.
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Apple takes down vaping apps from the App Store, why is Google going ahead with the Stadia launch this month? Amazon protests the JEDI decision, the TikTok juggernaut rolls on—especially in India—and, of course, the weekend longreads suggestions.
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There’s a new Razr phone with a foldable screen that might actually work? That Apple Prime bundle might be coming sooner rather than later. That Apple Research app is here right now. Why did 1Password raise a bunch of money for the first time ever? And can Netflix use Nickelodeon to fend off Disney?
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The new 16-inch MacBook pro might actually have a keyboard that works! Google wants you to bank with them. The Brave browser comes out of beta. And there’s an AI that can predict if you’ll die in the next year… but doctors don’t know how it does it.
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Google has hoovered up the health records of millions of folks without telling anyone, Instagram debuts a TikTok competitor, Facebook debuts Facebook Pay, WordPress.com debuts recurring payments and Disney+ literally just debuts.
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New York State is investigating the Apple Card for alleged gender bias, sources say Apple thinks AR glasses could someday replace the smartphone, Dara Khosrowshahi said some things he regrets, and Amazon is gonna launch a grocery store not called Whole Foods.
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Hello! @jyarow and @fmanjoo are back!
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Disney Plus will be on Amazon’s Fire TV when it launches next week, Andreessen Horowitz launches a completely free crypto school, Twitter seems to have woken up all of the sudden, T-Mobile really wants that merger with Sprint to happen, and, of course, the Weekend Longreads Suggestions.
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Twitter employees charged with spying for Saudi Arabia, those weird text messages a whole bunch of people received overnight, the most powerful desktop CPUs in the world, Ghost Locomotion wants to turn existing cars into autonomous vehicles, Wrench will repair your car on demand, and what smart speaker seems to be unhackable?
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Twitter announces Topics, Xerox might take a run at HP, Uber’s getting into the ads business, Ford’s electric Mustang makes Tech Crunch angry, and the best blockchain startup idea I’ve heard of in a long time.
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How are things in Masa Son’s world post-WeWork? How long until Uber will be profitable? How is the new Surface Pro X to use? Why is iOS aggressively quitting background apps? And why data scoring companies are maybe worse than credit score companies.
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Your smart speakers aren’t secure in a wild new way, crazy product announcement day from Microsoft and Adobe, crazy new logo design day from everyone but especially Facebook, and Wikipedia makes a big change to citations.
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Steve Case is obviously an internet and technology legend, as the founder of America Online. But as I said when I did a segment about it this week, I’ve always been fascinated with his Rise of the Rest Tour and Fund because, look, the whole basic principle of the project is to try new things, try to find new ideas and new people in new places. So after doing the segment on the new Rise of the Rest Fund II, I reached out to Steve to learn more about what he’s been learning as he’s been barnstorming the country to try to find exciting new companies outside of the major tech hubs.
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Google acquires Fitbit, Apple TV+ officially launches, might the US Government be about to bring the hammer down on TikTok, and of course, the Weekend Longreads suggestions.
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Twitter says it will ban ALL political advertising, Cognizant says it is getting out of the content moderation business, Facebook earnings are good, Apple earnings are good… and evolving, and can the Chinese monitor SMS messages at the provider level, at scale?
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WhatsApp sues the NSO Group about that crazy exploit, Uber is threating to sue Los Angeles about a crazy tracking program that I’m not sure about, we’ve got the full details surrounding HBO Max, an activist is taking Facebook’s political advertising policy to its logical conclusion, and how come none of you told me about Mario Kart Tour?
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Earnings from Alphabet and Shopify, hacking the Olympics, the Rise of the Rest rides again, Amazon is making grocery delivery free and letting you pay your electric bill via Alexa, and don’t update your HomePod, or you might brick it.
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AirPods Pro are here, new Nvidia streaming gadgets are here, Alphabet might be about to acquire Fitbit, the fallout from the Pentagon JEDI contract and what happens when your entire city orders from Amazon every single day.
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The news that Yahoo was shutting down Yahoo Groups, as I said, was another gut punch when you realize how much of the web’s history is so ephemeral. It also got me thinking that Yahoo as a company might be about to go down the memory hole, and that got me thinking about Yahoo’s legacy as perhaps the first great Internet company, and that got me talking to one of the deans of tech journalism, Harry McCracken. What IS Yahoo’s legacy? Why has it ended up the way it has? And also, why do we feel nostalgic for the sort of web Yahoo Groups represents? What has changed on the Internet from the Yahoo Groups glory days until now?
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Introducing Facebook News. Did the major US Carriers do an end-run around Google out of spite? Amazon is back to making as little profit as it possibly can, HBO Max makes its aggressive pricing move, and, of course, the Weekend Longreads Suggestions.
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Is TikTok a national security risk? Inquiring Senators want to know. Earnings running the gamut from bad to surprisingly good from Twitter, Amazon and Tesla. And to paraphrase an old saw: if a voicemail system goes down how would anyone even notice?
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Mr. Zuckerberg went back to Washington, Google claims “Quantum Supremacy,” Apple overtakes Starbucks, HireVue is a controversial AI hiring tool and is the influencer bubble on the wane?
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SoftBank is taking over WeWork in order to save it, Verizon will give you Disney+ for free, Surprise! Comcast’s “free” streaming box really isn’t, and how much does Dark Mode save in battery life? Quite a bit, it turns out…
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It’s review-a-palooza day with Surface reviews and Pixel 4 reviews. Also, Facebook announces new disinformation initiatives, and Microsoft announces a Secured-core PC initiative and Twitch wants in on the Watch Party action.
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Zuckerberg defends Facebook as a champion of free speech, will iPhone users have unlimited photo uploads to Google Photos while Pixel 4 owners will not, dial back your expectations for the Photoshop iPad app, the Vatican has a wearable prayer gadget, and, of course, the weekend longreads suggestions.
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Fingerprint sensors on the Galaxy S10 can be tricked by a phone case, the Pixel 4 face recognition system unlocks your phone even when you’re asleep, Netflix kicks off tech earnings season, Airbnb’s losses double, and Travis Kalanick is getting the Billion’s treatment. Paging Bobby Axelrod...
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Twitter explains how world leaders can break its rules but they’ll kinda, sorta crack down on them. LinkedIn launches Events, Giphy launches Giphy arcade, DoNotPay fascinates me, and a debrief on yesterday’s Google event.
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All the headlines from the Google hardware event, Apple butts in with new Beats, Libra loses another one, your movie theater wants to rent you movies, and Fortnite is back from the “black hole.”
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More China related controversy for Apple, for gaming, for all of tech really… but why Apple suddenly finds itself in a unique bind. More iPhone SE 2 rumors, the latest installment of “Will We Actually Ever See Libra?” and why nobody can play Fortnite right now.
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More on Apple’s China controversy, hands-on with Google’s Pixelbook Go laptop, Twitter returns to the Mac, Africa’s first homegrown smartphone, SpaceX and NASA kiss and make up, and of course, the weekend longreads suggestions.
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Apple takes down the Hong Kong app that it reinstated after taking it down in the first place, Waymo will soon let real people into driverless cars, Grammarly is the newest unicorn, and why, if you live in the Bay Area, your house might be without power… but your work probably won’t be.
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Twitter used your 2-Factor credentials to sell ads against you, the China/Hong Kong/tech controversies roll on, Mark Zuckerberg is going back to Washington, and the Nobel Prize for chemistry gives long overdue recognition to the most important technology innovation of our time.
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The PlayStation 5 is coming in about a year and Wired has the details, Hulu finally lets you download video, a gamer is banned for voicing support for Hong Kong protesters, how the Galaxy Fold was “fixed,” and Robinhood takes another crack at Cash Management.
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A Kindle Kids Edition is here, Sonos speakers via subscription is here, macOS Catalina is here, but the following tab is gone from Instagram, PayPal is ghosting Libra, and why investors think the time to jump into Quantum Computing is now.
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Satish Jeyachandran is the Head of Hardware at Waymo. Before that he lead the self-driving team at Tesla, so he was in charge of the Autopilot team, and his job change lead to headlines at the time. Today Satish gives us a history lesson on Waymo, tells us what the future holds for self-driving tech generally, and most importantly for me, answers a question I’ve always wondered. Why go for full autonomy? If you can give me the ability to let the car drive itself on highways, why not give me that now? Why try to solve the full 99.99% of the problem? It turns out, that Waymo learned you can’t do half measures. You have to do full autonomy or you do nothing. Very interesting conversation.
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Really bad Android zero-day discovered, is the scooter space back? Apple makes an interesting acquisition, an exoskeleton allows a paralyzed man to walk again and of course, the weekend longreads suggestions.
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Instagram launches Threads, the iPhone SE might ride again, the biggest content recommendation players have merged, Vice Media and Refinery 29 have merged, and why has Apple banned an app for users in Hong Kong?
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All the news from Microsoft’s Surface event… they’re making smartphones again! Anti-trust scrutiny gets results again as Apple says Siri will soon play nice with others, the Galaxy Fold reviews are in and might the other members of the Libra consortium be having second thoughts?
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Listen in on Mark Zuckerberg rallying the troops, GoPro hopes newer cameras revive its fortunes, prepping for the Microsoft event tomorrow, the SEC slaps a crypto company on the wrist, and Tesla’s new Smart Summon feature has made for some viral videos.
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IS the new iOS release finally bug free? Add podcasts to your Spotify playlists, WeWork officially “delays” its IPO, which gives us a reason to examine why the Unicorn IPO Parade has mattered, and This Week In Elon Musk is all about achieving orbit.
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A DoorDash data breach that has a bad new angle, we might see the foldable Razr phone by the end of the year, how long can this alternative app store last before Apple shuts it down, the biggest Tesla software update yet, and of course, the weekend longreads suggestions.
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Uber wants to become “the OS for everyday life,” Peloton’s IPO is a good news/bad news situation, the FTC sues Match.com for allegedly catfishing people, stuff I missed from yesterday’s Amazon event, and an “interesting raise” startup that wants to turn renters into home owners.
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Amazon’s hardware event gives us more Alexa in just about anything you can think of, Oculus has some news on the VR front, the 2020 iPhones might echo the iPhone 4 design, and those dog like robots from Boston Dynamics are finally leaving the lab, but to adopt one, you need to think through a use case.
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Adam Neumann out as WeWork CEO, Facebook acquires CTRL-Labs to deliver computing controlled by your brain, Kik officially shuts down its app, and is Microsoft preparing to let users control and monetize their own data?
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Google Play Pass might usher in a new era of mobile gaming, the WeWork saga is becoming a soap opera, Facebook’s foes and (erstwhile) friends are talking to the FTC, and has Google ushered in the era of quantum supremacy?
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Airbnb says it will have an IPO in 2020, Twitter exposes more bad state actors, a French court says Steam digital games may be resold in the EU, hold the phone on upgrading your iPhone to iOS 13, Amazon plays free with Allbirds, Tinder brings a new meaning to the word Bandersnatch, and this week’s long-reads suggestions, including a deep dive into the problems with pilot training and Boeing’s 737-MAX.
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Huawei tries to launch a flagship smartphone without a Google net, could Apple and Disney have merged? Some really interesting raises, for Automattic and Stripe, but also an autonomous construction equipment startup, and why there now might be SSD’s that are basically failproof.
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Facebook debuts Portal TV, and wants to make AR smart glasses to replace your smartphone, Google Fi has an “unlimited” plan that is every bit as unlimited as any other, the Apple Watch Series 5 reviews and autonomous vehicles come to the farm.
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WeWork’s IPO is off for now, Amazon Music HD is going after Tidal, the Streaming Wars mean big price tags for Seinfeld and Big Bang Theory, and a wrap up of all the iPhone 11, Pro and Pro Max reviews.
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If Amazon wants to tip-toe past the regulators, headlines like those from today can’t help, October is going to be filthy with major tech launch events, is TikTok showing us the future of the Chinese web in worrying ways, and let’s pour one out for MoviePass!
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As I mentioned in the Weekend Longreads segment, Gary Marcus and Ernest Davis had an op ed in the times that has changed the way I think about the state of AI. But they’re also the authors of a great new book, Rebooting AI: Building Artificial Intelligence We Can Trust. There’s a reason people remain fearful about AI… it hasn’t earned our trust yet. In all sorts of ways that we get into on this episode. And also, the interesting ways AI development needs to change to take the state of the art to the next level.
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We had the big iPhone announcement this week, so to break it down, our good friend at MacStories, John Voorhees is here to dive into… why so much backlash to this event? Was it boring? What did we actually get from Santa Tim? And why we might look back at this as the pivot point where Apple events changed into something new...
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Cloudflare has a successful IPO, but will WeWork’s planned IPO be considered a success even if it actually has one? Is another investment bubble popping in the AR/VR space? Will the streaming wars kill the back-end deal in Hollywood? And, of course, the weekend longreads suggestions.
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Uber says the California contractor law doesn’t apply to it because it is… checks notes… not technically in the ride hailing business, will France block Libra in the EU, dark mode comes to Slack, crowd-sourced answers come to Alexa, and, some news on the Fermi Paradox front.
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Will a California law change the entire landscape of the gig economy? Can Dutchie build a Shopify-like ecommerce platform for cannabis? Will Switzerland be less welcoming to Libra that Facebook hoped? And a rundown of the fallout from yesterday’s iPhone event.
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All the news from the iPhone launch. Also, the Attorneys General officially go after Google… but why is California sitting this one out? And… is Masa Son pressuring WeWork to cancel its IPO or is it full speed ahead?
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The MIT Media Lab director steps down, Apple sort of hides its own apps in App Store searches, why big tech should worry about the states as much as Uncle Sam, reviews of the Google Nest Hub Max and why hands-free games actually make you a better driver.
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Apple might have just given us the final reason to delete iTunes, Sonos has its first portable speaker, the Attorney’s General are targeting Facebook as well, it’s duplicating Google services all the way down, and, of course, the Weekend Longreads suggestions.
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China tracked Uyghur travelers by hacking Asian telcos, the company formerly known as WeWork drops its IPO target, Samsung has found a fold fix, Apple may bring back both Touch ID and a cheaper iPhone, MIT Media Lab’s founder says the group was right to have accepted money from Jeffrey Epstein, Facebook launches its Dating service in the U.S., SIM swapping is obscure but growing security problem, and the Jeremy Renner app has been shot down. Er, shut down.
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Google gets a fine and is about to be investigated by all the states, Android 10 is here, a $14k gaming chair is here, a slew of new Fire TV devices are here, and the Light Phone 2 wants to save you from the Internet.
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Samsung is gonna take another crack at foldable phones with a different design, sleep tracking is coming to the Apple Watch, Firefox 69 locks down everything, and a deep dive into the whole Ring Doorbell and Neighborhood controversy.
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The biggest iPhone attack ever, Microsoft wants to make tablet mode on Windows 10 more desktop-y, airlines are banning Macbook Pros, Jack Ma and Elon Musk debate AI and the weekend longreads suggestions.
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Apple makes nice with repair shops (and saves the date for the iPhone launch next month), an undersea cable mostly already built could be axed cause… China stuff, YouTube says it’s made progress on cleaning up its algorithm, and a machine learning betting company that says it can make sports betting a no-lose proposition.
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Apple walks back the Siri grading program, Peloton’s S-1 reveals an interesting company, Fitbit’s interesting new smartwatch, don’t travel if you use social media at all, and another new service enters the Google Graveyard.
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Anthony Levandowski is arrested, Facebook is taking another run at Snapchat with something called Threads, Yelp adds personalized results for the first time, the BBC wants in on the voice assistant craze, The Irishman IS coming to theaters after all, and why people are standing in line, INSIDE World of Warcraft.
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Google and Dell team up for enterprise-grade Chromebooks, Baidu makes big leaps in smart-speaker market share, Binance lets you lend crypto for interest, publishers sue Audible and why, when it comes to autonomy, maybe we should swim before we try to drive.
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About a year ago, Elon Musk was doing so much crazy stuff, I was desperate for someone to tell me what was going on. So, I reached out to Rob Maurer from the Tesla Daily podcast to be a sort of Elon whisperer for me. Rob was great and gracious, and actually, that was the beginning of the weekend bonus episode idea in a way. Well, a year on… let’s take Elon’s temperature… and Tesla’s. Great conversation with Rob about where Tesla is at, and also, congrats to the Tesla Daily podcast on turning 2 years old! Subscribe now! Tesla Daily!
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YouTube shuts down channels over Hong Kong content, some of Facebook’s Libra partners are having second thoughts, the WSJ finds some shady items on Amazon, the reviews of the Galaxy Note10+ are in, and the weekend longreads suggestions.
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Will we see an iPhone Pro next month? Google has a new proposal for ad tracking, Android deserts dessert nomenclature, why hasn’t tech solved parking yet, and why The Irishman might be a major fork in the road for Netflix.
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Nintendo Dispatch is a weekly Nintendo podcast with Nintendo fans Michael, Christina, and James. Each week they breakdown the latest news, game releases, and happenings in the Nintendo universe. No topic or game system is off limits as we discuss at the Nintendo Switch, 3DS, Nintendo's mobile games, theme parks, merchandise, and whatever else awesome Nintendo is doing. Join them each week for a new episode of awesome. Go to nintendodispatch.com or search Nintendo Dispatch on your podcast app right now to subscribe.
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Next gen chips from Intel, the real HQ2 for Amazon is in India, the controversy around Apple blocking ad tracking on kids apps is a real case for King Solomon, and Ben Thompson makes a compelling bull case for WeWork.
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The Merge Conflict podcast is a weekly discussion with developers Frank and James on all things development, technology, & more. After years of being friends, Frank and James finally decided to sit down and start a podcast about their lives as mobile developers using Xamarin. Much more than just another mobile development podcast, Merge Conflict, reaches all areas of development including desktop, server, and of course mobile. They also cover fun things happening in the world of technology and gaming and whatever else happens to be on their minds. Head to mergeconflict.fm to learn more or search Merge Conflict in your favorite podcast app today to subscribe.
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Twitter suspends a bunch of China-linked accounts, is Apple TV+ dead on arrival? 23 towns in Texas are hit with ransomware, and why isn’t Alexa in your car?
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Libra gets competition, Spotify and Roku get family friendly, Amazon is sitting out the launch of Disney+ (for now), Ikea is serious about becoming a smart-home player, and can the world’s largest semiconductor chip kickstart an AI revolution?
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On a recent weekend longreads segment, I recommended a piece by The Verge’s Julia Alexander asking whether Netflix’s recommendation algorithms were broken, or maybe borked. We’re going to talk a bit about that today, but since Julia is on the Streaming Wars beat at The Verge, you know how I love to talk about the streaming wars, and we are right about at the point where the battle is going to be joined in earnest.
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Coinbase says all your bitcoin base are belong to us, Apple sues a “virtualization” company, was Amazon offering vendors a pay to play scheme with Amazon Choice, and, as always, the weekend longreads suggestions.
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Facebook tweaks groups, Google Assistant lets you remind family members, can we be training voice AI in a better way, say hello to the Sega Genesis Mini, and the free app that can save your life out in the wilderness.
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WeWork files for its IPO, a huge data leak reveals fingerprints, facial recognition data and more, are you going to have trouble taking your MacBook Pro on your next flight, why Two and a Half Men is the next big piece in the streaming wars and why I’m bullish on an Airbnb for boats.
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Tumblr finds its final home (hopefully), new Snap Spectacles, a new gaming startup tries to one-up Fortnite’s social model, why your DSLR camera is a prime ransomware target, and yes, Twinfluencers are apparently a thing.
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Would you want (or need) a 108MP smartphone camera? The “Ninja” Blevins/Twitch breakup explained. The cat-and-mouse between Chrome and paywalls explained. Credit where due for Apple on wearables, and why touchscreens might not be a user interface panacea.
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Uber and Lyft continue to lose money hand over fist, Huawei has a backup OS plan, Piano has a smarter paywall for news outlets, people are texting their “number neighbors” and of course, the weekend longreads suggestions.
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All the headlines from the Galaxy Note 10 event, to what degree does Zuckerberg really want to keep Instagram independent, Google is expanding podcast search capabilities, you can now tell Alexa to slow down, and Netflix bags Benioff and Weiss and what that means to the streaming wars.
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We have a launch date for Disney+ and we also have confirmation of a wicked compelling bundle, FedEx officially breaks up with Amazon, Amazon trades accusations with CVS and Walgreens, iOS API changes make life difficult for Facebook, and why it might be make or break time for TikTok.
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Mutant Podcast Army Classic league (Code: rd6c2i)
Mutant Podcast Army Head2Head league (Code: bt0y07)
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The Apple Card is here (for some of you), industrial cyberattacks have doubled, are Yelp and Grubhub partnering to hurt restaurants, Amazon’s scoot robots come to Southern California, 5G comes to New York City and what to expect from tomorrow’s Samsung event.
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Cloudflare stops doing business with 8chan, two big new smartwatch releases, why the Athletic believes people will pay for sports news, the 22 year old founder of the newest unicorn, and why used electric vehicles might signal EVs are entering the mainstream.
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The Vox/Recode family has a new podcast, Land of the Giants. And so we’re going to talk to Jason Del Rey, the voice behind the first season of this podcast, which focuses on Amazon. But look, I’ve wanted to get someone on to talk turkey with me about Amazon for a while now, because they're at this weird place where… maybe they’re the most powerful tech company in the land? What does that mean, for them AND for us? Jason Del Rey was the perfect person to ask.
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Google and Apple suspend their programs where humans listen in on what you say to your voice assistant, Google will let Android users in Europe pick a search engine, Verizon tortures the very definition of words, Amazon dash buttons have an official end date, and the Weekend Longreads Suggestions.
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Tips tricks and commentary from the world of Cisco brought to you by the people that know it best. Conf T, or Configure Terminal for the newbies, is a bi-weekly podcast hosted by Cisco Systems Engineers where we discuss various Cisco technologies, best practices including Cisco Validated Designs, and overall commentary regarding Cisco and Technology in general. With new topics covered every two weeks across the entire Cisco portfolio, this is one of the best ways to keep up on everything Cisco. If you manage Cisco networks, be sure and subscribe to "Conf T with your SE" so you can stay up to date and informed. Conf T with your SE is available on Spotify, iTunes, Google Play, and anywhere else fine podcasts are found.
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Intel’s faster new chips, Bird’s more durable new scooters, Samsung’s new lack of a headphone jack, Cisco settles with the government, IBM’s facing an age discrimination lawsuit, Cloudflare’s planning an IPO and the new season of Fortnite.
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Would you like to discover a happier, healthier, more focused life? Would you like to become a better version of yourself? Cactus.app [read as: cactus dot app] increases your self-awareness through guided self-reflection and gives you a private place to journal your thoughts. Cactus.app encourages you to think about the impact of your experiences, prompts exploration of your feelings, and proposes actions to enhance your experiences. And, it’s free. Check it out at cactus.app. And, by the way, this is not an app in the app store _yet_. You have to go to cactus.app to check it out. Link in the show notes.
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Apple isn’t selling as many iPhones, but they want you to know that that’s just fine. Samsung isn’t selling as many high end smartphones as they’d like, but seemingly no one is. There’s a new Galaxy Tab, Facebook hasn’t given up on their Portal ambitions and the rise of the livestreamed funeral business.
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There is a great new podcast on venture and startups. It’s Called LA Venture and it’s all about the Los Angeles venture and startup scene. It's useful if you're looking for funding or just interested in getting to know the LA investors. Admittedly, it's hosted by two VCs interviewing other VCs and everyone is talking about themselves. But, we're all avid TechMeme listeners so perhaps we've picked up some of Brian's ability to make our stories snappy and enjoyable listening. (ooh… flattery will get you everywhere)… Search for "LA Venture" hosted by TenOneTen. Great place to get venture insights if you're already caught up on TechMeme Ride Home listening. Again, LA Venture by TenOneTen.
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Another day, another data breach… but this Capital One breach has some odd new wrinkles, the Android smartphone industry continues to be a tough gig for most manufacturers, I’m ready for smart contact lenses and apparently, the YouTube creator community is ready for a union.
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Google continues to leak Pixel 4 details itself, Github bans users from specific countries, will we eventually see a TikTok phone? Consolidation in the food delivery space, and all hail our first official Fortnite World Cup Champion.
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The T-Mobile/Sprint merger gets the go-ahead, a whole bunch of odds-n-ends Apple stories, SoftBank announces a new Vision Fund, the biggest earnings wrap-up of the calendar quarter, turns out that Chris Hughes was serious about breaking up Facebook, and the weekend longreads suggestions.
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Ursula K Le Guin's Earthsea Books
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Samsung says we will finally see the Galaxy Fold in September, Tesla has a bad earnings miss, Deep Mind and Waymo partner to hopefully speed up AV development, AT&T can’t stop dialing up new streaming services and a gadget, game and documentary review trifecta.
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The FTC comes down on Facebook, but is the new DOJ probe really what Silicon Valley should worry about? Cruise won’t be self-driving taxis in San Francisco this year, Snap really seems to be on the rebound, and is media piracy poised for a major comeback?
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Here's something new for the RideHome audience. Attention investors, those thinking about investing and those long interested in the music business. A tightly held start-up in the Music Publishing space is looking for some investor love. Rocket Songs is changing the way musicians across the globe get their hands on professionally written songs. With songwriters that have written for:
• Chris Stapleton
• Beyonce
• Kings of Leon
• top K-Pop acts
• And many others!
Up until now songs from these songwriters have been in a vault (literal and figurative) at Music Publishing Houses. But we're making them available in a state-of-the art marketplace. We are live. We are converting users and making money. But we need Seed Round money and we're not friends with any top VC or angel investors. So, if you want... to help disrupt the multi-billion dollar publishing industry, to help a start-up with a proven business model. Reach out! Email: [email protected] and check out RocketSongs.com. But also, for serious investment inquiries: [email protected]. Link in the show notes.
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En liten tjänst av I'm With Friends. Finns även på engelska.