Australia passed legislation banning social media for kids under 16, as we've discussed in previous eps. But in today's episode, we're getting into the nitty gritty. We're joined by Crikey reporter Cam Wilson to tease out some of the specifics of the legislation and how it might be enforced. We also force him to debate the greatest question of our time: should we save Australian children from the evils of social media? Or should we let the megacorps continue to poison the innocent minds of the y...
Dec 10, 2024•51 min
This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head here . Crypto is back. The industry is excited by the forthcoming Trump presidency and what it means for their little online coins. Bitcoin just hit $100,000. But the mood is a little different this time. There's less pontification on the future of money and finance, less attempts at making art and culture, and a whole lot more brazen bag-pumping and sweaty gambling. In this ep, we talk about the...
Dec 05, 2024•6 min
Kickstarter. A gadget head's paradise... and hell. The boys revisit the glory days of crowdfunding, what was the vibe that made it prolific, and the pitfalls that befell it. And, most importantly: what does it tell us about love? See omnystudio.com/listener for privacy information.
Dec 03, 2024•43 min
The US Department of Justice wants to force Google to sell Chrome, its browser, for antitrust reasons. It raises the question: who would buy it? Could it live as a standalone company? That opens a whole can of worms for your favourite tech podcast, as we talk about browsers and why they're such a strange business. See omnystudio.com/listener for privacy information.
Nov 26, 2024•45 min
The the wake of the US election and the increasingly weird vibe on X, there has been yet another exodus of users to the promised land of "any text-based timeline but Twitter". That means people are talking about Bluesky again. In this episode, we revisit the erstwhile decentralised social media platform and check in on its progress, asking the question on everyone's lips: does it have the juice? Also, prices of Down Round Premium are sensibly increasing in line with Australian PPP. But we're off...
Nov 19, 2024•35 min
It's the first week after the US election, and Down Round is officially making the leap into being an American politics podcast. OK, not really. But there's actually plenty of Down Round relevant themes here. In this ep, we talk briefly about the new state of tech politics now that the conservative side of the industry is on the march. Then, we go into three big tech narratives that got the most attention at the election: podcasts, X and prediction markets. See omnystudio.com/listener for privac...
Nov 12, 2024•41 min
We are joined once again, for our sins, by the Australian Financial Review's Rear Window columnist Mark Di Stefano. A freewheeling episode on everything from smartphones to AI girlfriends, where we all perform some ruthless self-critique and ultimately come out happier, more self assured and about 10 IQ points dumber. See omnystudio.com/listener for privacy information.
Nov 05, 2024•45 min
This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head here . We're putting on our hazmat suits and going back into the world of crypto. Or, at least, one promising part of it. Stripe recently bought Bridge , a startup which built a stablecoin issuance and settlements API. That sounds boring, and perhaps it is. But one day, it could play a serious role in helping pay the person or bot who replaces you. In this ep, we talk about why one of the biggest...
Oct 31, 2024•4 min
It's Halloween this week, and we've got an appropriately spooky episode for you. We're looking back at a random selection of some of our favourite dead and/or zombified companies, platforms and products of the past couple of decades. From instant delivery and Google Reader to Adobe Flash and the Microsoft Zune, prepare to be utterly terrified by these terrifying spirits from tech's past. See omnystudio.com/listener for privacy information....
Oct 29, 2024•46 min
Today's ep is the first and last edition of the Down Round Book club. We're talking about Play Nice: The Rise, Fall, and Future Of Blizzard Entertainment , by Bloomberg reporter Jason Schreier. It documents the story of Blizzard Entertainment, the developer behind WarCraft, Diablo and StarCraft which is as of last year a subsidiary of Microsoft. James read it last week and felt it hit on some interesting Down Round areas, namely: The evolution of monetisation Why eSports was never going to work ...
Oct 23, 2024•51 min
We're lauching a bonus episode this week to officially welcome in the silly season (commences mid October). We're joined by James Chin Moody, CEO of Sendle, a virtual courier service who is quite likely responsible for some proportion of the treats you receive via mail. We discuss the Australia Post monopoly, the funding environment and the future of ecommerce. See omnystudio.com/listener for privacy information.
Oct 22, 2024•40 min
It's another Tesla event, folks. At the tail end of last week, Elon Musk got up on stage and showed off the CyberCab, the company's attempt at a robotaxi. He also gave us some updates on Tesla's humanoid robot, Optimus, and even had some of these evil computer men walking around the event and serving beers. But there was some digital trickery afoot, and not everything was as it seemed. In this episode, we discuss. See omnystudio.com/listener for privacy information....
Oct 15, 2024•52 min
This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head here . Fun times create happy people, happy people create lovely times, lovely times create fun people. It's another loose, shot from the hip premium ep, folks. ChatGPT’s voice mode is finally here, while OpenAI itself s going through more weird palace intrigue for us to pick through. A digression into AI podcasts. Meanwhile, all the VCs and founders are arguing about drugs. So we will too. See o...
Oct 03, 2024•3 min
In last week's premium episode, we sounded off about the state of VR and smart glasses. In true Down Round fashion, Meta had already announced its concept product, a pair of AR-enabled smart glasses named Orion, by the time the ep aired. We will never admit we were wrong. Instead, we press forward. In this ep, we talk about Orion, Meta's plans, and why it seems like everyone is now locked in on the idea that smart glasses are the smartphone successor. See omnystudio.com/listener for privacy info...
Oct 01, 2024•45 min
Intel may have more or less invented modern digital computing, but it hasn't been going so crash hot lately. Following decades of strategic missteps and blunders, it's now experiencing weakening earnings and stock price declines as it attempts to engage in the mother of all turnaround jobs with a little help from the US government. Now, the sharks are circling, with Qualcomm popping up as a potential acquirer. In this ep, we discuss what brought Intel to this point, what might happen next, and s...
Sep 24, 2024•47 min
This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head here . After 2 months of cringe-posting references to strawberries, OpenAI have released their latest model : o1. And AI heads are losing their minds. Ostensibly, it's intended for the kind of thorny math and reasoning problems that LLMs tend to struggle with. The guts aren't public, but it seems to use chain-of-reasoning prompts to really force itself to 'think'. So, is it any good? Is this a hu...
Sep 19, 2024•5 min
We didn't cover the Apple iPhone keynote last week because it wasn't particularly exciting and there were virtually no surprises. But, having been given a week to ruminate on it, we have thoughts. In this ep, we talk about why analysts have been obsessed with an AI-driven iPhone supercycle, why Apple has backed itself into a corner by overcharging for RAM, and the slow death of the smartphone. See omnystudio.com/listener for privacy information....
Sep 17, 2024•36 min
This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head here . Social media. Is it too dank for the malleable and developing mind? The Australian government seems to think so. Labor has joined the ranks of a number parties and bodies in various jurisdictions in attempting to set a lower age limit for social media . We consider the following questions: Why? How would it work? Who is to blame for society crumbling? See omnystudio.com/listener for privac...
Sep 12, 2024•7 min
For decades, technologists have fantasised about the ultimate prize: a humanoid robot, available to consumers and industry, which can perform a range of humanlike tasks. The recent AI moment has reignited those aspirations, with everyone from Tesla to Apple – and a handful of ambitious startups – either openly or secretly working on humanoid robot projects. In this ep we round up the rumour mill, and talk about what these things could actually be useful for, and why they're suddenly everywhere. ...
Sep 11, 2024•42 min
This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head here . The tech world has been ablaze over the past week or so, both ironically and unironically, about the concept of Founder Mode. Inspired by a short essay by Paul Graham, 'founder mode' vaguely posits that there's a natural point in a startup's existence where it gives up being led by a single founder with a ton of agency, and instead becomes led by professional managers via delegation. Graha...
Sep 05, 2024•5 min
Brazil has slapped a ban on X , as the culmination of a dispute between the platform and the country’s judiciary over censorship. It’s weird, because Elon Musk’s platform has complied with government requests from other countries, like Turkey and India. So what’s the deal? In this ep, we talk about Musk's free speech crusade, the Brazilification of the web, and the general vibes around the X business right now. See omnystudio.com/listener for privacy information....
Sep 03, 2024•41 min
Telegram CEO Pavel Durov was arrested over the weekend in France, with prosecutors accusing him of violations discovered as part of an investigation into child exploitation material, drug trafficking and fraudulent transactions on the platform. It’s more than plausible that stuff like that is happening on Telegram. But there’s certainly something unusual going on here too. Telegram has evolved from a messaging app into a full-blown social media platform – and one that is relatively uncensored an...
Aug 27, 2024•45 min
Apple's profit from "Services" is set to surpass profits from iPhones within a couple of years, which is pretty crazy, really. Of the ~$80-90b Apple make a year in "Services", around 25% of that comes from Google handing over north of $20 billion per year to be the default search engine in Safari. For years, Google has been freaked out by the prospect of Apple building their own search engine, as outlined in Raph's piece here . A judge has now ruled this is ILLEGAL . What will come of this? What...
Aug 13, 2024•41 min
Nike: The brand of brands. When it comes to brands, they're top dog. When it comes to returning money to shareholders, less so. At least this year. As Nike have pursued the quest to become as close as an apparel company can be to a tech business, their share price has tanked – this year by over 30%. A former executive's LinkedIn post went about as viral as a LinkedIn post can go, lamenting Nike's turn to e-commerce and performance marketing thanks to their current CEO, the former head of Service...
Aug 08, 2024•8 min
It's quarterly earnings season, and some of our favourite tech companies are looking a bit shaky. Not because they're not making money – they are – but because they're spending it on new data centres and AI research. In this episode, we take stock of the current earnings reports, and touch on a few interesting tidbits like Amazon's softness in e-commerce and Intel's moment of reckoning. Also, when we recorded this, markets were teetering on the edge of meltdown. So get ready for some adjacent ch...
Aug 06, 2024•44 min
Meta this week released the latest update to their LLM, Llama 3.1. It is ostensibly a "frontier model" on par with its OpenAI, Anthropic and Google rivals. The difference i: anyone can download the model and the weights and run it, and build on it wherever and however they want, without paying Meta a cent. Why? Glowed up Mark Zuckerberg wrote an article to explain his reasoning; the boys dissect: what the hell is going on? Links Open Source AI Is the Path Forward – Mark Zuckerberg See omnystudio...
Jul 30, 2024•36 min
Recently, the eponymous founders of venture capital firm Andreessen Horowitz went public in announcing their support for Trump in order to protect what they called "little tech" – as opposed to "big tech" To them, little tech basically means startups, which they believe are under threat from "bad government policies". While big tech is trying to entrench it's advantage with regulatory capture, little tech just wants to party. We discuss the new battlelines, and – crucially – tell you which team ...
Jul 25, 2024•4 min
You are no doubt aware that the world suffered a fairly significant IT outage at the end of last week, affecting everything from TV broadcasts to supermarkets and airports. Turns out it was because of cybersecurity company CrowdStrike releasing a thoroughly bung update to Windows machines. In this ep, we talk about the incident, how susceptible the world is to single points of IT failure, and other assorted and sundry topics. See omnystudio.com/listener for privacy information....
Jul 23, 2024•28 min
A recent political incident involving the former president provide a stress test of X under Elon Musk. It also provides us with an opportunity to do a side-by-side comparison of how it was reported on the various post-twitter clones: Threads, Bluesky and Mastodon. Additionally, the several loud noises at the Trump rally led to a cascade of Silicon Valley stalwarts to endorse the Republican nominee for president – we examine the profound political shift that has occurred over the past 8 years in ...
Jul 21, 2024•7 min
Real estate tech is an underrated part of the broader tech ecosystem. From listing and buying platforms to property management apps and everything in-between, there's a suite of tech solutions for selling, buying, renting, investing and just having a squiz at property. In this ep, we take a little tour through real estate tech, which mostly ends up as a struggle session. See omnystudio.com/listener for privacy information.
Jul 16, 2024•32 min
