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. Sponsors: FactorMeals.com/ride50 and code ride50 Links: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’ (CNBC) Nvidia launches NIM to make it smoother to deploy AI models into production (TechCrunch) Nvidia enlists humanoid robotic...
Mar 19, 2024•31 min
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. Links: Apple Is in Talks to Let Google Gemini Power iPhone AI Features (Bloomberg) Apple researchers achieve breakthroughs in multimodal AI as company ramps up invest...
Mar 18, 2024•17 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 16, 2024•30 min
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. Sponsors: Robinhood.com/boost Links: Apple Buys Canadian AI Startup as It Races to Add Features (Bloomberg) FCC scraps old speed benchmark, says broadband should be at least 100Mbps (ArsTechnica) Spotify says its iPhone app...
Mar 15, 2024•16 min
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. Sponsors: Ramp.com/techmeme Links: House passes TikTok bill that could ban app in the U.S., spawning Senate support (The Washington Post) Microsoft has added the GPT-4 Turbo LLM to the free version of Copilot (Neowin) Micr...
Mar 14, 2024•17 min
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. Sponsors: Shopify.com/ride Nutrafol.com/men code: RIDEHOME Links: TikTok bill, racing toward House passag...
Mar 13, 2024•17 min
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. Sponsors: Shopify.com/ride Links: Apple will allow users to download apps directly from a developer’s website, in latest EU App ...
Mar 12, 2024•17 min
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. Sponsors: 1password.com/ride ArcticWolf.com/techmeme Links: Epic says Apple will reinstate developer account, clearing path for Epic Games Store on iPhone (9to5Mac) Sam Altman returns to OpenAI's board (Axios) Sam A...
Mar 11, 2024•17 min
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 Learn more about your ad choices. Visit megaphone.fm/adchoices...
Mar 09, 2024•25 min
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. Links: Furious Congress plows forward with TikTok bill after user revolt (Axios) China Readies $27 Billion Chip Fund to Counter Growing US Curbs (Bloomberg) Temu’s Push Into America Pays Off Big Time for...
Mar 08, 2024•17 min
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. Sponsors: Kolide.com/ride Links: Apple kills Epic’s iOS game store plans over App Store criticism (The Verge) Apple Set to Be Quizzed by EU Over ‘Fortnite’ Maker Shutout (Bloomberg) Big Tech...
Mar 07, 2024•17 min
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. Links: Apple Releases iOS and iPadOS 17.4 with Major Safari and App Store Changes in the EU, Transcripts for Podcasts, New Emoji, and More (MacStories) EXCLUSIVE: Microsoft will unveil OLED Surface Pro 10 and Arm Surface Laptop 6 this spring ahead of major Windo...
Mar 06, 2024•17 min
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? Links: Google rolls out changes for users, apps developers as EU tech rules loom (Reuters) Instagram now lets you edit DMs up to 15 mins after sending them (TechCrunch) M3 MacBook Pro will gain multi-display support in sof...
Mar 05, 2024•15 min
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? Links: Apple hit with €1.8bn fine for breaking EU law over music streaming (Financial Times) Apple launches new 13-inch and 15-inch MacBook Air with M3 chip, support for two external displays, faster Wi-Fi (9to5Mac) App...
Mar 04, 2024•16 min
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. Links: Elon Musk sues OpenAI over AI threat (Courthouse News Service) Meta to Wind Down Its News Feature in the US and Australia (Bloomberg) Microsoft introduces Copilot AI chatbot for finance workers in Excel and Outlook (CNBC) Alibaba’s new AI system ‘EMO’ creates realistic talking and singing vid...
Mar 01, 2024•19 min
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? Links: SEC Investigating Whether OpenAI Investors Were Misled (WSJ) EA to lay off 5% of workforce, or about 670 employees (CNBC) Vision Pro demand higher than expected; returns down to 1% – Kuo (9to5Mac) Kuo: A...
Feb 29, 2024•17 min
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. Links: Apple to Wind Down Electric Car Effort After Decadelong Odyssey (Bloomberg) Apple's Scrapped Car Project Means AI and Headset Bets Are More Urgent (Bloomberg) Google CEO calls AI tool’s controversial res...
Feb 28, 2024•18 min
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. Sponsors: Hims.com/ride Links: Sony is laying off 900 PlayStation employees (The Verge) Microsoft’s Mistral AI Investment to Be Examined by EU Watchdog (Bloomberg) Meta aims to reveal and demo Orion, its first true AR g...
Feb 27, 2024•17 min
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. Links: Samsung unveils the Galaxy Ring as a way to 'simplify everyday wellness' (Engadget) Apple Ponders Whether to Develop Sm...
Feb 26, 2024•15 min
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? Learn more about your ad choices. Visit megaphone.fm/adchoices...
Feb 24, 2024•26 min
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. Sponsors: Robinhood.com/boost Links: Reddit files to list IPO on NYSE under the ticker RDDT (CNBC) Reddit is going public and inviting power user...
Feb 23, 2024•17 min
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? Sponsors: Nutrafol.com/men and promocode RIDEHOME Links: Nvidia posts revenue up 265% on booming AI business (CNBC) Stable Diffusion 3.0 debuts new dif...
Feb 22, 2024•18 min
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. Links: Signal Finally Rolls Out Usernames, So You Can Keep Your Phone Number Private (Wired) Apple is hardening iMessage encryption now to protect it from a threat that doesn't exist yet (Apple Insider) Apple’s iMessa...
Feb 21, 2024•16 min
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. Links: FBI Seizes LockBit Hacking Websites in Ransomware Disruption (Bloomberg) Wyze outage led to the cameras of 13,000 customers being shown to other users (9to5Google) Reddit Signs AI Content...
Feb 20, 2024•17 min
An interview with Bluesky CEO Jay Graber about the future of social media. Sponsors: FactorMeals.com/ride50 and code ride50 for 50% off Learn more about your ad choices. Visit megaphone.fm/adchoices
Feb 19, 2024•35 min
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. Links: OpenAI introduces Sora, its text-to-video AI model (The Verge) OpenAI’s Sora Turns AI Prompts Into Photorealistic Videos (Wired) OpenAI’s newest model Sora can generate videos — and they...
Feb 16, 2024•17 min
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. Links: Gemini 1.5 is Google’s next-gen AI model — and it’s already almost ready (The Verge) Google’s new Gemini model can analyze an hour-long video — but few people can use it (TechCrunch) Ba...
Feb 15, 2024•18 min
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. Links: After trying the Vision Pro, Mark Zuckerberg says Quest 3 ‘is the better product, period’ (The Verge) Walmart in Talks to Buy T...
Feb 14, 2024•17 min
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. Sponsors: ArcticWolf.com/techmeme Shopify.com/ride Links: In battle with X, Threads gets trending topics where politics will be allowed (TechCrunch) Apple iMessage, Microsoft Bing Dodge EU’s Big Tech Crackdown (Bloom...
Feb 13, 2024•17 min
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? Sponsors: ArcticWolf.com/techmeme Links: A crowd destroyed a driverless Waymo car in San Francisco (The Verge) Google One hits 100 million subscribers (The Verge) Google’s Gemini assistant is a fantastic and fr...
Feb 12, 2024•15 min
