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SoftBank acquires a chip making startup. Nvidia says it hasn’t been approached to help save Intel. OpenAI announces another expensive AI tier. Apple TV+ is losing more than a billion dollars a year. And do Apple’s recent stumbles indicate their where Microsoft was in the Windows Vista era? Sponsors: Incogni.com/ridehome and code ridehome Links: SoftBank Seals $6.5 Billion Deal for Chip Designer Ampere (Bloomberg) Nvidia CEO says company has not been asked to buy a stake in Intel (Reuters) Nvidia...
The EU Commission has brought the hammer down on Apple and Google at the same time. All the big news from Nvidia’s big event yesterday. More details on that Google/Wiz deal. Two new Pebble smartwatches and Google’s new entry-level Pixel… that you can’t preorder yet. Sponsors: MackWeldon.com and promocode BRIAN Links: EU sends Apple first DMA interoperability instructions for apps and connected devices (TechCrunch) Google Search charged with breaking EU antitrust rules (The Verge) Nvidia announce...
We get that first big test of M&A I was looking for as Alphabet acquires Wiz. Is Roku going to force us to watch ads just to turn on our TVs? The AI coding assistant space continues to be hot. The breakthrough in electric vehicle charging that could really change the game. And what exactly does Lumon Industries do? Sponsors: Robinhood.com/gold Links: Google Strikes $32 Billion Deal for Cybersecurity Startup Wiz (WSJ) “Awful”: Roku tests autoplaying ads loading before the home screen (Ars Tec...
This episode covers Europe's effort to reduce reliance on US big tech, a lawsuit between HR startups Rippling and Deel, Klarna's partnership with Walmart, and the potential CoreWeave IPO as a sign for the AI market. It also discusses Apple's upcoming iPhone 17 Air and its design changes, including the possibility of a port-free future. The episode includes sponsors: Qualia and MitoPure.
The new RCS messaging standard makes encryption universal, and even Apple is getting on the bandwagon. OpenAI calls for a US ban of DeepSeek. Is Apple about to turn your AirPods into the Universal Translator from Star Trek? And, of course, The Weekend Longreads Suggestions. Sponsors: FactorMeals.com/factorpodcast and code FACTORPODCAST Links: Apple will soon support encrypted RCS messaging with Android users (The Verge) OpenAI calls DeepSeek ‘state-controlled,’ calls for bans on ‘PRC-produced’ m...
Intel has a new boss and they seem to want to double down on the Foundry strategy. Meta is testing community notes. Sonos is abandoning its big streaming video hardware project. Is Adobe falling behind in AI? Is Oracle the leader to take over TikTok US? And why is John Gruber so mad at Apple? Sponsors: Shopify.com/ride Links: Intel appoints chip industry veteran Lip-Bu Tan as CEO (Reuters) Intel CEO Signals That He’ll Stick With Contentious Foundry Plan (Bloomberg) Meta unveils new community not...
Niantic officially sells to that Saudi-owned game developer. iRobot says it might not be alive in about 12 months time. Sam Altman believes he has an AI that can write believable fiction. Is the cavalry coming to save Intel? And why can’t we create a true AI Einstein in a data center? Sponsors: Acorns.com/ride Links: Pokémon Go developer Niantic to sell gaming business to Saudi group (The Verge) Saudi-owned Scopely buys Pokémon Go in $3.5bn gaming deal (FT) One-Time Amazon Takeover Target iRobot...
This episode covers Apple's iOS 19 revamp, Meta's AI chip development, and competition in AI inference. It also discusses Sony's AI PlayStation prototype, data privacy with Incogni, 1Password security, inaccuracies in AI search, the smartwatch market decline, and reviews the new Mac Studio. The episode highlights shifts in AI computing and new product performance.
This episode covers a range of tech topics, starting with a discussion of Manus, a new AI agent from China, and whether it lives up to the hype. It also discusses a security vulnerability in ESP32 microchips, ServiceNow's acquisition of Moveworks, the rush to stablecoins, and Apple's AI challenges delaying product launches. The show concludes with a review of the Glengarry Glen Ross revival.
(Omnibus) Week Of 03/03/2025 Subscribe to get this every week AD-FREE at tech.supercast.tech Learn more about your ad choices. Visit megaphone.fm/adchoices
Will Apple have to allow side loading in Brazil? The US Strategic Crypto Reserve becomes a reality. Larry Page has a new startup. The concept of a startup being nothing more than an “AI Wrapper” is no longer a pejorative. And, of course, the Weekend Longreads Suggestions. Sponsors: Tonal.com Promocode RIDE for $200 off Links: Brazilian court gives Apple 90 days to allow sideloading on iOS (9to5Mac) Donald Trump signs executive order for Strategic Bitcoin Reserve (CoinTelegraph) Drone Defense Sta...
More signs the tech IPO logjam is breaking. Another cheap new AI model from China. Would you pay 20 THOUSAND dollars a month to use an OpenAI agent? The umpteenth foldable iPhone rumor, though this time with dates. And let me introduce you to YouTube Premium Lite. Sponsors: LinkedIn.com/ride Links: Klarna to File for $1 Billion-Plus IPO as Soon as Next Week (Bloomberg) Discord in Early Talks With Bankers for Potential I.P.O. (NYTimes) Alibaba’s new open source model QwQ-32B matches DeepSeek-R1 w...
This episode covers a range of tech news, starting with Elon Musk's lawsuit against OpenAI and Trump's opposition to the CHIPS Act. It discusses Apple's new Mac releases, the return of Dig as a Reddit competitor, and the SEC closing its investigation into Yuga Labs. The episode also explores Google's attempt to prevent a breakup and Sesame AI's impressive realistic speech model.
This episode covers the AI landscape with Coreweave's IPO and Anthropic's funding, plus Apple's iPad updates. It also highlights Waymo's Uber partnership in Austin, Nothing's AI-powered phones, and the surprising continued use of Kinect technology in various fields like ghost hunting.
This episode covers Trump's proposed national crypto reserve and TSMC's major investment in US chip manufacturing. Google's Gemini updates and Sergey Brin's call for more in-office work to achieve AGI are discussed. Finally, the episode dives into Ramp's valuation increase thanks to AI and Apple's struggles in the AI race with Siri.
This episode of Techmeme Ride Home covers several tech stories including OpenAI's release of GPT-4.5, Microsoft's decision to shut down Skype, and Meta's plans for a standalone AI app. It also discusses the SEC's stance on meme coins, the shift of illicit crypto transactions towards stablecoins, and the New York City subway's use of Google Pixel phones for track defect detection.
Nvidia’s first earnings are out after the whole DeepSeek thing. Do they seem nervous or no? A pretty big price cut for the PlayStation VR2. Huge outflows from bitcoin ETFs. Can insecure code somehow make AI homicidal? And is the iPhone 16e worth your money? Links: Nvidia sales grow 78% on AI demand, company gives strong guidance (CNBC) Sony drops PlayStation VR 2 price to $399 (The Verge) Bitcoin ETFs Are Hit by a Record $1 Billion Outflow in One Day (Bloomberg) FAA targeting Verizon contract in...
This episode covers Amazon's new AI-powered Alexa Plus and its capabilities, DeepSeek's accelerated release of a new AI model to compete globally, and Meta's ambitious plans for a $200 billion AI data center. It also discusses a major crypto heist targeting cold wallets and the Steam Deck's dominance in the handheld gaming market.
This episode discusses Anthropic's new Claude 3.7 Sonnet AI model and its $3.5 billion funding round. It also covers Microsoft's potential ad-supported Office, scrutiny of Apple's spending plans, journalists working for AI companies, and the rise of 'tiny teams' in Silicon Valley startups leveraging AI for efficiency.
This episode covers Apple's large US investment, including plans for new jobs and facilities, and the introduction of their in-house modem chip. It also discusses Google's move away from SMS authentication, a major crypto theft from Bybit, Microsoft's data center lease cancellations, and the use of AI for student mental health support in schools.
Celebrating 2000 episodes, Brian McCullough and Chris Messina delve into the evolution of tech, discussing AI's impact on jobs, the changing landscape of venture capital, and Silicon Valley's growing influence on global power dynamics. They explore the commoditization of AI models, the future of augmented reality, and the challenges of governing innovative technologies. They also reflect on the podcast's journey and their observations of the tech industry's shift from underdog to dominant force.
Microsoft is claiming a historical quantum breakthrough with its first quantum processor, the Majorana 1. Google is going all in on the Gemini brand. The world’s thinnest foldable phone. Rabbit releases a demo it probably should have led with. And James Bond now works for Amazon. Sponsors: Freshbooks.com/pricing-offer Take your personal data back with Incogni! Use code RIDEHOME at the link below and get 60% off an annual plan: Incogni.com/ridehome Links: Microsoft announces quantum computing bre...
Apple has announced the new iPhone 16e. I’ve got all the details for you. The Humane AI Pin is definitively dead, and HP is acquiring the ashes. Yet ANOTHER potentially big new AI player. And why some Bytedance investors kind of don’t care if TikTok US gets split off. In fact, they might even prefer it. Links: Apple launches new iPhone 16e: Here’s everything you need to know (9to5Mac) All of Humane's AI pins will stop working in 10 days (Engadget) ‘Pokémon Go’ Maker Nears $3.5 Billion Deal to Se...
xAI and Elon Musk have launched Grok-3, their cutting-edge AI model. Is it really a step forward? It’s really the cutting-edge? Andrej Karpathy is gonna tell us. The first tri-foldable phone is here. Is there a new huge AI player? And how Apple’s move to manufacture in India is going. Sponsors: MackWeldon.com Promocode: BRIAN Links: Elon Musk’s xAI releases its latest flagship model, Grok 3 (TechCrunch) Impressions of Grok-3 (@karpathy) Huawei’s trifold phone launches outside of China (The Verge...
The vultures are circling Intel, if that’s not too aggressive an analogy. OpenAI’s board officially rejects Elon’s bid. Zelle is quietly the biggest player in P2P payments. Everybody wants to go after robotics as the next big thing. And why over a thousand tech unicorns are in trouble. Sponsors: QualiaLife.com/ride and code RIDE at checkout Links: TSMC Considers Running Intel’s US Factories After Trump Team Request (Bloomberg) Broadcom, TSMC Weigh Possible Intel Deals That Would Split Storied Ch...
TikTok is back in the app stores. But the biggest news is that Arm is going to make its own chips, thereby upending how the entire semiconductor industry has been constituted. Why Reddit has been killing it lately. And in the Weekend Longreads Suggestions, what if TikTok, but for Wikipedia? Sponsors: Tonal.com promocode RIDE for $200 off Links: Apple, Google Restore TikTok App After Assurances From Trump (Bloomberg) Arm to launch its own chip in move that could upend semiconductor industry (Fina...
We maybe have a roadmap for GPT-5, but also, is it not really GPT-5 just a renaming of what they already have in the pipeline? It’s kind of weird. Elon gives his conditions for dropping his takeover bid. Utility companies say the AI hype is real, but what if, in the end, the end users don’t actually show up? Sponsors: Shopify.com/ride Links: OpenAI postpones its o3 AI model in favor of a ‘unified’ next-gen release (TechCrunch) Elon Musk will withdraw bid for OpenAI’s nonprofit if its board agree...
The first big AI legal ruling has come down, and it might not be good news for AI startups. Apple launches its biggest health study yet. This one weird trick that tech companies are using to make their AI spending seem not so expensive. And Matt Levine on the whole Elon buying OpenAI thing. Sponsors: Kinsta.com/brian FactorMeals.com/ride50off Links: Thomson Reuters Wins First Major AI Copyright Case in the US (Wired) Apple Plans to Learn More About Your Holistic Health With Its New Apple Health ...
Elon makes an unsolicited bid to buy OpenAI, or at least the non-profit that controls it, and maybe he doesn’t really want to own it, it’s complicated. I’ll explain. YouTube continues to be the biggest thing in media. Forget smartwatches, get ready for smart earbuds. And the crazy cheap Chinese EVs can now do crazy cheap self-driving too! Sponsors: 1Password.com/ride Links: Elon Musk-Led Group Makes $97.4 Billion Bid for Control of OpenAI (WSJ) Exclusive: OpenAI is not for sale, CEO Sam Altman s...
According to the Super Bowl ad I saw last night, anyone can use Starlink on their phone soon, not just T-Mobile users. Was this the Super Bowl of crypto-betting? Are we seeing the first signs that AI is stealing jobs from tech workers? And a behind the scenes tale of how Sam Altman outflanked Elon Musk. Sponsors: Timeline.com/ride Links: T-Mobile to Charge $15 Per Month for Starlink Satellite Texting Feature (Bloomberg) Polymarket Bettors Punt $1.1B on Superbowl Results, Despite Regulatory Overh...
