Everyone is using that new ChatGPT image generator to make Miyazaki memes. Google is taking Android development private. Are we seeing signs of an AI datacenter pullback? Now even you can do extra gig work for Instacart. And quantum computers seem to have cracked truly random random number generators. Sponsors: Get the right life insurance for YOU, for LESS, at SELECTQUOTE.COM/RIDE Shopify.com/ride Links: OpenAI’s viral Studio Ghibli moment highlights AI copyright concerns (TechCrunc...
Mar 27, 2025•16 min•Transcript available on Metacast It’s all AI today basically. New Gemini “thinking” models. New “deep reasoning” agents for Copilot. But the really big news is the new image generator from OpenAI. Fidelity wants to get in the stablecoin business. And if Europe wants to create its own Starlink, it’s got some serious hurdles to overcome. Links: OpenAI rolls out image generation powered by GPT-4o to ChatGPT (The Verge) Gemini 2.5 Pro is Google’s ‘most intelligent AI model’ with thinking built-in (9to5Google) Microsoft ...
Mar 26, 2025•17 min•Transcript available on Metacast Looks like the EU is bringing down the hammer on Meta. Waymo’s next city is Washington DC. Napster continues to live! And it has a new owner! Maybe domestic chip production can be cost competitive? And what happens if Europe decouples from Silicon Valley? Sponsors: Tonal.com promocode RIDE for $200 off Links: European Union to slap Meta with fine up to $1B or more for breaching strict antitrust rules: sources (NYPost) EToro Files for IPO Showing Commissions Jumped 46% Last Year  ...
Mar 25, 2025•18 min•Transcript available on Metacast 23andMe files for Chapter 11 bankruptcy. Are mergers and acquisitions officially back on the menu of Silicon Valley? Are cameras coming to the Apple Watch? Devs, does your AI experience line up with your peers? And how Broadway is using AI live translation to reach new audiences. Sponsors: Timeline.com/ride Links: DNA Tester 23andMe Files Bankruptcy to Sell Firm, CEO Quits (Bloomberg) Big Startup Deals Soar to $55 Billion, Passing Quarterly Record (Bloomberg) Ticket reseller StubHub ...
Mar 24, 2025•17 min•Transcript available on Metacast That whole thing with Meta allegedly scraping all the world’s books using LibGen is back in the news. Cloudflare is fighting AI scraping with AI slop. A super interesting executive shakeup at Apple. And, of course, the Weekend Longreads Suggestions. Sponsors: FreshBooks.com Links: The Unbelievable Scale of AI’s Pirated-Books Problem (The Atlantic) Cloudflare builds an AI to lead AI scraper bots into a horrible maze of junk content (The Register) Apple Shuffles AI Executive Ranks in B...
Mar 21, 2025•17 min•Transcript available on Metacast 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 &nbs...
Mar 20, 2025•16 min•Transcript available on Metacast 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 Verg...
Mar 19, 2025•17 min•Transcript available on Metacast 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 &n...
Mar 18, 2025•16 min•Transcript available on Metacast Europe wants to ween itself off of foreign big tech. Could this be the sign of a future rift with Silicon Valley? The weird case of Rippling versus Deel. Klarna lands a big fish. What the Coreweave IPO could mean for tech. And how the new iPhone Air signals a big hardware design change at Apple. Sponsors: QualiaLife.com/ride and promocode RIDE Links: European tech industry coalition calls for ‘radical action’ on digital sovereignty — starting with buying local (TechCrunch) Accusation...
Mar 17, 2025•17 min•Transcript available on Metacast 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...
Mar 14, 2025•17 min•Transcript available on Metacast 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 c...
Mar 13, 2025•15 min•Transcript available on Metacast 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 T...
Mar 12, 2025•16 min•Transcript available on Metacast Are we about to get the biggest overhaul of iOS since 2013? Is inference the way that everybody is going to eat Nvidia’s lunch? Exactly how much to AI search engines get it wrong? Why is the global smartwatch market shrinking? And apparently the new Mac Studios are the thing you want to get, if you can afford it! Sponsors: Take your personal data back with Incogni! Use code RIDEHOME at the link below and get 60% off an annual plan: http://incogni.com/ridehome 1password.com/ride Links: Appl...
Mar 11, 2025•16 min•Transcript available on Metacast Well, do we have another DeepSeek moment on our hands? I tell you about Manus, which had some people losing their minds over the weekend. Now do we have the first signs of the AI M&A I’ve been looking for? Absolutely everybody wants to get in on the Stablecoin business. And the AI crisis at Apple delayed a product we might have seen this month. Sponsors: Kinsta.com/brian Timeline.com/ride Links: China’s Autonomous Agent, Manus, Changes Everything (Forbes) Manus probably isn’t China’s s...
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Mar 08, 2025•1 hr 18 min•Transcript available on Metacast 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)...
Mar 07, 2025•17 min•Transcript available on Metacast 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 D...
Mar 06, 2025•18 min•Transcript available on Metacast Elon can’t stop OpenAI, but the case will go on. Trump wants to stop the Chips Act immediately. Apple released more new Macs today. If you can believe it, Digg is back! They’re coming for Reddit! And the AI chatbot that might have passed the uncanny valley when it comes to AI generated speech. Sponsors: Oracle.com/techmeme Links: Musk’s Fight With OpenAI Set for Expedited Trial This Year (Bloomberg) Trump Calls for End to $52 Billion Chips Act Subsidy Program (Bloomberg) Apple launch...
Mar 05, 2025•16 min•Transcript available on Metacast We have our first official IPO of the AI Era coming. Anthropic has a big new round. New iPads from Apple. New phones from Nothing. Waymo rolls out in Austin, Texas. And how the Kinnect technology lives on, as a tool for Ghostbusters. Sponsors: FreshBooks.com IQBar : Text TECHMEME to 64000 Links: AI cloud provider CoreWeave files for IPO (CNBC) Anthropic Finalizes Megaround at $61.5 Billion Valuation (Bloomberg) Apple launches a new M3-powered iPad Air (The Verge) Waymo is now a...
Mar 04, 2025•17 min•Transcript available on Metacast Maybe we really will be getting that national crypto reserve after all. TSMC doubles down on manufacturing in the US. Return to the office is one thing, but Sergey Brin things RTO could lead to AGI, at least at Google. And Mark Gurman says there is an AI crisis inside Apple. Sponsors: Take your personal data back with Incogni! Use code RIDEHOME at the link below and get 60% off an annual plan: http://incogni.com/ridehome QualiaLife.com/ride Links: Donald Trump Names Components Of Crypto Re...
Mar 03, 2025•15 min•Transcript available on Metacast OpenAI has launched GPT-4.5, but they want you to know, this is not a frontier model, it’s a stepping stone. Skype enters the Deadpool. Memecoins are ok by the SEC. Most criminality in crypto is now done with stablecoins. And in the Weekend Longreads Suggestions, how the MTA is using Pixel phones to do subway maintenance. Links: OpenAI announces GPT-4.5, warns it’s not a frontier AI model (The Verge) OpenAI CEO Sam Altman says the company is ‘out of GPUs’ (TechCrunch) Microsoft hangs...
Feb 28, 2025•16 min•Transcript available on Metacast 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 V...
Feb 27, 2025•16 min•Transcript available on Metacast Amazon finally updated Alexa with generative AI. It’s called Alexa+ and it can do plenty of neat things, but unless you’re a Prime subscriber, it’s gonna cost ya. DeepSeek is rushing its next AI model to press its momentum. Zuck wants to build a $200B AI datacenter. And how the SteamDeck has created a whole new category in gaming. Sponsors: shopify.com/ride Links: Amazon announces AI-powered Alexa Plus (The Verge) Amazon unveils a new and improved Alexa, Alexa+ (TechCrunch) DeepSeek ...
Feb 26, 2025•15 min•Transcript available on Metacast Anthropic releases its latest cutting-edge model, Claude 3.7 Sonnet. Would you tolerate ads inside your Excel spreadsheet if you could use Excel for free? Why some journalists are joining AI companies. And let me introduce you to “tiny teams” the new startup meme in Silicon Valley. Links: Anthropic launches a new AI model that ‘thinks’ as long as you want (TechCrunch) AI Startup Anthropic Finalizing $3.5 Billion Funding Round (WSJ) Microsoft Quietly Launched a Free Ad-Supported Offic...
Feb 25, 2025•16 min•Transcript available on Metacast Apple makes a huge investment in US manufacturing and hiring. Are SMS messages as 2-factor authentication on the way out? The biggest crypto theft of all time happened over the last few days. And why some school districts are turning to AI counseling for students. Sponsors: RobinHood.com/gold Links: Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs (Bloomberg) Apple Abandons Budget Smartphone Market With the iPhone 16e (Bloomberg) Google Confirms Gmail To Ditch SMS Code Au...
Feb 24, 2025•15 min•Transcript available on Metacast Well, kinda... But we do talk about how the show started, get a bit into the process of what I do every day. But mostly we get deep into where AI is going, my fears for silicon valley if the M&A activity doesn't pick up, why I got into investing, what it means if Silicon Valley is bigger than the government (maybe?) what it's like when that weird dude you talk to at a tech meetup becomes a billionaire, and why this is still the greatest job I've ever had. Thank you all for listening. Here's ...
Feb 21, 2025•2 hr 43 min•Transcript available on Metacast 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 computi...
Feb 20, 2025•17 min•Transcript available on Metacast 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 Billio...
Feb 19, 2025•17 min•Transcript available on Metacast 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 o...
Feb 18, 2025•17 min•Transcript available on Metacast 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 Spli...
Feb 17, 2025•17 min•Transcript available on Metacast 
