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Techmeme Ride Home

Ride Home Mediawww.ridehome.info

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.

Episodes

Mon. 04/07 – Will Tech Raise Prices Cause Of Tariffs?

This episode discusses the extension of TikTok's operations in the US, Meta's release of new Llama AI models, and the rise of the AI coding assistant Cursor. It also covers the potential impact of tariffs on the tech industry, based on insights from tech executives regarding whether they plan to absorb the costs or pass them on to consumers. Additionally, the podcast features advertisements for Robinhood Gold and Qualia Senolytic.

Apr 07, 202517 min

(BNS) The Legality Of The AI Stuff

Is what happened with the Studio Ghibli ChatGPT image generation stuff even legal? I spoke with AI lawyer Rob Rosenberg, former general counsel at Showtime Networks and founder and principal of Telluride Legal Strategies about it, and what he told me was very interesting. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info ....

Apr 05, 202531 min

Thu. 04/03 – How Tariffs Might Impact Tech

This episode delves into the potential impact of new tariffs on the tech industry, particularly focusing on Apple's exposure. It also covers a possible restructuring of TikTok, funding for AI video startup Runway, Google's AI chip needs and partnership with CoreWeave, Amazon's upcoming Project Kuiper satellite launch, and Nintendo's strategy to combat scalpers for the Switch 2.

Apr 03, 202517 min

Wed. 04/02 – The Nintendo Switch 2

This episode covers Amazon's potential acquisition of TikTok, the Nintendo Switch 2 reveal, and the impact of AI crawlers on Wikimedia's costs. It also discusses North Korean IT workers fraudulently securing remote jobs, Meta's development of advanced smart glasses, Circle's IPO filing, and an update on CoreWeave's stock performance after its IPO.

Apr 02, 202517 min

Tue. 04/01 – OpenAI Closes The Biggest Private Tech Round Ever

Masa Son came through for OpenAI, to the tune of a $40 billion dollar round at a $300 billion-dollar post-money valuation. Sam Altman says OpenAI is going back to open weights. A new encryption model for Gmail. A new movie strategy for Amazon. And why the Switch 2 represents a new revenue strategy for Nintendo. Sponsors: FreshBooks.com Links: OpenAI closes $40 billion funding round, largest private tech deal on record  (CNBC) OpenAI Finalizes $40 Billion Funding at $300 Billion Value  ...

Apr 01, 202516 min

Mon. 03/31 – xAI Acquires X

This episode covers Elon Musk's XAI acquiring X, Amazon's new AI agent Nova Act, and tensions between Apple and SpaceX. It also discusses Apple's health app revamp with AI and Ethereum's struggle to maintain relevance in the crypto market. The episode concludes with a brief discussion about the negative reception of the upcoming Minecraft movie among fifth-graders.

Mar 31, 202517 min

(Essay) Silicon Valley's "Sovereign Tech Stack" Problem

This episode discusses the potential breakdown of Silicon Valley's long-held dominance in the global tech industry. It explores how factors like geopolitical tensions, the rise of local tech ecosystems, and concerns over data sovereignty could erode Silicon Valley's monopoly, leading to a more fragmented tech landscape. The episode also touches on the implications for investors and the need for Silicon Valley to adapt to this changing reality.

Mar 29, 202513 min

Fri. 03/28 – CoreWeave’s Weak IPO

Move big moves in the gaming space. But we need to talk about that CoreWeave IPO. It. Didn’t. Go. Well. Facebook has a shocking idea: what if you could see what your friends were up to? Anthropic says it’s getting close to understanding how LLM’s actually work. And, of course, the Weekend Longreads Suggestions. Sponsors: LinkedIn.com/ride Links: ‘Assassin’s Creed’ Maker Ubisoft Jumps After Games Carve Out  (Bloomberg) CoreWeave prices IPO at $40 a share, below expected range  (CNBC) Co...

Mar 28, 202519 min

Thu. 03/27 – AI Studio Ghibli

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, 202516 min

Wed. 03/26 – The Day Of AI Announces

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, 202517 min

Tue. 03/25 – Napster Lives! Again!

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 &nbsp...

Mar 25, 202518 min

Mon. 03/24 – 23andMe Enters The Deadpool

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, 202517 min

Fri. 03/21 – A Look At LibGen

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, 202517 min

Thu. 03/20 – Is Apple In Its “Vista” Era?

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, 202516 min

Wed. 03/19 – Nvidia Wants To Change All Of Computing

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, 202517 min

Tue. 03/18 – The Big M&A Test I Was Waiting For

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, 202516 min

Mon. 03/17 – Europe Wants To Ween Itself Off Silicon Valley

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.

Mar 17, 202517 min

Fri. 03/14 – E2EE For All!

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, 202517 min

Thu. 03/13 – Intel’s New Boss

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, 202515 min

Wed. 03/12 – Roomba Might Not Be Able To Clean Up This Mess

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, 202516 min

Tue. 03/11 – Biggest Changes To iOS Since 2013

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.

Mar 11, 202516 min

Mon. 03/10 – Is Manus “DeepSeek” 2.0?

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.

Mar 10, 202518 min

(Omnibus) Week Of 03/03/2025

(Omnibus) Week Of 03/03/2025 Subscribe to get this every week AD-FREE at tech.supercast.tech See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info ....

Mar 08, 20251 hr 18 min

Fri. 03/07 – “AI Wrappers” No Longer A Pejorative

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, 202517 min

Thu. 03/06 – Tech IPO Spring?

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, 202518 min

Wed. 03/05 – Digg Is Back!

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.

Mar 05, 202516 min

Tue. 03/04 – The First IPO Of The AI Era

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.

Mar 04, 202517 min

Mon. 03/03 – A National Crypto Reserve?

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.

Mar 03, 202515 min