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Techmeme Ride Home

Brian McCulloughwww.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

Thu. 02/22 – Nvidia’s Earnings Are Epic

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 de...

Feb 22, 202417 min

Wed. 02/21 – Apple Has Quantum Encrypted iMessage

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) Ap...

Feb 21, 202416 min

Tue. 02/20 – LockBit Ransomware Gang Taken Down

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 Sign...

Feb 20, 202417 min

(Bonus) BlueSky CEO Jay Graber

An interview with Bluesky CEO Jay Graber about the future of social media. Sponsors: FactorMeals.com/ride50  and code ride50 for 50% off See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info ....

Feb 19, 202434 min

Fri. 02/16 – Sora Brings Text To Video AI To Life

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 video...

Feb 16, 202416 min

Thu. 02/15 – We Already Have Gemini 1.5!

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  (Te...

Feb 15, 202418 min

Wed. 02/14 – Zuck Has His Own Social Media Post About The Vision Pro

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...

Feb 14, 202416 min

Tue. 02/13 – Why Microsoft’s Xbox Strategy Shift Is A Big Deal

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 ...

Feb 13, 202417 min

Mon. 02/12 – Luddite Riots?

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 fant...

Feb 12, 202414 min

Fri. 02/09 – Sam Altman Wants To Raise $5 Trillion Dollars. With a T.

Sam Altman wants to raise more money for his chip ambitions than the entire semiconductor industry. The Feds might put the breaks on Microsoft’s acquisition of Activision… again. Is Ring raising its subscription doorbell prices too much? And, of course, the weekend longreads suggestions. Sponsors: Robinhood.com/boost Links: Sam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AI  (WSJ) Exclusive: Nvidia chases $30 billion custom chip market with new unit -sources  (Re...

Feb 09, 202417 min

Thu. 02/08 – Google Releases Gemini Ultra 1.0

Google has released Gemini Ultra 1.0, renamed Bard as Gemini and looks to be replacing Google Assistant with Gemini. Disney has invested in a big stake of Epic Games to get at Fortnite IP. Leaked images of the Pixel Fold 2. And what if OpenAI is facing the same strategic dilemma that Mark Zuckerberg was never able to overcome? Sponsors: Robinhood.com/boost Links: Google’s AI now goes by a new name: Gemini  (The Verge) Google Assistant Just Got Supercharged With AI. It Might Be the Biggest U...

Feb 08, 202416 min

Wed. 02/07 – AI Watermarks And New Apple AI Models

OpenAI is adding watermarks to Dall-E 3 images. A new AI model from Apple. A new open source model that is king of the LLM hill. More rumors of a foldable iPhone. A new streaming service that will be like Hulu but for sports. And the specific words and phrases that will get your college application essay flagged as being AI-generated. Sponsors: TryFum.com/ride to save 10% off the Journey Pack today. Links: OpenAI is adding new watermarks to DALL-E 3  (The Verge) Apple Develops a Foldable Cl...

Feb 07, 202415 min

Tue. 02/06 – Don’t Forget Your Vision Pro Password!

Don’t forget your Vision Pro password, or else you’re going to have to return it to the Apple Store to use it again. Why are the gaming platforms willing to play nice all of the sudden? The AI that can spit out fake IDs in seconds. Does Google owe you yet more money? And more signs the tech recession is over. Sponsors: Miro.com/podcast Hims.com/ride Links: Forgot Your Apple Vision Pro’s Passcode? You May Have to Take It Back to Store  (Bloomberg) YouTube says a Vision Pro app is ‘on the roa...

Feb 06, 202415 min

Mon. 02/05 – The Most Shocking Deepfake Scam Of The AI Era

Let me tell you the story of the most shocking AI deepfake scam we’ve heard yet, because it’s a warning to all of us going forward. An Apple Vision Pro teardown explains why EyeSight looks so blurry. Another sign that Google is losing interest in the web. And an interesting peek behind the curtain revealing the economics and motivation of tech media. Sponsors: ShipStation.com/ride  code: ride Links: Finance worker pays out $25 million after video call with deepfake ‘chief financial officer’...

Feb 05, 202416 min

(Bonus) a16z's Chris Dixon On His New Book And Web3

Our friend Chris Dixon is back to talk about his new book: Read Write Own ! How Web3 and the blockchain can save the web as we know it! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info ....

Feb 03, 202433 min

Fri. 02/02 – Facebook’s Golden Age Is Now

A run down of some interesting details from Tech’s big earnings day yesterday. Rufus is Amazon’s AI-powered shopping assistant. The Browser Company continues to be the catalyst for me thinking about how AI is going to change the web. And, of course, the Weekend Longreads Suggestions. Sponsors: Nutrafol.com/men  code: RIDEHOME Links: Amazon debuts ‘Rufus,’ an AI shopping assistant in its mobile app  (TechCrunch) Cloudflare hacked using auth tokens stolen in Okta attack  (BleepingCo...

Feb 02, 202417 min

Thu. 02/01 – A Tech Regulation Tipping Point?

Why I think yesterday’s Congressional hearings might actually be a tipping point for tech regulation. What would a Kids Online Safety Act actually mean? More proof of YouTube’s dominance. Celsius and FTX customers are about to get some money back. And Google’s new text to image AI processor. Sponsors: Kolide.com/ride Links: Microsoft, X throw their weight behind KOSA, the controversial kids online safety bill  (TechCrunch) Americans’ Social Media Use  (Pew Research Center) Celsius to D...

Feb 01, 202416 min

Wed. 01/31 – Tech Execs Back Before Congress

The tech execs have been called before Congress once again. Universal Music Group pulls its songs from TikTok. Is 23andMe in danger of going out of business? Figure is an AI robotics company that Microsoft and OpenAI might be about to invest in. And say hello to the Chief AI Officer job title. Sponsors: Kolide.com/ride Links: Social media chiefs on defensive at US online child protection hearing  (FT) TikTok CEO Pledges $2 Billion to Protect 170 Million US Users  (Bloomberg) Child Safe...

Jan 31, 202417 min

Tue. 01/30 – The Vision Pro Reviews Are Here

Elon Musk says Neuralink implanted its device into a human for the first time. You can search for Taylor Swift X again, but was a Microsoft tool to blame for the deepfakes? Better AI coding from Meta. And I read all the Apple Vision Pro reviews so you don’t have to. Sponsors: Notion.com/ride Links: Elon Musk’s Neuralink implants brain tech in human patient for the first time  (CNBC) Microsoft Closes Loophole That Created AI Porn of Taylor Swift  (404 Media) Meta releases ‘Code Llama 70...

Jan 30, 202418 min

Mon. 01/29 – Is Arc Search The Future Of Search I Was Talking About?

Amazon calls off its iRobot acquisition. Is Arc Search the future of search we were talking to Baratunde about this weekend? Why you can’t search for Taylor Swift on X at the moment. How many ads will be in streaming? And who is quietly killing it in subscription gaming? The answer may surprise you. Links: Amazon Drops $1.4 Billion iRobot Deal; Vacuum Maker Cuts Jobs  (Bloomberg) Arc Search combines browser, search engine, and AI into something new and different  (The Verge) Arc’s new ...

Jan 29, 202415 min

(Bonus) Baratunde Thurston On The Apple Vision Pro

The great Baratunde Thurston join Chris and Brian to talk about his hour-long in-person demo with the Apple Vision Pro. In the second half, we discuss the idea of whether or not Google Search (and maybe the web) is doomed in the era of AI. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info ....

Jan 27, 20241 hr 1 min

Fri. 01/26 – CRACK! The App Store Opens Up. Or Does It?

Apple has announced major changes to the App Store. In the EU, alternative app marketplaces, but does the new Core Technology Fee mean it’s still a shell game? Also in Europe, alternative default browsers. And for everyone, game streaming apps are now permissible. Also, cheaper GPT from OpenAI. And is Cruise in trouble with the Feds? Links: iOS 17.4 Introduces Alternative App Marketplaces With No Commission in EU  (MacRumors) Apple will prompt users to set default browsers and allow third-p...

Jan 26, 202417 min

Thu. 01/25 – Will Nintendo Try To Shut Down Palworld?

As Palworld surpasses 8 million in sales, The Pokemon Company says it will “investigate and take appropriate measures” with regards to those IP infringement allegations. Layoffs at Activision Blizzard and Xbox. Google’s Lumiere is a text to video AI generator. And how the rising prices of streaming services are fueling a resurgence in piracy. Links: Inquiries Regarding Other Companies’ Games  (The Pokemon Company) Microsoft lays off 1,900 Activision Blizzard and Xbox employees  (The Ve...

Jan 25, 202416 min

Wed. 01/24 – Netflix’s Cheapest Ad-Free Plan Is Going Away

Netflix kicks off Tech Earnings Season, and suggests it’s taking it’s cheapest ad-free plan away. The one chart that shows why Netflix is winning the streaming wars. Spotify demos how it plans to break out of Apple’s App Store. Renders of the Pixel 9 have already leaked. Apple scales back its EV car plans. And an interesting raise to help you pay your rent. Sponsors: Notion.com/ride Links: Netflix is going to take away its cheapest ad-free plan  (The Verge) The secret to Netflix's total dom...

Jan 24, 202416 min

Tue. 01/23 – Netflix Buys Rights To Raw And WWE Shows

Netflix is getting into the live event business in a big way by buying the rights to WWE wrestling. We have the first political ad incident of the AI era. Who’s really doing all the buying on apps like Shein and Temu? OpenAI struggles to fend of an army of girlfriend bots. And let me introduce you to Palworld. Sponsors: Notion.com/ride TryFum.com/ride and code ride Links: Netflix Pays $5 Billion for ‘Raw’ in Bet on Live Events (Bloomberg) Fake Joe Biden robocall tells New Hampshire Democrats not...

Jan 23, 202416 min

Mon. 01/22 – How Many Vision Pros Did Apple Sell This Weekend?

Just what the title says. How many Vision Pros do we think Apple sold this weekend? And Mark Gurman has some ideas for why developers are so lukewarm on the product. Eleven Labs is an interesting raise. Sam Altman seems serious about making his own AI chips. And the breakthrough in VR from Disney Imagineers that would allow you to literally walk through the Metaverse. Sponsors: FactorMeals.com/ride50  and code ride50 for 50% off MindBloom.com/techmeme  and code techmeme for $100 off Li...

Jan 22, 202416 min

Fri. 01/19 – Vision Pro Pre-Order Begin With New Questions

Preorders for the Vision Pro begin, but huge new questions about partner support have arisen. Zuckerberg says he wants to open source AGI. You’re going to have to pay for those Galaxy AI features. Perplexity will power the rabbit r1. And, of course, the Weekend Longreads Suggestions. Sponsors: Nutrafol.com/men and promocode Ridehome Links: YouTube and Spotify Won’t Launch Apple Vision Pro Apps, Joining Netflix  (Bloomberg) A Survey of Popular Apps Currently Compatible With Apple Vision Pro ...

Jan 19, 202415 min

Thu. 01/18 – Google: The Layoffs Will Continue Until Strategy Improves

Google signals more layoffs are in the mail, but what’s interesting is what that says about Google specifically. Reddit is probably going to IPO in a few months. How did tying itself to ChatGPT work out for Bing? Why is Netflix not on the Vision Pro? And the fun parlor game that suggests AI spam is a human centipede situation. Sponsors: Robinhood.com/ride Notion.com/ride Links: Google CEO tells employees to expect more job cuts this year  (The Verge) YouTube is restructuring creator managem...

Jan 18, 202416 min

Wed. 01/17 – The Galaxy Unpacked Event. Galaxy AI Is Here.

All the headlines from the Galaxy Unpacked event earlier today. Apple revises its App Store rules but in a way that seems to a lot of people to be in “bad faith.” The big, and big-money talent war going on between Google and OpenAI. And Tesla and Uber are working together to make Uber completely emissions-free. Sponsors: ArcticWolf.com/techmeme Hims.com/ride Links: The Galaxy S24 Ultra is smarter, pricier, and just as big as ever (The Verge) Apple revises US App Store rules to let developers lin...

Jan 17, 202415 min

Tue. 01/16 – Apple Tops Global Smartphones Sales For The First Time Ever

The app that was supposed to be TikTok but for news is shutting down. Apple tops global smartphone sales for the first time ever. Microsoft debuts Copilot Pro. How the Apple Vision Pro demos are actually going to work. And about that weekend streaming NFL playoff game. Sponsors: Shopify.com/ride Ramp.com/techmeme Links: Instagram co-founders’ news aggregation startup Artifact to shut down  (TechCrunch) Apple Grabs the Top Spot in the Smartphone Market in 2023  (IDC) Bringing the full p...

Jan 16, 202416 min
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