Rumors that Apple already has an LLM framework and their own generative chatbot. Google is shopping an AI bot that can write news stories to various journalism outlets. Has GPT-4 actually gotten dumber of late? More streaming price raises. And it’s the last chance saloon for Microsoft’s AR headset for the US Military. Sponsors: BirdDogs.com/ride notion.com/ride Links: Apple Tests ‘Apple GPT,’ Develops Generative AI Tools to Catch OpenAI (Bloomberg) Google Tests A.I. Tool That Is Able to Wr...
Jul 20, 2023•16 min
Microsoft announced aggressive pricing for their AI products and got rewarded with an all-time high stock market valuation. More price aggression in the streaming wars. Meta released Llama 2. Google is asking for employees to voluntarily work on air gapped machines. And let me introduce you to the concept of “synthetic data” for LLMs. Links: Microsoft and Activision Blizzard extend merger agreement to October (The Verge) Microsoft will charge businesses $30 per user for its 365 AI Copilot ...
Jul 19, 2023•17 min
It’s been… two weeks. Let’s check in on how Threads is doing. Streaming players continue to raise prices. Microsoft still plans on fighting for its prize. Are the incumbents winning the AI race? And the interesting startup that wants to use light instead of electricity in computer chips. Sponsors: Notion.com/ride Links: The spam bots have now found Threads, as company announces its own ‘rate limits’ (TechCrunch) Five reasons Threads could still go the distance (Platformer) Peacock to...
Jul 18, 2023•17 min
Sony and Microsoft have made nice. Bitcoin ETFs continue to look like a possibility. How the Vision Pro is shaking up Apple’s org structure in a meaningful way for the first time since the Steve Jobs Era. And why Netflix’s recent turnaround have rekindled those perpetual rumors that Apple is gonna end up buying Disney some day. Sponsors: CalderaLab.com code RIDE for 20% off Hillsdale.edu/ride Links: Sony agrees to 10-year Call of Duty deal with Microsoft (The Verge) SEC accepts Black...
Jul 17, 2023•17 min
Elon has made good on his promise to share ad revenue with some big Tweeters. The fact that you can’t use Threads in Europe continues to be weird. Meta unveils a new AI image generator that they say is significantly smaller and better. Why AI is at the center of the Hollywood strike part eleven. And one choice Weekend Longreads Suggestion. Links: Twitter starts sharing ad revenue with verified creators (TechCrunch) Musk's Twitter sues four Texas entities for data scraping, seeks damages &n...
Jul 14, 2023•17 min
Elon has launched his own AI company with some pretty big names involved. The FTC will appeal! Roblox is coming to Zuckerberg’s metaverse. Meta does plan to commercialize LLaMA. And a cool new “do a napkin sketch and have AI turn it into an actual work of art” tool. Links: Musk Unveils xAI in New Bid to Rival Startup OpenAI (Bloomberg) FTC appeals its loss to Microsoft in Activision Blizzard case (The Verge) Ex-Celsius CEO Mashinsky Charged in Latest DOJ Crypto Case (Bloomberg)...
Jul 13, 2023•17 min
A big win for Microsoft leads critics of FTC chair Lina Khan to come out of the woodwork. Anthropic has released its Claude 2 chatbot. Say hello to the Nothing Phone (2). And while the market caps of the big players might have been boosted by AI, might the need for on premises AI lead to a unique opening for the likes of Dell and Hewlett Packard Enterprise? Links: Microsoft-Activision deal moves closer as judge denies FTC injunction request (CNBC) Microsoft and UK regulators agree to pause...
Jul 12, 2023•15 min
Could Massachusetts pass the first meaningful anti-tracking law in the country? With social media in transition, what’s the lane for someone like Tumblr? Instagram is going after Twitter, but is someone coming for Instagram at the exact same time? And the sad state of affairs for video game history. Sponsors: https://www.birddogs.com/RIDE SwissAmerica.com/ride Links: Selling Your Cellphone Location Data Might Soon Be Banned in U.S. for First Time (WSJ) Tumblr says it’s going to ‘fix’ its ‘...
Jul 11, 2023•16 min
Time to get worried about your Evernote files. Looks like Meta won’t have to leave the EU. OpenAI has a new product that people are raving about. More analysis of if AI can be useful to doctors. And I’ll tell you the one simple reason Threads has hit 100 million users so fast. The answer is right in front of us. Sponsors: startups.tech/techmeme ZocDoc.com/techmeme Links: Bay Area tech company Evernote lays off most staff, relocating to Europe (SFGate) EU Seals New Transatlantic Data-Transf...
Jul 10, 2023•17 min
It’s been my job for over a decade now to analyze the competitive landscape of the tech industry, and I’ve simply never seen anything like what Threads has achieved in less than 48 hours. Though, Elon is threatening to sue. Uber, DoorDash and GrubHub are suing NYC. Volkswagen is rolling out its self-driving cars. And, of course, The Weekend Longreads Suggestions. Sponsors: Earnin App (type in Techmeme under PODCAST when you sign up) Links: Threads Becomes Most Rapidly Downloaded App, Raisi...
Jul 07, 2023•18 min
There’s only one story today. Threads. Threads. Threads. Has Threads already won? Links: Meta launches Instagram Threads in a direct challenge to Twitter (CNBC) Threads profile can only be deleted by deleting Instagram account, Meta says (TechCrunch) Instagram Threads works, but it’s sterile, dull and worst of all – it’s still run by Mark Zuckerberg (iNews) Meta unspools Threads (Platformer) So where are we all supposed to go now? (The Verge) See Privacy Policy at h...
Jul 06, 2023•15 min
Chaos at Twitter emphatically did NOT take the 4th of July weekend off. Instagram’s Twitter clone looks like it’s going to take advantage of this chaos to launch now. The Reddit app apocalypse has happened. Oh, and the mods for Reddit AMA’s have downed tools. And how drone technology is disrupting the traditional Fireworks industry. Sponsors: Kolide.com/ride Notion.com/ride Links: Instagram’s Twitter competitor, Threads, briefly went live on the web (The Verge) The Reddit app-pocalyse is here: A...
Jul 05, 2023•17 min
Originally published April 2015 It’s part two of our Amazon founding story. How did Amazon come to completely dominate e-commerce? How did Jeff Bezos’ “Get Big Fast” strategy evolve? How and why did Amazon become the quintessential “dot com” and dot-com-era stock? The answers are within. Bibliography: The Everything Store: Jeff Bezos and the Age of Amazon The Playboy Interview: Moguls Amazon.com: Get Big Fast One Click: Jeff Bezos and the Rise of Amazon.com &nbs...
Jul 04, 2023•1 hr 5 min
Originally published February 2015. Finally, the long-promised foray into e-commerce, starting with… not the first… but practically the first… player in the space… and ironically enough, the 800 pound gorilla in the space to this day . Amazon. Dot com. We examine Jeff Bezos, the man. We consider Amazon, the idea. We look at e-commerce, the concept. It’s interesting. It’s groundbreaking. It’s available with free 2-day shipping for Prime members. Just kidding. Bibliography: The E...
Jul 03, 2023•53 min
Second time the charm for Apple to close above $3 trillion? Google says it will remove news links in Canada. Meta will allow you to download apps directly from Ads. Self driving cars are giving cops more surveillance tape. And, of course, the Weekend Longreads Suggestions. Links: Apple’s market cap tops $3 trillion (CNBC) Canada’s ‘link tax’ law could break how the web works, says Google (Android Police) Meta is planning to let people in the EU download apps through Facebook (T...
Jun 30, 2023•17 min
Satya Nadella had his day in court. Looks like the FTC is finalizing its big case against Amazon. YouTube has advertisers asking for refunds. Big new interesting raises in the AI space. And ahead of the Fourth of July travel weekend, we may not have the autonomous driving we want, but maybe we can get the autonomous rental car delivery we deserve. Links: Microsoft and Activision Chiefs Testify Merger Will Benefit Consumers (NYTimes) Lina Khan Is Coming for Amazon, Armed With an FTC Antitru...
Jun 29, 2023•17 min
Even in bankruptcy, even FTX is like, maybe we’ll hold on to these AI investments. Could Windows itself become a fully cloud product? Has Google canceled its AR project? How AI is making even Billy Bean look like old school baseball. And who needs a Mac Pro when you’ve got a perfectly good Mac Studio or even Mac Book? Links: FTX Halts Sale of Its $500 Million Stake in AI Startup Anthropic (Bloomberg) AI Frenzy Draws Hordes to Private Markets in Industry Gold Rush (Bloomberg) Microsof...
Jun 28, 2023•17 min
Checking in with the FTC vs. Microsoft case. Checking in with the effort to recover funds from FTX. What if OpenAI did its own Copilot? Would Microsoft be pissed? And reviews of the Pixel Fold include one reviewer’s unit dying after a mere few days. Sponsors: stpp.co/techmeme ZocDoc.com/techmeme Links: Microsoft exec was ready to ‘go spend Sony out of business’ to strengthen Xbox (The Verge) FTX Bankruptcy Team Says the Exchange Owed Customers $8.7B (CoinDesk) Thomson Reuters buys Ca...
Jun 27, 2023•17 min
Well, this AI moment is only about 6 months old, but it looks like the mergers and acquisitions are beginning in earnest. Wait, we’re still worried about 5G interfering with airplanes? Amazon wants your local florist to deliver your packages. An Amazon/FTC kerfuffle we missed. And what are the OTHER Apple products we can expect in the next year or so? Sponsors: JoinDeleteMe.com/techmeme The Traceroute Podcast Links: Databricks Strikes $1.3 Billion Deal for Generative AI Startup MosaicML (W...
Jun 26, 2023•17 min
Find out more at ThePlayerslounge.io See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info ....
Jun 24, 2023•36 min
Are Canadians about to lose their access to news on Instagram and maybe Google too? More details about what that Apple headset will actually be like to use. The newest claimant to the supercomputer crown is about to come online. And, of course, the Weekend Longreads Suggestions. Sponsors: Grammarly.com/go Collective.com Links: Meta says it's blocking news on Facebook, Instagram after government passes online news bill (National Post) Apple Vision Pro has a speed limit, Travel Mode required...
Jun 23, 2023•18 min
Well, I guess Elon and Zuck are gonna fight? Literally? New Stability AI. Xbox prices are going up. The visionOS SDK is out. A Motorola Razr Plus review. And why celebrities are racing to duplicate themselves using AI. Sponsors: JoinDeleteMe.com/techmeme Grammarly.com/go Links: Mark Zuckerberg is ready to fight Elon Musk in a cage match (The Verge) Startup Stability Debuts a New AI Model For Stable Diffusion (Bloomberg) Microsoft is hiking the price of Xbox Series X and Xbox Game Pas...
Jun 22, 2023•17 min
Dropbox joins the AI bandwagon. Lots of news from Twitch. Netflix changes how it calculates its top 10. Mark your calendars for Prime Day. And what all the things Apple DIDN’T demo for their new headset might reveal about the directions in which the product could evolve. Sponsors: Grammarly.com/go NewtonX.com/techmeme Links: Dropbox’s AI tools can help you find your stuff — from everywhere on the internet (The Verge) Twitch will require new labels for streams with sexual themes, gambling a...
Jun 21, 2023•17 min
Spotify is thinking of bucking the “max” and “ultra” naming convention and might introduce “supremium.” What if FTX, the exchange, makes a comeback? One of the hottest sectors in VC right now is defense. And the story of how Meta is playing catchup when it comes to AI. Sponsors: Grammarly.com/go go.tech/tm Links: Spotify Plans New Premium Tier, Expected to Include HiFi Audio (Bloomberg) FTX paid over $120 million in advisor fees between February 1 and April 30 (The Block) Masayoshi S...
Jun 20, 2023•17 min
No joke, this is one of my favorite episodes we've ever done. Eugene Wei was an early employee at Hulu, so we get some details on that company for the first time, and he also worked at Flipboard and Oculus, so we get some important context especially on the future of VR and the like. But the most fascinating stories you'll hear will be about Amazon, where Eugene was the first analyst in the strategic planning department. As you'll hear, Eugene had a unique perspective on Amazon's early strategy ...
Jun 18, 2023•1 hr 14 min
Google does it again. For like the 10th time just since I’ve been doing this podcast. What is “it?” You’ll hear in a second. The whole Reddit thing is simultaneously seeming to calm down, AND heat up, largely thanks to Reddit’s CEO. Will we finally get a bitcoin ETF this time? And, of course, the weekend longreads suggestions. Sponsors: TryNom.com/ride CrashPlan.com Links: Alphabet Selling Google Domains Assets to Squarespace (Bloomberg) Reddit says it won’t force subreddits back open (but...
Jun 16, 2023•17 min
The every platform can be an ad platform too march continues. This time, it’s Uber. Intel drops the “I.” Google lens can check your skin condition. Another breakthrough in quantum computing. And why Apple bringing back the answering machine is a feature lots of folks, including me, are actually happy about. Sponsors: CrashPlan.com Links: Video Ads Are Coming to All Your Uber Apps (The Wall Street Journal) Intel To Launch New Core Processor Branding: Drop the i, Add Ultra Tier (AnandT...
Jun 15, 2023•17 min
The European Commission might have just taken the first steps toward separating Google from its cash cow. Reddit’s CEO keeps saying not so soothing things. New Open AI and Meta releases for… AI stuff. Cybersecurity premiums are skyrocketing. Spotify has fully shifted its podcast strategy. And a look at the tech job market as AI takes over. Sponsors: NewtonX.com/techmeme CrashPlan.com Links: EU suggests breaking up Google’s ad business in preliminary antitrust ruling (The Verge) Reddit CEO ...
Jun 14, 2023•17 min
The FTC has filed an injunction to block the Microsoft/Activision tie-up. Netflix is dipping its toe into live sports. Why Larry Ellison is thankful AI showed up on the scene. The whole Reddit situation came to a head partially cause of AI. And one guess why we’re about to get a new Beatles song. Sponsors: CrashPlan.com notion.com/ride Links: FTC files to block Microsoft-Activision as deadline approaches (CNBC) Netflix to Enter Live-Streamed Sports With Celebrity Golf Event (WSJ) Red...
Jun 13, 2023•15 min
Why your favorite subreddit might be going dark. Why a16z opened an office in the UK. Why AI seems to be recycling the same few dozen jokes when you ask it to be funny. A new AI music generation tool. And the first reviews of the 15-inch Macbook Air. Sponsors: CrashPlan.com go.tech/tm Links: Thousands of subreddits pledge to go dark after the Reddit CEO’s recent remarks (The Verge) Andreessen Horowitz believes that crypto's future may be in the U.K. (Axios) Meta's open source AI Musi...
Jun 12, 2023•16 min
