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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

(Bonus) Nat Friedman Interview

What prolific AI investor Nat Friedman expects from GPT-5, Microsoft's general strategy in AI, how he invests in startups, and his background an philosophy when it comes to investing. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info ....

Apr 01, 202442 min

Fri. 03/29 – SBF To The Hoosegow

SBF gets 25 years. X is maybe about to NSFW. Apple’s new OLED iPads should be coming in May. I can’t cram another acronym in here to tell you about Apple suing an employee for leaking. And, of course, the WLS… Weekend Longreads Suggestions. Links: Bankman-Fried sentenced to 25 years for multi-billion dollar FTX fraud  (Reuters) Elon Musk’s X Is Testing ‘Adult Content’ Groups for Users  (Bloomberg) Apple Sues Former Employee for Leaking iPhone's Journal App and More  (MacRumors) Ap...

Mar 29, 202416 min

Thu. 03/28 – Claude 3 Opus Surpasses GPT-4 For The First Time

There’s a new king of the AI hill as Anthropic bests OpenAI for the first time. Amazon invests more in Anthropic and is investing a TON more in datacenters. Is that GPT sort of App Store not exactly catching fire? A big acquisition in gaming. And the tiny Caribbean island nation that is one of the biggest winners of the AI moment so far. Links: “The king is dead”—Claude 3 surpasses GPT-4 on Chatbot Arena for the first time  (ArsTechnica) Amazon spends $2.75 billion on AI startup Anthropic i...

Mar 28, 202417 min

Wed. 03/27 – Hulu Comes To Disney+; WWDC Gets A Date

Disney launches Hulu on Disney+. Apple schedules WWDC. Some Apple users report being victims of MFA bombing attacks. What it will mean to be certified as an AI PC. And more crazy data on the hunt for talent in the AI Wars. Links: Hulu on Disney+ Launches Out of Beta With Marketing Push to Grow Subscribers  (The Hollywood Reporter) The Disney Plus-Hulu merger is way more than a streaming bundle  (The Verge) Apple Announces WWDC 2024 Event for June 10 to 14  (MacRumors) Recent ‘MFA ...

Mar 27, 202416 min

Tue. 03/26 – Musical Chairs As Microsoft Reorganizes Itself Around AI

Executive shuffling indicates that Microsoft is serious about reorganizing itself around AI. The US and UK move against those alleged Chinese infrastructure hackers. OpenAI seems to be courting Hollywood for its Sora tool. And is the IPO window finally open for tech companies? Links: Microsoft has a new Windows and Surface chief  (The Verge) Canva Strikes Biggest Acquisition Yet in Chase to Take on Adobe  (Bloomberg) US sanctions APT31 hackers behind critical infrastructure attacks &nb...

Mar 26, 202416 min

Mon. 03/25 – The Wheels Of DMA Justice Move Fast

They said this law would be one that was capable of moving fast. The EU has already opened formal DMA investigations into Apple and Google. Stability AI seems to be circling the Deadpool. Checking in on the health of X. Greater homescreen control coming to iPhones? And what should we make of tech insiders selling massive amounts of shares? Sponsors: MackWeldon.com  promocode RIDE Links: EU probes Apple, Meta and Alphabet under landmark new law  (Financial Times) Stability AI Founder Em...

Mar 25, 202415 min

Fri. 03/22 – Apple Antitrust Suit Fallout

Everyone is analyzing the DOJ’s case against Apple. An unpatchable vulnerability in Apple Silicon has been uncovered. Threads joins the Fediverse. How that whole Microsoft hiring the Inflection AI team actually maths out. And, of course, the Weekend Longreads Suggestions. Links: Apple CarPlay is anticompetitive, too, US lawsuit alleges  (The Verge) U.S. versus Apple: A first reaction  (Six Colors) Unpatchable vulnerability in Apple chip leaks secret encryption keys  (ArsTechnica) ...

Mar 22, 202418 min

Thu. 03/21 – The DOJ Sues Apple

The DOJ opened a lawsuit against Apple. Reddit’s IPO should be happening today. An Epic Games Store on iOS should be coming later this year. Carvana is a Covid-times high-flier that has actually recovered. And Neuralink’s first human patient reveals himself to the world. Links: U.S. Sues Apple, Alleges Tech Giant Exploits Illegal Monopoly  (WSJ) Reddit prices IPO at $34 per share in first major social media offering since 2019  (CNBC) The Epic Games Store is coming to Android  (9t...

Mar 21, 202415 min

Wed. 03/20 – Microsoft Hires DeepMind Co-Founder And Rocks The AI Community

Microsoft hiring DeepMind co-founder Mustafa Suleyman to run their new AI division might sound like boring c-suite musical chairs, but it’s actually super interesting. Intel gets the first huge check from the CHIPS Act. Stardew Valley is breaking gaming records. And the interesting startup that does AI music. Links: Microsoft Hires DeepMind Co-Founder Suleyman to Run Consumer AI  (Bloomberg) Microsoft bets on start-ups to extend AI lead with hiring of Inflection chief  (Financial Times...

Mar 20, 202417 min

Tue. 03/19 – Nvidia Developer Event

Nvidia announced… well, a ton of things. Two new AI tools show that video is having an AI moment. An update on how TikTok is faring in the Senate. And an interesting raise from a startup that wants to become a major new platform player in Gaming. Sponsors: FactorMeals.com/ride50  and code ride50 Links: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’  (CNBC) Nvidia launches NIM to make it smoother to deploy AI models into production  (TechCrunch) Nvidia enlist...

Mar 19, 202431 min

Mon. 03/18 – Apple To Partner With Google For AI On iOS?

I did NOT have on my bingo card Apple turning to Google to power its first big foray into modern AI on its hardware. Even while a new Apple AI model might be pointing to breakthroughs in AI reasoning. One of the biggest e-sports competitions in the world has been hacked by cheaters. And some pretty bearish news for the VR industry. Links: Apple Is in Talks to Let Google Gemini Power iPhone AI Features  (Bloomberg) Apple researchers achieve breakthroughs in multimodal AI as company ramps up ...

Mar 18, 202417 min

(Bonus) Aravind Srinivas Of Perplexity AI

Perplexity CEO Aravind Srinivas tell Chris and I to expect more partnerships like the recent one with Yelp; how Perplexity thinks of search differently than Google does; and the competition Perplexity fears beyond Google. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info ....

Mar 16, 202429 min

Fri. 03/15 – Apple’s Quiet AI Acquisition

Remember that Apple has quietly made more AI acquisitions than anyone else? They quietly made another one. The FCC has a new definition for broadband. Looks like everybody knows the EU is a stick they can beat Apple with now. And, of course, the Weekend Longreads Suggestions. Sponsors: Robinhood.com/boost Links: Apple Buys Canadian AI Startup as It Races to Add Features  (Bloomberg) FCC scraps old speed benchmark, says broadband should be at least 100Mbps  (ArsTechnica) Spotify says it...

Mar 15, 202415 min

Thu. 03/14 – Who Wants TikTok?

If this TikTok bill is actually going to become law, who would actually be in the running to take it over? A bunch of announcements from Microsoft. Hard data on how we listen to music these days. And estimates for how much AI could cut into the traditional web search business. Sponsors: Ramp.com/techmeme Links: House passes TikTok bill that could ban app in the U.S., spawning Senate support  (The Washington Post) Microsoft has added the GPT-4 Turbo LLM to the free version of Copilot  (...

Mar 14, 202417 min

Wed. 03/13 – TikTok On The Brink?

The TikTok legislation has passed the House, but it’s path through the Senate is uncertain to say the least. The first real AI regulation has passed, in Europe, of course. Arm’s new chips for self-driving cars. Did Cerebras just break Moore’s Law with its new AI chips? Spotify has music videos. And Perplexity continues to try to become Google Search faster than Google search can become them. Sponsors: Shopify.com/ride Nutrafol.com/men  code: RIDEHOME Links: TikTok bill, racing toward House ...

Mar 13, 202417 min

Tue. 03/12 – Is TikTok Coming For Instagram?

More App Store changes from Apple will allow developers to offer apps via their website. In Europe only, of course. Some of you can file your taxes online, for free, starting today. Why bitcoin has been breaking records. An interesting AI raise. Is TikTok about to launch an Instagram competitor? Though maybe the reason they need to is their user numbers are flatlining. Sponsors: Shopify.com/ride Links: Apple will allow users to download apps directly from a developer’s website, in latest EU App ...

Mar 12, 202416 min

Mon. 03/11 – Your Car Is Spying On You, Example 212

Epic got Apple to blink! Sam Altman got back on OpenAI’s board of directors. Reddit finally gets to IPO. Elon Musk says X.ai is going open source. And once again, you won’t believe the degree to which your car and your driving is the new data treasure trove for companies to monetize. Sponsors: 1password.com/ride ArcticWolf.com/techmeme Links: Epic says Apple will reinstate developer account, clearing path for Epic Games Store on iPhone  (9to5Mac) Sam Altman returns to OpenAI's board  (...

Mar 11, 202417 min

(Bonus) Guy Kawasaki On His New Book And Learning From Steve Jobs

Guy Kawasaki shares key insights on how to have a successful career, found in his new book: Think Remarkable. Also, some fun Apple and Steve Jobs story, such as: what kind of a***ole boss WAS Steve Jobs, exactly. The kind you want, Guy says. Buy the book:  Think Remarkable See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info ....

Mar 09, 202425 min

Fri. 03/08 – TikTok In Peril?

Did TikTok overplay its hand yesterday? The potential legislation against them is suddenly moving quickly. How Temu might be single handedly responsible for the tech advertising turnaround. More drama behind the whole Sam Altman ouster business. And, of course, the weekend longreads suggestions. Links: Furious Congress plows forward with TikTok bill after user revolt  (Axios) China Readies $27 Billion Chip Fund to Counter Growing US Curbs  (Bloomberg) Temu’s Push Into America Pays Off ...

Mar 08, 202417 min

Thu. 03/07 – The Epic/Apple Fight Gets Gnarly

On the first day of the DMA regime, the whole battle between Apple and Epic Games has gotten hella weird. Rumors of the US government going after TikTok again are swirling, again. What if we see a foldable Macbook before a foldable iPhone? And why the job of AI Prompt Engineer might be made redundant by… AI. Sponsors: Kolide.com/ride Links: Apple kills Epic’s iOS game store plans over App Store criticism  (The Verge) Apple Set to Be Quizzed by EU Over ‘Fortnite’ Maker Shutout  (Bloombe...

Mar 07, 202416 min

Wed. 03/06 – OpenAI Claps Back At Elon’s Lawsuit

Apple shows how it is complying with the DMA. We’ve got a Microsoft hardware event coming up. I wonder if they’ll mention AI? Has BlackCat been defeated, or is this a clever ruse to rebrand? And OpenAI has clapped back at Elon’s lawsuit. Links: Apple Releases iOS and iPadOS 17.4 with Major Safari and App Store Changes in the EU, Transcripts for Podcasts, New Emoji, and More  (MacStories) EXCLUSIVE: Microsoft will unveil OLED Surface Pro 10 and Arm Surface Laptop 6 this spring ahead of major...

Mar 06, 202416 min

Tue. 03/05 – The Linux Phoenix?

The big DMA deadline is mere hours away. A big Twitter related lawsuit has arrived that I kind of can’t believe took this long. Nothing releases a pretty compelling cheap phone. Waymo is bringing its driverless taxi service to Los Angeles. And is Linux quietly having a moment? Links: Google rolls out changes for users, apps developers as EU tech rules loom  (Reuters) Instagram now lets you edit DMs up to 15 mins after sending them  (TechCrunch) M3 MacBook Pro will gain multi-display su...

Mar 05, 202415 min

Mon. 03/04 – EU Brings The Hammer Down On Apple

The EU Commission has fined Apple for stifling music streaming competition. New Macbook Airs with the M3 chip. Why the Apple Car was doomed from day one. Anthropic releases Claude 3 in three different flavors. And if 5G isn’t floating your boat, can I interest you in 5G Advanced? Links: Apple hit with €1.8bn fine for breaking EU law over music streaming  (Financial Times) Apple launches new 13-inch and 15-inch MacBook Air with M3 chip, support for two external displays, faster Wi-Fi  (...

Mar 04, 202416 min

Fri. 03/01 – Elon Sues Sam Altman And OpenAI

Elon is suing Sam Altman and OpenAI. Meta continues to get out of the news business, especially when it’s being pushed. A new AI deepfake supertool. And, of course, the Weekend Longreads Suggestions. Links: Elon Musk sues OpenAI over AI threat  (Courthouse News Service) Meta to Wind Down Its News Feature in the US and Australia  (Bloomberg) Microsoft introduces Copilot AI chatbot for finance workers in Excel and Outlook  (CNBC) Alibaba’s new AI system ‘EMO’ creates realistic talki...

Mar 01, 202418 min

Thu. 02/29 – What If The Vision Pro Is Selling Better Than We Think?

The SEC has subpoenaed OpenAI. What if the Vision Pro is selling better than even Apple thought? Beware of the repo attack affecting GitHub. Beware of the video doorbells that are ridiculously easy to take over. And is robotics the next big tech industry we need to be paying attention to? Links: SEC Investigating Whether OpenAI Investors Were Misled  (WSJ) EA to lay off 5% of workforce, or about 670 employees  (CNBC) Vision Pro demand higher than expected; returns down to 1% – Kuo &nbs...

Feb 29, 202417 min

Wed. 02/28 – The Apple Car Project Is Dead

The Apple car project is dead. Really, this time. We think. Google is working to fix Gemini. If you’re using Tumblr, your posts might soon be training OpenAI’s models. Klarna’s AI is doing the work of hundreds of humans. And another fever dream of the most recent boom years might be over. Links: Apple to Wind Down Electric Car Effort After Decadelong Odyssey  (Bloomberg) Apple's Scrapped Car Project Means AI and Headset Bets Are More Urgent  (Bloomberg) Google CEO calls AI tool’s contr...

Feb 28, 202417 min

Tue. 02/27 – Gaming Continues To Be A Bloodbath

If you can believe it, MOAR layoffs in gaming. Big layoffs at Sony. We might see Meta’s first AR glasses later this year. The big hack affecting US pharmacies. Hopin enters the Deadpool. And yet another startup takes at swing at the delayed gratification gimmick for social media. Sponsors: Hims.com/ride Links: Sony is laying off 900 PlayStation employees  (The Verge) Microsoft’s Mistral AI Investment to Be Examined by EU Watchdog  (Bloomberg) Meta aims to reveal and demo Orion, its fir...

Feb 27, 202416 min

Mon. 02/26 – Mobile World Congress Is All About AI This Year (Corrected)

Mobile World Congress kicks off this week, and I bet you can guess what the big theme this year is. All the hardware that is being announced to allow you to do AI on your existing devices. Samsung unveiled its Galaxy Ring, but Apple wants you to know it could do a ring too if it wanted to. And Lenovo’s see-through laptop is cool looking, but also, looking for a use case. Links: Samsung unveils the Galaxy Ring as a way to 'simplify everyday wellness'  (Engadget) Apple Ponders Whether to Deve...

Feb 26, 202415 min

(Bonus) Ed Zitron On The Social Landscape

Catching you up on the great Substack controversy and who is winning the race to be the new Twitter? Ed's new podcast is called  Better Offline , which you can find wherever fine podcasts are found. And his newsletter is called:  Where's Your Ed At? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info ....

Feb 24, 202425 min

Fri. 02/23 – Reddit To IPO And Nvidia To The Moon

We have all the details of the Reddit IPO. And Sam Altman of all people makes an appearance in the S1! What that big cell phone outage yesterday was all about. Can Mark Zuckerberg be held personally liable in some of these Meta lawsuits? And given this weeks’ news, in the longreads, a long interview with Nvidia’s CEO predicting the future of computing. Sponsors: Robinhood.com/boost Links: Reddit files to list IPO on NYSE under the ticker RDDT  (CNBC) Reddit is going public and inviting powe...

Feb 23, 202416 min
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