Google has a ton of AI announces, including new Arm-based AI chips, utilizing Google search in Gemini, and more. They also released their own Find My network. Microsoft is confident they can release chips that can best Apple Silicon. And maybe OpenAI DID train on YouTube videos after all. Everybody is desperate for data right now. Sponsors: 1Password.com/ride Links: Google Expands In-House Chip Efforts in Costly AI Battle (WSJ) Google Shows AI Model Is Enterprise-Ready After Gemini Mishaps...
Apr 09, 2024•17 min
David Marcus comes on the pod to discuss what he's been working on since leaving Meta. Specificially: Lightspark, and efforts to expand the Lighting Network and bitcoin. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info ....
Apr 08, 2024•20 min
Apple joins the tech layoff club. Microsoft warns China is planning to disrupt elections using AI. Disney+ is joining Netflix in cracking down on password sharing. How much is the going rate to buy pictures or videos to train AI models on? And, of course, the Weekend Longreads suggestions. Links: Apple Cut at Least 600 Workers When Car, Screen Projects Stopped (Bloomberg) China will use AI to disrupt elections in the US, South Korea and India, Microsoft warns (The Guardian) Disney+ w...
Apr 05, 2024•18 min
Is Apple pivoting to home robotics now that the Apple Car project is dead? Is Google about to pivot to subscription based search? Why is X handing back blue checkmarks whether people want them or not? Why Amazon merchants are upset over return scams. And why the band Kiss might live forever. Sponsors: Kolide.com/ride Links: Apple Explores Home Robotics as Potential ‘Next Big Thing’ After Car Fizzles (Bloomberg) Google considers charging for AI-powered search in big change to business model...
Apr 04, 2024•17 min
Have we just had a major breakthrough in Quantum Computing? The earthquake in Taiwan might lead to some chip issues. We don’t quite know yet. Amazon is retooling it’s Just Walk Out technology. Venture capitalists are having a hard time raising money. And in the last segment of the show, I actually break some news about Coinbase. Links: Microsoft and Quantinuum say they’ve ushered in the next era of quantum computing (TechCrunch) AI-generated songs are getting longer, not necessarily better...
Apr 03, 2024•19 min
Big trove of AT&T customer data dumped online. Microsoft is unbundling Teams. Amazon is readying its own big LLM. We should probably assume Section 230 does not cover AI. And what do you name an AI supercomputer? Stargate, apparently. Links: AT&T resets account passcodes after millions of customer records leak online (TechCrunch) Exclusive: Microsoft to separate Teams and Office globally amid antitrust scrutiny (Reuters) Amazon scrambles for its place in the AI race (Th...
Apr 02, 2024•15 min
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, 2024•42 min
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, 2024•16 min
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, 2024•17 min
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, 2024•16 min
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, 2024•16 min
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, 2024•15 min
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, 2024•18 min
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, 2024•15 min
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, 2024•17 min
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, 2024•31 min
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, 2024•17 min
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, 2024•29 min
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, 2024•15 min
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, 2024•17 min
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, 2024•17 min
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, 2024•16 min
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, 2024•17 min
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, 2024•25 min
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, 2024•17 min
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, 2024•16 min
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, 2024•16 min
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, 2024•15 min
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, 2024•16 min
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, 2024•18 min
