Meta’s earnings were fine, but it’s what Zuck warned about spending that has Wall Street nervous. Sub 2nm chips are on their way. An AI startup has a big new raise after its big raise just a month ago. Google Meet lets you jump devices. And the

Wed. 04/24 – What Now For TikTok?

1 day ago 16m 33s

The TikTok divestment bill has probably already been signed into law. What happens now? What are the legal arguments that this thing can stick? What about things like, you know, the First Amendment? Also, ads in Windows? Time to take Meta’s Ray

Tue. 04/23 – Microsoft’s Own LLMs and Perplexity’s Big Raise

2 days ago 18m 34s

Microsoft has launched new lightweight AI models. Perplexity has a big new raise. Meta wants other people to build Quest headsets. Another reason Apple needs to find new revenue. And if Congress really is going to ban TikTok, are they ever goin

Mon. 04/22 – TikTok Back On The Chopping Block?

3 days ago 18m 51s

I know we’ve said this before, but TikTok really seems on the brink this time. What the heck is going on with Tesla? Tinder wants you to share your date. Streamers want you to stop dating around and playing the field. An open-source smarthome s

Fri. 04/19 – All The News About Llama 3

6 days ago 19m 4s

Meta released Llama 3 yesterday, and some of the moves they made have made be consider if Zuck could win these first AI wars. Is Zuck also getting aggressive in VR? Why Apple had to take down the WhatsApp and Threads apps in China. And, of cour

Thu. 04/18 – Game Emulators On iOS And The Atlas Robot Lives!

7 days ago 19m 17s

Google has fired 28 employees for political protests yesterday. A well-known coding school has been fined by the CFPB. Game emulators come to the iPhone. TikTok’s Instagram clone is rolling out. Has Sony perfecting Mini LED TVs? And the Atlas r

Wed. 04/17 – Copilots Or The Biggest Model Wins? The Competing AI Visions.

8 days ago 18m 52s

T-Mobile and Verizon employees are being offered bribes for SIM swaps. How much coding copilots have taken over. How much would you value Mistral or Cohere in the LLM race? How popular has Airchat gotten? How big has Amazon Prime gotten? And on

Tue. 04/16 – What Should An AI Wearable Be: AI Pin Or Limitless Pendant?

9 days ago 18m 24s

Microsoft continues to spread its AI bets. Disney wants to bring back tv channels. YouTube is not gonna let you block ads. What did Humane get wrong with the AI Pin? And can Limitless do any better with its AI Pendant?Sponsors:MackWeldon.com, p

Mon. 04/15 – Onshoring And Halving

10 days ago 18m 9s

Really looks like high-end re-shoring of chip tech is happening, and happening soon. What if satellite telephony becomes a table-stakes smartphone feature? Get ready for the bitcoin halving. Does anyone have invites to Airchat? And get ready fo

Fri. 04/12 – OpenAI Is The Biggest Drama Startup Since Twitter

13 days ago 18m 38s

Now a big business intelligence company has been breached. Do you get the sense that people are laying the groundwork for something? Google discontinues a product, but this time, its probably our fault. M4 chips are coming from Apple. OpenAI co

Thu. 04/11 – Humane AI Pin Reviews

14 days ago 16m 54s

Apple is notifying people their iPhones may have been compromised. Spotify wants you to mix up your music. Adobe is paying handsomely for videos. And the biggest new gadget review event in a long time.Link:Apple alerts users in 92 nations to me

Wed. 04/10 – A Bunch Of Datapoints

15 days ago 18m 56s

More AI announces from Google. More hints on how Apple will bring AI to iPhones. And a bunch of interesting datapoints: how much Apple has moved away from manufacturing in China, how much money TikTok’s parent company is making, are kids warmin

Tue. 04/09 – Google’s New AI Chips

16 days ago 18m 17s

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

(Bonus) David Marcus And Lightspark

17 days ago 20m 47s

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 Noti

Fri. 04/05 – Apple Layoffs!

20 days ago 17m 55s

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,

Thu. 04/04 – How About A TRUE iRobot?

21 days ago 18m 2s

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

Wed. 04/03 – Quantum Computing Breakthrough?

22 days ago 20m 7s

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

Tue. 04/02 – Amazon To Enter The AI Group Chat

23 days ago 17m 13s

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

(Bonus) Nat Friedman Interview

24 days ago 44m 27s

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 Californi

Fri. 03/29 – SBF To The Hoosegow

27 days ago 17m 20s

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.Link

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

28 days ago 17m 45s

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. A

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

29 days ago 16m 52s

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+

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

1 month ago 17m 29s

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

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

Mar 25th, 2024 17m 51s

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 contr

Fri. 03/22 – Apple Antitrust Suit Fallout

Mar 22nd, 2024 20m 41s

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 We