Episodes

June 5, 2025

Thu. 06/05 – Some In Hollywood (Quietly) LOVE AI

Reddit goes after Anthropic. Meta seems to be reading a much cheaper Vision Pro killer, while still moving forward with their ambitious smartglasses product. What if your Amazon delivery person was not a person at all, but a humanoid robot. And how, quietly, Hollywood studios are already deep into AI adoption. Sponsors: CornBreadHemp.com/ride and code ride Links: Reddit Sues Anthropic, Alleges Unauthorized Use of Site’s Data (WSJ) Meta Talks to Disney, A24 About Content for New VR Headset (WSJ) ...
June 4, 2025

Wed. 06/04 – State Of The AI Coding Landgrab

Windsurf accuses Anthropic of blocking it from AI models in a sign that competition in the AI coding space is fierce. But will the real battle happen when the likes of Microsoft and Google really go after the startups? NotebookLM is now sharable. Pump.fun is raising big money. And Nintendo didn’t send out any Switch 2 review units. What are they afraid of? Sponsors: 1Password.com/ride Links: Windsurf says Anthropic is limiting its direct access to Claude AI models (TechCrunch) AI startups revolu...
June 3, 2025

Tue. 06/03 – Framing The AI Debate

Elon Musk is suddenly fundraising everywhere. An attempt to solve the nomenclature problem around hacking groups. Is the solution to more energy for data centers already hidden inside the grid? And the final two pieces today are two different takes on the great AI debate, our entire civilization is having right now. Sponsors: Oracle.com/techmeme Links: Musk Taps Investors for Billions Days After Washington Exit (Bloomberg) 'Forest Blizzard' vs 'Fancy Bear' - cyber companies hope to untangle weir...
June 2, 2025

Mon. 06/02 – How DoorDash Has Quietly Been Killing It

We know WWDC might be underwhelming this year, but to what degree? Is Samsung about to pick Perplexity as its horse in the AI race? AI based acquisition and wrapups continue to be the new hotness in VC investing. And how DoorDash has quietly been killing it in the delivery space. Sponsors: AGNTCY.ORG QualiaLife.com/ride and code RIDE Links: Apple Developer Event Will Show It’s Still Far From Being an AI Leader (Bloomberg) Samsung Nears Wide-Ranging Deal With Perplexity for AI Features (Bloomberg...
May 30, 2025

Fri. 05/30 – Big Meta/Anduril Deal Is A Big Deal

Why Meta’s big deal with Anduril is a big deal for the entire tech industry. Microsoft is kinda not joining, but also kind of all in on the handheld gaming race. Count Hugging Face as someone else serious about AI robots. And in the longreads, more signs that the AI job apocalypse might already be upon us. Links: Meta Fired Palmer Luckey. Now, They’re Teaming Up on a Defense Contract. (WSJ) Mark Zuckerberg Finally Found a Use for His Metaverse — War (Bloomberg) EXCLUSIVE: Xbox's first-party hand...
May 29, 2025

Thu. 05/29 – Somebody Knows Victoria’s Secrets

Nvidia had solid earnings, though they’re quite concerned about being boxed out of China. The apparent hack of Victoria’s Secret gave me a dad-joke-title for today’s episode. Why DeepSeek’s recent R1 update is a bigger deal than even they are letting on. And why the CEO of Anthropic says we should be more worried about the AI he’s unleashing than people are aware. Links: Nvidia beats on earnings and revenue as data center sales jump 73% (CNBC) Nvidia CEO Warns That Chinese AI Rivals Are Now ‘For...
May 28, 2025

Wed. 05/28 – Apple Playing Games Again

Apple is making noises in the gaming space once again, but I feel like we’ve heard this all before. Getty is still deadly serious about suing AI companies. Self driving trucks seem to be juuuust about to hit the roads. And a big piece about the enmity between Apple and Elon Musk. Sponsors: Shopify.com/ride Links: Apple acquires RAC7, its first-ever video game studio (Digital Trends) Apple to Debut Dedicated Gaming App Within Days of Switch 2’s Arrival (Bloomberg) Texas Adopts Online Child-Safety...
May 27, 2025

Tue. 05/27 – The “Holy Grail” Of AI Models

Salesforce is back in the acquisition swing. Circle is going for an IPO. Is Netflix about to lose the streaming service crown? The Holy Grail of AI Models. And is your boss more demanding of your output now that you use AI? Links: Salesforce Agrees to Buy Informatica in Deal Worth $8 Billion (Bloomberg) Stablecoin Giant Circle File for IPO on NYSE (CoinDesk) The Browser Company mulls selling or open-sourcing Arc Browser amid AI-focused pivot (TechCrunch) Cricket gives Disney-Ambani unit in India...
May 26, 2025

(Bonus) Calmwave Profile

Find out more about Calmwave at Calmwave.ai . The case study we mention is here: https://catalyst.wellstar.org/casestudies/calmwave/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
May 23, 2025

Fri. 05/23 – Tim Apple’s Very Bad Week

Tariff fun is back and this time there’s only one tech company in the crosshairs: Apple. Anthropic releases flagship new Claude models, and they seem to be impressive, but half the story here is how weird they behave. Like, ratting on users to authorities, blackmailing engineers and maybe creating biological weapons. And, of course, the Weekend Longreads Suggestions. Links: Trump says a 25% tariff ‘must be paid by Apple’ on iPhones not made in the U.S. (CNBC) Anthropic’s new Claude 4 AI models c...
May 22, 2025

Thu. 05/22 – OpenAI Acquihires Jony Ive!

Is this is biggest acquihire of all time? Jony Ive is joining OpenAI to the tune of $6.5 billion dollars. And what is he going to do there? Create hardware devices that Sam Altman expects to ship 100 million of. Why Google has a unique advantage in the AI race. Why Signal is blocking Recall. And why is weather forecasting AI’s next big trick? Sponsors: CornbreadHemp.com/ride and code RIDE Links: Former Apple Design Guru Jony Ive to Take Expansive Role at OpenAI (WSJ) What Sam Altman Told OpenAI ...
May 21, 2025

Wed. 05/21 – Everything Google Everywhere And All At Once

It’s Google day. Everything Google, everywhere, all at once. All the headlines from IO and there were a ton. What even is Google search in the age of AI? Google’s big push into smartglasses, a wild new video model and a ton, ton more. Here’s what you missed, yesterday, mostly, I guess, in the world of tech. Sponsors: Venice.ai/techmeme and code techmeme Links: Google is rolling out AI Mode to everyone in the US (Engadget) Android XR is getting stylish partners in Warby Parker and Gentle Monster ...
May 20, 2025

Tue. 05/20 – Microsoft Build 2025

He noted the firm has the OVX computer that is meant to do simulation and graphic simulation physics engine, and it is used to synthesize and generate data. And this data is consumed by the DGX computer, which are used to train foundation models. And then it is deployed to the HX computer, which is the runtime on the edge for platforms like humanoid robots. Sponsors: 1password.com/ride Links: GitHub’s new AI coding agent can fix bugs for you (The Verge) The new Microsoft Discovery agentic platfo...
May 19, 2025

Mon. 05/19 – How Apple Lost AI

The big, long saga of how Apple lost the AI race. Nvidia wants you to bring your own gear. 23andMe’s assets are acquired. Why are Apple and Epic still bickering? And why has kidnapping suddenly become a major issue for big crypto players? Sponsors: AGNTCY.org Qualialife.com/ride and code ride Links: Why Apple Still Hasn’t Cracked AI (Bloomberg) Nvidia Opens AI Ecosystem to Rival Chipmakers in Global Push (Bloomberg) Regeneron to Buy 23andMe Out of Bankruptcy for $256 Million (WSJ) Epic Asks Cour...
May 18, 2025

(Bonus) World Cup Of Entrepreneurs Part 2

Who wins? Jobs? Gates? Musk? Bezos? Collison, even? The grand finale of our #WorldCupOfEntreprenurs. (Originally aired October of 2021) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
May 16, 2025

Fri. 05/16 – Bribing Is The Oldest Form Of Hacking

Epic Games and Apple are still having beef over app store rejections. Coinbase got hacked with the oldest attack vector there is: bribery. Meta’s having problems with its behemoth AI model. New Windsurf coding suite. New Apple Car Play. And, of course, the Weekend Longreads Suggestions. Sponsors: FactorMeals.com/ride50off and code RIDE50OFF Links: Apple blocks Fortnite’s App Store return as downloads fail in Europe (The Verge) Coinbase warns of up to $400 million hit from cyberattack (Reuters) C...
May 15, 2025

(Bonus) World Cup Of Entrepreneurs Part 1

Who is THE entrepreneur of the Internet Era? In this episode, we cover the round of 16 matchups as voted on by YOU. (Originally posted November 2021) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
May 14, 2025

Wed. 05/14 – Airbnb’s Midlife Transformation

The US still has it out for Huawei. Sony takes a hit from tariffs. TikTok is turning to AI and also messaging. And then, how Airbnb is either going through a midlife crisis, or else, it is trying to become the thing that Brian Chesky always hoped it would become. Sponsors: AGNTCY.ORG Shopify.com/ride Links: US warns against using Huawei chips ‘anywhere in the world’ (FT) Sony Sees $700 Million Tariff Hit on Underwhelming Outlook (Bloomberg) Microsoft extends Office app support on Windows 10 to 2...
May 13, 2025

Tue. 05/13 – The Thin-Phone Era Is Here

The new thin phone era is definitively here with the Galaxy S25 Edge. Apple is working on a way to control your iPhone with your brain. For the first time a flagship DJI drone is NOT available in the US. And flying drones are cool, but you know what else is cool? Submarine drones. Sponsors: For 40% off your order, head to Udacity.com/RIDE and use code RIDE Links: Samsung Debuts $1,099 S25 Edge, Kicking Off Wave of Thin Phones (Bloomberg) Galaxy S25 Edge Hands-On: This Thin Phone Left a Deep Impr...
May 12, 2025

Mon. 05/12 – Saudi Arabia Enters The AI Race

Looks like China tariffs are back off, question mark? But not soon enough for some deals. OpenAI and Microsoft are trying to work out how to get to an IPO. Saudi Arabia, the country, makes a big AI play. Why you might want to take out AI insurance? And did the Pope choose his name because of the AI moment? Sponsors: Tonal.com MackWeldon.com promocode BRIAN Links: Apple Considers Raising iPhone Prices, Without Blaming Tariffs (WSJ) SoftBank Stargate Venture With OpenAI Snags on Tariff Fears (Bloo...
May 9, 2025

Fri. 05/09 – Apple’s Coming For The Meta Ray-Bans

More signs that Apple is diversifying its smart headgear ambitions. Meta wants back in on the stablecoin game it arguably bailed on too early. The Celsius network CEO gets 12 years in prison. And, of course, the Weekend Longreads Suggestions. Sponsors: Quince.com/ridehome Links: Apple Is Developing Specialized Chips for Glasses, New Macs and AI Servers (Bloomberg) Meta Explores Stablecoin Integration as US Senate Blocks Key Crypto Bill (Coinpaper) Google rolls out AI tools to protect Chrome user...
May 8, 2025

Thu. 05/08 – Is AI Eating Into Google Search?

OpenAI has hired Instacart’s CEO to be a kind of CEO. Apple reveals the degree to which AI might be eating into Google Search. Why aren’t people seeing a return on their AI investments yet? And my dream grid gadget is finally coming to the US. Sponsors: Oracle.com/techmeme Links: OpenAI hires InstaCart CEO Fidji Simo for major leadership role (Fortune) Instacart CEO Fidji Simo is joining OpenAI (TechCrunch) Apple Eyes Move to AI Search, Ending Era Defined by Google (Bloomberg) Anthropic rolls ou...
May 7, 2025

Wed. 05/07 – The New Netflix

Meta wins a case against that NSO Group in spyware allegations. Netflix is completely revamping its design for the first time in years. Amazon has a new robot that can do 70% of the work in its warehouses. And a big chip breakthrough that can bring about the ChatGPT moment for quantum computing? Sponsors: CornBreadHemp.com/ride and code ride Acorns.com/ride Links: Meta wins $168 million in damages from Israeli cyberintel firm in Whatsapp spyware scandal (Courthouse News Service) Netflix Overhaul...
May 6, 2025

Tue. 05/06 – OpenAI Backtracks

OpenAI backtracks in a major way, saying its nonprofit entity will remain in control of business operations. Huge consolidation happening all at once in the food delivery space. New Surface hardware from Microsoft. Huge investment in European defense tech startups. And Shein and Temu turn to Europe to stay afloat. Sponsors: LinkedIn.com/ride Links: OpenAI reverses course, says its nonprofit will remain in control of its business operations (TechCrunch) OpenAI Reaches Agreement to Buy Startup Win...