Episodes

Sept. 13, 2024

Fri. 09/13 – The First Strawberry is o1

The first of the Strawberry models is here. YC plans to have four cohorts a year, but each one is getting smaller. Waymo is already ready to expand to more pretty big markets. And in the long reads, a deep dive look into the options Intel has at this point in time.
Sept. 12, 2024

Thu. 09/12 – OpenAI’s Big New Raise

As expected, OpenAI is in talks for a new capital raise at a $150B valuation. More layoffs in Microsoft’s gaming division. More holes poked in our creaking internet infrastructure. The tiny SpaceX competitor who’s stock has been soaring lately. And a look at what Apple’s recent AirPods announcement…
Sept. 11, 2024

Wed. 09/11 – Mistral Goes Multimodel; And An AI Model Mystery

Mistral goes multimodal for the first time. Meta admits to scraping the data of every adult Australian. The details on the new PS5 Pro. Wouldn’t it be wild if, through stablecoins, crypto BECOMES the banking system instead of replacing it. And a weird mystery in AI land.
Sept. 10, 2024

Tue. 09/10 – Strawberries In 2 Weeks?

Apple loses its longest standing regulatory battle in the EU. Some drips and drabs from yesterday’s iPhone event. Would a phone you can fold three times be more enticing than a phone that folds two times? And are we about to see that new Strawberry AI model from OpenAI by the end of the month?
Sept. 9, 2024

Mon. 09/09 – The iPhone 16 Event

All the headlines from today’s iPhone event. It IS interesting the degree to which Elon’s various businesses have potential synergy. The Times digs into the content on Telegram and says, it ain’t pretty. And e-bikes seem to be back. In London, at least, anyway.
Sept. 6, 2024

Fri. 09/06 – Telegram Blinks.

Pavel Durov speaks, and Telegram blinks, both for the first time since the French arrest. Are XR glasses tethered to smartphones the next big product category? What if your smartphone could cure your vision problems? And in the longreads, if Waymo is about to scale, what, exactly, is the business m…
Sept. 5, 2024

Thu. 09/05 – The DOJ Takes Down An Election Influence Campaign

The DOJ says it has taken down a big election influence campaign allegedly directed by Russia. The Internet Archive loses a big case. Android 15 is here. And two really interesting new gadgets, one I probably need to buy and one I want to buy but probably won’t.
Sept. 4, 2024

Wed. 09/04 – Elon Blinks In Brazil

SpaceX has agreed to block access to X, in Brazil, on Starlink. Looks like YubiKeys are hackable. Who is the mystery platform looking to expand AI datacenters at an historic scale? And the Catch 22 that Intel is in. They need CHIPS Act money, but can their troubles mean the CHIPS Act money shouldn’…
Sept. 3, 2024

Tue. 09/03 – The X Ban In Brazil

We missed a pretty big story this weekend. X getting banned in Brazil. I’ll try to catch you up on all the contours of this. Canva’s raising prices and it’s pissing people off because, I mean, they are REALLY raising prices. And the two pretty big success stories in crypto this year that we haven’t…
Aug. 30, 2024

Fri. 08/30 – Who ISN’T Investing In OpenAI?

At this point it would be quicker to name the big tech company that’s NOT investing in OpenAI’s latest round. Amazon’s new Alexa service is just going to be Anthropic’s Claude in drag disguise I guess. I’m starting to get really worried about Intel y’all. And, of course, The Weekend Longreads Sugge…
Aug. 29, 2024

Thu. 08/29 – Nvidia Earnings… Are Ok…

Nvidia’s earnings were huge but because they didn’t manage to beat the biggest expectations out there, it’s kind of a miss? Pavel Durov has been formally charged by France. Does TikTok fall outside of Section 230 protection? And it seems like the effort by the car companies to wean themselves off o…
Aug. 28, 2024

Wed. 08/28 – Strawberry Emoji

I explain why everyone has been posting strawberries in AI circles. It’s cause of a potential new breakthrough at OpenAI. Cerebras launches the first new AI chip competition to Nvidia. China has reportedly burrowed into US ISPs. And continuing interesting details pouring out of that Pavel Durov sit…
Aug. 27, 2024

Tue. 08/27 – More On Pavel Durov

As more details come out about the arrest of the founder of Telegram, a deeper look at Pavel Durov himself. We have the date of the iPhone event. We have a new record gaming number from Steam. And are Apple’s experiment with big budget Hollywood movies losing them bucket loads of money?
Aug. 26, 2024

Mon. 08/26 – Telegram CEO Arrested

French authorities have arrested Telegram CEO Pavel Durov. Chinese tech companies are spending like crazy on AI too, btw. What are the smart glasses and VR gear Meta is poised to give us next month? And Nvidia might make you rich, but it still seems like a bear of a place to work at.
Aug. 24, 2024

(BNS) The Crowdstrike Thing (With Overmind.tech)

Breaking down the Crowdstrike outage with Overmind.tech
Aug. 23, 2024

Fri. 08/23 – The Bolt Saga

Microsoft deprecating a feature that it launched back in 1985. There’s a pretty big loophole that is still letting China use H100 chips. The weird saga evolving over at Bolt. And, of course, the Weekend Longreads Suggestions.
Aug. 22, 2024

Thu. 08/22 – The Mike Lynch Saga

As Mike Lynch’s body is recovered off Sicily, a deeper look at what was a roller coaster of a life. More cross posting for Meta’s apps. We have a date for the re-release of Recall. Interesting executive shuffle at Apple. And more data showing the degree to which free streaming is upending the Strea…
Aug. 21, 2024

Wed. 08/21 – AI Grabs The Spotlight Back

AI news has been a bit quiet for a little while now, but the headlines came roaring back today. More evidence Waymo might be having some sort of tipping point. Can we really get 3D without the need to wear glasses? And the the interesting raise startup that is actually, literally, going to the moon…
Aug. 20, 2024

Tue. 08/20 – Checkin On How The Vision Pro Is (Or Is Not) Coming Along

New Raspberry Pi 5. Waymo’s rolling out its new self-driving tech. A major developer draws plaudits for going anti-AI. The tragic and odd story of that tech exec who is missing after his yacht sank. And after six months, how is the Apple Vision Pro evolving? What if it kind of isn’t?
Aug. 19, 2024

Mon. 08/19 – Everything Eventually Becomes An Advertising Business

Is X closing up shop in Brazil? Remember how Apple is trying to make their own modems? How’s that going? Why is the online dating sector suddenly struggling? And could the next big advertising platform actually be Walmart?
Aug. 16, 2024

Fri. 08/16 – Epic Saga Conclusion?

The Epic saga has reached a sort of conclusion. Epic saga. See what I did there? That California AI safety bill has been pruned a bit. You can now add you California drivers license to your smartphone wallet. And, of course, the Weekend Longreads Suggestions.
Aug. 15, 2024

Thu. 08/15 – Grok Will Let You AI Anything

The new version of Grok will pretty much let you make an AI image of anything or anyone. More rumors of an iPad/robot/smart home hybrid from Apple. Masa Son wanted Intel to spin up a competitor to Nvidia, but Intel reportedly couldn’t hack it. And is Sonos going to just say, heck with it, and re-re…
Aug. 14, 2024

Wed. 08/14 – When It Comes To AI On Phones, Google Does It Itself

All the details from yesterday’s pixel event, but especially the AI features that show how far ahead Google is. At least when it comes to putting AI on phones. We have official post quantum computing cryptography standards. And why they’re using iPhones to make offsides calls in soccer this season.
Aug. 13, 2024

Tue. 08/13 – Apple Comes For Patreon

Patreon is forced to change how it does things because Apple finally came to claim their vig. Have basically all our social security numbers been leaked? Crowdstrike owns its mistakes in person. And even if you build it, the chip factories might not come if nobody shows up to work.