Episodes
Nov. 28, 2023
Tue. 11/28 – NameDrop Is Safe, Despite What Police Say
AI foundation models are coming to more AWS products. Why are police departments scaremongering about that NameDrop feature on iPhones? Why is Google Drive losing peoples’ files? And Ikea’s new super cheap smart-home starter devices.
Nov. 27, 2023
Mon. 11/27 – ByteDance Retrenches
A thin client from AWS. More bad news for gaming as ByteDance pulls back from its gaming ambitions in a major way. Governments have more new joint guidelines for AI development. And Amazon now delivers more packages than either FedEx OR UPS.
Nov. 26, 2023
(IHP) The "First" Extremely Online Person, Justin Hall
A lot of people give credit to Justin Hall for being, if not the first, then spiritually, at least, the “first” blogger. Since early 1994, first as Justin’s Homepage and at various points, as Justin’s Links from the Underground and Links.net, Justin Hall has been writing online and sharing online—e…
Nov. 25, 2023
(IHP) The Gary Kildall Legend Part 2
This about the man who invented the modern disc operating system (the OS) and the concept of the software platform. That man was Gary Kildall. And the question we examine in this episode is, why is Bill Gates the richest man in the world, and not Gary Kildall? Could things have turned out different…
Nov. 24, 2023
(IHP) The Gary Kildall Legend Part 1
This about the man who invented the modern disc operating system (the OS) and the concept of the software platform. That man was Gary Kildall. And the question we examine in this episode is, why is Bill Gates the richest man in the world, and not Gary Kildall? Could things have turned out different…
Nov. 23, 2023
(IHP) How The Dotcom Bubble Happened
From the Internet History Podcast, the background, root causes and rough outline of the dotcom bubble. How it happened, why it happened... and why it's unlikely to happen again anytime soon.
Nov. 22, 2023
(Portfolio Profile) SF Compute
Find out more at SFCompute.com. But also, to cut the line and get your hands on some time with some chips, email: ridehome@sfcompute.com
Nov. 21, 2023
Tue. 11/21 – The Sam Altman Thing Is Nowhere Near Resolved
The Sam Altman thing is nowhere near resolved, and what does that mean, especially for Microsoft? Elon sues Media Matters. And if your YouTube videos have been behaving strangely of late, I think I can tell you why.
Nov. 20, 2023
Mon. 11/20 – Where We Are With The Sam Altman Drama
There’s really only one story today, the whole, Sam Altman got fired by OpenAI’s board but then they tried to get him back, but then Microsoft hired him, and now OpenAI employees are threatening to quit en masse, story. But also, the CEO of Cruise has stepped down. And Linda Yaccarino’s friends are…
Nov. 19, 2023
(Portfolio Profile) Freeplay
Find out more at Freeplay.ai.
And find out more about the Ride Home Fund here.
Nov. 18, 2023
(Bonus) Me On The "Securities" Podcast Talking AI And Regulatory Capture
Links:
"Securities" newsletter
"Securities" podcast
Danny's twitter
Nov. 17, 2023
Fri. 11/17 – Apple Adopts RCS
Surprising almost everyone, Apple is adopting the Google-led RCS messaging standard. IBM suspends its advertising on X. Amazon is selling new cars on Amazon.com. A rebirth of Quibi? The surprising biggest mobile game of the year? And, of course, the Weekend Longreads suggestions.
Nov. 16, 2023
Thu. 11/16 – Microsoft’s Ignite Conference
All of the big announcements from Microsoft’s development conference yesterday, including the debut of their own AI chips. YouTube is bringing AI to Shorts. Threads is kinda doing hashtags, though Chris Messina has thoughts. And the new UPS warehouse where the robots way outnumber the humans.
Nov. 15, 2023
Wed. 11/15 – Bridging The Great Blue Bubble Divide
Nothing has come up with the first large scale way to send iMessages even if you’re on Android. Those new OpenAI products are so popular, they’re actually pausing your ability to use them. DeepMind has a model that can predict the weather more accurately than humans. And the Cadillac of web cameras…
Nov. 14, 2023
Tue. 11/14 – Google Pays Apple HOW Much?
Two different trials reveal some details of Google’s various deals with various platforms that they probably wish didn’t become public. Why aren’t the Fed’s arresting those casino hackers? Two interesting new initiatives from Uber. And OpenAI has an independent board that gets to decide when AGI ha…
Nov. 13, 2023
Mon. 11/13 – Can OpenAI Outrun Everybody?
penAI is probably going to raise a ton more money to attempt to stay at the top of the AI heap. You might get your money back if you get scammed on Zelle all of the sudden. Would you trust ex-FTX executives to launch a new crypto exchange? And why did Apple pause all OS development for a week recen…
Nov. 13, 2023
(Portfolio Profile) Automated Data (Corrected)
Our first Ride Home AI Fund Portfolio Profile Episode: Automated Data
Nov. 11, 2023
(Portfolio Profile) Automated Data
Our first Ride Home AI Fund Portfolio Profile Episode: Automated Data
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Nov. 10, 2023
Fri. 11/10 – The Humane Ai Pin Is The Star Trek Combadge
More details on that whole Humane Ai Pin device cause whatever you think about it, it’s the first radically new take on computing that we’ve seen since the smartphone. The first company to do carbon capture in the US is operational. I’ll tell you how it works. And, of course, the weekend longreads …
Nov. 9, 2023
Thu. 11/09 – The First AI Wearable
We’re getting our first look at the first ever AI hardware product from Humane today. Once Disney swallows Hulu it’s going to create one app to stream them all. Samsung joins the AI race. The Esports world continues to blow up. And a judge has ruled that your car can continue reading your text mess…
Nov. 8, 2023
Wed. 11/08 – The First AI Election
Big tech platforms are preparing for the first big election of the AI era. Why even Microsoft is so desperate to get its hands on AI chips. Some incredibly bearish signs from crypto. But could we actually see a crypto IPO happen soon? Don’t sleep on Amazon’s healthcare ambitions. And never underest…
Nov. 7, 2023
Tue. 11/07 – An App Store, But For GPTs
OpenAI wants to open an App Store where everyone can build their own GPTs. There’s also a new GPT-4 that has gotten significantly cheaper. Did Cruise know its cars were underperforming even before the DMV shut them down? WeWork is officially dead, but are we seeing green shoots… evidence that the t…
Nov. 6, 2023
Mon. 11/06 – Elon “Groks” AI
Elon releases his AI model. The Chinese AI startup that has hit unicorn status in just 8 months by going the open source route. The reviews of the new Mac with M3 chips are out, and they’re generally good. But if you’ve been pining for a new 27 inch iMac, I’ve got some very bad news for you.
Nov. 3, 2023
Fri. 11/03 – SBF Guilty
Sam Bankman Fried has been found guilty. The FTC alleges Jeff Bezos ordered Amazon to boost junk ads. Elon Musk says Starlink is almost profitable. He also says he’s about to release his own AI model. And in the Weekend Longreads Suggestions, is Elon about to give Joe Rogan a new lily pad to take h…