Episodes

June 21, 2023

Wed. 06/21 – Dropbox AI

Dropbox joins the AI bandwagon. Lots of news from Twitch. Netflix changes how it calculates its top 10. Mark your calendars for Prime Day. And what all the things Apple DIDN’T demo for their new headset might reveal about the directions in which the product could evolve.
June 20, 2023

Tue. 06/20 – Spotify To Go “Supremium”

Spotify is thinking of bucking the “max” and “ultra” naming convention and might introduce “supremium.” What if FTX, the exchange, makes a comeback? One of the hottest sectors in VC right now is defense. And the story of how Meta is playing catchup when it comes to AI.
June 18, 2023

(IHP) Eugene Wei On How Amazon Won

No joke, this is one of my favorite episodes we've ever done. Eugene Wei was an early employee at Hulu, so we get some details on that company for the first time, and he also worked at Flipboard and Oculus, so we get some important context especially on the future of VR and the like. But the most fascinating stories you'll hear will be about Amazon, where Eugene was the first analyst in the strategic planning department. As you'll hear, Eugene had a unique perspective on Amazon's early strategy and business structure, almost a historically unique perspective... he could see month to month, how Amazon was built, what Amazon was trying to do, and why. This is such an amazing perspective on such an important company.
June 16, 2023

Fri. 06/16 – Google Does it Again

Google does it again. For like the 10th time just since I’ve been doing this podcast. What is “it?” You’ll hear in a second. The whole Reddit thing is simultaneously seeming to calm down, AND heat up, largely thanks to Reddit’s CEO. Will we finally get a bitcoin ETF this time? And, of course, the weekend longreads suggestions.
June 15, 2023

Thu. 06/15 – Everbody Does Ads Now

The every platform can be an ad platform too march continues. This time, it’s Uber. Intel drops the “I.” Google lens can check your skin condition. Another breakthrough in quantum computing. And why Apple bringing back the answering machine is a feature lots of folks, including me, are actually happy about.
June 14, 2023

Wed. 06/14 – EU Threatens Google With A Breakup

The European Commission might have just taken the first steps toward separating Google from its cash cow. Reddit’s CEO keeps saying not so soothing things. New Open AI and Meta releases for… AI stuff. Cybersecurity premiums are skyrocketing. Spotify has fully shifted its podcast strategy. And a look at the tech job market as AI takes over.
June 13, 2023

Tue. 06/13 – New Beatles Song Thanks To AI

The FTC has filed an injunction to block the Microsoft/Activision tie-up. Netflix is dipping its toe into live sports. Why Larry Ellison is thankful AI showed up on the scene. The whole Reddit situation came to a head partially cause of AI. And one guess why we’re about to get a new Beatles song.
June 12, 2023

Mon. 06/12 – Why Your Favorite Subreddit Might Go Dark.

Why your favorite subreddit might be going dark. Why a16z opened an office in the UK. Why AI seems to be recycling the same few dozen jokes when you ask it to be funny. A new AI music generation tool. And the first reviews of the 15-inch Macbook Air.
June 10, 2023

(IHP) Microsoft CTO Kevin Scott

Kevin Scott is the current Chief Technology Officer of Microsoft. We talk about his entire career, how being an academic seemed to be his path before he transformed the ads system at Google. Then he revolutionized the entire advertising industry at AdMob; is credited by some people by saving LinkedIn from technical rot; and now, today, oversees Microsoft's efforts in AI, VR/AR all the future things. Fantastic conversation.Kevin's podcast is: Behind the Tech
June 9, 2023

Fri. 06/09 – Zuck’s Not Worried About Apple’s Headset (Corrected)

Lots of juicy nuggets from a recent all hands over at Meta. Binance.US looks like it’s on the road to shutting down. The first trials of AI tutors for kids are happening. The self-driving revolution I’ve been waiting for seems to be happening. And the Weekend Longreads are happening. As always.
June 8, 2023

Thu. 06/08 – The Gloves Come Off In The Binance Case

So, the Binance case is already getting testy with some wild accusations flying in both directions. Twitch walks back some ad guidelines after only two days. WhatsApp is adding channels. Prime Video is probably about to add ads. Adobe will protect you from lawsuits if you use their AI tools. And how AI might have just extended Moore’s Law a bit.
June 7, 2023

Wed. 06/07 – Maybe Apple DOES Want To Get Serious About Mac Gaming

Maybe I was wrong. Maybe Apple does want to get serious about gaming on the Mac after all. Maybe I was right. Sequoia splitting in three IS about China after all. Samsung is holding an event at home for the first time in forever. And Matt Levine answers my questions about what now for Coinbase? Back to just trading bitcoin and ether?
June 6, 2023

Tue. 06/06 – The SEC Sues Coinbase

The SEC has officially sued Coinbase. Sequoia plans to split into 3 separate VC firms. Why did Apple announce a bunch of AI features yesterday but shy away from name dropping AI? And all anyone really cares about right now: two different hands on experiences with the Apple Vision Pro. What is this thing like to actually use?
June 5, 2023

Mon. 06/05 – WWDC And The Apple Headset

The Apple headset is called the Apple Vision Pro. It’s more expensive than people thought, but it was maybe more impressive than I expected. Oh, also, a new 15-inch MacBook Air. New OS versions and features. And the SEC is officially suing CZ and Binance.
June 3, 2023

(IHP) She Gave The World A Billion AOL CDs

Jan Brandt is a legend in the world of marketing. She singlehandedly led the famous AOL "carpet-bombing" campaign that put millions of AOL trial discs and CDs in everything from magazines to popcorn boxes to banks. AOL was able to leap to the front of the online pack, over competitors like CompuServe and Prodigy largely on the success of this campaign. Jan tells us how this strategy developed, the thinking that went into it and goes into great detail about what worked and what didn't. But she was also a very early AOL executive, so she is able to give us some fantastic background about AOL the company: its culture, its people and its visionaries–people like Steve Case. She takes us from AOL's beginnings, through its considerable growing pains (remember "America On Hold?") its rise to dominance in the dot-com era, and even gives us her perspective on the legacy of the AOL/Time Warner merger.
June 2, 2023

Fri. 06/02 – An Amazon Prime Phone Service?

A check-in with Elon and Twitter sees things pretty much as they’ve been for about a year now. Is Amazon about to release a low-cost cell phone plan for Prime members? Airbnb is suing New York City over a new law it sees as an existential threat. And, of course, the weekend longreads suggestions.
June 1, 2023

06/01 – Meta Front-Runs The Quest 3

Zuck tried to front-run the Apple headset announcement this morning. Amazon pays some fines. Apple is testing two new high-end Macs. Microsoft actually seems to be struggling when it comes to game development. And what happens to your crypto project, if you can’t get in touch with the one person in the project who has control of the keys?
May 31, 2023

Wed. 05/31 – AI Industry Says: “Regulate Us!” But Why?

Big names in the AI industry are basically begging governments to regulate AI. But some people are wondering about their motives. The considerations the Biden administration is taking into account vis-à-vis AI regulation. New Garmin smartwatches. And why the Lovecraftian Shoggoth is the meme of the AI moment.
May 30, 2023

Tue. 05/30 – Nvidia Joins The $1T Club

As Nvidia joins the rarified trillion dollar market cap club, their recent announcements highlight why they’re truly the center of the current AI moment. ARM transitions to a comprehensive 64-bit platform. Hands-on with Meta's Quest 3 prototype. And those weird new CAPTCHA’s you’ve been seeing? Yes, AI is responsible.
May 29, 2023

(IHP) Gary Flake On The Search Wars

(Originally aired February 2017)Gary Flake has been involved with search technology ever since he got turned on to this particular field in college. In this wide-ranging discussion, Gary lays out for us, basically, the history of search technology before Google, the impact of Google, and then, since he lived it, the notion of competing with Google. The reason why Gary can talk so in depth about all of this is that he was Yahoo’s Chief Science Officer in the early 2000s, when Yahoo, via the infamous project Panama, and other initiatives, attempted to keep Google from taking over the entire search market. And because, prior to that, Gary was at Goto/Overture, he gives us basically the entire story of the birth of paid search as an industry. The story of Google is about two miracles. The first miracle is the Google algorithm that essentially solved search. And the second miracle is paid search… AdWords, AdSense, all of that… which is essentially the greatest advertising machine ever in…
May 28, 2023

(IHP) The History Of Google Parts 1 And 2

When Larry and Sergey first met, they didn’t like each other much...BIBLIOGRAPHY:In The Plex: How Google Thinks, Works, and Shapes Our Lives The Google Story How Google Works The Search: How Google and Its Rivals Rewrote the Rules of Business and Transformed Our Culture Googled: The End of the World As We Know It The Google Guys: Inside the Brilliant Minds of Google Founders Larry Page and Sergey Brin I’m Feeling Lucky: The Confessions of Google Employee Number 59 http://www.newyorker.com/magazine/2000/05/29/search-and-deploy http://archive.fortune.com/magazines/fortune/fortune_archive/1999/11/08/268521/index.htm
May 27, 2023

(IHP) The History Of Internet Porn

So, I ran across this quote from Star Trek television producer Rick Berman. He said, “Without porn and Star Trek, there would be no Internet.” That’s a notion that I have to say really kind of rang true to me, in a tonge and cheek sort of way. I mean, it’s something you hear all the time. The idea that pornography leads the way with any new technological innovation. That Porn is some x-large percentage of the overall internet Do you ever wonder how much of the internet is actually porn? If it’s such a large amount then wouldn’t it be worth investigating how porn has shaped the web and the internet generally? That’s sort of the thinking that led me to begin thinking about this episode.
May 26, 2023

Fri. 05/26 – AI Google Search Is Here

We get our first look at how Google is integrating AI into search. You heard me warn you, but the most concrete example yet that Crypto VCs might be turning their attention to AI. WhatsApp is probably moving to usernames. The Weekend Longreads Suggestions. And, for this long weekend, Brian’s Book Recommendations.
May 25, 2023

Thu. 05/25 – Even Presidential Candidates Suffer From Twitter Glitches

The whole Twitter Space presidential announce did not go well. Microsoft says Chinese hackers have burrowed into critical US infrastructure. Sony has a handheld gaming device, but a true descendent of the PlayStation Vita it is not. Quite. Has AI allowed a paralyzed man to walk again? And the world’s newest unicorn is maybe the most delightful interesting raise of the year.