Episodes

Nov. 11, 2022

Fri. 11/11 – A Summary Of This Crazy Week

Just two big stories, as it’s been all week, but instead of ONLY giving you the latest, I want to try to sum up where I think we’re at as this week ends. What, I think, in the end, actually happened with FTX. And are we SURE Elon isn’t trying to tank Twitter on purpose? And, of course, the weekend …
Nov. 10, 2022

Thu. 11/10 – Binance Lets FTX Dangle

More twists and turns in the FTX, SBF, CZ saga as the entire crypto sector continues to get rocked. I’d love to tell you what is going on with Twitter’s whole checkmark saga, but I don’t know, Elon doesn’t know, and frankly, by the time you hear this, it’s likely to have changed anyway. GitHub is g…
Nov. 9, 2022

Wed. 11/09 – CZ & SBF Make FTX Go Boom?

The Meta layoffs are here and they’re brutal. But rumors are, TikTok is cutting back also. What even is the new Twitter subscription product at this point? Does anybody know? And if you look at today’s show title, and it’s just a bunch of gibberish, hopefully I can explain the big crypto blowup fro…
Nov. 8, 2022

Tue. 11/08 – FTX: You Ok, Bro?

Why has FTX appeared to have halted withdrawals? Innocent explanation, or could we have another big crypto blowup brewing? What if Elon just says, screw it, and puts all of Twitter behind a paywall? What happens if NFT marketplaces stop honoring royalties? And why is Apple having a hard time with i…
Nov. 7, 2022

Mon. 11/07 – Meta Layoffs Incoming?

Looks like those rumors of massive Meta layoffs might be coming true this week. Covid has led to brand new iPhone shortage worries. Is Apple about to make it easier to invoke Siri? Airbnb has made it easier to understand the true cost of a rental. And this weekend in the Twitter Clown Car.
Nov. 4, 2022

Fri. 11/04 – The Twitter Layoffs

The layoffs have begun at Twitter. And while Twitter might shutter its Substack competitor, Substack has moved into Twitter’s turf by launching a sort of discussion platform. DALL-E API’s are now available for you to use. What it’s like to use Netflix’s new ad-supported tier. And, of course, The We…
Nov. 3, 2022

Thu. 11/03 – How About Some Non-Twitter News?

Is TikTok still in danger of running afoul of government bans? WhatsApp gets Groups. Gmail gets package tracking. Instagram gets NFT minting. Patreon gets video hosting. Layoffs come for Stripe. Yes, there was some Twitter news too. And is the Adobe/Figma deal in trouble?
Nov. 2, 2022

Wed. 11/02 – PlayStation VR2 Deets Revealed

We know when the PlayStation VR2 is coming, when you can pre-order it, and how much it’s gonna cost. What do you know? A bunch of news in the whole Twitter saga. The reality of the ransomware industrial complex. And an interesting new Mac app to help you remember everything you’ve ever done on your…
Nov. 1, 2022

Tue. 11/01 – Twilight Of The Blue-Checks?

Will charging for blue checks actually help Twitter monetarily or… frankly, any way, at all? Amazon has expanded ad-free Music. YouTube is bundling streaming services. Why Uber Eats is interesting inside of Uber earnings. And is it time to start worrying about Sony’s strategy with the Playstation?
Oct. 31, 2022

Mon. 10/31 – Would You Pay $20/Month For Twitter Blue?

Just, massive wholesale changes at Twitter, including possibly making folks pay up for features. Pitty the poor tech billionaires who have collectively lost half a trillion in wealth this year. When the M2 MacBook Pros should be showing up. And what colors might you be blocked from using on Adobe p…
Oct. 29, 2022

(Portfolio Profile) Readocracy

Readocracy is restoring sanity to the world by making how you inform yourself count for something. Troll-free, bot-free, ad-free.
Oct. 28, 2022

Fri. 10/28 – It Actually Happened

Area man completes acquisition of social media platform. And now the fun begins? Amazon had bad earnings, but Apple mostly didn’t. YouTube is trying to be like TikTok too, but they’re giving their users options. And of course, the weekend longreads suggestions.
Oct. 27, 2022

Thu. 10/27 – Meta (Insert Bomb Emoji Here)

(BOMB SOUND). That’s the sound of Meta’s disastrous earnings announcement yesterday. That’s the sort of insightful analysis you come to this podcast for. But also, Argo AI is shutting down. Google Cloud has a new blockchain tool for developers. And the Elon Twitter thing is happening. It’s really h…
Oct. 26, 2022

Wed. 10/16 – Meta Calls Apple On Its "Rentier Capitalism"

Meta and Spotify both call Apple out on their recent App Store aggressiveness. Soft earnings from Microsoft and worrying earnings from Alphabet. Twitter seems to already be hemorrhaging its power users. LinkedIn fights its own bot war. And are unicorns back to becoming a rare thing?
Oct. 25, 2022

Tue. 10/25 – “Extractive Rentier Capitalists”

Apple tries to wedge the App Store vig into another market. Prices are going up for your favorite Apple services. Shutterstock is partnering with OpenAI cause if you can’t something them, join them! And what is the deal with Stage Manager on the iPad?
Oct. 24, 2022

Mon. 10/24 – Investing In Chinese Tech Means Investing One Man’s Whims?

Did investing in Chinese tech become a fool’s errand over the weekend? A deep dive on how TSMC is caught in the middle of all the things. Is Elon’s Twitter deal presenting systemic risk to corporate finance? Are M2 Mac Pro and Macbook Pro’s still coming soon? And Bono tries to justify putting that …
Oct. 22, 2022

(TWTR SPC) The AI Moment With @pt, @miguelisolano & @mignano

Talking this week's big week for AI, with Parker Thompson (@pt) plus @miguelisolano & @mignano
Oct. 21, 2022

Fri. 10/21 – What If Uncle Sam Let’s Elon Off The Hook?

I said Elon’s name five times in front of a mirror and the whole Elon/Twitter headlines came flooding back into our lives. Forbes alleges that they’ve caught TikTok doing the thing that everybody fears. What if I told you there was a third huge AI raise story to round out this week? And of course, …
Oct. 20, 2022

Thu. 10/20 – A Day Of Reviews

The big Solana challenger had a terrible first day of trading. Previews of the new Thunderbolt standard. Reviews of the new Raptor Lake chips. Uber takes a page out of the New York City taxi playbook. And the first hands-on, quasi-review of Meta’s high end VR headset.
Oct. 19, 2022

Wed. 10/19 – What Even IS Apple’s iPad Strategy?

Netflix actually beat on earnings and customer additions. Why their pivot to ads might actually be in line with their long-term strategy. Yesterday’s iPad releases were even more complicated, and stranger, frankly, than I told you. Bluesky is still plugging away on decentralized social media. And a…
Oct. 18, 2022

Tue. 10/18 – It’s AI Vs. The Metaverse, And AI Seems To Be Winning

New iPad Pros and new Apple TV 4ks. Meta walks away from the Giphy acquisition. Layoffs at Microsoft. High attrition at Amazon. Mobileye is probably going to IPO at a significant discount than people hoped? And why I’ve been telling you that the energy in Silicon Valley is switching to AI startups.
Oct. 17, 2022

Mon. 10/17 – Kanye To Elon: Hold My Beer

Looks like Ye, née Kanye West, is going to try to buy the social network Parler. A look at the Chinese export controls that could potentially force American executives to choose between their jobs and their American citizenship. Wait until you hear about the Mango Markets exploit. And what do you t…
Oct. 14, 2022

Fri. 10/14 – Meta Lied About Legs?

We now know how much Netflix with Ads will cost; we think we know how many ads they have to show us to make up for the lost revenue. What is unclear is if people will watch that many ads. It looks like Zuck lied to us about having legs in the Metaverse. Something something, eventually every company…
Oct. 13, 2022

Thu. 10/13 – The End Of The Office Era

Signal is phasing out SMS and MMS. Microsoft is sunsetting Microsoft Office branding. The SEC is poised to officially ban some Chinese hardware. Is AR not living up to its promise as a tool for soldiers on the battlefield? And would you ghostwrite tweets for prominent venture capitalists? There’s g…