Episodes

April 20, 2022

Wed. 04/20 – Netflix Earnings Bomb; Ads To The Rescue?

Netflix shares crater after earnings, and the company might be turning to ad-supported streaming to eke out some growth. Coinbase’s NFT marketplace is live. Why crypto stocks are uncoupled from the underlying crypto market. Why the surge in zero days might actually be good news. And the tech bubble…
April 19, 2022

Tue. 04/19 – Scraping The Web’s Still Legal

Courts have reaffirmed the right to scrape the public facing web. We have some hints about how the Twitter edit button might work. Updates on the whole Twitter/Elon situation. Microsoft wants to bring in-game ads to Xbox. And a new startup accelerator you’re gonna want to put on your radar.
April 16, 2022

(TWTR SPC) How To Navigate Tech As An Employee W/ @GergelyOrosz

Gergely Orosz of Pragmatic Engineer helps us figure out the strategy and expectations of joining a high profile startup, vs. the expectations and reality of joining a FAANG company. Also: the perils and promise and best practices of joining a startup, vs. the perils and promise and best practices o…
April 15, 2022

Fri. 04/15 – Twitter To (Poison) Pill Elon?

Twitter’s board is contemplating a poison pill to ward off Elon Musk. The US said North Korean hackers were behind that big Axie Infinity theft. Mark Gurman lists the Macs that are in line to get the M2 chips. And, of course, the weekend longreads suggestions.
April 14, 2022

Thu. 04/14 – Elon Hostile Takeover Of Twitter (Funding Secured?)

Well, he went and did it. Elon Musk told Twitter’s board he wants to buy the whole company. The bids for a Jack Dorsey NFT are anemic. A warning from the US government about industrial cyber-attacks. Meta’s entire metaverse product roadmap. And say hello to the new hottest social network among the …
April 13, 2022

Wed. 04/13 – Microsoft and ESET Help Ukraine Keep The Lights On

ESET and Microsoft helped Ukraine stop an attack on a power plant. Might CNN+ become a high profile casualty of the streaming wars? Elon Musk is facing a Twitter shareholder lawsuit. People aren’t happy that Meta’s metaverse vig is higher than even Apple dares charge. And, the new privacy-focused b…
April 12, 2022

Tue. 04/12 – Meta Will Pay You To Get Creative In VR

Meta rolls out a test to sell virtual items in Horizon Worlds. Ethereum takes a major step toward its proof-of-stake upgrade. Would you watch a Bored Ape movie? Apple has delayed a major feature for the Watch. Etsy sellers are on strike. And Netflix’s new two-thumbs-up button.
April 11, 2022

Mon. 04/11 – Elon DECLINES A Twitter Board Seat

By declining a seat on Twitter’s board, does that mean Elon has chosen violence? Plenty of signs of a mixed reality headset in the code of the next version of iOS. Meta tried and failed to design its own chip. China has decided to let some new games launch. And even if drone delivery is moving forw…
April 9, 2022

(Portfolio Profile) MRGN, With Yoni Rubin

MRGN.ai is all about intelligent budgeting for small businesses. Founder Yoni Rubin joins me to discuss the realities of founding a SaaS company in 2022, and much more. Another great company joining the Ride Home Fund portfolio!
April 8, 2022

Fri. 04/08 – Elon To Give A “Hello, Fellow Tweeps” AMA

Some folks at Twitter are nervous about Elon Musk’s arrival, so he’s going to do an AMA to rally the troops. Twitter is testing unmentioning. Robinhood is fully rolling out that promise wallet feature. The increasing lexicon of euphemisms people have to use to speak freely on sites like TikTok. And…
April 7, 2022

Thu. 04/07 – Zuck Bucks

The crypto dream might have died, but Meta still thinks the metaverse will need some for of currency. Maybe Zuck Bucks? OpenSea adds Solana NFTs. Shein is the world’s latest mega unicorn. Is Bolt pivoting from one-click checkouts to crypto payments instead? Legos in the metaverse. And DALL-E 2.
April 6, 2022

Wed. 04/06 – Twitter Says Yes To An Edit Button?

I told you Elon had no intention of being a passive investor. Twitter says an edit button is probably coming soon. So, you know, that Elon, he gets things done. One-click checkout startup Fast is shutting down completely. A deep dive into how the new Unreal Engine 5 fits into Hollywood, fits into g…
April 5, 2022

Tue. 04/05 – Twitter Ads “Passive Investor” Elon Musk To Its Board

So much for that “passive” stake. Twitter has appointed Elon Musk to its board of directors. Amazon is gunning for SpaceX in the race to deliver internet from space. Some datapoints around the whole question of wash trading in the NFT market. And what if I told you there was ANOTHER wildly popular …
April 4, 2022

Mon. 04/04 – Elon Musk To Take Twitter Private? Funding Secured?

So, Elon Musk has taken a 9.2% stake in Twitter. I’d point out that the last time Twitter had an activist investor, it led to Jack Dorsey stepping down as CEO. Is drone delivery suddenly, and rapidly, becoming a reality? The nation of the United Kingdom is going to issue an NFT. And Mark Gurman’s m…
April 2, 2022

(Bonus) Inventing FaceTime And iMessage With Apple Engineer Justin Santamaria

Justin Santamaria was once an Apple lead engineer on iPhone, where he created iMessage, FaceTime, the blue/green text bubbles and even unlocked emojis so people outside Japan could use them. Now, as cofounder of Future, he’s using text communication to pair people with a world-class trainer for unl…
April 1, 2022

Fri 04/01 – Is E3 Dead? Or Just Resting?

E3 is officially cancelled this year, which is making people wonder if it’s officially dead and we just don’t know it yet. More signs of serious trouble in the food delivery space. Facebook has fixed a bug that let harmful content into the news feed for six months. And of course, the weekend longre…
March 31, 2022

Thu. 03/31 – Hackers Forging Emergency Data Requests

Another day of all the hacking news. Now the hackers are forging Emergency Data Requests. Apparently there have been vulnerabilities in Wyze security cameras that no one bothered to fix. TSMC warns of a tech slowdown. Masa Son orders his lieutenants to slow down investing just a bit. And yes, burri…
March 30, 2022

Wed. 03/30 – The Axie Infinity Hack

I explain the (latest) biggest crypto hack of all time, this time affecting Axie Infinity. Meta is paying to dish dirt on TikTok. Changes to Google Calendar could kneecap a bunch of startups, while the DOJ is investigating Google Maps. And signs of difficulty in two red-hot startup sectors, the ins…
March 29, 2022

Tue. 03/29 – And Now NFL+ ?

Sony’s answer to Xbox Game Pass is here. Spotify wants to TikTok-up your podcast listening. Have you ever gotten a spam text from your own phone number? Okta still has some ‘splaining to do. And forget AppleTV+, Disney+, I dunno… BobRoss+, how about NFL+? Isn’t it inevitable?
March 28, 2022

Mon. 03/28 – Apple Wins Best Picture Oscar

Apple wins a best picture Oscar. Bigger camaras mean bigger bumps in upcoming iPhones. Urgent Chrome update you need to be aware of. You probably guessed that that person bugging you on LinkedIn might be faked. And Fashion Week, but in the Metaverse.
March 26, 2022

(TWTR SPC) Mark Gurman On Apple

Bloomberg's Mark Gurman comes on to dissuade us of our Apple delusions.
March 26, 2022

Profile Of Ukrainian Startup Lemon.io

Listeners from Ukraine got in touch to tell us what it has been like for one particular tech startup in Ukraine these last few weeks. From the founder of the company: Lemon.io, Alekskandr Volodarsky, @volodarik these are the charities he recommends:
March 25, 2022

Fri. 03/25 – Will Europe’s DMA Force AIM And MSN Messenger To Talk To Each Other?

Will the new EU Digital Markets Act mean that all messaging could soon become as interoperable as email? Some serious smoke around the whole grand unifying Apple subscription fire. Why Instacart is voluntarily lowing its valuation. And, of course, the weekend longreads suggestions.
March 24, 2022

Thu. 03/24 – Is A 16-Year-Old Behind Lapsus$?

Have we uncovered the hackers behind Lapsus$, that crazy new hacker group? Another crack in the App Store wall as Google unilaterally decides to test alternative payment systems? Uber is actually teaming up with the Taxi drivers here in New York City. And would you buy a 15 inch MacBook Air?