Episodes

(TWTR SPC) - WTF Netflix? W/ @loudmouthjulia

April 23, 2022

The great Julia Alexander (@loudmouthjulia) joins us to talk about Netflix's big earnings bomb, CNN+ biting the big one, and the state of the streaming wars.

Fri. 04/22 – The Demise Of CNN+ Makes Quibi Look Good

April 22, 2022

CNN+ only made it, what, 1/8th of a Quibi? There’s blood on the streaming wars dance floor. a16z’s new crypto research lab makes me feel like I have to start covering them like a startup or a conglomerate. More bad news for …

Thu. 04/21 – Ok. Funding Actually Secured?

April 21, 2022

Ok. Funding actually secured, Elon? For real this time? A look at Tesla’s good earnings and monster margins. Unions are coming for big tech, it seems. A reckoning is coming for the lightning cable, it seems. And advertising …

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

April 20, 2022

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. …

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

April 19, 2022

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. An…

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

April 16, 2022

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 prac…

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

April 15, 2022

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…

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

April 14, 2022

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 …

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

April 13, 2022

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…

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

April 12, 2022

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 a…

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

April 11, 2022

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 deci…

(Portfolio Profile) MRGN, With Yoni Rubin

April 9, 2022

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 portfo…

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

April 8, 2022

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…

Thu. 04/07 – Zuck Bucks

April 7, 2022

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 chec…

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

April 6, 2022

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 …

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

April 5, 2022

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 …

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

April 4, 2022

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…

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

April 2, 2022

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…

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

April 1, 2022

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 c…

Thu. 03/31 – Hackers Forging Emergency Data Requests

March 31, 2022

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 S…

Wed. 03/30 – The Axie Infinity Hack

March 30, 2022

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 G…

Tue. 03/29 – And Now NFL+ ?

March 29, 2022

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 d…

Mon. 03/28 – Apple Wins Best Picture Oscar

March 28, 2022

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 W…

(TWTR SPC) Mark Gurman On Apple

March 26, 2022

Bloomberg's Mark Gurman comes on to dissuade us of our Apple delusions.