Episodes

July 26, 2022

Tue. 07/26 – Why Big Tech Hates The Leap Second

Is the SEC about to crack down on Coinbase? Why is Kylie Jenner mad at Instagram? Why are all the big tech companies mad at the leap second, of all things? And a deep dive look at what Amazon probably wants to do with its big healthcare acquisition.
July 25, 2022

Mon. 07/25 – NFL+

NFL+ arrives, and at the end of the show, we’ll take a deep dive into sports rights as the great free radical in the streaming wars and the evolution in sports in general. In between that, people accuse Sam Bankman-Fried of lowballing them. More details on the so-called Apple Watch Pro. And if I to…
July 23, 2022

(TWTR SPC) - Fake Review Economies And How Social Networks Win

Saoud Kalifah of FakeSpot.com joins us to discuss what I guess we could call, the fake review economy. Chris made a compelling case for the new Browser Company browser Arc. I try to find my way to a Brian’s Unified Theory of what makes new social networks succeed.
July 22, 2022

Fri. 07/22 – Not Great, Bob! Snap And Twitter Edition

Well, things weren’t so rosy with Twitter earnings, and downright abysmal over at Snap. The Feds bring the first ever case for insider trading in the crypto space. Your next smart lock might draw its power from your phone as you use it. And, of course, the weekend longreads suggestions.
July 21, 2022

Thu. 07/21 – Did Tesla Trigger The Crypto Crash?

Amazon is acquiring actual doctors offices. Facebook splits the newsfeed to make it more TikTok-y. Minecraft foreswears NFTs. The big tech platforms are pausing hiring now too. Did Tesla cause the crypto crash? And DALL-E 2 is now more widely available.
July 20, 2022

Wed. 07/20 – Netflix Earnings Not SO Bad

Netflix reported earnings that weren’t as bad as even they had been telegraphing. So that’s something. The court case is already going against how Elon Musk hoped it would go. What’s up with everyone leaving Neuralink? And a deep-dive look at BeReal. Is it the next big thing or just the latest fad?
July 19, 2022

Tue. 07/19 – Amazon Sues Facebook (Group Admins)

Amazon is stepping up its war against bogus product reviews. Netflix is testing more crackdowns on password sharing. Slack is raising prices. ESPN+ is raising prices. But one streaming service is actually LOWERING prices? And mark your calendars, cause the Fall product launch season is upon us.
July 18, 2022

Mon. 07/18 – It’s Vibe Shifts All The Way Down

Everything we cover is in a full vibe shift of… pulling back. Coinbase sent some eyebrows up over the weekend, but insolvency is off the table. Right? Right? Adam Newmann’s crypto startup is hitting the pause button. All the rapid delivery startups that flooded New York City last year seem to be do…
July 16, 2022

(Portfolio Profile) ArcX

Ride Home Fund's latest investment: the smart ring/device controller ArcX! More at https://arcx.fit/Invest in ArcX via the Ride Home Fund here.
July 15, 2022

Fri. 07/15 – The “Vibe Shift” At Amazon

Now the haircuts have come for Stripe, but they took theirs voluntarily. Who’s responsible for the big hole on Celsius’ balance sheet? Twitter wants to let devs make their own timelines. Will Amazon voluntarily exit the white label business. And, of course, the Weekend Longreads Suggestions.
July 14, 2022

Thu. 07/14 – Is TikTok A Threat To Google Search?

Celsius files for bankruptcy. Tesla loses a key Autopilot exec. Netflix chooses Microsoft for it’s ads partnership. Could TikTok be a long-term problem for Google Search? And the reviews are in for the new Macbook Airs with M2 chips.
July 13, 2022

Wed. 07/13 – Twitter Takes The Gloves Off

Twitter officially sues Elon Musk and by the sound of things, has decided to go to the mattresses. Has Apple officially cut ties with Jony Ive? Here come the tech mergers and acquisitions. How streaming has officially killed traditional tv by at least one measure. And an interesting new gadget. Not…
July 12, 2022

Tue. 07/12 – What If (And Hear Me Out) We Actually Owned The Things We Buy?

Liquidators say they can't find the Three Arrows Capital founders. The FTC will crack down on data-anonymization claims. Another smart home company decides to brick some of the hardware that people paid good money for. Hopin is the latest highflyer to fall to earth with layoffs. And what it’s like …
July 11, 2022

Mon. 07/11 – What Happens Now With Elon And Twitter.

The famous stock market player Bernard Baruch once said, paraphrasing: Whatever men attempt, they seem driven to overdo. When hopes are soaring, I always repeat to myself that two and two still make four. The main purpose of the market is to make fools of as many people as possible. Today, stories …
July 11, 2022

Mon. 07/11 – What Happens Now With Elon And Twitter

The famous stock market player Bernard Baruch once said, paraphrasing: Whatever men attempt, they seem driven to overdo. When hopes are soaring, I always repeat to myself that two and two still make four. The main purpose of the market is to make fools of as many people as possible. Today, stories …
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Mon. 07/11 – What Happens Now With Elon And Twitter
July 8, 2022

(IHP) The eBay Story Part 2

Part 2 of the eBay story from the Internet History podcast.
July 7, 2022

Thu. 07/07 – Apple Lockdown Mode

Apple has a new lockdown mode to triage a whole range of cyberattacks. Also, Mark Gurman has some details on that new, expected, “rugged” Apple Watch. Twitter is testing co-tweets. More details on the new version of Meta’s VR headset. And the weekend longreads suggestions. I’ll explain.
July 6, 2022

Wed. 07/06 – How To Beat The Quantum Rap

Will regulators wreck the great gaming consolidation? Can the US bully it’s way to blocking China’s chip development? Are Dilithium crystals the key to saving crypto from quantum computing? And why the crypto crash has been a footnote for Wall Street. At least, so far.
July 5, 2022

Tue. 07/05 – What Did I Miss?

The Crypto Crash goes ever onward. Klarna is going on a realty tv show called, Now That’s what I Call A Haircut! The hackers have come for the Chinese surveillance state. The World Cup is going to have the robots call offsides. And Steve Jobs is getting the Presidential Medal of Freedom.
July 4, 2022

(IHP) The eBay Story Part 1

From my original Internet History Podcast, the first of my two episodes outlining the story of eBay, in-depth, as I make the strong case that it was maybe the most important and overlooked startup of the Web 1.0 era. Part 2 of this story coming on Friday.
July 2, 2022

(TWTR SPC) Aprés Spotify w/ Anchor Founder @mignano

Time for some deep analysis of the podcast industry. Is Spotify gonna take over all of audio? Is the blockchain useful for podcasting? What is the great Michael Mignano doing next, after leaving Spotify and Anchor?
July 1, 2022

Google Talk (Dec. 2018)

While I'm away briefly for vacation, here's a talk I gave at Google in December 2018 around the time my book came out. Just a condensed dose of my entire thesis of the technology industry's history from 1994-2006. Nothing much new if you've read my book, but if you want the cliff's notes version, h…
June 30, 2022

Thu. 06/30 – If Sam Bankman-Fried Is Afraid To Give You Money…

One good thing about the crypto crash is you can get affordable graphics cards again. Layoffs come to the Metaverse. Samsung is producing the first 3nm chips. Apple wants you to pay for your gas without getting out of your car. Though, you’d still have to get out to pump, I suppose. And, bit of a s…
June 29, 2022

Wed. 06/29 – Netflix Running Up That Hill

I joke its Groundhog Day, but if you’re a crypto billionaire, you probably want the repetition to end as much as anyone. Wait, is TikTok suddenly in trouble with the US government again? A new line of chips from Arm. Sony wants to play to PC gamers. And why Netflix doling out Stranger Things in por…