Episodes

Aug. 4, 2023

Fri. 08/04 – HUGE Show News

Apple and Amazon earnings make me wonder if the law of large numbers is dead. Coinbase is willing to argue over what the definition of is is. Threads continues its precipitous decline. The weekend longreads suggestions. And be sure to listen to the end of the show for some big, big show news. Bigge…
Aug. 3, 2023

Thu. 08/03 – Pandemic High Fliers Crash To Earth

Two stories today of startups who flew high during the pandemic, but have crashed down to earth in meaningful ways. NFT trading volumes might be sinking, but developers continue to flood into the space. And does Goldman Sachs want out of the whole Apple Card partnership?
Aug. 2, 2023

Wed. 08/02 – Elon’s Gonna Get Me To Pay For Blue

Seems like I’ll have to be paying up for an X Blue subscription any day now. Meta releases a new AI music generator. We might actually be getting a big tech IPO in a matter of weeks. Amazon is readying an aggressive new push into groceries. And what happens when an online creator replaces themselve…
Aug. 1, 2023

Tue. 10/01 – Uber Profitable

Uber reports meaningful, not gimmicky profitability for the first time ever. Meta’s gonna give you AI chatbots with personality. Google is overhauling Assistant with AI stuff. Even Pierson is getting ahead of the whole, let AI tutor you on stuff, stuff. Nintendo is probably giving us a new console …
July 31, 2023

Mon. 07/31 – Will Only Bitcoin Survive?

Brian Armstrong strongly hints that US regulators believe only Bitcoin is legal. A deep dive into what we can expect from this year’s iPhones. Is the US crackdown on tech to China having a real impact? And the artist that tried to take his art out of Stable Diffusion, only to have the community pul…
July 28, 2023

Fri. 07/28 – Is The Clock Ticking For Threads?

The whole Threads saga has been a whirlwind. At the beginning of the month I asked if Threads had already won. At the end of the month, I’m wondering if the clock is ticking in terms of their chances of survival. Generative AI but for robots. Again. Real robots. Are VCs pulling back from the crypto…
July 27, 2023

Thu. 07/27 – Meta Back To Par

Meta’s earnings say, hey, let’s just forget the last two years even happened. Is the next iPhone about to get an “action” button? What does it mean if Waymo is basically hitting pause on self driving trucks? Checking in on SBF. And a super fast new version of 5G.
July 26, 2023

Wed. 07/26 – Samsung Unpacked Event

All the headlines from the big Galaxy Unpacked event today. This was the foldable event, but there were interesting watch announces too. Quick earnings roundup. Threads gets a follower tab. And the group that wants to battle Apple and Google in maps dominance has released their first product.
July 25, 2023

Tue. 07/25 – X Fallout Continues (Insert Xander Cage Joke Here)

Twitter. The Arc Browser is now available for anyone to try out. And if you think Elon likes to have his hand in a lot of pies, a look at the increasing, and increasingly ambitious portfolio of Sam Altman-related companies.
July 24, 2023

Mon. 07/24 – This Podcast Is Now Called X Ride Home

Elon makes good on his promise to rebrand Twitter as… X. Moar price hikes in streaming! Worldcoin has officially rolled out its token, so long as you’ve scanned your eyeball. Let me introduce you to the Flipper Zero. And should it be titled: Hollywood Strike: Rise Of The TikTok Stars?
July 21, 2023

Fri. 07/21 – Reddit Doesn’t Blink

Reddit is choosing violence with their biggest holdouts. More data on the ebbing of Threads usage. AI seems to be bringing Sergey Brin back into the office. Why you should be getting your paycheck quicker. And an Oppenheimer-themed Weekend Longreads Suggestions.
July 20, 2023

Thu. 07/20 – An Apple GPT

Rumors that Apple already has an LLM framework and their own generative chatbot. Google is shopping an AI bot that can write news stories to various journalism outlets. Has GPT-4 actually gotten dumber of late? More streaming price raises. And it’s the last chance saloon for Microsoft’s AR headset …
July 19, 2023

Wed. 07/19 – More Proof The Big Folks Are Winning AI (For Now)

Microsoft announced aggressive pricing for their AI products and got rewarded with an all-time high stock market valuation. More price aggression in the streaming wars. Meta released Llama 2. Google is asking for employees to voluntarily work on air gapped machines. And let me introduce you to the …
July 18, 2023

Tue. 07/18 – Checking In With Threads

It’s been… two weeks. Let’s check in on how Threads is doing. Streaming players continue to raise prices. Microsoft still plans on fighting for its prize. Are the incumbents winning the AI race? And the interesting startup that wants to use light instead of electricity in computer chips.
July 17, 2023

Mon. 07/17 – Sony And Microsoft Stop Fragging Each Other Over Call Of Duty

Sony and Microsoft have made nice. Bitcoin ETFs continue to look like a possibility. How the Vision Pro is shaking up Apple’s org structure in a meaningful way for the first time since the Steve Jobs Era. And why Netflix’s recent turnaround have rekindled those perpetual rumors that Apple is gonna …
July 14, 2023

Fri. 07/14 – Twitter Starts Showing People The Money

Elon has made good on his promise to share ad revenue with some big Tweeters. The fact that you can’t use Threads in Europe continues to be weird. Meta unveils a new AI image generator that they say is significantly smaller and better. Why AI is at the center of the Hollywood strike part eleven. An…
July 13, 2023

Thu. 07/13 – Elon Launches An AI Company

Elon has launched his own AI company with some pretty big names involved. The FTC will appeal! Roblox is coming to Zuckerberg’s metaverse. Meta does plan to commercialize LLaMA. And a cool new “do a napkin sketch and have AI turn it into an actual work of art” tool.
July 12, 2023

Wed. 07/12 – Microsoft Wins Big In The FTC Case

A big win for Microsoft leads critics of FTC chair Lina Khan to come out of the woodwork. Anthropic has released its Claude 2 chatbot. Say hello to the Nothing Phone (2). And while the market caps of the big players might have been boosted by AI, might the need for on premises AI lead to a unique o…
Guests: Avi Loeb , Connie Chan , Peter Kafka , Chris Messina , Joshua Schachter , Brady Dale , Josh Constine , Alex Kantrowitz , Rene Ritchie , Bryan Salesky , James McLeod , Alex Wilhelm , Christopher Mims , Steven Levy , Lloyd B. Minor, MD , Sam Rutherford , Angela Strange , Dan Frommer , Will Martin , Christina Farr , Flynn Coleman , Mark Bergen , Mike Murphy , Jay Yarow , Farhad Manjoo , Steve Case , Harry McCracken , Satish Jeyachandran , Gary Marcus , John Voorhees , Julia Alexander , Charles Fishman , Charles Nix , M.G. Siegler , Rafat Ali , Garry Tan , Noah Smith , Katie Roof , Natasha Mascarenhas , Christine Hall , Ilya Rosenberg , Andrew Chen , Kayvon Beykpour , Jackson Dame , SHL0MS , Janine Yorio , Ross Mayfield , Sonal Chokshi , Kaya Yurieff , Gregarious Narain , Nigel Pickles , Reesha Howard , Tony Haile , Ed Zitron , Joseph Flaherty , Chris Fralic , Romeen Sheth , Robert Scoble , Kyle Hilliard , Rob Maurer , Ali Tamaseb , Howard Lindzon , Nick Quah , Peter Linder , Timothy B. Lee , Jacob Ward , Victor Luckerson , Taylor Lorenz , Jason Schreier , Casey Newton , Justin Brookman , Matt Stroud , Harry Campbell , Federico Viticci , Bill Gattle , Alison Griswold , Jason Rowley , Dave Bittner , Dan Keyserling , Dexter Thillien , Shira Ovide , Eric Jackson , Simon Owens , Matt Simon , Brian Heater , Aaron Lammer , Matt Stoller , Joe Fassler , Mike Davidson , Jason Del Rey , Mark Gurman , Benedict Evans , Charlie O'Donnell
July 11, 2023

Tue. 07/11 – A Meaningful Anti-Tracking Law

Could Massachusetts pass the first meaningful anti-tracking law in the country? With social media in transition, what’s the lane for someone like Tumblr? Instagram is going after Twitter, but is someone coming for Instagram at the exact same time? And the sad state of affairs for video game history.
July 10, 2023

Mon. 07/10 – Evernote Deadpool?

Time to get worried about your Evernote files. Looks like Meta won’t have to leave the EU. OpenAI has a new product that people are raving about. More analysis of if AI can be useful to doctors. And I’ll tell you the one simple reason Threads has hit 100 million users so fast. The answer is right i…
July 7, 2023

Fri. 07/07 – I’ve Never Seen Anything Like Threads

It’s been my job for over a decade now to analyze the competitive landscape of the tech industry, and I’ve simply never seen anything like what Threads has achieved in less than 48 hours. Though, Elon is threatening to sue. Uber, DoorDash and GrubHub are suing NYC. Volkswagen is rolling out its sel…
July 6, 2023

Thu. 07/06 – Uh, Did Threads Just Win?

There’s only one story today. Threads. Threads. Threads. Has Threads already won?
July 5, 2023

Wed. 07/05 – Twitter Chaos: The Real Fireworks

Chaos at Twitter emphatically did NOT take the 4th of July weekend off. Instagram’s Twitter clone looks like it’s going to take advantage of this chaos to launch now. The Reddit app apocalypse has happened. Oh, and the mods for Reddit AMA’s have downed tools. And how drone technology is disrupting …
July 4, 2023

(IHP) Amazon's Founding Part 2

Originally published April 2015 It’s part two of our Amazon founding story. How did Amazon come to completely dominate e-commerce? How did Jeff Bezos’ “Get Big Fast” strategy evolve? How and why did Amazon become the quintessential “dot com” and dot-com-era stock? The answers are within. Bibliog…