Episodes

June 20, 2025

Fri. 06/20 – A Shenzhen-like Production City In The US?

Meta has some new smartglasses. How long can the TikTok groundhog day go on? Masa Son wants to create a Shenzhen-like production city here in the US. Are your smart cameras a national security threat to the home front in a wa...
June 19, 2025

Thu. 06/19 – What Would AGI Actually Look Like?

Are we about to see a summer of layoffs in Silicon Valley? Midjourney’s new video model. Meta continues its acqu-hire spree with some folks we know. Microsoft has its own nuclear option with OpenAI, while OpenAI is starting t...
June 18, 2025

Wed. 06/18 – Oh Yeah. What About TikTok?

Remember how that TikTok ban or sale thing has never been resolved? Yeah. Sam Altman describes the money he says Meta is throwing at AI researchers. Is xAI the one with the real money crunch in the AI race? And a review of th...
June 17, 2025

Tue. 06/17 – Open AI Still Needs To Placate Microsoft

Among the many snags to OpenAI shifting to for-profit, the Microsoft snag is still the biggest issue. More Intel job cuts coming. Would you believe a Roblox game involving gardening is maybe bigger than Fortnite? And two big ...
June 16, 2025

Mon. 06/16 – What Happens When Search Abandons The Web?

Ads finally come to WhatsApp. Are we about to get a literal Trump phone? More ads on your TV. All ads are about to become AI. And at the end of the show, a bit of an essay from me about Google, AI, and what I think is about t...
June 14, 2025

Omnibus 06/09

Omnibus Week Of 06/09 Sign up for the ad-free feed at tech.supercast.tech See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .
June 13, 2025

Fri. 06/13 – Stablecoins Everywhere

Do people know when they’re using the MetaAI app, it’s public? Chime had a successful IPO so let me tell you about my IPO-meter. The financials behind that fully-AI commercial running during the NBA playoffs. More signs stabl...
June 12, 2025

Thu. 06/12 – Meta’s Big AI Acqui-hire

I explain how and why exactly this big Meta investment in Scale AI came about. Hollywood sues AI in a big way for the first time. A look at how stablecoins have mainstreamed crypto at long last. And episode number 205 of the ...
June 11, 2025

Wed. 06/11 – o3-pro

OpenAI rolls out an o3-pro model. Android one-ups iOS with a quick release. So far so good for the launch of the Switch 2. What is Google doing with its headcount? And is essentially a giant hologram the future of video calli...
June 10, 2025

Tue. 06/10 – Zuck’s Big AI Ambitions

Zuckerberg’s big ambitions for AI seem to be coming into focus. OpenAI is actively starting to play the field when it comes to compute. More signs AI is kneecapping web traffic. And what do we think? Is liquid glass a good de...
June 9, 2025

Mon. 06/09 – WWDC 2025

All the headlines from WWDC. Microsoft unveils the first iteration of that handheld gaming strategy. Meta is considering its largest external AI investment yet. And did Apple researchers reveal that Large Language Model have ...
June 6, 2025

Fri. 06/06 – IPO’s Back On The Menu?

Circle had such a successful IPO, I’m wondering if IPO’s might finally be back on the menu. Turns out Anthropic cut off Windsurf for the most obvious reason. Maybe Manus really is stoking a new gold rush, at least in China. A...
June 5, 2025

Thu. 06/05 – Some In Hollywood (Quietly) LOVE AI

Reddit goes after Anthropic. Meta seems to be reading a much cheaper Vision Pro killer, while still moving forward with their ambitious smartglasses product. What if your Amazon delivery person was not a person at all, but a ...
June 4, 2025

Wed. 06/04 – State Of The AI Coding Landgrab

Windsurf accuses Anthropic of blocking it from AI models in a sign that competition in the AI coding space is fierce. But will the real battle happen when the likes of Microsoft and Google really go after the startups? Notebo...
June 3, 2025

Tue. 06/03 – Framing The AI Debate

Elon Musk is suddenly fundraising everywhere. An attempt to solve the nomenclature problem around hacking groups. Is the solution to more energy for data centers already hidden inside the grid? And the final two pieces today ...
June 2, 2025

Mon. 06/02 – How DoorDash Has Quietly Been Killing It

We know WWDC might be underwhelming this year, but to what degree? Is Samsung about to pick Perplexity as its horse in the AI race? AI based acquisition and wrapups continue to be the new hotness in VC investing. And how Door...
May 30, 2025

Fri. 05/30 – Big Meta/Anduril Deal Is A Big Deal

Why Meta’s big deal with Anduril is a big deal for the entire tech industry. Microsoft is kinda not joining, but also kind of all in on the handheld gaming race. Count Hugging Face as someone else serious about AI robots. And...
May 29, 2025

Thu. 05/29 – Somebody Knows Victoria’s Secrets

Nvidia had solid earnings, though they’re quite concerned about being boxed out of China. The apparent hack of Victoria’s Secret gave me a dad-joke-title for today’s episode. Why DeepSeek’s recent R1 update is a bigger deal t...
May 28, 2025

Wed. 05/28 – Apple Playing Games Again

Apple is making noises in the gaming space once again, but I feel like we’ve heard this all before. Getty is still deadly serious about suing AI companies. Self driving trucks seem to be juuuust about to hit the roads. And a ...
May 27, 2025

Tue. 05/27 – The “Holy Grail” Of AI Models

Salesforce is back in the acquisition swing. Circle is going for an IPO. Is Netflix about to lose the streaming service crown? The Holy Grail of AI Models. And is your boss more demanding of your output now that you use AI? L...
May 26, 2025

(Bonus) Calmwave Profile

Find out more about Calmwave at Calmwave.ai . The case study we mention is here: https://catalyst.wellstar.org/casestudies/calmwave/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art...
May 23, 2025

Fri. 05/23 – Tim Apple’s Very Bad Week

Tariff fun is back and this time there’s only one tech company in the crosshairs: Apple. Anthropic releases flagship new Claude models, and they seem to be impressive, but half the story here is how weird they behave. Like, r...
May 22, 2025

Thu. 05/22 – OpenAI Acquihires Jony Ive!

Is this is biggest acquihire of all time? Jony Ive is joining OpenAI to the tune of $6.5 billion dollars. And what is he going to do there? Create hardware devices that Sam Altman expects to ship 100 million of. Why Google ha...
May 21, 2025

Wed. 05/21 – Everything Google Everywhere And All At Once

It’s Google day. Everything Google, everywhere, all at once. All the headlines from IO and there were a ton. What even is Google search in the age of AI? Google’s big push into smartglasses, a wild new video model and a ton, ...