Wed. 02/26 – Alexa+
Amazon finally updated Alexa with generative AI. It’s called Alexa+ and it can do plenty of neat things, but unless you’re a Prime subscriber, it’s gonna cost ya. DeepSeek is rushing its next AI model to press its momentum. Zuck wants to build a $200B AI datacenter. And how the SteamDeck has created a whole new category in gaming. Sponsors: shopify.com/ride Links: Amazon announces AI-powered Alexa Plus (The Verge) Amazon unveils a new and improved Alexa, Alexa+ (TechCrunch) DeepSeek rushes to launch new AI model as China goes all in (Reuters) Meta Discusses AI Data Center Project That Could Cost $200 Billion (The Information) How North Korea pulled off a $1.5 billion crypto heist—the biggest in history (ArsTechnica) Three years later, the Steam Deck has dominated handheld PC gaming (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices
26 Helmi 15min
Tue. 02/25 – Claude 3.7 Sonnet
Anthropic releases its latest cutting-edge model, Claude 3.7 Sonnet. Would you tolerate ads inside your Excel spreadsheet if you could use Excel for free? Why some journalists are joining AI companies. And let me introduce you to “tiny teams” the new startup meme in Silicon Valley. Links: Anthropic launches a new AI model that ‘thinks’ as long as you want (TechCrunch) AI Startup Anthropic Finalizing $3.5 Billion Funding Round (WSJ) Microsoft Quietly Launched a Free Ad-Supported Office App, and No One Noticed (Beebom) Apple’s $500 Billion U.S. Investment Is Mostly Already in the Books (WSJ) Meet the journalists training AI models for Meta and OpenAI (NeimanLab) A.I. Is Changing How Silicon Valley Builds Start-Ups (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices
25 Helmi 16min
Mon. 02/24 – Apple’s $500B Investment In The US
Apple makes a huge investment in US manufacturing and hiring. Are SMS messages as 2-factor authentication on the way out? The biggest crypto theft of all time happened over the last few days. And why some school districts are turning to AI counseling for students. Sponsors: RobinHood.com/gold Links: Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs (Bloomberg) Apple Abandons Budget Smartphone Market With the iPhone 16e (Bloomberg) Google Confirms Gmail To Ditch SMS Code Authentication (Forbes) Bybit Hit by Crypto’s Worst Hack With Almost $1.5 Billion Stolen (Bloomberg) Bybit Hack (CoinDesk) Microsoft Dropped Some AI Data Center Leases, TD Cowen Says (Bloomberg) When There’s No School Counselor, There’s a Bot (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices
24 Helmi 15min
The 2,000th Episode Spectacular
Well, kinda... But we do talk about how the show started, get a bit into the process of what I do every day. But mostly we get deep into where AI is going, my fears for silicon valley if the M&A activity doesn't pick up, why I got into investing, what it means if Silicon Valley is bigger than the government (maybe?) what it's like when that weird dude you talk to at a tech meetup becomes a billionaire, and why this is still the greatest job I've ever had. Thank you all for listening. Here's to 2,000 more episodes. Learn more about your ad choices. Visit megaphone.fm/adchoices
21 Helmi 1h 43min
Thu. 02/20 – Microsoft’s Quantum Breakthrough
Microsoft is claiming a historical quantum breakthrough with its first quantum processor, the Majorana 1. Google is going all in on the Gemini brand. The world’s thinnest foldable phone. Rabbit releases a demo it probably should have led with. And James Bond now works for Amazon. Sponsors: Freshbooks.com/pricing-offer Take your personal data back with Incogni! Use code RIDEHOME at the link below and get 60% off an annual plan: Incogni.com/ridehome Links: Microsoft announces quantum computing breakthrough with new Majorana 1 chip (The Verge) Microsoft’s Xbox AI era starts with a model that can generate gameplay (The Verge) Google app on iOS removing Gemini as it pushes users to full app (9to5Google) The world’s thinnest foldable phone doesn’t come cheap (The Verge) Rabbit shows off the AI agent it should have launched with (The Verge) 'Bond' Producers Stepping Back From Iconic Franchise As Amazon MGM Studios Takes Creative Control (Deadline) Join us for the livestream tonight here: https://riverside.fm/studio/2000th-episode Learn more about your ad choices. Visit megaphone.fm/adchoices
20 Helmi 16min
Wed. 02/19 – The iPhone 16e
Apple has announced the new iPhone 16e. I’ve got all the details for you. The Humane AI Pin is definitively dead, and HP is acquiring the ashes. Yet ANOTHER potentially big new AI player. And why some Bytedance investors kind of don’t care if TikTok US gets split off. In fact, they might even prefer it. Links: Apple launches new iPhone 16e: Here’s everything you need to know (9to5Mac) All of Humane's AI pins will stop working in 10 days (Engadget) ‘Pokémon Go’ Maker Nears $3.5 Billion Deal to Sell Games Unit (Bloomberg) Mira Murati debuts Thinking Machines Lab, her AI startup (Axios) ByteDance's US Backers Say China Growth to Counter Any TikTok Ban Damage (Bloomberg) Can AI Predict the Next Big IPO? Crunchbase Thinks So. (WSJ) 2000th episode livestream link: https://riverside.fm/studio/2000th-episode AI Engineer Summit Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Helmi 16min
Tue. 02/18 – Grok-3
xAI and Elon Musk have launched Grok-3, their cutting-edge AI model. Is it really a step forward? It’s really the cutting-edge? Andrej Karpathy is gonna tell us. The first tri-foldable phone is here. Is there a new huge AI player? And how Apple’s move to manufacture in India is going. Sponsors: MackWeldon.com Promocode: BRIAN Links: Elon Musk’s xAI releases its latest flagship model, Grok 3 (TechCrunch) Impressions of Grok-3 (@karpathy) Huawei’s trifold phone launches outside of China (The Verge) Trump tariffs result in 10% laptop price hike in U.S. says Acer CEO (Tom's Hardware) OpenAI Co-Founder Sutskever’s Startup Is Fundraising at $30 Billion-Plus Valuation (Bloomberg) Apple’s quiet pivot to India (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Helmi 16min
Mon. 02/17 – Folks Are Circling Intel
The vultures are circling Intel, if that’s not too aggressive an analogy. OpenAI’s board officially rejects Elon’s bid. Zelle is quietly the biggest player in P2P payments. Everybody wants to go after robotics as the next big thing. And why over a thousand tech unicorns are in trouble. Sponsors: QualiaLife.com/ride and code RIDE at checkout Links: TSMC Considers Running Intel’s US Factories After Trump Team Request (Bloomberg) Broadcom, TSMC Weigh Possible Intel Deals That Would Split Storied Chip Maker (WSJ) OpenAI Rejects Elon Musk’s $97.4 Billion Bid for Control of the Company (NYTimes) Zelle payments top $1 trillion in 2024 as network’s growth outpaces rivals including PayPal (CNBC) TikTok Grabs Market Share From Shein Despite Looming Risks (Bloomberg) Meta Plans Major Investment Into AI-Powered Humanoid Robots (Bloomberg) Apple and Meta Are Set to Battle Over Humanoid Robots (Bloomberg) The Unicorn Boom Is Over, and Startups Are Getting Desperate (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices
17 Helmi 17min
