Fri. 09/13 - Cloudflare IPO: Good. WeWork IPO: (???...)

Fri. 09/13 - Cloudflare IPO: Good. WeWork IPO: (???...)

Cloudflare has a successful IPO, but will WeWork’s planned IPO be considered a success even if it actually has one? Is another investment bubble popping in the AR/VR space? Will the streaming wars kill the back-end deal in Hollywood? And, of course, the weekend longreads suggestions. Sponsors: TinyCapital.com GetQuip.com/ride Links: Cloudflare stock pops 20% in first day of trading (CNBC) WeWork’s valuation could fall to below $15 billion in IPO, down from $47 billion private valuation (CNBC) House lawmakers ask Apple, Amazon, Facebook and Google to turn over trove of records in antitrust probe (The Washington Post) Another high-flying, heavily funded AR headset startup is shutting down (TechCrunch) J.J. Abrams Officially Closes Sizable WarnerMedia Film, TV Partnership (The Hollywood Reporter) The end of the backend? Disney wants to limit profit participation on its new TV shows (Los Angeles Times) Weekend Longreads Suggestions: How to Build Artificial Intelligence We Can Trust (NYTimes) As sex toys continue to get hacked, the defin­i­tion of sexual assault is under question (Screen Shot) What Happened to Urban Dictionary? (Wired) TONY HAWK ON HOW HIS GAMES CHANGED SKATEBOARDING (The Verge) From Communism To Coding: How Daniel Dines Of $7 Billion UiPath Became The First Bot Billionaire (Forbes) Human speech may have a universal transmission rate: 39 bits per second (Science) Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(2311)

The AI Concern Committee Is Back

The AI Concern Committee Is Back

More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they’ve raised to pay off lawsuits since they can’t g...

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OpenAI Wants To Be The Windows Of AI

OpenAI Wants To Be The Windows Of AI

Forget building apps on TOP of ChatGPT, now they’ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era. The prediction market market continues to explod...

7 Loka 202520min

OpenAI’s Big AMD Deal

OpenAI’s Big AMD Deal

Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is driving up prices for memory and storage chips. And...

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(BNS) How Snowflake Wrote The GTM Playbook

(BNS) How Snowflake Wrote The GTM Playbook

Make It Snow is Snowflake’s go-to-market playbook, told by longtime CRO Chris Degnan and CMO Denise Persson. The central idea: sales and marketing must operate as “one brain in two bodies.” The takea...

4 Loka 202553min

Apple Blocks ICEBlock

Apple Blocks ICEBlock

Apple removes an app after the DOJ asked them to. People are using AI, but which AI are they actually paying for? Sora is now the number one app in all the land. And in the Longreads, now is it time t...

3 Loka 202521min

Apple To Bench The Vision Pro?

Apple To Bench The Vision Pro?

More fallout from the Sora explosion, including my take on using it. OpenAI is now officially the biggest startup in the galaxy. We now know what Mira Murati’s new startup is building. The Brave brows...

2 Loka 202520min

Sora, Sora, Sora

Sora, Sora, Sora

Why Sora is all anyone can talk about, both the new social network and the new AI model. Satya Nadella is still Microsoft’s CEO but he’s taken some things off his plate. Oura gets colorful, and a hard...

1 Loka 202520min

Amazon’s Hardware Event

Amazon’s Hardware Event

All the headline’s from Amazon’s fall hardware event. Daniel Ek is stepping back from Spotify. A new Claude model. ChatGPT gets into the shopping biz. And OpenAI is likely launching it’s own TikTok cl...

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