Mon. 10/24 – Investing In Chinese Tech Means Investing One Man’s Whims?
Did investing in Chinese tech become a fool’s errand over the weekend? A deep dive on how TSMC is caught in the middle of all the things. Is Elon’s Twitter deal presenting systemic risk to corporate finance? Are M2 Mac Pro and Macbook Pro’s still coming soon? And Bono tries to justify putting that U2 album on your iphone. Sponsors: Masterclass.com/ride for 15% off Links: China Stocks Crater in US as Alibaba Leads $130 Billion Wipeout (Bloomberg) TSMC: the Taiwanese chipmaker caught up in the tech cold war (Financial Times) Elon Musk’s Twitter Takeover Debt to Be Held by Banks Amid Turbulent Markets (WSJ) These artists found out their work was used to train AI. Now they’re furious (CNN Business) The iPad Lineup Is Perplexing — Here’s How Apple Could Fix It (Bloomberg) Bono on the birth of U2, that iTunes album and Live Aid: ‘There’s only one thing I can see when I watch it: the mullet’ (The Guardian) Learn more about your ad choices. Visit megaphone.fm/adchoices
24 Loka 202218min
(TWTR SPC) The AI Moment With @pt, @miguelisolano & @mignano
Talking this week's big week for AI, with Parker Thompson (@pt) plus@miguelisolano&@mignano Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Loka 20221h 33min
Fri. 10/21 – What If Uncle Sam Let’s Elon Off The Hook?
I said Elon’s name five times in front of a mirror and the whole Elon/Twitter headlines came flooding back into our lives. Forbes alleges that they’ve caught TikTok doing the thing that everybody fears. What if I told you there was a third huge AI raise story to round out this week? And of course, the weekend longreads suggestions. Links: Documents detail plans to gut Twitter’s workforce (Washington Post) Twitter Tumbles as US Weighs Security Reviews for Musk Deals (Bloomberg) TikTok Parent ByteDance Planned To Use TikTok To Monitor The Physical Location Of Specific American Citizens (Forbes) OpenAI, Valued at Nearly $20 Billion, in Advanced Talks with Microsoft For More Funding (The Information) Snap plunges more than 25% on third-quarter revenue miss (CNBC) Weekend Longreads Suggestions: Technology that lets us “speak” to our dead relatives has arrived. Are we ready? (MIT Technology Review) How Gamers Beat NFTs (Bloomberg) The Hottest App Right Now? One Where Teens Have to Say Nice Things About Each Other (WSJ) I Turned My Home Into a Fortress of Surveillance (The Atlantic) Learn more about your ad choices. Visit megaphone.fm/adchoices
21 Loka 202218min
Thu. 10/20 – A Day Of Reviews
The big Solana challenger had a terrible first day of trading. Previews of the new Thunderbolt standard. Reviews of the new Raptor Lake chips. Uber takes a page out of the New York City taxi playbook. And the first hands-on, quasi-review of Meta’s high end VR headset. Sponsors: Zengo.com/ride and code ride Split.io/techmeme Links: Aptos Token Plummets 40% After APT Airdrop for 'Early Network Participants' (Decrypt) Android 13 (Go edition) announced with Material You, Google Play System Updates, and more (9to5Google) The next generation of Thunderbolt seems nice but less necessary than ever (The Verge) Intel Core i9-13900K review: an AMD Zen 4 beater (The Verge) Uber rolls out ad business to reach more riders (FT) I Tried the $1,500 Quest Pro and Saw the Best of the Metaverse (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices
20 Loka 202217min
Wed. 10/19 – What Even IS Apple’s iPad Strategy?
Netflix actually beat on earnings and customer additions. Why their pivot to ads might actually be in line with their long-term strategy. Yesterday’s iPad releases were even more complicated, and stranger, frankly, than I told you. Bluesky is still plugging away on decentralized social media. And another monster interesting raise in the AI space. Links: Netflix adds more than 2.4 million subscribers, reveals details about password-sharing crackdown (CNBC) The New Netflix Age Has Arrived (Puck/Julia Alexander) The iPad’s erratic odyssey continues (Jason Snell/Six Colors) Jack Dorsey-Founded Bluesky Unveils Roadmap for Decentralized Social Networks (Decrypt) AI content platform Jasper raises $125M at a $1.5B valuation (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Loka 202218min
Tue. 10/18 – It’s AI Vs. The Metaverse, And AI Seems To Be Winning
New iPad Pros and new Apple TV 4ks. Meta walks away from the Giphy acquisition. Layoffs at Microsoft. High attrition at Amazon. Mobileye is probably going to IPO at a significant discount than people hoped? And why I’ve been telling you that the energy in Silicon Valley is switching to AI startups. Sponsors: Merge Conflict Podcast Links: Apple introduces next-generation iPad Pro, supercharged by the M2 chip (Apple Newsroom) Apple announces new 11-inch and 12.9-inch iPad Pro with M2 chip, Apple Pencil hover feature (9to5Mac) Apple Announces 10th-Generation iPad With Complete Redesign, 10.9-Inch Display, USB-C, and More (MacRumors) Meta gets final order to sell Giphy from UK antitrust watchdog (TechCrunch) Microsoft becomes latest tech firm to cut staff (Axios) Exclusive: Amazon’s attrition costs $8 billion annually according to leaked documents. And it gets worse. (Engadget) Intel Eyes Significantly Lower Valuation in IPO of Mobileye Unit (WSJ) Stability AI Raises Seed Round at $1 Billion Value (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Loka 202217min
Mon. 10/17 – Kanye To Elon: Hold My Beer
Looks like Ye, née Kanye West, is going to try to buy the social network Parler. A look at the Chinese export controls that could potentially force American executives to choose between their jobs and their American citizenship. Wait until you hear about the Mango Markets exploit. And what do you think is the global population of robots, right now? Today? Sponsors: RocketMoney.com/ride Links: Kanye West is buying ‘free speech platform’ Parler (The Verge) Kanye West to buy social media app Parler (The Verge) Decentralized Solana-based trading platform Mango reportedly hit by $100 million exploit (Fortune) Biden declares economic war on the Chinese semiconductor industry (Noahpinion) With New Crackdown, Biden Wages Global Campaign on Chinese Technology (NYTimes) American Executives in Limbo at Chinese Chip Companies After U.S. Ban (WSJ) Meet the Army of Robots Coming to Fill In for Scarce Workers (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices
17 Loka 202217min
Fri. 10/14 – Meta Lied About Legs?
We now know how much Netflix with Ads will cost; we think we know how many ads they have to show us to make up for the lost revenue. What is unclear is if people will watch that many ads. It looks like Zuck lied to us about having legs in the Metaverse. Something something, eventually every company becomes a bank. I’m talking about the Apple savings account. And, of course, the weekend longreads suggestions. Sponsors: See NordPass Business in action now with a 3-month free trial here nordpass.com/techmeme with code TECHMEME Links: Netflix’s ad tier will cost $6.99 a month and launch in November (The Verge) Meta Avatar Legs Demo ‘Created By Motion Capture’, Not Live VR (UploadVR) Facebook's Legs Video Was A Lie (Kotaku) Apple Card to Offer Savings Account for Daily Cash (MacRumors) Weekend Longreads Suggestions: WhatsApp is now a spammers’ paradise in India (Rest of World) The GIF Is on Its Deathbed (The Atlantic) Can Kickstarter’s new CEO help the company get its mojo back? (Fast Company) The computer errors from outer space (BBC Future) How the Glengarry Glen Ross “Coffee Is for Closers” Scene Got Made (Vanity Fair) Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Loka 202220min
