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

Three big stories to catch you up on. A federal judge has ruled Google is an illegal monopoly. The Game Of Thrones style drama at OpenAI is just getting weirder. And what if all those weird acquihires in all but name are actually mercy killings? Sponsors: Lumen.me/ride Links: Google Monopolized Search Through Illegal Deals, Judge Rules (Bloomberg) Forget Apple, the biggest loser in the Google search ruling could be Mozilla and its Firefox web browser (Fortune) How the Google Antitrust Ruling May Influence Tech Competition (NYTimes) OpenAI co-founder Schulman leaves for Anthropic, Brockman takes extended leave (TechCrunch) Struggling AI Startups Look for a Bailout from Big Tech (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Elo 202417min

Why is OpenAI sitting on technology that could detect AI cheating? Why is Bitcoin so correlated to the stock market? Why is Elon restarting his lawsuit against OpenAI? Why are the Chinese launching a Starlink competitor? And are the go-go days for music streaming over? Sponsors: Dell.com/deals HelloMood.com code RIDE Links: There’s a Tool to Catch Students Cheating With ChatGPT. OpenAI Hasn’t Released It. (WSJ) Bitcoin tumbles below $50,000 for the first time since February (CNBC) Elon Musk Revives Lawsuit Against OpenAI and Sam Altman (NYTimes) China launches first satellites of constellation to rival Starlink, newspaper reports (Reuters) AI Chip Startup Groq Gets $2.8 Billion Valuation in New Funding Round (Bloomberg) Is the Music Industry Slowdown a Crisis or a Blip? (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Elo 202416min

So, tech earnings continued to be boring. Apple was fine. Amazon was not quite so fine. And then someone we don’t cover closely really messed the bed. I’ll tell you who. Are we starting to see the first next-generation AI startups? I’ll tell you about an interesting new model. And, of course, the Weekend Longreads Suggestions. Links: Amazon Beats On Earnings, Revenue Comes In Light Despite Strong Cloud Performance (Investor's Business Daily) Intel is laying off over 15,000 employees and will stop ‘non-essential work’ (The Verge) 23andMe Board Committee ‘Disappointed’ in CEO Anne Wojcicki’s Take-Private Proposal (Bloomberg) Stable Diffusion creators launch Black Forest Labs, secure $31M for FLUX.1 AI image generator (VentureBeat) Weekend Longreads Suggestions: A $500 Open Source Tool Lets Anyone Hack Computer Chips With Lasers (Wired) The AI Keeps Score (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Elo 202417min

So I guess Zuck has convinced Wall Street that all the capex spending on AI is fine. How good a business is Tether? A gooooood business. The first arrival of Apple Intelligence is sort of a ho-hum for now. And how sports is completely transforming the streaming wars battlefield. Links: Meta’s Lesson in Allaying Wall Street’s A.I. Fears (Dealbook/NYT) Meta’s AI Costs Surge as Digital Advertising Revenue Grows (WSJ) Reddit CEO says Microsoft needs to pay to search the site (The Verge) Tether Nets $5B Profits This Year, Says Its US Debt Holdings Surpassed Germany's (CoinDesk) A first look at Apple Intelligence and its (slightly) smarter Siri (The Verge) Disney, Fox and Warner Bros. Discovery’s Sports Streamer Venu to Launch at $42.99 per Month (Variety) How the NBA’s Slam-Dunk Deals Will Reshape TV (The Hollywood Reporter) Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Elo 202418min

Another big pullback of a major AI tool. Microsoft earnings. How CapCut is taking over the creator tools space. Amazon speedy delivery is rolling out to the nooks and crannies of North America. And the startup taking a new run at AI wearable hardware. Links: Meta Scraps Celebrity AI Chatbots That Fell Flat With Users (The Information) The Rise of ByteDance’s CapCut Threatens Adobe and Canva (Bloomberg) Amazon Pushes Fast Delivery Into Rural Areas in Challenge to Post Office (WSJ) Wear This AI Friend Around Your Neck (Wired) Video Announcing the Friend AI device Learn more about your ad choices. Visit megaphone.fm/adchoices

31 Heinä 202416min

Perplexity wants to share ad revenue with publishers. But lots of AI companies are continuing to gamble with scraping. Meta’s new Segment Anything 2 model. AI influencers on Instagram. Canva makes an AI acquisition. And in non-AI news, Meta makes a huge settlement with Texas. Links: Perplexity is cutting checks to publishers following plagiarism accusations (The Verge) Websites are Blocking the Wrong AI Scrapers (Because AI Companies Keep Making New Ones) (404Media) Zuckerberg touts Meta’s latest video vision AI with Nvidia CEO Jensen Huang (TechCrunch) Instagram creators can now make AI doppelgangers to chat with their followers (Engadget) Canva acquires Leonardo.ai to boost its generative AI efforts (TechCrunch) Meta to pay $1.4 billion to settle Texas facial recognition data lawsuit (Reuters) Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Heinä 202415min

Apple Intelligence might be coming sooner than we dared hope. Might want to check your settings on X. The universe of alt coins is back. A big tech IPO coming from an unexpected source. And is that Galaxy Ring a thing or no? Links: Apple's AI Features Rollout Will Miss Upcoming iPhone Software Overhaul (Bloomberg) Elon Musk calls Grok 'the most powerful AI by every metric' but 'secretly' trains the new model with your X data by default (WindowsCentral) A Digital Coin Based on Baby Trump? Yup. (NYTimes) Honeywell Weighs Quantinuum IPO at $10 Billion Valuation (Bloomberg) Amazon Paid Almost $1 Billion for Twitch in 2014. It’s Still Losing Money. (WSJ) The Galaxy Ring keeps you in Samsung’s orbit (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Heinä 202416min

OpenAI takes on Google search directly. Another Hollywood strike with the same underlying causes. We know absolutely everything about the new Pixel 9 series already. Is WhatsApp finally catching on in the US? And, of course, the Weekend Longreads Suggestions. Sponsors: Thorne.fit/ridehome, promocode: ridehome. Links: OpenAI announces SearchGPT, its AI-powered search engine (The Verge) Video game performers will go on strike over artificial intelligence concerns (AP) [Exclusive] Google Pixel 9, Pixel 9 Pro Fold promo material reveals design, specs, AI, and other features (91Mobiles) Uber, Lyft, DoorDash Prevail in California Gig-Worker Ruling (Bloomberg) Mark Zuckerberg says WhatsApp has 100M monthly active users in the US (TechCrunch) Weekend Longreads Suggestions: Airbnb Hosts Want Guests to Come to Them Directly (Bloomberg) Physicists may now have a way to make element 120 – the heaviest ever (New Scientist) He says he invented Flamin’ Hot Cheetos. He didn’t, said Frito-Lay. Now he’s suing (LATimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Heinä 202416min