Thu. 01/30 – Everyone Reports Earnings But Wall Street Only Wants Capex Answers.
Meta and Microsoft reported earnings, but all Wall Street cared about was getting Capex updates. Meta settles with… the President. Waymo’s expansion continues apace. Why Masa Son is the perfect white knight for OpenAI. And AI IS copyrightable. Sponsors: Shopify.com/ride Links: Microsoft shares slide as cloud forecast, AI spending disappoint (Reuters) Meta’s Reality Labs posts $5 billion loss in fourth quarter (CNBC) Zuck shrugs off DeepSeek, vows to spend hundreds of billions on AI (TechCrunch) Meta to Pay $25 Million to Settle 2021 Trump Lawsuit (WSJ) Waymo to test in 10 new cities in 2025, starting with Las Vegas and San Diego (The Verge) SoftBank in talks to invest up to $25bn in OpenAI (FT) Copyright Office Offers Assurances on AI Filmmaking Tools (Variety) Authors Guild sets up ‘Human Author’ portal to certify books come from ‘human intellect’ (AP) Learn more about your ad choices. Visit megaphone.fm/adchoices
30 Tammi 17min
Wed. 01/29 – OpenAI Says: No Copying!
Essentially, OpenAI suspects that DeekSeek might have copied them. I’ll explain the term, “distillation.” Could you soon be able to connect to Starlink on your iPhone? Is Comcast about to make the Internet… better? And the hopeful return of commercial supersonic flight. Links: OpenAI says it has evidence China’s DeepSeek used its model to train competitor (Financial Times) Microsoft Probing If DeepSeek-Linked Group Improperly Obtained OpenAI Data (Bloomberg) Alibaba releases AI model it says surpasses DeepSeek (Reuters) Alibaba Announces AI Model That ‘Outperforms ChatGPT & DeepSeek’ (Tech.co) Alibaba’s Qwen 2.5 surpasses DeepSeek as China’s AI race heats up (BGR) Apple and SpaceX Link Up to Support Starlink Satellite Network on iPhones (Bloomberg) Comcast is rolling out ‘ultra-low lag’ tech that could fix the internet (The Verge) Streaming prices climb in 2025 after already surpassing inflation rates (ArsTechnica) Netflix won the streaming wars, and we’re all about to pay for it (The Verge) Civilian jet breaks sound barrier during historic test flight over Mojave Desert (CBSNews) Learn more about your ad choices. Visit megaphone.fm/adchoices
29 Tammi 16min
Tue. 01/28 – Day 2 Of The DeepSeek Era
More fallout from the DeepSeek realignment of everybody’s thinking about AI. Could this be a signal that the large model business model is over and value is going to be in the application layer? Pebble lives! Spotify says it pays out tons, but does it really? And the network of AI local news newsletters. Sponsors: Robinhood.com/gold Links: Viral AI company DeepSeek releases new image model family (TechCrunch) Smartwatch pioneer and Kickstarter darling Pebble is returning in a new form (TechCrunch) OpenAI launches ChatGPT Gov for U.S. government agencies (CNBC) Spotify Paid Out $10 Billion to the Music Industry in 2024 — $1 Billion More Than Last Year — and $60 Billion Total (Variety) Inside a network of AI-generated newsletters targeting “small town America” (NiemanLab) Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Tammi 17min
Mon. 01/27 – Why DeepSeek Has Stunned Silicon Valley (And Wall Street)
It’s one of those days where there’s only one story. Maybe you saw that tech stocks got obliterated today. I’m here to tell you why. It’s solely because of DeepSeek and Chinese AI tech generally. How this tech is making people think twice about the AI boom, what DeepSeek did that is different and how this could affect all of Silicon Valley. Sponsors: TryJoyMode.com and use code RIDE Links: China’s DeepSeek Tops iPhone Downloads and Spurs AI Selloff (Bloomberg) The Short Case for Nvidia Stock (Jeffrey Emanuel) DeepSeek R1’s bold bet on reinforcement learning: How it outpaced OpenAI at 3% of the cost (VentureBeat) DeepSeek resets the board (Axios) 17 Thoughts About the Big DeepSeek Selloff (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Tammi 16min
Fri. 01/24 – Operator AI
OpenAI releases its agentic bot that can do things on your behalf on your computer. Has the Stargate controversy driven a rift between Musk and Trump? Will the US government create a strategic crypto stockpile? And, of course, the Weekend Longreads Suggestions. Sponsors: MackWeldon.com promocode: BRIAN Links: OpenAI’s new Operator AI agent can do things on the web for you (The Verge) We Tried OpenAI’s New Agent—Here’s What We Found (Every) Trump staff ‘furious’ after Musk trashes AI project (Politico) Stargate artificial intelligence project to exclusively serve OpenAI (FT) Trump signs executive order promoting crypto, paving way for digital asset stockpile (CNBC) Mark Zuckerberg's Post (Facebook) Weekend Longreads Suggestions: As Netflix stock surges, an ‘anti-ESPN’ sports strategy emerges (The Athletic) Learn more about your ad choices. Visit megaphone.fm/adchoices
24 Tammi 16min
Thu. 01/23 – “Humanity’s Last Exam”
Ok, that whole AI datacenter joint venture thing seems to have gotten messy. A ByteDance board member thinks TikTok might have a way out without selling. Netflix rakes in a bunch of Oscar nominations. And humanity’s final exam has been formulated to see when AI has actually graduated to true intelligence. Sponsors: Qualialife.com/ride and code ride Links: OpenAI, SoftBank Each Commit $19 Billion to Stargate Data Center Venture (The Information) OpenAI’s Stargate Deal Heralds Shift Away From Microsoft (WSJ) TikTok’s parent company is in active discussions about a deal, board member says (CNN) Co-founder of French Crypto Startup Freed After Kidnapping (Bloomberg) Subaru Security Flaws Exposed Its System for Tracking Millions of Cars (Wired) Oscar Nomination Scorecard: Netflix Leads Among Studios With 16, A24 Close Behind With 14 (Variety) When A.I. Passes This Test, Look Out (NyTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices
23 Tammi 16min
Wed. 01/22 – The Galaxy S25 Lineup
All the headlines from today’s Samsung event, including the S25 lineup. The Silk Road creator gets a pardon. A huge joint venture for a new AI datacenter effort. Will Elon take half of TikTok and the US the other half? And guess what? Netflix is raising prices again. Sponsors: Timeline.com/ride Links: The Samsung Galaxy S25 Ultra smooths out some sharp edges (The Verge) Trump Pardons Creator of Silk Road Drug Marketplace (NYTimes) OpenAI teams up with SoftBank and Oracle on $500B data center project (TechCrunch) 'Stargate' Squares Some AI Circles (Spyglass/MG Siegler) Trump Says He’s Open to Elon Musk or Larry Ellison Purchasing TikTok (Bloomberg) Meta Plans Oakley-Branded Glasses, Explores Watches and Earbuds (Bloomberg) Meta will soon let you link your WhatsApp account with Instagram and Facebook (TechCrunch) Netflix Adds 19 Million Subscribers in Latest Quarter (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Tammi 15min
Tue. 01/21 – TikTok Lives?
Alright, I’ll sum up everything that happened this weekend with TikTik, but also get to all of the changes the new Trump administration has made, which is relating to tech, in just the past 24 hours. How folks are trying to eat TikTok’s lunch. Should Apple buy Sonos? And the IMDB loses its founder after 25 years. Sponsors: IQBar text TECHMEME to 64000 1Password.com/ride Links: Trump signs order refusing to enforce TikTok ban for 75 days (The Verge) Trump signs executive order to halt TikTok ban, risking legal showdown (Washington Post) President Trump signs exec order to make Musk’s DOGE commission more official (TechCrunch) Meta announces a new CapCut rival called Edits (TechCrunch) Bluesky adds TikTok mode while Elon mulls reviving Vine in the latest banning drama (Windows Central) Apple Is Unlikely to Buy Sonos, But Amazon or Spotify Might Consider It (Bloomberg) IMDb Founder Col Needham Steps Aside as CEO, COO Nikki Santoro Promoted to Chief Exec (Variety) Learn more about your ad choices. Visit megaphone.fm/adchoices
21 Tammi 15min
