Tue. 09/27 – The First Meaningful AR Product To Hit These Shores?

Tue. 09/27 – The First Meaningful AR Product To Hit These Shores?

Sam Bankman-Fried finally scoops up Voyager’s assets. Meta says Russia has launched the biggest disinformation campaign of the war. Nreal has finally brough the first real contender for the AR wars to American shores for the first time. And would you consider a Metaverse white paper from the sci-fi writer than inspired the very notion of a Metaverse? Sponsors: Online.UC.edu Masterworks.com/ride ** Links: Crypto Exchange FTX Wins Bankrupt Firm Voyager’s Assets (Bloomberg) ‘Smash and grab’: Meta uncovers Russia's ‘largest and most complex’ info op since the war began (Protocol) Meta makes it easier to switch between Facebook and Instagram accounts (CNBC) Nreal’s $379 AR glasses launch in the US today (The Verge) If you still miss Google Reader, Substack has a new web-based RSS client (The Verge) Walmart enters the metaverse with Roblox experiences aimed at younger shoppers (CNBC) Neal Stephenson’s Lamina1 drops white paper on building the open metaverse (GamesBeat) **Net est. returns for all realized and unrealized offerings is 15.3%, from inception through 6/30/22. See important Reg A and performance disclosures at masterworks.io/cd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Wed. 03/26 – The Day Of AI Announces

Wed. 03/26 – The Day Of AI Announces

It’s all AI today basically. New Gemini “thinking” models. New “deep reasoning” agents for Copilot. But the really big news is the new image generator from OpenAI. Fidelity wants to get in the stablec...

26 Maalis 202517min

Tue. 03/25 – Napster Lives! Again!

Tue. 03/25 – Napster Lives! Again!

Looks like the EU is bringing down the hammer on Meta. Waymo’s next city is Washington DC. Napster continues to live! And it has a new owner! Maybe domestic chip production can be cost competitive? An...

25 Maalis 202518min

Mon. 03/24 – 23andMe Enters The Deadpool

Mon. 03/24 – 23andMe Enters The Deadpool

23andMe files for Chapter 11 bankruptcy. Are mergers and acquisitions officially back on the menu of Silicon Valley? Are cameras coming to the Apple Watch? Devs, does your AI experience line up with y...

24 Maalis 202517min

Fri. 03/21 – A Look At LibGen

Fri. 03/21 – A Look At LibGen

That whole thing with Meta allegedly scraping all the world’s books using LibGen is back in the news. Cloudflare is fighting AI scraping with AI slop. A super interesting executive shakeup at Apple. A...

21 Maalis 202517min

Thu. 03/20 – Is Apple In Its “Vista” Era?

Thu. 03/20 – Is Apple In Its “Vista” Era?

SoftBank acquires a chip making startup. Nvidia says it hasn’t been approached to help save Intel. OpenAI announces another expensive AI tier. Apple TV+ is losing more than a billion dollars a year. A...

20 Maalis 202516min

Wed. 03/19 – Nvidia Wants To Change All Of Computing

Wed. 03/19 – Nvidia Wants To Change All Of Computing

The EU Commission has brought the hammer down on Apple and Google at the same time. All the big news from Nvidia’s big event yesterday. More details on that Google/Wiz deal. Two new Pebble smartwatche...

19 Maalis 202517min

Tue. 03/18 – The Big M&A Test I Was Waiting For

Tue. 03/18 – The Big M&A Test I Was Waiting For

We get that first big test of M&A I was looking for as Alphabet acquires Wiz. Is Roku going to force us to watch ads just to turn on our TVs? The AI coding assistant space continues to be hot. The bre...

18 Maalis 202516min

Mon. 03/17 – Europe Wants To Ween Itself Off Silicon Valley

Mon. 03/17 – Europe Wants To Ween Itself Off Silicon Valley

Europe wants to ween itself off of foreign big tech. Could this be the sign of a future rift with Silicon Valley? The weird case of Rippling versus Deel. Klarna lands a big fish. What the Coreweave IP...

17 Maalis 202517min

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