Thu. 05/18 – Montana Bans TikTok

Thu. 05/18 – Montana Bans TikTok

The first official ban of TikTok by a US state is here. Unskippable tv-like ads are coming to YouTube when you’re watching on your TV. How much can be recovered when a crypto project blows up? Why is Amazon so far behind in drone delivery? And how Apple’s forthcoming headset got developed. Sponsors: Traceroute Podcast Bloomberg.com/careers Links: TikTok Ban Signed in Montana, Paving Way for First Amendment Legal Battle (WSJ) YouTube 2023 Upfront: Platform to Launch Unskippable 30-Second Ads on TVs, Roger Goodell on Hand to Tout NFL Sunday Ticket Pact (Variety) Netflix Advertising Tier Now Has “Nearly Five Million” Monthly Active Users (The Hollywood Reporter) Bankrupt crypto lender Voyager Digital predicts 35% customer payout (Reuters) Amazon’s 100 drone deliveries puts Prime Air far behind Alphabet’s Wing and Walmart partner Zipline (CNBC) Apple’s New Headset Meets Reality (Bloomberg Businessweek) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2295)

AI Gettin' SaaS-y

AI Gettin' SaaS-y

The big regulatory guns are out for Grok. Memory chip shortage now hit the Steam Deck. Manus is already coming to your favorite messaging app. Turns out Buy Now Pay Later really works for vacations. A...

17 Feb 21min

OpenAI Grabs OpenClaw’s Creator

OpenAI Grabs OpenClaw’s Creator

OpenClaw’s creator is joining OpenAI, but the OpenClaw project lives on. The AI-caused memory shortage might delay the next Playstation. Is the Pentagon about to cut ties with Anthropic? And Vitalik B...

16 Feb 20min

How To AI With WSJ's Chris Mims

How To AI With WSJ's Chris Mims

Buy Chris' book: How To AI Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Feb 52min

Anthropic Makes Its Move

Anthropic Makes Its Move

Anthropic raises the second largest financing round of all time. Other AI players are beginning to show hockey stick revenue growth. Meta wants to add facial recognition to its glasses. Ring pulls bac...

13 Feb 19min

Pour Moi, C'est Le Déluge

Pour Moi, C'est Le Déluge

Aaannddd…. Right on time here come the Chinese AI models. Elon Musk kicks off a major reorg of xAI. Google is warning of AI distillation attacks. New Waymo cars hit the road. And another interesting A...

12 Feb 21min

The “Covid Moment” For AI?

The “Covid Moment” For AI?

Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More weird musical chairs at the AI companies. TikTok but ...

11 Feb 21min

AI: Better, Faster, Stronger… Or Just Working Harder?

AI: Better, Faster, Stronger… Or Just Working Harder?

So, have you hit the ads in ChatGPT yet, cause they’re there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chinese AI launches. The coming deluge of social media tr...

10 Feb 19min

The AI Superbowl

The AI Superbowl

Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits...

9 Feb 20min

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