Wed. 08/21 - The Bull Case For WeWork

All of the drips and drabs details from yesterday’s WWDC keynote. Spotify is about to announce a higher tier of membership with some perks. Mistral raises a big new round. The Raspberry Pi IPO is a success. And what if AI could actually make every stoplight in the country more intelligent in real time? Sponsors: Vanta.com/ride Lumen.me/ride Links: Apple’s AI promise: “Your data is never stored or made accessible to Apple” (ArsTechnica) How will Apple’s new AI change your phone? I asked Tim Cook. (Washington Post) Thoughts on #WWDC24 (Chris Messina) Apple’s Push to Infuse Devices With AI Will Take Years to Pay Off (Bloomberg) Spotify to Introduce More Expensive Subscription Tier for Music Lovers (Bloomberg) Mistral secures €600mn funding as valuation soars to almost €6bn (Financial Times) Raspberry Pi shares jump more than a third on first day of trading (Financial Times) The Smart, Cheap Fix for Slow, Dumb Traffic Lights (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Jun 202416min

All the headlines from WWDC. All the AI goodness, even if Apple spent half the time not even mentioning the words Artificial Intelligence. Also, what if the audio quality of cell phones didn’t have to suck? And what if AI could actually make every stoplight in the country more intelligent in real time? Sponsors: Miro.com Shopify.com/ride Learn more about your ad choices. Visit megaphone.fm/adchoices

10 Jun 202416min

Get observability for your LLM application at TraceLoop.com Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Jun 202427min

As we prep for WWDC on Monday, word of a completely new Passwords app from Apple. Also, it’s a day of backlashes. The backlash against Adobe’s terms of service. The backlash against Windows Recall. The new social media app that is riding the backlash against AI. And, of course, the Weekend Longread Suggestions. Sponsors: get.StoryBlok.com/ridehome Links: Here’s Everything Apple Plans to Show at Its AI-Focused WWDC Event (Bloomberg) Apple to Debut Passwords App in Challenge to 1Password, LastPass (Bloomberg) Adobe responds to vocal uproar over new Terms of Service language (VentureBeat) Adobe terms clarified: Will never own your work, or use it for AI training (9to5Mac) A PR disaster: Microsoft has lost trust with its users, and Windows Recall is the straw that broke the camel's back (WindowsCentral) A social app for creatives, Cara grew from 40k to 650k users in a week because artists are fed up with Meta’s AI policies (TechCrunch) Weekend Longreads Suggestions: Behind ‘Suicide Squad,’ the Year’s Biggest Video-Game Flop (Bloomberg) The Unistellar Odyssey smart telescope made me question what stargazing means (ArsTechnica) Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Jun 202417min

Nvidia hits $3T. US regulators aren’t sleeping on the AI market, including Nvidia itself. Humane tells users of the AI Pin to stop using the charging case “immediately.” Google is gonna store your Maps data on device. And would you take a job at Ikea... but in the Metaverse? Sponsors: get.StoryBlok.com/ridehome Kolide.com/ride Links: U.S. Clears Way for Antitrust Inquiries of Nvidia, Microsoft and OpenAI (NYTimes) FTC Opens Antitrust Probe of Microsoft AI Deal (WSJ) US antitrust enforcer says ‘urgent’ scrutiny needed over Big Tech’s control of AI (Financial Times) Humane warns AI Pin owners to ‘immediately’ stop using its charging case (The Verge) ‘This Is Going to Be Painful’: How a Bold A.I. Device Flopped (NYTimes) Google Maps is making a big privacy change to protect your location history (The Verge) Stability AI releases a sound generator (TechCrunch) Ikea Is Hiring Roblox Players To Run Its Virtual Store (The Gamer) Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Jun 202416min

As I said on that bonus episode with Alex Kantrowitz, the research side of OpenAI isn’t happy, and they’re starting to speak out. More details on AI at WWDC next week. More price hikes in digital media. Palmer Luckey can’t stop; won’t stop. And how CoreWeave became one of the biggest winners of the AI era. Links: OpenAI Insiders Warn of a ‘Reckless’ Race for Dominance (NYTimes) Apple Made Once-Unlikely Deal With Sam Altman to Catch Up in AI (Bloomberg) Twitch is raising US subscription prices for the first time (Engadget) Quest v66 Update "Significantly" Reduces Quest 3 Passthrough Distortion & Warping (UploadVR) How an upstart is using its Nvidia ties to challenge cloud computing giants (Financial Times) Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Jun 202417min

More headlines from Computex. More layoffs at Microsoft, but why? Instagram is copying YouTube’s unskippable ads. Why Samsung is pre-emptively suing Oura. And Palmer Lucky is personally bankrolling a modern-day Gameboy. Sponsors: CrunchLabs.com/ride Links: Intel CEO Takes Aim at Nvidia in Fight for AI Chip Dominance (Bloomberg) E*Trade Considers Kicking Meme-Stock Leader Keith Gill Off Platform (WSJ) Microsoft is laying off hundreds in its Azure cloud business, sources say (BusinessInsider) Microsoft cuts jobs in Azure, HoloLens, and other units in latest move to control costs (GeekWire) Instagram confirms test of ‘unskippable’ ads (TechCrunch) Samsung sues Oura preemptively to block smart ring patent claims (The Verge) Palmer Luckey is now selling pixel-perfect ultrabright magnesium Game Boys for $199 (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Jun 202416min

Computex brings a slew of announcements from AMD and Nvidia, including an AI bot to help you with your gaming. Another price hike from Spotify. Perplexity launches Pages. X is now officially NSFW. And a look at Sam Altman’s investment portfolio. Sponsors: WashingtonPost.com/ride MackWeldon.com code: BRIAN Links: Nvidia’s G-Assist is an AI chatbot that guides you through games and optimizes your PC (The Verge) Spotify is increasing US prices again (The Verge) Perplexity will research and write reports (The Verge) X tweaks rules to formally allow adult content (TechCrunch) The Opaque Investment Empire Making OpenAI’s Sam Altman Rich (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

3 Jun 202417min