Fri. 09/13 - Cloudflare IPO: Good. WeWork IPO: (???...)

Fri. 09/13 - Cloudflare IPO: Good. WeWork IPO: (???...)

Cloudflare has a successful IPO, but will WeWork’s planned IPO be considered a success even if it actually has one? Is another investment bubble popping in the AR/VR space? Will the streaming wars kill the back-end deal in Hollywood? And, of course, the weekend longreads suggestions. Sponsors: TinyCapital.com GetQuip.com/ride Links: Cloudflare stock pops 20% in first day of trading (CNBC) WeWork’s valuation could fall to below $15 billion in IPO, down from $47 billion private valuation (CNBC) House lawmakers ask Apple, Amazon, Facebook and Google to turn over trove of records in antitrust probe (The Washington Post) Another high-flying, heavily funded AR headset startup is shutting down (TechCrunch) J.J. Abrams Officially Closes Sizable WarnerMedia Film, TV Partnership (The Hollywood Reporter) The end of the backend? Disney wants to limit profit participation on its new TV shows (Los Angeles Times) Weekend Longreads Suggestions: How to Build Artificial Intelligence We Can Trust (NYTimes) As sex toys continue to get hacked, the defin­i­tion of sexual assault is under question (Screen Shot) What Happened to Urban Dictionary? (Wired) TONY HAWK ON HOW HIS GAMES CHANGED SKATEBOARDING (The Verge) From Communism To Coding: How Daniel Dines Of $7 Billion UiPath Became The First Bot Billionaire (Forbes) Human speech may have a universal transmission rate: 39 bits per second (Science) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2308)

Meta’s Refreshed AI Play

Meta’s Refreshed AI Play

Meta releases its first model in the great AI horserace catchup race. OpenAI is expecting to make as much money from ads as the biggest social media companies. Meta doesn’t want you to see ads encoura...

9 Apr 21min

Anthropic DOESN’T Release A Model

Anthropic DOESN’T Release A Model

I’ve got another potential tipping point day for you. Anthropic is making yet more shockwaves across the industry by NOT releasing a model. Why? Because it could potentially break everything software ...

8 Apr 20min

Tipping Point In The AI Horse Race?

Tipping Point In The AI Horse Race?

Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious g...

7 Apr 23min

Ain’t No Drama Like AI Drama

Ain’t No Drama Like AI Drama

There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw? Why are VCs covering the rent for founders who dr...

6 Apr 22min

The Biography Of Demis Hassabis

The Biography Of Demis Hassabis

This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Machine. We delve into the minds of AI pioneers, thei...

3 Apr 53min

SpaceX Is Ready For IPO Liftoff

SpaceX Is Ready For IPO Liftoff

SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft makes its first public moves to divorce itself from O...

2 Apr 23min

Anthropic’s Laundry Has Been Aired

Anthropic’s Laundry Has Been Aired

OpenAI closes a monster round, but does Anthropic continue to steal their thunder? Is that Anthropic code leak from yesterday a bigger deal for them than I thought it was? What can happen when all the...

1 Apr 19min

Will Iran Target Tech?

Will Iran Target Tech?

Is the Iran war coming for US tech companies specifically? Meta unveils new smartglasses. A leak gives us a look at how Claude Code works. SpaceX is losing contact with satellites for reasons we don’t...

31 Mar 19min

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