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)

The AI Essays Are Moving Markets

The AI Essays Are Moving Markets

That AI essay I shared with you yesterday sure got Wall Street’s attention. Anthropic says Chinese models are training off of Claude. A significant new breakthrough in chip production technology. And ...

24 Feb 20min

Sam Says Some Things

Sam Says Some Things

Sam Altman has a lot of stuff to say about AI and let’s just say comms needs to have a quiet word with him. SaaS may or may not be dead, but is the replacement vertical AI? And a big thought experimen...

23 Feb 23min

When AI Breaks Things

When AI Breaks Things

When your AI bot breaks your operations, even when you’re AWS. More on OpenAI’s hardware plans. Hey, remember Perplexity? What’s up with them? Is Uber roadkill in the self-driving car horserace? And, ...

20 Feb 19min

A Canticle For Leibowitz

A Canticle For Leibowitz

Gemini is getting with the increased cadence of AI releases. Honestly, can we even keep up at this point? A dispatch from the social media trial as Zuck takes the stand. At long last, Amazon dethrones...

19 Feb 21min

New Pixel

New Pixel

New pixel phone. A bunch of new AI models including Gemini’s entry into the music AI space. Everybody is trying to make AI fetch happen in India. And Matthew Ball’s state of the gaming industry report...

18 Feb 21min

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

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