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(2310)

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

Piracy Is Back!

Piracy Is Back!

Claude Opus 4.6 arrives to crown Anthropic’s very good week, at least, for them it was good. You thought tech was spending big to build out for AI, but this week we’ve seen how big. Crypto seems to ha...

6 Feb 22min

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