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(2273)

Who Gets To Regulate AI?

Who Gets To Regulate AI?

Are we about to have a battle over who gets to regulate AI? Now there’s Nano Banana Pro. The creator ecosystem is exploding for advertisers. Battlefield did exactly what EA needed it to do. And I’m te...

20 Nov 202522min

Gemini 3, And Meta Beats The Government

Gemini 3, And Meta Beats The Government

Tons of things today. Google’s new Gemini 3 model. Signs the “second tier” of AI startups is starting to get product market fit. The EU has announced that watering down of GDPR that was rumored. And w...

19 Nov 202521min

The Bloodbath In Crypto

The Bloodbath In Crypto

What happened with Cloudflare this morning. Grok’s new model wants to be creative. Catching you up on the bloodbath in crypto if you were unaware. Databricks is 12 years old but it seems to be one of ...

18 Nov 202521min

Jeff Bezos To Be A CEO Again

Jeff Bezos To Be A CEO Again

Jeff Bezos is going to be a CEO once again. Could Tim Cook step down from Apple’s CEO position in a matter of months? Maybe don’t buy an AI teddy bear. What big AI startup would you short, if you coul...

17 Nov 202521min

(Portfolio Profile) Hypercubic.AI

(Portfolio Profile) Hypercubic.AI

A portfolio profile episode of Hypercubic.ai, a seed-stage company that wants to not only preserve knowledge in legacy code, but legacy knowledge in enterprises. Learn more about your ad choices. Visi...

15 Nov 202547min

OpenAI Enters The Group Chat

OpenAI Enters The Group Chat

OpenAI is testing out group chats as a sort of collaborative prompting experience. The hyperscalers are lining up against Nvidia in one specific arena. The Sam Altman Elon Musk feud isn’t over. Google...

14 Nov 202520min

Valve Takes On Consoles And VR

Valve Takes On Consoles And VR

Valve is taking on gaming consoles and creating a new type of VR headset, all at the same time. GPT-5 gets “warmer.” Cursor’s new raise means it has 10x’d its valuation in the span of a year. And we’r...

13 Nov 202521min

Text-To-World AI Models

Text-To-World AI Models

Forget text-to-video AI, we’re rapidly moving into the text-to-world-generating AI models. What if you showed up to your Airbnb and the fridge was already fully stocked? It seems like there is NO unca...

12 Nov 202520min

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