Fri. 11/13 – The DoorDash S-1 Is Surprisingly Good

Fri. 11/13 – The DoorDash S-1 Is Surprisingly Good

DoorDash files its S-1, and has a surprisingly good business, it looks like. The US backs down on TikTok. Is the whole Ant IPO thing, not business but personal? Why you should probably wait to download macOS Big Sur. How much Disney+ continues to kill it. And of course, the weekend longreads suggestions. Sponsors: Calm.com/techmeme TinyCapital.com Links: DoorDash files to go public (TechCrunch) U.S. Backs Down on TikTok (WSJ) China’s President Xi Jinping Personally Scuttled Jack Ma’s Ant IPO (WSJ) macOS Big Sur launch appears to cause temporary slowdown in even non-Big Sur Macs (Ars Technica) Disney Plus Hits 73.7 Million Subscribers As They Reach Their One-Year Anniversary (The Streamable) Weekend Longreads Suggestions: Twitter Thread on ARM history (@kenfhirriff) China Has Caught Up To U.S. In AI, Says AI Expert Kai-Fu Lee (Forbes) Welcome Back to the Office. Please Wear This Tracking Device. (OneZero) Students Have To Jump Through Absurd Hoops To Use Exam Monitoring Software (Motherboard) Masayoshi Son Again Pulled SoftBank From the Brink. This Time He Had Help. (WSJ) The Digital Nomads Did Not Prepare for This (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2294)

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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