Fri. 02/05 – An Apple Ad-pocalypse For Everyone?

Fri. 02/05 – An Apple Ad-pocalypse For Everyone?

Are Apple’s coming IDFA changes going to have a bigger ripple effect across the entire tech industry than we’re even anticipating? Chinese users are flocking to Clubhouse which… probably means the end of Clubhouse in China. Why a shortage of silicon is causing automakers to cut vehicle production. And, of course, the weekend longreads suggestions. Sponsors: Audible.com/techmeme or text "techmeme" to 500-500 Metalab.com Links: Facebook’s not the only one worried about Apple’s privacy change — Snap and Unity both just warned investors about it (CNBC) An Interview with Eric Seufert about Apple, Facebook, and Mobile Advertising (Stratechery) Google taps your phone cameras to measure your heart rate (Engadget) Chinese flock to freewheeling US chat app Clubhouse (Nikkei Asia) Ford says ‘millions’ of its vehicles will run on Google’s Android starting in 2023 (The Verge) Car manufacturing hit by global semiconductor shortage (FT) Weekend Longreads Suggestions: Andy Jassy Twitter Thread (@ankithharathi) This Hedge Fund Made $700 Million on GameStop (WSJ) PFOF is the Ad Model for Brokerage (Justin Paterno) Superstar Cities Are in Trouble (The Atlantic) They’re Flocking to America to Make a Fortune Playing Video Games (NYTimes) Subscribe to RideHome+ at tech.supercast.tech Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2350)

The Bots Have Won The Web!

The Bots Have Won The Web!

Bots passed human web traffic for the first time, per Cloudflare's CEO. The S&P 500 rejected fast-entry for mega-cap IPOs like SpaceX. Anthropic embedded engineers at the NSA, Meta hid face-recognitio...

5 Jun 20min

Small And Open Source Still Has A Horse In This Race

Small And Open Source Still Has A Horse In This Race

Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp raised $750M at $44B, and Anthropic says 80%+ of its ...

4 Jun 21min

Microsoft Build

Microsoft Build

Microsoft dominated Build with Scout, an always-on Teams agent, the Surface RTX Spark Dev Box, its first reasoning model MAI-Thinking-1 aimed squarely at Anthropic, and Project Solara for agent-first ...

3 Jun 19min

What Will These IPOs Do To The Stock Market?

What Will These IPOs Do To The Stock Market?

Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80...

2 Jun 22min

Interviewing For A Job At Anthropic? DON’T Use AI.

Interviewing For A Job At Anthropic? DON’T Use AI.

Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniM...

1 Jun 21min

Portfolio Profile: Sora

Portfolio Profile: Sora

Find out more about Sora here. Find out more about the Ride Home Fund here. Learn more about your ad choices. Visit megaphone.fm/adchoices

31 Mai 46min

New Claude, New Realities

New Claude, New Realities

Anthropic dropped Opus 4.8 with dynamic workflows for Claude Code and raised $65B at a $965B valuation, overtaking OpenAI. Blue Origin's New Glenn exploded during testing, Amazon killed its AI usage l...

29 Mai 24min

RAMpocalypse Now!

RAMpocalypse Now!

Valve hiked Steam Deck prices by up to $300 as RAMageddon hits consumer electronics. Bloomberg detailed Apple's Siri overhaul ahead of WWDC, Meta rolls out subscription plans for Instagram, Facebook, ...

28 Mai 21min

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