Tue. 12/21 - @Jack And The Tech (Cold) Civil War Over Web3

Tue. 12/21 - @Jack And The Tech (Cold) Civil War Over Web3

I do my best to give you all the angles on the cold tech civil war concerning Web3 that has been bubbling under the surface for a while now but burst out in the open overnight. Interesting raises in the crypto space and interesting data on investment in the space. An interesting CEO departure and a CEO who maybe never really stepped down. And a look at satellite internet speeds. Sponsors: Schwab.com/plan Directtoconsumer.co Links: Jack Dorsey Stirs Uproar by Dismissing Web3 as a Venture Capitalists’ Plaything (Bloomberg) The New Get-Rich-Faster Job in Silicon Valley: Crypto Start-Ups (NYTimes) OnlyFans Names Marketing Chief Ami Gan as CEO; Founder Steps Down (Bloomberg) Zhang Yiming Still Oversees ByteDance, Despite Stepping Back (The Information) Starlink Expands but Q3 2021 Performance Flattens in Some Areas (SpeedTest.net) The article featuring Chris and I talking about the Twitter Spaces: How the Copycats Came for Clubhouse (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2319)

All The Headlines, All The Model Drops...

All The Headlines, All The Model Drops...

DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and G...

24 Apr 23min

Another DeepSeek Moment On The Horizon?

Another DeepSeek Moment On The Horizon?

Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, Anthropic's secondary market valuation hits $1T on ...

23 Apr 22min

Elon Buys Cursor?

Elon Buys Cursor?

SpaceX struck a deal giving it the option to acquire Cursor for $60B or pay $10B, as xAI scrambles to catch up in AI coding. Google unveiled new TPUs and an agent platform, OpenAI shipped ChatGPT Imag...

22 Apr 20min

Tim Cook Rides Into The Sunset

Tim Cook Rides Into The Sunset

Apple named John Ternus as its next CEO, with Tim Cook stepping up to executive chairman on September 1. Amazon agrees to invest up to $25B more in Anthropic, Bezos' Project Prometheus nears a $10B ra...

21 Apr 21min

Robots Winning The (Literal) Race

Robots Winning The (Literal) Race

Vercel confirmed a breach traced to an AI platform's compromised OAuth app. The NSA is using Anthropic's Mythos despite the Pentagon blacklist. Mac Minis face 12-week wait times from AI agent demand, ...

20 Apr 21min

Reed Hastings Rides Into The Sunset

Reed Hastings Rides Into The Sunset

Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and De...

17 Apr 22min

Claude Opus 4.7

Claude Opus 4.7

Anthropic drops Claude Opus 4.7 for coding and rolls out government ID verification for some users. TSMC beats earnings, raises forecasts on strong AI demand. X launches Cashtags, and Google's SpaceX ...

16 Apr 20min

Our Shoe Company Is Now An AI Company

Our Shoe Company Is Now An AI Company

Snap is cutting 16% of its workforce—about 1,000 people—as Spiegel blames AI for making everyone more efficient (read: expendable). Allbirds, the shoe company that sold for $39M, is pivoting its shell...

15 Apr 20min

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