Mon. 06/02 – How DoorDash Has Quietly Been Killing It

Mon. 06/02 – How DoorDash Has Quietly Been Killing It

We know WWDC might be underwhelming this year, but to what degree? Is Samsung about to pick Perplexity as its horse in the AI race? AI based acquisition and wrapups continue to be the new hotness in VC investing. And how DoorDash has quietly been killing it in the delivery space. Sponsors: AGNTCY.ORG QualiaLife.com/ride and code RIDE Links: Apple Developer Event Will Show It’s Still Far From Being an AI Leader (Bloomberg) Samsung Nears Wide-Ranging Deal With Perplexity for AI Features (Bloomberg) Google quietly released an app that lets you download and run AI models locally (TechCrunch) Early AI investor Elad Gil finds his next big bet: AI-powered rollups (TechCrunch) Meta Aims to Fully Automate Ad Creation Using AI (WSJ) DoorDash CEO Tony Xu is taking on the role of industry consolidator in food delivery (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2267)

The AI Incentives Game

The AI Incentives Game

Stargate gets off the ground, or at least, announces it is. What if OpenAI leases the chips from Nvidia instead of buying them. I go a bit deep in this episode in terms of the incentives behind all th...

24 Sep 202520min

Ouroboros All The Way Down?

Ouroboros All The Way Down?

Nvidia is investing $100B in OpenAI, and there are a billion angles to that fact, so get ready to dive into it. Why were there giant sim farms popping up around NYC? The new AI to help you with Candy ...

23 Sep 202520min

TikTok Deals? Visa Rules?

TikTok Deals? Visa Rules?

Once again, I THINK a TikTok deal is happening, so updates on that. Why lots of folk in the tech industry are worried about new H-1B visa rules. Might those annoying cookie consent checkboxes be going...

22 Sep 202522min

(BNS) Datadog Founder Olivier Pomel

(BNS) Datadog Founder Olivier Pomel

Today I’m joined by Olivier Pomel, cofounder/CEO of Datadog. We trace his path from French open-source tinkerer to NYC founder, the dev-vs-ops friction that sparked Datadog, finding product-market fit...

20 Sep 202548min

 (CORRECT) OpenAI’s Hardware Plans Worry Apple

(CORRECT) OpenAI’s Hardware Plans Worry Apple

(Sorry about the editing error earlier) Nvidia is investing in self-driving AI tech. Google has given up the ghost and is making Chrome a full AI tool. Would you tolerate advertisements on the screen...

19 Sep 202521min

Nvidia And Intel Get Together

Nvidia And Intel Get Together

Has Intel found the big customer for its Foundry that it needs to survive? The big tie up with Nvidia announced this morning. All the announces from Meta’s event last night. Smartglasses and maybe the...

18 Sep 202519min

Nvidia In Trouble In China Again

Nvidia In Trouble In China Again

The framework of a TikTok deal is finally coming together. Nvidia suffers another major setback in China. Bunch of new AI stuff from YouTube. A coming MacBook with a touchscreen. And a roundup of the ...

17 Sep 202520min

Meta Smartglasses Leak

Meta Smartglasses Leak

Looks like we’re going to be getting new Meta smartglasses later this week. OpenAI wants to up its AI for coding game. Is the whole TikTok saga finally coming to a conclusion? Almost half a billion pe...

16 Sep 202520min

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