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(2269)

Mon. 03/03 – A National Crypto Reserve?

Mon. 03/03 – A National Crypto Reserve?

Maybe we really will be getting that national crypto reserve after all. TSMC doubles down on manufacturing in the US. Return to the office is one thing, but Sergey Brin things RTO could lead to AGI, a...

3 Mar 202515min

Fri. 10/28 – GPT-4.5

Fri. 10/28 – GPT-4.5

OpenAI has launched GPT-4.5, but they want you to know, this is not a frontier model, it’s a stepping stone. Skype enters the Deadpool. Memecoins are ok by the SEC. Most criminality in crypto is now d...

28 Feb 202516min

Thu. 02/27 – Nvidia Earnings

Thu. 02/27 – Nvidia Earnings

Nvidia’s first earnings are out after the whole DeepSeek thing. Do they seem nervous or no? A pretty big price cut for the PlayStation VR2. Huge outflows from bitcoin ETFs. Can insecure code somehow m...

27 Feb 202516min

Wed. 02/26 – Alexa+

Wed. 02/26 – Alexa+

Amazon finally updated Alexa with generative AI. It’s called Alexa+ and it can do plenty of neat things, but unless you’re a Prime subscriber, it’s gonna cost ya. DeepSeek is rushing its next AI model...

26 Feb 202515min

Tue. 02/25 – Claude 3.7 Sonnet

Tue. 02/25 – Claude 3.7 Sonnet

Anthropic releases its latest cutting-edge model, Claude 3.7 Sonnet. Would you tolerate ads inside your Excel spreadsheet if you could use Excel for free? Why some journalists are joining AI companies...

25 Feb 202516min

Mon. 02/24 – Apple’s $500B Investment In The US

Mon. 02/24 – Apple’s $500B Investment In The US

Apple makes a huge investment in US manufacturing and hiring. Are SMS messages as 2-factor authentication on the way out? The biggest crypto theft of all time happened over the last few days. And why ...

24 Feb 202515min

The 2,000th Episode Spectacular

The 2,000th Episode Spectacular

Well, kinda... But we do talk about how the show started, get a bit into the process of what I do every day. But mostly we get deep into where AI is going, my fears for silicon valley if the M&A activ...

21 Feb 20251h 43min

Thu. 02/20 – Microsoft’s Quantum Breakthrough

Thu. 02/20 – Microsoft’s Quantum Breakthrough

Microsoft is claiming a historical quantum breakthrough with its first quantum processor, the Majorana 1. Google is going all in on the Gemini brand. The world’s thinnest foldable phone. Rabbit releas...

20 Feb 202517min

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