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(2244)

Mon. 03/18 – Apple To Partner With Google For AI On iOS?

Mon. 03/18 – Apple To Partner With Google For AI On iOS?

I did NOT have on my bingo card Apple turning to Google to power its first big foray into modern AI on its hardware. Even while a new Apple AI model might be pointing to breakthroughs in AI reasoning. One of the biggest e-sports competitions in the world has been hacked by cheaters. And some pretty bearish news for the VR industry. Links: Apple Is in Talks to Let Google Gemini Power iPhone AI Features (Bloomberg) Apple researchers achieve breakthroughs in multimodal AI as company ramps up investments (VentureBeat) xAI open-sources base model of Grok, but without any training code (TechCrunch) Musk’s Grok AI goes open source (VentureBeat) Massive ‘Apex Legends’ Hack Disrupts NA Finals, Raises Serious Security Concerns (Forbes) Sony Hits Pause on PSVR2 Production as Unsold Inventory Piles Up (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Mar 202417min

(Bonus) Aravind Srinivas Of Perplexity AI

(Bonus) Aravind Srinivas Of Perplexity AI

Perplexity CEO Aravind Srinivas tell Chris and I to expect more partnerships like the recent one with Yelp; how Perplexity thinks of search differently than Google does; and the competition Perplexity fears beyond Google. Learn more about your ad choices. Visit megaphone.fm/adchoices

16 Mar 202429min

Fri. 03/15 – Apple’s Quiet AI Acquisition

Fri. 03/15 – Apple’s Quiet AI Acquisition

Remember that Apple has quietly made more AI acquisitions than anyone else? They quietly made another one. The FCC has a new definition for broadband. Looks like everybody knows the EU is a stick they can beat Apple with now. And, of course, the Weekend Longreads Suggestions. Sponsors: Robinhood.com/boost Links: Apple Buys Canadian AI Startup as It Races to Add Features (Bloomberg) FCC scraps old speed benchmark, says broadband should be at least 100Mbps (ArsTechnica) Spotify says its iPhone app updates in the EU are getting held up by Apple (The Verge) Pornhub Disables Website in Texas Over Age-Verification Law (Variety) Weekend Longreads Suggestions: Can Reddit Survive Its Own IPO? (Wired) One Big Reason Gen Z Is Still on Facebook: To Save Money (NYTimes) How Nvidia beat everyone else in the AI race (Vox) Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Mar 202415min

Thu. 03/14 – Who Wants TikTok?

Thu. 03/14 – Who Wants TikTok?

If this TikTok bill is actually going to become law, who would actually be in the running to take it over? A bunch of announcements from Microsoft. Hard data on how we listen to music these days. And estimates for how much AI could cut into the traditional web search business. Sponsors: Ramp.com/techmeme Links: House passes TikTok bill that could ban app in the U.S., spawning Senate support (The Washington Post) Microsoft has added the GPT-4 Turbo LLM to the free version of Copilot (Neowin) Microsoft says new AI security chatbot pricing model lets customers ‘buy what they need’ (CNBC) Microsoft Teams is finally moving to a single app for personal and work (The Verge) Anthropic releases Claude 3 Haiku, an AI model built for speed and affordability (VentureBeat) MusicWatch Reports Results of 2023 Annual Music Study: Record Numbers of Music Streamers and Paid Subscribers (Music Watch) Google's Gen AI Search Threatens Publishers With $2B Annual Ad Revenue Loss (AdWeek) YouTube Video Of The Perplexity CEO Interview Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Mar 202417min

Wed. 03/13 – TikTok On The Brink?

Wed. 03/13 – TikTok On The Brink?

The TikTok legislation has passed the House, but it’s path through the Senate is uncertain to say the least. The first real AI regulation has passed, in Europe, of course. Arm’s new chips for self-driving cars. Did Cerebras just break Moore’s Law with its new AI chips? Spotify has music videos. And Perplexity continues to try to become Google Search faster than Google search can become them. Sponsors: Shopify.com/ride Nutrafol.com/men code: RIDEHOME Links: TikTok bill, racing toward House passage, faces a minefield in the Senate (Washington Post) How TikTok Was Blindsided by U.S. Bill That Could Ban It (WSJ) World’s first major act to regulate AI passed by European lawmakers (CNBC) Stripe in ‘no rush’ to go public as cash flow turns positive (FT) Arm unveils first chip design to power self-driving cars (FT) AI startup Cerebras unveils the WSE-3, the largest chip yet for generative AI (ZDNet) Spotify adds music videos in some countries (TechCrunch) Perplexity brings Yelp data to its chatbot (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

13 Mar 202417min

Tue. 03/12 – Is TikTok Coming For Instagram?

Tue. 03/12 – Is TikTok Coming For Instagram?

More App Store changes from Apple will allow developers to offer apps via their website. In Europe only, of course. Some of you can file your taxes online, for free, starting today. Why bitcoin has been breaking records. An interesting AI raise. Is TikTok about to launch an Instagram competitor? Though maybe the reason they need to is their user numbers are flatlining. Sponsors: Shopify.com/ride Links: Apple will allow users to download apps directly from a developer’s website, in latest EU App Store rule change (9to5Mac) The IRS launches Direct File, a pilot program for free online tax filing available in 12 states (AP) Crypto Product Inflows Soar to Record High, CoinShares Says (Bloomberg) Airbnb is banning indoor security cameras (The Verge) Gold-Medalist Coders Build an AI That Can Do Their Job for Them (Bloomberg) Exclusive: Tiktok is working on a new Photo Sharing platform to compete with Instagram (The SpAndroid) TikTok's growth rate has collapsed. 'Life' may be getting in the way for its younger users. (Business Insider) Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Mar 202416min

Mon. 03/11 – Your Car Is Spying On You, Example 212

Mon. 03/11 – Your Car Is Spying On You, Example 212

Epic got Apple to blink! Sam Altman got back on OpenAI’s board of directors. Reddit finally gets to IPO. Elon Musk says X.ai is going open source. And once again, you won’t believe the degree to which your car and your driving is the new data treasure trove for companies to monetize. Sponsors: 1password.com/ride ArcticWolf.com/techmeme Links: Epic says Apple will reinstate developer account, clearing path for Epic Games Store on iPhone (9to5Mac) Sam Altman returns to OpenAI's board (Axios) Sam Altman rejoins OpenAI’s board after investigation into sudden firing (The Verge) OpenAI’s Sam Altman Returns to Board After Probe Clears Him (Bloomberg) Elon Musk says xAI will open-source Grok this week (TechCrunch) Reddit to raise nearly $750 million in upcoming IPO (CNBC) Telegram hits 900mn users and nears profitability as founder considers IPO (Financial Times) Automakers Are Sharing Consumers’ Driving Behavior With Insurance Companies (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Mar 202417min

(Bonus) Guy Kawasaki On His New Book And Learning From Steve Jobs

(Bonus) Guy Kawasaki On His New Book And Learning From Steve Jobs

Guy Kawasaki shares key insights on how to have a successful career, found in his new book: Think Remarkable. Also, some fun Apple and Steve Jobs story, such as: what kind of a***ole boss WAS Steve Jobs, exactly. The kind you want, Guy says. Buy the book: Think Remarkable Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Mar 202425min

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