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(2247)

Wed. 07/05 – Twitter Chaos: The Real Fireworks

Wed. 07/05 – Twitter Chaos: The Real Fireworks

Chaos at Twitter emphatically did NOT take the 4th of July weekend off. Instagram’s Twitter clone looks like it’s going to take advantage of this chaos to launch now. The Reddit app apocalypse has happened. Oh, and the mods for Reddit AMA’s have downed tools. And how drone technology is disrupting the traditional Fireworks industry. Sponsors: Kolide.com/ride Notion.com/ride Links: Instagram’s Twitter competitor, Threads, briefly went live on the web (The Verge) The Reddit app-pocalyse is here: Apollo, Sync, and BaconReader go dark (The Verge) The Reddit moderators who coordinate many celebrity AMAs will no longer do so (The Verge) Fireworks Have a New Competitor: Drones (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Jul 202317min

(IHP) Amazon's Founding Part 2

(IHP) Amazon's Founding Part 2

Originally published April 2015 It’s part two of our Amazon founding story. How did Amazon come to completely dominate e-commerce? How did Jeff Bezos’ “Get Big Fast” strategy evolve? How and why did Amazon become the quintessential “dot com” and dot-com-era stock? The answers are within.  Bibliography:  The Everything Store: Jeff Bezos and the Age of Amazon  The Playboy Interview: Moguls  Amazon.com: Get Big Fast  One Click: Jeff Bezos and the Rise of Amazon.com  http://jimromenesko.com/2013/08/11/i-interviewed-jeff-bezos-when-amazon-was-an-insignificant-speck-in-the-book-selling-universe/#more-49306  http://archive.wired.com/wired/archive/7.03/bezos_pr.html  http://www.fastcompany.com/50541/inside-mind-jeff-bezos  http://www.wsj.com/articles/SB832204437381952500  http://www.wsj.com/articles/SB10001424052702303339904576405922077032468  http://phx.corporate-ir.net/phoenix.zhtml?p=irol-corporateTimeline_pf&c=176060  http://content.time.com/time/subscriber/article/0,33009,992927-2,00.html  http://www.vox.com/2015/1/4/7490013/ecommerce-shopping-mall  http://mashable.com/2014/05/08/amazon-sales-chart/  http://www.statista.com/statistics/185283/total-and-e-commerce-us-retail-trade-sales-since-2000/  http://www.bloomberg.com/news/articles/2013-01-07/amazon-surges-to-record-high-on-global-e-commerce-growth  http://www.thewire.com/business/2014/05/amazon-has-basically-no-competition-among-online-booksellers/371917/ Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Jul 20231h 5min

(IHP) Amazon's Founding Part 1

(IHP) Amazon's Founding Part 1

Originally published February 2015. Finally, the long-promised foray into e-commerce, starting with… not the first… but practically the first… player in the space… and ironically enough, the 800 pound gorilla in the space to this day. Amazon. Dot com. We examine Jeff Bezos, the man. We consider Amazon, the idea. We look at e-commerce, the concept. It’s interesting. It’s groundbreaking. It’s available with free 2-day shipping for Prime members. Just kidding. Bibliography:  The Everything Store: Jeff Bezos and the Age of Amazon  The Playboy Interview: Moguls  Amazon.com: Get Big Fast  One Click: Jeff Bezos and the Rise of Amazon.com  http://archive.wired.com/wired/archive/7.03/bezos_pr.html  http://archive.fortune.com/magazines/fortune/fortune_archive/1999/01/11/253770/index.htm  http://partners.nytimes.com/library/tech/99/03/biztech/articles/14amazon.html  http://www.retireat21.com/blog/10-companies-started-garages  http://davidsheff.com/article/jeff-bezos/ Learn more about your ad choices. Visit megaphone.fm/adchoices

3 Jul 202353min

Fri. 06/30 – Apple $3T?

Fri. 06/30 – Apple $3T?

Second time the charm for Apple to close above $3 trillion? Google says it will remove news links in Canada. Meta will allow you to download apps directly from Ads. Self driving cars are giving cops more surveillance tape. And, of course, the Weekend Longreads Suggestions. Links: Apple’s market cap tops $3 trillion (CNBC) Canada’s ‘link tax’ law could break how the web works, says Google (Android Police) Meta is planning to let people in the EU download apps through Facebook (The Verge) Fidelity Joins Spot-Bitcoin ETF Race With Fresh SEC Filing (Bloomberg) Police Are Requesting Self-Driving Car Footage For Video Evidence (Bloomberg) Weekend Longreads Suggestions: When Will AI Generate a Hollywood Blockbuster? “Give It About Three Years.” (Inverse) These Tech Companies Think They Can ‘Solve’ the Wildfire Crisis (Motherboard) Who killed Google Reader? (The Verge) Mixtape Sites Like DatPiff Propelled Rap. Can They Be Preserved? (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Jun 202317min

Thu. 06/29 – Big Interesting (AI) Raises

Thu. 06/29 – Big Interesting (AI) Raises

Satya Nadella had his day in court. Looks like the FTC is finalizing its big case against Amazon. YouTube has advertisers asking for refunds. Big new interesting raises in the AI space. And ahead of the Fourth of July travel weekend, we may not have the autonomous driving we want, but maybe we can get the autonomous rental car delivery we deserve. Links: Microsoft and Activision Chiefs Testify Merger Will Benefit Consumers (NYTimes) Lina Khan Is Coming for Amazon, Armed With an FTC Antitrust Suit (Bloomberg) Advertising industry seeks refunds over YouTube skippable ads (FT) ChatGPT maker OpenAI faces a lawsuit over how it used people’s data (Washington Post) Inflection AI Raises $1 Billion (Forbes) Halo Car launches remotely piloted rental car deliveries in Las Vegas (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Jun 202317min

Wed. 06/28 – Who Needs A Mac Pro?

Wed. 06/28 – Who Needs A Mac Pro?

Even in bankruptcy, even FTX is like, maybe we’ll hold on to these AI investments. Could Windows itself become a fully cloud product? Has Google canceled its AR project? How AI is making even Billy Bean look like old school baseball. And who needs a Mac Pro when you’ve got a perfectly good Mac Studio or even Mac Book? Links: FTX Halts Sale of Its $500 Million Stake in AI Startup Anthropic (Bloomberg) AI Frenzy Draws Hordes to Private Markets in Industry Gold Rush (Bloomberg) Microsoft wants to move Windows fully to the cloud (The Verge) Google killed its Iris augmented-reality smart glasses as it shifts attention to building AR software (Insider) DoorDash launches hourly rates and location sharing for couriers (The Verge) Baseball Scouts Call In Artificial Intelligence Help From the Bullpen (WSJ) The Mac Pro’s biggest problem is the MacBook (The Verge) Eat Your Heart Out, Tesla. Mercedes-Benz May Have the Fastest EV Yet. (Barron's) Learn more about your ad choices. Visit megaphone.fm/adchoices

28 Jun 202317min

Tue. 06/27 – What If OpenAI Did Its Own Copilot?

Tue. 06/27 – What If OpenAI Did Its Own Copilot?

Checking in with the FTC vs. Microsoft case. Checking in with the effort to recover funds from FTX. What if OpenAI did its own Copilot? Would Microsoft be pissed? And reviews of the Pixel Fold include one reviewer’s unit dying after a mere few days. Sponsors: stpp.co/techmeme ZocDoc.com/techmeme Links: Microsoft exec was ready to ‘go spend Sony out of business’ to strengthen Xbox (The Verge) FTX Bankruptcy Team Says the Exchange Owed Customers $8.7B (CoinDesk) Thomson Reuters buys Casetext, an AI legal tech startup, for $650M in cash (TechCrunch) OpenAI Plans ChatGPT ‘Personal Assistant for Work,’ Setting Up Microsoft Rivalry (The Information) RIP to my Pixel Fold: Dead after four days (ArsTechnica) Google Pixel Fold review: closing the gap (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Jun 202317min

Mon. 06/26 – The M&A Deluge In AI Begins

Mon. 06/26 – The M&A Deluge In AI Begins

Well, this AI moment is only about 6 months old, but it looks like the mergers and acquisitions are beginning in earnest. Wait, we’re still worried about 5G interfering with airplanes? Amazon wants your local florist to deliver your packages. An Amazon/FTC kerfuffle we missed. And what are the OTHER Apple products we can expect in the next year or so? Sponsors: JoinDeleteMe.com/techmeme The Traceroute Podcast Links: Databricks Strikes $1.3 Billion Deal for Generative AI Startup MosaicML (WSJ) Pete Buttigieg Warns of Flight Delays as 5G Deadline Looms (WSJ) Exclusive: Amazon launches local business delivery network (Axios) FTC sues Amazon over ‘deceptive’ Prime sign-up and cancellation process (CNBC) Amazon, Friction, and the FTC (Stratechery) Apple Has Finally Unveiled the Vision Pro. Here’s What It’s Launching Next (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Jun 202317min

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