Tue. 09/27 – The First Meaningful AR Product To Hit These Shores?

Tue. 09/27 – The First Meaningful AR Product To Hit These Shores?

Sam Bankman-Fried finally scoops up Voyager’s assets. Meta says Russia has launched the biggest disinformation campaign of the war. Nreal has finally brough the first real contender for the AR wars to American shores for the first time. And would you consider a Metaverse white paper from the sci-fi writer than inspired the very notion of a Metaverse? Sponsors: Online.UC.edu Masterworks.com/ride ** Links: Crypto Exchange FTX Wins Bankrupt Firm Voyager’s Assets (Bloomberg) ‘Smash and grab’: Meta uncovers Russia's ‘largest and most complex’ info op since the war began (Protocol) Meta makes it easier to switch between Facebook and Instagram accounts (CNBC) Nreal’s $379 AR glasses launch in the US today (The Verge) If you still miss Google Reader, Substack has a new web-based RSS client (The Verge) Walmart enters the metaverse with Roblox experiences aimed at younger shoppers (CNBC) Neal Stephenson’s Lamina1 drops white paper on building the open metaverse (GamesBeat) **Net est. returns for all realized and unrealized offerings is 15.3%, from inception through 6/30/22. See important Reg A and performance disclosures at masterworks.io/cd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2285)

Fri. 06/13 – Stablecoins Everywhere

Fri. 06/13 – Stablecoins Everywhere

Do people know when they’re using the MetaAI app, it’s public? Chime had a successful IPO so let me tell you about my IPO-meter. The financials behind that fully-AI commercial running during the NBA p...

13 Jun 202518min

Thu. 06/12 – Meta’s Big AI Acqui-hire

Thu. 06/12 – Meta’s Big AI Acqui-hire

I explain how and why exactly this big Meta investment in Scale AI came about. Hollywood sues AI in a big way for the first time. A look at how stablecoins have mainstreamed crypto at long last. And e...

12 Jun 202517min

Wed. 06/11 – o3-pro

Wed. 06/11 – o3-pro

OpenAI rolls out an o3-pro model. Android one-ups iOS with a quick release. So far so good for the launch of the Switch 2. What is Google doing with its headcount? And is essentially a giant hologram ...

11 Jun 202517min

Tue. 06/10 – Zuck’s Big AI Ambitions

Tue. 06/10 – Zuck’s Big AI Ambitions

Zuckerberg’s big ambitions for AI seem to be coming into focus. OpenAI is actively starting to play the field when it comes to compute. More signs AI is kneecapping web traffic. And what do we think? ...

10 Jun 202516min

Mon. 06/09 – WWDC 2025

Mon. 06/09 – WWDC 2025

All the headlines from WWDC. Microsoft unveils the first iteration of that handheld gaming strategy. Meta is considering its largest external AI investment yet. And did Apple researchers reveal that L...

9 Jun 202522min

Fri. 06/06 – IPO’s Back On The Menu?

Fri. 06/06 – IPO’s Back On The Menu?

Circle had such a successful IPO, I’m wondering if IPO’s might finally be back on the menu. Turns out Anthropic cut off Windsurf for the most obvious reason. Maybe Manus really is stoking a new gold r...

6 Jun 202517min

Thu. 06/05 – Some In Hollywood (Quietly) LOVE AI

Thu. 06/05 – Some In Hollywood (Quietly) LOVE AI

Reddit goes after Anthropic. Meta seems to be reading a much cheaper Vision Pro killer, while still moving forward with their ambitious smartglasses product. What if your Amazon delivery person was no...

5 Jun 202518min

Wed. 06/04 – State Of The AI Coding Landgrab

Wed. 06/04 – State Of The AI Coding Landgrab

Windsurf accuses Anthropic of blocking it from AI models in a sign that competition in the AI coding space is fierce. But will the real battle happen when the likes of Microsoft and Google really go a...

4 Jun 202516min

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