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(2287)

(BNS) Terra Trust And How To Build In Uncertain Times

(BNS) Terra Trust And How To Build In Uncertain Times

If the entire world shifts after you launch your startup, what do you do? Terra Trust founder Mike DiPetrillo tells you how to do it. What was our original use-case? DOUBLE DOWN on what you do well. ...

1 Feb 202538min

Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks

Fri. 01/31 – Zuck’s Complaints About Leaks… Leaks

Apple’s earnings are decidedly mixed. Mark Zuckerberg’s complaints about everything he says leaking… leaked, and there are a lot of interesting details in those leaks. Looks like the SoftBank and Open...

31 Jan 202518min

Thu. 01/30 – Everyone Reports Earnings But Wall Street Only Wants Capex Answers.

Thu. 01/30 – Everyone Reports Earnings But Wall Street Only Wants Capex Answers.

Meta and Microsoft reported earnings, but all Wall Street cared about was getting Capex updates. Meta settles with… the President. Waymo’s expansion continues apace. Why Masa Son is the perfect white ...

30 Jan 202518min

Wed. 01/29 – OpenAI Says: No Copying!

Wed. 01/29 – OpenAI Says: No Copying!

Essentially, OpenAI suspects that DeekSeek might have copied them. I’ll explain the term, “distillation.” Could you soon be able to connect to Starlink on your iPhone? Is Comcast about to make the Int...

29 Jan 202517min

Tue. 01/28 – Day 2 Of The DeepSeek Era

Tue. 01/28 – Day 2 Of The DeepSeek Era

More fallout from the DeepSeek realignment of everybody’s thinking about AI. Could this be a signal that the large model business model is over and value is going to be in the application layer? Pebbl...

28 Jan 202518min

Mon. 01/27 – Why DeepSeek Has Stunned Silicon Valley (And Wall Street)

Mon. 01/27 – Why DeepSeek Has Stunned Silicon Valley (And Wall Street)

It’s one of those days where there’s only one story. Maybe you saw that tech stocks got obliterated today. I’m here to tell you why. It’s solely because of DeepSeek and Chinese AI tech generally. How ...

27 Jan 202516min

Fri. 01/24 – Operator AI

Fri. 01/24 – Operator AI

OpenAI releases its agentic bot that can do things on your behalf on your computer. Has the Stargate controversy driven a rift between Musk and Trump? Will the US government create a strategic crypto ...

24 Jan 202516min

Thu. 01/23 – “Humanity’s Last Exam”

Thu. 01/23 – “Humanity’s Last Exam”

Ok, that whole AI datacenter joint venture thing seems to have gotten messy. A ByteDance board member thinks TikTok might have a way out without selling. Netflix rakes in a bunch of Oscar nominations....

23 Jan 202517min

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